Explosive demand attracts the influx of capital. What new opportunities are there in the beauty industry?

From 2021 to now, the beauty track has been constantly running with "capital", which has surpassed last year in quantity.

According to public reports, on July 6th, the beauty industry was born with the largest amount of financing this year-KK Group was led by JD.COM with an investment of about 300 million US dollars. The group owns a large beauty collection store brand THE COLORIST and X11 and other new consumer and retail brands.

This is just a microcosm of the beauty industry. This year, there are only about 20 enterprises that have received more than RMB 100 million in financing, including Meishang, Lan, Xuelingfei, WOW COLOUR, USHOPAL and Liran.

With the help of capital, a large number of companies in the beauty field have gone public, covering the A-share, Hong Kong-share and US-share markets. Recently, companies that have been listed or will be listed in the beauty field include Kaichun Industry, Baiyang Medicine, Juju Zhilian, Betaine, Youquhui, and Yijia.

In this fiery market environment, the whole industry chain of beauty industry is welcoming the best times and the most business opportunities, and practitioners in the beauty field will undoubtedly enjoy more dividends. But if you want to capture business opportunities, you need to have a quick insight into the beauty industry.

Then, in the next half year of 2021, what are the trends and phenomena in the field of beauty that deserve special attention?

The heat of new consumption investment and financing has risen.The domestic product leader rises rapidly.

The glory of domestic products may be traced back to the perfect diary that sprang up three years ago. Many people once thought that this was just a gust of wind. However, a large number of brands, such as Huaxi Zi, Ximuyuan and Runbaiyan, which ran out in the following years, made people realize that the spring of domestic brands has really come.

Take this year’s Tmall 618 as an example. In the sub-category of beauty field, the performance of new domestic brands is particularly bright-in the four sub-categories of powder cake, makeup set, honey powder/loose powder, eyebrow pencil/eyebrow powder/eyebrow cream, Hua Xizi is the first; In the categories of makeup remover, pure dew, makeup spray, etc., it is the domestic brands such as one by one, the sky of daisies and Berry Beauty.

A data of Tmall can also prove this point. In 2020, 3,000 beauty merchants opened stores in Tmall, but more than 2,000 of them were new domestic brands. And among them, 30 beauty brands have become "dark horses", achieving sales of over 100 million.

Among them, there are a lot of investment opportunities, but capital is also a double-edged sword. How to treat capital rationally and grasp the investment opportunities is a subject we need to study. It is reported that the founding partner and chairman of Jiayu Fund will present the latest insight "Let capital empower brands instead of killing them" at the upcoming China Cosmetics Conference, and look forward to his opinions.

Cosmetic industryThe first share"Frequent listed companies have strong stock prices.

As of July 9, the closing price of Huaxi Bio (688363.SH), the first share of hyaluronic acid, was 284.30 yuan/share, which was more than five times higher than the listing issue price of 47.79 yuan/share. The P/E ratio has exceeded 200, and the market value once exceeded 150 billion. Huaxi Bio, which has the hard power of biotechnology and the whole industrial chain, has become the core asset sought after by investment institutions.

Since the renewal of management in the second quarter of 2020, shanghai jahwa, under the leadership of Pan Qiusheng, chairman and CEO, has started a century-old national brand revival war, with remarkable reform results, the stock price reached a record high, and the total market value once exceeded 40 billion yuan.

Polaiya, a local cosmetics company, has achieved rapid growth even under the influence of last year’s epidemic. This year, it has made a good start, with revenue of 905 million in the first quarter, up 48.88% year-on-year.

There are also companies such as Liren Lizhuang, Northbell, Yuyuan, Focus Media, etc., which are outstanding in the cosmetics track. It is reported that the chairmen or CEOs of these seven listed companies will gather at the 14th China Cosmetics Conference held at the Shanghai National Convention and Exhibition Center on August 5-6, when the latest strategies and the methodology behind them will be released on the spot.

Efficacy, skin care, high light moment, emerging track is worthy of attention.

This year’s 618, the only domestic brand in the TOP10 category of Tmall beauty is Winona. The data shows that Winona has been ranked as the TOP10 beauty and skin care category of double 11 Tmall for three consecutive years since 2018. Especially last year, Winona sparked a discussion boom with the only domestic brand of TOP10 in Tmall skin care category.

On March 25th this year, Winona’s parent company Betani successfully landed on the Growth Enterprise Market of Shenzhen Stock Exchange, with a total market value of over 110 billion yuan. Since 2017, Winona’s market share has gradually surpassed international brands such as Vichy, la roche-posay and Avene. At present, Winona ranks first in the domestic efficacy skin care market with a market share of 23%.

Winona is not the only one who has grabbed the huge dividend in the efficacy skin care market.

According to public information, in 2020, Tmall’s flagship store sales ranked the top three brands in terms of year-on-year growth rate, including Quadi and Runbaiyan under Huaxi Bio, and Yuze under shanghai jahwa. Among them, Quadi’s growth rate reached 99.94%, Runbaiyan’s growth rate reached 187%, and Yuze’s growth rate reached 265%.

Efficacy skin care market has become the hottest "emerging market".

Opportunity lies in China Cosmetics Conference.

In the field of beauty, if there is a platform that can link the most beauty resources and business opportunities, it is China Cosmetics Conference.

Since its inception in 2008, the China Cosmetics Conference, jointly created by Pinguan APP and Cosmetics Watch, has successfully invited at least 500 first-line coffee makers from the commercial, economic and even cultural fields in China to share their thoughts and opinions, including many bosses of listed companies outside the industry, top investors and opinion leaders, such as Zhong Shanshan, Shen Nanpeng, Jiang Nanchun, Wei Zhe, Luo Zhenyu and Fang Yuyou.

More than 200 investors from all over the country attend the meeting every year, which is an important platform for investment institutions and financial media to study the frontier ideas of market development and expand industry resources.

With the rapid recovery and prosperity of China’s beauty market ahead of the world, the 14th China Cosmetics Conference with the theme of "China Time" will be held at the Shanghai National Convention and Exhibition Center on August 5 -6, 2021.

In addition to the main forum, there are six sub-forums on new marketing, new channels, new domestic products, new product development, efficacy skin care and design innovation. The first theme exhibition of "Beauty New Domestic Products" will also be launched, and 100+ emerging domestic brands will be exhibited at the same time.

If you are interested in listed companies, cutting-edge domestic products and new beauty tracks, the 2021 China Cosmetics Conference is the most information-intensive and must not be missed event in the whole year. Scan the QR code below to view the full agenda.

Funny version? The Japanese media ranked the men’s singles, Malone was fourth, and Fan Zhendong didn’t make it into the top five. The first was not unexpected.

At present, the Chengdu World Table Tennis Championships, which has attracted the attention of table tennis fans all over the world, has decided the final king. China Guoping, the king of the world table tennis world, won the championship of men’s team and women’s team without accident. This result is also the embodiment of Guoping’s top strength. However, although the champion belongs to Guoping, for some defeated players of Guoping, they have to find something else to show their unconvinced. No, Japanese table tennis, which has been suppressed by national table tennis, came back to China, and the Japanese media released a list of male table tennis players in the World Table Tennis Championships. Funny thing is, in this list, Malone, who won all seven games in the World Table Tennis Championships, was directly ranked fourth. At present, Fan Zhendong, which ranks first in the world, is directly ignored by the Japanese media, and can’t even enter the top five. As for the number one player, I believe you should have guessed it.

Chengdu World Table Tennis Championships, as a major competition this season, almost all the top table tennis players in the world came to Chengdu to participate in this table tennis feast. As the host country and the top table tennis team in the world, Guoping is naturally the favorite of the champion. However, neither the men’s team nor the women’s team let the fans down. In their own home court, Guoping won two championships in a sweeping way. Of course, compared with the women’s team, there are still some waves in the men’s team’s championship.

In the semi-final with the Japanese men’s team, the China men’s team encountered the biggest challenge since the start of the game. Japan’s first brother, Chinese-American Zhang Benzhi, is in very good shape in this World Table Tennis Championships, especially in this Sino-Japanese table tennis semi-final. In order to test Wang Chuqin, the national table tennis coaching staff arranged for Wang Chuqin to serve as the second single against Zhang Benzhihe. Wang Chuqin, like Zhang Benzhihe, is a post-00 player, which can also be regarded as a confrontation between new forces in the future table tennis world. But what I didn’t expect was that Wang Chuqin lost completely in this post-00 showdown.

If Wang Chuqin’s loss is understandable, then the number one player in the world, the key player of China team, the loss of a single Fan Zhendong made the fans feel nervous. In the face of Zhang Benzhihe, Fan Zhendong lost his former swagger and was defeated by Zhang Benzhihe. In the end, although Guoping still relied on its overall strength, it eliminated the Japanese team and advanced to the final. However, this five-game game still made many fans sigh: Fortunately, there is only one Japanese team, Zhang Benzhi and He.

It was Zhang Benzhihe’s performance that completely stunned the Japanese media after the game. After the World Table Tennis Championships, the Japanese media "Tokyo Satellite TV" produced a ranking of men’s table tennis strength in the World Table Tennis Championships. To tell you the truth, this ranking is a bit interesting. He is convinced of the players’ victory in the World Table Tennis Championships as a basis for ranking. In other words, whoever wins more games will be in the top position. That’s right, there is such a funny situation. No one of the main players in table tennis can enter the top three. After all, the seven wins of seven battles, which are as strong as Malone’s, can only be ranked fourth because of too few wins. Fan Zhendong, the number one in the world, can’t even get into the top five in this ranking.

Not surprisingly, in this ranking, the number one player in Japan’s team is naturally Zhang Benzhi and He. He ranked first with 11 wins and 1 loss, and was called the strongest men’s singles player in this World Table Tennis Championships. The second place is Huang Zhen Ting, a Hong Kong player from China who scored 8 wins and 3 losses. The third place is Qiu Dang from Germany, whose record is 8 wins and 4 losses.

To be honest, this ranking is totally unreasonable. After all, because of the strength of national table tennis, all the five main players have strong strength, basically taking turns to play. In this way, Malone’s chances of playing will naturally be less. However, Malone only played seven games, but he won all. Just because he played a few games less than Zhang Benzhi, is he weaker than Zhang Benzhi in strength? It can only be said that this is just the self-satisfaction of the Japanese media, which specially found an angle that is beneficial to Japanese players to make such a ranking. However, it is difficult for them to think of such an angle.

Chen Gen: the big country competition, competition management

Wen | Chen Gen

In the era of a large change in the past 100 years, artificial intelligence serves as the core technology of the new round of technology revolution and the industry revolution. For the importance of global development, artificial intelligence technology determines that the international leadership of the big country is almost one inevitable. However, the uncertainty of artificial intelligence development has also exacerbated the difficulty of technical risk management, bringing new challenges for global governance.

First, the high productivity of artificial intelligence also means high fortification.Wealth accumulation and speed and international strength contrast will have a more obvious partial wild, that is, the rich country is rich, the strong country is more strong, and the poor country is the stronger, the weak country weakens, resulting in more wealth unevenness and unfair Incorrectization, more conflict with conflict and conflict and terrorism, this is a greater uncertainty and governance of global governance.

Second, artificially intelligent high execution also means high destructive power.If the new weapons and network viruses, there is an endless body condition that has the human body conditions and the unknown tired action, which will bring benefits to the implementation tasks of various countries, but may also be used by some forces, thus giving international Society has brought serious safety hazards, and may even bring disasters to the entire human society.

Finally, the high intelligence of artificial intelligence also means high political. Advanced artificial intelligence gives the technical owner’s outstanding additional advantages, robotic industry, gene sequencing, automatic driving, intelligent finance, smart city, big data processing, natural language processing, image identification, intelligent military system and other artificial intelligence, Change the country’s core competitiveness and economic and social and industrial structure, thereby changing the power structure in many fields.

Because of this, as a big country as the development and application of artificial intelligence, China and the United States play an extremely important role in artificial intelligence, and both parties have unique advantages that other countries cannot copy.How to prevent or reduce artificial intelligence technological advances on the negative impact of global sustainable development and strategic stability requires the work of China and the United States.

In fact, competition in the field of artificial intelligence is not an absolute zero and game, and there is a cooperative development and mutual benefit between parties. China is relatively leading in experimental research and results, and the United States is more leading in basic research and cutting-edge technology exploration. There is a broad cooperative space in both parties.

To this end, China and the United States should be in-depth thinking, work together to launch a formal dialogue on the application of artificial intelligence in safety and economic sectors.Promote the transparency of artificial intelligence research and development, driving its beneficial results to achieve reasonable allocation in a global scale, to minimize the competitive situation that may lead to catastrophic conflicts, and promote the formation of reasonable, benign competition and cooperative relations.

As Kissinger said, China and the United States are the most capable of impacting world progress and peace in technology, political experience and history, and solving the important issues in both parties in cooperation will be China and the United States. Common responsibility for peace and progress.