Investment Rating - The report indicates a positive investment outlook for the Chinese oral beauty market, projecting a market size exceeding 25 billion yuan by 2025, despite a slowdown in growth rate compared to previous years [2][12]. Core Insights - The Chinese oral beauty market is experiencing a transformation from "marketing-driven" to "science-driven," influenced by policy, technology, and consumer demand, with second and third-tier cities and younger demographics identified as future growth engines [3][22]. - The market is characterized by high concentration, with major brands entering the space, and a significant increase in online sales channels, particularly through platforms like Douyin [8][24]. - The demand for anti-aging and whitening products continues to grow, establishing these as the two core segments within the oral beauty market [26][31]. Summary by Sections 1. Market & Industry Trends - China has become the second-largest consumer market for oral beauty products in East Asia, following Japan, with a market share of 30.7% in the Asia-Pacific region [12]. - The market is projected to grow, with a forecast of over 25 billion yuan by 2025, despite a slight decrease in growth rate [12][15]. - The industry is witnessing a surge in brand entries, with both domestic and international brands targeting the Chinese market [15][22]. 2. Consumer Analysis - The primary consumer demographic for oral beauty products on Douyin is women aged 31-40, with younger consumers (18-23) showing heightened interest [41][45]. - The interest in oral beauty topics is particularly strong in new first-tier, second-tier, and third-tier cities, with users most active on weekends [47][50]. 3. Product & Efficacy Trends - The report identifies a shift towards functional foods and traditional supplements, with a notable lack of products passing health food certifications [55][58]. - Popular efficacy ingredients include plant extracts, collagen, probiotics, and B vitamins, with a growing consumer preference for products that emphasize scientific validation of ingredients [72][83]. - The market is seeing a rise in innovative product forms, such as snack-like formats, driven by younger consumers seeking convenience [62][66].

Group 1 - The core viewpoint of the articles highlights the evolution of the beauty industry towards a "beauty lifestyle" that integrates health and beauty, with a significant focus on oral beauty products [1][2] - Major companies like Shiseido and Unilever are expanding into the oral beauty market, with Unilever targeting China as the first overseas market for its OLLY brand [1][2] - The global oral beauty market is projected to grow from $4.45 billion in 2021 to $9.81 billion by 2031, reflecting a compound annual growth rate (CAGR) of 7.7% [1] Group 2 - The trend of "food and beauty integration" is emerging, with companies like Meiji and PepsiCo launching innovative products that combine health and beauty benefits [2][5] - Domestic companies in China are also following this trend, with products like hyaluronic acid sparkling water and milk that emphasize skin nourishment [7][8] - The oral beauty market is evolving from traditional forms like capsules to more consumer-friendly formats, indicating a shift towards everyday products [8][11] Group 3 - The concept of "internal and external nourishment" is gaining traction, with companies like Shiseido planning to launch a new health product line by 2024 [16][17] - Many beauty companies are transforming into health and beauty conglomerates, with Unilever acquiring various health brands to build a global health brand matrix [17][19] - The integration of health and beauty is becoming a standard in mature markets, with a focus on comprehensive care that addresses both internal and external factors affecting skin health [19][20] Group 4 - The oral beauty market is experiencing regional differences, with the Chinese market showing significant growth potential, expected to exceed 25.57 billion yuan by 2025 [27] - Chinese consumers are more focused on efficacy rather than natural ingredients, and there is a cultural hesitance towards supplement forms due to traditional beliefs [27][28] - The concept of "new Chinese-style beauty drinks" is emerging, combining modern oral beauty with traditional Chinese medicine principles, reflecting a growing market for health-oriented beverages [31][32]

Core Insights - The Chinese oral beauty market is expected to exceed 25 billion yuan by 2025, driven by health consumption trends and a shift from external to internal beauty solutions [1][10][20] - The market is characterized by intense competition between international brands and local companies, with a focus on innovation and traditional Chinese medicine [2][10] Market Landscape - China has become the second-largest oral beauty consumption market in East Asia, accounting for nearly one-third of the Asia-Pacific region [2][10] - Despite a slowdown in growth, the projected market size of 25 billion yuan indicates significant potential [2][10] - The industry is experiencing a "dual-drive" model, with international brands localizing their strategies and domestic companies leveraging traditional medicine [2][10] Consumer Insights - The primary consumer group is women aged 31-40, but younger consumers aged 18-23 show a higher interest in oral beauty products [3][10] - The rise of "punk health" among Gen Z consumers emphasizes the desire for scientifically validated ingredients and enjoyable consumption experiences [3][10] - Emerging markets in second- and third-tier cities are driving changes in product strategies, with a notable increase in repurchase rates for "food-medicine homology" products [3][10] Product Evolution - The industry is transitioning from marketing-driven to science-driven approaches, with three main product categories emerging: "blue hat" health foods, functional foods, and traditional supplements [4][10] - Innovative product forms like gummy candies and jelly bars have seen a 217% year-on-year growth, appealing to younger consumers' preferences [4][10] - A focus on effective ingredients and enjoyable consumption experiences is reshaping product offerings [4][10] Ingredient Competition - Plant extracts and collagen account for 60% of the market share, with local brands innovating using traditional Chinese medicine [5][10] - Probiotics have emerged as a significant trend, with a sales growth rate of 89%, aligning with consumer interests in holistic health [5][10] - B vitamins have captured a 32% market share in the anti-hair loss segment, showcasing the effectiveness of combined formulations [5][10] Future Outlook - Regulatory policies are becoming stricter, pushing companies to enhance their formulations and marketing strategies [6][10] - Future competition will focus on penetrating second- and third-tier cities, developing products for specific consumer needs, and innovating product forms [6][10] - The intersection of traditional health wisdom and modern biotechnology is expected to drive the evolution of the oral beauty market in China [6][10]