编辑 | 兰杰 头图 | IC Photo Busy Money 花知晓宣布完成由珀莱雅独家投资的B轮融资 据IT桔子9月2日消息，国货彩妆品牌花知晓宣布完成B轮融资，由珀莱雅独家投资，池杉资本担任长期独家财务顾问。此次融资将用于品牌全球化扩张、 供应链整合与内容创新等方向。花知晓定位少女彩妆，产品涵盖眼影、口红等品类。 出品 | 36氪未来消费（微信ID：lslb168） 品牌此前已完成两轮融资——2020年底获天图投资千万级人民币Pre-A轮注资；2021年3月再获坤言资本独家投资的近亿元A轮融资。此次获得珀莱雅的 独家投资，是花知晓继2024年股权重组、引入产业资本后，再次获得行业龙头企业的战略加持。 离你更近的消费创投一线。 "唯壹文化"完成千万级天使轮融资 36氪获悉，近日，专注于沉浸式全景娱乐体验服务的"唯壹文化"近期完成千万级天使轮融资，投资方为善贾投资（海南）有限公司。本轮融资将用于沉 浸式全景项目开发、自有IP运营等关键业务。唯壹文化成立于2023年，目前有两大核心业务板块，分别是沉浸式全景娱乐体验项目、围绕自有IP《青绿 宇宙》的系列开发。 精酿品牌"TAGSIU 醍宿酿造"完成近千万 P ...

以下文章来源于正和岛 ，作者豆汁儿 正和岛 . 正和岛，基于信任链接的企业家供需适配平台。 来源丨 正和岛 （ID： zhenghedao ） 作者丨 豆汁儿 提到河南，你最先想到什么？ 是千年古都、少林功夫，还是一望无际的麦田？ 如果告诉你，你用的香奈儿、雅诗兰黛这些国际大牌的化妆刷， 其实 来自河南一个名不见经传的小 县城 ——鹿邑， 你敢相信吗？ 这个看似和 "时尚"毫不沾边的农业县， 不仅 拿下了全国一半以上的化妆刷市场 ， 产品 还 远销欧 美、日韩、中东等多个 国家和 地区。 社会学家费孝通 曾 在《江村经济》里 预言：中国未来的工业化不一定全部出现在城市里，偏远的乡 村小镇也可能是工业化的发起地。 德国管理学家赫尔曼 ·西蒙也提出过"隐形冠军"的概念——指那些在细分领域里做到极致，却鲜为人 知的中小企业。 如今的中国， 诞生了一个又一个的品类 "冠军小镇" 。 而化妆刷界的 "隐形冠军"，就是河南 小县 —— 鹿邑。 老子故里，不只会讲"道" "道可道，非常道；名可名，非常名。"——《道德经》第一章 常说 "一部中国史，半部河南史"。 因古时"麋鹿甚多，常闻鹿鸣"，才得名"鹿邑"，一直沿用至今。 ...

以下文章来源于正和岛 ，作者豆汁儿 正和岛，基于信任链接的企业家供需适配平台。 一个传统农业县凭借一把刷子"刷"出新天地的故事。 文 ｜ 豆汁儿 来源｜ 正和岛（ID：zhenghedao） 封面来源 ｜ unsplash 提到河南，你最先想到什么？ 是千年古都、少林功夫，还是一望无际的麦田？ 正和岛 . 这个看似和"时尚"毫不沾边的农业县，不仅拿下了全国一半以上的化妆刷市场，产品还远销欧美、日韩、中东等多个国家和地区。 社会学家费孝通曾在《江村经济》里预言： 中国未来的工业化不一定全部出现在城市里，偏远的乡村小镇也可能是工业化的发起地。 德国管理学家赫尔曼·西蒙也提出过"隐形冠军"的概念——指那些在细分领域里做到极致，却鲜为人知的中小企业。 如今的中国，诞生了一个又一个的品类"冠军小镇"。 而化妆刷界的"隐形冠军"，就是河南小县——鹿邑。 老子故里，不只会讲"道" "道可道，非常道；名可名，非常名。" ——《道德经》第一章 如果告诉你，你用的香奈儿、雅诗兰黛这些国际大牌的化妆刷，其实来自河南一个名不见经传的小县城——鹿邑，你敢相信吗？ 常说"一部中国史，半部河南史"。 河南不少地方都是中华文明的发源地，比如 ...

Core Viewpoint - Revolution Beauty has rejected a buyout offer from private equity firm True, which was deemed to undervalue the company, and is now considering financing from existing shareholders [1][2][9]. Company Overview - Revolution Beauty, established in 2014, is a UK-based beauty and personal care company known for its cost-effective makeup products, with a product range that includes makeup, skincare, and hair care [2][4]. - The company went public in 2021, achieving a valuation of £500 million (approximately 4.87 billion RMB) during its IPO, which was one of the largest on the London junior market that year [4][5]. Financial Performance - The company has faced significant financial challenges since its IPO, with a reported pre-tax loss of £45.9 million (approximately 447 million RMB) in the 2022 fiscal year and £33.9 million (approximately 330 million RMB) in 2023 [6]. - Although Revolution Beauty reported a pre-tax profit of £11.4 million (approximately 111 million RMB) in the 2024 fiscal year, its revenue declined by 26% to £14.16 million (approximately 137.8 million RMB) in the 2025 fiscal year due to the discontinuation of over 6,000 SKUs [6][9]. Market Presence - Revolution Beauty previously entered the Chinese market in 2019 but exited in March 2023, closing its Tmall overseas flagship store [7]. - Despite exiting the Chinese market, approximately 60% of its products sold in the US are manufactured in China, contributing to 23% of the company's revenue [7][8]. Strategic Challenges - The company is currently under pressure to reassess its financing structure and is actively seeking shareholder funding to maintain its independence [10]. - Revolution Beauty's ongoing performance volatility and the need to balance its reliance on Chinese supply chains with global market strategies are critical challenges for its future [10].

3、品类、渠道拓展顺利，看好公司作为高端国货美妆龙头的稀缺性和广阔成长空间。展望后续，公司 成长逻辑清晰：①品类延展：公司25 年以来推出精华、眼霜、身体乳、香水、眼影等新品，5 月推出的 13 款香水新品市场反馈良好，我们认为有望打开单品牌空间；②渠道深耕：我们认为线下有望持续拓 展高端百货专柜覆盖，且平均单柜店效较头部外资仍存较大提升空间；线上持续获取年轻客群，带动品 牌和产品势能持续释放；同时出海初步布局中，我们认为后续有望开拓中国香港及东南亚市场。我们看 好公司作为高端国货美妆龙头的稀缺性和广阔成长空间。 机构：中金公司 研究员：徐卓楠/黄蔓琪 预告1H25 净利润同增35%-37% 公司发布业绩预告：预计1H25 收入25.7-26.0 亿元，同增30.4%-31.9%，净利润6.65-6.75 亿元，同增 35.0%-37.0%；取区间中值计算，对应1H25净利率同比+1.0ppt至25.9%。利润预告略超我们预期，我们 预计主因利润率更高的线上渠道收入占比提升，叠加经营效率提升，带动1H25 公司净利率超预期。 关注要点 1、全渠道收入快速增长，彩妆及护肤经典单品表现亮眼。1）分渠道：我们预计1 ...

Core Viewpoint - The recent incident involving a beauty blogger using expired eyeshadow has sparked discussions about the shelf life of cosmetics, particularly in the context of summer's high temperatures and humidity, which pose risks to the stability of beauty and skincare products [1] Group 1: Identifying Expired Cosmetics - Powder eyeshadow can be identified as expired if it shows signs of clumping, mold spots, or emits an unusual odor [3] - Cream eyeshadow may indicate spoilage through oil separation, water formation, or deepening color [3] - The claim that household UV lamps can detect expired eyeshadow is refuted, as these lamps cannot comprehensively assess microbial contamination or oxidation within the product [3] Group 2: Proper Storage Practices - The "three avoidance" principles for summer storage of cosmetics include avoiding light, heat, and moisture [3][4] - Light exposure accelerates the decomposition of effective ingredients, necessitating storage in dark places even for opaque packaging [3] - High temperatures can increase chemical reaction rates and microbial activity, with a recommendation to keep products in cool, ventilated areas below 25°C [3] - Humidity fosters microbial growth, and caution is advised against storing products in damp areas or frequently opening refrigerated items, which can introduce moisture [4] Group 3: Safe Usage Recommendations - It is advised to use makeup tools exclusively to prevent cross-contamination, especially for eye products [5] - Caution is recommended when switching to new products, as skin may need time to adapt, and allergic reactions can occur [5] - Expired or potentially spoiled products, particularly those used near the eyes or lips, should be discarded immediately to prioritize health over waste [5]

Group 1 - Shanghai's retail market shows strong momentum with a year-on-year increase of 85% in tax refund amounts, driven by policy benefits that activate commercial vitality and accelerate the gathering of international brand flagship stores, forming a "siphon effect" [1] - In Q1, Shanghai's tax refund sales reached 760 million yuan, a year-on-year increase of 85%, with inbound tourist numbers expected to reach 6.706 million in 2024, up 84%, contributing to a projected 2.37 billion yuan in tax refund sales [2] - The Swedish outdoor brand CRAFT has entered the Chinese market with pop-up stores in Shanghai and Nanjing, featuring immersive experiences for customers [3] Group 2 - DREAME MART, a trendy toy brand under DREAME, plans to open its first store in Beijing on May 1, focusing on youth lifestyle and unique IP products [5][8] - The first "Pasture Milk Warehouse" store of Mo Yogurt opened in Shanghai, featuring an open kitchen and a variety of innovative dairy products [10] - The first BegL restaurant in South China opened in Shenzhen, offering a workshop space with various bagel flavors and brunch options [12] Group 3 - The new tea brand "Chuntian Mature Tea House" opened its first store in Shanghai, focusing on high-quality mature teas and catering to health-conscious consumers [14] - The indoor high-altitude amusement brand "Elastic Dream Factory" signed a lease for its first South China store in Haikou, featuring over 30 innovative entertainment projects [17] - HARMAY opened four new stores in three cities, accelerating its expansion [18][19] Group 4 - BY FAR, a Bulgarian niche bag brand, is set to exit the Chinese market as its last store in Beijing will close on May 14 [22] - The brand "橘朵" launched its first sub-brand "橘朵橘标," focusing on high-performance makeup for outdoor and sports scenarios [24][25] - "沪上阿姨" and "绿茶集团" have both passed the listing hearing on the Hong Kong Stock Exchange, with plans for expansion and digital upgrades [27][29] Group 5 - Hema achieved its first annual profit and plans to open nearly 100 new stores by 2025, focusing on lower-tier markets and northern cities [33] - Olé, a high-end retail brand under China Resources Vanguard, is upgrading its product line and opening six new stores, including a food hall in Nanjing [34] - The British frozen food supermarket giant Iceland is set to open its first Asia-Pacific store in Beijing, focusing on interest e-commerce and live streaming [37][38]

Core Insights - TikTok plans to officially enter the Japanese e-commerce market in the coming months, with its TikTok Shop already preparing for seller recruitment [1] - The platform will utilize its signature "short video + live streaming + e-commerce" model, allowing sellers to sell products directly through live broadcasts [1] - The Japanese e-commerce market has surpassed 22 trillion yen (approximately 1.1 trillion RMB) in 2023, but live commerce penetration is below 5%, significantly lower than in China (20%) and the U.S. (15%) [1] Market Dynamics - Japanese consumers have high expectations for product quality and after-sales service, with return rates historically higher than in Western markets [2] - Local e-commerce giants like Rakuten and Amazon Japan hold over 70% market share, presenting a challenge for TikTok to establish differentiated advantages in logistics, payment, and marketing [2] - TikTok may leverage its successful Southeast Asia strategies by collaborating with local MCN agencies to cultivate "vertical category influencers" in sectors like beauty and trendy brands [2] Consumer Sentiment - Some Chinese cross-border sellers have received invitations for internal testing of TikTok Shop in Japan, indicating interest in the market [2] - Japanese consumers show strong interest in TikTok's low-price strategy, with potential for significant sales if products are priced competitively [2]