扬子晚报网9月24日讯（记者 姜天圣）2025 年 9 月 19 日，得物 App 在上海北外滩举办 "我的主场 2025FW 新潮审美发布会"。近百位社区优质创作者、Charlotte Zhang、何运晨等明星艺人及安踏、李宁 等众多知名品牌齐聚现场，通过创新音乐展演与跨界走秀发布秋冬潮流趋势，打造了一场融合经典美学 与当代潮流的沉浸式时尚盛会。 作为得物十年发展的重要实践，此次发布会集中展现了平台在潮流文化领域的深耕成果。数据显示，得 物 App 已成为年轻人聚集的品质生活购物社区，每两位 30 岁以下中国年轻人中就有 1 位是其活跃用 户。过去一年，平台社区活跃创作者数量同比增幅达 143%，内容覆盖美妆、数码、运动等多元领域， 构建起丰富的青年兴趣生态。 本次发布会的核心亮点为得物与 Madame Figaro 费加罗联合发布的「静默复古风」。该风格摒弃单一复 古复刻的刻板模式，以经典永续的版型、低调内敛的色调和历久弥新的质感为核心，推动服装回归功能 与审美相融的本质设计理念，为青年群体提供兼具高级感与实用性的穿搭方案。 发布会的成功举办，进一步彰显了上海作为国际时尚之都的集聚力。得物相关负责人表示， ...

Core Viewpoint - The company Mao Geping (01318) has shown significant growth in its financial performance for the first half of the year, indicating strong market positioning and potential for further expansion [1] Financial Performance - In the first half of the year, Mao Geping achieved a revenue of 2.588 billion yuan, representing a year-on-year increase of 31.28% [1] - The net profit for the same period was 670 million yuan, reflecting a year-on-year growth of 36.11% [1] Market Positioning - According to Zheshang Securities, the company's high growth in performance is attributed to its high-end positioning and the rarity of Eastern aesthetics in the market [1] - The company is recognized as a scarce high-end makeup brand in China, currently in a brand momentum phase [1] Product and Channel Strategy - The company benefits from a product strategy that includes the development of blockbuster products and a second-tier product matrix [1] - There is a steady expansion of offline stores and a strengthening of online channel operations, which increases customer repurchase loyalty [1] - The brand is expected to have significant growth potential due to its multi-category and multi-channel collaborative efforts [1]

Summary of the Conference Call for Mao Geping Brand Industry and Company Overview - The conference call discusses the Mao Geping brand, which operates in the high-end beauty and skincare market in China. The brand has established a strong presence with over 400 counters in more than 120 cities and employs over 2,800 beauty consultants, emphasizing its offline channel advantage [2][4]. Core Insights and Arguments - **Brand Recognition and Positioning**: Mao Geping has built a unique brand identity through its personal makeup IP, which is difficult to replicate. The brand focuses on Oriental aesthetics and high-end positioning, creating a strong brand recognition that can extend into skincare and fragrance categories [2][4]. - **Skincare Product Performance**: The brand's high-end skincare line, particularly the luxury caviar mask, has achieved significant sales, with retail sales exceeding 800 million yuan, accounting for over 55% of its total skincare revenue. This success is attributed to the brand's emphasis on high-end aesthetic values rather than just product efficacy [2][8]. - **Fragrance Market Potential**: The fragrance business is seen as a crucial area for expansion. The "Smell of the East" series, inspired by cultural elements, is positioned at a price point of 680 yuan for 45ml, appealing to both entry-level and high-end consumers. The Chinese fragrance market is projected to exceed 58.8 billion yuan by 2030, and achieving a 3% market share could yield over 600 million yuan in sales for Mao Geping [3][9]. - **Growth Projections**: Mao Geping anticipates a compound annual growth rate (CAGR) of 30% to 35% over the next few years, with profit growth expected to outpace revenue growth. The brand also aims to maintain double-digit growth in cosmetic art training and related sales [4][10]. Additional Important Insights - **Competitive Advantage**: The brand's competitive edge lies in its ability to meet the specific skin characteristics and aesthetic needs of Asian consumers through a comprehensive offline experience and personalized service [4][5]. - **Learning from International Brands**: The brand can draw lessons from successful international cases like Chanel, which has successfully transitioned from makeup to skincare by maintaining a classic and elegant brand image, avoiding the pitfalls of chasing youth-oriented trends [6][7]. - **Market Dynamics**: The call highlights that many international makeup brands have struggled to transition into skincare due to conflicting brand identities focused on youth and trendiness, which do not align with the high-end skincare market's requirements [7]. This summary encapsulates the key points discussed in the conference call regarding the Mao Geping brand's strategy, market potential, and growth outlook in the high-end beauty and skincare industry.