【私募调研记录】凯丰投资调研丸美生物

Group 1 - The core viewpoint of the news is that Kaiming Investment has conducted research on Marubi Biotechnology, highlighting the company's strategies for growth and market performance [1] - Marubi Biotechnology is expanding its audience on Douyin through targeted content delivery, leading to an increase in its traffic pool [1] - The company is undergoing organizational restructuring, optimizing its talent team, and upgrading its compensation management system to support growth [1] Group 2 - Marubi's major product strategy and brand investment are ensuring sustained growth, with strategic investments in Q2 expected to convert in Q4 [1] - The "Lianhuo" brand has entered a normal development phase, and the company plans to continue launching new products in the second half of the year [1] - The three core product series account for over 70% of sales, indicating potential for further explosive growth [1] Group 3 - The "Xiaojin Needle" series is enhancing customer purchase rates through synergistic effects, creating consumption linkage between new and existing customers [1] - The company is balancing investment in traffic and brand building while continuously advancing brand development [1] - The "Xiaohongbi" eye cream has shown excellent market performance, with plans for a gradual rollout of a series of products [1] Group 4 - Marubi possesses core R&D capabilities and is leading the establishment of national industry standards for restructured collagen [1]