"Vol.19 2026.01.17-01.23" 要点速览： 美妆零售年增5.1% 珀莱雅将切入OTC渠道 Indu退出彩妆赛道 丝芙兰与Olive Young合作？ 华伦天奴退出韩国市场 Patrick Ta入驻丝芙兰中东 Douglas Q1营收承压？ 儿童霜惊现禁药成分 美宝莲被抵制？ 戴可思回应违规？ 首支颞部童颜针上市 闻献新品牌首店开业 联合利华看好印度美妆？ 中免27亿收购DFS业务 百年奢侈品巨头破产？ 欧舒丹拟美股上市 化妆品检测又出新标准了？ 山东化妆品电子标签试点 热点资讯 美妆零售年增5.1% 1月19日，国家统计局发布2025年社会消费品零售数据，全年社会消费品零售总额501202亿元，同比增 长3.7%；12月单月零售额45136亿元，同比增长0.9%。 化妆品品类增速显著跑赢整体消费大盘，全年零售总额达4653亿元，同比增长5.1%，彰显行业发展韧 性。12月化妆品零售额380亿元，同比增长8.8%，成为拉动全年增长的重要推手。产生这一现象的原因 主要是年末消费旺季带动节日美妆消费需求集中释放，叠加线上线下各渠道促销活动密集开展，共同推 动化妆品零售单月增速大幅攀升。 美宝莲被 ...

Group 1 - The core viewpoint of the news is that Betaini has made significant progress in the upstream medical beauty industry chain with the approval of a new product, marking a breakthrough in the field [1] - The product, an injectable poly-L-lactic acid filler, is the first globally approved for use in the temporal region, and it is also the first approval in China for this specific application [1] - The product utilizes proprietary MEDBIOMA poly-L-lactic acid material and EvolaONE microsphere technology developed by Chengdu Yizhen, a subsidiary of Yizheng (Suzhou) Biotechnology Co., Ltd., in which Betaini holds a 15.73% stake [1] Group 2 - Analysts indicate that the approval of the core product of the invested enterprise signifies an important step for Betaini in building a skin health ecosystem through strategic investments and collaborations in the upstream biomaterials sector [2] - By strategically entering the upstream biomaterials field, Betaini is constructing a more layered and technically deep value chain for its long-term development in the skin health sector [2]

Core Insights - Betaini Group has made significant progress in the upstream medical beauty industry chain with the approval of a new product by its strategic investment, Yizheng (Suzhou) Biotechnology Co., Ltd, which holds 15.73% of its shares [1][4] - The approved product, an injectable poly-L-lactic acid filler, is the first of its kind globally to be approved for use in the temporal region, marking a milestone for the company and the industry in China [1][4] Group 1 - The product received a Class III medical device registration certificate from the National Medical Products Administration (NMPA), indicating its compliance with regulatory standards [1] - The filler utilizes proprietary MEDBIOMA® poly-L-lactic acid material and EvolaONE® microsphere technology developed by the company's core team [1][4] Group 2 - Chengdu Yizhen, founded by a team of scientists led by Dr. Zhang Xiaojin, focuses on the clinical transformation of absorbable biomaterials and has previously launched other Class III medical devices [4] - The approval of this core product signifies a strategic move by Betaini to enhance its value chain in skin health through investment and collaboration in the upstream biomaterials sector [4]