Core Insights - The beauty industry in China is experiencing significant changes, with a focus on high-end fragrance brands, domestic beauty brands' performance, and the integration of science and global strategies in the market [2][3][4][5][6][7]. Industry Environment - Douyin e-commerce has revitalized the perception of "Chinese good ingredients," showcasing natural components from local brands and enhancing consumer trust through expert endorsements and interactive marketing [3]. High-End Fragrance Market - The fragrance category is witnessing growth despite overall market pressures, with projections indicating the Chinese perfume market will reach 24.9 billion yuan by 2025 and exceed 33.9 billion yuan by 2028, reflecting a compound annual growth rate of 8% [4]. Domestic Beauty Brands Performance - In the first half of 2025, the domestic beauty market grew by 3.1%, with leading brands like Proya achieving 5.36 billion yuan in revenue, while others like Huaxi Biological faced challenges [5]. Globalization and Scientific Innovation - The second half of the domestic beauty market is expected to focus on scientific advancements, segmentation of consumer scenarios, and globalization strategies [7]. Medical Beauty and Cosmetic Integration - The medical beauty sector is projected to grow at a compound annual growth rate of 10%-15% from 2024 to 2027, with brands increasingly merging beauty and medical aesthetics to meet consumer demands for comprehensive care [10]. E-commerce and Brand Strategies - E-commerce operators in the beauty sector are facing challenges, with only one company, Ruoyu Chen, showing significant growth amidst a broader industry slowdown [14]. New Product Launches and Brand Collaborations - Major brands like L'Oréal are expanding into the fragrance market with new high-end products, while emerging brands like Huaxizi are innovating in skincare with a focus on traditional Chinese medicine [16][17]. Market Trends and Consumer Behavior - The beauty market is seeing a shift towards affordable and effective products, with brands needing to adapt to changing consumer preferences and the competitive landscape [12][25].
2025年第39周:美妆行业周度市场观察