股价大跌！美妆龙头遭质疑，公司回应！多家券商研报被“声讨”

Core Viewpoint - The article discusses the recent controversy surrounding Juzi Biotechnology, particularly allegations of false advertising regarding its collagen products, leading to a significant drop in its stock price and market value [1][3][6]. Group 1: Allegations and Company Response - A beauty influencer, "Big Mouth Doctor," accused Juzi Biotechnology of selling a collagen product with insufficient collagen content, claiming it was only 0.0177%, which is below the required 0.1% for non-trace ingredients [3][6]. - Juzi Biotechnology's brand, Kefu Mei, issued a statement denying these allegations, asserting that their tests showed collagen content exceeding 0.1% and that they would conduct further third-party tests to verify this [6]. Group 2: Company Background and Market Position - Juzi Biotechnology, led by its actual controller, Fan Daidi, is a leader in the recombinant collagen field in China, with a product range that includes functional skincare, medical dressings, and medical devices [7]. - The company has seen rapid growth, with revenue increasing from 0.9 billion to 5.5 billion from 2019 to 2024, and net profit rising from 0.55 billion to 2.06 billion during the same period [8]. Group 3: Financial Performance and Market Dynamics - In 2024, Kefu Mei generated 4.54 billion, a year-on-year increase of 62.9%, while another brand, Keli Jin, achieved 0.84 billion, up 36.3% [8]. - Juzi Biotechnology's gross margin is reported at 82%, significantly higher than many comparable companies in the industry, which typically range from 70% to 90% [8]. Group 4: Recent Financing Activities - Despite strong financial performance, Juzi Biotechnology has engaged in multiple financing rounds, including an IPO in 2022 that raised 0.584 billion and a recent placement in 2024 that raised 1.641 billion [9].