Bloomage Biotech(SH:688363) FBeauty未来迹·2025-09-03 12:40Core Viewpoint - A deep technological competition surrounding skin repair is emerging, integrating advanced sciences like cell biology and synthetic biology into product development, indicating a shift from surface-level skin care to cellular-level repair [3][4][16]. Market Overview - The market for soothing and repairing cosmetics in China has reached 178.25 billion yuan, growing by 8.81% year-on-year, accounting for nearly one-quarter of the entire cosmetics market [3][4]. - The repair market has evolved from being an added feature to a fundamental demand for skin health [4]. Brand Strategy and Positioning - Huaxi Biological's core brand, Runbaiyan, announced its entry into the "Cell Repair 2.0 Era," focusing on cellular-level research to tap into the billion-yuan market [4][40]. - Runbaiyan's new brand positioning emphasizes the importance of foundational skin repair for achieving good skin appearance, addressing the fact that over 70% of Chinese consumers are in a sub-healthy skin state [20][40]. Technological Innovation - The company has developed the INFIHA® cell repair technology, aiming to rebuild a healthy extracellular matrix (ECM) network and achieve deep cellular repair [33][40]. - The focus on ECM as a key aging marker aligns with the company's long-term research direction, showcasing its commitment to advancing in the field of life sciences [16][31]. Cultural Integration - The brand's recent event in Dunhuang combined traditional culture with modern biotechnology, reflecting a unique approach to brand storytelling and consumer engagement [4][26]. - The event featured immersive experiences that connected cultural heritage with skin repair, reinforcing the brand's narrative of restoration and care [6][12]. Leadership and Vision - The CEO of Huaxi Biological emphasized the company's mission to extend its research from ECM to cellular communication and internal cellular processes, aiming to position "Chinese manufacturing" as "Chinese frontier" in life sciences [14][40]. - The brand's global ambassador, Zhang Yixing, embodies the spirit of cultural preservation and innovation, aligning with the brand's values and mission [34][36]. Organizational Changes - Huaxi Biological has restructured its personal health consumer goods division to focus on skin science innovation, enhancing operational efficiency and aligning with Runbaiyan's brand renewal [41][42]. - The company's R&D investment has increased by 15.25% year-on-year, indicating a strategic shift towards focused research and precise marketing efforts [42].