4653亿，化妆品卖爆了

Group 1 - The core viewpoint of the articles indicates that the cosmetics retail sector in China has shown signs of recovery, with retail sales increasing after a decline in previous years [1][4][10] - In December 2025, cosmetics retail sales reached 38 billion yuan, marking an 8.8% year-on-year growth, while the total retail sales for the year amounted to 465.3 billion yuan, reflecting a 5.1% increase [1][4][6] - The overall retail sales of consumer goods in China for 2025 were reported at 501.2 billion yuan, with a growth rate of 3.7%, indicating that the cosmetics sector outperformed the broader market [2][4][6] Group 2 - The cosmetics retail sector has demonstrated resilience, with a consistent upward trend in sales since July 2025, achieving six consecutive months of year-on-year growth [7][10] - The growth in cosmetics retail sales is attributed to a combination of factors, including a relatively low base from the previous year and the impact of promotional events like Double Eleven [2][4][6] - The market share of domestic brands in the cosmetics sector has increased to 57.03%, while foreign brands have seen a decline to 42.97% [11][12] Group 3 - The online sales channel for cosmetics has grown by 9.36%, accounting for 56.06% of total sales, while offline sales increased by 2.38% [11] - The skincare and makeup categories are leading in market size, with sales of 472.48 billion yuan and 169.25 billion yuan respectively, both showing growth [12] - The import of beauty and personal care products has shown a decline in total value, indicating a shift in consumer preference towards domestic products [13] Group 4 - The cosmetics industry is facing challenges, with a significant number of companies going bankrupt or ceasing operations, highlighting a competitive market environment [16][17] - Despite the challenges, there is optimism for 2026, with industry experts emphasizing the importance of innovation and product quality for growth [16][18] - Companies are increasingly looking to expand into overseas markets, particularly in Southeast Asia, to mitigate domestic competition [16][18]