Core Viewpoint - The Chinese beauty and cosmetics industry has transitioned from "incremental competition" to "stock game," shifting from channel-driven to brand-driven strategies, with significant advancements in raw material innovation, efficacy verification, and technology transformation [3]. Group 1: Market Overview - The market size of China's cosmetics industry has exceeded 1 trillion yuan for two consecutive years since 2023, making it the largest cosmetics consumption market globally [3]. - In 2024, the total transaction volume of China's cosmetics market is projected to reach 1,073.82 billion yuan, reflecting a year-on-year growth of 2.8% [6]. Group 2: Industry Challenges - The core driving force of the cosmetics market is the raw materials, with domestic companies primarily focused on mid-to-low-end markets due to insufficient R&D investment and outdated production processes [6][9]. - High-end raw materials are still heavily reliant on imports, highlighting the need for domestic companies to enhance their R&D capabilities [6]. Group 3: Technological Advancements - Many domestic beauty companies are investing in R&D to develop new raw materials, with examples including the establishment of an intelligent bio-fermentation raw material factory by the natural brand Chando [8]. - Companies like Huaxi Biological have achieved breakthroughs in synthetic biology technology, allowing for precise control over hyaluronic acid molecular weight [9]. Group 4: Government Support - The Chinese government is encouraging innovation in upstream raw material development, implementing policies such as "immediate reporting and review" for new cosmetic raw materials [10]. - In September, Shanghai introduced measures to promote high-quality development in the cosmetics industry, offering substantial subsidies for new raw material development [10]. Group 5: Collaboration and Innovation - The industry is focusing on systematic and foundational innovation, with companies like Yunnan Betaini emphasizing the integration of medical research and technological innovation to build strong brand barriers [12]. - Collaborative projects, such as the establishment of a joint laboratory for artemisinin and traditional Chinese medicinal plants by Shanghai Jahwa and the Chinese Academy of Medical Sciences, aim to enhance the application of artemisinin in skincare [17].

/生物制造产业社群/ 让上下游聚在一起, 未来食农、绿色化工、大健康、美妆个护 等产业同行❤️↓ 美丽健康 | 自然堂、极地酵母喜默因® 原料是化妆品行业的"美丽之芯"，是产品竞争力的根本。 【SynBioCon】 获 悉， 8月27日， 自然堂集团 举办 自然堂第三极生物发酵原料工厂 （以下简称"自然堂发酵工厂"）启用仪式，这座全面应用 第五 代智能生物发酵技术 的"硬核"工厂 正式宣告投产，标志着自然堂在自主研发核心功效原料的征程上迈出关键一步。 年产1000吨，第五代发酵科技超级工厂投产 据悉，区别于前四代技术，自然堂的第五代发酵技术，融合了 微生物学、合成生物学、数据科学与AI，推动菌种构造、验证及工业化效率升级 ，尤其 在研发端和生产端深度融合人工智能、计算信息学与生物信息学等交叉学科，通过 高通量实验筛选最优菌株与工艺组合 ，不仅将原料品质的稳定性与 纯度提升至新高度，更实现了功效成分的精准富集。 工厂拥有两条平行生产线， 单批次即可实现20吨的高效产能，年产能达到1000吨 。相比传统代加工的3-5吨/批，该技术支撑下的发酵原料批产量跃 升至 10-15吨/批 ，实现了约 5倍 的大幅提升。 并 ...

Core Viewpoint - The establishment of the new fermentation factory by the company is not only a business strategy but also a mission to provide high-quality products for global consumers' beauty and health needs [3][9]. Group 1: Factory Significance - The new fermentation factory enhances the company's ability to control the supply of core ingredients, ensuring a stable and independent supply chain [4][9]. - The factory's production capacity has increased by approximately five times, reaching an annual total capacity of 1,000 tons, which supports large-scale commercialization of fermentation ingredients [9][11]. Group 2: Technological Advancements - The factory employs fifth-generation intelligent fermentation technology, which integrates microbiology, synthetic biology, data science, and AI to optimize fermentation processes [15][13]. - This technology allows for precise control of fermentation conditions and real-time data analysis, significantly improving production efficiency and product quality [15][19]. Group 3: Research and Development - The company has invested 16 years in developing its own raw materials, focusing on the unique microbial resources found in the Himalayas, which are believed to have superior survival traits and beneficial properties for skincare [21][22]. - The research team has identified over 601 effective molecular components in the polar yeast ingredient, with significant benefits for skin rejuvenation and hydration [23][24]. Group 4: Market Positioning - The company aims to reduce reliance on imported raw materials, which currently account for over 70% of the industry, by developing its own core functional ingredients [33][34]. - The establishment of the fermentation factory positions the company as a leader in sustainable and innovative beauty solutions, contributing to the global beauty market [34][30].