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专访上海家化首席研发官贾海东:重押“中国成分”与合成生物
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-18 06:08
Core Viewpoint - Shanghai Jahwa has successfully registered five new raw materials with the National Medical Products Administration, focusing on the development and application of Chinese characteristic plants, which is seen as a significant opportunity for the company to leverage its unique resources in the beauty industry [1][2]. Group 1: R&D Strategy and Achievements - The company reported a revenue of 3.478 billion yuan in the first half of 2025, representing a year-on-year growth of 4.75%, while the net profit attributable to shareholders was 266 million yuan, up 11.66% [1]. - R&D expenses increased by 26% during the same period, reflecting the company's commitment to innovation and development [1][11]. - The R&D structure is divided into three main areas: basic research, product development, and project support, covering the entire process from raw material development to product quality control [3]. Group 2: Focus on Chinese Characteristic Plants - The company aims to deepen the research and application of Chinese characteristic plants, which are perceived as complex systems with multiple components and mechanisms, rather than relying on single-target research approaches [4]. - Shanghai Jahwa has established a database for external beauty prescriptions based on traditional Chinese medicine, utilizing AI technology to explore the potential of "Chinese ingredients" [4]. Group 3: Collaboration and Innovation - The company has partnered with the Chinese Academy of Traditional Chinese Medicine to establish a joint laboratory focused on the skin health benefits of Artemisia annua and other Chinese characteristic plants [7]. - A new innovation R&D center focusing on synthetic biology has been established, aiming to leverage gene editing and microbial engineering to create new cosmetic ingredients [9][10]. Group 4: AI and Digitalization - The company is exploring AI and digital capabilities, including an AI skin detection program developed in collaboration with Megvii Technology, which analyzes skin conditions based on facial data [11]. - R&D investments have steadily increased from 151 million yuan in 2020 to 179 million yuan in 2024, with a focus on enhancing the R&D system, medical research collaboration, and product innovation [11].
报告:松达连续5年位居山茶油婴童面霜全国销量第一
Jing Ji Wang· 2025-09-16 10:30
近年来,中国婴童护肤市场进入下半场,温和、天然的"中国成分"正稳坐C位。对于坚持"安全优先、功效必需、配方极简"的婴童护肤品牌而言,自然化、 本土化的成分已成为重要的创新源泉,其中山茶油、松花粉等特色成分正迅速崛起,市场占有率与品牌声量同步攀升。 2009年,《全国油茶产业发展规划(2009—2020年)》实施,将油茶产业纳入重点扶持范围,明确提出要增强龙头企业示范带动作用,延长经济链条,推进 产业化发展。 近年来,伴随"妆食同源"理念兴起,山茶油从餐桌走向梳妆台,成为婴童护肤领域的天然成分。作为早期布局山茶油赛道的品牌,松达依托省级科研合作单 位——天鑫研究院,凭借30余年的技术积累和体系建设,抢抓产业升级机遇,在核心技术攻关与成果转化方面走在前列。 2013年9月,松达推出首款山茶油系列产品——松达婴儿护肤山茶油,率先将这一中国传统成分应用于婴童护肤领域。此后,产品线不断丰富,婴儿山茶油 乳、婴儿山茶油洗发沐浴露等相继问世。 传统山茶油精炼工艺需经高温处理,导致大部分活性成分流失,难以充分发挥原有功效。三萜烯醇尤为稀有,1克标准品价值约140万元,约为黄金的1800 倍。 为破解这一技术瓶颈,天鑫研究院率 ...
国货品牌松达,连续5年位居山茶油婴童面霜全国销量第一
Jiang Nan Shi Bao· 2025-09-16 02:39
Core Insights - The Chinese baby skincare market is entering a new phase, with "Chinese ingredients" like camellia oil gaining prominence, projected to double to 100 billion yuan in five years [1] - Brands focusing on safety, efficacy, and simplicity in formulations are increasingly innovating with natural and local ingredients, with camellia oil and pine pollen emerging as key components [1][3] Industry Overview - The camellia oil industry has a long history in China, with significant policy support since the 1950s to promote its production and commercialization [3][6] - Recent trends emphasize the "food and cosmetics share the same source" concept, leading to camellia oil's integration into baby skincare products [3][6] Company Highlights - Songda has been a leader in the camellia oil baby cream market for five consecutive years, establishing itself as a benchmark for balancing ingredient efficacy [1][4] - The company has developed proprietary technologies to enhance the stability and effectiveness of camellia oil, particularly focusing on the active component triterpenol [4][6] Research and Development - Songda collaborates with Tianxin Research Institute to advance its technology and product offerings, having launched its first camellia oil product in 2013 [4][6] - The company has secured seven patents in the camellia oil sector, contributing to the standardization and scalability of the industry [6] Product Innovation - Songda has implemented a comprehensive quality control system, ensuring safety and efficacy through extensive testing and adherence to strict formulation principles [7] - The brand's products are designed to address various skin concerns for infants, utilizing a specific blend of camellia oil components to provide effective skincare solutions [7][9] Market Potential - The Chinese children's skincare market is expected to maintain a compound annual growth rate of over 12% from 2025 to 2030, potentially exceeding 100 billion yuan by 2030 [9] - With the combination of policy support, scientific research, and consumer demand, camellia oil baby skincare products are positioned for significant growth [9]
植物医生以品质破局美妆行业内卷
Jiang Nan Shi Bao· 2025-06-04 14:48
Core Viewpoint - The e-commerce market is evolving with the upcoming 2025 618 shopping festival, which has been moved to mid-May, providing consumers with a longer shopping period. Plant Doctor is focusing on a "quality first" strategy, avoiding price wars, backed by strong capabilities and long-term strategic considerations [1][2]. Company Overview - Plant Doctor, established in 1994, has become a leading single-brand cosmetics company in China, with 24 million members and over 5,000 stores globally across more than 300 cities [1]. - The company emphasizes a unique in-store experience, allowing consumers to directly engage with product quality and effects, distinguishing itself from online brands [1]. Research and Development - Plant Doctor collaborates closely with the Kunming Institute of Botany, establishing a robust R&D system that enhances its research capabilities [1]. - The company has developed a unique ingredient, "Dendrobium Oligosaccharide," which addresses traditional anti-aging challenges by enabling effective skin penetration and promoting collagen synthesis [2]. Market Performance - The Dendrobium series has achieved significant market success, with Plant Doctor recognized as the global leader in Dendrobium skincare product retail sales, validating consumer trust in its product quality and unique ingredients [2]. Industry Impact - Plant Doctor's commitment to quality over price competition not only enhances its brand image but also sets a positive example for the beauty industry, encouraging a shift towards quality and innovation as core competitive advantages [3].
从青刺果和薇诺娜的千年奇缘看“中国成分”的三重跨越
FBeauty未来迹· 2025-05-30 11:13
Core Viewpoint - The article highlights the journey of the "Qing Ciguo" (青刺果) from a little-known plant in the mountains of Southwest China to a significant ingredient in skincare products, particularly through the efforts of the brand Winona (薇诺娜) [2][19]. Group 1: Qing Ciguo's Historical and Cultural Significance - Qing Ciguo has a history of over a thousand years in medicinal and culinary use among ethnic minorities in Yunnan, with documented medicinal use dating back approximately 500 years [2][6]. - The plant is known for its resilience, blooming in harsh winter conditions, symbolizing strength and beauty [2]. Group 2: Winona's Research and Development Efforts - Winona has been researching Qing Ciguo since its inception, selecting it as a core ingredient from over 6,500 medicinal plants in Yunnan [8][10]. - The brand has published 17 academic papers related to Qing Ciguo, with 13 being published and 4 presented at conferences, showcasing its commitment to scientific validation [10]. - Winona's research has transitioned Qing Ciguo from a traditional medicinal plant to a scientifically validated ingredient, establishing its efficacy in skin barrier repair [11][19]. Group 3: Product Development and Innovation - Winona has developed multiple iterations of its flagship product, the "Special Care Cream," utilizing advanced extraction and refinement techniques to enhance the stability and efficacy of Qing Ciguo oil [11][14]. - The introduction of new components like Qing Ciguo polysaccharides and flavonoids represents a shift from single-component to multi-component applications in skincare [14][16]. Group 4: Economic and Ecological Impact - The expansion of Qing Ciguo cultivation has positively impacted local economies, improving infrastructure and creating job opportunities in the region [20][21]. - Winona has implemented sustainable practices, including carbon footprint management and ecological restoration projects, contributing to environmental conservation [23][28]. Group 5: Industry Recognition and Future Prospects - Winona has received international awards for innovation in raw materials and research excellence, positioning itself as a leader in the Chinese cosmetics industry [17][19]. - The company plans to replicate its success with Qing Ciguo by exploring other local plants, further driving innovation and economic growth in the region [30][31].
抖音顶流、小红书种“钞”机,揭秘IPO美妆的流量炼金术
3 6 Ke· 2025-05-22 10:54
Core Viewpoint - The upcoming IPO of Gu Yu, a domestic beauty brand, highlights the changing dynamics in the Chinese beauty industry, shifting from a focus on GMV growth to customer lifetime value as investors become more discerning [1][16]. Industry Overview - The domestic beauty industry has experienced significant fluctuations over the past decade, transitioning from a period of rapid growth to a more rational market environment [1][5]. - The rise of brands like Perfect Diary and Huaxizi was fueled by social media, reaching a peak between 2020 and 2021, but the market soon recognized the unsustainability of the "traffic equals brand" model, leading to a decline starting in 2022 [2][5]. Financial Performance - In 2022, the beauty and personal care industry saw a dramatic drop in financing, with 74 investment events totaling approximately 7.949 billion yuan, a year-on-year decrease of 72.88% [5]. - Recent financial reports indicate that companies like Beitaini and Huaxi Biological have faced declining revenues and profits, with Beitaini's net profit dropping by 33.53% year-on-year [5][6]. Gu Yu's Growth Strategy - Gu Yu has achieved explosive growth in GMV, surpassing 5 billion yuan in 2024, with a year-on-year growth rate exceeding 40% [10]. - The brand has effectively utilized major social media platforms for marketing, starting with Taobao Live in 2016 and expanding to platforms like Xiaohongshu, Kuaishou, and Douyin [7][9]. Challenges and Risks - Gu Yu's reliance on a marketing-driven growth strategy mirrors that of earlier successful brands, raising concerns about profitability as marketing costs rise and consumer loyalty wanes [11][12]. - The brand faces significant challenges in product differentiation and market competition, particularly in the essence category where it primarily generates revenue [11][12]. Market Dynamics - The beauty industry is witnessing a shift in focus from traffic-driven growth to sustainable business models, emphasizing profitability and customer retention [16][18]. - The competitive landscape is intensifying, with new customer acquisition costs rising and customer lifetime value decreasing, leading to lower repurchase rates [18][20]. Regulatory Environment - Stricter regulations in the beauty industry, particularly regarding marketing claims, are expected to impact smaller brands that rely heavily on concept marketing [22]. - The evolving consumer preferences among younger generations indicate a shift towards valuing product efficacy over brand popularity, challenging traditional marketing strategies [22]. Conclusion - Gu Yu's IPO represents a critical moment for the domestic beauty industry, as it must navigate the transition from a focus on rapid growth to establishing a sustainable business model that can withstand market pressures and changing consumer expectations [23].
植物医生:以自然密码解码2025世博会“可持续之美”新范式
Jiang Nan Shi Bao· 2025-04-29 04:35
Core Viewpoint - The announcement of Plant Doctor as the official authorized brand for the 2025 World Expo marks a significant breakthrough for Chinese brands on the international stage, showcasing the technological strength of Eastern beauty through the key ingredient "Dendrobium polysaccharides" [1][4]. Group 1: Partnership and International Expansion - The 2025 World Expo's theme of "Building the Future Society, Imagining Tomorrow's Life" aligns with Plant Doctor's brand philosophy of "Revering Nature, Advocating Science, and Giving Back to Society" [2]. - Plant Doctor began its international journey in 2019 by opening its first overseas store in Osaka, Japan, and has since expanded into markets like Singapore and Hong Kong, with over 5,000 single-brand stores globally and more than 24 million members [2]. - The company plans to continue its strategic expansion in the Asia-Pacific region, targeting emerging markets such as the Philippines and Vietnam [2]. Group 2: Research and Development - Plant Doctor collaborates with the Kunming Institute of Botany to innovate in the cosmetics market, breaking through barriers with the discovery of Dendrobium polysaccharides, which have shown significant anti-aging effects [3][4]. - The Dendrobium polysaccharides project has received a national award for commercial technological progress, affirming Plant Doctor's market position as the leading retailer of Dendrobium skincare products globally [4]. - The unique Dendrobium variety used, "Kunzhong No. 1," has a polysaccharide content approximately 15% higher than the pharmacopoeia standard, enhancing its efficacy in skincare [4]. Group 3: Social Responsibility - Plant Doctor integrates market profits into ecological protection efforts, establishing a partnership with the UNDP to promote biodiversity and mountain ecosystem restoration, benefiting over 10,000 local residents [6]. - The company has invested 30 million yuan in building a biodiversity experience park, which serves as a permanent exhibition site for COP15, and has sponsored the Wu Zhengyi Botany Award to support achievements in botanical research [6]. - The recognition as the official brand for the 2025 World Expo not only highlights the strength of Chinese brands but also emphasizes the company's commitment to sustainable development and social responsibility [6].