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华熙生物持续“瘦身”护肤品牌
Xin Lang Cai Jing· 2025-09-11 11:24
Core Viewpoint - Huaxi Biological is continuously downsizing its C-end functional skincare business, specifically shutting down the Runxiquan brand, which was not a major contributor to its revenue and profit [1][2]. Group 1: Business Strategy and Focus - The closure of Runxiquan is part of Huaxi Biological's strategy to focus on its core business and main brands, emphasizing that collagen is not a strategic focus for the company [1][2]. - The company has faced significant pressure from a sharp decline in the performance of its C-end functional skincare brands, with revenue from this segment dropping from over 70% to 40.36% of total revenue by mid-2025 [3]. - Huaxi Biological's chairman has publicly stated the need for corporate restructuring and a return to a startup mentality, highlighting issues with over-reliance on external marketing resources [3]. Group 2: Market Position and Challenges - The company positions itself as a "synthetic biotechnology company," differentiating itself from other domestic beauty brands that rely heavily on consumer sales [4]. - Despite the challenges in the C-end market, Huaxi Biological maintains a competitive edge through its B-end raw materials and medical terminal segments [4]. - The company has diversified its raw material offerings beyond hyaluronic acid, including ingredients like Ectoin and PDRN, but hyaluronic acid remains its core product [6]. Group 3: Brand Management and Market Perception - Huaxi Biological's main brands, including Runbaiyan and Kuadi, have overlapping market positions and unclear differentiation in consumer perception, which complicates their market strategies [9][10]. - The company has shifted from a strategy of aggressive brand expansion to a more focused approach, indicating a need to clarify which brands are core and which are experimental [10][11]. - The overall trend in the domestic beauty industry reflects a shift towards brand structure rebalancing, as companies seek to maintain main brand advantages while managing the performance of sub-brands [11].
华熙生物,控股股东增持!
Core Viewpoint - The controlling shareholder of Hyaluronic Acid leader Huaxi Biological (688363) plans to increase its stake in the company by investing between 200 million to 300 million yuan, with a maximum purchase price of 70 yuan per share [2][8]. Group 1: Shareholder Actions - Huaxi Xingyu Investment Co., Ltd. intends to increase its shareholding in Huaxi Biological, reflecting confidence in the company's long-term value and its ability to lead industry advancements through foundational research [4][8]. - As of August 7, Huaxi Xingyu directly holds 58.86% of Huaxi Biological, with associated parties holding minor stakes [8]. Group 2: Company Performance and Strategy - Huaxi Biological recently celebrated its 25th anniversary and has experienced both significant growth and challenges over the years [11]. - The company reported its highest performance in 2022, with a net profit of 971 million yuan, while profits for 2023, 2024, and the first quarter of 2025 were 593 million yuan, 174 million yuan, and 102 million yuan, respectively [11]. - The company aims to integrate scientific innovation with market transformation, positioning itself as a leader in the Chinese biomanufacturing industry [11][12]. Group 3: Research Focus - Huaxi Biological's research has shifted towards glycomics and cell biology, with applications in aging intervention and regenerative medicine [12]. - The company believes that the solid foundation of scientific research will prevail after market fluctuations [12].