薇诺娜舒敏保湿特护霜

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国货之光闪耀巴黎!李佳琦携手薇诺娜,向世界展示中国护肤方案
Guan Cha Zhe Wang· 2025-08-26 05:41
薇诺娜与李佳琦此次携手"出海",源于双方推动中国品牌全球化的愿景高度契合。"经过数十年发展,中国美妆品牌已形成独特风貌。从服务国人到走向世 界,成为行业共同目标,薇诺娜母公司贝泰妮(300957)集团公关总监兼董事长助理钟巍表示:"薇诺娜始终专注敏感肌领域,依托'制药级'研发与临床实 证,希望将基于中国植物与皮肤研究的'中国方案'带向全球。"作为产品的"引荐人",李佳琦将薇诺娜舒敏保湿特护霜、屏障修护精华液、冻干面膜等明星产 品带给国际消费者,通过其专业讲解和真诚互动,国货美妆在巴黎市场迅速打开知名度。薇诺娜特护霜和冻干面膜也成为了"颜YAN LAB"快闪店的热销单 品。 钟巍对此反馈感到欣慰:"我们看到了国际用户对中国品牌的支持与对中国科技的认可,无论是使用体验、功效研发还是包装材质,均收获众多好评;同 时,我们也更清晰了解到不同地区用户的使用习惯和需求差异,这为薇诺娜从'国货品牌'成长为'世界品牌'提供了重要参考。" 电商主播李佳琦正将中国美妆的魅力从直播间延伸至国际时尚前沿。 近日,文化出海经营实践类综艺《巴黎合伙人》(由湖南卫视、芒果TV、小芒联合出品)热播,李佳琦作为"货管部长",带领包括薇诺娜、自 ...
年度季度利润增速下滑,如何理解敏感肌国货龙头贝泰妮的投资价值?
Sou Hu Cai Jing· 2025-06-05 06:35
Core Viewpoint - Beitaini's revenue and net profit have significantly declined in recent quarters, indicating pressure on its financial performance and the need for strategic adjustments in its product offerings and market positioning [3][5][6]. Financial Performance - In 2024, Beitaini's revenue growth rates were 3.87% and -13.51% for the first quarter, while net profit growth rates were -33.53% and -83.97% respectively [3][5]. - The company's net profit for 2024 dropped to 503 million yuan, less than half of the same period in 2022 [6]. - The overall performance in the first quarter of 2025 showed a revenue of 949 million yuan, a decline of 13.51%, and a net profit of 28 million yuan, marking an 84% decrease, the lowest since its listing [7]. Brand and Product Strategy - Beitaini focuses on the "skin health internet+" model, with multiple brands including Winona, Winona Baby, and AOXMED, targeting various skincare needs [5]. - The main brand, Winona, has undergone a brand upgrade to focus on "sensitive skin," launching key products like the Winona Soothing Moisturizing Cream [9]. - Despite the brand's efforts, Winona's revenue declined by 5.5% in 2024, contrasting with significant growth in its sub-brands Winona Baby and AOXMED, which saw increases of 34% and 65.6% respectively [9][10]. Market Position and Competition - Beitaini's performance in major promotional events has weakened, with Winona ranking 10th in the Tmall beauty sales during the 2024 promotional events, down from 5th in 2023 [9][11]. - The company faces increased competition and has had to raise marketing expenditures, impacting profitability [6][10]. Future Outlook - Beitaini plans to implement five core solutions for its main brand, focusing on enhancing customer value through product combinations [10]. - The company aims to leverage its advancements in plant-based ingredients and AI technology to regain market traction [9].
贝泰妮(300957):2024年年报、2025年一季报点评:营收稳健增长,利润略有承压
Minsheng Securities· 2025-04-29 07:24
Investment Rating - The report maintains a "Recommended" rating for the company, with a target price based on projected earnings growth and valuation metrics [4][5]. Core Insights - The company reported a revenue of 5.736 billion yuan for 2024, reflecting a year-on-year growth of 3.87%. However, the net profit attributable to shareholders decreased by 33.53% to 503 million yuan [2][5]. - The main revenue source is the brand "Winona," which saw a revenue decline of 5.45% to 4.909 billion yuan, while "Winona Baby" and "Aikeman" experienced significant growth of 34.03% and 65.59%, respectively [2][4]. - The gross margin for 2024 was 73.74%, with a slight decrease of 0.16 percentage points year-on-year. The net profit margin decreased by 4.93 percentage points to 8.77% [3][4]. Financial Performance Summary - Revenue projections for 2025, 2026, and 2027 are 6.285 billion yuan, 7.153 billion yuan, and 8.146 billion yuan, respectively, with growth rates of 9.6%, 13.8%, and 13.9% [5][7]. - The net profit attributable to shareholders is expected to recover to 700 million yuan in 2025, with a growth rate of 39.2%, followed by 856 million yuan in 2026 and 1.059 billion yuan in 2027 [5][7]. - The report indicates an increase in operating expenses, with sales, management, and R&D expense ratios rising significantly in recent quarters [3][4]. Brand Strategy and Market Position - The company is expanding its market presence with a multi-brand strategy, focusing on the main brand "Winona" and introducing new products in the sensitive skin segment [4]. - The launch of the "Winona 2.0" strategy aims to enhance brand positioning and product offerings, which is expected to drive long-term growth [4][5].
薇诺娜, 向敏感肌抗老市场丢下一颗“核弹”
FBeauty未来迹· 2025-04-28 12:58
张爱玲曾说:" 人生有三恨:一恨海棠无香,二恨鲥鱼多刺,三恨红楼梦未完。 "事实上"鱼 与熊掌不可兼得"的遗憾在化妆品行业也一直存在,尤其是围绕敏感肌的抗老需求。 一方面,随着环境压力与生活方式的改变,全球女性敏感肌人群在持续扩大。 据复旦大学附属华山医院、中国非公立医疗机构协会皮肤专业委员会终身名誉主委郑志忠教授 介绍: 中国女性敏感性皮肤的占比逐渐走高,在部分区域性的流调中,敏感肌的发生率甚至 达5 0%以上 。 而2 0 1 7年发表的《中国敏感性皮肤诊疗专家共识》显示,敏感性皮肤在世界各国均有较高的 发 生 率 , 欧 洲 为 2 5 . 4% ~ 8 9 . 9% , 澳 洲 约 为 5 0% , 美 洲 女 性 为 2 2 . 3% ~ 5 0 . 9% , 亚 洲 女 性 为 4 0%~5 5 . 9 8%。 而由专业皮肤科医生在2 0 2 4年" 5 2 5全国护肤日"期间进行的一项调查更是显示:7 2 . 1%的受调 查对象皮肤处于亚健康或者病态状态。 与此同时,敏感性皮肤人群对功效护肤,尤其是对抗老需求却在直线上升。 这背后源于一个扎心的事实。四川大学华西医院、中国抗衰老促进会皮肤慢病管理 ...
贝泰妮2024年营收57.36亿,多品牌战略成效显著
Guan Cha Zhe Wang· 2025-04-28 09:38
Core Insights - Yunnan Betaini Biotechnology Group Co., Ltd. reported steady performance growth in its 2024 annual report, achieving significant results in its multi-brand strategy [1] Financial Performance - The company achieved an operating revenue of 5.736 billion yuan in 2024, representing a year-on-year increase of 3.87% [1][2] - The net profit attributable to shareholders decreased by 33.53% to 503 million yuan due to multiple factors [1][2] - Total assets reached 8.304 billion yuan, a 10% increase from the previous year [2] - The net asset attributable to shareholders increased by 3% to 6.050 billion yuan [2] - The basic and diluted earnings per share were both 1.20 yuan, down 32% from the previous year [2] Brand Strategy - The company continued to deepen its multi-brand strategy, focusing on the "Winona" brand while promoting other brands such as "Winona Baby," "AOXMED," "Beforteen," "Za," and "PURE&MILD" [1][3] - The main brand "Winona" launched a 2.0 strategy, upgrading its brand concept to "Researching Sensitive Skin," reinforcing its leading position in the sensitive skin care sector [1] Brand Performance - "Winona Baby" focused on solutions for infant eczema, achieving sales of 201 million yuan, a growth of 34.03% [3] - "AOXMED" specialized in skin youthfulness, with sales nearing 60 million yuan, a growth of 65.59% [3] - "Beforteen" established a brand image through targeted marketing and private domain operations [3] Research and Development - The company invested 337 million yuan in R&D in 2024, maintaining an average annual investment intensity of over 5% for three consecutive years [5] - The company registered 9 new cosmetic raw materials and accumulated 12, with 43 self-developed cosmetic and 9 food raw materials [5] - The company obtained 88 patents and published 107 SCI papers, receiving international innovation awards [5] Operational and Social Responsibility - The company made significant progress in channel construction, supply chain optimization, and social responsibility [5] - It adopted an omnichannel strategy to cover a broader consumer base and improved operational efficiency through supply chain optimization and digitalization [5] - The company actively participated in public welfare projects, providing scientific skin care and sun protection support to residents in remote areas [5] Future Outlook - The company aims to continue its mission of "building a Chinese skin health ecosystem," focusing on brand building, member operations, and collaborative growth [5]