在国货护肤市场，消费群体80%为女性，62%是18-34岁人群，聚焦高线城市。品类方面，面膜社媒讨论声量增速显著，精华品类依托科学护肤理念展现成熟 势能，珀莱雅在精华、面膜、面霜品类社媒热度领先。消费者核心诉求集中在抗老、修复、美白，各品类功效侧重不同，如眼霜抗老紧致需求占比33%，洗 面奶祛痘控油需求占比33%。行业呈现四大趋势：男士护肤市场规模突破百亿，品牌纷纷推出男士产品线；中国特色原料受关注，品牌加大研发投入打造自 研成分；产品创新聚焦细分需求，结合文化叙事构建价值；短剧营销成新风口，丸美、谷雨等品牌通过定制短剧实现品效合一。 国货彩妆市场，74%消费者为女性，68%是18-34岁人群，同样集中于高线城市。底妆产品讨论度上升，需求向腮红、阴影等高阶品类延伸，花知晓、彩棠、 橘朵在相关品类表现突出。行业有三大趋势："一物多用"产品受青睐，品牌推动功能集成化；市场进入细分赛道深耕阶段，"打爆单品"成突围关键；"妆养 合一"成共识，品牌推出兼具彩妆与护肤功能的产品。 今天分享的是：艺恩数据：2025年国货美妆消费趋势洞察报告 报告共计：29页 2025年国货美妆消费趋势洞察总结 2025年艺恩数据发布的国货 ...

"2025年上半年度，公司销售渠道优化与产品价格梳理工作取得阶段性进展，销售渠道逐渐回归健康， 产品价格梳理工作已阶段性完成。公司2025年第二季度营业收入环比第一季度增长86.68%，业绩出现 回暖，进展符合公司预期。"敷尔佳向机构投资者介绍，销售渠道优化与产品价格梳理是持续、动态开 展的，销售渠道优化主要是针对线下经销渠道，未来随着线下经销商合规运营，公司期待线下销售渠道 能有更好的表现。 敷尔佳表示，从公司销售数据看，今年6·18期间抖音和天猫都呈增长态势，增长情况比较乐观，线上整 体销售情况都符合预期。今年上半年度，京东平台的增速比较亮眼，主要是公司在上半年加深了与京东 之间的合作，丰富了京东平台的产品种类，增加了一些新的合作方式，例如：满赠活动、新品首发等， 双方紧密合作，共同努力，实现了京东平台的快速增长。上半年度抖音达播占比有所收紧，主要是公司 开展销售渠道优化与产品价格梳理，收缩了部分高费比渠道，目前达播主要集中在大促期间，日常也有 但不多。 据介绍，敷尔佳线下主要是经销模式，经销收入占比超过99%，线下基本没有销售费用，主要是销售人 员工资和一些线下活动的物料费用。 相较于去年同期，公司非贴 ...

以下文章来源于侃见财经 ，作者侃见财经 看见不一样的财经！ "医美面膜第一股"业绩遭遇暴雷。 8月21日晚间，国货美妆企业——敷尔佳发布了2025年半年报，其中显示，敷尔佳实现营收8.63亿元，同比下滑8.15%；归母净利润为2.3亿元，同比大幅 下跌32.54%；归母扣非净利润为1.66亿元，同比大幅下滑48.66%，接近腰斩。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 863, 112, 643. 06 | 939, 742, 187. 97 | -8. 15% | | 归属于上市公司股东的净利润(元) | 229, 656, 927. 58 | 340, 413, 344. 14 | -32. 54% | | 归属于上市公司股东的扣除非经常性损益 的净利润(元) | 166. 174. 897. 97 | 323, 694, 307. 05 | -48.66% | | 经营活动产生的现金流量净额(元) | 161, 632, 951. 75 | 356, 740, 821. 88 | -54. 69% | ...

自2021年11月签署上市辅导协议后，一纸公告为兰亭科技的IPO征程暂时画上句号。7月28日，新京报贝壳财经记者获悉，深圳市兰亭科技股份有限公司 （以下简称"兰亭科技"）发布关于终止辅导备案的提示性公告，深圳证监局确认公司终止辅导。 对于终止上市辅导，兰亭科技表示"公司综合考虑资本市场环境及自身经营情况等因素"，从数据来看，下滑的经营业绩或是"劝退"原因之一。 去年净利润同比下滑49.65%，短期借款飙增252.46% 官网信息显示，兰亭科技成立于1993年，主营业务是以护肤品为核心的大健康产品的研发、生产、经营和销售。2014年，兰亭科技于新三板挂牌。目前，该 公司产品以自主研发生产的中高端护肤品为主，拥有主力品牌"兰亭LANTERN"，产品涵盖面霜、精华、面膜等品类。 从产品类别来看，报告期内，占比最高的护肤产品实现营收2.14亿元，同比减少22.55%，毛利率约为76.54%；彩妆产品营收同比微增0.28%至5651.83万元； 健康产品营收同比下滑23.29%；得益于"境外四个客户的洗沐产品销量有较大增长"，洗沐产品营收同比增长48.24%至2792.06万元。 将时间的指针拨回至2021年11月，兰 ...

Core Insights - The beauty and skincare sales during the 618 shopping festival reached 57.5 billion yuan, marking a year-on-year growth of over 60%, setting a new record [1] - Tmall and Douyin exhibited contrasting strategies in the beauty sector, with Tmall focusing on brand strength and supply chain management, while Douyin emphasized content-driven marketing and rapid product launches [1][9] Tmall Insights - Proya emerged as the standout winner, securing the top position in Tmall's beauty rankings for three consecutive periods [4] - L'Oréal and Lancôme consistently held the second and third positions, indicating a stable top-tier brand concentration [6] - The top 10 brands on Tmall are dominated by Proya and L'Oréal's brands, reflecting a trend towards brand group consolidation [6][8] - Skincare brands dominate the Tmall beauty rankings, with consumers showing a higher preference for essential products like serums and sunscreens over color cosmetics [6] Douyin Insights - Douyin's beauty rankings are characterized by rapid changes, driven by content and marketing strategies rather than traditional brand loyalty [9] - The skincare and makeup categories on Douyin have seen significant shifts, with brands like HBN and Colanri rising rapidly in the rankings [12][14] - The emergence of new brands like Tilo Wei, which topped the Douyin makeup rankings, highlights the importance of content and visual appeal in driving consumer interest [14][16] - The competition among domestic brands is intensifying, with established players like Huaxizi and AKF struggling to maintain their positions [16] Comparative Analysis - The comparison between Tmall and Douyin reveals a dual dynamic in the beauty retail ecosystem, where Tmall emphasizes supply stability and brand accumulation, while Douyin prioritizes rapid content updates and explosive marketing strategies [17] - The structural differences in brand representation on both platforms indicate that international brands still dominate Tmall, while Douyin sees a more diverse mix of domestic brands [8][13]

Group 1 - The 618 shopping festival has been extended to 39 days this year, starting from May 13 and ending on June 20, marking the longest duration in history [1] - Consumer behavior has shifted towards more rational and fragmented purchasing, leading platforms to focus on creating a sense of scarcity and value rather than engaging in price wars [1][8] - The introduction of new products has become a key strategy for brands during the 618 festival, with a significant increase in the number of new product launches compared to previous years [2][3] Group 2 - Beauty products have emerged as the main sales drivers during the 618 festival, with notable year-on-year growth in sales across various platforms, including a 24.9% increase on Pinduoduo [3] - Live streaming has become an essential channel for brands to launch new products, with significant sales achieved through influencer-led promotions [4][7] - The perception of 618 is evolving from a sales peak to a brand highlight moment, where companies like H&M utilize the festival for product launches and consumer engagement rather than solely for sales [6] Group 3 - The focus on value over price is becoming more pronounced, with consumers increasingly prioritizing product quality and brand values [8][9] - Brands are recognizing the importance of creating emotional and tangible value for consumers, moving away from aggressive discounting strategies [9][10] - Future strategies for the 618 festival will involve precise operations, content-driven marketing, and ecosystem collaboration to maintain consumer interest and enhance long-term brand competitiveness [10]

Market Size and Growth Characteristics - The sensitive skin market is expected to show robust growth in 2024, with sales increasing by 35% year-on-year and volume by 34%, indicating strong market potential [1][21][22] - Monthly data indicates higher growth rates in January, May, and October, likely influenced by seasonal changes and promotional activities [1][21] - The expansion of market size is attributed to increased consumer awareness regarding sensitive skin care, with market voice growing by 11% year-on-year, although interaction volume has decreased by 40%, suggesting a need for brands to optimize marketing strategies to enhance user engagement [1][22] User Profile and Demand Insights - The primary users of sensitive skin products are women aged 24-40, accounting for 72.34%, predominantly located in first and second-tier cities such as Guangzhou, Chongqing, and Beijing [2][24] - Core pain points for users include redness repair (39.82% search share) and barrier repair (31%), with a significant demand for differentiated skin care based on skin type [2][28] - Emerging trends in efficacy focus on anti-wrinkle and anti-aging (antioxidant voice +91.7%) and "skin-nourishing brightening" (nourishing voice +72.1%), while the demand for oil control and acne treatment is shifting towards "oil control and acne prevention" (pore tightening voice +175%) [2][32] Beauty and Personal Care Market Performance - The beauty category dominates the market, accounting for 82% of sales, with facial masks, lotions/creams, serums, and facial care sets being core categories [3][42] - The fastest-growing segment is cleansing products, with a growth rate of 79.91%, while brands like 温博士, 赫莲娜, and 可复美 lead the market [3][42] - In the personal care category, hair care accounts for 50%, with body care (body lotions/creams) growing at 74.98%. Brands like 潘婷 and 赛逸 are performing well in the hair care market [3][42] Future Trends and Market Outlook - The sensitive skin market is projected to continue expanding, reaching 30 billion yuan in 2023 and potentially growing to 40.39 billion yuan by 2028, driven by factors such as increased environmental pollution and rising demand for safe, effective products [4] - Future development will focus on three main innovations: 1. Ingredients and technology: Combining natural plant extracts (e.g., chamomile, green tea) with biotechnology (e.g., nano-encapsulation technology) to enhance repair precision [4] 2. Products and services: Deepening customized skin care (e.g., targeted care for mixed skin) and expanding special scenarios (e.g., pregnancy care, outdoor protection) [4] 3. Emotion and experience: Enhancing user enjoyment through aromatherapy (e.g., essential oil rollers, aromatherapy washes) and convenient forms (e.g., sprays, rollers) [4] Brand Strategy and Marketing Opportunities - Brands need to seize social media marketing opportunities by optimizing content strategies based on data from platforms like Douyin, while reinforcing the perception of "gentle, safe, and professional" products to address market competition and evolving consumer demands [5]

2 0 2 5年5月1 0日，哈尔滨的大街上铺满春末夏初的阳光，气温攀升至2 0℃，这座曾被冰雪定义 的北方城市，此刻正因一场"会议"而沸腾。 由北京茉颜定制生物科技有限公司（以下简称：茉颜）携手北京工商大学和哈尔滨举人商贸举 行的"向未来・赋新生"AI美妆定制北区品牌发布会，吸引了黑龙江省近百名店主出席。当场 有数十名店主签约，其中包括媗扬化妆品、橡果国际、小小样、华洋化妆品、大猫妈妈等区域 知名连锁系统。 这一天，恰逢第九个中国品牌日，却可能因这场"企业+高校+代理商"的跨界融合而被历史标 注为AI私人定制化妆品在线下渠道落地生根，开启新时代的特殊日子。 在个性化需求愈加显现的当下，定制化妆品正在全球市场显现出巨大的发展潜力。 据欧睿国际（Eu r omo n it o r）数据，2 0 1 5年以来全球个性化/定制化美容产品销售额年均增速 达6%，远超整体美妆市场3%的增速。 相关数据显示，2 0 2 2年全球定制化妆品的市场规模就已经达到2 7 3 4亿元，预计2 0 2 8年将突破 5 0 0 0亿元。 小红书上和"量肤定制一肤一方"相关的话题也在持续飙升，截止2 0 2 5年5月初，相关笔记总数 ...

520将至，送礼成为必不可少的仪式感。为此，京东服饰美妆心动购物季特别推出"礼上加礼"新玩法， 携手赫莲娜、SK-ll、YSL、祖玛珑、周大生等国内外大牌，为消费者带来买礼物加赠鲜花、电影票、 金贴、口红礼盒、丝巾等惊喜福利。大家可以在京东APP搜索"礼上加礼"直达会场，更有送礼专享85 折、美妆不止买1赠1等超多福利，为每一份送出的礼物都加磅爱意。 浪漫节日即将来临，快为心爱的TA挑选一份心动好礼。现在登录京东APP搜索"礼上加礼"直达会场，买 礼物加赠鲜花、电影票、金贴、口红礼盒、丝巾等惊喜礼，让所有心意都能加倍抵达。 不仅如此，京东百亿补贴美妆加赠也再度加码，海蓝之谜、修丽可、韩束等爆款大牌美妆不止买1赠1。 更有觅光美容仪、渲美微电流美容仪、DOCO LAB高清智能化妆镜等高端赠品放送，购买"美妆加赠"产 品满一定金额，即可从赠品池中自由选择心仪好物。 为了给消费者带来更贴心便捷的送礼体验，京东送礼功能也持续升级，消费者可以在商品标题下方点击 进入送礼页面，更有送礼专享85折的优惠。如果想将礼物送给多位亲友，还可使用"群送礼"功能，选择 多款商品后一键转发至好友群，收礼人将从礼品清单中抽取，让送礼更加 ...