Group 1 - The sanitary napkin industry faces a trust crisis after issues were exposed on CCTV's 315 Gala, leading to Huang Zitao's rapid development and launch of the Duowei brand, achieving sales of 40 million in its first live stream, priced at less than 60% of traditional brands [2] - The beauty industry remains strong, with Proya surpassing Shanghai Jahwa with a revenue of 10.778 billion, marking a significant shift as the top ten companies now require a minimum revenue of 2.569 billion, and R&D investments have surged, with companies like Shiseido and Giant Bio seeing over 40% growth in R&D spending [2] - The cruise industry is attempting to recover from a price collapse in the summer of 2024, with some routes seeing price drops of 60%, leading companies like Royal Caribbean and Aida Cruises to introduce cultural crossover themes to attract customers, resulting in a record of 30,000 people entering and exiting Shanghai Port in a single day during the May Day holiday [2] Group 2 - The value of intellectual property (IP) is being reaffirmed, as Light Media's "Nezha: The Devil's Child" grossed 15 billion at the box office, with a net profit increase of 374.79% to 2.016 billion in the first quarter, despite concerns over the film industry's reliance on single IPs [3] - Consumer-facing IP commercialization is booming, with brands like Liangpinpuzi and Qiaqia collaborating over 50 times, generating 7.1 billion in revenue; the Palace Museum's dining experience has become a trend with an average spending of 500 per person, showcasing the overwhelming success of cultural IP in driving consumer behavior [3] - The traditional employment relationship is evolving, as seen in the live stream featuring Dong Mingzhu and Meng Yutong, highlighting a shift from loyalty to a more flexible employment approach among younger generations [3]

神跨界。 此次买家是母婴零售品牌孩子王，外界并不陌生。由6 0后创业老兵汪建国创立，20 21年在创业板成功上市，如今市值约170亿元。 这一笔交易看似意外，却又有迹可循。今年初，孩子王收购一家护肤公司幸研生物。而胶原蛋白巨头巨子生物， 则 是汪建国旗下星纳 赫资本的被投企业。 从母婴到美妆、养发，汪建国的"家庭生意经"又有了新版图。 养发一姐易主 CPE源峰落袋9亿元 根据公告，本次交易分为两部分： 首先 ，五星控股转让其100%持有的收购主体——江苏星丝域（全称"江苏星丝域投资管理有限公司"）股份。转让完成后，孩子王、五 星控股、巨子生物、自然人陈英燕、自然人王德友五个投资方，将分别在江苏星丝域持股65%、11%、10%、8%、6%，江苏星丝域迎 来一个新股东阵营。 其中，五星控股是孩子王关联企业，背后实控人均为汪建国。巨子生物，创投圈同样不陌生，是来自西安的护肤巨头，旗下可复美、 可丽金是知名护肤品牌。值得一提的是，汪建国与巨子生物之间渊源颇深——201 7年汪建国创办星纳赫资本。在巨子生物上市前唯一 一轮融资中，星纳赫资本在激烈竞争中抢下份额。 而股东阵营中陈英燕、王德友，则是丝域实业早期创始人。根据 ...

事件简评 公司于 6 月 9 日公布控股股东股份增持计划，公司控股股东公司 Juzi Holding 自公告之日起 3-6 个月内增持公司股份金额不低于 2 亿元港币，反映出控股股东对公司前景的坚定信心。 经营分析 Juzi Holding 现持有公司股份约 54.26%。若增持计划实施，按照 现价 61.2 港元股价估算，Juzi Holding 预计增持 326.8 万股，约 占总股本 0.3%，公司预计仍将维持足够公众持股量。公司董事会 认为，Juzi Holding 的增持计划反映控股股东对公司做出的长期 承诺以及对公司前景的坚定信心。 展望未来，公司将继续坚持树品牌、拓渠道、强报批的重点方向， 推进各项工作和公司综合实力的提升。1）产品端公司预计加大研 发投入，积累技术储备，做好三类医疗器械产品的临床申报审批工 作。将打磨更多好的产品和系列，洞察并满足更多的细分需求，丰 富旗下品牌的内涵。2）公司将加大在主力品牌的营销推广力度， 实现更大范围的破圈，并培育孵化新品牌，为护肤品业务迈上下一 个台阶打基础、做储备。①可复美：医用敷料大单品市占率领先， 胶原棒持续破圈、复购与用户结构健康、新客占比仍较高， ...

这是一次名为"我的「重组」能量"的悦己活动，也是品牌对当代护肤情绪的细腻回应。 5月3 1日，成都的夏天来得缓慢，晨光穿过一间老茶馆的木窗，一场关乎肌肤与身心的对话正 在悄然展开。没有浮夸的灯光，也没有刻意的陈设，清晨八段锦正与热茶的蒸腾交织成一幕动 人的生活图景。在这里，可丽金为都市人构建了一个可以短暂栖息的温柔空间。 在快节奏城市生活中，越来越多年轻人希望从护肤这件小事里，找回属于自己的生活节律与掌 控感。可丽金以东方养生哲学中的"调气、顺势、守和"为内核，在肌肤科学与生活温度之间， 搭建起一种润物无声的连结方式。在这片空间里，身心内外的能量重组，其实也是一个人重新 感知自己的过程。 这场活动恰似一支精密的钥匙，解开科学传播表象背后的深层逻辑，直抵抗老赛道肌理——在 抗老市场的白热化竞赛中，一个以文化为鞘、技术为刃的国货品牌，正在重构"抗老"的东方叙 事。 在当下的中国护肤市场，"悦己"已不再只是一个消费趋势标签，它正在成为品牌与年轻人建立 深层关系的重要通道。越来越多消费者在选择护肤品时，除了关注功效和性价比，也会看重它 是否契合自己的生活方式、理解自己的情绪需求。 因此对品牌而言，从功能走向关系，从技 ...

完整早报音频，请点击标题下方小耳机收听 【泡泡玛特王宁成为河南新首富，回应 Labubu 爆 火】 6 月 8 日，《胡润排行榜》创始人胡润发布 视频称，他用一块蓝宝石与泡泡玛特创始人王宁交换了绝版的 Labubu 。被问到 Labubu 爆火的原 因时，王宁回应称， IP 是需要运营的，其实 Labubu 已经十岁了，有很多的故事，这十年也积累了 很多粉丝。据报道， 6 月 8 日上午，根据福布斯实时富豪榜，王宁目前身家为 203 亿美元，牧原股 份创始人秦英林身家为 163 亿美元。王宁已取代秦英林，成为河南新首富。（央广网） 3、Apple智能支持更多语言； 4、苹果官宣最大设计更新，命名"液态玻璃"，所有系统更名为26版； 5、苹果CarPlay 车联更新：布局设计可选，新增通话筛选功能； 6、苹果推出AI自动接听电话功能； 【比亚迪李云飞微博回应 被删，传王传福要求 "和为贵"】 6 月 8 日，针对近期常被提起的"常压油 箱"事件和车圈"恒大"争议，比亚迪品牌及公关总经理李云飞首次公开回应，不过微博内容仅存在 6 小时左右，当晚该条回应就被删除，此举也引发市场热议。据知情人士透露，该微博是当日李云 ...

Group 1: Company Developments - Zhite New Materials signed an overseas project contract worth approximately 142 million RMB, accounting for 5.61% of the company's projected revenue for 2024 [1] - GAC Aion appointed He Xianqing as the new chairman, succeeding Feng Xingya [2] - Unilever China appointed Roland Polaroid Hutabarat as the new chairman, replacing Zhong Zhaomin [4] - The first multi-category second-hand circular warehouse store "Super Turn" opened in Beijing, covering over 3,000 square meters [5] - Ganfeng Lithium established a new energy storage technology company in Chongqing with a registered capital of 5 million RMB [9] - JD.com has registered multiple trademarks related to travel, indicating its entry into the travel and hospitality sector [10] Group 2: Financial Activities - Xinda Biologics received a net inflow of 1.125 billion HKD from southbound funds, indicating strong investor interest [3] - Hangzhou Bubee Food Technology completed an angel round financing led by Qingda Capital [12] - Hefei Anan Information Technology completed an angel round financing of 10 million RMB, aimed at enhancing its technological capabilities [13] Group 3: New Products and Standards - Xiaoyuan Learning Machine is leading the establishment of the first industry eye protection standard for learning machines, marking a significant step towards standardization in the field [14] Group 4: Industry Trends and Government Initiatives - Beijing's Commerce Bureau is encouraging collaborations between time-honored brands and well-known IPs to stimulate the fashion consumption market [16] - The Central Committee and State Council of China are promoting the supply of affordable housing and supporting social forces in operating long-term rental housing [18]

上海林清轩生物科技股份有限公司（以下简称"林清轩"）近日提交港股上市申请，中信证券、华泰国际为联席保荐 人。 林清轩聚焦抗皱紧致类护肤品市场，并以长期致力于以旗舰品牌林清轩提供基于天然、山茶花成分的高端护肤改善方 案而著称。 2022年至2024年，林清轩业绩增长较快，收入从6.91亿元增至12.1亿元，归母净利润由亏损587.1万元上升至盈利1.87 亿元。 林清轩的销售费用较高，2024年销售及分销开支达到6.88亿元，超过收入的50%。 聚焦抗皱紧致类护肤品市场 林清轩的历史可以追溯到2003年，创始人孙来春推出了旗舰品牌林清轩，并以林清轩品牌涉足护肤品行业。 根据灼识咨询的资料，2024年，按零售额计，林清轩在中国所有高端国货护肤品牌中排名第一，也是中国前15大高端 护肤品牌（包括国货及国际品牌）中唯一的国货品牌。 | 排名 | 品牌 | 品牌來源 | 2024年中國高端護廣品牌 零售額(人民幣十億元) | 2024年中國高端護廣品 行業市場份額 | | --- | --- | --- | --- | --- | | 1 | 品牌A | 外資 | 14.77 | 12.9% | | 2 | 品牌B | ...

Market Performance and Platform Characteristics - The online essence oil market is experiencing significant growth, with a market size of 9.524 billion yuan and a sales volume of 39 million units from March 2024 to February 2025, representing a year-on-year growth of 54.91% [1][22][20] - Douyin has emerged as a key growth driver, achieving sales of 5.828 billion yuan, also reflecting a year-on-year growth of 54.91%, significantly outpacing the 13.02% growth of Taobao and Tmall [1][22] - The average transaction price varies significantly across platforms, with Taobao and Tmall's facial essence oil averaging 166.62 yuan, while Douyin's average is 138.86 yuan, indicating a trend of "Tmall high-end and Douyin mass-market" [1][24] Category Differentiation and Product Innovation - Facial essence oil remains the core category, accounting for 89% of the overall market, with strong demand for anti-wrinkle, firming, and anti-aging effects, showing year-on-year growth of 153%, 175%, and 112% respectively [2][16] - Plant-based active ingredients like camellia oil (volume of 47,000, up 261% year-on-year), rose, and squalane are highly favored, with the "plant + clinical" concept becoming a significant selling point [2][16] - Body essence oils are seeing refined upgrades, with specific needs for areas like buttocks, chest, and intimate care experiencing explosive growth, with year-on-year volume increases of 307% and 239% [2][16] Brand Competition and Marketing Trends - Leading brands are solidifying their market positions through differentiated positioning and marketing strategies, with international brands like Helena Rubinstein leveraging rare ingredients to enhance their high-end anti-aging image, achieving a year-on-year increase in promotional volume of 1805% [3][26] - Domestic brand Lin Qingxuan, focusing on camellia oil, saw a promotional volume increase of 304%, maintaining a leading position in facial essence oil [3][26] - Douyin has become a crucial platform for niche brands, with brands like Miga and Fuyumampu utilizing influencer live streaming and scenario-based content to rapidly reach consumers, forming a "high cost-performance + precise marketing" path [3][26] User Demand and Future Trends - User demand for essence oils is characterized by "precise efficacy" and "refined experience," with facial care focusing on ingredient effectiveness and lightweight texture, while body care emphasizes scenario adaptability and targeted area care [4][16] - The essence oil market is expected to evolve towards four major trends: universal applicability, ingredient technology, professional care, and refined body care, driving product innovation in blue ocean markets like chest and intimate care [4][16] - Overall, the essence oil market is transitioning from "category expansion" to "quality cultivation," with brands needing to focus on user needs through ingredient breakthroughs, scenario innovation, and precise marketing to build differentiated advantages in a competitive market [4][16]

这是新消费智库第 2 6 4 8 期文章 新消费导读 1. 九宇香椰抹茶粉上新 2. 喜之郎 NFC 果浆果冻上新山姆 3. 巧乐兹 x 哈利·波特联名上新 4. 刘畊宏夫妇主理品牌首店开业 5. 必胜客 App 全面接入京东支付 6. 女性运动服饰品牌 Bl i s sClub 完成 530 万美元融资 7. 手袋和配饰品牌 Miraggio 获 650 万美元融资 8. 好丽友派新品上市 9. 奥利奥推出赛琳娜 · 戈麦斯联名产品 10. 韩国首款屏障修护面贴膜诞生 11. 美妆巨头 e. l .f.Beaut y 加码护肤赛道 12. 资生堂 EMEA 地区总裁将离职 13. 醉象停止日本市场运营 . . . . . . 一周新品 1. 九宇香椰抹茶粉上新 近日， 九宇推出香椰抹茶粉。新品为冲饮饮料，采用 100% 抹茶和香椰水原粉，茶源来自杭州径山抹茶原料，抹茶添加量≥ 5% ，香椰水 原粉采用泰国 NFC 香椰水原料，不含脂肪。 （ FBIF 食品饮料创新） 2. 脆脆鲨推出威化脆皮雪糕 近日，雀巢中国官微宣布脆脆鲨威化脆皮雪糕全新上市。据称其添加 100% 脆脆鲨威化饼干碎，复刻经典威化味，带来独 ...

今天分享的是：艺恩数据：2025年代言营销市场结构重估与情绪红利洞察报告 报告共计：22页 2025年代言营销市场结构重估与情绪红利洞察总结 一、代言人营销市场整体趋势 2025年1-5月，代言人市场呈现回暖态势，代言人数量同比增长5.4%，品牌数量同比增长1.4%。美妆护肤行业以590位官宣代言人成为代言人数最多的行业， 同比增长34.9%；商业/服务型行业涨幅最高，达38.5%。从圈层看，影视演员、音乐人、偶像艺人占据主要市场，电竞选手代言品牌数量大幅增长，而虚拟 偶像暂未出现在代言市场。 品牌在代言人选择上呈现新特点：向腰尾部倾斜，B类及C类明星代言品牌数量占比同比提升7.8%，合作身份多为品牌大使等短期角色；搭建代言人矩阵的 品牌增多，新增2位及以上代言人的品牌占比上涨5.3%，淘宝、天猫、OPPO等头部品牌分别官宣20、16、13位代言人。此外，短剧演员凭借微短剧流量进 入品牌视野，超15个品牌与其达成短期合作。 二、不同领域代言人表现 娱乐明星方面，热播作品显著拉动商业价值提升。肖战、白鹿、迪丽热巴凭借热门剧集包揽商业价值前三，翟潇闻因《难哄》《淮水竹亭》等作品商业价值 排名上升195位，成为上升 ...