洗发水、沐浴露属于化妆品范畴，分装会带来诸多安全隐患。 《化妆品监督管理条例》明确 提出，化妆品经营者不得自行配制化妆品。但类似违法违规行为并不鲜见，近段时间以来， 贵州省贵阳市、浙江省杭州市等多地也通报相关处罚案例。 新闻报道截图 记者丨 闫硕 李佳英 编辑丨张伟贤 江佩佩 你用过酒店自行分装的洗发水、沐浴露吗？酒店分装产品虽然方便，但这一行为涉嫌违法。 近日，安徽省蚌埠市蚌山区市场监管局发布两起行政处罚案件结果，再次将酒店分装洗发水、 沐浴露这一违法行为推向公众视野。 根据公告，涉事的两家酒店均向消费者提供除商品名外， 无任何其他标识及生产日期和保质 期的洗发水、沐浴露。 经查，涉事酒店为节约经营成本， 都先买来大桶洗发水、沐浴露，再 分别灌入分装瓶内提供给客人使用 。 电商平台截图 " 许多酒店经营者对化妆品相关法律法规不了解，未意识到分装行为违法，或不清楚其严重 性。 他们单纯认为这是节约成本、方便顾客的举措，而忽视了法律风险 。"北京中医药大学卫 生健康法治研究与创新转化中心主任邓勇向21世纪经济报道记者表示。 其实不止于酒店分装洗发水，违法配制化妆品也存在于其他细分行业。日前，浙江省苍南县市 场监 ...

【#杜华赵燕创始的护肤品牌已关网店#】#乐华与华熙生物宣告分手# 7月18日，华熙生物发布官方公 告，称乐华娱乐旗下的天津壹华管理咨询有限责任公司（以下简称"天津壹华"）退出旗下少年儿童护肤 品牌润熙禾的股东名单，相关股权转让事宜已于2025年7月10日完成。公告表示，润熙禾品牌创立的初 衷，是华熙生物董事长赵燕和乐华娱乐董事长杜华出于对她们各自女儿的护肤需求洞察，希望结合双方 公司分别在护肤活性原料及文化娱乐产业的优势，合作打造一个针对少年儿童的护肤品牌。但在复盘品 牌的合作模式后，发现"润熙禾过去的运营并没有体现华熙生物和乐华娱乐两位创始人的初衷，原有的 合作模式无法真正发挥出两个行业头部公司应有的合力"。不过，华熙生物方面强调，未来还是会更深 入地探索中国文化娱乐产业与中国生物科技公司合作的经典模式。乐华娱乐在微博转发了华熙生物的声 明，并表示未来乐华娱乐将更聚焦于主营业务的发展及IP事业的拓展，在友好协商过后，他们与华熙生 物达成共识。目前，在华熙生物的官网上依然能看到"润熙禾"位于其护肤品牌的矩阵之中，对品牌的宣 传为"华熙生物唯一儿童品牌"，罗列出的产品包括洁面、保湿霜、沐浴露、润唇膏和护手霜。润 ...

Core Viewpoint - Lehua Entertainment has quietly exited its partnership with Huaxi Biological, with the latter announcing the withdrawal of Tianjin Yihua Management Consulting Co., Ltd. from the shareholder list of the children's skincare brand Runxihe, effective July 10, 2025. The collaboration was initially based on the founders' insights into their daughters' skincare needs, but the operational model did not meet expectations, prompting the decision to part ways [1][13]. Company Summary - Huaxi Biological's announcement highlighted that the original intention behind the Runxihe brand was to leverage the strengths of both companies in skincare active ingredients and cultural entertainment to create a children's skincare brand. However, the operational model failed to reflect the founders' original vision, leading to the decision to adjust the partnership [1][13]. - Lehua Entertainment confirmed its focus on core business development and IP expansion following the amicable agreement with Huaxi Biological. The company previously held a 50% stake in Runxihe [4][13]. - The Runxihe brand, launched in 2019, was part of a joint venture established in 2023, coinciding with Lehua Entertainment's IPO in Hong Kong. The brand aimed to tap into the beauty market, which was seen as a potential growth area for Lehua [16][17]. Industry Summary - The children's skincare segment has emerged as a lucrative area for domestic beauty brands, with several companies entering the market, including Betaini with "Winona Baby" and Shanghai Jahwa with "Qichu." The market has seen rapid growth, with brands like "Turtle Dad" and "Kangaroo Mom" gaining significant traction [18]. - Despite the initial promise, Runxihe's performance has not met expectations, as indicated by Huaxi Biological's recent quarterly reports, which did not mention the brand's performance or product lines. The company has been undergoing significant organizational changes since late 2022, which may have influenced the decision to exit the partnership [17][18].

Core Viewpoint - The article highlights the legal risks and consumer hazards associated with cosmetic advertising claims that lack scientific backing, emphasizing the importance of compliance with regulations regarding efficacy claims [1][2][3]. Regulatory Compliance - According to the "Cosmetic Efficacy Claim Evaluation Specification," claims such as anti-wrinkle, oil control, soothing, and nourishing must be supported by scientific evidence, including literature, research data, or efficacy evaluation test results [4]. - A company in Hangzhou was penalized for advertising a product with claims of "nourishing" and "soothing" without providing the necessary evidence to support these claims, violating the "Advertising Law of the People's Republic of China" [2][3]. Case Study - The company sold a "Camellia Flower Fragrance Shower Gel" on Douyin and Kuaishou, claiming it had various skin benefits, but failed to provide evidence for these claims, leading to an investigation and subsequent penalties [2][3]. - The regulatory authority determined that the product's registered efficacy claims did not include "nourishing" or "soothing," and the company could not provide evidence from efficacy evaluation tests to support its advertising claims [3]. Penalties and Enforcement - The company was fined over 1,000 yuan, which is four times the advertising costs, due to its violation of advertising laws [3]. - The article emphasizes the need for cosmetic businesses to adhere strictly to relevant laws and regulations to avoid penalties and ensure consumer protection [5].

Core Viewpoint - Shanghai Jahwa is undergoing significant reforms under the leadership of Chairman Lin Xiaohai, who has been in position for one year, aiming to address historical challenges and improve operational efficiency while facing increased competition in the domestic beauty market [2][3][10]. Company Summary - Shanghai Jahwa reported its first annual loss since going public, including over 600 million yuan in goodwill impairment losses, which Lin Xiaohai described as shedding a "burden" [2]. - The company has identified several historical issues, including low employee efficiency, weak online channels, and an overly extensive offline presence [3]. - Lin Xiaohai has implemented a focused strategy, concentrating resources on core brands like Liushen and Yuze, while reducing support for smaller brands [5]. - The company has seen double-digit growth in online channels during the "618" shopping festival, with offline inventory turnover days reduced from over 300 to approximately 90 [3][5]. - Shanghai Jahwa's offline revenue still accounts for over 50% of total revenue, significantly higher than competitors, but the company plans to streamline its offline operations by focusing on core products and reducing long-tail offerings [6]. Industry Summary - The domestic beauty market is experiencing a surge in new entrants, with many local brands going public, increasing competitive pressure on established players like Shanghai Jahwa [10]. - Lin Xiaohai emphasized the need for product innovation over raw material innovation, indicating a shift in focus towards developing new products that meet market demands [10]. - The baby and child product segment is identified as a rapidly growing market, with a shift towards online sales channels for these products [11].

Group 1: Cooling Economy Trends - The "cooling economy" is gaining traction with innovative products and services driven by rising temperatures, aligning with policies aimed at boosting consumption [1][2] - Major brands like Midea, Xiaomi, and Haier saw over 200% increase in air conditioner sales during the "618" shopping festival, indicating strong consumer demand for cooling products [1] - Instant retail services are enhancing the delivery speed of cooling products, with Meituan offering 30-minute delivery for essential items [1] Group 2: Beverage Market Innovations - There is a growing demand for refreshing beverages, with new product launches from tea brands and the rise of homemade drinks [2] - Companies like Shanghai Jahwa and New Hope Liuhe are leveraging brand collaborations and product innovations to capture opportunities in the cooling economy [2] Group 3: Experience and Tourism Innovations - Tourist attractions are innovating experiences to cater to summer visitors, such as the "20-degree Ice Whale Watching Tour" at Shanghai Haichang Ocean Park, which has seen a fourfold increase in visitor numbers [2][3] - The trend of summer tourism is shifting towards experiential offerings, with a focus on integrating local culture and lifestyle into the tourism experience [3] Group 4: Policy Support for Consumption - Local governments are promoting summer consumption through initiatives like the "Colorful Summer" tourism season in Hubei, which includes various cooling experiences [3][4] - Night economy initiatives are being launched in cities like Shanghai and Shenzhen to stimulate consumption, featuring diverse nighttime activities [4][5] Group 5: Future Consumption Trends - The integration of sports and tourism is expected to drive summer consumption, with recommendations for developing diverse sports tourism products [5] - Analysts predict that new consumption avenues related to ready-to-drink beverages and sports events will continue to receive policy support, enhancing local economic growth [5]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The baby and children's products market is experiencing significant growth potential due to improved fertility policies and increasing online consumption trends, with a focus on quality and refined needs [14][19] - The Douyin platform shows a substantial increase in sales and engagement for baby products, indicating a strong market entry opportunity for brands [19][21] - The market is characterized by a shift towards live streaming as a primary sales channel, with a notable increase in the effectiveness of product cards and influencer promotions [25][29] Summary by Sections Market Overview - The online retail transaction scale for maternal and infant products in China has shown a consistent upward trend, maintaining a double-digit growth rate despite a slight slowdown in recent years [14][15] - The market is transitioning from scale expansion to a focus on meeting refined and quality demands [14] Consumer Demographics - The primary consumer group for baby products consists of women aged 31-40, with a notable increase in male participation in purchasing decisions [35] - Three-tier cities show strong purchasing power, accounting for 23.4% of the consumer base [35] Sales Performance - From January to May 2025, sales heat and transaction heat for baby products on Douyin increased by 51.8% and 49.1% respectively, indicating a growing willingness among parents to purchase baby products online [19][21] - The sales channels are dominated by live streaming, which accounts for over half of the sales, with a significant year-on-year increase in the effectiveness of product cards [25][29] Product Category Insights - The baby diaper segment shows stable sales, with disposable diapers making up nearly half of the sales, while pull-up pants are also experiencing significant growth [42][44] - The baby bathing market is led by baby shampoo, which saw a sales heat increase of 108.9% and a sales volume increase of 100.8% [61][62] - The baby skincare market is growing rapidly, with children's lotions and creams leading in sales, while children's essence water has seen a remarkable increase of 177.3% [86][87] Brand Dynamics - The market is characterized by high brand concentration, with the top five brands in the baby bathing segment holding a concentration of 72.12% [67] - The competitive landscape is evolving, with brands focusing on product differentiation through innovative ingredients and targeted marketing strategies [47][56]

Core Insights - The report indicates that Kuaishou's e-commerce sales experienced a month-on-month increase of 1.49% in May 2025, driven by holiday marketing and the 618 pre-sale event, with promotional heat rising by 16.02% [12][10][1] - Various product categories saw significant growth, particularly in gold, seasonal fruits, and home appliances, with notable increases in sales for durians (136.1%), ice cream (152.9%), and major appliances like air conditioners and washing machines exceeding 30% growth [1][12][29] Group 1: Marketing Activities - Kuaishou's 618 pre-sale period began on May 19, with a strong start leading to a 282% year-on-year increase in GMV for general merchandise [2][10] - Themed marketing campaigns such as "Pearl Love Season" and "Crayfish Carnival Week" significantly boosted sales, with over 10 million crayfish sold [2][10] - Anticipated promotions for June are expected to further enhance consumer spending, focusing on snacks, men's clothing, and digital appliances [2][10] Group 2: Sales Trends - May's sales trends were characterized by explosive growth due to holiday marketing and the upcoming 618 shopping festival, with a notable increase in sales across multiple categories [12][10] - The report highlights that the sales heat for gold and jewelry surged, driven by festive promotions, while seasonal products like durians and zongzi also saw significant sales increases [1][12][21][27] Group 3: Product Insights - In the home appliance sector, air conditioners and washing machines led the growth, with Haier and other brands capturing significant market shares [29][30] - The men's personal care segment showed remarkable growth, with sales of men's shower gel and shampoo increasing by over 80% month-on-month [34][35] - Seasonal products such as ice silk cool mats and mosquito nets gained traction, with promotional heat for these items rising by 119.7% [36][30]

Investment Rating - The report provides a positive investment rating for the beauty and personal care industry, highlighting significant growth potential in various segments [1]. Core Insights - The beauty and personal care industry is experiencing a surge in user engagement, particularly in makeup and fragrance categories, driven by trends such as emotional healing and cultural collaborations [3][8]. - The report emphasizes the importance of understanding consumer trends, such as the rise of mini makeup products and the integration of fragrance into personal care routines, which are reshaping market dynamics [10][90]. User Trends - Trend 01: The rise of "mini makeup" products, with searches for mini makeup increasing by 145% year-on-year, indicating a shift towards portable beauty solutions [15][17]. - Trend 02: The "island makeup" trend reflects a desire for quick, effective beauty solutions that cater to the vacation mindset, with related searches up by 350% [38][44]. - Trend 03: The "no foundation makeup" trend is gaining traction, with a 262% increase in searches, as consumers seek lightweight, breathable products for warmer months [76][78]. Fragrance Trends - Trend 01: The focus on "energy fragrances" is growing, with a 165% increase in related searches, as consumers seek scents that resonate with their emotional states [92][94]. - Trend 02: The "memory fragrance" trend utilizes scents to evoke memories, with significant engagement on platforms like Xiaohongshu, indicating a strong consumer interest in personalized fragrance experiences [100][102]. - Trend 03: The trend of "DIY fragrances" is emerging, with a 52% increase in searches for DIY scent combinations, reflecting a growing consumer interest in personalized fragrance solutions [180][182]. Category Trends - The report identifies a significant expansion in the women's hygiene products sector, with trends such as "therapeutic sleepwear" and "private care" gaining traction due to increased consumer awareness and demand [188][194]. - The "absorbent pads" trend highlights a growing need for incontinence products, with a staggering 813% increase in related searches, indicating a previously underserved market [217][223]. - The "facial cleansing wipes" trend is also on the rise, with a focus on convenience and user experience, particularly for travel and outdoor activities, as evidenced by a 134% increase in related discussions [238][250].

Core Viewpoint - The liquid soap category is emerging as a significant growth segment in the personal care market, driven by consumer demand for convenience, health, and quality, amidst a generally declining market for traditional personal cleaning products [1][2]. Market Dynamics - Liquid soap occupies a unique position between traditional solid soap and shower gel, offering convenience through pump or squeeze bottle designs, and combining cleaning power with gentleness [2]. - The overall personal cleaning market in China is experiencing a downward trend, with liquid soap sales growing by 55% year-on-year, making it the fastest-growing subcategory in personal care [2]. Growth Opportunities - Two strategic opportunities are identified for liquid soap: 1. Replacement of traditional soap by consumers, creating a space for market share growth 2. Expansion into new consumer segments seeking multifunctional products [5]. - The penetration rate of liquid soap is increasing, with a 45% year-on-year growth in households purchasing liquid soap in 2024 [5]. Health and Consumer Trends - Health is a top priority for Chinese consumers, with 62% actively seeking to improve their health, leading to a shift from implicit anxiety to explicit investment in health products [6]. - Liquid soap, often made with amino acid surfactants or plant extracts, aligns with health-conscious consumer preferences, particularly for sensitive skin [6]. - The average price of liquid soap is 0.058 yuan per gram, reflecting an 18% premium over traditional soap, indicating consumer willingness to pay for quality and health benefits [6]. Environmental Considerations - The push for low-carbon packaging and recyclable designs aligns with both EU regulations and China's dual carbon goals, enhancing the appeal of liquid soap among environmentally conscious consumers [6]. Channel Dynamics - The market is shifting towards a "dual-driven, structural reshaping" model, with online channels becoming the primary purchasing method for liquid soap, showing a 47% year-on-year growth in online sales [7]. - Interest e-commerce platforms like Douyin lead in consumer preference, while offline small-format retail channels are also experiencing significant growth, with a 122% increase in liquid soap sales [8]. Consumer Segmentation - High-income households are becoming the core consumer group for liquid soap, contributing over 40% of market share, with young families and older households showing strong purchasing tendencies [9]. - Young families prioritize health benefits, while older consumers appreciate the convenience of pump designs [9]. Competitive Landscape - The competitive landscape is evolving with three key trends: 1. Technological breakthroughs, such as the use of encapsulation technology for effective antibacterial properties [10]. 2. Scenario-based product offerings, providing multifunctional uses [10]. 3. Value symbolism through cultural collaborations and customization for high-net-worth individuals [10]. - Despite the growth, 70% of products still focus on basic antibacterial functions, highlighting the need for differentiation through innovation and emotional resonance [10]. Future Outlook - Traditional soap will continue to dominate in price-sensitive markets, but the trend towards premium, functional, and eco-friendly liquid soap is irreversible [11]. - The application boundaries for liquid soap are expected to expand beyond traditional uses, driving further market penetration and growth [11].