Core Insights - JD Beauty has launched a new product, the A.G.E. Essence, in collaboration with the professional skincare brand SkinCeuticals, enhancing consumer skincare experience with effective solutions [1][3] - The live streaming event featuring brand ambassador Lin Yun attracted over 1.1 million viewers, resulting in an 18-fold increase in sales during the event, and the A.G.E. Essence became the top new facial essence on JD [1][6] Product Details - The A.G.E. Essence retains the core formula of 30% Bifida Ferment Lysate from the A.G.E. cream and includes additional ingredients like rhamnose and gentian root extract, aimed at improving skin firmness and combating collagen loss [3][4] - During the launch, customers received a complimentary 19ml version of the essence and a custom sunscreen mask, providing a comprehensive anti-aging and sun protection solution [4][8] Marketing Strategy - Lin Yun demonstrated the correct usage of the A.G.E. Essence and shared her skincare tips during the live stream, engaging with fans and educating them about collagen loss and the benefits of Bifida Ferment Lysate [6][9] - JD Beauty is offering promotions such as "buy one get one free" on popular products to cater to various skin types and age groups, enhancing customer satisfaction [8][9]

Core Viewpoint - The Chinese medical beauty market is rapidly expanding, with a market size of 217.9 billion yuan in 2021, projected to exceed 1 trillion yuan by 2030. The "perioperative skincare" segment is gaining traction, attracting over 20 beauty companies to enter the field [2]. Group 1: Market Expansion and Trends - The "perioperative skincare" segment is a professional blue ocean attracting major beauty brands, with international giants and emerging brands competing for growth [2]. - The concept of "holistic skincare" was first introduced by SkinCeuticals in China in 2012, establishing a scientific system and comprehensive product matrix in the perioperative skincare field [4]. Group 2: Academic Leadership and Events - SkinCeuticals has been invited to the IMCAS conference for 12 consecutive years, showcasing its academic strength and industry leadership through various dimensions [3]. - The IMCAS conference featured a satellite meeting led by Professor Xiang Lei Hong from Fudan University, discussing global trends in medical beauty and advancements in holistic skincare [6]. Group 3: Holistic Skincare Development - SkinCeuticals has established a mature "dual beauty" concept system under the holistic skincare philosophy, setting standardized guidelines for the industry [8]. - The brand emphasizes the synergy between effective skincare products and medical beauty projects, supported by clinical research and global case studies [9]. Group 4: Innovations and Product Launches - SkinCeuticals is expanding the holistic skincare concept into holistic aesthetics with the launch of the "SkinCeuticals Collagen Injection," the only human-derived collagen solution certified as a Class III medical device in China [15]. - The introduction of the A.G.E. serum, featuring 30% progerin solution and five patented anti-glycation technologies, highlights the brand's commitment to advanced anti-aging solutions [23]. Group 5: Industry Challenges and Solutions - The medical beauty industry faces challenges such as excessive marketing and misinformation, which can lead to safety risks for consumers [19]. - A roundtable forum was held to discuss the core needs of consumers and explore solutions to industry pain points, emphasizing a return to scientific principles in anti-aging practices [21].

Core Insights - The skincare market for international brands like Estée Lauder and L'Oréal is facing challenges, prompting a shift towards the medical aesthetics sector [1][4] - Estée Lauder has partnered with Jiahui Medical to establish a clinical research center focused on post-surgical skincare solutions [1][5] - The beauty industry is witnessing a trend towards "medical beauty," with brands integrating effective skincare products with medical aesthetics [4][6] Group 1: Company Strategies - Estée Lauder's brands, including La Mer and Clinique, are launching medical device products aimed at post-surgical recovery, indicating a strategic pivot towards medical aesthetics [1][5] - L'Oréal has been proactive in the medical aesthetics space, introducing products like the "Platinum Research" collagen injection and investing in high-end medical chains [6][7] - Amorepacific has also entered the market with its high-end brand "AP," focusing on post-surgical skincare products priced between 2000-3000 RMB [5][6] Group 2: Market Dynamics - The high-end skincare market is experiencing a significant decline, with Estée Lauder reporting an 8% drop in skincare sales in Q3 2024 and a further 12% in Q4 2024, leading to a total revenue loss of $300 million [4] - Competitors like Beiersdorf are also struggling, with its luxury brand La Prairie seeing a 15% sales decline in 2023 and a 6% drop in 2024 [4] - The domestic medical aesthetics market is becoming increasingly competitive, with companies like Aimeike facing growth slowdowns despite a 5.45% revenue increase in 2024 [9][10] Group 3: Future Outlook - Aimeike's acquisition of an 85% stake in Korean company REGEN for approximately 1.4 billion RMB highlights the need for companies to strengthen their technological capabilities in the face of rising competition [11] - The competition between international beauty brands and domestic medical aesthetics firms is intensifying, focusing on brand strength and clinical validation versus technological barriers and channel control [11]