以下文章来源于星海情报局 ，作者星海老局 星海情报局 . 关注国产替代和中国品牌出海，每年写100个中国品牌案例，见证中国产业崛起！ 尚未被彻底发掘的男性消费市场， 有望成为新的蓝海。 文 ｜ 星海老局 来源｜ 星海情报局（ID：junwu2333） 封面来源 ｜ P ixabay 2018年，一场创投机构的公开演讲中，一名投资人曾经半开玩笑地把男性的消费能力排在少女、儿童、女人、小孩和宠物之后。彼时，男性的消费行为大多 围绕着恋爱关系展开，如节日花销、约会支出等。 然而近年来，这种局面正在发生逆转。围绕恋爱关系展开的消费冲动正在退潮。 男性消费者，开始将消费重心转向自我，一种新的消费观念正在形成。 当男性开始舍得为自己花钱 2025年4月的一个阴天，小肖终于收到了自己下单购买的捷安特碳纤维自行车。这辆价格超过七万元的顶配车型，是他送给自己的28岁生日礼物。 在此之前，这辆车在他的收藏夹里已经存放了长达一年之久。 就在那天，小肖发了一条朋友圈，庆祝自己愿望达成；同时悄悄删除了一条旧动态，那是三年前和女朋友"官宣"恋情的合照。 三个月之前，他和交往四年的女朋友和平分手。 房子没买，婚也没结，留下了一笔原本打算作 ...

Core Insights - The article highlights the rise of Fan Daidi, the new vice president of Northwest University, who has become the richest person in Shaanxi province due to her and her husband's successful ventures in the biotechnology and defense sectors [1][3]. Company Overview - Fan Daidi and her husband, Yan Jianya, control two publicly listed companies: Juzhi Biotechnology and Triangle Defense, with market capitalizations of approximately 882.96 billion HKD and 143 billion HKD, respectively, as of May 13 [1][3]. - Juzhi Biotechnology is recognized as China's largest collagen protein company, achieving a revenue of 5.539 billion CNY in 2022, a year-on-year increase of 57.2%, and a net profit of 2.062 billion CNY, up 42.1% [1][11]. Industry Position - Juzhi Biotechnology operates in the high-margin field of recombinant collagen, with a gross margin of 82.09% [1][11]. The company has expanded its product offerings to include medical dressings and functional foods, positioning itself as a leader in the beauty and medical skincare market [11]. - The company has been referred to as the "Moutai for women," indicating its high profitability and market demand [11]. Financial Performance - Juzhi Biotechnology has seen rapid growth, with revenue increasing from 900 million CNY in 2019 to 5.539 billion CNY in 2022, and net profit rising from 550 million CNY to 2.062 billion CNY during the same period [11]. - Despite high growth and profitability, the company has engaged in frequent financing activities, raising a total of 4.56 billion HKD since its IPO in 2022 [13]. Leadership and Innovation - Fan Daidi has made significant contributions to the field of recombinant collagen, holding numerous patents and awards, including the National Technology Invention Award [9][11]. - Yan Jianya, initially a chemical engineering teacher, transitioned into the defense sector by founding Triangle Defense, which focuses on providing services to the national defense industry [5][7].

Group 1 - The trend of refined parenting is emerging as a new generation of parents, primarily those born in the 1990s and 2000s, are driving changes in child-rearing concepts and consumption patterns, leading to an increased demand for children's skincare products [1] - The baby and toddler skincare market in China is expected to reach nearly 50 billion yuan by 2026, with the skincare segment projected to reach 18 billion yuan, expanding from basic cleaning and moisturizing to more functional areas such as sensitive skin, eczema, sun protection, and mosquito repellent [1] - Domestic beauty companies are increasingly entering the baby skincare market, with brands like Jichu launching products that address common skin issues in infants, such as eczema, through patented micro-ecological balance technology [1] Group 2 - Sales of baby skincare products on major e-commerce platforms are reaching new highs, with companies like Shiseido's subsidiary, Up Beauty, launching multiple baby skincare brands, including Red Elephant and Newpage, which reported significant revenue growth [4] - Newpage achieved a revenue of 376 million yuan in 2024, marking a year-on-year growth of 146.3%, while its revenue growth in 2023 was nearly five times [4] - Other brands like Winona Baby and Qichu are also gaining traction, with Winona Baby generating 201 million yuan in revenue in 2024, reflecting a year-on-year increase of 34.03% [4]

• 一季度美妆护肤品类社零重回增长，国货市占率提升逻辑兑现，部分公司 通过品类和渠道突破实现增长，如洛雨辰旗下品牌，而家化和珀莱雅等公 司通过组织调整和产品创新实现边际改善。 • 个护用品市场需求稳定增长，呈现高端化趋势。国货品牌在淘天抖等新兴 渠道竞争中占据优势，一季度收入增速良好，市场对其份额提升有较强共 识。消费者对健康、天然等功能性需求提升，推动国产品牌盈利能力和品 牌形象。 • 直播电商为国货美妆及个护品牌提供品效合一的机会，通过核心客群营销 占领年轻消费者心智，有效扩展销售渠道，提高品牌知名度，助力国产品 牌超越外资品牌。 • 毛戈平凭借高端线下渠道、创始人 IP 及线上营销优势，业绩增速显著高于 行业平均水平，预计未来三年仍保持 30%的复合增长率。若羽臣通过产品 设计和营销创新，在香氛型洗衣液和保健品赛道取得突破，销售额快速增 长。 Q&A 今年以来，提振消费的政策对内需相关板块的影响如何？ 今年以来，提振消费的政策在持续落地，从以旧换新到服务消费，内需相关板 块在拉动并稳固经济增长方面的作用越来越明显。市场近期对内需消费相关行 业的关注度也在持续提升。 美妆护肤与个护赛道有哪些共同之处？ 美 ...

Core Viewpoint - Yumeijing has launched a new "Polar Edelweiss Series" of baby skincare products, emphasizing its commitment to "technological protection of growing skin health" and showcasing breakthroughs in R&D for domestic brands [1][14]. Group 1: Product Launch and Features - The "Polar Edelweiss Series" incorporates the core ingredient of polar edelweiss, combined with multiple self-developed technologies, enhancing the competitiveness of baby skincare products in the "gentle repair" sector [1][4]. - The series addresses three major summer skincare issues for infants: dryness in air-conditioned rooms, UV damage, and sweat irritation, providing a comprehensive summer skincare solution focused on soothing, moisturizing, and gentleness [2][4]. Group 2: Key Ingredients and Technologies - The main ingredients of the series include polar edelweiss and Antarctic algae, known for their antioxidant, anti-inflammatory, and deep moisturizing properties [4]. - The products utilize low-temperature extraction technology to preserve the active components of polar edelweiss, effectively soothing light damage and alleviating skin discomfort [4][7]. Group 3: Product Range and Innovations - The "Polar Edelweiss Series" includes 11 products, such as ice soothing cream, cleansing foam, and ice cream, covering both skincare and cleansing needs for infants [4][11]. - The ice soothing cream features dual cooling technologies that can lower skin temperature by 8°C and provide lasting cooling effects, while the ice cream reduces skin temperature by 5.2°C and effectively soothes sunburned skin [7][10]. Group 4: Brand Legacy and Industry Impact - Yumeijing has a 46-year history in children's skincare, having launched China's first children's cream in 1979, and has applied for 136 patents, reflecting its commitment to scientific advancement in the industry [14]. - The launch of the new series marks a significant upgrade in the Chinese baby skincare industry, transitioning from "national memory" to "technological mother and baby" solutions, setting new standards for the sector [14].

Core Viewpoint - Yan Zhi Wu has received the "world's first patent authorization for the efficacy and application of bird's nest peptides," marking a significant advancement in the industry and establishing a benchmark for scientific validation and industrial transformation [1][11]. Group 1: Patent and Technology - The patent granted to Yan Zhi Wu is for a method of preparing bird's nest peptides that promote cell repair and provide high moisturizing and whitening effects (Patent No: ZL 2022 11398048.3) [1][4]. - The patented technology clarifies the enzymatic hydrolysis process of bird's nest peptides, revealing their properties such as moisturizing, whitening, and antioxidant effects, thus overcoming the industry's previous limitations of vague components and effects [3][4]. - The enzymatic hydrolysis process involves precise control to produce small molecular peptides with an average molecular weight of less than 1000 Da, enhancing the bioavailability of active ingredients [3][4]. Group 2: Research and Development - Yan Zhi Wu established a bird's nest peptide research center in January 2022, focusing on enzymatic technology, active ingredient research, and product development, achieving significant breakthroughs published in international journals [4]. - The company has received multiple industry awards, including the "Bird's Nest Peptide - Industry Innovation Award" in 2023, recognizing its contributions to the development of the bird's nest industry [4][5]. - In 2024, Yan Zhi Wu's bird's nest peptides were awarded the "Top 10 Chinese Innovative Raw Materials" and "Chinese Ace Ingredient Award," further solidifying its leadership in the field [4][8]. Group 3: Product Development - In 2022, Yan Zhi Wu launched its skincare brand "YAN PALACE," featuring small molecular bird's nest peptides as core ingredients, developing products like multi-effect facial masks and essence [8]. - The company was recognized by Frost & Sullivan as the "pioneer of bird's nest peptide skincare products" based on comparative research of Chinese skincare products [8][11]. - Yan Zhi Wu aims to provide healthier skincare experiences for women, promoting the concept of "bird's nest peptides advocating a new skin ecology" [8][9].

整理 ｜ 钟艺璇 #Big News# 又一家茶饮公司上市了 外媒报道指出，这笔交易发生在特朗普政府关税政策带来诸多"不确定性"的背景之下。此前，在4月 发布的一季度财报中，斯凯奇并没有依照惯例发布关于下一季度营收预期的"业绩指引"。其首席财务 官约翰·范德莫尔解释说，"当前环境变动过于频繁"，公司无法作出足够可靠的业绩规划。 斯凯奇并未解释私有化原因，但其在5月2日发布的一份文件中表示，美国政府最近颁布的关税政策以 及税率的不可预测性，对公司的业务运营造成了重大风险，并可能大幅增加公司的成本，降低公司利 润率。关税也可能导致公司的产品定价更高，可能会减少消费者需求，影响产品销售量。 5月8日，沪上阿姨在香港上市，全球共发售约241万股，发行比例2.3%，最终发售价113.2港元，共 计融资2.7亿港元。截至当日收盘，股价为158.4港元，市值166亿港元。 沪上阿姨成立于2013年，以"五谷奶茶"起家，后拓展至鲜果茶等领域。截至2024年底，沪上阿姨已 在全国300多个城市开设9176家门店，其门店布局主要集中在下沉市场，约50%的门店位于三线城 市及三线以下城市。按门店数和定位计算，其在中国北方中价（9- ...

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Core Viewpoint - Harbin Fulejia Technology Co., Ltd. is demonstrating resilience and potential in the competitive medical beauty skincare market, focusing on precise consumer demand and diversified market expansion [2] Group 1: Market Performance - In 2024, Fulejia achieved operating revenue of 2.017 billion yuan, a year-on-year increase of 4.32% [2] - Online sales reached 1.108 billion yuan in 2024, growing by 20.03% year-on-year, with strong performance during promotional events [3] Group 2: R&D and Innovation - R&D expenses increased by 6.04% in 2024, with the number of R&D personnel growing by 114.81% [3] - The completion of a self-owned production base and the establishment of a Shanghai R&D center in 2024 signify a strengthened R&D capability [3] Group 3: Shareholder Returns and Strategic Adjustments - Fulejia announced its first dividend in May 2024, with plans for another before the Spring Festival in early 2025, aiming to enhance stock liquidity [4] - The company is optimizing sales channel structures and strengthening product pricing management for long-term sustainable development [4][5] Group 4: Competitive Advantage - The acquisition of Harbin Beixing Pharmaceutical Co., Ltd. has provided Fulejia with independent production capabilities, laying a solid foundation for long-term growth [5] - The company aims to leverage its comprehensive competitive advantages in R&D, products, branding, resources, and market to enhance its position in the medical beauty skincare sector [5]

一克胶原蛋白，2 0年前进口价高达7 0 0 0元，如今国货品牌创福康却做到了" 2 3年不涨价"—— 这背后是一场技术与良心的较量。 近年来，随着胶原蛋白市场的扩大，消费者的质疑声也随之而来：为什么技术⼀创新，成分⼀ 火，国牌就涨价？背后究竟是研发成本，还是割用户韭菜？ 上海品牌策略创意广告公司世之相与张泉灵共同推出《国货就很好》系列IP，第一期就选择了 2 3 年不涨价的品牌——创福康，《国货就很好·拷问中国胶原蛋白》在今年6 1 8 前正式上线。 片中主持人张泉灵与创福康创始人佟刚"当面交锋"，直面消费者疑问。辛辣的内容使该影片一 经上线就收获了高度关注。 这不禁让人产生思考，"狂飙"的胶原蛋白市场之后，以技术取胜的国货品牌究竟要如何通过科 学传播，实现与消费者的最有效沟通？ 当下的胶原蛋白市场正处于三大关键背景： 第一，在市场方面，重组胶原蛋白带动了整体市场发展，胶原蛋白市场正在"第二次爆发"前 夜。 根据弗若斯特沙利文数据，预计到2 0 2 6年，基于胶原蛋白的皮肤专业护理产品的市场份额将 超过透明质酸；到2 0 2 7年，中国胶原蛋白的整体市场规模将达到1 7 3 8亿元。 第二，在科技方面，多个 ...