美妆健康产业如何抓住市场机遇？上海静安这场对话探讨了升级路径

Core Insights - The roundtable discussion at the "Beauty Empowerment: Business Environment Promotion in Jing'an" event highlighted the ambitions and anxieties of China's beauty industry at the intersection of consumer upgrades and technological revolutions [1] - The beauty health industry is experiencing a shift in investment logic, with a focus on innovation and long-term growth potential [2] - The Chinese beauty market is still in its early stages of globalization, with significant growth opportunities ahead for local brands [4] Group 1: Industry Trends - The beauty industry is transitioning from "traffic-driven" to "research-driven" and from "local competition" to "global collaboration" [1] - There are three emerging demands in the beauty sector: post-medical beauty applications, food-sourced products, and precise efficacy mechanism validation [1] - The industry is moving from "single-point breakthroughs" to "comprehensive capability competition," with over 150 innovative raw material companies in China [3] Group 2: Investment Strategies - Investment firms are becoming more cautious in the beauty sector, but some, like KKR, continue to invest in innovative and high-potential startups [2] - KKR's investment strategy emphasizes the importance of market insight, consumer understanding, and a product-centric approach [2] - AI and biotechnology are identified as critical variables in the industry, with potential for significant technological breakthroughs and product innovations [2] Group 3: Brand Development - Brands must focus on technological barriers and scenario innovation to stand out in the competitive landscape [3] - MISTINE, a Thai brand, emphasizes the importance of scientific research in product development, particularly in sunscreen technology [3] - Leading companies are expanding their product matrices across various categories and price segments to enhance competitiveness [3]