报告基于 2024 年 7 月 - 2025 年 6 月美国、英国及 2025 年 2 月 - 6 月西班牙、墨西哥市场的 TikTok Shop 数据，聚焦美妆个护品类的市场表现、品类特征、 店铺格局及热销产品等核心维度，呈现四大市场的发展态势与趋势。 在市场整体表现上，美妆个护品类在四大市场均稳居核心地位。美国市场近一年 GMV 总额约 105 亿美金，美妆个护占比 26% 位居 Top10 首位，黑五大促 期间 GMV 峰值近 2.5 亿美元；英国市场该品类占比达 28%，GMV 峰值近 4600 万美元；西班牙市场其占比超 20%，初期月均增长 11 倍；墨西哥市场更是 以 36% 的占比遥遥领先，GMV 峰值达 530 万美元。营销方式上，四大市场均以视频营销和达人直播为核心引流渠道，其中美国达人带货占比突出，西班 牙、墨西哥则以带货视频为主要驱动。 品类价格与销量分布呈现区域差异。美国市场主流价格带集中在 30-50 美元，销量以 10-20 美元区间为主，香水品类在 30 美元以上价格段承载力较强；英 国市场 GMV 集中于 20-30 美元，销量以 10 美元以下平价产品为主；西班牙和墨西哥市 ...

Core Viewpoint - The health condition of former President Trump, particularly his frequent bruising and difficulty in public appearances, has raised concerns among the public and media [1][3]. Health Condition - Trump, at 79 years old, is the oldest president in U.S. history at the time of taking office [1]. - He has been observed with large bruises on his hands, which he attributes to his long-term use of high doses of aspirin, specifically 325 mg daily for 25 years, despite medical advice to reduce the dosage [3][6]. - Trump's doctor confirmed that the aspirin is taken to prevent heart disease, but the high dosage leads to easy bruising [3][6]. Public Appearances - During recent public events, Trump has been seen struggling to keep his eyes open, leading to speculation about his health [3][6]. - His aides have noted that he often requires people to speak louder due to his hearing difficulties, which he denies, claiming he only has issues in noisy environments [6][7]. Medical Examinations - Trump previously claimed to have undergone an MRI but later clarified that he had a CT scan instead, which showed no cardiovascular issues [7][8]. - He expressed regret about undergoing the scan, suggesting it provided ammunition for critics despite the results being normal [7][8]. Personal Care - Trump uses concealer to cover up bruises on his hands, stating it is a quick and convenient solution [4].

Core Viewpoint - The article discusses the rising popularity of Chinese beauty products and makeup styles in overseas markets, particularly in Japan, South Korea, and Southeast Asia, as the dominance of Japanese and Korean beauty trends wanes [1][11][18]. Group 1: Chinese Makeup Trends - Chinese-style makeup, particularly "Douyin makeup," has gained significant traction internationally, with a reported 6.5 billion views on TikTok under the Douyin Makeup tag by the end of 2022 [10]. - The trend has led to a cultural exchange where foreign users, such as American beauty influencer Essences Whitaker, actively replicate Chinese makeup styles learned from platforms like Douyin and Xiaohongshu [2][7][10]. Group 2: Market Dynamics - The export value of Chinese beauty products has surged, with a reported 348.61 billion yuan in exports from January to September 2023, marking a 26.6% year-on-year increase [16]. - In 2023, the retail value of Chinese cosmetics reached 414.2 billion yuan, reflecting a 5.1% growth, with Southeast Asia and Japan being key export destinations [16][18]. - Chinese cosmetics are increasingly favored in South Korea, with exports to the country rising approximately 190% in the first eight months of 2023 [16]. Group 3: Competitive Landscape - The article highlights a shift in consumer preferences in South Korea, where consumers are now more inclined towards affordable Chinese beauty products rather than high-end Korean brands, which have seen a decline in sales [13][16]. - Despite the growth, the article notes that Chinese beauty brands still face challenges in achieving global recognition and establishing a strong presence in the high-end market [19][21][22].

Core Viewpoint - The investment by Proya (珀莱雅) in HuazhiXiao (花知晓) marks a strategic move to enhance its business ecosystem and capitalize on the growing influence of HuazhiXiao in both domestic and international markets [2][4]. Group 1: Investment Details - Proya's subsidiary, Proya (Hainan) Investment Co., acquired a 38.45% stake in HuazhiXiao, making it the second-largest shareholder [2]. - The specific financing amount for the investment has not been disclosed [2]. - Following the investment, Proya's representative on HuazhiXiao's board will be Jin Yanhua, who has been with Proya since 2018 [3]. Group 2: HuazhiXiao's Market Performance - HuazhiXiao, established in 2016, has successfully expanded into international markets, including Japan, Singapore, Malaysia, North America, and Europe [3]. - In 2022, HuazhiXiao achieved annual sales exceeding 400 million yuan and entered nearly 1,000 offline retail stores globally [3]. - The brand focuses on appealing to young consumers with its unique aesthetic and product offerings, including concealers, lipsticks, and highlighters [3]. Group 3: Proya's Strategic Goals - Proya emphasizes its commitment to international expansion, with a focus on markets in Japan and Southeast Asia [5]. - The company is planning a Hong Kong stock listing as part of its global development strategy, which includes both supply chain and brand expansion [5]. - Proya's financial performance shows a revenue of 5.362 billion yuan for the first half of 2025, reflecting a year-on-year growth of 7.21% [5].