Industry news
"Recombinant Collagen Empirical Scientific Research Report".
On January 25th, Juzi Biotech held the "Recombinant Collagen Empirical Science" Recombinant Collagen Empirical Scientific Research Report and Kelijin Brand New Product Launch Conference. At the meeting, Giant Bio made a research report on the "whether recombinant collagen can be truly transdermally absorbed", taking its C5HA recombinant collagen biomimetic combination raw materials as samples, using a two-photon microscopic imaging system to show the dynamic changes of the best tissues at different depths, realize "efficacy visualization", and verify the scientific efficacy of C5HA recombinant collagen biomimetic combination raw materials developed by Giant Biotech.
Amorepacific announced its research results on the association between the fragrance and efficacy of anti-hair loss shampoos.
Amorepacific recently said at the 8th China International Cosmetics Technology Forum that through research, it was found that fragrance has become a memory symbol for consumers to associate the core effects of products, and through the analysis of market hot-selling products and consumer research, consumers tend to strongly associate the fragrance of citrus and aquatic flavor with the anti-shedding effect, which not only provides guidance for the fragrance design and quality improvement of anti-hair loss shampoos, but also opens up new ideas for the innovation of other functional products.
Xiaohongshu held an e-commerce beauty care offline selection meeting to talk about the "genius buyer plan".
Recently, Xiaohongshu held an e-commerce beauty care offline selection meeting in Shanghai, inviting more than 160 beauty and care brands, more than 100 Xiaohongshu bloggers, dozens of buyers with more than 500,000 fans and buyer teams to exchange ideas. During the period, with the theme of "Genius Buyer Program", the Xiaohongshu team shared in-depth views on three topics: "Find Your 'Buyer' Shine and Start Your Buyer's Career", "There Are Many Win-Win Cases of Brand x Buyers", and "New Commercialization Tools to Escort the In-depth Cooperation between Merchants and Buyers", elaborating on the value and full-link operation of the Xiaohongshu platform, and sharing cases of mutual benefit and win-win results between beauty care brands and buyers in Xiaohongshu.
Gu Yu released the "2024 China Women's Whitening Research Report".
Recently, Gu Yu, together with China Pharmaceutical University and Xinhuanet, jointly released the "2024 Chinese Women's Whitening Research Report" focusing on Chinese whitening, which pointed out that more than seventy percent of Chinese consumers value whitening most for "high efficiency", followed by "ingredient safety" and "non-irritation". "Efficient + gentle" has become the two core demands of Chinese consumers whitening, and the report has conducted systematic research on whitening of Chinese consumers from the special whitening needs of Chinese consumers to the best structure, skin tone characteristics, and then to precise solutions.
Guangzhou Municipal Supervision Bureau: Some essential oil products are not cosmetics.
Recently, the Q&A on the Filing of Ordinary Cosmetics (Issue 53) issued by the Guangzhou Municipal Supervision Bureau mentioned that when the use method, purpose and part of action of essential oil products meet the definition of cosmetics, they belong to cosmetics. When used in aromatherapy**, essential oil products that claim medical effects, or are used for aromatherapy, air purification, soothing sleep, etc., are not cosmetics.
Market dynamics
Laifen released the court verdict, accusing the blogger of insulting and other behaviors.
On January 21, the official Weibo of Laifen Technology issued a statement with the court's first-instance and second-instance judgments, stating that "the court has determined that the defendant has insulted and defamed Laifen". Previously, (19th), it was Shu Yao who posted on social platforms, saying, "I lost the lawsuit and lost 330,000 yuan today, but I'm really happy ......."I can prove my own innocence, and the court found that the defamation is not established. ”
Olay anti-sugar water was accused of concealing the addition, and Procter & Gamble objected.
On January 26, the State Food and Drug Administration issued a notice (No. 7 of 2024) on 27 batches of non-compliant cosmetics, stating that in the 2023 national cosmetics sampling inspection, the product label labeled as OLAY Water-Sensitive Translucent Light Essence (Anti-sugar Water) produced by Guangzhou Procter & Gamble *** did not meet the requirements, and the whitening and freckle removal agent not indicated in the technical requirements stated in the product label and registration information: 3-O-ethyl ascorbic acid, which was not labeled, was detected, and Procter & Gamble subsequently raised an objection to the authenticity of the sample. After the review of the Guangdong Provincial Drug Administration, the enterprise has not produced or imported the batch of products that do not meet the requirements.
Bethany's 2 new raw materials have been recorded.
On January 23, Bethany, the parent company of Winona brand, completed the filing of two new raw materials, Erigeron breviscapus extract and Salvia Plebeia extract, and Xianting (Guangzhou) Technology R&D completed the filing of new raw materials for Caryodendron Orinocense seed oil, and up to now, 11 new cosmetic raw materials have been filed this year.
Nosbel expects a loss of 50 million yuan and 63 million yuan.
On January 25, Nosbel's parent company Qingsong Co., Ltd. announced its performance: Nosbel Cosmetics Co., Ltd., a wholly-owned subsidiary of the company, is expected to achieve operating income of 1.9-2 billion yuan during the reporting period, a slight year-on-year decline, and the net profit attributable to shareholders of listed companies is expected to lose 50 million yuan and 63 million yuan in 2023.
Marubeni's sub-brand Love Fire is expected to grow by more than 100%.
On January 23, Guangdong Marubeni Biotechnology Co., Ltd. released its 2023 performance forecast: the net profit attributable to shareholders of listed companies will be 3-3300 million yuan, a year-on-year increase of 72% to 89%, the report said that the company actively promoted the transformation of online channels during the reporting period, and successfully grasped the annual marketing rhythm. It is expected that the growth of operating income will be more than 30%. Among them, the sales of the Marubeni brand in content e-commerce (such as Douyin Kuaishou) increased by more than 100%, while the second brand PL Lianhuo also increased by more than 100%.
Freda: In 2023, the net profit attributable to the parent company will increase by 472%-538%.
On January 23, Freda released its 2023 performance forecast: it is expected that the net profit attributable to shareholders of listed companies in 2023 will be 2600 million to 2900 million yuan, an increase of 472% to 538% year-on-year compared with the same period last year. At present, Freda includes beauty brands such as Yilian, which focuses on hyaluronic acid skin care, Dr. Aier, who focuses on microecology, Shanyan, which targets anti-aging, Ipar Khan, which nourishes skin with oil, and Kemi, which focuses on recombinant collagen.
Runben: In 2023, the net profit attributable to the parent is expected to increase by 3434%-46.83%
On January 24, Runben released the 2023 annual performance forecast: it is expected to achieve a net profit attributable to the owners of the parent company in 2023$1.5 billion to $23.5 billion yuan, a year-on-year increase of 3434% to 4683%。The expected increase in performance is mainly due to the increase in the scale of the company's operating income in the current period, and the further improvement of operating efficiency, brand awareness and scale effect.
Shuiyang shares: the net profit attributable to the parent company in 2023 is expected to increase by 124%-156%.
Recently, S'YOUNG Co., Ltd. released the 2023 annual performance forecast: S'YOUNG Co., Ltd. is expected to achieve a net profit of 2800 million to 3200 million yuan, a year-on-year increase of 124%-156%, and the non-net profit was 2600 million yuan to 300 million yuan, a year-on-year increase of 169%-210%. At present, the beauty brands of S'Young Co., Ltd. mainly include Yu Nifang, Big Water Drop, Little Misty, Yu and Hua Yaohua.