2025 线上护肤市场新品与成分趋势洞察

Core Insights - The online skincare market in China is transitioning from a "traffic-driven" model to a "value-driven" approach, with a market size exceeding 190 billion yuan and a year-on-year growth of nearly 10% from January to September 2025 [1][16]. Market Overview - The overall sales in the skincare market are steadily increasing, with a total sales figure of 190.8 billion yuan (+9.3%) and a volume of 1.62 billion units (+0.6%) during the specified period [15][16]. - Despite the growth in sales, the volume of skincare discussions on social media has slightly decreased, indicating a shift from generalized discussions to more specialized and refined consumer needs [2][16]. Consumer Focus - Ingredients and efficacy remain the core selling points for skincare products, with Chinese consumers showing significantly higher attention to these aspects compared to overseas markets [2][17]. - The competition among brands is increasingly centered on ingredient research and efficacy validation, as traditional marketing strategies are becoming less effective [2]. Brand Landscape - The market is witnessing a stable head brand landscape, with domestic brands performing well. The top ten brands have only seen a slight increase in market share, while mid-tier brands (ranked 11-20) have achieved over 20% sales growth, indicating strong growth potential [3][18]. - Notably, Douyin has emerged as a key growth engine for many high-growth brands, with most of them pricing their products between 100 to 200 yuan [3][21]. New Product Strategies - The logic behind new product launches has fundamentally changed, with a decline of over 10% in the number of new products registered in 2025. However, the average price of launched new products has significantly increased, indicating a shift towards fewer, more specialized, and higher-value core products [4][21]. - Interest e-commerce platforms like Douyin are becoming crucial for product launches and market testing, while traditional e-commerce platforms focus on long-term brand value and stable sales of classic high-priced products [4]. Ingredient Trends - The ingredient landscape is evolving with diverse trends, including the maturation of "acid" skincare concepts and the cross-border migration of high-growth ingredients from oral beauty to skincare markets [5]. - "Food-grade" ingredients are gaining attention due to their natural and safe perception, although they currently dominate basic product categories [5]. - Traditional Chinese herbal ingredients are becoming popular in high-end anti-aging and repair products, helping brands establish differentiated images [5]. Protein Ingredients - Protein-related ingredients such as hexapeptide and collagen are closely associated with anti-aging effects, with hexapeptide seeing significant growth driven by leading domestic brands [6]. - The market for collagen is relatively fragmented, while the restructured collagen segment shows higher market concentration [6]. Conclusion - The online skincare market is entering a phase of deep value competition, driven by precise responses to consumer core needs through ingredient innovation, efficacy focus, and product refinement. Brands that can continuously delve into core technologies and express differentiated value while flexibly utilizing channel strategies are likely to achieve sustained growth in an increasingly rational and professional market [6].