美妆行业的人事大洗牌仍在持续进行，在这一轮调整中，具有欧莱雅背景的高管成了各家企业争相挖角的对象。 9月29日，LG生活健康官网就发布新闻稿称："任命欧莱雅总裁李善珠为新任首席执行官"。据新闻稿显示，LG生活健康已召开董事会，宣布自10月1日起 该任命生效。 $$(\mathbb{B})\coprod_{\mathbb{G}}\mathbb{A}\mathbb{B}\mathbb{J}\mathbb{J}\mathbb{J}\mathbb{J}$$ △图源：LG生活健康官网 从上图来看，李善珠从最初担任欧莱雅韩国传播总监一职，到成为欧莱雅韩国事业部董事总经理，仅用了四年，在任期间，主要负责圣罗兰Yves Saint Laurent和科颜氏品牌。 LG生活健康称："李善珠为国际美妆巨头欧莱雅集团出身，具有多元化品牌营销及商业经验的营销才能，我们认为是引领生活健康和化妆品事业实现下一 个阶段超越的合适人选。" 前欧莱雅韩国总裁成对手掌权人 需要注意的是，李善珠并非仅在欧莱雅韩国任职，随着时间发展和其期间所做的贡献，她也开启了晋升之路，如LG生活健康的新闻稿显示，她通过将科 颜氏品牌在韩国发展成为仅次于美国的全球第 ...

据了解，本次活动不仅汇聚了成都博物馆、金沙遗址、熊猫基地等本土文创单位，还吸引了各大网络电 商平台、零售渠道企业。参会各方纷纷表示，成都美妆产品应深度植入成都文化基因，既要融入人民公 园、宽窄巷子、锦里等文旅场景，更要走进成都老百姓的日常生活场景，实现美妆产业与高品质消费的 深度融合。 此次对接活动通过企业集中展示、供需双方面对面沟通、合作案例分享等，为美妆产业供给需求双方搭 建了高效精准的交流对接平台，构建了美妆产业"研发-生产-流通-消费"全链条协同发展体系，进一步促 进"成都造"优质美妆产品加速拓市场、增订单、强品牌。 活动现场汇聚了安可兴、蓝风集团等多家本土美妆企业，同时邀请了成都博物馆、金沙遗址、屈臣氏、 红旗连锁、华美紫馨等相关领域龙头企业，旨在通过搭建集政策解读、园区推介、企业展示、现场洽谈 于一体的高效对接平台，畅通"成都造"美妆品牌与多元消费场景合作渠道。 活动中，成都东部新区重点企业成都安可兴科技有限公司作为美妆企业代表，围绕产品优势与合作意向 展开详细介绍。目前，安可兴已在成都未来医学城落地"研发—生产—销售"一体化产业链布局，依托张 兴栋院士生物材料先进技术与美妆产业深度融合，正快速推 ...

Core Viewpoint - The company, Liren Lizhuang, announced that its controlling shareholder and actual controller, Huang Tao, has become a defendant in a property dispute following his divorce, which may affect his shareholding status but currently does not impact the company's operations or financial results [1][4]. Group 1: Legal Proceedings - Huang Tao's ex-wife, Weng Shuhua, has requested the transfer of 16.75 million shares registered under Huang Tao's name to their child, Huang Yiqi [1]. - The court has issued a notice for evidence and a response, but the case has not yet gone to trial, leaving the outcome uncertain [1]. - The company stated that the lawsuit will not have a significant impact on its business operations and that it will continue to fulfill its information disclosure obligations as the case progresses [1]. Group 2: Shareholding Changes - On August 22, it was reported that 16.747538 million unrestricted circulating shares were transferred, reducing Huang Tao's shareholding from 32.46% to 28.28%, while Weng Shuhua acquired 4.18% of the shares [4]. - Following the transfer, Huang Tao remains the largest shareholder with a 28.28% stake, while Weng Shuhua became the fourth largest shareholder with a 4.18% stake [4]. - The market value of the shares transferred to Weng Shuhua was approximately 170 million yuan based on the closing price on August 21 [4]. Group 3: Company Background - Liren Lizhuang was established in May 2010 with a registered capital of approximately 400 million yuan, engaging in the wholesale of cosmetics, daily necessities, and related services [4]. - The company has been publicly listed for five years since its debut on the Shanghai Stock Exchange in September 2020 [6]. - The ongoing divorce dispute between Huang Tao and Weng Shuhua has been a point of public interest, particularly regarding the division of shares [7].

Group 1: Major Corporate Changes - L'Oréal announced significant adjustments to its executive committee, with new appointments set to take effect in January 2026, aiming to enhance its strategic focus in the U.S. market [2] - Estée Lauder is undergoing a substantial salary reduction for its executive team, with a total annual compensation decrease of 28% for FY2025, reflecting a collective compromise amid poor performance and declining stock prices [3] - Burberry's global procurement and marketing director has left the company, indicating challenges in retaining key executives during its transformation strategy [11] Group 2: Market Performance and Reactions - H&M reported better-than-expected Q3 results for FY2025, with net sales increasing by 2% year-on-year, leading to a 10% surge in stock price [6][5] - Brunello Cucinelli's stock plummeted by 15% following allegations of regulatory violations in the Russian market, highlighting the fragility of luxury brand valuations [7] - LVMH continues to expand its media asset portfolio, indicating a strategic move to enhance its influence in the media landscape [9] Group 3: Strategic Developments - Ralph Lauren secured a significant legal victory in China, confirming its "POLO" trademark as a well-known brand, which strengthens its position in the market [4] - LVMH's Kendo has sold its beauty brand KVD Beauty to Windsong Global, marking its first brand sale and a shift in strategy to streamline its offerings [9] - Reports suggest that L'Oréal is primarily interested in retaining only the profitable beauty business of Armani, with a licensing agreement extended until 2050 [13]

智通财经APP获悉，中金发布研报称，2025年国庆中秋假期共计8天，2024年为7天，叠加更加灵活的前 后拼假策略，催生更为活跃的消费窗口。 报告指，《拼假》延长国庆高峰，出游景气度同比提升。据航空产业网预测，2025年国庆期间中国航班 总量达13.9万班次，同比增5.7%，其中国际航班恢复至2019年的94%，日均旅客运输量224.7万人次，同 比增6.4%，其中国内和国际分别同增6.1%/9.2%。据飞猪数据，游客希望利用长假探索更多城市，多目 的地串游趋势崛起，飞机+高铁混合出行方式增长显著，该行预计亦将带动国庆假期延续人均消费金额 提升趋势。 报告指，截至9月22日，美团00后年轻游客预订占比62%，平台预测年轻人偏好的文物游、国门游、民 族妆造体验、演唱会与音乐节等将掀起新潮流，博物馆周边酒店、美食搜索热度同比大幅提升，新疆、 黑龙江等边境旅游地订单量快速提升，国门景区、博物馆等正成为文旅IP，文化消费、体验消费更加受 青睐。 另外，根据文旅部官网，各地将在消费月期间发放超4.8亿元人民币的消费补贴，该行认为将进一步增 强居民消费意愿，带动假日消费扩容提质。 该行重点推荐，悦己消费长期布局，推荐潮玩 ...

今年5月25日是第18个全国护肤日，为积极响应"健康中国行动"，着力提升全民健康素养水平，当日，薇诺娜"525全国护肤日"公益行动再次启程，携手 中国医师协会开展全国皮肤义诊行动，普及皮肤健康知识与科学护肤意识，促进皮肤健康的理念融入公共社会行动。 当前，在"健康中国"2030战略指引下，薇诺娜正在以健康为引领，把握健康领域发展规律，坚持预防为主、防治结合。以绿色为依托，以打造中国皮肤 健康生态为使命，聚焦功效性护肤领域，书写中国美妆创新故事，促进皮肤健康和美丽。 25日，在上海人民广场来福士活动现场，除为前来咨询的市民提供问诊咨询外，薇诺娜还设置了资料发放区、互动体验区等多个服务区域，通过专业、 趣味的方式向大众传播科学的护肤观念及知识。据悉，薇诺娜将在全国范围内持续开展为期一个月的全民免费皮肤义诊与皮肤健康科普行动，走进社区、药 房、医院、屈臣氏等多个渠道进行公益问诊，并在相关平台开展线上问诊专区，加强皮肤健康理念普及。 上海三甲医院皮肤学专家表示："如今大家对皮肤健康、护肤等方面关注度越来越高，但由于了解相关知识的渠道有所不同，所以可能会产生一些认知 偏差。薇诺娜携手中国医师协会开展的这次全国皮肤义诊行 ...

Core Viewpoint - The article discusses the rising popularity of Chinese beauty products and makeup styles in overseas markets, particularly in Japan, South Korea, and Southeast Asia, as the dominance of Japanese and Korean beauty trends wanes [1][11][18]. Group 1: Chinese Makeup Trends - Chinese-style makeup, particularly "Douyin makeup," has gained significant traction internationally, with a reported 6.5 billion views on TikTok under the Douyin Makeup tag by the end of 2022 [10]. - The trend has led to a cultural exchange where foreign users, such as American beauty influencer Essences Whitaker, actively replicate Chinese makeup styles learned from platforms like Douyin and Xiaohongshu [2][7][10]. Group 2: Market Dynamics - The export value of Chinese beauty products has surged, with a reported 348.61 billion yuan in exports from January to September 2023, marking a 26.6% year-on-year increase [16]. - In 2023, the retail value of Chinese cosmetics reached 414.2 billion yuan, reflecting a 5.1% growth, with Southeast Asia and Japan being key export destinations [16][18]. - Chinese cosmetics are increasingly favored in South Korea, with exports to the country rising approximately 190% in the first eight months of 2023 [16]. Group 3: Competitive Landscape - The article highlights a shift in consumer preferences in South Korea, where consumers are now more inclined towards affordable Chinese beauty products rather than high-end Korean brands, which have seen a decline in sales [13][16]. - Despite the growth, the article notes that Chinese beauty brands still face challenges in achieving global recognition and establishing a strong presence in the high-end market [19][21][22].

Core Insights - The report from CICC indicates that the 2025 National Day and Mid-Autumn Festival holiday will span 8 days, coupled with more flexible leave arrangements, which is expected to stimulate a more active consumption window [1] - The Ministry of Culture and Tourism has announced that over 480 million yuan in consumption subsidies will be distributed during the consumption month, which is anticipated to further enhance residents' willingness to spend and boost holiday consumption [1] Group 1: Consumer Trends - The extended holiday peak is expected to improve travel sentiment year-on-year [1] - The report emphasizes a long-term focus on self-consumption, recommending sectors such as trendy toys and e-cigarettes, with specific companies like Pop Mart, Blokus, and Smoore International highlighted [1] Group 2: Domestic Brands and Policy Impact - The report suggests a trend towards the rise of domestic brands, recommending beauty and personal care sectors, including companies like Mao Geping, Juzhibio, Shanghai Jahwa, and Shanghai Jahwa [1] - Attention is drawn to sectors benefiting from policy catalysts, particularly retail, supported by domestic demand policies and seasonal boosts [1]

Core Viewpoint - The article discusses the significant organizational changes and strategic shifts at Huaxi Biological, particularly focusing on the recent layoffs and the company's investment in Saint Nor Pharmaceutical, indicating a transition from a "traffic empire" to a "technology engine" in the biopharmaceutical sector [3][4][5]. Group 1: Layoff Turmoil - Huaxi Biological has undergone substantial layoffs and internal investigations, with teams like "Muscle Vitality" and "Mibelle" shrinking from over a hundred to just a few members, and compensation standards set at N+1 [4][6]. - CEO Zhao Yan has initiated a "clean-up" campaign, emphasizing zero tolerance for corruption and restructuring the company's power dynamics, leading to significant turnover in the executive team [4][5]. - The layoffs have created organizational instability, risking knowledge leakage and hindering product development and market responsiveness [6]. Group 2: Shift to Small Nucleic Acids - Huaxi Biological has invested approximately HKD 139 million to acquire a 9.44% stake in Saint Nor Pharmaceutical, aiming to leverage its RNA interference technology for weight loss treatments [8][9]. - Saint Nor is recognized as the first small nucleic acid drug company listed in the Asia-Pacific region, with a robust pipeline targeting various diseases, including cancer and metabolic disorders [9][10]. - The investment is seen as a strategic move to enter the innovative drug sector, with Huaxi planning to collaborate on clinical and commercial efforts for the STP705 targeted weight loss project [11]. Group 3: The Weight Loss Drug Market - The weight loss drug market is projected to grow significantly, with estimates suggesting it could reach CNY 800-1000 billion by 2030, capturing over one-third of the global market share [13][14]. - The increasing prevalence of obesity in China, with over 200 million individuals classified as obese, presents a substantial market opportunity for weight loss solutions [13]. - Regulatory support and advancements in drug technology are expected to facilitate market entry for new weight loss drugs, enhancing the competitive landscape [12][14]. Group 4: Future Market Dynamics - The article highlights the potential for the weight loss drug market to evolve into a comprehensive metabolic management ecosystem, integrating various therapeutic approaches and technologies [16]. - By 2035, advancements in drug delivery and treatment methodologies could significantly expand the market, with the potential for annual customer value to increase from CNY 10,000 to CNY 50,000 [16]. - The narrative emphasizes the need for stakeholders to view the weight loss drug market as part of a larger metabolic revolution, rather than merely a series of individual product launches [16].

本报讯 （记者李如是）2025年9月25日至27日，第四届山地未来国际会议在中国昆明隆重举行。本次会 议以"包容性生物经济：自然积极与气候韧性的山地之道"为主题，汇聚了来自联合国机构、30多个国家 的科学家、政策制定者、企业代表和山地社区实践者等近200名代表，共同探讨全球山地可持续发展路 径，启动了《全球山地生物经济框架》，为推动构建人与自然和谐共生的山地未来贡献智慧与力量。 会议期间，来自全球五大山地区域的代表共同启动了区域合作计划。中国西南山地将重点发展茶产业生 态种植、智慧梯田技术和食用菌可持续利用；东南亚大陆山地推动橡胶、咖啡等热带作物的可持续种植 和贸易；兴都库什－喜马拉雅山脉加强药用植物保护和公平贸易，发展生态旅游；非洲高地推进咖啡基 因组研究和生态牧业发展；南美安第斯山脉发展藜麦生物技术和羊驼毛可持续生产。 其中，云南贝泰妮生物科技集团股份有限公司（以下简称"贝泰妮"）作为西南山地生物经济典型推荐案 例"亮相"。公司以云南高原独特的山地生物资源为根基，构建了"科研—保护—产业化"三位一体的可持 续美妆生态模式。通过绿色植物、科技创新与社区赋能，实现从高原植物到高效护肤品的全链路价值提 升。 贝 ...