Core Viewpoint - The focus of the Chinese beauty market is shifting from brand marketing to research and development, indicating a revolution centered on scientific research and manufacturing [1][2]. Group 1: R&D Strategy and Investment - Yatsen E-commerce initiated a "second entrepreneurship" strategy in 2022, emphasizing long-term investment in R&D to build a global R&D system and become a "world-class beauty innovation pioneer" [2]. - Since 2020, Yatsen has invested over 580 million yuan in R&D, maintaining a R&D expense ratio above 3% for three consecutive years, positioning it among the leaders in the global beauty industry [3][6]. - The company has established a comprehensive R&D framework, referred to as the "1-3-4-6-20" global R&D strategy, which includes one world-class beauty factory, three self-built R&D centers, four research directions, six co-built laboratories, and over 20 research cooperation projects [5]. Group 2: R&D Achievements and Innovations - The Yatsen Global Innovation R&D Center, opened in May 2024, features over 300 high-end research instruments and has achieved national certification, marking it as one of the few accredited beauty R&D labs in China [6]. - Yatsen has made significant progress in developing new functional ingredients, such as the "Renewal Essence" component, which utilizes multi-strain fermentation technology for multiple benefits, and the "Lactobacillus infantis" extract, which shows superior skin barrier repair capabilities [6][8]. - The company has successfully commercialized products like the "Bionic Film" essence lipstick, which has sold over 4.5 million units and generated over 600 million yuan in GMV, becoming the top-selling lipstick globally for Chinese brands [10][13]. Group 3: Talent and Collaboration - Yatsen's R&D strategy is supported by a global talent matrix, with 48% of its R&D team holding advanced degrees, enhancing the company's ability to convert cutting-edge technology into market-ready products [16][17]. - The collaboration between Yatsen and international experts has led to significant recognition, including multiple papers presented at prestigious conferences, establishing the company as a leader in the beauty industry [17][19]. Group 4: Sustainability and Future Outlook - Yatsen is committed to sustainable practices, achieving an ESG A rating from MSCI for two consecutive years, and is the only Chinese beauty company to do so [20]. - The company integrates AI technology into its R&D processes, enhancing efficiency and reducing experimental iterations, exemplified by its development of an anti-aging serum using advanced predictive modeling [20][21]. - Yatsen aims to create a complete R&D ecosystem that encompasses basic research, application development, commercial transformation, and sustainable future initiatives, establishing a "Chinese paradigm" for R&D value realization [22][23].

完美日记的科技突围之路，越来越清晰。 在品牌发布"妆养一体"报告一周年之际，其重磅新品「仿生膜」精华粉底液正式上市，该产品搭载的第 三代仿生膜Biotec™科技引发了行业关注。这项技术突破究竟如何重构底妆科技标准？ "化妆品界诺贝尔"IFSCC国际化妆品化学家学会联盟主席Vania、瑞金医院皮肤科主任医师李霞组成的专 家团队，深入探访了完美日记全球先进美妆工厂，通过实地观摩智能化生产线、参与圆桌研讨等深度互 动，学界与产业界的跨界对话，为解码品牌科技实力提供了多维视角。 值得关注的是，完美日记持续三年聚焦"妆养科技"的研发投入已形成技术沉淀。此次专家团队的实地考 察与新品发布的协同效应，透露出品牌在原料研发、智能制造到临床验证的全链路创新布局。这些线索 也值得业界更加关注完美日记的创新势能，以及中国美妆企业在全球化妆品科技版图中的新坐标。 妆养科技升级引领行业变革，重构产品力 纵观来看，此次专家大咖的国际交流内容指向一处：全球主要彩妆市场正在经历"护肤化"的结构性变 革，而完美日记凭借在"妆养一体"领域的持续探索和科技成果，正在引领这一潮流。 IFSCC主席Vania表示，"我们从权威统计数据观察到，全球主要 ...