5月12日，第29届CBE中国美容博览会（以下简称美博会），在上海开幕。本届美博会以"全 球新品，首发上海"为年度主题，迎来全球40+国家及地区的3200+家化妆品企业参展，覆盖 24个大品类、119个细分品类， 10000+美妆品牌，80000+美妆新品、爆品、科技成果亮 相，引领美妆产业新浪潮。 新品发布 原料创新 美博会作为美妆类盛会成为众多品牌的新品首发地，国内外品牌纷纷携新品亮相，带来最新 前沿产品。 独家原创成分是品牌构建差异化壁垒的关键手段。养生堂YOSEIDO在本次美博会上带来专研 的核心成分逆时因FerSivi®，该原创成分利用生物发酵技术，突破了高等真菌发酵及应用难 题，品牌方介绍，逆时因FerSivin®是经过数万次实验验证，从40余株白桦茸（即桦褐孔菌） 中，发现YST02这株高等真菌，并经过生物发酵技术所得。YST02作为高等真菌，是养生堂 YOSEIDO独家非商业菌种，已获发明专利。 麦吉丽带来一款全肤质适用的时光三部曲的礼盒，"这款礼盒包含三款产品，精粹平衡水清爽 和好吸收，含有高浓度的保湿因子。雪白瓶美白淡斑精华，添加专利成分Mage-White、光 感因子，可以让皮肤更加白皙 ...

21世纪经济报道记者赖镇桃 广州报道 "到越南走一走，你会发现市场渗透率是很直观的。我第一次去越南对接TVC（电视广告）拍摄的时 候，走在街道上经常会看到当地女生拿出我们的小彩蛋唇泥来补妆。不光在胡志明市，还有河内、岘 港、会安古镇这些地方，我都看到过当地人用我们的产品来补妆。"Henry在美妆品牌Colorkey珂拉琪的 国际部工作，当他回想起这些场景的时候，感觉自家产品"越南唇妆第一"的市场地位，在这一刻具象化 了。 过去两年，国内美妆进入愈发激烈的存量战，但海外市场尤其是东南亚，常被形容为"下一片热土"。 这一点也能得到业内人士的确认，"东南亚市场当然没那么卷"，而且早年间掘金东南亚近乎于白手起 家，在TikTok注册跨境小店、联系好国内工厂提供货盘后，在店铺上架数十上百个产品做测试，看到哪 个品表现好再持续投流，快速击穿单一品类做成爆品。单价不到5美元的白牌彩妆，日均几百订单，收 入也足够可观。 当然，这样的野蛮生长期没有持续很久，抱着赚快钱心态闯入东南亚美妆市场的，基本铩羽而归。现在 抢滩东南亚的，基本都是品牌玩家，他们会发现把一个产品短时间内做成爆款不难，难的是让当地消费 者认准这个品牌，然后持续 ...

Yatsen (YSG) Q1 2025 Earnings Call May 16, 2025 07:30 AM ET Company Participants Irene Lyu - Head of M&A, Strategy & Capital MarketsJinfeng Huang - Founder, CEO & Chairman of the Board of DirectorsDonghao Yang - CFO & DirectorMaggie WAN Kit-yu - Executive Director Operator Ladies and gentlemen, good day and welcome to the Yatin First Quarter and Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Irene Lu, Vice President, Head of Strategi ...

Financial Data and Key Metrics Changes - Total net revenues for Q1 2025 increased by 7.8% to RMB 833.5 million from RMB 773.4 million in the prior year period, primarily due to a 47.7% year-over-year increase in net revenues from skincare brands [15][21] - Gross profit for Q1 2025 increased by 9.7% to RMB 659.1 million from RMB 600.9 million, with gross margin rising to 79.1% from 77.7% [15][16] - The net loss for Q1 2025 was RMB 5.6 million, a significant improvement from RMB 124.9 million in the prior year, resulting in a net loss margin of 0.7% compared to 16.1% [21][22] Business Line Data and Key Metrics Changes - Skincare brands achieved a remarkable revenue growth of 47.7% year-over-year, while color cosmetics brands saw a decline of 9.9% [15][21] - Selling and marketing expenses as a percentage of total net revenues decreased to 66.4% from 69.7%, reflecting more strategic marketing spending [18][19] - General and administrative expenses as a percentage of total net revenues decreased to 7.8% from 18.1%, attributed to lower share-based compensation and reduced headcount [19] Market Data and Key Metrics Changes - The beauty market in China saw a modest growth of 3.2% year-over-year in retail sales, slightly trailing the 4.6% growth in total retail sales of consumer goods [5][6] - Online beauty sales mirrored this trend, with combined beauty sales on Q1 and Douyin recording low double-digit year-over-year growth [6] Company Strategy and Development Direction - The company is focused on accelerating growth for skincare brands and optimizing cost structures to prepare for profitable growth [7][14] - A new share repurchase program was approved, allowing the company to repurchase up to RMB 30 million worth of ordinary shares over the next 24 months, indicating confidence in future potential [13][14] - Continued investment in R&D is emphasized as a core competitive advantage, with a global R&D center in Shanghai receiving accreditation [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed encouragement regarding the progress made in executing strategic transformation despite complex market conditions [14] - For Q2 2025, the company expects total net revenues to be between RMB 810.4 million and RMB 889.9 million, representing a year-over-year increase of approximately 2% to 12% [22] Other Important Information - The company hosted an offline event to launch an upgraded product, enhancing brand awareness through targeted marketing efforts [9][10] - The company is committed to scientific research, having launched an acne research fund project that has reached over 20,000 doctors [11] Q&A Session Summary Question: How does the company plan to promote new products of Perfect Diary and Ganik? - The company emphasizes product innovation and efficacy as key drivers for consumer repeat purchases, with strong initial feedback on new products [25][26] Question: How is the performance of the June 18 shopping festival so far? - Management indicated that it is still early to predict overall performance, but initial sales are in line with expectations [28]

First Quarter 2025 Investor Presentation Yatsen Holding Limited Disclaimer This presentation has been prepared by Yatsen Holding Limited (the "Company") solely for information purpose. By viewing or accessing the information contained in this material, you hereby acknowledge and agree that no representations, warranties or undertakings, express or implied, are made by the Company or any of its directors, shareholders, employees, agents, affiliates, advisors or representatives as to, and no reliance should b ...

截至2025年5月16日，上证指数收跌0.40%，报3367.46点；深证成指收跌0.07%，报10179.60点；创业板指收跌0.19%，报2039.45点，日内亏钱效应放大。两 市总成交额1.09万亿元。 盘面上看，乘用车、汽车零部件、饰品，位居涨幅榜前三，分别上涨2.28%、1.95%、1.87%。渔业、保险、化妆品，位居跌幅榜前三，分别下跌2.27%、 1.52%、1.43%。 截至今日收盘，全市场共计323只非货ETF上涨，上涨比例达到28%。国证港股通创新药指数上涨2.20%，港股创新药ETF、港股通创新药ETF、港股通创新 药ETF工银，分别上涨2.62%、2.35%、2.07%；中证港股通创新药指数上涨2.02%，港股创新药50ETF上涨2.22%；中证工程机械主题指数上涨0.48%， 恒生创新药ETF（520500.SH）最新份额规模达4.04亿份。该产品紧密跟踪恒生创新药指数，恒生创新药指数反映业务与创新药研究、开发及生产相关的香 港上市公司之表现。。指数权重股包括信达生物、康方生物、药明生物、中国生物制药、百济神州、再鼎医药、科伦博泰生物-B、石药集团、巨子生物、三 生制药等公司。 目前 ...

作为 Orebella 英国首发的一部分，塞尔福里奇伦敦旗舰店将于 5 月 15 日至 28 日在店内中央快闪空间打 造沉浸式体验活动。该互动空间邀请宾客 "探索个人气场"，同时为其提供个性化香水推荐。消费者购 买产品即可获赠一条 Orebella 丝巾，本周末（5 月 16 日至 18 日）还可在店内为丝巾定制刺绣。与塞尔 福里奇的独家合作结束后，该品牌将于 9 月起拓展至更多销售渠道。值得一提的是，哈迪德并非首位在 塞尔福里奇大举推出个人香水品牌的名人 ——2023 年，哈里?斯泰尔斯（Harry Styles）的 Pleasing 品牌 便曾占据该百货的 Corner Shop 空间推广其香氛系列。 （原标题：超模贝拉?哈迪德的香水品牌即将登陆英国市场） Orebella 凭借以精油为基底、无酒精的 "双相" 配方，践行 "香水护肤化" 理念。这一配方意味着产品兼 具保湿护肤层与香氛层，既能滋润肌肤，又能为肌肤增添香气。专家指出，在疫情期间香水市场繁荣后 增速放缓的当下，创新香氛配方将成为成功的关键。 从戛纳红毯上亮相的贝拉?哈迪德（Bella Hadid）随后马不停蹄赶往伦敦，为其香水品牌 Orebe ...

Shares of United-Guardian, Inc. (UG) have gained 1.4% since reporting results for the first quarter of 2025. This compares with the S&P 500 index’s 4.6% growth over the same time frame. Over the past month, the stock has declined 3.2% against the S&P 500’s 11.3% rally.United-Guardian posted first-quarter net sales of $2.48 million, marking a 24% decline from $3.25 million in the year-ago period. Net income for the quarter also fell 39% to $560,895 or 12 cents per share from $925,442 or 20 cents per share in ...

The most recent trading session ended with e.l.f. Beauty (ELF) standing at $77.15, reflecting a -1.36% shift from the previouse trading day's closing. This change lagged the S&P 500's daily gain of 0.1%. Meanwhile, the Dow experienced a drop of 0.21%, and the technology-dominated Nasdaq saw an increase of 0.72%.Prior to today's trading, shares of the cosmetics company had gained 49.91% over the past month. This has outpaced the Consumer Staples sector's loss of 1.24% and the S&P 500's gain of 9.86% in that ...

一个小时60万件国货秒售罄，专门为老年人开了"大字慢速"直播间……昨天晚上，众多平台已经开始抢跑618，并且陆续晒出最新战报，而消费者体验发 现，今年的618更加简单直白，细分赛道服务凸显。 扬子晚报/紫牛新闻记者 徐晓风 | | 618大促满减时间 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 同期 | 展期二 屋期四 星期一 | 10.29 1 | 星期三 | | 服期五 | 服務方 | | 国用 | 5月5日 5月6日 5月9日 5月10日 | 5月11日 | 5月7日 | 5月8日 | | | | 1动 | 510周年庆(5.6日晚20点-5.12日) | | | | | | | | 玩法:分品类立减10%-15%起 | | | | | | | | 其他:首尾2场(前4小时)前N秒杀价 | | | | | | | 目開 | 5月12日 5月13日 | 5月15日 5月16日 5月17日 5月18日 | 5月14日 | | | | | 「动 | 618 HI W | | | | | | | | (5.13日晚20点-5.16日 618 ...