美容护理行业周报：创健医疗发布重组人胶原蛋白，关注38大促催化

Investment Rating - The report maintains an "Overweight" rating for the beauty and personal care industry [3] Core Insights - Jiangsu Chuangjian Medical has successfully developed a recombinant human collagen type III that is fully consistent with the amino acid sequence of natural human collagen, which is expected to be commercialized [4][16] - Aier Doctor launched the upgraded version of its "Flash Charge Water Emulsion 2.0," which includes five major improvements, including the introduction of recombinant collagen [5][17] - East China Pharmaceutical's strategic partner ATGC Co., Ltd. has received approval for the market application of its new type A botulinum toxin product ATGC-110 in South Korea [5][19] - During the Spring Festival holiday, Tmall's skincare category generated a GMV of 918 million yuan, with 40% of the top 20 brands being domestic brands [6][20] Summary by Sections Major Points - Jiangsu Chuangjian Medical's recombinant human collagen type III is expected to set a new standard in the industry due to its mechanical support capabilities [16] - Aier Doctor's Flash Charge Water Emulsion 2.0 has shown significant anti-aging effects, with users reporting a reduction in fine lines and improved skin tightness after 28 days of use [17] - East China Pharmaceutical's ATGC-110 is designed to improve moderate to severe frown lines and is expected to be commercialized in collaboration with ATGC [19] - Tmall's Spring Festival sales data indicates strong performance for domestic skincare brands, with significant contributions from skincare sets [20] Market Review - The beauty and personal care industry index increased by 5.90%, outperforming the CSI 300 index by 2.19 percentage points [21] - The cosmetics sector saw a notable increase of 11.23%, while personal care products grew by 1.27% [21] Industry News and Announcements - Notable industry developments include the launch of men's beauty products by NBA star LeBron James and the introduction of a hair care brand by Beyoncé [7][30][33] - Coty has signed a new agreement with Italian luxury brand Etro for the production and distribution of its fragrance line [31] - Blackstone Group is in the process of evaluating a potential acquisition of the French cosmetics group L'Occitane [36]