Core Insights - The acquisition of Baizicui by Orange Group marks a significant step in the company's strategy to enhance its multi-brand and multi-category beauty matrix [1][2] - Baizicui, founded in 2012, focuses on scientific skincare, particularly for sensitive and problematic skin, under the leadership of renowned dermatologist Professor Li Yuanhong [1] - The acquisition aims to leverage Orange Group's resources and expertise in product development and marketing to strengthen Baizicui's position in the scientific skincare market [2] Company Overview - Orange Group has officially signed an acquisition agreement with Baizicui, a brand specializing in scientific skincare [1] - Baizicui has been dedicated to providing safe and effective skincare solutions for 13 years, emphasizing a "medical research combined" approach [1] - Professor Li Yuanhong will continue as Chief Product Officer post-acquisition, ensuring the brand's commitment to professional and scientific product development [1] Industry Perspective - The scientific skincare sector, particularly the "medical research combined" approach, is viewed as a key growth area, addressing real consumer pain points in skincare [2] - There is an increasing demand for professional scientific skincare solutions, driven by a rising proportion of consumers with sensitive and problematic skin [2] - Orange Group aims to utilize its R&D capabilities to address the skincare concerns of Chinese consumers effectively [2]

Core Viewpoint - The acquisition of Baizhichui by Juyi Group marks a significant step in its transition from a color cosmetics leader to a diversified beauty group focused on scientific skincare [2][10]. Group 1: Acquisition Details - Juyi Group has officially signed an acquisition agreement with Baizhichui, a dermatology-based skincare brand [2]. - Baizhichui, founded in 2012, focuses on providing safe and effective skincare solutions for sensitive and problematic skin, leveraging a strong medical background [4]. - The brand's product line includes solutions for various skin concerns, with its "Little Green Bottle" series achieving sales of over 8 million units [5]. Group 2: Brand and Market Position - Baizhichui's founder, Dr. Li Yuanhong, will continue as Chief Product Officer, ensuring the brand's medical expertise is maintained [6]. - The brand has established a comprehensive channel network, initially focusing on professional channels and later expanding to e-commerce and retail [6][10]. - Juyi Group's retail revenue is projected to exceed 4.2 billion in 2024, with a 36% year-on-year increase, showcasing its strong market position [10][14]. Group 3: Strategic Implications - The acquisition is seen as a strategic move to enhance Juyi Group's multi-category brand matrix, which now includes color cosmetics, skincare, and scalp care [10][15]. - Juyi Group aims to leverage Baizhichui's scientific skincare expertise to accelerate its growth in the professional skincare market [15]. - The company has been recognized as one of the top 100 global beauty companies, ranking 68th this year, reflecting its competitive strength [16].