Group 1: Beauty Industry Trends - The beauty industry is experiencing explosive growth in the sub-category of "next-generation serums," with brands focusing on ingredient innovation and efficacy differentiation to stand out during promotional events like the 618 sales [3] - Brands such as Proya, Kefu Mei, Oushiman, and Natural Hall are increasing their investment in next-generation serum products, pushing skincare towards active preservation, precise dosing, and high-efficiency repair [3] - Data indicates that over 20 next-generation serum products were launched in Li Jiaqi's live stream, showcasing the industry's commitment to this segment, with Kefu Mei's collagen stick achieving over 100,000 sales on the first day of the 618 promotion [3] Group 2: Sensitive Skin Market Expansion - Brands are expanding their product lines to cater to sensitive skin, with established brands like Avene, La Roche-Posay, and new entrants like Mibeier and Bishi Yan introducing "sensitive skin+" products [4] - The brand Mistine has launched a "sensitive skin+ sunscreen" targeting sensitive skin, emphasizing freshness preservation and convenient packaging during the 618 promotional period [4] - The future of the sensitive skin market is expected to feature a coexistence of specialized brands focusing on medical aesthetics and extreme sensitivity, alongside crossover brands entering the market with "sensitive skin+" products [4]

Core Insights - The competition in the sunscreen cosmetics market is intensifying, with numerous domestic and international brands launching new products, including Miss Tina, Plant Doctor, Anessa, and Huaxizi [2] - Consumer demand is driving the growth of sunscreen beauty products, with 38.82% of consumers using them daily, an increase of 12.71 percentage points since 2020 [2] - Despite the increase in product launches, market growth is slowing, with the market size expected to decrease from 31.37 billion yuan in 2022 to 29.78 billion yuan in 2024, although recovery is anticipated in the coming years [2] Market Trends - Brands are focusing on niche segments, with sunscreen foundation becoming a popular category, showing a sales increase of 517.7% year-on-year in 2024 [2] - Outdoor sunscreen products are also gaining traction, with brands like Anessa and Diqiao launching new offerings tailored for outdoor use [2] - Product development emphasizes efficacy and ingredient upgrades, with innovations such as Lin Qingxuan's "net film sunscreen technology" and Miss Tina's "royal light filter" [2] Brand Dynamics - Foreign brands like Miss Tina and Anessa currently dominate the market, but domestic brands are gaining traction through competitive pricing, with products from brands like Meikang Fendai and Liusi Mu performing well on platforms like Douyin [3] - The transaction volume for mid-to-high-end products priced between 200 yuan and 500 yuan has surpassed that of products priced between 50 yuan and 100 yuan on the "Tao Tian" platform [3] - As summer approaches, competition in the sunscreen cosmetics sector is expected to intensify further [3]