Core Viewpoint - The beauty and personal care sector presents significant structural opportunities, with platforms extending promotional periods and simplifying gameplay, while domestic brands focus on product innovation and operational optimization, leading to potential multi-point explosions in brand performance [1]. Group 1: Promotional Strategies - Major platforms like Tmall, Douyin, and JD have synchronized their promotional start dates to May 13, intensifying competition for traffic [2]. - Tmall has shifted from a discount model to a direct reduction strategy, emphasizing integrated content and commerce, with pre-sale activities starting earlier than in previous years [2]. - Douyin aims for larger scale and better product experiences, with promotional phases also starting earlier than last year [2]. - JD has introduced surprise days during its promotional period, starting significantly earlier than in 2024 [2]. Group 2: Brand Support and Subsidies - Taobao Tmall has partnered with Xiaohongshu to enhance brand visibility and effectiveness through a new advertising feature, alongside a substantial subsidy program totaling 3 billion yuan [3]. - JD's initiatives include the "Jing Chuang Double Hundred Plan" and "Leading Plan," which allocate over 10 billion yuan in traffic and cash to support merchants during the promotional period [3]. - Douyin has introduced various merchant support policies, including commission-free product cards and additional traffic incentives for beauty products [3]. Group 3: Market Dynamics and Brand Performance - The shift in platform strategies indicates a transition from low-price models to a focus on balancing user experience and merchant growth, with domestic brands leveraging product innovation to achieve significant market performance [4]. - The emphasis on single product explosions and profit recovery for brands suggests a positive outlook for leading brands during promotional events [4].