近年来，我国化妆品产业已迈入蓬勃发展的快车道。据中国香料香精化妆品工业协会联合相关机构统 计，2024年我国化妆品市场交易总额达10738.22亿元，同比增长2.8%；其中国产品牌市场份额持续扩 大，占比达55.2%。 中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示："我国化妆品产业正处于快速发展与转 型升级的关键时期。从整体来看，产业规模持续扩大，国际竞争力逐步增强。但繁荣发展的背后，也存 在创新能力不足、品牌建设相对滞后等问题。" 11月17日，国家药品监督管理局（以下简称"国家药监局"）发布《关于深化化妆品监管改革促进产业高 质量发展的意见》（以下简称《意见》），其中要求加大化妆品产业创新支持力度。《意见》还就"畅 通新功效化妆品注册渠道""鼓励化妆品新品在中国首发""促进化妆品银发经济发展"等六个方面提出针 对性意见。 中国企业联合会资委会委员、高级经济师董鹏对《证券日报》记者表示，《意见》通过完善监管体系、 强化创新支持等举措，为化妆品产业的健康发展构建了系统化路径。这不仅有助于深化化妆品监管改 革，还能更好地满足人民群众对健康美、个性化美的深层需求，实现"美丽经济"与"品质生活"的协同发 ...

Core Viewpoint - The article discusses the release of the "Opinions on Deepening Cosmetic Regulation Reform to Promote High-Quality Development" by the National Medical Products Administration, which outlines 24 reform opinions and 48 specific measures aimed at modernizing the regulatory system and upgrading the cosmetic industry in China by 2035 [4][5][21]. Group 1: Reform Objectives - The document aims to achieve a regulatory system that meets international advanced standards by 2035, enhancing the innovation capacity and global competitiveness of the cosmetic industry [4][21]. - It sets a two-step goal: by 2030, to improve regulatory frameworks and risk management systems, and by 2035, to fully modernize the regulatory approach [21][22]. Group 2: Key Reform Areas - Encouraging innovation by establishing fast-track review channels for new efficacy cosmetics and supporting the development of products for the elderly [6][13]. - Optimizing registration and filing management to enhance service efficiency, including simplifying documentation and establishing a collaborative review mechanism [7][25]. - Strengthening production and operational supervision to build a risk prevention system, including differentiated regulatory measures based on risk levels [8][27]. - Solidifying technical support to modernize regulatory capabilities, including enhancing the review and inspection workforce and promoting the use of artificial intelligence [10][31]. - Promoting international alignment to enhance global competitiveness, including reducing animal testing requirements and improving the adaptability of raw materials [11][30]. Group 3: Highlights of the Reform - Establishing a fast-track review mechanism for new efficacy products to stimulate research and development [13][16]. - Positioning China as a global launch site for new products by removing barriers to international product launches [14][16]. - Focusing on the "silver economy" by encouraging the development of cosmetics tailored for the elderly [15][16]. - Implementing electronic label trials to enhance consumer experience and support sustainable development [15][16]. - Improving the quality management system within three years to address industry weaknesses [18][24]. Group 4: Industry Context - The Chinese cosmetic market is projected to exceed 1 trillion yuan by 2024, becoming the largest global market, with over 2.3 million product registrations as of October 2025 [18][24]. - Despite rapid growth, the industry faces challenges such as insufficient innovation capabilities and a lagging quality management system [18][19][24]. - The article emphasizes the need for a modernized regulatory framework to address these challenges and enhance the industry's competitiveness on a global scale [20][22].

时代的钟摆下，中国化妆品城市版图正在重塑。 上海，正在抢占新一轮化妆品产业竞赛的战略先手。 今年9月，上海发布《关于进一步促进化妆品产业高质量发展的若干措施》（下称：《措施》），其中在"上海制造红起来"的培育计划中，每个项目支持 金额最高可达3000万元。《措施》一经发布，便在业内引发广泛反响，被称为"全国最大力度美妆新政"。 近日，在《措施》政策宣贯会上，上海化妆品产业发展目标也正式揭晓，其中包括"力争用三年时间，培育出市值500亿元企业1家"，展现"中国美妆品牌 之都"的蓬勃野心。 截止发稿，市值最高的国货美妆上市企业为毛戈平，总部位于杭州，市值不足400亿元，第二及第三名分别为巨子生物、上美股份。 目前，上海本地国货美妆上市企业主要有上美股份、上海家化等，林清轩、自然堂则正在冲击港股。 近年来，广州、上海、杭州被公认为国内化妆品产业的三大重镇。其中，杭州凭借电商优势及营商环境异军突起，如今国货美妆企业中营收最高的珀莱 雅、市值最高的毛戈平总部均位于杭州，这也让杭州持续撼动着固有的城市次序。 当下，中国美妆市场正在迎来品牌化、高端化的黄金窗口期，谁能抓住化妆品产业升级与高质量发展的机遇，无疑就能够在新一轮 ...