携“类人源外泌素HME”破局抗老赛道背后，谷雨耗时10年构建全产业链壁垒

Core Insights - Gu Yu Biotechnology Group Co., Ltd. has launched a patented anti-aging ingredient "Human-like Exosome HME," filling a technological gap in the cellular gene-level anti-aging field and establishing a comprehensive research barrier with three proprietary raw materials [2] - The launch of "Human-like Exosome HME" is part of Gu Yu's strategy to demonstrate its "research-driven" core as it approaches a critical period for its IPO, following a GMV exceeding 5 billion yuan [2] - The new ingredient is an artificial exosome synthesized using in vitro biomimetic technology, which avoids risks associated with human-derived exosomes and achieves breakthroughs in anti-aging from surface effects to fundamental interventions [2] Research and Development - The "Human-like Exosome HME" shows significant anti-aging efficacy, with cell migration tests indicating a 1.17-1.5 times increase in cell regeneration compared to human-derived exosomes, and a 5-6.7 times increase in promoting type III collagen [3] - Human tests show a 17.43% reduction in wrinkles after 14 days and a 26.61% reduction after 28 days [3] - Gu Yu has invested 10 years in building a complete innovation loop in the industry, with a research center of over 3,000 square meters and a research team of 543, of which over 46% hold bachelor's degrees or higher [6] Market Context - The anti-aging market is experiencing explosive growth, with a projected sales figure of 65.49 billion yuan for the anti-aging category in the beauty and skincare market by mid-2025, reflecting a year-on-year growth of 30.3% [4] - The demand is shifting from localized facial care to full-body treatments and from basic care to gene-level interventions [4] Production and Supply Chain - Gu Yu operates three self-owned factories, including a 45,000 square meter cosmetics factory and a 10,000 square meter synthetic biological raw material factory, enabling "self-production and self-sales" of core ingredients [6] - The company has a 100-acre research base in Kashgar, Xinjiang, providing a self-supply of raw materials for its core ingredient, Glycyrrhizin [7] - The founder and chairman, Wang Anning, plans to invest 2 billion yuan in research over the next decade to deepen the company's cross-sector layout from skincare to life health [7]