广告
加载中

韩束否认非法添加 头部品牌应推动行业规范完善

亿邦动力 2025-12-28 16:04
亿邦动力 2025/12/28 16:04

邦小白快读

EN
全文速览

韩束否认产品添加EGF成分,回应央视检测争议。

1. 央视财经报道称在韩束面膜中检测出微量EGF,但韩束声明所有产品未添加,并援引上海市药监局2025年11月核验结果为未检出。

2. 专业人士解释,检测争议可能因酶联免疫法假阳性导致,化妆品基质复杂干扰结果。

3. 韩束启动全面自查与追溯程序,应对消费者担忧。

韩束在美妆市场表现突出,受益于理性消费浪潮。

1. 2024年韩束销售收入55.91亿元,2025上半年增长14.3%至33.44亿元,多个线上平台GMV增速超20%。

2. “成分党”和“检测党”崛起,倒逼品牌转向技术竞争,韩束通过科研投入赢得市场认可。

品牌商可借鉴韩束的危机应对和市场策略,关注消费趋势和研发。

1. 品牌营销:韩束通过声明和自查处理负面事件,赢得消费者信任,并强调与媒体、消费者互动。

2. 产品研发:韩束成立上美科学委员会,300多人专注多肽研究、合成生物学等,与大学、三甲医院合作,提升技术竞争力。

3. 消费趋势:理性消费浪潮下,“成分党”主导市场逻辑,品牌需从流量转向技术,韩束为受益者。

4. 用户行为:“检测党”力量壮大,影响品牌选择,促使加强产品透明度和标准。

销售数据与渠道启示。

1. 2025年韩束销售收入增长14.3%,线上GMV增速超20%,体现渠道变革下的强劲表现。

2. 创始人强调长期主义、多品牌战略和科研投入,为品牌建设核心。

卖家需注意政策风险和增长机会,抓住消费变化。

1. 政策解读:国家药监局2019年规定EGF不得作为化妆品原料,违反可能引发风险,韩束事件凸显监管挑战。

2. 增长市场:美妆整体承压,但韩束2025上半年收入增14.3%,显示逆势机会,线上渠道表现突出。

3. 消费需求变化:理性消费浪潮兴起,“检测党”影响产品选择,卖家可关注技术导向产品。

事件应对与可学习点。

1. 风险提示:检测假阳性可能导致品牌争议,卖家需谨慎选择供应商和检测方法。

2. 机会提示:韩束通过科研投入和自查机制应对事件,卖家可效仿提升品牌信用。

3. 最新商业模式:头部品牌推动行业标准完善,卖家可探索合作方式,如技术合作或渠道创新。

工厂可关注生产需求和科技启示,推动创新。

1. 产品生产和设计需求:韩束EGF事件提醒工厂避免禁用成分如EGF,注意化妆品基质复杂可能导致检测假阳性问题。

2. 商业机会:韩束科研投入(如多肽研究)提升竞争力,工厂可强化研发,捕捉理性消费浪潮下的需求。

推进数字化和电商的启示。

1. 科技竞争加剧,韩束销售增长(线上GMV超20%)启示工厂推进技术创新和电商渠道。

2. 实例中,韩束与合作大学推动研发,工厂可借鉴此模式,与外部机构协作提升产品。

服务商应关注行业痛点和解决方案,把握趋势。

1. 行业发展趋势:理性消费浪潮下,“检测党”崛起,检测技术缺陷成为热点,韩束事件显示行业标准不完善。

2. 新技术:酶联免疫法在化妆品中易假阳性,中国香妆协会指缺乏专门检测方法,服务商可开发新检测工具。

客户痛点与解决策略。

1. 客户痛点:品牌面临检测不一致风险,消费者担忧安全,服务商需提供可靠认证服务。

2. 解决方案:韩束启动自查程序,服务商可借鉴,提供追溯或标准咨询服务,助力企业规避风险。

平台商需管理商业需求和风险,优化运营。

1. 商业对平台的需求:品牌如韩束需要平台支持澄清争议,平台可提供信用背书和招商机会,强调技术产品。

2. 风险规避:检测假阳性风险高,平台应加强审核机制,避免卷入类似事件,头部品牌推动标准可参考。

平台运营和风向。

1. 平台招商:韩束线上GMV增速超20%,平台可吸引类似科技驱动品牌,强调理性消费趋势。

2. 运营管理:渠道变革加速,平台需适应消费者“成分党”偏好,管理产品真实性。

研究者可探讨产业新动向和政策启示,分析商业模式。

1. 产业新动向:EGF检测争议频发(如可复美、薇诺娜等),检测方法不足成为新问题,化妆品基质干扰导致结果不一致。

2. 政策法规建议:国家药监局禁止EGF,但执行挑战大,研究可建议完善检测标准或法规细化。

商业模式和启示。

1. 商业模式:韩束采用多品牌战略和科研投入,与大学合作,推动行业标准完善,体现头部企业责任。

2. 研究启示:理性消费浪潮下,技术竞争加剧,研究者可分析如何平衡创新与风险。

返回默认

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

Kans denies adding EGF to its products, responding to CCTV's testing controversy.

1. CCTV Business reported detecting trace amounts of EGF in Kans masks, but the brand stated all products are EGF-free, citing Shanghai FDA’s November 2025 verification results showing no detection.

2. Industry experts explained that testing discrepancies may stem from false positives in ELISA methods due to complex cosmetic matrices interfering with results.

3. Kans has launched a comprehensive self-inspection and traceability process to address consumer concerns.

Kans excels in the beauty market, benefiting from the rational consumption trend.

1. In 2024, Kans reported revenue of ¥5.591 billion, with a 14.3% growth in H1 2025 to ¥3.344 billion. GMV on multiple e-commerce platforms grew over 20%.

2. The rise of "ingredient-focused" and "testing-conscious" consumers is pushing brands toward technical competition, with Kans gaining market recognition through R&D investment.

Brands can learn from Kans’ crisis management and market strategies, focusing on consumer trends and R&D.

1. Brand marketing: Kans handled negative publicity through official statements and self-inspections, building consumer trust and emphasizing engagement with media and customers.

2. Product R&D: Kans established the Shanghai Beauty Science Committee, with over 300 researchers dedicated to peptide studies and synthetic biology, collaborating with universities and hospitals to enhance technical competitiveness.

3. Consumer trends: Rational consumption is reshaping market dynamics, forcing brands to shift from traffic-driven to technology-driven strategies—Kans is a prime beneficiary.

4. User behavior: Growing influence of "testing-conscious" consumers is impacting brand selection, urging greater product transparency and standards.

Sales data and channel insights.

1. Kans’ 2025 H1 revenue grew 14.3%, with online GMV up over 20%, demonstrating strong performance amid channel evolution.

2. The founder emphasizes long-termism, a multi-brand strategy, and R&D investment as core to brand building.

Sellers should monitor policy risks and growth opportunities amid shifting consumer behavior.

1. Policy interpretation: China’s NMPA banned EGF as a cosmetic ingredient in 2019; violations pose regulatory risks, as highlighted by the Kans incident.

2. Growth markets: While the broader beauty sector faces pressure, Kans’ H1 2025 revenue rose 14.3%, indicating resilience, especially online.

3. Evolving demand: Rational consumption and "testing-conscious" shoppers are reshaping preferences; sellers should prioritize technically advanced products.

Crisis response and key takeaways.

1. Risk alert: False positives in testing can trigger brand disputes; sellers must carefully select suppliers and testing methods.

2. Opportunity: Kans’ proactive R&D and self-inspection mechanisms boosted credibility—sellers can emulate this to enhance trust.

3. Emerging models: Leading brands are raising industry standards; sellers can explore collaborations, such as tech partnerships or channel innovation.

Factories should focus on production demands and tech-driven innovation.

1. Production and design: The Kans EGF incident underscores the need to avoid banned ingredients like EGF and address false positives caused by complex cosmetic matrices.

2. Business opportunities: Kans’ R&D investments (e.g., peptide research) enhance competitiveness; factories can boost innovation to meet rational consumption demands.

Digital and e-commerce insights.

1. Intensifying tech competition and Kans’ sales growth (online GMV >20%) highlight the need for factories to advance innovation and e-commerce channels.

2. Kans’ university collaborations exemplify how external partnerships can elevate product development—a model factories can adopt.

Service providers should address industry pain points and align with trends.

1. Industry trends: Rational consumption and "testing-conscious" consumers are highlighting testing limitations; the Kans case reveals inadequate industry standards.

2. New technologies: ELISA methods are prone to false positives in cosmetics; the China Fragrance and Cosmetic Association notes a lack of specialized testing—creating opportunities for new tools.

Client pain points and solutions.

1. Pain points: Brands face inconsistent testing risks and consumer safety concerns; providers must offer reliable certification services.

2. Solutions: Kans’ self-inspection approach can be mirrored through traceability or compliance consulting to help clients mitigate risks.

Platforms must balance commercial needs and risk management.

1. Brand demands: Brands like Kans need platform support to clarify disputes; platforms can offer credibility, recruitment opportunities, and emphasize tech-driven products.

2. Risk avoidance: False-positive testing risks require robust review mechanisms to avoid involvement in similar incidents; leading brands’ standards offer guidance.

Platform operations and trends.

1. Merchant recruitment: Kans’ >20% online GMV growth signals opportunities to attract tech-focused brands aligned with rational consumption.

2. Operational management: Rapid channel shifts require platforms to adapt to "ingredient-focused" preferences and ensure product authenticity.

Researchers can explore industry dynamics and policy implications.

1. Industry trends: EGF testing disputes (e.g., with brands like ReFa and Winona) highlight methodological gaps, as cosmetic matrix interference causes inconsistent results.

2. Policy suggestions: While China’s NMPA bans EGF, enforcement challenges persist; research could advocate for improved testing standards or regulatory refinements.

Business models and insights.

1. Business strategy: Kans’ multi-brand approach, R&D investments, and university collaborations exemplify how leading firms drive industry standards and accountability.

2. Research implications: Amid rational consumption, tech competition is intensifying; studies could explore balancing innovation with risk management.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

“成分党”“检测党”力量迅速崛起左右美妆市场竞争逻辑,倒逼品牌从“玩流量”转向“卖技术”。

【亿邦原创】12月27日,知名美妆品牌韩束在微博发布声明,称旗下所有产品均未添加人表皮生长因子(EGF)成分。事件的起因是,央视财经《经济半小时》报道称,在韩束丰盈紧致精华面膜和韩束嫩白透亮面膜中,分别检测出0.07pg/g和3.21pg/g的表皮生长因子。

表皮生长因子是一种改善和修复皮肤细胞的多肽分子,在医学上主要用于烧伤和创伤等的修复,相关研究曾斩获诺贝尔奖。但其分子量较大,难被正常皮肤屏障吸收,甚至可能引发过度增殖、免疫反应等。

2019年,国家药监局发布的《化妆品监督管理常见问题解答(一)》明确规定,不得将EGF作为化妆品原料。韩束称,2025年11月,上海市药品监督管理局稽查局已做过现场核验与检测,双向送检结果均显示:未添加人表皮生长因子成分。

对化妆品EGF检测各执一词,这并非首例。此前,可复美、薇诺娜、理肤泉、SK-Ⅱ等品牌产品均被爆检出EGF,但品牌送检结果与第三方机构不一致。对此,多位专业人士公开表示,可能是酶联免疫法(ELISA)的假阳性所致。

比如按照中国香妆协会的说法,目前尚无专门针对化妆品EGF检测的方法和试剂,多数采用酶联免疫法。然而化妆品含表面活性剂、防腐剂等复杂基质,会干扰抗原抗体结合,导致检测限升高,且假阳性率激增。

对媒体报道引发部分消费者额担忧,韩束表示虚心接受媒体的监督与审视,认真倾听每一位消费者的心声,目前已启动全面自查与追溯程序。事实真相或许有待进一步调查,但头部企业显然并不应止步于澄清事实。

韩束是上美股份主力品牌,2024年销售收入55.91亿元,位列国货美妆增速第一、营收第二。2025年,美妆整体承压,渠道变革加速,科技竞争加剧,韩束销售收入却创新高,上半年33.44亿元同比增14.3%,多个线上平台GMV增速超过20%。

最近两年,一股“人家清醒”的理性消费浪潮在年轻人中蔓延,“成分党”“检测党”力量迅速崛起左右美妆市场竞争逻辑,倒逼品牌从“玩流量”转向“卖技术”。韩束,毫无疑问是这波浪潮的受益者。比如,他们曾多次公开宣称组建上美科学委员会,300多人围绕多肽研究、合成生物学和计算生物学、转化医学研发,还与多所大学和三甲医院合作,都赢得好评。

创始人吕义雄公开表示,做一家全世界优秀的化妆品公司,三大关键是坚持长期主义、多品牌战略布局和持续性地投入科研。市场审视头部品牌的,从来不是一时的销量或者争议,而是他们能用技术和标准把行业推多远。

文章来源:亿邦动力

广告
微信
朋友圈

这么好看,分享一下?

朋友圈 分享

APP内打开

+1
+1
微信好友 朋友圈 新浪微博 QQ空间
关闭
收藏成功
发送
/140 0