Industry Investment Rating - The report maintains a "Recommended" rating for the beauty and personal care industry [3][26] Core Views - The beauty tech sector is rapidly developing, with AI technology widely applied in the beauty and personal care industry, enhancing product precision and user experience [26] - The medical aesthetics industry is seeing continuous innovation in projects and services, with expanding product categories, leading to new growth opportunities in the market size [26] - Key companies to focus on include: 1) Giant Biogene 2) Haohai Biological 3) Bloomage Biotech 4) Huadong Medicine 5) Runben Co [26] Market Performance - From January 6 to January 10, 2025, the Shenwan Beauty and Personal Care Index fell by 1 92% [8] - Top gainers in the sector included Jinbo Biotech, Runben Co, Lihe Science and Technology, Giant Biogene, and Marubi Biotech [8] - Top decliners included Kodi Sciences, Freda, Sihuan Pharmaceutical, Sihuan Pharmaceutical, and Shuya Co [8] Industry News - L'Oréal introduced its latest beauty tech product, L'Oréal Cell BioPrint, at CES 2025, which provides personalized skin analysis in five minutes using proteomics technology [4][20] - Innovent Biologics received acceptance for four applications related to Mazdutide injection, a GCG/GLP-1 single-molecule dual-receptor agonist expected to launch in China in 2025 for weight loss and diabetes treatment [4][10] - Xingtaipule Medical's application for a hyaluronic acid composite solution for injection was accepted, aimed at reducing neck wrinkles and stimulating collagen regeneration [4][11] - Modern Pharmaceutical's subsidiary received approval for the marketing application of nalbuphine hydrochloride, a strong central analgesic [12] - Hengrui Pharmaceuticals submitted an application for listing on the Hong Kong Stock Exchange [13] Key Company Announcements - Bawei Co announced a pre-disclosure of a shareholder's plan to reduce holdings by up to 2% [15] - Runben Co disclosed a change in shareholder equity exceeding 1%, with JNRY VIII HK Holdings reducing its stake [16] - Jiangsu Wuzhong completed industrial and commercial registration changes, expanding its business scope to include medical aesthetics services [17] - Lafang Home Products announced an extension of share repurchase by its controlling shareholder [18] Weekly Insights - L'Oréal's Cell BioPrint represents a significant advancement in beauty tech, leveraging proteomics to provide personalized skin assessments quickly [20][21] - The global proteomics services market is projected to grow from 6 8 billion by 2025, with a CAGR of 14 7% [25]
美容护理行业周报：加码美妆科技领域，建议关注AI美妆
华龙证券·2025-01-14 02:08