2025.10. 11 本文字数：2963，阅读时长大约4分钟 作者 | 第一财经 刘晓颖 虽然中国香妆行业市场规模从2023年开始已连续两年超万亿元，成为全球第一大化妆品消费市场，但如今的中国美妆 市场也迎来全新的竞争格局：从"增量竞争"转向"存量博弈"，从渠道驱动转向品牌驱动。 在近期举办的2025CAME上，记者在走访一些企业后了解到，如今的中国化妆品行业在原料创新、功效验证、技术转 化等方面都有了突破。 不少业内人士表示，从核心技术攻关到品牌价值重构，从单点竞争到生态共建，中国香妆产业正通过深化科技驱动、 重塑品牌逻辑、构建协同网络，培育新质生产力，重塑其在全球价值链中的话语权。 突破原料"卡脖子"，企业进入"收获期" "很多人说化妆品没什么用，只是一个安慰品，其实不是的。化妆品一定是有价值的，它要真正为皮肤健康提供帮助， 让消费者切实感受到获得感。" 华熙生物科技股份有限公司董事长兼总裁赵燕日前在2025CAME上接受媒体采访时表 示。 果全都靠做代工，自己又没什么研发能力，那最后你卖的产品和别人卖的没区别。这也是为什么一些品牌会火了几年 迅速退去甚至倒闭的原因。" 业内的主流看法一直以来是：靠着营 ...

中国香妆行业面临从增量竞争转向存量博弈的竞争格局。 虽然中国香妆行业市场规模从2023年开始已连续两年超万亿元，成为全球第一大化妆品消费市场，但如今的中国美妆市场也迎来全新的竞争格局：从"增量 竞争"转向"存量博弈"，从渠道驱动转向品牌驱动。 在近期举办的2025CAME上，记者在走访一些企业后了解到，如今的中国化妆品行业在原料创新、功效验证、技术转化等方面都有了突破。 不少业内人士表示，从核心技术攻关到品牌价值重构，从单点竞争到生态共建，中国香妆产业正通过深化科技驱动、重塑品牌逻辑、构建协同网络，培育新 质生产力，重塑其在全球价值链中的话语权。 突破原料"卡脖子"，企业进入"收获期" "很多人说化妆品没什么用，只是一个安慰品，其实不是的。化妆品一定是有价值的，它要真正为皮肤健康提供帮助，让消费者切实感受到获得感。" 华熙 生物科技股份有限公司董事长兼总裁赵燕日前在2025CAME上接受媒体采访时表示。 一位来自广东的参展商告诉记者，自从有了电商直播，国内美妆企业更卷，在一些社交平台上，贴牌的新品牌很容易将业绩在短时间内做上去，但过两年回 头去看，这家企业就没有了。"做化妆品需要做品牌讲故事，但不只是做品牌讲 ...

新原料备案过程中，海南省药监局积极提供指导服务，组织专业技术团队对企业开展"一对一"辅 导，全程跟踪备案进度，协助企业完善申报材料，确保原料安全性和合规性。省药监局相关负责人表 示，将继续优化备案服务机制，支持更多企业开发利用海南特色动植物资源，推动本省化妆品产业创新 发展。 海南日报讯(海南日报全媒体见习记者 王泽宇 记者 王晓曈)近日，海南化妆品产业迎来重要突 破。位于东方市的海南鳄珍鳄鱼产业科技有限公司申报的"鳄鱼油"化妆品新原料已通过国家药监局备 案，成为我省首个成功备案的化妆品新原料，标志着海南化妆品原料创新迈出关键一步。 据悉，此次鳄鱼油新原料的成功备案，是海南充分发挥地方资源特色，促进产业转型升级的具体成 果，将为海南化妆品产业高质量发展注入新动能。 海南鳄珍鳄鱼产业科技有限公司是东方鳄鱼产业龙头企业，集鳄鱼养殖、研发、深加工与销售于一 体，2024年全产业链年产值突破1.5亿元，其开发的美容日化、皮具、营养品等系列产品销售覆盖全 国，本次"鳄鱼油"的研发也是该企业在化妆品原料领域的全新尝试。 根据《化妆品监督管理条例》规定，在我国境内首次使用于化妆品的天然或人工原料属于化妆品新 原料。此次备案 ...

Core Viewpoint - The article emphasizes the acceleration of innovation in China's cosmetic raw materials through regulatory reforms, particularly the "immediate reporting and review" system, which aims to enhance the industry's competitiveness on a global scale [2][6][12]. Regulatory Reforms - The National Medical Products Administration (NMPA) has introduced the "immediate reporting and review" system for new cosmetic raw materials, significantly shortening the approval process and encouraging innovation [6][12]. - A draft opinion on deepening cosmetic regulatory reforms has been prepared, indicating a shift towards a more systematic and high-quality regulatory framework [4][8]. - The NMPA is focusing on high-value innovative raw materials, providing personalized support to encourage genuine innovation [7][12]. Industry Growth - The cosmetic market in China reached a total transaction value of 107.38 billion yuan in 2024, with online sales accounting for 55.2% of the market share among the top 100 brands [8]. - As of August 20, 2025, there are 6,093 cosmetic production enterprises and over 2.24 million registered and filed cosmetic products, indicating rapid industry expansion [9]. Innovation and Market Dynamics - The NMPA's reforms are expected to lower innovation costs and time, allowing companies to respond more quickly to market demands and convert innovations into competitive advantages [12][14]. - The transition from a regulatory ordinance to a legal framework signifies an elevation of the cosmetic industry's status within the national economy [15]. Collaborative Governance - The NMPA aims to establish a governance framework that includes corporate responsibility, government regulation, industry self-discipline, and public participation to foster a healthy innovation ecosystem [11]. - The China Fragrance and Cosmetic Industry Association plays a crucial role in this governance structure, contributing to safety assessments and technological advancements in the industry [11].

Group 1 - The core viewpoint is that international raw material giants continue to dominate the high-end cosmetics market in China, while domestic companies are primarily focused on the mid-to-low end [1] - The registration and filing of new cosmetic raw materials in China will accelerate, with a new "immediate reporting and review" policy being implemented by the National Medical Products Administration (NMPA) [2] - As of June 30, 2025, a total of 272 new raw materials are expected to be registered and filed, with 262 of these being added after May 1, 2021, representing a 26-fold increase compared to the previous decade [2] Group 2 - The total transaction value of China's cosmetics market is projected to reach 1,073.822 billion yuan in 2024, reflecting a year-on-year growth of 2.8% [2] - The self-sufficiency rate for ordinary raw materials is approximately 60%, while the dependence on imports for high-end active ingredients, specialty oils, and functional monomers exceeds 70% [2] - The NMPA emphasizes the importance of raw material innovation as a cornerstone for the high-quality development of the cosmetics industry, indicating that domestic companies need to enhance their R&D investment and capabilities [3]

Core Viewpoint - The National Medical Products Administration (NMPA) reports a steady increase in the registration and filing of new cosmetic raw materials in China, with a total of 272 new materials expected by June 2025 [1] Group 1: Regulatory Changes - Since the implementation of the Cosmetic Supervision and Administration Regulations in 2021, significant adjustments have been made to the management of new cosmetic raw materials in China [1] - New raw materials are categorized based on their risk levels, with higher-risk materials requiring registration and others subject to filing management [1] Group 2: Support for Innovation - The NMPA is actively supporting innovation in cosmetic raw materials by optimizing the registration and filing processes [1] - There is an emphasis on enhancing the internal motivation for innovation among companies while ensuring quality and safety standards are maintained [1]