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].