" 长寿正逐渐成为现实 。 "欧莱雅北亚研发和创新中心副总裁容德明不无激动地表示，在生命 科 学 、 AI 等 技 术 等 推 动 下 ， 整 个 人 类 社 会 正 迎 来 一 场 全 新 的 长 寿 革 命 ——" 当前，我们仍处 于'长寿科学'的探索初期。 " 而 伴 随 " 长 寿 时 代 " 的 到 来 ， " 美 " 的 势 能 也 在 经 历 重 塑 ， 欧 莱 雅 集 团 开 创 性 地 在 全 球 发 起 了"Th e Be a u t y o f Lo n g e v it y "（中文名：新龄美）项目。 欧莱雅北亚研发和创新中心副总裁容德明 2 0 2 5年7月1 2日，在上海举办的全球抗衰老与医美科学顶级学术会议——IMCAS英卡思大会 上，欧莱雅集团首次向中国市场揭开「新龄美」的全貌，这一涵盖科学健康、重塑认知和文化 经济三个维度的项目，革新传统长寿理念，引领一场前所未有的范式变革。 " 美不分年龄，是所有人都可以选择的一种生活方式。我们要做的，是构建全周期的美。 " 欧 莱雅北亚及中国公共事务总裁兰珍珍把「新龄美」生动比喻为一棵生命之树， 科学健康 是它 扎根土壤的根须， 文化观念 ...

Core Viewpoint - L'Oréal Group reported a notable performance for the first half of 2025, with overall revenue increasing by 3% to €22.47 billion (approximately ¥186.2 billion) and operating profit rising by 3.1% to €4.74 billion (approximately ¥39.28 billion), despite challenges in the high-end beauty market and global economic pressures [2][4][5]. Group Performance - The group's revenue and operating profit have shown growth over the past five years, with double-digit growth from 2021 to 2023. However, growth rates have significantly slowed in recent years, with revenue and operating profit growth dropping to single digits in 2024 and further declining in 2025 [4]. - The CEO, Nicolas Hieronimus, attributed the slowdown to global economic pressures but expressed optimism for the second half of the year, anticipating a gradual recovery in the global beauty market [5]. Division Performance - Professional Products division saw a sales increase of 6.5% to €2.55 billion, marking the strongest performance across all divisions. The Dermatological Beauty division grew by 3.1% to €3.86 billion, with La Roche-Posay being a significant contributor [7]. - Consumer Products division reported a 2.8% increase in sales to €8.41 billion, while the Luxury division experienced a 2% growth to €7.66 billion, indicating ongoing challenges in the high-end beauty market [7]. Regional Performance - The fastest-growing regions for L'Oréal in the first half of 2025 were SAPMENA-SSA and Latin America, with sales growth of 10.4% and 10.3%, respectively [8]. - The North American market grew by 2% to €5.82 billion, while the North Asia market saw a decline of 1.1% to €5.30 billion, with a notable drop of 8.8% in the second quarter [8]. Strategic Developments - L'Oréal announced the acquisition of majority stakes in the high-end haircare brand Color Wow and the skincare brand Medik8, enhancing its brand portfolio in the Professional Products and Luxury divisions [8]. - The company is collaborating with NVIDIA to leverage AI in beauty technology, showcasing innovations at the Viva Technology exhibition [10]. - L'Oréal launched a new "Sustainable Innovation Accelerator" project, planning to invest €100 million over five years to address key industry challenges and enhance sustainability efforts [10]. Upcoming Events - L'Oréal will participate in the upcoming China International Import Expo for the eighth consecutive year, showcasing new brands, products, and technologies, marking its largest presence in the event's history [11].

Core Insights - L'Oréal introduced the "New Age Beauty" concept at the 2025 IMCAS China Conference, representing a structural redefinition of beauty that connects longevity with beauty through scientific health, cultural understanding, and socio-economic dimensions [1][3] Group 1: Market Trends - The aging population in China is projected to reach nearly 40% by 2060, prompting a shift in societal perceptions of beauty and aging [3] - 91% of consumers believe age is just a number, and 77% are willing to try new things at an older age, indicating a growing acceptance of aging [3] Group 2: Consumer Behavior - Consumers are increasingly using social media and e-commerce to enhance their understanding of products, considering brand credibility, product quality, and age compatibility in their purchasing decisions [3] - Factors such as product texture, absorption, and fragrance are becoming critical decision-making elements for this demographic when choosing beauty products [3] Group 3: Global Perspective - L'Oréal recognizes the diversity in beauty standards across different countries, with varying focuses on issues like wrinkles, skin laxity, and pigmentation [5] - The company emphasizes the importance of skin health for achieving vibrant aging and plans to offer integrated skin management solutions based on the understanding of diversity [5] Group 4: Company Overview - Founded in 1909 and headquartered in Paris, L'Oréal entered the Chinese market in 1997 and currently operates 32 brands, a research and innovation center, and two factories in Suzhou and Yichang [5] - China is now L'Oréal's second-largest market globally and serves as a key hub for the North Asia beauty sector [5]

Core Viewpoint - L'Oréal introduced the "Beauty of Longevity" concept at the 2025 IMCAS China Conference, emphasizing the integration of science and aesthetics in the beauty industry [1][5]. Group 1: New Concept of "Beauty of Longevity" - The "Beauty of Longevity" concept represents a structural redefinition of beauty, focusing on three dimensions: scientific health, cultural perception, and socio-economic factors [3][4]. Group 2: Scientific Health - Advances in science have ushered humanity into an unprecedented era of longevity, reshaping perceptions of beauty and aging. L'Oréal's approach has evolved from symptom improvement to root cause intervention, emphasizing lifelong beauty [4][7]. Group 3: Cultural Perception - The current societal view of beauty is often limited, with a narrow focus on youth. L'Oréal advocates for a broader understanding of beauty that embraces aging as a valuable experience rather than a limitation [4][7]. Group 4: Socio-Economic Factors - As the aging society becomes more prominent, new demands and challenges arise. L'Oréal likens the "Beauty of Longevity" to a tree, where scientific health is the roots, cultural perception is the trunk, and socio-economic factors are the leaves [4][5]. Group 5: Forum Insights - The roundtable forum titled "Longevity Revolution: New Frontiers in Beauty Science" highlighted L'Oréal's commitment to addressing aging at its biological roots, utilizing advanced AI diagnostic tools to detect early signs of skin aging [5][7].