2025年化妆品品牌TOP50中，中国品牌数量最多，但销售规模偏小 国产化妆品已经连续2年占据全国化妆品零售额的半壁江山，但单个品牌零售额规模偏小，没有形成品 牌矩阵，成为国产化妆品后续发展的一大挑战。 7月1日，在上海东方美谷举行的首届中国化妆品品牌发展大会，中国香料香精化妆品工业协会（下 称"中国香妆协会"）发布了《2025化妆品品牌TOP50》调研结果。结果显示，2024年我国TOP50品牌总 零售规模为2334.76亿元，占全国化妆品市场总零售额（10738.22亿元）的21.74%。 Top50品牌中，中国品牌有22个，数量最多，但是国产品牌的销售规模偏小，占Top50品牌零售总额的 39.98%，低于国产品牌零售额的全行业占比（55%）。从单个化妆品企业的平均销售规模来看，中国企 业（41.16亿元）低于美国（56.19亿元）和法国（52.2亿元）。 显然，国产化妆品需要培育一批高端品牌，为行业发展注入强劲动力。 中国香妆协会数据显示，中国化妆品行业的亿级品牌快速增加，2024年交易额1亿元以上的品牌共819 个，比2023年新增73个，创下历史新高。其中，交易额50亿元以上的超大规模品牌从7个增 ...

(0) tion in the first from the may STIC 0 100 175 75 品 # 0 9 the Com a al 4 上海海关进出口食品安全处处长王震宇表示，全国首个化妆品产业贸易便利化措施落地上海奉贤，在于以奉贤"东方美谷"为代表的上海化妆品产业链具备规 模性、创新性和国际性。通过在奉贤"小步快跑""快速迭代"，相关贸易便利化措施有望加快形成政策供给闭环，为下一步全国范围的复制推广积累实践经 验。 上海是全国最大的化妆品进出口口岸。据上海海关统计，今年前5个月，上海口岸美容化妆品及洗护用品进出口总值达253.2亿元人民币，占同期全国同类商 品进出口总值的35.6%。 来自上海市统计部门的数据显示，上海是全国化妆品消费和生产"龙头"城市之一。今年前5个月，上海市化妆品类商品零售额达562.46亿元，比去年同期增 长3%。奉贤区"东方美谷"集聚了上海超过三分之一的化妆品企业，2024年实现产值145.3亿元，比上一年增长13.7%。 上海创元化妆品有限公司是奉贤"东方美谷"一家专门从事化妆品国际代工的企业，每年出口的眉笔、眼线笔、口红等商品的数量多达6亿支。公司合规与公 共事务 ...

Core Insights - The article discusses the significant transformation faced by Chinese foreign trade enterprises as they shift focus from export to domestic consumption amidst changing global trade dynamics and rising domestic demand [1][6] Group 1: Market Dynamics - China's total export value decreased by 3.8% year-on-year in the first five months of 2025, while retail sales of consumer goods grew by 6.7% in the same period [1] - Many foreign trade factories are abandoning their "Made for Export" labels to target the domestic market of 1.4 billion consumers [1] Group 2: Product Logic and Brand Development - Foreign trade enterprises traditionally operated with a "B-end thinking," focusing on order-based production, but the domestic market requires a "C-end battlefield" approach where consumer engagement and storytelling are crucial [3] - A clothing factory in Dongguan found that size standards for exports to the U.S. needed adjustments for the domestic market, highlighting a disconnect in product understanding [3] - Long-term reliance on OEM has led to a "brand deafness" in foreign trade companies, making it difficult for them to market products effectively in the domestic market [4] Group 3: Channel Strategy and Competition - Foreign trade companies often struggle with channel strategies, facing high entry fees in traditional supermarkets and algorithm-driven challenges in e-commerce [4] - Domestic brands have optimized "cost-performance" ratios, exemplified by Xiaomi's rapid price reductions in TWS earphones, contrasting with foreign trade companies' pricing strategies [4] Group 4: Innovation and Adaptation - Companies are encouraged to innovate product offerings, such as developing scene-specific products and integrating cultural elements into designs to appeal to modern consumers [5] - The establishment of "digital twin factories" and the adoption of advanced technologies like AI and robotics are recommended to enhance supply chain flexibility [5][7] Group 5: Talent and Organizational Structure - Companies are advised to create roles like "Chief Transformation Officer" to oversee domestic sales strategies and recruit younger talent to foster innovation [6] - Implementing a culture of internal entrepreneurship and utilizing management tools like OKR can help bridge the gap between foreign trade and domestic sales teams [7]

本周上海零售市场呈现强劲动能：全市零售业退税金额同比飙升85%，政策红利持续释放，直接激活商圈活力，国际品牌首店加速集聚形 成"虹吸效应"；资本动作密集，两家品牌冲刺IPO，行业竞争格局面临重构；新零售领域迎来标志性突破，盒马首次实现盈利，打破长达七年 亏损困局，或为行业转型提供关键范式。数据、资本与模式三重共振，折射消费市场结构性升级趋势。 1.一季度上海离境退税商品销售额达7.6亿元，同比增长85% 4月24日，上海市商务委副主任刘敏在新闻发布会上宣布，今年一季度上海离境退税商品销售额达7.6亿元，同比增长85%。2024年，上海市接待入境游客 670.6万人次，同比增长84%，带动退税商品销售额达23.7亿元，同比增长86.6%，占全国实施购物退税政策省市总规模的48%。 2.瑞典户外运动品牌CRAFT进入中国市场，快闪店同时落地上海张园和南京德基 日前，瑞典户外运动品牌CRAFT分别于上海张园和南京德基广场打造线下快闪店，同时布局天猫、京东等线上平台，标志着该品牌正式进入中国市场。 据了解，CRAFT上海张园店设置沉浸式北欧跑步体验区，包括无动力跑步机、路跑、混合跑以及越野跑多种场景模拟，让用户在不同 ...