7月9日晚间，赛隆药业集团股份有限公司（简称"*ST赛隆""赛隆药业"）发布公告称，公司的控股股东 已变更为海南雅亿共赢科技合伙企业（有限合伙）（以下简称"海南雅亿"），由于目前海南雅亿无实际 控制人，故公司无实际控制人。近年来，赛隆药业因业绩承压、研发投入不足一度濒临退市，海南雅亿 成为控股股东后，将为赛隆药业带来哪些转机？ 控股股东变更为海南雅亿 2025年3月15日，赛隆药业对2024年业绩预告进行修正，修正后，公司利润指标由盈转亏。赛隆药业给 出的修正理由是，随着年审工作推进，结合业务实际情况，对部分销售收入确认进行再次分析，基于谨 慎性原则，部分收入2024年度不予确认，预计减少3963.25万元，减少毛利3395.71万元。在资产减值方 面，赛隆药业针对部分闲置的固定资产进行减值测试，预计将补充计提资产减值准备200万元-450万 元。赛隆药业提示，公司股票交易可能被实施退市风险警示。 4月25日，赛隆药业发布公司股票交易被实施退市风险警示暨停牌的公告。公告显示，赛隆药业2024年 度利润总额、净利润、扣除非经常性损益后的净利润三者均为负值，且扣除后的营业收入低于3亿元。 根据《深圳证券交易所股票 ...

Core Viewpoint - The whitening ingredient tranexamic acid is experiencing a resurgence in the skincare market, moving from a previously overlooked status to becoming a popular choice among brands and consumers [1][5][20]. Ingredient Trends - Traditional whitening ingredients like niacinamide, arbutin, and alpha hydroxy acids dominate the market, while tranexamic acid, once popularized by Shiseido, has seen a revival due to new research validating its efficacy [1][5]. - In Q1 2024, tranexamic acid entered the top 10 list of popular cosmetic ingredients, marking a significant increase from its previous ranking of 15 in the same period last year [5][6]. Market Growth - The number of registered products containing tranexamic acid has surged, with 918 new registrations in 2024 and a compound annual growth rate exceeding 80% over the past three years [6][8]. - By May 2025, over 3,000 products featuring tranexamic acid were registered, reflecting a year-on-year growth of over 100% [6][8]. Brand Strategies - Major brands are increasingly incorporating tranexamic acid into their product lines, with companies like OLAY and domestic brands like Proya launching new products featuring this ingredient [14][15]. - The competitive landscape in the whitening market is intensifying, with brands seeking innovative narratives to differentiate their offerings amid a saturated market [13][20]. Research and Development - Procter & Gamble's recent research highlights the mechanism by which tranexamic acid inhibits melanin production, providing a scientific basis for its use in whitening products [10][12]. - The study indicates that tranexamic acid can stabilize melanocytes, preventing excessive melanin transfer to skin cells, thus enhancing its whitening effects [12][13]. Consumer Engagement - The rise of "ingredient-focused" consumers has led to increased discussions about tranexamic acid on social media platforms, indicating growing consumer interest and awareness [17][18]. - However, the lack of a standout product in the market is seen as a barrier to tranexamic acid's widespread adoption, with brands needing to innovate to capture consumer attention [18][19]. Future Outlook - The potential for tranexamic acid to become a leading whitening ingredient hinges on overcoming challenges related to its skin absorption and stability [18][19]. - Innovations such as microneedling combined with tranexamic acid are being explored to enhance its efficacy and safety in topical applications [18][19]. - The cost of tranexamic acid remains a factor, with current prices significantly higher than those of established ingredients like niacinamide, which may limit its market penetration [19][20].