Investment Rating - The investment rating for the beauty and personal care industry is "Recommended" [6][30]. Core Insights - The report highlights a significant breakthrough in the medical beauty industry with the approval of a patent for recombinant human type IV collagen by Juzhi Biotechnology, marking a milestone in the field [3][30]. - The industry is experiencing trends of technological innovation and product diversification, with a focus on effective skincare products and a broadening of medical beauty product lines [6][30]. Summary by Sections Recent Developments - Juzhi Biotechnology has achieved a groundbreaking patent for recombinant human type IV collagen, which is expected to open new applications in the industry [3][30]. - A strategic collaboration between Guangzhou Luohua Biotechnology and Marubi Biotechnology aims to accelerate the application of biotechnology in skincare [5][16]. Market Performance - The Shenyuan Beauty and Personal Care Index increased by 1.62% from February 5 to February 7, 2025, with notable stock performances from companies like Runben Co., Ltd. and Kedi-B [11]. Investment Recommendations - The report suggests focusing on companies such as Juzhi Biotechnology, Haohai Biological Technology, Huaxi Biological, Huadong Medicine, Runben Co., Ltd., and Pumen Technology due to their strong R&D foundations and promising product lines [6][30]. Key Company Announcements - Juzhi Biotechnology's patent for recombinant human type IV collagen is expected to enhance skin barrier repair and anti-inflammatory effects, showcasing its potential in various skincare applications [25][29]. - The report also mentions the withdrawal of the IPO application by Wuhan Qizhi Laser Technology Co., Ltd., indicating regulatory challenges in the industry [18]. Financial Projections - The report includes earnings per share (EPS) forecasts for key companies, with Juzhi Biotechnology projected to have an EPS of 2.45 yuan in 2025, reflecting a positive growth trajectory [32].
美容护理行业周报:巨子生物重组人Ⅳ型胶原蛋白专利获批,医美行业迎来新突破
CHINA DRAGON SECURITIES·2025-02-10 09:59