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化妆品原料企业30强揭晓,背后的价值逻辑是什么?
FBeauty未来迹· 2025-08-24 13:03
2 0 2 5年8月2 2日,中国香料香精化妆品工业协会(以下简称中国香妆协会)发布了一项备受关 注的调研结果——2 0 2 4年度化妆品原料企业3 0强。 这份调研结果之所以备受关注,一方面是因为中国化妆品原料企业,长期以来就像是在没有海 图的海洋中航行。下游品牌方选择供应商时,往往依赖零散口碑或价格高低;企业自身难以客 观定位竞争力;政策制定者也缺乏行业全景视图。整个生态,存在大量信息不对称。 另一方面是因为随着行业的发展,越来越多的人开始意识到原料创新的重要性,并将其视为化 妆品产业的"芯片"。在不少业内人士看来,中国香妆协会发布的这份调研结果实际上是一份洞 察产业核心竞争力的"芯片地图"。 上下滑动查看 那么,这份调研结果究竟是如何产生的,背后有哪些不为人知的故事?揭示了哪些重要的行业 趋势呢? 中 国 香 妆 协 会 产 业 研 究 中 心 的 调 研 显 示 , 2 0 2 4 年 中 国 化 妆 品 原 料 市 场 的 规 模 约 为 6 4 4 . 2 9 亿 元。整体呈现出"三大特点"和"三大趋势"。 首先,市场集中度高。 不过值得注意的是,调研结果显示中国化妆品原料市场也正在发生三大趋势性 ...
欧莱雅、宝洁原料供应商赴港IPO
Sou Hu Cai Jing· 2025-07-09 06:52
Core Viewpoint - Tinci Materials is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange, aiming for global expansion in the personal care industry [2][6]. Company Overview - Founded in 2000, Tinci Materials started in the personal care sector and now covers lithium-ion battery materials, personal care materials, and specialty chemicals [4]. - The company is the second-largest producer of Carbomer in the industry with a capacity of 5,000 tons and is the largest producer of amphoteric surfactants in Asia [4]. Business Performance - In 2024, Tinci Materials' total revenue is projected to be 12.518 billion yuan, with personal care materials and specialty chemicals contributing 1.161 billion yuan, accounting for 9.27% of total revenue, reflecting a year-on-year growth of 14.14% and a gross margin of 30.04% [4]. Product Portfolio - Tinci Materials' personal care product offerings include surfactants, silicone oils, water-soluble polymers, cationic conditioning agents, and organic silicon, serving various sectors such as skincare, color cosmetics, and hair care, with sales exceeding 110,000 tons in 2024 [4]. Strategic Partnerships - The company has established stable partnerships with major beauty brands such as L'Oréal, Procter & Gamble, and Unilever for the development and supply of key raw materials [4]. Global Expansion Plans - Tinci Materials aims to accelerate its internationalization process, with over 30 subsidiaries and production bases established by early 2025, expanding its operational area from 99 acres to over 6,500 acres [6]. - The company has set up subsidiaries in the U.S., Germany, Morocco, and Singapore, and a laboratory in South Korea, primarily related to its battery materials business [6]. Market Trends - The global hair care industry is expected to maintain steady growth, with North America and Europe markets becoming saturated, while Asia and Africa are projected to show strong growth [9]. - The company plans to focus on market and regulatory trends, targeting segments such as household cleaning products, functional hair care, and baby care products [6].
全球招募!万华化学,加码生物基和合成生物学
合成生物学与绿色生物制造· 2025-06-18 10:53
Core Insights - Wanhua Chemical is actively recruiting top experts globally in ten key areas, including packaging materials, PVC, ePTFE membrane materials, biomanufacturing membrane products, high-end optical films, polyolefin films, synthetic biology, electrolyzers and electrodes, anode and cathode products, and battery materials [1] Group 1: Biodegradable Packaging Materials - Wanhua Chemical is focusing on biodegradable packaging solutions, expanding beyond traditional polyolefin films to include a full range of biodegradable options [2] - The PBAT product series covers various applications such as heat shrink films, cushioning bubble films, cushioning air cushion films, and cushioning air column films [2] Group 2: Biomanufacturing Membrane Materials - Separation and purification are the most costly and challenging aspects of biomanufacturing, accounting for 50%-80% of costs [3] - Wanhua is developing a range of high-efficiency membranes, including microfiltration, nanofiltration, ultrafiltration, reverse osmosis membranes, and hollow fiber ultrafiltration membranes, to address these cost challenges [3] Group 3: Synthetic Biology Innovations - The synthetic biology platform integrates gene engineering, metabolic engineering, enzyme engineering, computational science, and automation, serving as a powerful tool for developing biobased chemicals and materials [4] - Wanhua has achieved significant milestones, including the global launch of 100% naturally sourced biobased 1,3-butanediol produced via microbial fermentation from non-grain sugar raw materials [4] - The company is also developing single-cell protein (SCP) production through fermentation technology, with future capacity planned to reach several hundred thousand tons, representing a new protein source and potential biobased material precursor or additive [4]