Core Insights - The beauty and medical aesthetics sectors are increasingly merging, with significant interest from both international giants and local startups, indicating a strong growth trend in this area [1][5][31] - L'Oréal is a leading player in this trend, having made substantial investments and strategic moves to integrate beauty and medical aesthetics [2][10][17] Group 1: Industry Trends - Since 2024, there has been an unusual enthusiasm among beauty companies to enter the medical aesthetics business, with both high-end and budget brands participating [1] - The merger of beauty and medical aesthetics is not a new concept, but it is gaining momentum, with companies like L'Oréal leading the charge [1][5] - The retail sales of cosmetics in China fell by 1.1% in 2024, while the total retail sales of consumer goods grew by 3.5%, highlighting the need for beauty brands to innovate and find new growth avenues [5] Group 2: Company Developments - In 2023, L'Oréal rebranded its active health cosmetics division to the skin science beauty division and launched its core brand, SkinCeuticals, in 2024 [2] - Estee Lauder's Clinique launched a series of medical device products, while Shiseido is set to introduce its first medical beauty brand in China [3] - Domestic brands like Shiseido and Up Beauty are also making strides in the medical aesthetics space, with new product launches and business developments [4] Group 3: Strategic Initiatives - L'Oréal's beauty tech transformation strategy, initiated in 2018, focuses on integrating technology into beauty and medical aesthetics, with significant investments in digital R&D [6][8] - The company has established a comprehensive network for integrating beauty and medical aesthetics, including investments in high-end medical beauty chains and partnerships with biotech firms [17][18] - L'Oréal's SkinCeuticals brand has seen a 9.8% year-on-year growth, reaching €7.03 billion in revenue, making it the fastest-growing segment of the group [10] Group 4: Market Dynamics - The merging of beauty and medical aesthetics allows brands to create a closed-loop product offering, enhancing customer loyalty and repeat purchases [22] - The shift towards medical aesthetics is seen as a necessary strategy to avoid intense competition in traditional beauty markets [19][20] - However, the differing operational models and regulatory requirements between beauty and medical aesthetics present new challenges for companies [24][30]

医美赛道会是资生堂的解药吗？4月1日，北京商报记者获悉，资生堂推出了首个医疗美容品牌 RQPYOLOGY律曜，这意味着资生堂正式通过自有品牌进入医美赛道。当业绩连续多年出现下滑，曾 经风光无比的日妆巨头资生堂也不得不寻找更多新的机会，而市场规模不断扩大的医美赛道被寄予希 望。然而，医美这条赛道已经有了众多玩家，其中就包括资生堂老对手欧莱雅、雅诗兰黛等国际美妆巨 头，如此，资生堂又能有多少机会？ 已备案两款产品 目前市面上关于资生堂旗下律曜品牌的信息并不多，根据为数不多的公开信息，律曜定位高端医美，品 牌理念是将皮肤护理与医学美学相融合，旨在满足那些对专业美容效果有追求，同时渴望享受高端体验 的消费者。据了解，该品牌即将在中国市场上市。 北京商报记者从国家药监局的备案信息官网了解到，目前律曜已经成功备案了两款产品，分别为律曜智 熠焕光透白精华乳、律曜智驭防晒乳。另根据媒体公开报道，资生堂就新品牌将与国内多地的医疗诊所 及医院展开合作，通过医研共创推动产品的持续迭代。目前律曜已经注册了官方公众号，注册时间为 2024年9月11日，认证主体为资生堂(中国)投资有限公司，该品牌在服务号简介为"高端术研，科技美 肤" ...