Core Viewpoint - The approval of "Anse® Luoshen Zhu" as the world's first high molecular coloring agent for cosmetics marks a significant breakthrough in China's cosmetic raw material sector, transitioning from a follower to a leader in coloring technology [1][10]. Group 1: Product Approval - "Anse® Luoshen Zhu" is the first domestically developed cosmetic raw material approved by the National Medical Products Administration (NMPA) since the implementation of the new regulations in 2021 [1]. - The product received its registration number "Guo Zhuang Yuan Zhu Zi 20250002" and was officially approved on October 30, 2025 [2]. Group 2: Technological Innovation - The product utilizes a fourth-generation water-based polyurethane synthesis technology, embedding color groups in a stable structure that exceeds skin permeability thresholds, thus addressing safety concerns associated with traditional small molecular coloring agents [3]. - This innovation establishes a new technical pathway for "non-percutaneous coloring," significantly enhancing safety in cosmetic applications [3]. Group 3: Safety and Performance Standards - "Anse® Luoshen Zhu" is characterized by high molecular weight, ensuring that coloring agents do not penetrate the skin barrier, effectively eliminating transdermal absorption risks [4]. - The product exhibits excellent performance in terms of migration resistance, solvent resistance, and thermal stability, maintaining color stability across various formulations [4]. - The manufacturing process is environmentally friendly, free from organic solvents and toxic heavy metals, aligning with sustainable development principles [4]. Group 4: Regulatory Support - The successful registration of "Anse® Luoshen Zhu" reflects the NMPA's commitment to supporting innovation in new raw materials through scientific regulation and precise evaluation [6]. - The regulatory framework has facilitated the approval process for high-tech raw materials, demonstrating a pragmatic approach to innovation [6]. Group 5: Future Development - The approval of "Anse® Luoshen Zhu" lays a solid foundation for the development of subsequent products in the "Anse®" series, with plans for further research and registration of additional colorants [8]. - The company aims to meet the diverse safety coloring needs of the cosmetics industry by introducing more reliable high molecular coloring agents in the future [8].

Core Points - The National Medical Products Administration has made a second dynamic adjustment to the "Catalog of Used Cosmetic Ingredients," with the inclusion of Lauroyl Alanine as a new cosmetic ingredient from Suzhou Weimei Biotechnology Co., Ltd. [1][4] - Lauroyl Alanine is recognized as the first new cosmetic ingredient registered in Jiangsu Province, marking a significant achievement in the province's efforts to promote the registration and filing of new cosmetic ingredients [1][5] Industry Summary - Jiangsu Province has actively implemented policies to support the innovation of cosmetic ingredients, leading to a notable increase in the number of new ingredient registrations, positioning the province among the top in the country [3][4] - The successful registration of Lauroyl Alanine, which is derived from the combination of natural lauric acid and alanine, showcases the province's commitment to advancing the cosmetic industry through research and development [4][5] - The ingredient has been developed using patented supramolecular chemistry technology, resulting in a green and environmentally friendly product with superior surfactant properties, achieving international leading standards [5]

Core Insights - The Sichuan Province Cosmetics High-Quality Industry Development Conference was held in Chengdu, focusing on the theme "Shuzhuang Zhiyun · Intelligent Manufacturing Future" to explore high-quality development paths for the cosmetics industry in Sichuan [1] - Good Doctor Group participated as a brand representative, showcasing its strength in beauty raw materials and receiving high recognition for its technical research achievements [1] Group 1: Product Development - Good Doctor Group's research manager, Pu Qianqian, presented on "A Life Peptide Derived from the American Cockroach," detailing the development process of the hexapeptide-117 ingredient from three dimensions: mechanism, efficacy data, and toxicological safety [3] - The research adhered to a "Four Questions" philosophy, focusing on efficacy, the active components, the mechanism of action, and the process of efficacy [5] - Hexapeptide-117 was developed using a combination of molecular biology and clinical validation, integrating traditional medicine with modern scientific interpretation [5] Group 2: Efficacy and Testing - In vitro testing on a 3D epidermal skin model showed that hexapeptide-117 significantly increased the levels of filaggrin (FLG) and loricrin (LOR), which are crucial for skin barrier function [6] - The ingredient provides a gentle and effective soothing solution for sensitive skin experiencing redness and discomfort due to external stimuli [6] - Human efficacy tests indicated that subjects with sensitive skin using a serum containing 0.1% hexapeptide-117 for 28 days experienced better results compared to the control group [6] Group 3: Innovation and Market Impact - Hexapeptide-117 represents a new cosmetic raw material that combines natural wisdom with modern technology, marking an innovative achievement in the skincare industry [6] - The successful registration of this new ingredient in August signifies the emergence of a safer and more effective skincare component [5][6] - This development opens new avenues for innovation in the cosmetics raw material sector, enhancing consumer choices for skin health [6]

Core Viewpoint - The article highlights the emergence of "plant callus" as a key focus in the cosmetics industry, driven by technological advancements in plant tissue culture, which allows for sustainable and controlled production of rare plant extracts [3][5][16]. Group 1: Industry Trends - Since 2025, plant callus has rapidly become a focal point in the cosmetics sector, with multiple new raw materials being registered, including extracts from high-altitude snow lotus and night-blooming cereus [5][6]. - The registration of plant callus extracts is seen as a significant innovation in raw materials, reflecting a shift towards "green manufacturing" in the beauty industry [4][14]. Group 2: Technological Advancements - Plant callus technology enables the controlled production of active plant ingredients, overcoming challenges associated with traditional extraction methods, such as batch variability and sustainability issues [4][14]. - The technology allows for the regeneration of endangered plants, providing a sustainable alternative to wild harvesting [4][27]. Group 3: Market Dynamics - Major brands like Gu Yu and Shui Yang have successfully registered plant callus extracts, indicating a growing acceptance and investment in this technology within the industry [7][9]. - Collaborations between brands and innovative companies are increasing, as seen with Huaxi Kou and Wei Ming Shi Guang, which have developed anti-aging products using plant callus extracts [9][10]. Group 4: Production and Supply Chain - The plant callus technology allows for year-round, stable production of high-quality, uncontaminated raw materials, addressing the supply chain issues faced by traditional plant sourcing [14][27]. - The ability to produce plant extracts in a controlled environment mitigates risks associated with climate and seasonal variations, ensuring a consistent supply for brands [14][29]. Group 5: Future Directions - The article suggests that the future of plant callus technology lies in its integration with AI and synthetic biology, which could optimize cultivation conditions and enhance production capabilities [32]. - The shift towards sustainable practices in the beauty industry aligns with consumer expectations for environmentally friendly products, positioning plant callus technology as a key player in this transformation [32][33].

Core Viewpoint - The discovery of Sudan IV, a banned synthetic dye, in cosmetic products has sparked consumer panic and raised questions about product safety and regulatory compliance in the cosmetics industry [6][8][24]. Group 1: Incident Overview - A third-party testing agency, "Old Dad Testing," reported the presence of Sudan IV in a skin care product, leading to widespread consumer concern and discussions on social media [6][8]. - Sudan IV has been banned in cosmetics in China since 2007 due to its potential carcinogenic effects [8][9]. Group 2: Source of Contamination - The contamination was traced back to three specific raw materials: Eclipta Prostrata extract, Melia Azadirachta leaf extract, and Moringa Oleifera seed oil, with a high concentration of 1170 ppm detected [9][12]. - The supplier of the contaminated raw materials is identified as Campo Research (S) Pte. Ltd., a company based in Singapore but linked to India, raising concerns about the sourcing and quality control of cosmetic ingredients [9][13]. Group 3: Industry Response and Consumer Impact - Over 400 cosmetic brands are potentially affected, leading to a crisis of trust among consumers regarding product safety [9][24]. - Brands have stated that their products passed regulatory inspections, but they are now sending affected products for further testing [22][28]. Group 4: Regulatory and Safety Considerations - Experts emphasize the need for thorough safety assessments of detected substances, as the current findings do not automatically equate to health risks [21][28]. - The incident highlights the importance of transparency in ingredient sourcing and the need for stricter regulatory measures to prevent the introduction of banned substances into cosmetic products [27][28].

Core Viewpoint - The National Medical Products Administration (NMPA) has made a second dynamic adjustment to the "Catalog of Used Cosmetic Ingredients," incorporating three new cosmetic raw materials after a three-year safety monitoring period, and has added a "Revision Suggestions" feature to the catalog query page for public and industry feedback [1] Group 1: Regulatory Changes - Three new cosmetic raw materials, including lauroyl alanine and polymethylsilsesquioxane, have been added to the catalog after meeting safety evaluation criteria [1] - The catalog now includes standardized Chinese and INCI/English names for relevant raw materials [1] Group 2: Industry Engagement - The NMPA has introduced a "Revision Suggestions" function on the catalog query page to facilitate feedback from industry enterprises and the public [1] - The NMPA will actively collect and consider suggestions to continuously improve the catalog [1]

Core Insights - The global cosmetics raw materials market is experiencing intensified competition, with domestic companies beginning to change their historically weak positions [1] Group 1: Market Dynamics - International giants are responding to challenges such as the pandemic, tariff policies, and rising transportation costs through mergers, splits, and price increases [2] - The merger of DSM and Firmenich, along with Solvay's split of its cosmetics business to form Scentys, has reshuffled the rankings of the top 11 international cosmetics raw material suppliers [2][3] - Dow Chemical leads the market with a net sales of 31.53 billion yuan, followed by BASF and Evonik, with only these three companies surpassing the 20 billion yuan mark [3] Group 2: Performance Analysis - Among the top 11 suppliers, only three companies—Givaudan, DSM-Firmenich, and IFF—reported sales growth, while IFF's performance slightly declined by 0.3% [3][20] - Givaudan's fragrance and beauty segment saw a sales increase of 7% and an EBITDA rise of 5%, indicating strong performance in high-end fragrances and consumer products [7][8] - In contrast, DSM-Firmenich's fragrance and beauty segment experienced a sales drop of 1% and a significant EBITDA decline of 4%, marking the first decline since the merger [10][12] Group 3: Challenges and Strategic Adjustments - The cosmetics raw materials giants are facing a downturn in performance due to various factors, including geopolitical tensions, macroeconomic uncertainties, and increased compliance costs [43][44] - Companies are implementing strategic adjustments such as optimizing business portfolios, workforce reductions, and restructuring to enhance operational efficiency [38][40] - The market is witnessing a shift where reliance on scale-based cost advantages is becoming less sustainable, necessitating differentiation through regulatory compliance and supply chain resilience [43][44]

Core Insights - The report released by the China Fragrance and Cosmetic Industry Association highlights the top 30 cosmetic raw material companies for 2024, emphasizing the importance of raw material innovation in the cosmetics industry [2][5][33] Market Overview - The scale of the Chinese cosmetic raw material market is approximately 644.29 billion yuan for 2024, exhibiting high market concentration with the top 5 companies accounting for 23.9% of the total market revenue [7][8] - The revenue of the top 10 companies reaches 240.07 billion yuan, representing 37.26% of the market, while the top 30 companies generate 354.53 billion yuan, which is 55.03% of the total market [8] Competitive Landscape - The average revenue of the top 10 companies is 24.01 billion yuan, while the average revenue for companies ranked 11-30 drops to 5.72 billion yuan, only one-fourth of the top companies [9] - Foreign companies dominate the top market, with foreign firms in the top 30 generating a total revenue of 205.47 billion yuan, accounting for 57.96% of the total revenue of these companies [10] Trends in the Industry - Chinese companies are making breakthroughs in specific segments, with notable examples including Huaxi Biological, Nanjing Kexin, and Guangzhou Tianci, which are leading in their respective fields [13] - High-value active ingredients are becoming the focal point of market competition, as consumers increasingly prioritize the efficacy of cosmetic products [14] - The trend of domestic substitution is becoming irreversible, with Chinese cosmetic raw material companies gradually replacing imported materials [15] Evaluation Methodology - The evaluation system for the market position of cosmetic raw material companies includes three main dimensions: financial performance (50% weight), innovation capability (40% weight), and ESG performance (10% weight) [17][18] - The financial performance metric focuses solely on revenue from cosmetic raw materials, excluding income from other related products [17] - The innovation capability assessment includes R&D investment, patent quantity and quality, and new material development, with a significant emphasis on R&D spending [19][21] Research Process - The research involved extensive data collection from over a hundred companies, ensuring the accuracy and reliability of the results through a four-tier data verification mechanism [29][30] - The initiative aims to promote brand awareness across the entire supply chain, emphasizing the importance of long-term value creation rather than just sales figures [32][33]

Core Insights - The report by Beijing Yihe International Information Consulting Co., Ltd. provides an in-depth analysis of the personal care film-forming agents market, covering global and Chinese markets, and is based on years of industry tracking [1][4] - The report targets a wide audience, including raw material suppliers, manufacturers, research institutions, investors, market analysts, and policymakers, highlighting its relevance across various sectors [4][6] Market Dynamics - Major players in the personal care film-forming agents market include well-known suppliers like Evonik, BASF, and Dow Chemical, with local companies in China such as Hua Yi and Baiyunshan gaining market share through effective strategies [6][7] - The market is expected to grow significantly, driven by increasing consumer demand for quality personal care products, with a particular emphasis on natural film-forming agents [7][8] Industry Structure - The personal care film-forming agents market has a complex supply chain, including raw material supply, production, and marketing, where fluctuations in raw material prices can directly impact production costs [7][8] - The report provides insights into the interrelationships within the supply chain and offers guidance for companies on material selection, production improvements, and market expansion [7] Challenges and Risks - The market faces challenges such as raw material price volatility, high technological barriers for new entrants, and increasing competition, which may hinder smaller companies' ability to invest in R&D [8] - Geopolitical factors, including trade policies and international relations, can significantly affect the global supply chain of film-forming agents, impacting production costs and market pricing [8][9] Regional Insights - The market shows distinct regional characteristics, with North America and Europe focusing on high-performance film-forming agents, while the Asia-Pacific region, particularly China, experiences rapid growth in personal care product demand [9] - In China, stricter regulatory policies regarding product safety and quality are shaping the market, and companies must align their strategies with government directives to gain a competitive edge [9]

Core Viewpoint - Amino acid derivatives are gaining popularity in the cosmetics raw material market due to their excellent effects in anti-aging, moisturizing, repairing, and whitening, but traditional production methods face significant limitations [1][3] Group 1: Advantages of Amino Acid Derivatives - Amino acid derivatives exhibit diverse physiological activities and superior application performance compared to single amino acids, making them key ingredients in cosmetics [1][2] - Specific examples include glutamic acid derivatives known for their outstanding moisturizing ability and aromatic amino acid derivatives that possess antioxidant and anti-inflammatory properties [2] Group 2: Limitations of Traditional Production Methods - Traditional production methods for amino acid derivatives include extraction from natural resources and chemical synthesis, both of which have significant drawbacks [3] - Natural extraction is resource-dependent, yielding low quantities at high costs, while chemical synthesis consumes fossil resources and generates toxic waste, compromising safety and environmental sustainability [3] Group 3: Synthetic Biology Technology - The emergence of synthetic biology technology allows for the creation of "microbial cell factories" that can efficiently produce amino acid derivatives [4][6] - This technology involves designing synthetic pathways, utilizing gene editing tools, and optimizing fermentation conditions to enhance production efficiency and reduce costs [4][6] Group 4: Breakthroughs in Production Efficiency - Synthetic biology has enabled significant improvements in production rates, exemplified by the fermentation yield of ergothioneine increasing from milligrams to grams per liter, drastically lowering costs [6] - The technology also aligns with the cosmetics industry's demand for natural, safe, and sustainable ingredients, as it utilizes biomass and operates under mild conditions with minimal pollution [6] Group 5: Market Trends and Applications - Amino acid derivatives produced through synthetic biology are rapidly transitioning from laboratory samples to consumer products, with ergothioneine and recombinant collagen becoming popular in high-end anti-aging lines [7] - Other derivatives like γ-aminobutyric acid and γ-polyglutamic acid are also being mass-produced, indicating a growing market for these innovative ingredients [7] Group 6: Challenges in Scaling Production - Despite the promising advancements, challenges remain in optimizing microbial strains, enhancing enzyme performance, and ensuring consistent production at scale [8][9] - The transition from laboratory to industrial-scale production presents difficulties in maintaining metabolic stability and yield, necessitating further research and development [8][9] Group 7: Future Outlook - Experts remain optimistic about the future of synthetic biology in producing amino acid derivatives, believing that advancements in gene editing and fermentation processes will overcome existing challenges [9][10] - The integration of synthetic biology technology is expected to drive the cosmetics industry towards greener and more sustainable practices, enhancing the safety and efficacy of skincare products [10]