Summary of the Conference Call for 巨子生物 Company Overview - The conference call pertains to 巨子生物, a company involved in the beauty and skincare industry, specifically focusing on collagen products. Key Points and Arguments - Crisis During 618 Sales Event: 巨子生物 faced a public relations crisis during the 618 sales period due to criticism from influencer "大嘴博士" regarding their flagship product, 可复美胶原棒. The influencer claimed that the product contained insufficient levels of recombinant collagen protein, leading to significant returns and negative reviews, which adversely affected sales [3][4]. - Impact of Influencer Marketing: Despite the initial backlash, signs indicate that the negative impact is diminishing. Prominent influencers such as 李佳琦 and 贾乃亮 have resumed promoting 可复美胶原棒, suggesting a recovery in public sentiment towards the product [3][5]. - Sales Performance: From the 618 period through Q2 and Q3, 巨子生物's sales were consistently affected by the aforementioned public relations issue. However, recent developments indicate that the influence of the crisis is waning, as major platforms like 天猫 and 抖音 see a return of influencer promotions for the product [5]. Additional Important Information - Product Composition Controversy: The controversy centered around the product's composition, where it was noted that the recombinant collagen protein was present at only 0.01%, below the 0.1% threshold required for labeling in cosmetics. Additionally, the form of collagen in the product was identified as peptides, lacking the triple helix structure typically associated with collagen [4]. - Market Sensitivity: The behavior of top and mid-tier influencers is highly sensitive to market sentiment. Their decision to resume promotions indicates a belief that the product is no longer under severe negative scrutiny, which is a positive sign for 巨子生物's recovery [3][5].
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