当美妆行业仍在功效护肤赛道激烈厮杀时，国货美白龙头谷雨试图以科研创新撕开新的增长切口。 这一技术突破恰逢抗老市场爆发期。 据新华网与魔镜洞察联合报告，2025 年上半年美妆护肤市场中，抗衰老品类销售额达 654.9 亿元，同比增长 30.3%，其中身体抗衰增速高达 283.9%， 消费者需求正从面部局部向全身、从基础护理向基因级干预升级。 孙婉秋摄 踩中市场痛点，抢占高端抗老赛道先机的背后是谷雨多年在科研端的发力。 孙婉秋摄 近日，谷雨生物科技集团股份有限公司（下称"谷雨"）举办了首场科研战略发布会，推出专利抗老原料"类人源外泌素 HME"，其不仅填补了细胞基因 级抗老领域的技术空白，还以三大自主原料构建起全产业链科研壁垒。 这一动作背后，是这家年GMV突破50亿元的国货品牌，在冲刺上市的关键期，向市场证明其"渠道爆款"下的"科研驱动"内核。 此次发布的 "类人源外泌素HME"，是谷雨继光甘草定、稀有人参皂苷 CK 后，第三个具备完全自主知识产权的核心原料，也是其科研实力的集中体 现。 作为一种基于体外仿生技术合成的人工外泌体，该原料规避了人源外泌体携带风险因子、提取工艺缺陷等行业痛点，通过"取其精华" 的思 ...

在近日举行的品牌首个科研战略发布会上，谷雨隆重推出了独家专利抗老原料 "类人源外泌素 HME "。 作为继极光甘草、稀有人参皂苷 CK 之后的第三款全自研创新成分，"类人源外泌素 HME "标志着企业在活性成分研发领域取得重要突破，也为该类 原料 及技术 在化妆品领域的安全合规应用开辟了新路径。 谷雨的科研体系已迈向全新的发展阶段。 同日，谷雨与厦门大学联合成立的 " 厦门 大学 - 谷雨 生物医药联合研究中心 "正式揭牌。该中心 将 由 中国科学院院士、厦门大学生命科学学院林圣彩 教授担任主任 ， 并 将聚焦生物活性成分的基础研究与技术转化，为谷雨在功效护肤领域的持续创新提供学术支持。 近十 多 年来，谷雨逐步构建起以 "原料创芯"为核心驱动的发展路径： 通过整合上游基础研究、中游原料开发与下游产品应用，形成覆盖全产业链的研发 闭环；并结合对中国人群肤质的系统研究，持续推动成分创新与配方优化。 随着研究体系日益成熟、产学研合作深入推进，谷雨的 核心 原料 库与技术平台有望释放更大潜能，为品牌构建可持续的核心竞争壁垒，并在科学护肤领 域形成差异化引领优势。 弯道超车，抗衰核心原料迎突破 当前，护肤品抗衰老研究 ...

Core Insights - The founder of Gu Yu, Wang Anning, announced a commitment to invest at least 2 billion yuan in research and development over the next decade [1] - The concept of "functional skincare" is gaining traction among consumers, who are increasingly focused on product ingredient transparency and scientific efficacy [1] - The functional skincare market has seen a significant increase in attention, with a 358% growth from 2021 to 2023, and the core user group expanding by 23% during the same period [1] Company Developments - Gu Yu recently launched a proprietary anti-aging ingredient, "Human-like Exosome HME," marking its third innovative ingredient with complete independent intellectual property rights [3][7] - The new ingredient is based on artificial exosome technology and aims to address anti-aging concerns, which are becoming a critical factor in consumer skincare choices [7][10] - Gu Yu's research and development efforts have led to significant advancements in the efficacy of its products, with the new ingredient showing a 17.43% reduction in wrinkle count after 14 days and a 26.61% reduction after 28 days [11] Market Position - Gu Yu has positioned itself as a leader among domestic skincare brands, surpassing international competitors and achieving a GMV of over 5 billion yuan in 2024 [14] - The brand has established a comprehensive R&D and manufacturing infrastructure, including a 3,000 square meter research center and multiple production facilities [15] - Gu Yu's focus on core technology and independent research has allowed it to create products that significantly outperform industry standards [14][15] Research and Innovation - The company emphasizes the importance of using Chinese technology to develop ingredients suitable for the Chinese skin type, having analyzed nearly 100,000 skin samples from Chinese women [16] - Gu Yu's proprietary technologies, such as "Melt Crystallization Purification" and "28-Nanometer Encapsulation Technology," have enhanced the purity and efficacy of its key ingredients [16] - The collaboration with Xiamen University to establish a joint research center will further enhance Gu Yu's capabilities in developing active ingredients for anti-aging and other applications [19]

Core Viewpoint - The establishment of the Xiamen University-Guyu Biomedicine Joint Research Center and the launch of the human-like exosome HME represent a significant breakthrough in the application of exosomes in the beauty industry, potentially overcoming the challenges of industrialization and safety [3][4][5]. Group 1: Understanding Exosomes - Exosomes are small vesicles that facilitate intercellular communication by delivering proteins and nucleic acids, playing a crucial role in regulating metabolism and cellular repair [5][6]. - The decline in the function of exosomes with aging highlights their importance in anti-aging treatments, as they are essential for maintaining healthy cellular communication [6][8]. Group 2: Challenges in Application - Current market offerings primarily feature plant-derived exosomes, which are less effective due to structural differences with human cells, while human-derived exosomes face regulatory challenges and safety concerns [8][10]. - The classification of exosomes as Advanced Therapy Medicinal Products (ATMP) by the Chinese National Medical Products Administration indicates a clearer direction for research and application in the industry [8][10]. Group 3: Breakthrough of HME - The human-like exosome HME is not a simple extraction from natural exosomes but a product of reverse engineering and optimization, addressing safety, efficiency, and industrialization challenges [10][12]. - HME mimics the structure and active components of human-derived exosomes, allowing for better cellular recognition and uptake, thus enhancing delivery efficiency [12][13]. Group 4: Advantages of HME - HME directly regulates target genes and signaling pathways, significantly shortening the action mechanism compared to traditional anti-aging ingredients [16]. - The incorporation of targeting peptides in HME allows for precise delivery to key skin cells responsible for regeneration, improving utilization compared to conventional treatments [16][17]. - HME can be stored at room temperature, overcoming the stability issues associated with natural exosomes, thus facilitating large-scale production [17][18]. Group 5: Research and Development Strategy - The collaboration with Xiamen University enhances Guyu's research capabilities, shifting focus from application optimization to foundational research in anti-aging [22][23]. - The development of rare ginsenoside CK for anti-aging drug research reflects a strategic move to strengthen the brand's capabilities in raw material selection and efficacy validation [23][24]. Group 6: Future Directions - The introduction of HME signifies a transition towards gene-level research in skincare, aiming to directly influence cellular functions and reverse aging processes [25][26]. - Guyu's approach aligns with the broader goals of life sciences, positioning the brand uniquely in the competitive landscape of global beauty technology [25][26].

Core Insights - The "China Cosmetics Brand Development Conference" was held in Shanghai, focusing on high-quality development in the cosmetics industry and introducing three authoritative rankings: "Top 50 Cosmetics Companies 2025," "Top 50 Cosmetics Brands 2025," and "2025 Category Champion" [1] - The domestic brand Gu Yu was recognized for its technological innovation, brand culture, and market performance, making it to both the "Top 50 Cosmetics Companies" and "Top 50 Cosmetics Brands," while also being awarded the title of "Top Domestic Whitening Skincare Brand" [1][4] Industry Developments - The conference emphasized the importance of innovation in driving brand growth and competitiveness within the cosmetics sector [1][8] - Gu Yu has established itself as a leader in the domestic skincare market by focusing on the unique skin characteristics of Chinese consumers and developing tailored whitening solutions [4][9] Technological Innovations - Gu Yu has made significant advancements in skincare technology, particularly with its proprietary "Aurora Licorice" product, which boasts a 99% purity level and enhanced transdermal absorption efficiency by 3.4 times [7][10] - The brand has also developed a high-efficiency transformation technology for rare ginsenoside CK, increasing its content by over 2000 times, which positions Gu Yu to compete with international anti-aging ingredients [10][11] Standards and Regulations - Gu Yu has played a pivotal role in establishing industry standards, including the recently published standard for measuring ginsenoside CK content, which aims to enhance the quality assessment of ginseng products [11][12] - The company has been involved in the formulation of 11 industry standards, promoting the scientific application of unique raw materials suitable for Chinese skin types [11][14] Future Directions - Gu Yu's focus on consumer-centric innovation and scientific advancements is expected to drive its future growth and maintain its competitive edge in the cosmetics market [14]