Core Insights - Gu Yu has been awarded the title of "2025 National Whitening Skincare First Brand," reflecting its comprehensive strength in the whitening skincare market [1][12] - The certification is based on a thorough evaluation of 4,118 brands in the Chinese mainland, highlighting Gu Yu's market leadership [1] Differentiation and Competitive Advantage - Gu Yu has established a unique position in the whitening market dominated by international brands through innovative ingredients and technology [3] - Unlike traditional brands that rely on established ingredients, Gu Yu focuses on "Light Glycyrrhizin" as its core whitening component, having invested 18 years in research since its establishment in 2007 [4][5] - The company has achieved a 99% purity level for Light Glycyrrhizin through its patented "Melt Crystallization Purification Technology," enhancing transdermal absorption efficiency by 3.4 times [5] Tailored Solutions for Chinese Skin - Gu Yu's products are designed specifically for the unique characteristics of Asian skin, addressing issues such as dark, yellow, and red tones with a scientific approach [7] - Clinical tests show that Gu Yu's products are gentle and effective, with no adverse reactions reported among sensitive skin users [7] Star Product: Whitening Cream Pro - The Whitening Cream Pro is a flagship product that combines whitening and skin repair, showing a threefold increase in whitening efficacy and a fivefold increase in repair capability compared to its predecessor [8][9] - The product includes a matrix of repair ingredients, enhancing skin barrier strength and achieving a reduction in redness by 27.09% within seven days of use [9] Comprehensive Research and Development - Gu Yu has expanded its research beyond whitening to include anti-aging, establishing a library of unique ingredients such as rare ginsenoside CK and human-like exosome HME [11] - The company has developed a high-efficiency conversion technology for rare ginsenoside CK, increasing its content by over 2,000 times for stable application in products [11] Industry Significance - The recognition of Gu Yu as the leading national whitening skincare brand signifies a shift in the Chinese cosmetics industry from marketing-driven to research-driven strategies [12] - Choosing Gu Yu represents consumer support for a technology-driven domestic brand, contributing to China's growing influence in the global cosmetics market [12]

Core Viewpoint - The recent regulatory movement in the pharmaceutical sector, particularly the classification of exosomes as advanced therapy medicinal products (ATMP), has significant implications for the beauty industry, especially in the development of skincare products utilizing exosomes [3][5][31]. Regulatory Developments - In July 2023, the National Medical Products Administration (NMPA) released guidelines that clarify the classification of cell therapy products, officially categorizing exosomes as drugs [3][5]. - This regulatory clarity resolves previous ambiguities regarding the status of stem cells and exosomes, which are now recognized as pharmaceutical products [5][31]. Industry Trends - Over 17 beauty-related companies, including major players like L'Oréal and Estée Lauder, are actively exploring the potential of exosomes in skincare, indicating a growing trend towards innovative beauty solutions [5][17]. - Exosomes are gaining attention for their unique properties, such as promoting skin rejuvenation and anti-aging effects, which are increasingly being recognized in the beauty industry [9][13]. Scientific Background - Exosomes are small vesicles secreted by cells, containing proteins and nucleic acids, and are involved in intercellular communication [7][8]. - The scientific foundation for exosome research has been bolstered by Nobel Prize-winning discoveries related to cell communication and gene regulation [8][9]. Market Potential - The market for exosome-related skincare products is expanding, with significant sales growth observed on platforms like Douyin, where sales reached 1.646 billion yuan in the first half of 2025, marking a year-on-year increase of 359.8% [25][27]. - The average price of exosome-related skincare products on Douyin was 371.46 yuan, indicating a premium positioning in the market [25]. Challenges Ahead - Despite the promising potential, the beauty industry faces challenges related to regulatory compliance, as current regulations in China do not recognize exosomes as valid cosmetic ingredients [29][30]. - There is also a need for clearer technical standards and clinical evidence to support the efficacy and safety of exosome-based products [32][33].