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巨子生物深夜再回应可复美配方事件:现有检测方法存局限性
Xin Lang Cai Jing· 2025-06-24 01:14
Core Viewpoint - The company, Xi'an Juzhi Biological Gene Technology Co., Ltd. (referred to as "Juzhi Biological"), has issued a statement addressing controversies surrounding its recombinant collagen product, Kefu Mei, emphasizing its commitment to quality standards and ongoing improvements in response to industry developments [1][2]. Group 1: Company Background and Standards - Juzhi Biological applied for the first domestic invention patent related to recombinant collagen in 2001, naming the innovative substance "human-like collagen" and applying for the "human-like" trademark [1]. - The company has accumulated over 20 years of technical expertise, transitioning the substance from laboratory research to industrial application [1]. - Multiple industry standards related to recombinant collagen have been established, including the 2021 "Guidelines for Naming Recombinant Collagen Biological Materials" and the 2022 medical industry standard YY/T 1849-2022 [1]. Group 2: Quality Control and Self-Inspection - The company claims that its product development and production adhere to established standards, implementing quality control measures for raw materials and products [2]. - In response to the controversies, Juzhi Biological conducted a comprehensive self-inspection of all production, testing, and labeling processes, validating different testing methods [2]. - The company acknowledged limitations in its existing quality standards and testing methods, indicating a need for continuous optimization to meet evolving industry standards [2]. Group 3: Controversy and Response - The controversy began when a beauty blogger accused Juzhi Biological's Kefu Mei product of ingredient fraud, claiming the actual collagen content was only 0.0177% [3]. - Juzhi Biological refuted these claims, stating that their testing results showed collagen content exceeding 0.1%, contradicting the blogger's assertions [3]. - The dispute centers on differing testing methods, with both parties accusing each other of using "unscientific" approaches, as there are currently no national standards for testing recombinant collagen in cosmetics [3]. Group 4: Market Impact - As of June 23, Juzhi Biological's total market value was HKD 54.83 billion, reflecting a nearly 40% decline from its peak on May 20 [4].
舆论战升级!巨子生物深夜回应,华熙生物力挺美妆博主
第一财经· 2025-06-02 05:15
Core Viewpoint - The controversy surrounding the collagen content in the product "Collagen Stick" from the brand Kefu Mei, owned by Giant Biological (02367.HK), has intensified due to allegations of misleading advertising and low actual collagen levels compared to what is claimed [1][4]. Group 1: Controversy and Responses - Beauty blogger "Big Mouth Doctor" (Hao Yu) claims that the actual collagen content in Kefu Mei's product is only 0.0177%, significantly lower than the advertised "≥0.1%" [4][5]. - Giant Biological issued a statement acknowledging an apology from the testing agency used by "Big Mouth Doctor" and stated that they are pursuing legal action against those spreading false information [3][6]. - The company has sent products to multiple testing agencies for verification, but results are still pending due to the complexity of the testing process [3][6]. Group 2: Financial Performance and Market Impact - Giant Biological has shown steady revenue growth from 2020 to 2024, with revenues increasing from 1.19 billion to 5.54 billion yuan, and net profits rising from 826 million to 2.06 billion yuan [6]. - The Kefu Mei brand accounted for 82% of Giant Biological's total revenue in 2024, with its revenue reaching 4.54 billion yuan [6]. - The ongoing controversy coincides with the 618 e-commerce promotion period, raising concerns among industry experts about potential impacts on Giant Biological's performance [6]. Group 3: Industry Context and Competitor Actions - Competitors like Huaxi Biological (688363.SH) and Jinbo Biological (832982.BJ) have higher R&D expenditure ratios at 8.68% and 4.94%, respectively, compared to Giant Biological's 1.9% [7]. - Huaxi Biological publicly supported "Big Mouth Doctor" and has conducted its own testing on the allegations, emphasizing the importance of product integrity and transparency [10][11]. - Huaxi Biological has criticized the overhyped claims surrounding recombinant collagen, suggesting that such narratives lack scientific backing and may mislead consumers [11].
可复美遭“打假”,巨子生物7天市值蒸发180亿港元,护肤品卖出白酒毛利率
Xin Hua Cai Jing· 2025-05-30 12:21
Core Viewpoint - The stock price of Giant Bio has dropped 19.80% over 7 trading days, resulting in a market value loss of nearly 18 billion HKD due to allegations regarding the collagen content in its skincare products [2] Company Overview - Giant Bio operates in the professional skincare industry based on bioactive ingredients, with its brand "Kefumei" accounting for 87.04% of total revenue in 2024 [2] - The company reported a revenue of 5.539 billion CNY and a net profit of 2.062 billion CNY in its 2024 annual report, with a gross margin of 82.09% [4] Controversy and Response - On May 24, a beauty blogger, "Dr. Big Mouth," questioned the collagen content in Kefumei's core product, claiming it was only 0.0177% and lacked glycine, a key component [2] - Giant Bio responded by stating the allegations were "seriously inaccurate" and provided self-test results showing collagen content exceeding 0.1% [2] - The company has not yet released third-party test results despite claims of having engaged multiple authoritative testing agencies [2] Testing Methods - The blogger's team used high-performance liquid chromatography (HPLC) combined with amino acid quantification, while Giant Bio employed methods from the Chinese Pharmacopoeia and industry standards [3] - The blogger raised concerns about the testing methods used by Giant Bio, suggesting they may lead to inflated results due to the presence of polyglutamic acid [3] Market Impact - Market regulatory authorities are currently investigating the situation, which could negatively affect consumer sentiment and the performance of Kefumei during the upcoming 618 promotional event [4]
明星单品胶原蛋白含量不足0.1%?巨子生物否认且下架涉事单品 公司营销开支是研发的19倍
Xin Lang Zheng Quan· 2025-05-27 08:55
Core Viewpoint - The controversy surrounding Juzhibio's flagship product, the "Recombinant Collagen Essence," has raised significant concerns about its actual collagen content and potential false advertising, leading to a sharp decline in its stock price and questioning the company's marketing practices [1][3]. Group 1: Product Controversy - A report by the self-media "Big Mouth Doctor" claims that the actual recombinant collagen content in Juzhibio's "Recombinant Collagen Essence" is only 0.0177%, which is below the cosmetic labeling standard of 0.1% [2][3]. - The report also highlights the absence of glycine, a key structural component of collagen, challenging the product's technical authenticity [2]. - Juzhibio has denied these claims, asserting that internal tests show collagen content greater than 0.1% and questioning the validity of the testing methods used by the "Big Mouth Doctor" team [3]. Group 2: Financial Performance and Dependency - Juzhibio's revenue is heavily reliant on its skincare products, with 99.7% of revenue coming from this segment, while health products contribute only 0.3% [5]. - The "Recombinant Collagen" and "Keli Jin" brands account for over 90% of the company's revenue, indicating a significant dependency on these two brands [6][7]. - In 2024, Juzhibio's sales and distribution expenses are projected to be 2.008 billion yuan, while R&D expenses are only 106 million yuan, highlighting a 19-fold disparity [7]. Group 3: Market Impact - Following the allegations, Juzhibio's stock price fell by 8% after the market opened on May 26 [3]. - The affected product has been removed from all sales channels, including major platforms like Taobao, Douyin, and JD [3]. - If consumer backlash leads to collective lawsuits or mass returns, it could severely impact the company's sales performance during key promotional periods, jeopardizing its annual revenue growth targets [6].
检测方法被质疑!是否涉及同行竞争?“大嘴博士”回应了
Nan Fang Du Shi Bao· 2025-05-27 00:10
Core Viewpoint - The controversy surrounding the alleged fraud of the collagen essence product from Giant Biological (02367.HK) continues to escalate, with significant focus on the testing methods used to validate the claims made by Dr. Hao Yu, who has accused the product of containing only 0.0177% of recombinant collagen [1][3][5]. Group 1: Allegations and Responses - Dr. Hao Yu claims that the key component "glycine" is missing from the collagen essence, raising doubts about the product's authenticity [3]. - Giant Biological has issued a statement denying the allegations, asserting that their internal testing shows collagen content greater than 0.1%, contradicting Dr. Hao's findings [5][6]. - The company emphasizes adherence to regulatory standards and claims that all products undergo rigorous quality control processes [6][8]. Group 2: Testing Methods - The testing methods used by Dr. Hao Yu have been questioned by Giant Biological, which argues that the methods are not recognized by industry standards and lack proper validation [1][10]. - Dr. Hao Yu defends his use of high-precision HPLC amino acid quantification method, stating it is widely accepted internationally and has been validated for accuracy [1][10]. - Giant Biological has committed to obtaining third-party testing results to further validate their claims, indicating that they are awaiting the results from multiple authoritative testing agencies [2][8]. Group 3: Industry Context - The lack of established industry standards for measuring recombinant collagen content in cosmetics has been highlighted as a significant issue in this controversy [10]. - Dr. Hao Yu's background in organic chemistry and experience in the cosmetics industry lend credibility to his claims, although he asserts that there is no competitive motive behind his allegations [11][14]. - The ongoing debate raises questions about product quality and consumer trust in the cosmetic industry, particularly regarding the accuracy of ingredient labeling [16].
胶原蛋白精华里“不含胶原”?巨子生物“可复美”否认造假
Nan Fang Du Shi Bao· 2025-05-25 07:47
Core Viewpoint - The beauty blogger "Dr. Big Mouth" accused Giant Biological (02367.HK) of serious fraud regarding its Kefu Mei collagen essence, claiming that the actual content of recombinant collagen is only 0.0177% in the best-selling product, and that the key component "glycine" is missing [2][3][10]. Group 1: Accusations and Responses - The blogger questioned the legality of labeling recombinant collagen as a non-trace component when its actual content is below the regulatory threshold of 0.1% [3][10]. - Giant Biological issued a statement firmly denying the allegations, asserting that multiple tests showed collagen content greater than 0.1%, contradicting the blogger's claims [12][14]. - The company emphasized its adherence to scientific ethics and regulatory compliance, stating that all products are rigorously tested and verified [12][14]. Group 2: Product Composition Concerns - The blogger raised concerns about the absence of glycine in a product claiming to contain recombinant collagen, questioning the validity of calling it "recombinant collagen" [5][9]. - There were also questions about the marketing of a dipeptide molecule as "Mini small molecule collagen," suggesting potential misuse of scientific terminology [7]. Group 3: Market Performance and Investor Sentiment - Despite the controversies, Giant Biological has seen significant growth, reporting a revenue of 5.539 billion yuan in 2024, a year-on-year increase of 57.07%, and a net profit of 2.062 billion yuan, up 42.06% [22]. - The company has gained substantial attention from investors, with several funds heavily investing in its stock, indicating strong market confidence [24].
巨头涉嫌严重造假?最新回应!
证券时报· 2025-05-25 06:51
Core Viewpoint - The article discusses the controversy surrounding Giant Biological's brand, Kefu Mei, which has been accused of fraud regarding the content of recombinant collagen in its products. The company firmly denies these allegations and asserts compliance with regulatory standards [1][3]. Group 1: Company Response - Giant Biological issued a statement refuting claims of serious fraud and the inability to detect recombinant collagen in its products, emphasizing that all product development and production adhere to relevant regulations [3]. - The company conducted multiple tests on its products, confirming that collagen content exceeds 0.1%, contradicting claims of a mere 0.0177% [3]. - The company has experienced organized smear campaigns since mid-April and plans to pursue legal action against those spreading false information [5]. Group 2: Market Position and Financial Performance - Giant Biological is recognized as a leader in the recombinant collagen market, with its brands including Kefu Mei, Keli Jin, and Xin Gan, offering a range of skincare products [8]. - The company went public on the Hong Kong Stock Exchange in 2022 and has shown consistent revenue growth from 1.19 billion in 2020 to an expected 5.54 billion in 2024, with net profits increasing from 826 million to 2.06 billion in the same period [8].