Group 1 - Major Japanese cosmetics companies are facing significant challenges, with varying performance across different brands and markets [2][7][30] - Kao Corporation reported a remarkable increase in operating profit by nearly 108%, while other companies like Kose and I-ne experienced declines of 17.7% and 17.0% respectively [2][7] - Several brands under major Japanese cosmetics companies are struggling, with notable declines such as a 57% drop for the brand "Zui Xiang" and decreases for brands like Anessa, Shiseido, Decorte, and POLA [2][10] Group 2 - The Japanese cosmetics market is facing challenges, with a 3.4% decline in the overall market and specific brands like Kose's Sekkisei down by 0.5% [2][30] - The performance in the Chinese market is dragging down overall sales, with many companies planning to withdraw, liquidate, or close stores by 2025 [2][28] - Kao is the only company among the five major Japanese cosmetics groups to show growth across all markets, with increases of 2.4% in the Americas, 3.0% in Europe, and 2.3% overseas [2][30] Group 3 - Shiseido's operating profit turned positive, but net sales showed only a slight increase of 0.82%, indicating ongoing challenges [9][30] - Kose's net sales increased by 0.9%, but its operating profit fell by 17.7%, highlighting the difficulties faced by the company [9][30] - POLA ORBIS reported a decline in net sales by 1.4%, primarily due to reduced sales from its core POLA brand [21][23] Group 4 - I-ne's skincare segment saw a significant increase of 432%, while its hair care segment declined by 10.8% [27][28] - Kao's beauty-related sales for the first half of 2025 reached 211.5 billion yen (approximately 10.32 billion RMB) and 118.5 billion yen (approximately 5.78 billion RMB) for cosmetics, with both segments showing profit growth [13][15] - Kose's high-end brand sales showed mixed results, with Sekkisei growing by 11.4% while other core brands like Decorte faced declines [16][18] Group 5 - The overall performance of Japanese cosmetics companies indicates a need for strategic adjustments, especially in light of economic downturns and increased competition in the Chinese market [37][40] - Companies are exploring growth opportunities in Southeast Asia, but face challenges from numerous competitors in these emerging markets [47][28] - The Japanese domestic market also presents challenges, with brands like Zui Xiang ceasing operations and Kose's Sekkisei facing a slight decline [42][45]

继日本株式会社I-ne(以下简称：I-ne集团)宣布解散及清算合并中国子公司后，又一日妆巨头宣布关停中国子公司。 5月26日，POLA ORBIS HOLDINGS宝丽奥蜜思控股集团(以下简称：POLA集团)在官网发文称，其召开了董事会会议，决定解散并清算其合并子公司奥蜜 思商贸(北京)有限公司(以下简称：奥蜜思北京)。 因此， POLA集团本次关闭的仅是其中一家中国子公司，并非意味着就此退出中国市场。 而且，在POLA集团解散公告公布当晚(5月26日晚)，由奥蜜思北京运营的ORBIS奥蜜思微信公众号仍在正常运营，抖音、天猫官方旗舰店产品均在正常销 售。 关停原因系盈利难以改善 图源：POLA ORBIS官网 另外，解散公告还表示，若清算程序于2025年12月期完成，该合并子公司的清算将造成13亿日元(约合人民币0.66亿元)的当期业绩损失(计入特别损失)， 并使得法人税减少约16亿日元(约合人民币0.81亿元)。 那么，这是否意味着POLA集团旗下ORBIS奥蜜思品牌宣布退出中国市场？ 据企查查信息显示，除前文提到的奥蜜思北京外，POLA集团在中国还设有宝丽奥蜜思(上海)企业管理有限公司北京分公司、宝丽奥蜜 ...