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李佳琦79元卖眉笔争议再起余波,“花西子”诉自媒体商业诋毁案二审开庭
Yang Zi Wan Bao Wang· 2025-10-17 14:33
2025年10月17日上午,该案二审在北京知识产权法院开庭审理。"这次我们提交了新证据及新的申请,诉讼请求是我们并不是一个适格的不正当竞争主 体,对方诉请的商业诋毁不正当竞争纠纷案由不对,应是针对公关信件《一封信》引发的名誉权纠纷。"赵先生接受扬子晚报紫牛新闻记者采访时称,该 案未当庭宣判,将择期二次开庭。 自媒体发文讨论"花西子"公关文 "声明像小学生作文" "哪里贵了,国货很难的""这么多年工资涨没涨,有没有认真工作?"2023年9月10日,头部主播李佳琦在直播间销售花西子品牌79元眉笔时发出如此言 论,引发舆情。随后,该品牌运营方杭州宜格化妆品有限公司发布了公关文章《一封信》。当年次日,一自媒体在公众号发布文章《对话"花西子"离职公 关:声明像小学生作文,无法对抗老板意志》引发广泛关注。2024年12月9日,"花西子"以商业诋毁不正当竞争纠纷为案由将该自媒体诉至北京市海淀区 人民法院,索赔共计58万元。2025年6月27日,一审判决该自媒体单一股东赵某赔偿30万元及合理开支2万元。赵某提起上诉。 2023年9月10日,李佳琦在直播带货花西子79元眉笔时,有网友评论产品价格过高,李佳琦回应称"哪里贵了"" ...
颐莲×张凌赫共启“当红”时刻——新品发布会引爆双十一前奏
Qi Lu Wan Bao· 2025-10-17 09:36
发布会采用全平台全域直播模式,覆盖抖音、天猫、微博、视频号等核心渠道,超百万人次实时观看。 张凌赫现身现场,通过快问快答环节解答粉丝们关心的问题;现场演示喷雾效果,开展"红运 POSE"、"喷雾使用场景演绎"、"幸运对对碰"等深度互动,抽送限量定制款喷雾、周边海报等福袋奖 品,精准击中粉丝情感需求,转化流量为消费动力。 金秋十月,黄浦江畔,一场以"水润秘境 颐莲当红"为主题的沉浸式新品发布会于上海盛大举行。颐莲 品牌喷雾全球代言人张凌赫先生空降现场,与线上千万观众共同见证颐莲"凌赫红"定制版深层补水喷雾 的全球首发。作为专研玻尿酸保湿修护领域的国民品牌,颐莲此次以科技美学破界,通过全域直播、明 星互动、文化赋能三大维度,重新定义美妆营销新范式,更以"当红"为情感载体,为双十一购物季注入 品牌文化深植的强劲势能。 科技赋能美肤,定制版喷雾演绎东方美学新表达 本次发布会核心主角——颐莲"凌赫红"定制版深层补水喷雾,以"硅烷化玻尿酸+9大精华"的黄金配方实 现5秒顷刻吸收、4小时长效保湿的护肤体验。350ml大容量搭配100ml便携装,满足多场景需求,包装 设计深度融合东方文化、国潮文化与粉丝文化:瓶身祥云纹与灯笼 ...
化妆品板块10月17日跌2.36%,拉芳家化领跌,主力资金净流出1.88亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-17 08:37
Core Points - The cosmetics sector experienced a decline of 2.36% on October 17, with Lafang Home leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Jinsheng New Material (300849) closed at 13.88, up 3.89% with a trading volume of 64,700 shares and a transaction value of 89.115 million yuan [1] - Furuida (600223) remained unchanged at 7.83, with a trading volume of 112,800 shares [1] - Marubi Biological (603983) closed at 37.81, down 0.13% with a trading volume of 11,900 shares [1] - Qingsong Co. (300132) closed at 6.14, down 1.44% with a trading volume of 145,600 shares [1] - XD+R Caiya (603605) closed at 78.02, down 1.50% with a trading volume of 48,900 shares and a transaction value of 383 million yuan [1] - Other notable declines include: - Buxiaoxing (300886) down 1.60% to 28.22 [1] - Fulejia (301371) down 1.74% to 24.30 [1] - Qingdao Kingway (002094) down 2.19% to 7.61 with a transaction value of 133 million yuan [1] - Zhiwei Co. (920123) down 2.55% to 17.59 [1] - Kesi Co. (300856) down 2.58% to 65 [1] Fund Flow - The cosmetics sector saw a net outflow of 188 million yuan from main funds, while retail investors contributed a net inflow of 215 million yuan [3] - Speculative funds experienced a net outflow of 27.0841 million yuan [3]
一款了不起的成分是怎样炼成的
FBeauty未来迹· 2025-10-17 08:08
在重组贻贝粘蛋白成功的背后,绽妍作为从公立医院走出来的皮肤学级护肤品牌,一直致力于 融合生物科技与严谨医学,专研问题肌肤「修护」这一核心方向,为肌肤问题提供精准高效的 解决方案,绽妍早已在消费者心中建立了强大专业院线心智。 在 专 业 医 疗 领 域 , 绽 妍 得 到 6 大 皮 肤 学 权 威 协 会 、 5 0 0+ 皮 肤 学 专 业 人 士 认 可 , 产 品 走 进 了 1 4 0 0+公立、私立医院和超过2 0 0 0 0家全国连锁药房,位列皮肤科医生临床选择TOP3,这份 来自专业医生的信任背书,成为消费者寻求肌肤修护方案时最关键的决策影响因素。 在中国这个"科研至上"的市场里,成功打造一款深入人心的明星成分,已经成为国货品牌的必 修课。 在数量众多功效蛋白的科研竞赛中,塑造一款"了不起的成分",离不开庞大的成品市场支撑和 广大的消费者人群基础。在打造明星成分之前打造一个"超级品牌",成为国货美妆品牌自研成 分走向核心舞台的关键所在。 在市场端,过去的成分党们正变得更加成熟,他们不再执迷于添加量、功效数据,反而对一款 成分的临床验证、本土肤质适配性、科研历程有了更高的期待。 在品牌端,国货品牌 ...
花知晓获珀莱雅投资 全球化再提速
Sou Hu Cai Jing· 2025-10-17 07:29
Core Insights - HuazhiXiao, a domestic cosmetics brand, has successfully completed a Series B financing round exclusively funded by Proya, a leading Chinese beauty company, with Chishan Capital serving as the long-term exclusive financial advisor. The funds will be used for global expansion, supply chain integration, and content innovation [1][4] Group 1: Company Overview - Established in 2016, HuazhiXiao has quickly become one of the most favored makeup brands among Generation Z consumers, thanks to its unique aesthetic and highly content-driven operational approach [2] - The brand is set to launch its third new product series of the year this September, further enhancing its product offerings [1] Group 2: Strategic Partnerships and Investments - In 2024, HuazhiXiao will introduce a long-term partnership with Shanghai Zhenchen Cosmetics Co., Ltd., a leading local cosmetics OEM, which has been its largest manufacturing partner. This partnership aims to enhance supply chain efficiency and stability [4] - The exclusive investment from Proya marks a significant strategic endorsement for HuazhiXiao, following its equity restructuring and the introduction of industrial capital in 2024 [4] Group 3: Market Expansion and Performance - HuazhiXiao has seen significant growth in both domestic and international markets, with its overseas influence rising as its official overseas account has attracted over 3 million followers, making it one of the most influential Chinese makeup brands globally [5] - The brand has successfully entered the U.S. retail market through Urban Outfitters, becoming the first domestic makeup brand to penetrate mainstream U.S. retail channels, achieving record sales within three months [5] - By 2024, HuazhiXiao's overseas revenue exceeded 100 million RMB, with the U.S. market surpassing Japan to become its largest overseas market [5] - The brand anticipates annual revenue to exceed 1 billion RMB by 2025, driven by successful product launches and an expanding product matrix [5] Group 4: Future Plans - The CEO of HuazhiXiao expressed the brand's commitment to creating a dreamy and surprising makeup world for consumers globally, emphasizing the importance of funding and industry support for faster supply chain integration, product development, and international expansion [6] - Plans for 2025 include opening large pop-up stores overseas and entering more influential U.S. cosmetics retail channels for deeper collaboration [6]
自然堂赴港上市
Sou Hu Cai Jing· 2025-10-17 07:28
终于,自然堂集团开启了赴港IPO的冲刺之路。 根据香港交易所9月29日披露的信息显示,自然堂全球控股有限公司(下称"自然堂集团")向港交所提交上市申请书,华泰国际、瑞银集团 为联席保荐人。消息一出,引发行业广泛关注。 作为中国美妆行业的头部企业,"自然堂何时上市"的话题在业界一直备受关注。如今,随着其"递表"港交所,也让这"第一只靴子"落地。 值得关注的是,根据自然堂集团招股书披露的业绩,其在2025年上半年的营收为24.48亿元,有望跻身中国美妆上市企业TOP6。 ▍ 截自自然堂集团招股书 招股书显示,2022年—2024年,自然堂集团的毛利分别为28.52亿元、30.12亿元和31.95亿元,对应的毛利率分别为66.5%、67.8%和69.4%。 2025年上半年,该公司的毛利为17.16亿元,同比增长6.39%,毛利率为70.1%,与2024年同期持平。 可以明显看到,近三年半以来,自然堂集团的营收、经调整后净利润以及毛利率等关键财务指标均保持着稳定的增长势态。而良好的业绩 增长也为该公司此次冲击港股IPO,增添了一份底气。 值得关注的是,以自然堂集团2025年上半年24.48亿元的营收来看,该公司有望 ...
自然堂港股IPO,18%收入增速目标落空,如何破解“单腿走路”
Sou Hu Cai Jing· 2025-10-17 06:30
出品|公司研究室IPO组 文|曲奇 9月29日,国货美妆公司自然堂正式提交上市申请,华泰国际与瑞银集团共同担任联席保荐人。 2023年6月,自然堂曾申请A股主板上市,但在2024年3月主动撤回了IPO申请。 以2024年零售额计算,自然堂是中国第三大国货化妆品集团。 作为一家成立近25年的老品牌。自然堂是一位基础扎实、家底深厚的"老牌优等生"。与一些新国货品牌 相比,品牌国民度和线下渠道是其优势。 然而,近年来,自然堂正面临着"中年危机",公司增长不及主要竞争对手,还存在过度依赖单一品牌, 线下收入萎缩等问题。 18%收入增速目标落空 2001年,郑春颖创立伽蓝集团,即自然堂的前身。如今,自然堂已成立近25年,并通过早期"你本来就 很美"的广告语和广泛的线下铺货,建立了极高的国民知名度。 招股书显示,2024年以销售额计算,自然堂位列国内国货化妆品集团第三,且自2013年至2024年的12年 间,始终稳居国货化妆品品牌前两名。 作为国货化妆品头部品牌,自然堂曾将"中国第一"定为自己的发展目标。 2023年初,郑春颖曾提出"既要、又要、还要"的目标,既要营收增长,又要利润大幅度增长,还要高质 量增长,并提出了年 ...
港股异动 | 巨子生物(02367)续跌近3% 昨日重挫逾15% 花旗指其双11开局疲软
智通财经网· 2025-10-17 06:04
Group 1 - The core viewpoint of the news is that the market's reaction to the pre-sale performance of Giant Bio during the live broadcast by influencer Li Jiaqi is considered excessive, as the company's promotional strategy has made its products less price-attractive compared to competitors [1][2] - Giant Bio's stock price has seen significant volatility, with a drop of over 15% recently and reaching a new low of 40.6 HKD, reflecting investor concerns about its sales performance [1] - Citigroup's report indicates that the company's revenue growth is expected to be 16% year-on-year in the second half of the year, despite a projected decline of 10% on Tmall [2] Group 2 - Citigroup predicts that Giant Bio's sales will recover in the fiscal year 2026, with a high growth rate of 19% due to a low base and no negative customer feedback [2] - The target price for Giant Bio's stock has been adjusted from 69.4 HKD to 55.4 HKD based on a 20 times price-to-earnings ratio for the fiscal year 2026, while maintaining a "buy" rating [2] - The performance of KOL live broadcasts is noted to be declining, impacting the company's sales, with expectations of a 25% increase on Douyin and a 100% increase on JD, while offline sales are expected to grow by 10% [2]
上美股份(02145.HK)点评:韩束官宣全球代言人 子品牌势头迅猛
Ge Long Hui· 2025-10-17 05:54
Core Insights - The announcement of Jackson Wang as the global brand ambassador enhances the international positioning of the brand, leveraging his strong global fanbase and previous collaborations with high-end brands like Armani [1] - The company has a robust strategy for the Double Eleven sales event, focusing on profit and core products, with significant sales driven by collaborations with popular influencers [1][2] - The company is building a strong competitive moat through brand establishment, talent acquisition, resource procurement, and supply chain capabilities, aiming for long-term growth [2] Brand and Market Strategy - The company has optimized its product structure, achieving an online GMV of 4.5 billion yuan in the first half of 2025, with significant sales from various product lines [2] - Plans for launching three new brands in 2025 and expanding into multiple categories and IP brands are in place, supporting a revenue target of 30 billion yuan by 2030 [2] - The company is pursuing a global expansion strategy, with initial investments of 300 million yuan in Southeast Asia and plans to enter North America and Europe [2] Financial Projections - The company expects a steady increase in net profit, projecting 1.149 billion yuan, 1.496 billion yuan, and 1.806 billion yuan for the years 2025 to 2027, with corresponding PE ratios of 32, 25, and 21 [3]
迪奥丰唇蜜含小米椒果提取物引热议,客服称火辣感属正常现象
Cai Jing Wang· 2025-10-17 03:28
同济大学皮肤学博士、护肤专家冰寒在接受红星资本局采访时表示,小米椒果提取物是安全的。现有研 究发现其有抗糖化、抗氧化作用,但使用浓度较高的情况下可能对皮肤产生有刺激。此外,唇部刺激也 可能是其它因素造成的,比如唇部皴裂、破损。(界面) 此外,部分眼霜及洗发产品也使用了该成分,如马应龙八宝眼袋型眼霜、自然堂弹力紧致眼部精华露、 蓬派氨基酸天然矿物泥头皮护理洗发水等。 【#迪奥客服回应丰唇蜜中含有小米椒#:起到一个使双唇更显丰满的作用,初次使用有火辣感属于正常 现象】近日,有消费者在社交平台发帖称,在使用迪奥品牌的丰唇蜜后,嘴唇出现发热、火辣感,随后 查看成分表发现产品中含有"小米椒果提取物"。此事引发热议。10月17日,智通财经查询迪奥美妆精品 店发现,其丰唇蜜多款型号的商品中,确实含有小米椒果提取物,并标明是"其他微量成分"。在注意事 项中,该品牌提醒称,"使用后唇部如出现不适,包括轻微刺痛或者局部发热,请停止使用"。 DIOR迪奥美妆官方旗舰店客服在接受媒体采访时表示,小米椒果提取物主要是起到一个使双唇更显丰 满的作用,初次使用有火辣感,是属于正常现象,通常短时间内会逐渐消退。由于每个人皮肤敏感度不 太一样 ...