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质疑可复美造假的美妆博主微博被禁言,华熙生物巨子生物股价都在跌
Guan Cha Zhe Wang· 2025-06-13 08:34
Core Viewpoint - The controversy surrounding the collagen product "Kefumei" and its alleged false claims has led to significant media attention and a public dispute between two major players in the beauty and medical aesthetics industry, Juzhibio and Huaxi Biological. Group 1: Allegations and Responses - The beauty blogger "Dr. Big Mouth" raised concerns about the collagen content in "Kefumei" products, claiming it was only 0.02%, below the regulatory threshold of 0.1% [5] - Juzhibio, the parent company of "Kefumei," denied these allegations, asserting that their internal tests showed collagen content exceeding 0.1%, with third-party tests indicating levels between 0.2% and 0.22% [8] - The blogger's videos related to Juzhibio were removed from social media platforms, which he attributed to malicious reporting rather than voluntary deletion [1] Group 2: Industry Dynamics - The dispute is seen as a competitive clash between Juzhibio and Huaxi Biological, with the latter supporting the blogger's claims and hinting at a potential "business war" [8] - Juzhibio's market capitalization is reported to be over twice that of Huaxi Biological, despite similar performance levels, indicating a market preference for Juzhibio's collagen products [8] - Huaxi Biological had previously attempted to enter the collagen market through acquisitions, indicating a strategic interest in this segment [9] Group 3: Market Impact - Following the public dispute, both Juzhibio and Huaxi Biological experienced stock price declines, with Juzhibio opening at 59.8 HKD per share and Huaxi Biological at 54.34 CNY per share [11]
食饮吾见 | 一周消费大事件(5.31-6.6)
Cai Jing Wang· 2025-06-06 10:46
Group 1 - Jialong Co. expects its soy sauce products to be launched in the second half of the year, with progress on the business proceeding smoothly [1] - Babi Foods reports that the median order amount for stores in East China has turned positive year-on-year for April and May, with a stable closure rate [2] - Muyuan Foods announces a sales revenue of 12.258 billion yuan from commodity pigs in May, reflecting a year-on-year increase of 26.93% [3] Group 2 - Haitian Flavor Industry's board has approved the global offering of H-shares and listing on the Hong Kong Stock Exchange [4] - Wens Foodstuff Group has undergone a change in actual controllers, with a new agreement signed by ten individuals, holding a combined 11.94% of the total share capital [5] - White Elephant Foods clarifies that its "Duoban" products are larger versions of existing products and will adjust packaging to avoid consumer confusion [6] Group 3 - Juzhi Biotechnology confirms that its recombinant collagen products contain real added collagen, with testing results showing content greater than 0.1% [7][8] - *ST Renle announces that its stock will enter a delisting arrangement period starting June 13, 2025, with the last trading day expected to be July 3, 2025 [9] - The involved blogger in the "Red Underwear" case related to Pang Donglai has issued an apology video, complying with the court's judgment [10]
历时12天巨子生物披露检测结果,检测结果无盖章、无签名疑点重重
Sou Hu Cai Jing· 2025-06-05 02:18
Group 1 - The core viewpoint of the article is that Juzhi Biotechnology has disclosed the testing results of its recombinant collagen products, which have raised questions regarding the credibility and transparency of the results [2][3]. - Juzhi Biotechnology commissioned four testing institutions (A, B, C, D) to conduct qualitative and quantitative tests on multiple batches of its products, but did not disclose the names of these institutions [2]. - Testing results from institutions A, B, and C confirmed the presence of recombinant collagen in the product with a content greater than 0.1%, while institution D verified that sodium polyglutamate did not interfere with the detection results [2]. Group 2 - The testing results provided by Juzhi Biotechnology were only partial screenshots and lacked the names, stamps, or signatures of the testing institutions, raising doubts about the validity of the reports [3][4]. - The response from Dazui Doctor Yan Research Institute indicated skepticism towards Juzhi Biotechnology's disclosure, highlighting concerns about the lack of transparency in the testing process [5]. - Following the announcement, Juzhi Biotechnology's stock price fell by 1.8%, closing at 65.45 HKD per share, indicating market skepticism regarding the company's claims [5].
知名医美巨头,涉嫌严重造假?官方回应→
第一财经· 2025-05-28 10:16
Core Viewpoint - The article discusses the recent controversy surrounding Juzhibio's product quality and testing methods, particularly related to its flagship brand Kefu Mei, which significantly impacts the company's revenue and stock performance [3][6]. Company Overview - Juzhibio's flagship brand Kefu Mei contributes over 80% of the company's revenue, with 2024 revenue reported at 5.539 billion yuan and net profit at 2.062 billion yuan, where Kefu Mei's revenue alone was 4.542 billion yuan, accounting for 82% of total revenue [6]. - The company was established in September 2001, with a registered capital of approximately 688 million yuan, and operates in various sectors including medical devices and daily chemical products [7]. Recent Controversy - Beauty blogger Dazui Doctor has raised concerns about Juzhibio's testing methods, claiming that the use of biuret could lead to inflated test results due to the presence of sodium polyglutamate in Kefu Mei products [3]. - Following criticism from Huaxi Biological on May 17, Juzhibio's stock price dropped significantly, with a market value decline noted [6]. - The ranking of Kefu Mei on Tmall's 618 promotion list fell from 7th to 12th, indicating a potential loss of consumer confidence [6]. Regulatory Response - The Xi'an Market Supervision Bureau has acknowledged the situation and is conducting investigations, although cosmetic regulation falls under higher authorities [6]. - The Shaanxi provincial regulatory department has also stated that they are looking into the matter [6]. Product Availability - Feedback from consumers indicates that the original version of Kefu Mei's collagen repair essence is no longer available on major e-commerce platforms, while the newer version remains for sale [7]. Intellectual Property and Business Structure - Juzhibio has applied for multiple trademarks related to Kefu Mei, with many successfully registered, and holds over 120 patents, primarily in the fields of recombinant collagen and immune-boosting compositions [9].
知名医美龙头,配方被质疑造假!涉事产品1.0版本多平台下架,省、市监管部门最新回应
21世纪经济报道· 2025-05-28 08:44
Core Viewpoint - The article discusses allegations against Juzhi Biotechnology regarding potential fraud in their collagen products, specifically questioning the accuracy of the testing methods used to measure collagen content [1][10]. Group 1: Allegations and Testing Methods - A video and post alleging that Juzhi Biotechnology's collagen product cannot be detected for collagen content have sparked significant discussion [1]. - The controversy centers around the testing method used, with the blogger claiming that the "biuret method" (双缩脲法) is flawed for complex cosmetic formulations, as it may yield inflated results due to interference from other ingredients [3][8]. - Juzhi Biotechnology claims to have used the biuret method as per the Chinese Pharmacopoeia and relevant industry standards to test their product [7]. Group 2: Product Versions and Consumer Impact - The blogger pointed out discrepancies between the product versions sent for testing, indicating that Juzhi Biotechnology submitted a 2.0 version while the blogger tested a 1.0 version, which has since been reportedly "shelved" [8][9]. - Consumers have reported that the 1.0 version of the product is no longer available on major e-commerce platforms, while the 2.0 version remains for sale [10]. Group 3: Regulatory Attention - The incident has attracted regulatory scrutiny, with local market supervision authorities acknowledging the situation and beginning investigations [10]. - The ongoing controversy has led to a notable decline in the company's stock price, with reports of a 10% drop following the allegations [10].
巨子生物“成分争议”最新进展:争议产品1.0多平台下架,省、市监管部门官方回应
Core Viewpoint - The controversy surrounding the authenticity of collagen content in a product by Juzhi Biotechnology has sparked significant discussion, particularly regarding the testing methods used to measure collagen levels [1][2]. Group 1: Testing Methods and Controversy - The testing method used by Juzhi Biotechnology, known as the Biuret method, has been questioned for its reliability in complex cosmetic formulations, as it may yield inflated results due to interference from other ingredients [5][7]. - A blogger has raised concerns that the Biuret method cannot accurately distinguish between collagen and other peptide components, such as sodium polyglutamate, which could lead to misleading results [5][6]. - The blogger also highlighted discrepancies between the product versions sent for testing by Juzhi Biotechnology and their own submissions, indicating potential inconsistencies in the testing process [6]. Group 2: Regulatory Attention and Market Impact - The controversy has attracted regulatory scrutiny, with local market supervision authorities acknowledging the issue and beginning investigations [9][10]. - Following the controversy, the 1.0 version of the product has reportedly been removed from major e-commerce platforms, while the 2.0 version remains available for sale [10].
自称“香港大学化学博士”的博主质疑巨子生物产品造假!公司深夜发长文回应:不实!将依法追究造谣者法律责任
Mei Ri Jing Ji Xin Wen· 2025-05-24 17:06
Core Viewpoint - The company, Giant Biological, has issued a strong statement denying allegations of product fraud related to its brand, Kefu Mei, specifically regarding the collagen content in its products. The company asserts that all products comply with regulatory standards and have undergone rigorous testing to ensure quality and safety [4][8]. Group 1: Company Response - Giant Biological firmly rejects accusations of serious fraud and insists that all product formulations are accurately labeled and compliant with relevant regulations [4][6]. - The company conducted multiple tests on its products, confirming that the collagen content exceeds 0.1%, contradicting claims of a mere 0.0177% [5][6]. - A detailed report of the testing results shows collagen content in various batches of the product, with values ranging from 0.27% to 0.28% [5]. Group 2: Allegations and Background - The controversy began when a social media account, "Big Mouth Doctor Yan Research Institute," published an article questioning the authenticity of Giant Biological's collagen products, claiming they lacked essential amino acids [9][10]. - The article's author, who claims to be a PhD from the University of Hong Kong, used high-precision HPLC methods to assert that the collagen content was significantly lower than advertised [10][14]. - The allegations have sparked widespread industry attention and concern regarding the integrity of the collagen market [9][10]. Group 3: Financial Performance - Giant Biological reported a revenue of 5.539 billion yuan for 2024, marking a year-on-year increase of 57.17%, with a net profit of 2.062 billion yuan, up 42.06% [25]. - The company's revenue is primarily driven by its professional skincare and health food segments, with its two main brands, Kefu Mei and Keli Jin, generating over 50 billion yuan, accounting for 97.2% of total revenue [25]. Group 4: Market Impact - Following the allegations, Giant Biological's stock price fell by 5.72%, with a market capitalization of 821.38 billion HKD as of May 23 [26].