大家有没有发现最近几年我们的国货在开挂的路上，越走越远！ 高颜值+高性价比+超好用， 怪不得我一看消费记录，接近一半的都是国货单品。 相比于之前"质量堪忧，包装廉价"的刻板印象，短短几年，国货市场已经迅速崛起，一个个品牌 如雨后春笋般冒出来，让人应接不暇。 一些新锐国货：片仔癀 、儒意、马应龙 等，也一直在用专业实力征服国人。 国货崛起，让 中国制造 这四个大字也有了更特别的意义。 洞见（DJ00123987）——不一样的观点，不一样的故事，3000万人订阅的 微信大号。点击标题下蓝字"洞见"关注，我们将为您提供有价值、有意思的 延伸阅读。 预约直播，专业儿童学习桌椅专场 保护脊椎丨激发内驱力 在线客服、查询 订单物流 、售后处理 关注 "洞见好物馆" 不迷路 ▽ 01 儒意何首乌洗发水 黑发、去屑、控油 一根白发，显老10岁！ 今天就趁这个机会， 再 给大家盘点几款真正实力强、性价比高的国货之光， 让你花最少的钱， 也能买到最好的东西： 这些是我们经过长时间的 试用、测评 ， 社群读者好评 反馈后，选出的 使用体验好 、 价格 良心 、 效果出众 的"优质国货"。 请大家耐心的看完本文，您的认可是对"国货崛 ...

随着中国对外开放的程度不断拓展，全球各大企业纷纷看中了这片热土所蕴含的无限商机。众多享誉国际的跨国公司正逐渐从单纯的市场开拓者转 变为与中国携手共进的合作伙伴，在推动科技创新、促进产业升级、加强生态建设等多个领域展现出强大的协同效应。作为汉高核心业务部门，汉 高消费品牌业务部深度洞察中国市场并精准布局，以科技创新为引领，在美发、洗涤剂及家用护理领域取得了非凡业绩。 自进入中国以来，汉高消费品牌业务部不断深化在华业务布局，特别是在美发与个人护理领域，其消费品牌业务在中国经历了从"初步引入"到"深度本土 化"的飞跃发展。 "我们不是在等待市场机会，而是在主动参与市场布局。"汉高消费品牌业务部大中华区副总裁钟经伟在接受新华网专访时表示，"对中国市场的信 心，体现在我们每一步战略决策中。"汉高消费品牌业务部的精彩故事，正是中国不断扩大开放、与世界共享发展机遇的生动缩影。 连续战略布局 深化本土化发展布局 2025年，其战略版图进一步延伸至本土制造领域。通过收购苏州博克生物科技股份有限公司，增强了自身的本土制造实力。这不仅提升了其供应链的灵活 性和响应速度，更体现了其扎根中国市场的决心，能够更精准地契合中国消费者的需求 ...

重回"油腻"舒适区的@田一名爱唱歌，杀进了抽象广告届。 继今年3月底和甲亢哥合拍"热爱105°的你"后，田一名以"上古真神"之姿再次走入大众视野——2021年由徐勤根掀起的"高质量男性"模仿狂潮中，田一名 是最出圈的一个，直到今日，他的评论区还在被"没用的，我晒干了沉默"占领。 但与先前"不圈钱，不带货，纯靠油腻折磨观众"的人设不同，回归后的田一名在"接广"和折磨观众之间，选择了"接广折磨观众"，开始狂接品牌定制广 告。 图源：@田一名 抖音账号 据卡思不完全统计，5~6月间，田一名合作了卡夫洗发水、瓜子二手车、麻辣王子、和平精英、会稽山气泡黄酒、臻浓牛奶等将近二十个品牌，商单十分 密集。而不仅是田一名，遍观如今的品牌广告，很大一部分都带着"抽象""整活"的标签。 品牌营销，怎么纷纷吻上了"抽象"？ 田一名，杀进抽象广告届 我们先来回顾下田一名的走红历程。2021年，屈臣氏主题曲"热爱105°的你"席卷全网，在众多模仿、二创中，田一名以"干柿鬼鲛"的造型脱颖而出，油腻 的唱法、造作的表情，让他被用户冠以"比大庆油田还油"的称号。彼时，抖音还推出了专门的挑战话题"大庆油田比油"，鼓励用户进行合拍。 借此出圈后， ...

过去一周，全球商业世界依然热闹非凡——奢侈品巨头们一边忙着跨界创新，一边应对家族内斗；老牌 零售巨头在电商冲击下艰难转型；运动品牌在中国市场失速后急于找回节奏；而中国潮玩品牌则加速出 海，寻找新的增长点。 点评：毕竟连车都是奢侈品，野餐篮当然也不能普通。 3，联合利华"押注"天然个护赛道 联合利华近日宣布收购美国天然个护品牌Dr.Squatch，交易金额未公开，但据业内估计约为10亿美元。 Dr.Squatch主打天然成分的男士个护产品，如肥皂、洗发水和剃须用品，年销售额约4亿美元，主要通过 电商和DTC（直接面向消费者）模式销售。联合利华表示，此次收购是其"加速增长"战略的一部分，旨 在扩大在高端天然个护市场的份额。近年来，联合利华一直在通过收购和投资布局健康与美容领域，包 括AHC、Living Proof等品牌。Dr.Squatch的加入将进一步增强其在男性个护市场的竞争力。 从老佛爷百货出售巴黎男装大楼的"断舍离"，到宾利推出463美元野餐篮的奢华跨界；从联合利华豪掷 10亿美元收购美国手工皂品牌，到泡泡玛特在东南亚狂飙的出海战略——每一则新闻背后，都折射出不 同行业的焦虑与野心。 与此同时，莎莎国际 ...

上美股份 20260626 摘要 上美股份通过多品牌矩阵战略，覆盖大众护肤、高端护肤、洗护个护、 医美及母婴和彩妆六大领域，满足不同消费者需求，并借助内容电商平 台和自播掌握核心运营方法论，提升盈利能力和增长可持续性。 韩束品牌定位大众美尚，通过品类扩展和渠道多元化，如抖音等电商平 台，实现快速增长。2025 年 618 期间，彩妆系列销售额破亿元，成为 新的增长点，同时在洗护、男士护理等领域也取得显著业绩。 上美股份成功打造多个新兴品牌，如高端婴童护理品牌 newpage 预计 2025 年销售额达 8-10 亿量级，防脱发护理品牌极方迅速成为抖音修护 好价榜第一名，敏感肌修复品牌艾米优也表现出快速增长趋势。 上美股份计划通过"六六战略"，到 2030 年实现 300 亿元销售额目标， 强化韩束主品牌，拓展男士护理等领域，提升线上运营能力，培养人才 队伍，确保可持续发展和竞争优势。 预计 2025 年下半年上美股份增速将优于上半年，受益于新渠道、新团 队、新品类和新兴品牌的持续发力，以及去年同期较低的基数。2026 年预计增速将超过 2025 年，公司发展势头良好。 Q&A 上美股份在产品新品类的推出及其成 ...

Core Viewpoint - The decline in newborn numbers from 17.86 million in 2016 to approximately 9 million in 2024 poses a significant challenge for the maternal and infant industry, leading to growth limitations for key players like Kidswant [1] Company Performance - Kidswant's performance has been under pressure since its 2021 IPO, with both revenue and net profit declining in 2022, and revenue growth without profit increase in 2023. A net profit of 181 million yuan was achieved in 2024, marking a year-on-year increase of 72.44%, largely due to the acquisition of Leyou International, which contributed 105 million yuan to net profit [1] - The company initiated a "three expansion strategy" in 2023, focusing on expanding product categories, market segments, and business formats to counteract growth stagnation [1] Strategic Acquisition - The acquisition of Siyi Industrial is a key move for Kidswant, as it aims to penetrate the hair care market. Siyi, established in 2014, operates 2,503 stores and has over 2 million members, showcasing strong financial performance with 2024 revenue of 723 million yuan and a net profit of 183 million yuan, reflecting a net profit margin of 25.3% [1] - The acquisition is designed to leverage overlapping customer bases, with 78% of Kidswant's 94 million members being mothers aged 25-45, aligning well with Siyi's target demographic [2] Financial Engineering - Kidswant's acquisition strategy involves holding 65% of Siyi and bringing in partners like Juzhi Biotechnology and the founders to share ownership, which helps bind industry resources while alleviating financial pressure. The initial funding of 660 million yuan includes 429 million yuan from Kidswant's raised funds, with the remaining 990 million yuan financed through loans, resulting in a leverage ratio of 1:2.85 [3] - The estimated valuation based on 2024 net profit suggests a price-to-earnings ratio of 9, which is below the average for the consumer sector and significantly lower than the assessed value [3] Market Concerns - Following the announcement of the acquisition, Kidswant's stock price dropped by 6.33%, raising concerns about the high assessment increase rate of 583.35% without performance guarantees. The company attributes this to intense bidding and the original shareholders exiting management [3] - The integration challenges are significant, as 93% of Siyi's stores are franchises, complicating standardization and management for Kidswant [3] Industry Outlook - The acquisition reflects Kidswant's proactive strategy to navigate the industry's downturn, with the success of this venture hinging on the effective implementation of synergies. The personal care market is projected to reach 81.25 billion yuan by 2028, with a compound annual growth rate of 7.3%, indicating a dissolving boundary between maternal and personal care sectors [4]

据抖音平台6 1 8好物节销售数据显示（2 0 2 5年5月1 3日- 6月1 8日累计销售额），半亩花田位居 抖音6 1 8好物节身体护理品牌热销榜To p 1。在中外大品牌云集的个人护理赛道，半亩花田以 毋庸置疑的实力再次交上一份满意的答卷。 美护"年中考"成绩揭晓！ 为什么是半亩花田？ 当美护产业步入深度调整期，剖析半亩花田的登顶之路，恰是为国货品牌锚定未来价值坐标的 绝佳样本。 《 中 国 身 体 皮 肤 护 理 白 皮 书 》 数 据 显 示 ， 过 去 的 5 年 里 ， 中 国 身 体 护 理 市 场 规 模 保 持 稳 定 增 长，2 0 2 5年市场规模有望突破3 0 0亿元。 在数字增长的背后，个人护理市场需求出现显著迭代：已完成从清洁到滋养功效，再到体验和 情绪价值的"三级跳"。功能、人群、肤质的细分，高端化、功效化、体验升级，折射出消费者 对个人护理品类的更高需求以及生活方式的更高追求。 图片来源：尼尔森IQ 全球美容创新报告 然而，纵观市面上的个人护理产品，大多常规化和同质化，远未满足个性化和多元化的需求。 拥有科研实力和创造力的个人护理品牌依然具有巨大的想象空间。 作为1 5年专注 ...

Core Viewpoint - China Lianhe Credit Rating Co., Ltd. maintains the long-term credit rating of Proya Cosmetics Co., Ltd. at AA, with a stable outlook for both the company and its convertible bonds, indicating strong financial health and operational performance [1][3][4]. Company Overview - Proya Cosmetics Co., Ltd. specializes in the research, production, and sales of cosmetics, maintaining competitive advantages in brand recognition, product diversity, and R&D capabilities [4][9]. - The company has a diverse brand portfolio including Proya, Caitang, Off&Relax, and others, covering various segments of the cosmetics market [9][14]. Financial Performance - For 2024, Proya reported a total revenue of 107.78 billion yuan, a year-on-year increase of 21.04%, and a profit of 18.89 billion yuan, up 26.34% from the previous year [4][10]. - As of March 2025, the company had cash assets of 47.34 billion yuan, with a low debt burden reflected in an asset-liability ratio of 28.15% [6][10]. Operational Strategy - The company successfully implemented a "big single product strategy," enhancing its market share in key categories and achieving significant sales growth through online channels [5][15]. - Proya's production capacity increased to 40.118 million units per year, with a focus on flexible production and inventory management [21][22]. R&D and Innovation - In 2024, Proya increased its R&D investment by 21.21%, totaling 2.10 billion yuan, and obtained 25 new patents, enhancing its technological edge [5][16]. - The company has established a European innovation center in Paris to strengthen its R&D capabilities [15]. Industry Context - The cosmetics industry in China is characterized by low technical barriers and high competition, with many players and a low market concentration [12][13]. - The online retail market for cosmetics is growing, with Proya ranking among the top companies in various categories on platforms like Tmall and Douyin [5][12]. Future Outlook - The stable rating outlook suggests that Proya's operational performance and competitive position are expected to improve further, driven by enhanced R&D and brand development [4][5].

Core Insights - The future success of e-commerce in the next decade hinges on the ability to create a "non-negotiable" choice logic through "rule sincerity + scenario innovation + value scarcity," making "being continuously chosen" a more important growth metric than GMV [2] Group 1: Market Trends - The consumer market is showing resilience, with data indicating significant growth in the collectible toy industry, where several merchants have surpassed 100 million in sales, and many others have seen triple-digit year-on-year growth [2] - The 618 shopping festival has seen platforms like Tmall simplifying promotional rules, which has led to increased consumer enthusiasm and sales across various categories, including beauty and electronics [3][4] Group 2: Strategy Innovation - Tmall's shift from complex discount structures to straightforward price reductions has reduced consumer decision-making costs, leading to a notable increase in sales across categories such as 3C digital products (up 37.1%) and home appliances (up 21%) during the 618 event [4][5] - The introduction of "TaoBao Flash Sale" combines online shopping with instant service, catering to the demand for convenience among younger consumers [7] Group 3: Ecosystem Reconstruction - Brands like Mr. Ji's home goods and DuoDuoMian's seamless underwear are leveraging the open ecosystem of platforms like Tmall to achieve significant growth, demonstrating the power of content-driven marketing and community engagement [13][17] - Tmall's 2025 strategy focuses on supporting quality and original brands through various incentives, aiming to create a multi-faceted growth path for merchants [18] Group 4: Long-term Vision - The evolution of e-commerce competition is shifting from user acquisition to value creation, with Tmall emphasizing the importance of consumer trust and experience differentiation [21][22] - The integration of AI and cloud computing technologies is transforming the supply chain and consumer engagement, indicating a strategic pivot towards sustainable growth models in the e-commerce sector [22][23]

为进一步助力经济高质量发展、提振消费信心，南方都市报近日启动"高品质消费观察"系列专题，聚焦颜值经济、运动户外、食品康养、智能消电、宠物经 济、体验经济、兴趣消费、跨境出海、消费科技九大热门赛道，展开系列调研、走访和报道。 同时，南方都市报将联合广东连锁经营协会等多个省市的连锁协会成立组委会，举办"2025高品质消费生态大会"，组委会将从企业品质力、成长性、创新 性、社会责任等方面综合评定"2025高品质消费品牌TOP100"。 颜值经济中，美妆个护赛道向来是消费热点。国家统计局的数据显示，今年5月，化妆品类的零售总额同比增长达到4.4%，1-5月这一数据为4.1%，相比去年 有明显的回暖态势。当前，中国的美妆个护市场也正在逐渐进入变革期，报告观察到，功效护肤正在成为消费刚需，防晒和洗护等垂类赛道迎来明显增长， 直播电商、社交电商等新型电商渠道正在重构销售链路。 随着618大促的来临，美妆护肤品的消费延续高增长态势。据蝉妈妈数据，5月抖音美妆品牌榜单发生巨变，销售额破亿元的护肤品牌有25个，7个品牌销量 达100多万件。值得注意的是，今年618大促期间，不少国际大牌重回销售榜单的排名前列，高端化妆品市场竞争颇 ...