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茶颜悦色出海北美卖零食茶具等;MUJI无印良品2025财年Q3营收利润双增长;三养首个海外工厂落地中国|消研所周报
Tai Mei Ti A P P· 2025-07-11 12:05
消费动态 茶颜悦色出海首站选择在北美布局电商零售业务 近日,茶颜悦色宣布以电商形式向海外市场布局零售业务。茶颜悦色自建Shopify独立站电商店铺,以及在亚马逊、TikTok Shop、沃尔玛、Weee、亚米网 平台建立了品牌自营店铺,7月9日起陆续投入运营。目前,茶颜悦色在湖南、湖北、江苏、重庆4省市开设了近1000家线下直营门店(含子品牌)。作为 一家成立于2013年的新茶饮品牌,茶颜悦色自2020年起深入学习、打造零售产品线,聚焦茶叶与零食等高频复购品类。截至2025年5月,茶颜悦色自主设 计并上线了500多个SKU,包含茶叶、茶粉、零食、文具、生活用品等多个品类。此外,茶颜悦色研发生产基地于2025年正式投产,该基地将以自主技术 研发为驱动,打造深耕核心原料基础研发、精深加工研发的创新技术中心。 小红书APP品牌升级,启用新品牌口号"你的生活兴趣社区" 7月8日,小红书APP迎来品牌升级,从"你的生活指南"正式焕新为"你的生活兴趣社区"。在各大应用商店,小红书的产品介绍均已更新。用户更新版本 后,新的品牌口号也将在APP开屏展现。此次升级旨在强化平台的社区属性和兴趣互动体验,用户更新APP即可感受全新 ...
逸仙电商首席科学官揭秘:研发如何驱动中国美妆“弯道超车”
Sou Hu Cai Jing· 2025-07-11 10:45
中国美妆市场的聚光灯,正从品牌营销转向研发实验室。 数据来源:国家统计局 "最难的是,在短期压力下依然坚持长期投入研发。我们赚的每一分钱,都要优先投入到科研里。只有建立真正能穿越周期的研发体系,我们才有资格谈 未来。"逸仙电商创始人、董事长兼CEO黄锦峰曾多次公开表示。 数字印证着这份决心:根据逸仙电商历年的财报数据,自2020年起,公司累计研发支出已超过5.8亿元,研发费用率连续三年维持在3%以上,在全球美妆 行业中处于前列。 这项持续且重金的投入,最终打造出了一套顶配科研配置: "1-3-4-6-20" 全球研发战略体系,即1座全球先进美妆工厂、3大自建研发中心(上海、广州、 法国图卢兹)、4大研究方向、6个共建实验室与20多个科研合作项目。 当消费者开始用成分表和功效数据"投票",一场以科研与智造为核心的产业革命已然到来。身处国货美妆浪潮中的逸仙电商,早在2020年开始将研发作为 集团核心策略,开启国货美妆 "智" 造的跃升之旅。 日前,逸仙电商首席科学官承静表示,深度解析了逸仙电商如何以"全球智慧+本土创新"推动研发跃迁,为中国美妆的"弯道超车"提供新路径。 构建全球化研发体系,按下弯道超车加速键 近 ...
对话逸仙电商首席科学官承静:解码国货美妆“智”造跃迁
华尔街见闻· 2025-07-09 04:22
Core Viewpoint - The focus of the Chinese beauty market is shifting from brand marketing to research and development, indicating a revolution centered on scientific research and manufacturing [1][2]. Group 1: R&D Strategy and Investment - Yatsen E-commerce initiated a "second entrepreneurship" strategy in 2022, emphasizing long-term investment in R&D to build a global R&D system and become a "world-class beauty innovation pioneer" [2]. - Since 2020, Yatsen has invested over 580 million yuan in R&D, maintaining a R&D expense ratio above 3% for three consecutive years, positioning it among the leaders in the global beauty industry [3][6]. - The company has established a comprehensive R&D framework, referred to as the "1-3-4-6-20" global R&D strategy, which includes one world-class beauty factory, three self-built R&D centers, four research directions, six co-built laboratories, and over 20 research cooperation projects [5]. Group 2: R&D Achievements and Innovations - The Yatsen Global Innovation R&D Center, opened in May 2024, features over 300 high-end research instruments and has achieved national certification, marking it as one of the few accredited beauty R&D labs in China [6]. - Yatsen has made significant progress in developing new functional ingredients, such as the "Renewal Essence" component, which utilizes multi-strain fermentation technology for multiple benefits, and the "Lactobacillus infantis" extract, which shows superior skin barrier repair capabilities [6][8]. - The company has successfully commercialized products like the "Bionic Film" essence lipstick, which has sold over 4.5 million units and generated over 600 million yuan in GMV, becoming the top-selling lipstick globally for Chinese brands [10][13]. Group 3: Talent and Collaboration - Yatsen's R&D strategy is supported by a global talent matrix, with 48% of its R&D team holding advanced degrees, enhancing the company's ability to convert cutting-edge technology into market-ready products [16][17]. - The collaboration between Yatsen and international experts has led to significant recognition, including multiple papers presented at prestigious conferences, establishing the company as a leader in the beauty industry [17][19]. Group 4: Sustainability and Future Outlook - Yatsen is committed to sustainable practices, achieving an ESG A rating from MSCI for two consecutive years, and is the only Chinese beauty company to do so [20]. - The company integrates AI technology into its R&D processes, enhancing efficiency and reducing experimental iterations, exemplified by its development of an anti-aging serum using advanced predictive modeling [20][21]. - Yatsen aims to create a complete R&D ecosystem that encompasses basic research, application development, commercial transformation, and sustainable future initiatives, establishing a "Chinese paradigm" for R&D value realization [22][23].
中国美妆数字营销之变:一场与消费者共舞的“浪漫进化”
Sou Hu Cai Jing· 2025-07-09 02:32
感性突破+理性体验,趋势洞察下的全新数字营销之道。 《中国化妆品》杂志|苏悦怡 在国际品牌眼中,中国市场的无限潜力不仅体现在庞大的消费规模,更源自极具创造力的线上营销生态。以李佳琦为代表的头部主播,已经从"带货"角色 跃升为拥有百万级粉丝的意见领袖,其直播间场景化脚本和互动营销模式,屡屡将美妆新品推上销量高峰;而在TikTok上,欧美的KOL、KOC也纷纷效 仿,借力美妆产品种草短视频、直播带货等多元玩法,获得流量与销量。正是这种基于流量驱动的数字营销模式,让国际品牌在全球市场的竞争格局中, 看到了将中国经验复制到海外的可行性。 然而,伴随流量红利的消退,消费者正从"冲动买买买"走向"理性体验主义"。不再满足于一味追求"性价比"或"网红推荐",他们更关注产品背后的成分科 学和使用感受。抖音博主、植美馥予品牌创始人田甜认为:"粉丝进直播间,不是单纯想听我说'好用'与否,而是期待看到成分解析、功效验证,以及最 有效的使用方案——比如使用护肤水后是否需要轻拍,搭配哪些精华效果更佳等。"在这种趋势下,品牌若要赢得长期信任,必须以内容为入口,从"买 它"扩展到"懂它"。 正因如此,《中国化妆品》杂志在今年CBE展会上, ...
专访 | 逸仙电商首席科学官承静:怎么打“硬核”科研突围战?
FBeauty未来迹· 2025-07-08 12:58
在中国美妆产业从"制造"走向"智造"的转型关键期,越来越多的消费者正在重新审视一个产品 真正的价值——它不仅要美丽动人,更要科技可信。 在此背景下,《FBe a u t y未来迹》发现,以"世界级美妆创新先锋"为愿景的逸仙电商,正在发 生一场由科技创新引领的品牌跃迁: ·财务转折: 营收上持续向好,2024年Q4营收11.5亿元(同比+7.1%),终结亏损首现盈利;2025年Q1延续增 势,营收8.3亿元(同比+7.8%),Non-GAAP净利润转正至714万元。至此,逸仙电商在实现连续两个季度营收 正向增长的同时,实现Non-GAAP层面盈利。 ·业务结构升级: 护肤业务占比攀升,达尔肤、科兰黎等贡献核心增量。2025年Q1护肤版块营收占总营收的比例 为43.5%,实现连续12个季度保持在总营收30%以上的水平。 ·彩妆破壁: 主品牌完美日记在"妆养一体"战略拉动下爆发强大势能,仿生膜精华口红从上市截至今年第一季度 GMV突破6亿元。 这些数据变化的背后,是逸仙电商长期投入研发、升级科研体系所构筑起来的技术地基。而激 活这套体系的关键人物,是一位拥有2 8年国际研发管理经验的中国本土成长的女性科学家—— 前 ...
宁夏中宁 唱响转型发展主旋律 谱写产业升级新篇章
Ren Min Ri Bao· 2025-07-06 22:24
以大监管护航大市场,加强体系建设。中宁强化标准推广应用,制定印发《中宁枸杞标准》。完善绿色 防控体系,大力推广"五步法"绿色防控技术,布设测报样点580个,实现枸杞病虫害绿色防控全覆盖。 健全检验检测体系,建成国家枸杞产品质量检验检测中心(宁夏),实行收前必检、入市必检"两个必 检",确保每年检验检测次数达2500批次。加强产品溯源体系建设,建成中宁枸杞溯源大数据监管服务 平台,溯源企业88家,可溯源产品628个。构建1万吨中宁枸杞干果和5万吨原浆产品的保真仓储体系, 销售产品统一贴附"以地定产、以产核标"的"中宁枸杞"质量追溯标识,确保所有产品携带"统一身份 证"进入市场销售,实现从田间到车间再到舌尖的全链条可追溯。 以大项目推动大发展,强化产业支撑。中宁加快实施高价值枸杞功能性健康产品开发建设以及锁鲜枸 杞、枸杞原浆加工生产线及冷冻库设施建设等重点项目,创新推出枸杞口红、巧克力、面膜等精深加工 产品10类120余种,加工转化率达37.8%。持续实施"育龙计划"行动,枸杞加工企业发展到124家,其中 规模以上企业15家,2024年产值达9.8亿元。建立"企业出题、院校解题、政府助题"技术合作机制,创 新"科 ...
电商年中大促收官:“剁手党”疯狂扫货,数据亮瞎眼!
Sou Hu Cai Jing· 2025-07-06 03:56
家人们!2025年电商年中大促终于落下帷幕,这一场全民"剁手狂欢",直接把消费数据干到逆天! 咱先唠唠这疯狂的消费场面。从618预热开始,各大平台就跟打了鸡血似的,优惠券叠了又叠,直播间喊到嗓子冒烟。咱普通老百姓也不含糊,购物车塞得 满满当当,就等着零点一到,"哐哐"下单,那架势,感觉不买就亏了几个亿! 先说这消费规模,直接创下历史新高!各大电商平台发布的数据,就跟坐了火箭似的往上蹿。甭管是淘宝、京东这些老牌巨头,还是拼多多、抖音电商这些 后起之秀,个个都赚得盆满钵满。咱老百姓的购买力,那真是杠杠的,管他什么经济环境,该买还得买! 直播带货更是玩出了新花样。那些主播们,嘴巴跟抹了蜜似的,"家人们!3、2、1,上链接!" 这一声令下,咱的手就不受控制地狂点屏幕。什么口红、零 食、家电,甚至连汽车、房子都能在直播间卖爆。有个卖家居的主播,一场直播下来,成交了好几千万,网友调侃:"这哪是带货,简直是在变魔法!" 跨境电商也不甘示弱。现在咱在家就能轻松买到全球好货,什么日本的护肤品、澳洲的奶粉、欧洲的奢侈品,通通一键下单。数据显示,跨境电商的订单量 同比增长了好几十,咱这"买买买"的热情,都烧到国外去了!有个海归小姐 ...
全国首个化妆品产业贸易便利化措施落地上海
Xin Hua Cai Jing· 2025-06-30 13:52
(0) tion in the first from the may STIC 0 100 175 75 品 # 0 9 the Com a al 4 上海海关进出口食品安全处处长王震宇表示,全国首个化妆品产业贸易便利化措施落地上海奉贤,在于以奉贤"东方美谷"为代表的上海化妆品产业链具备规 模性、创新性和国际性。通过在奉贤"小步快跑""快速迭代",相关贸易便利化措施有望加快形成政策供给闭环,为下一步全国范围的复制推广积累实践经 验。 上海是全国最大的化妆品进出口口岸。据上海海关统计,今年前5个月,上海口岸美容化妆品及洗护用品进出口总值达253.2亿元人民币,占同期全国同类商 品进出口总值的35.6%。 来自上海市统计部门的数据显示,上海是全国化妆品消费和生产"龙头"城市之一。今年前5个月,上海市化妆品类商品零售额达562.46亿元,比去年同期增 长3%。奉贤区"东方美谷"集聚了上海超过三分之一的化妆品企业,2024年实现产值145.3亿元,比上一年增长13.7%。 上海创元化妆品有限公司是奉贤"东方美谷"一家专门从事化妆品国际代工的企业,每年出口的眉笔、眼线笔、口红等商品的数量多达6亿支。公司合规与公 共事务 ...
华熙生物:从实验室到百货架的全产业链力
Zhong Guo Jing Ji Wang· 2025-06-25 06:42
Core Insights - The efficiency of commercializing scientific research results has become a key measure of corporate development capabilities in a competitive market [1] - Huaxi Biological, a leading global biotechnology company, has effectively transformed its research achievements in hyaluronic acid (HA) into market recognition through strong R&D and market insight [1][2] Company Overview - Huaxi Biological has focused on the research and application of hyaluronic acid and its derivatives since its establishment, successfully building a globally recognized brand in the hyaluronic acid industry over 20 years [2] - As of the end of 2024, Huaxi Biological has applied for 1,047 patents, including 826 invention patents and 587 authorized patents, with R&D investment of 466 million yuan, accounting for 8.68% of its revenue, ranking among the top in A-share listed companies [2] Market Positioning - The company emphasizes understanding consumer needs while conducting B-end research, leading to a strong focus on high-value products in the pharmaceutical and cosmetic sectors [3] - Huaxi Biological has developed a range of HA products, including pharmaceutical-grade, cosmetic-grade, and food-grade HA, to meet diverse consumer demands [3] Product Innovation - The launch of the "Next Throw" repair essence, utilizing HA targeting technology, demonstrates the company's ability to respond to scientific advancements and market trends [3] - The collaboration with the Palace Museum to create a lipstick line integrates traditional culture with modern technology, enhancing brand value and market competitiveness [5][6] Strategic Capabilities - Huaxi Biological has established three core capabilities: strong R&D innovation, effective results conversion, and high market conversion efficiency, enabling it to serve global enterprises and consumers [7] - In 2023, the company achieved revenue exceeding 6 billion yuan, solidifying its leadership in the global hyaluronic acid market [7] Future Directions - The company is exploring the health benefits of various polysaccharides and building a sugar library to support future research and applications [7] - Huaxi Biological's experience in transforming scientific achievements is seen as essential for Chinese enterprises undergoing significant transitions in the current economic landscape [7]
中国海关完全沉浸在自己的标题艺术中了
Hu Xiu· 2025-06-23 05:18
Core Viewpoint - The article discusses the creative and humorous approach taken by customs authorities in their public communications, particularly in addressing issues related to smuggling and counterfeit goods. Group 1: Customs Communication Style - Customs authorities have adopted a light-hearted and engaging tone in their announcements, often using witty titles to capture attention [7][30][49] - The use of humor in titles serves to make serious topics more relatable and engaging for the public [15][40][50] Group 2: Smuggling Incidents - Recent incidents include the discovery of counterfeit toys and a large number of unauthorized celebrity photos, highlighting the scale of smuggling activities [2][14] - Specific cases mentioned include travelers attempting to smuggle live animals and luxury goods in unusual ways, showcasing the lengths to which smugglers will go [56][62][68] Group 3: Public Awareness and Education - The humorous approach is also aimed at educating the public about the consequences of smuggling and the importance of compliance with customs regulations [51][74] - Customs authorities believe that engaging storytelling can enhance public understanding and awareness of their work [40][94]