In January, the sales of the beautiful jitter platform was tiktok, and the proportion of self seeding continued to improve. According to Taobao data, in January, tmall's skin care / make-up sales fell 32% / 22% year-on-year, and the market growth was under pressure. According to tiktok data, sales of the big and beautiful makeup market in January were +162%, which reached 48% of Tmall's beauty market, of which 15% of the total was self broadcasting. China's brand is higher than that of tiktok and its self broadcasting ratio. Tiktok tiktok: 1) Yunnan Botanee Bio-Technology Group Co.Ltd(300957) : Winona Tmall flagship store sales volume 74 million yuan, +1%, sales of voice sales 43 million yuan, up +130%, and tiktok self accounted for 41% of the sales. Tiktok: 2) Proya Cosmetics Co.Ltd(603605) : Proya Cosmetics Co.Ltd(603605) cat flag sales volume was 108 million yuan, up +11%, and sales of vibrato was 51 million yuan, up from +26%, accounting for 47% of tiktok, and 68% of its own voice. Tmall tiktok sold 26 million yuan in January, up +3%, sales of voice and voice were 10 million yuan, and self broadcasting accounted for 11%. 3) Bloomage Biotechnology Corporation Limited(688363) : run Bai Yan / tiktok / Myer /BM muscle live Tmall down 33%/91%/45%/67%, the channel of shaking channel increased 100%+ over the same period, the 49%/505%/85%/438% of cat flag. 4) Shanghai Jahwa United Co.Ltd(600315) : Yu Ze / Herborist / GF cat flag sales tiktok are 34 million yuan /0.09 billion yuan /0.05 billion yuan, sales of vibrato voice are 7 million yuan, /0.03 billion yuan, /0.01 billion, and self broadcast accounted for 85%/68%/90%. 5) Lushang Health Industry Development Co.Ltd(600223) : Sales of Dr. tiktok / Tmall were 31 million yuan, /0.13 billion, +50%/-16%, and sales respectively increased by 3000%+/400%+, reaching Tmall 42%/129%. Tiktok: 6) Syoung Group Co.Ltd(300740) : the channel of jitter and the increase of the brand of the operation, the sales of Tmall / 87%/48%, which is up to 100%+, has increased by tiktok. KIKO cat flag sales +417%, tiktok Tmall 94%. Tiktok: 7) Guangdong Marubi Biotechnology Co.Ltd(603983) : the sales of JMC sales is 20 million yuan, up from +136%, reaching 220% of Tmall, and the ratio of tiktok self broadcasting is 36%. Sales of tiktok increased significantly, Tmall January was 15 million yuan, and sales of vibrato reached Tmall 51%.
The draft of "medical and beauty industry standardization in China" (V) promoting the construction of medical and beauty industry standards. It mainly involves the standardization of management, technology, education and basic standards in the medical beauty industry, and puts forward the measures and guidance for the construction of the standardization system. We believe that under this background, the medical beauty industry will develop in a more standardized, standardized and efficient direction, In the past, the biggest pain point of difficult standardization in the medical and American industry is expected to be alleviated: 1) medical disputes are expected to be reduced after the standardization of technology, education and training is improved; 2) The chain rate is expected to increase under the background of the improvement of management and technical standardization; 3) Chaos such as false propaganda and black doctors will drop sharply.
Investment suggestions: medical policies regulate the operation of downstream entities, promote the standardized and healthy development of the medical and beauty industry, continue to focus on recommending upstream compliance leaders Imeik Technology Development Co.Ltd(300896) , Bloomage Biotechnology Corporation Limited(688363) , and pay attention to downstream terminal institutions Lancy Co.Ltd(002612) , Aoyuan Beauty Valley Technology Co.Ltd(000615) ; The cosmetics industry recommends Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , traditional domestic products Shanghai Jahwa United Co.Ltd(600315) , and Nanjing Cosmos Chemical Co.Ltd(300856) , Jahen Household Products Co.Ltd(300955) benefiting from the new industry regulations, customers, categories and capacity expansion.
Risk tip: weak consumer demand as a whole, intensified industry competition, etc.
