美容护理行业周报：双十一战报出炉，龙头表现亮眼

Investment Rating - The report gives a "Neutral" rating for the industry, indicating that the industry index is expected to perform within -10% to 10% relative to the CSI 300 index over the next six months [42]. Core Insights - The beauty and personal care sector underperformed the market, with the CSI 300 index down 3.29% and the Shenwan Beauty and Personal Care index down 6.88%, lagging behind the market by 3.59 percentage points [16][17]. - The Double Eleven shopping festival saw significant growth, with total sales across e-commerce platforms reaching 14,418 billion yuan, a year-on-year increase of 26.6% [4][23]. - Domestic brands are gaining traction, with notable performances from companies like Proya and Giant Bio during the Double Eleven sales period, indicating a potential increase in domestic market penetration [7][30]. Market Performance - The beauty and personal care sector's index decreased by 6.88% this week, while the overall market (CSI 300) fell by 3.29% [16][17]. - Only three stocks in the sector saw gains, with ST Meigu (up 8.54%), Baiya Shares (up 2.67%), and Runben Shares (up 0.29%) [19]. Industry News - The e-commerce platforms saw a significant increase in sales, with Tmall and Douyin accounting for 50.1% and 26.7% of the beauty market share, respectively [5][24]. - Proya ranked first in sales on both Tmall and Douyin, showcasing the strength of domestic brands in the beauty sector [5][25]. Company News and Announcements - Proya's sales on Tmall, Douyin, and JD.com saw year-on-year increases of over 10%, 60%, and 30%, respectively [27]. - Giant Bio reported an 80%+ increase in GMV across all channels, with significant growth on Tmall and Douyin [30]. - The company Newpage achieved a remarkable 238% year-on-year growth in online sales during the Double Eleven event [31].