Here are the hot events of the week (December 11-17), welcome to check it out!
Source | Poly beauty
Author | Jumei This week, Freda plans to sell assets for 20 million, the "first share of bird's nest peptide raw materials" is here, and Bethany has 2 new raw materials to complete the filing, and the live broadcast of medical beauty is "Liangliang...... There are also the following cosmetics industry news worth your attention:
The latest response to seaweed masks and microdermabrasion or microneedle products
On December 13, the Guangzhou Municipal Administration for Market Regulation issued a Q&A on the filing of ordinary cosmetics (51st issue). The Q&A answers five questions, such as whether the label of children's cosmetics can be labeled with food-related patterns, whether microcrystalline or microneedle products are cosmetics, what should be paid special attention to in the quality control of seaweed masks, and how to describe the applicable skin type in the method of use.
△ The picture is taken from the Guangzhou Administration for Market Regulation
It is worth noting that the seaweed mask produced by some enterprises in Guangzhou was notified by the Guangzhou Food and Drug Administration due to the excessive total number of colonies and the addition of the banned ingredient "Tianxianzi".
In response to this situation, the "Q&A" said that in the results of the cosmetics sampling inspection notified by the relevant departments this year, there were microorganisms exceeding the standard in many batches of seaweed masks, and the production process and storage conditions of seaweed masks should strictly control the microbial indicators. In addition, according to the Announcement of the State Food and Drug Administration on Updating the Catalogue of Prohibited Raw Materials for Cosmetics (No. 74 of 2021), Tianxian (Scopole) is a prohibited plant (animal) raw material for cosmetics, and it is strictly forbidden to mix "Tianxianzi" with "seaweed" for cosmetics production or registration and filing.
In addition, the Guangzhou Municipal Bureau of Supervision also stated that for products that claim microcrystalline or microneedle products, such as the use of tiny needle-like raw materials such as hydrolyzed sponges or corresponding production process technologies, the use method is to produce effects by penetrating the skin or to penetrate the product, and not to apply to the surface of the skin, such products are beyond the scope of cosmetics.
At the same time, it also responded to the question of whether there is a time limit for the use of pre-filing numbers, and the "Q&A" stated that according to the prompts of the ordinary cosmetics filing management system, the pre-filing numbers that have been received or temporarily stored during the period from January 1 to December 31 of each year should be submitted for filing before December 31 of the current year, otherwise they will be cleaned up and invalidated.
In addition, there is the question of the labelling of children's cosmetics and how to describe the skin type. According to Article 13 of the Provisions on the Supervision and Administration of Children's Cosmetics, the label of children's cosmetics shall not be marked with words such as "food grade", "edible" or food-related patterns. When describing skin problems, it is not recommended to use vague expressions such as "suitable for a wide range of skin types", "suitable for a variety of skin types", "suitable for all skin types", etc., and should clarify the specific skin type that is applicable, such as whether it is suitable for dry, oily or combination skin, and if it is suitable for sensitive skin, it is also necessary to make a corresponding efficacy claim evaluation and upload a summary of the basis for the efficacy evaluation.
Bethany has made new raw materials, and this year there are 3 models
This week, according to the filing information platform of new cosmetics raw materials, two new raw materials, "Candida bee/glucose/flat kernel wood oil fermentation product" (national makeup original word 20230059) and "bee candida yeast/glucose/coconut oil/flat kernel wood oil fermentation product" (national makeup original preparation word 20230060) have completed the filing and are currently entering the monitoring period.
It is worth noting that these two new raw materials are from Yunnan Bethany Biotechnology Group Co., Ltd. Up to now, Bethany has completed the filing of a total of 3 raw materials, of which the water dragon extract was completed in July this year. However, the technical requirements for raw materials No. 59 and No. 60 are not disclosed.
△ The picture is taken from the National Medical Products Administration
According to the new raw material filing information platform, Bethany completed the third cosmetic raw material filing this year and the 60th new raw material this year. In 2023, the filing of new raw materials will show a rapid growth trend. It is worth mentioning that domestic companies have also laid out the new raw materials sector, and a number of brands have completed the first raw material filing, such as Proya, Shuiyang Biotech, Yatsen E-commerce, Marubeni Biotech, Fuerjia and Yangshengtang.
At the same time, there are 2 models that have completed the filing this week, namely the No. 61 raw material GYNURA PROCUMBENS leaf/stem extract (the filing company Guangdong Perfect Life and Health Science and Technology Research Institute Co., Ltd.) and the sodium lauroyl methyl hydroxyethionate (No. 62 raw material) filed by Guangzhou Tianci High-tech Materials Co., Ltd. However, the new raw material filing information platform shows that the technical requirements of these two raw materials have not been publicized.
The new raw material ⌈ bird's nest peptide ⌋ company was listed on the Hong Kong Stock Exchange
On December 12, Xiamen Yanzhiwu Bird's Nest Industry Co., Ltd., the first domestic company to complete the filing of new cosmetic raw materials for bird's nest peptides, was listed on the Hong Kong Stock Exchange and won the title of "the first share of bird's nest peptide raw materials".
The proceeds will be used to expand and consolidate the sales network, strengthen brand building and marketing efforts, research and development activities, supply chain management capabilities, and digital infrastructure.
It is reported that Yanzhiwu was founded in 1977 and is mainly engaged in R&D, production and sales of bird's nest products. Its product portfolio mainly includes three product categories: pure bird's nest products, "bird's nest+" products and "+ bird's nest" products.
According to the prospectus, from 2020 to 2022, Yanzhiwu's revenue will be 1.301 billion yuan, 1.507 billion yuan and 1.730 billion yuan respectively, and its profits will be 123 million yuan, 172 million yuan and 206 million yuan respectively.
It is understood that in December 2022, the company completed the filing of the first new raw material of bird's nest peptide (original word 20220041 of national cosmetics), which is used as a skin protector and antioxidant, and is suitable for all kinds of skin cosmetics.
In May of the same year, Yanzhiwu officially launched its skin care sub-brand - "YAN PALACE", proposing the concept of "small molecule bird's nest peptides are more easily absorbed by the skin", with a total of four products: Bird's Nest Moisturizing Radiance Freeze-dried Mask, Bird's Nest Soft Radiance Freeze-dried Wadding Essence, Bird's Nest Bubble Cleansing Cleanser, and Bird's Nest Hyaluronic Acid Wipes.
In November, cosmetics sold 54.8 billion, a "new low" in the past three years
On December 15, the National Bureau of Statistics released the data on the total retail sales of consumer goods in November: 4,250.5 billion yuan, a year-on-year increase of 10.1%. From January to November, the total retail sales of consumer goods were 427945 billion yuan, a year-on-year increase of 7.2%.
Among them, the retail sales of cosmetics in November were 54.8 billion yuan, down 3.5% year-on-year, and the retail sales from January to November were 384.3 billion yuan, down 4.7% year-on-year.
The domestic cosmetics sales in November this year were not optimistic, showing a "new low" in November in the past three years. In addition, the growth rate of cosmetics retail sales in the second half of the year was significantly worse than that in the first half of the year, with a decline in July and November, an increase of 9.7% in August, and a slight increase of 1.6% and 1.1% in September and October respectively.
In addition, the retail sales data of cosmetics in November in the past three years have been declining continuously. Retail sales of cosmetics were $57.1 billion in November 2021, $56.2 billion in November 2022 and $54.8 billion in November this year.
Focusing on the main business, Freda plans to sell assets for 20 million
On December 12, Freda issued an announcement on the transfer of 90% of the equity of Lushang Freda Health Investment Co., Ltd. and related party transactions, saying that the company intends to transfer 90% of the equity of Lushang Freda Health Investment Co., Ltd. to Shandong Lushang Group Industrial Investment Co., Ltd. for a transaction consideration of 20.8258 million yuan.
It is reported that after the completion of the transaction, the company no longer holds the equity of Freda Health Investment. In order to further optimize the allocation of resources, shrink non-main businesses, and concentrate on expanding and strengthening the two main businesses of medicine and cosmetics.
According to the announcement information, Freda established a joint venture in April 2015 to establish Freda Health Investment, which is mainly engaged in the investment, management, operation and service of the health and pension industry. As of the disclosure date of the announcement, the company and its wholly-owned subsidiaries subscribed for 35 million yuan and 10 million yuan, holding 70% of the equity and 20% of the equity of Freda Health Investment, and the above capital contributions have been fully paid.
It is worth noting that in the first half of this year, Freda continued to focus on the big health and medical beauty industries after divesting real estate. In the first three quarters of this year, the company's pharmaceutical segment achieved revenue of 399 million yuan, a year-on-year increase of 18.48%, and the cosmetics segment achieved revenue of 1.654 billion yuan, a year-on-year increase of 15.75%.
The beauty device that was once a smash hit is suspected of being a big sale?
Recently, a number of netizens posted on social media that the beauty instrument that used to cost four figures is now as low as about 100 yuan, and its "Internet celebrity beauty instrument only needs 100" is on the hot search. The Internet celebrity ReFa beauty instrument, which was popular four or five years ago, has now dropped in price to 118 yuan, and the ReFa gua sha board has dived to 99 yuan.
The reporter inquired about the official flagship store and official channels of ReFa Tmall, and the price was also greatly discounted, and a beauty instrument priced at 1990 yuan is currently priced at 649 yuan. On some second-hand trading platforms, ReFa beauty devices that have even dropped to tens of yuan are waiting to be sold.
△ The picture is taken from Xiaohongshu
Another beauty device brand, Tripollar Chupu is also on sale. Once sold 4999 yuan in Li Jiaqi's live broadcast room, now the big dive is directly 499 yuan, in the comment area, some netizens said, "It is recommended that you don't buy it first, and wait for the industry to rectify and see what products are left."
According to public information, the Japanese beauty instrument brand ReFa was popular in the Chinese market around 2017, among which the roller massager is a popular product at home and abroad, and entered the Chinese market with Tmall International Cooperation in 2016. According to the data disclosed by the parent company MTG, the ReFa series of beauty devices has sold a total of 10 million units in 2018, and its performance contribution is not small.
TriPollar Chupu from Israel, its parent company Pollogen was founded in 2006, and in 2014, TriPollar entered the Tmall flagship store, which has achieved remarkable results in the Chinese market and won a number of honors. In the 2021 Tmall 618 promotion, TriPollar ranked second on the best-selling beauty and skin care list.
The once-smash hit home beauty device has seen sluggish growth in the Chinese market as a whole.
The CEO of Dongfang Selection was dismissed and lost 2 million fans
On December 16, the official account of Dongfang Selection Douyin issued an announcement saying that Sun Dongxu was removed from the position of CEO of Oriental Selection, and Yu Minhong would concurrently serve as him, effective immediately.
△ The picture is taken from the announcement
At the same time, in the early morning of the 16th, Dongfang Selection announced the suspension of the live broadcast, "Today is temporarily suspended, I have thought about it behind closed doors, please criticize." Teacher Yu is leading everyone to review. ”
The reason may be its "angry" black fans and "small composition" incidents. The editor of the Dongfang Selection live broadcast room placed a comment at the top, saying that the "small composition" copywriting used for the opening or transition was jointly completed by the anchor, the copywriting team, the shooting team, and the editing team. And Dong Yuhui said "Hu replied" in the live broadcast, which caused the editor to further reply that "the copywriting in Jilin propaganda was produced by the copywriting team, and Dong Yuhui only modified five of the words".
Then Sun Dongxu, the former CEO of Oriental Selection, seemed to be hurriedly pulled to the live broadcast screen to explain the cause and effect of the incident, and also mentioned that Dong Yuhui's "annual salary is more than tens of millions, which is only a part". However, his tone further aroused the dissatisfaction of Dong Yuhui's fans, saying that it was inappropriate to disclose Dong Yuhui's salary.
The incident continued to ferment and continued to occupy the hot search list. At present, Dongfang Selection's Douyin fans have lost more than 2 million fans, and Dong Yuhui's fans have risen by 4 million in three days. In addition, during the live broadcast for 4 hours on the evening of the 15th, Dongfang selected 700,000 fans, because the anchor Tianquan directly "provoked" consumers during the live broadcast.
监管收紧，医美直播"凉凉"
On December 12, the State Administration for Market Regulation, the Cyberspace Administration of China and the National Health Commission jointly held an administrative guidance meeting on the platform. This time, Meituan, Weibo Taotian, Douyin, Kuaishou, Xiaohongshu and other platforms, as well as medical beauty live broadcast rooms and other enterprises participated in the meeting.
The requirements for the promotion of medical aesthetic services in the live broadcast room of medical cosmetology are put forward:
In accordance with the provisions of the "Advertising Law", the promotion of medical cosmetology services in the live broadcast room of medical cosmetology is a medical advertisement, and the use of third-party live broadcast rooms to recommend medical cosmetology products and services shall be managed in accordance with the identification of advertisements, (1) each platform shall immediately stop using MCN institutions and influencers to carry out medical cosmetology live broadcasts; (2) the self-broadcast of the merchant account of the medical cosmetology institution shall be displayed objectively in strict accordance with the basic information of medical services; (3) the merchants of medical cosmetology institutions shall not use medical science knowledge to recommend medical cosmetology products.
It is worth noting that the guidance meeting also proposed that before the 21st, the platform would stop the MCN and talent live broadcast medical beauty delivery plan.
It can be seen that the regulatory policy has been tightened again, and the live broadcast environment of the medical cosmetology industry will face a major reshuffle.
Finally, attached is the list of fines in Guangzhou this week:
1. The "Xiangxi Caobao Dew" produced by Guangzhou Huacai Cosmetics Co., Ltd. was found to be a mixture of methylchloroisothiazolinone and methylisothiazolinone with magnesium chloride and magnesium nitrate (methylchloroisothiazolinone: methylisothiazolinone is 3:1) exceeding the standard, and the total amount of fines and confiscations was 14,201 yuan.
2. The "Stilan Snow Whitening Spot Removal Essence Cream" sold by Guangzhou Stillan Cosmetics Co., Ltd. was found to be "whitening agents not identified in the technical requirements specified in the product label and registration information: niacinamide, 3-0-ethyl ascorbic acid", and a total of 51,793.2 yuan was confiscated.
3. The cosmetics produced by Guangzhou Liangyingying Biotechnology Co., Ltd. were found to be non-compliant with the total number of colonies, molds and yeasts in the inspection items. The penalties are as follows: confiscation of 65 yuan of illegal gains and a fine of 30,000 yuan.
4. Guangzhou Meihou Cosmetics Co., Ltd. produces "OULIQI Red Pomegranate Fragrance Conditioner", and its total number of colonies does not meet the provisions of the "Safety and Technical Specifications for Cosmetics", and the penalties are as follows: confiscation of illegal gains of 2,480 yuan, a fine of 15,000 yuan, a total of 17,480 yuan.
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——2023 Big Value Industry Annual Conference——Proya Fang Yuyou, Shangmei Lu Yixiong, Yatsen E-commerce Huang Jinfeng, Huaxizi Feislow and other guests confirmed to attend and release blockbuster speeches, and more guests continue to be confirmed. The 11th Jumei Conference focused on the latest exploration and insight of the big value industry, united the upstream and downstream cross-border experts of the industry, and made suggestions for domestic brands to cope with the competition in the new era, and was named the "Big Beauty Industry Annual Conference". At present, the main process of the conference has been released, and the price increase channel for tickets has officially opened, and the price will be increased according to the ticket situation until the original price is restored. At present, the preferential price is 880 yuan,