Shanghai Jahwa(SH:600315) FBeauty未来迹·2026-01-23 09:03Core Viewpoint - The article emphasizes the importance of skin barrier repair in the skincare industry, positioning it as a long-term commitment akin to the Great Wall of China, which symbolizes protection and stability [4][12][36]. Group 1: Company Development and Research - Yuze has been focused on skin barrier repair for 23 years, undergoing a long phase of high investment and slow returns, which has not been fully understood by the market [6][10]. - The initial research was based on clinical practices at Ruijin Hospital, where skin barrier issues were not yet mainstream, highlighting the need for scientific and sustainable daily care [6][8]. - The first skin barrier repair product took six years to develop, involving 1,386 clinical validations, and over 5,000 clinical studies have been conducted in collaboration with more than 40 top-tier hospitals [8][12]. Group 2: Product Development Stages - Yuze's development is divided into four stages: 1. Medical research origin phase, focusing on establishing evidence-based standards [10]. 2. Product and application expansion phase, validating the skin barrier repair concept [10]. 3. Formation of a technical system, marked by the patent of PBS technology, transitioning to systematic technical accumulation [11]. 4. Current phase centered on systematic and long-term principles, emphasizing clinical insights and evidence-based standards [11][12]. Group 3: Market Position and Strategy - Yuze's commitment to skin barrier repair has created a competitive advantage in a rapidly changing industry, allowing for sustained output and continuous validation [14][36]. - The launch of the second-generation skin barrier repair cream in 2025 achieved over 100 million yuan in sales in its first year, becoming a significant growth driver for the company [12][36]. - The brand's long-term focus on skin barrier repair is seen as a strategic choice that aligns with public health values, addressing chronic skin conditions that require ongoing care [34][36]. Group 4: Public Health and Social Responsibility - The establishment of the "Shanghai Jahwa-Ruijin Guangci Skin Disease Charity Fund" aims to assist economically disadvantaged patients with skin diseases, creating a positive feedback loop between public health, research, and brand development [32][34]. - The article highlights the need for a comprehensive understanding of skin health as a public health issue, emphasizing the importance of stable skin barrier maintenance over quick fixes [34][36]. Group 5: Cultural and Educational Initiatives - Yuze's collaboration with the Great Wall Small Station for the "Barrier Art Exhibition" aims to elevate the understanding of skin health and repair as a cultural action, reinforcing the brand's image as a protector of life [35][36]. - The release of the "National Skin Barrier Health Green Book" seeks to establish a framework for understanding skin barriers that is accessible to the public while remaining grounded in medical logic [24][32].