（文/霍东阳 编辑/张广凯） 此外，有业内人士认为欧莱雅香港并入内地是大势所趋，与香港零售业积极转型密切相关。 7月2日，香港特区政府公布了今年5月的零售数据，该月零售业总销货值达313亿港元，按年上升2.4%。但值得注意的是，这是连续13个月零售数据下跌的 首次正增长。其中，线上销售占比升至8.3%，有82%的企业认为数字化是未来核心。 同时，背后也离不开内地游客的推动。据香港旅发局6月16日公布的数据，5月初步访港游客数量达到了408万人次，较去年同期上升两成。今年1-5月，访港 旅客量超2000万人次，按年增加12%，其中内地游客共有1520万人次，按年增加1成。 本文系观察者网独家稿件，未经授权，不得转载。 继7月2日欧莱雅中国否认了"欧莱雅集团计划在中国香港裁员，比例高达90%"的消息后，欧莱雅香港又有了新消息。 7月8日，有港媒报道称欧莱雅香港裁员正在进行中，预计将在9月底完成，涉及员工超过200名，香港分部只剩下少量与前线沟通的员工以维持基本运营。报 道同时也称，欧莱雅香港约有300名员工（不包含销售人员），按裁员200人来算，裁员比例的确不是90%，而是67%。 有被裁员工指出，公司是在赚钱的 ...

Core Insights - The skincare industry is experiencing intense competition in technology, with numerous suppliers showcasing unique ingredients and certifications at a recent cosmetics trade show [1][2][3] - The trend of emphasizing active ingredients and technical claims on product packaging is prevalent, as brands seek to carve out market positions by replicating successful commercial models [4][5] - The lack of authoritative industry standards and clarity on ingredient efficacy is causing confusion and skepticism among consumers [6][7][8] Group 1: Active Ingredients and Technology Trends - Active proteins and plant extracts remain core competitive areas in the skincare industry, with leading brands continuing to invest heavily in research and development [10][11] - The popularity of active proteins is driven by their previous applications in medical and aesthetic fields, which lend credibility to their use in consumer products [15][20] - New technologies in plant extraction are emerging, aiming to address traditional challenges such as stability and absorption rates [18][19] Group 2: Marketing and Industry Challenges - The rapid iteration of core ingredients in domestic beauty brands has outpaced normal industry evolution, leading to communication gaps between technology, products, and consumers [22][23] - The absence of unified national standards for new ingredients has resulted in market confusion and potential harm to consumers [24][26] - Overemphasis on marketing claims has led to exaggerated efficacy narratives, causing consumer dissatisfaction and adverse reactions [30][31][33] Group 3: Future Directions and Brand Strategies - The skincare industry is entering a period of deep adjustment, with competition shifting from ingredient-based to ecosystem-building capabilities [37][39] - Brands must find new competitive advantages beyond ingredient efficacy, such as emotional value and consumer experience [41][42] - The rise of niche markets, including male skincare and elderly care, presents new opportunities for growth and diversification [48][49]

日前，有消费者在社交平台指出，法国高端护肤品牌伊菲丹（EviDenS de Beauté）三重胶原全面隔离防 晒霜（EviDenS de Beauté The Total Shield SPF50 PA++++）未在中国内地完成本地检测及备案，引发市 场对其合规性的广泛质疑。 根据中国《化妆品监督管理条例》，防晒类产品属于特殊化妆品，需通过人体功效评价试验并取得注册 证后方可销售。 伊菲丹方面回应观察者网时表示，伊菲丹三重胶原全面隔离防晒霜是一款跨境进口商品（海外原装入 境）。根据中国现行的跨境电子商务零售进口监管政策，该类商品遵循原产国的法律法规和质量安全标 准，并可免于办理中国化妆品注册证（即无"国妆特进字"号）。 品牌方提供的检测报告显示，该产品在原产国已严格按照国际公认的防晒功效评价标准（ISO 24444） 进行检测，由权威第三方实验室 AMA Laboratories, Inc. 完成测试（测试参考号: MS15.UVA.PPD.O0504.MATT.ISO10），并取得相应上市许可。检测结果明确证明该产品达到并符合标 示的 SPF50 和 PA++++ 高倍防护等级，完全满足欧盟、日本及美国等地 ...

Core Viewpoint - The article discusses the emerging significance of Extracellular Matrix (ECM) in anti-aging skincare, highlighting the potential of N-acetylneuraminic acid (also known as "Nectar Acid") as a key ingredient in this new approach to skincare [2][3][15]. Group 1: ECM and Anti-Aging - ECM has been identified as the thirteenth hallmark of aging, representing a new pathway for anti-aging technology in the beauty industry [2][8]. - Major beauty companies like L'Oréal, Estée Lauder, Shiseido, and others are actively investing in ECM-related research and development, indicating a competitive landscape [8][11]. Group 2: N-acetylneuraminic Acid (Nectar Acid) - N-acetylneuraminic acid has recently been approved by the National Medical Products Administration in China, marking its transition from experimental to a recognized cosmetic ingredient [3][15]. - This ingredient exhibits multiple biological activities, including anti-wrinkle, brightening, anti-inflammatory properties, and the ability to regulate ECM homeostasis [15][22]. Group 3: Mechanisms and Efficacy - N-acetylneuraminic acid significantly enhances collagen gene promoter activity, leading to a 252% increase in type I collagen synthesis at a concentration of 0.2% [18]. - It acts as a stabilizer for ECM by neutralizing reactive oxygen species (ROS) and inhibiting matrix metalloproteinases (MMP-1, MMP-3, MMP-9), thereby reducing collagen degradation [20][22]. Group 4: Market Potential and Applications - The successful incorporation of N-acetylneuraminic acid into the cosmetic ingredient directory opens up new market opportunities and enhances its commercial value [26][27]. - The ingredient's dual application in both topical and oral beauty products aligns with traditional Asian wellness practices, providing a strong foundation for cross-category integration [26][28]. Group 5: Research and Development - The company has invested over 30 million yuan in the industrialization of N-acetylneuraminic acid, overcoming traditional extraction challenges to achieve high purity and yield [28][29]. - Ongoing research focuses on multi-omics studies to validate the ingredient's efficacy across various biological pathways, enhancing its appeal in the anti-aging market [25][34].

Core Viewpoint - The article highlights the significance of the "China Cosmetics Brand Development Conference" held in Shanghai, focusing on the high-quality development of the Chinese cosmetics industry and the introduction of three authoritative rankings for 2025, which will provide a scientific evaluation benchmark for brand development [2]. Group 1: Event Overview - The conference was co-hosted by the China Flavor and Fragrance Cosmetic Industry Association and the Shanghai Fengxian District People's Government, with the theme "Innovation Drives Brand Takeoff" [2]. - Three authoritative rankings were released: "2025 Top 50 Cosmetics Enterprises," "2025 Top 50 Cosmetics Brands," and "2025 Category Champions," aimed at enhancing the global competitiveness of Chinese cosmetics [2]. Group 2: Company Highlights - The domestic brand Gu Yu was recognized for its technological innovation and strong market performance, making it to both the "2025 Top 50 Cosmetics Enterprises" and "2025 Top 50 Cosmetics Brands," as well as being awarded the title of "2025 Category Champion - Domestic Whitening Skincare First Brand" [2]. - Gu Yu focuses on understanding the unique skin characteristics of Chinese consumers, identifying three core issues: "black, yellow, and red," and has developed a tailored whitening solution [4]. Group 3: Technological Innovations - Gu Yu has established a "Chinese Core" efficacy ingredient library, incorporating unique natural ingredients with clear molecular formulas, and has made significant advancements in the extraction and application of these ingredients [11]. - The brand has innovated the "Aurora Licorice" technology, achieving a 99% purity level of licorice extract, enhancing its whitening efficacy and consumer trust [8][7]. Group 4: Industry Standards and Contributions - Gu Yu has led the development of two significant industry standards aimed at improving the formulation of whitening skincare products suitable for Chinese skin [4]. - The company has participated in the establishment of 11 industry standards, promoting the scientific application of Chinese ingredients and the development of skincare products tailored to Chinese consumers [15].

Core Insights - The article emphasizes the evolution of digital marketing in the Chinese cosmetics market, highlighting the shift from impulsive buying to rational experientialism among consumers [1][14] - It discusses the unique digital marketing ecosystem in China, driven by e-commerce platforms and social media, which allows international brands to replicate successful strategies globally [2][14] Trend Analysis Trend 1: Sample Economy - The "sample economy" is emerging as a significant trend in the Chinese beauty market, with e-commerce platforms and beauty stores selling samples as formal products, catering to Gen Z's desire for new experiences [5] - Market research indicates that mini perfume sales in Europe and the U.S. are expected to triple by 2024, with brands launching small sample sets to meet social sharing needs [5] Trend 2: Rise of Male Beauty Market - The male beauty market is expanding beyond basic grooming to include personalized hair care needs, with a notable increase in searches for products like texturizing powder [6] - Brands are innovating around "hair care rituals," offering products that cater to the complete styling process, reflecting a growing interest among male consumers [6] Trend 3: Packaging as Social Content - Beauty packaging is evolving into a content production tool, with visually appealing designs driving user engagement and sharing on social media [7][8] - Brands like Drunk Elephant and HuazhiXiao are leveraging unique packaging to enhance brand recognition and emotional connection with consumers [7][8] Trend 4: Integrated Digital Marketing Strategies - Douyin (TikTok) is becoming a key platform for brands to drive sales through scripted short dramas and live streaming, creating a closed-loop marketing strategy [10][11] - Xiaohongshu (Little Red Book) focuses on in-depth product education and community engagement, facilitating a transition from impulse to informed purchasing [12] - Tmall is transitioning from a mere e-commerce platform to a long-term growth engine for brands, emphasizing product education and consumer engagement [13] Future Directions - The cosmetics industry is expected to focus on four key trends: opportunities in the male beauty segment, cross-platform marketing strategies, scenario-based content targeting specific demographics, and authentic storytelling to deepen emotional connections with consumers [14][15][16][17]

上个月，"中国香水第一股"颖通控股登陆港交所，而在资本热捧香水赛道之际，曾是国内规模最大的香水企业圣美伦(南京)香水有限公司(以下简称"圣美 伦")，却因原料违规再收罚单。 7月7日，聚美丽从江苏省药品监督管理局获悉，圣美伦因未按照强制性国家标准或者技术规范使用原料，违反《化妆品监督管理条例》有关规定，被处以 罚款1万元。 | | 个 全省管页 | | --- | --- | | | 法可利得政协裁等信用信息公安专 | | | 江苏省药品监督管理局 | | € 返回 | | | 行政相对人名称 | 圣美伦(南京)香水有限公司 | | 行政相对人类别 | 法人及非法人组织 | | 统一社会信用代码 | 913201157360678309 | | 工商注册号 | | | 组织机构代码 | | | 税务登记号 | | | 李业单位证书号 | | | 社会组织登记证号 | | | 法定代表人 | 周信钢 | | 法定代表人证件类型 | 身份证 | | 法定代表人证件号码 | 344448888444449 | | 证件类型 | | | 证件号码 | | | 行政处罚决定书文号 | 苏药监宁处罚(2025] 7号 | ...

Core Viewpoint - The beauty industry is facing scrutiny due to ingredient controversies, particularly regarding HEXKIN's "Rejuvenating Collagen Mask," which has been questioned for allegedly lacking collagen [1] Group 1: Product Controversy - A beauty blogger sent HEXKIN's mask for testing, revealing that "collagen was not detected" in the sample [3] - HEXKIN responded by commissioning a retest, which found "hydrolyzed collagen" at a level of 0.532%, raising confusion over the difference between collagen and its hydrolyzed form [3][6] - The company's marketing has been criticized for using vague terminology, leading consumers to assume the presence of effective collagen rather than its hydrolyzed form, which has different absorption and efficacy characteristics [7] Group 2: Regulatory and Testing Standards - HEXKIN claims compliance with national regulations and has completed the necessary registration with the National Medical Products Administration [5] - The lack of standardized testing methods for collagen in cosmetics has led to discrepancies in results from different testing institutions, highlighting a significant issue within the industry [7] - The controversy reflects broader challenges in the beauty industry regarding the clarity and reliability of ingredient testing standards [7] Group 3: Marketing and Consumer Trust - HEXKIN heavily relies on influencer marketing, with over 80% of its GMV dependent on key opinion leaders, which can lead to misinformation about product efficacy [8] - The company's promotional claims, such as comparing the mask to "collagen infusion," may mislead consumers and exacerbate trust issues [8] - Consumers are encouraged to consider product registration and testing reports when purchasing cosmetics, emphasizing the need for transparency and genuine product efficacy [8]

Core Viewpoint - The Chinese cosmetics industry is undergoing a critical transition from scale expansion to brand elevation, highlighted by the launch of the "PRIME Brand Incubation Model" at the China Fragrance and Cosmetics Brand Development Conference on July 1 [2][28]. Group 1: PRIME Model Overview - The "PRIME Brand Incubation Model" is a multi-dimensional dynamic empowerment system designed to assist enterprises in their evolution from startup to growth phases [5][27]. - The model consists of five core elements: Platform Support (P), Resource Integration (R), Innovation Drive (I), Market Validation (M), and Ecosystem Empowerment (E), expressed in the formula: BEC = P × R × I × M × E [5][21]. Group 2: Five Core Elements - **Platform Support**: Serves as the foundation of the PRIME model, facilitating resource flow through a comprehensive infrastructure system that includes physical spaces, functional modules, and digital systems [6][11]. - **Resource Integration**: Focuses on creating a "dynamic integration engine" that transforms scattered resources into systematic capabilities, avoiding vicious competition while achieving value upgrades [10][13]. - **Innovation Drive**: Acts as a catalyst for brand value enhancement and incubation power, exemplified by the South Shanghai Innovation Center, which accelerates the application of cutting-edge technologies [13][15]. - **Market Validation**: Ensures that other elements remain relevant to actual market demands, establishing a mechanism that captures market demand changes in real-time [14][15]. - **Ecosystem Empowerment**: Functions as a multiplier, enhancing overall effectiveness through a stable circular mechanism that considers multiple dimensions [15][16]. Group 3: Model Implications and Achievements - The PRIME model has demonstrated significant effectiveness, with brand value in the Eastern Beauty Valley increasing by 312% over five years, validating the model as an effective market mechanism [17][24]. - The model is built on a scientific process design and introduces a quantifiable standard system, showcasing its practicality and adaptability [19][24]. - The Eastern Beauty Valley has established a complete industrial chain and strong R&D capabilities, with 49 cosmetics companies having independent R&D centers and over 1,000 patents granted [30][32]. Group 4: Strategic Importance - The launch of the PRIME model signifies a new phase for the Eastern Beauty Valley and Fengxian District, focusing on high-quality brand incubation and innovation-driven development [34][28]. - The model represents a shift in the industry from "land dividends" to "brand empowerment," redefining the essence of investment attraction and industrial cultivation [24][34]. - The Eastern Beauty Valley serves as a representative case for the transformation of the beauty and health industry in China, with its brand value reaching 33.878 billion yuan by 2023 [33][34].

Core Viewpoint - Innisfree, a brand under South Korea's Amorepacific, announced the closure of its Tmall overseas flagship store as part of a strategy to integrate resources and build more efficient channels, aiming to enhance consumer service and interaction experience [1][2]. Group 1: Company Performance - Innisfree's sales in China have significantly declined, with revenue dropping from 642 billion KRW in 2017 to 348.6 billion KRW in 2020, and operating profit plummeting from 107.9 billion KRW in 2017 to just 7 billion KRW in 2020, marking an 89% decrease compared to 2019 [2]. - The brand has been on a "slimming" strategy since 2020, closing 90 unprofitable stores in 2020 and 170 stores in 2021, reducing its store count from over 800 to 140, resulting in a closure rate exceeding 80% [2]. - In 2024, Innisfree's global revenue was reported at 224.6 billion KRW, a year-on-year decline of 18%, with operating profit dropping 84.1% to 1.6 billion KRW [5]. Group 2: Market Trends - The Korean beauty market in China is experiencing a downturn, with a 10.8% decrease in exports in the first half of 2025, and the share of Korean cosmetics exports to China falling from 51.8% in the first half of 2021 to 19.6% in the first half of 2025 [5]. - Domestic brands like Proya and Winona have gained market share, achieving a 55% market share in the first half of 2025, surpassing international brands for the first time [5]. - Amorepacific's overall sales in the Greater China region fell by 27% in 2024, making it the region with the largest revenue decline for the company [3][4]. Group 3: Strategic Adjustments - Amorepacific is focusing on three core strategies: customer-oriented R&D innovation, accelerated digital transformation, and sustainable development for future growth [6]. - Innisfree has attempted to reposition itself by shifting from a "naturalism" approach to "functional naturalism" to meet the evolving demands of new-generation consumers [5].