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上美股份印尼工厂奠基 全球化战略落子东南亚

龚作仁 2026-08-23 11:01
龚作仁 2026/08/23 11:01

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本文核心信息围绕上美股份印尼工厂奠基事件展开,整理核心干货内容如下:

1. 核心事件:2026年8月21日,上美股份SCC印尼工厂在印尼肯德尔经济特区奠基,印尼多方政府代表出席,标志着上美全球化战略进入实质性落地阶段。

2. 项目基本情况:工厂一期设计日产能50万瓶,计划2027年7月投产,投产后可支撑上美东南亚市场30亿年销售目标,是上美全球供应链版图的第三个核心节点。

3. 企业发展思路:上美从2016年开始布局海外,2024年将全球化升为顶层战略,坚持长期主义,不走简单出口路线,选择自建海外供应链扎根当地,目前虽短期业绩波动,但7、8月已重回增长,目标冲刺世界级美妆集团。

本文为想要布局全球化的美妆品牌提供了可参考的战略经验,相关干货整理如下:

1. 出海战略参考:上美选择扎根当地的长期布局路线,拒绝简单产品出口,以供应链出海+海外品牌并购双路径推进,愿意承受短期利润波动,换取全球化供应链、多品牌矩阵、科研人才等长期竞争壁垒,符合当前中国美妆出海的发展趋势。

2. 区域布局参考:东南亚已经成为中国美妆出海的核心增量市场,上美布局印尼本土化产能支撑30亿年销售目标,且项目获得印尼当地政府多部门支持,政策环境友好,值得想要出海的品牌参考布局方向。

3. 战略落地节奏:上美从2016年布局海外研发开始,逐步搭建跨境发货、仓配、客服体系,再到落地自建产能,逐步推进的节奏也给品牌提供了实操参考。

对于想要切入东南亚市场的美妆出海卖家,本文整理出相关机会与实操参考干货如下:

1. 市场机会提示:东南亚美妆市场需求旺盛,是当前中国美妆品牌出海的核心增长市场,上美提前布局本土化产能支撑30亿年销售目标,说明该市场仍有较大的增长空间,是值得卖家切入的增量市场。

2. 出海路径参考:上美扎根当地本土化布局的思路获得了当地政府支持,相比简单出口,长期布局本土化的供应链、服务体系,更能降低长期运营成本,提升竞争力,适合想要做长期生意的卖家参考。

3. 风险提示:全球化布局是长期过程,上美也经历了短期业绩波动,提醒卖家需要做好长期投入的准备,不要追求短期快速获利,同时头部品牌布局东南亚也给中小卖家带来了配套合作的机会。

对于美妆生产企业,本文整理出相关商业机会与转型启示干货如下:

1. 市场需求变化:中国美妆品牌出海已经从早期的国内生产出口,转向海外本土化生产,头部品牌如上美已经开始自建海外生产基地,说明出海品牌对海外本土化生产的需求正在快速提升,给国内生产企业带来了新的商业机会。

2. 出海布局参考:上美印尼工厂落地获得印尼当地多政府部门支持,说明东南亚设厂的政策环境友好,项目按销售目标规划产能,一期日产能50万瓶支撑30亿销售额,产能规划思路也值得出海设厂的生产企业参考。

3. 转型启示:国内美妆工厂可以跟随出海品牌的步伐,要么跟随品牌走出去布局海外产能,承接品牌的海外生产订单,要么和出海品牌合作拓展业务,抓住品牌出海的风口,实现自身业务增长。

对于服务美妆出海的各类服务商,本文整理出行业趋势、客户痛点与业务机会干货如下:

1. 行业发展新趋势:中国美妆品牌出海已经进入深水区,从早期轻资产跨境卖货转向重资产本土化全链路布局,对服务商的需求也从流量运营、跨境物流转向本土化落地配套服务,行业迎来新的发展阶段。

2. 客户核心痛点:出海品牌想要长期扎根东南亚,需要解决海外设厂、合规对接、本地供应链配套的问题,简单的出口模式无法支撑大规模销量,品牌急需能够对接当地资源、提供落地配套服务的合作伙伴。

3. 新业务机会:服务商可以拓展东南亚设厂咨询、政企资源对接、产能配套、本地供应链管理等新业务,匹配头部品牌全球化布局的需求,抢占新的市场增长点,拓展自身业务边界。

对于布局美妆出海业务的平台商,本文整理出相关需求、运营方向与风险提示干货如下:

1. 品牌的新需求:当前头部出海美妆品牌已经不满足于平台提供的流量销售服务,需要平台提供本土化产能落地、供应链配套、政企资源对接等配套服务,帮助品牌完成全链路本土化布局,平台需要适配新的需求升级服务。

2. 招商与运营方向:东南亚是当前中国美妆品牌出海的核心热点区域,大量品牌有布局需求,平台可以针对性推出东南亚专项招商计划,对接当地工业园区、政府资源,帮助品牌落地,吸引更多品牌入驻。

3. 风险规避提示:品牌全球化布局是长期过程,会出现短期业绩波动,平台合作时需要关注品牌的长期价值与硬实力,不要仅以短期业绩评判品牌,规避概念炒作带来的合作风险。

本文展现了中国美妆品牌全球化发展的最新动向,为产业研究提供了新的案例与方向,相关干货整理如下:

1. 产业新动向:中国美妆品牌出海已经完成从产品出口到全球化全链路布局的升级,头部品牌不再满足轻资产跨境卖货,开始投入真金白银搭建海外自有科研、供应链体系,本土化生产成为新的发展趋势,标志着中国品牌出海进入新阶段。

2. 新商业模式探索:上美采用供应链出海+海外品牌并购的双路径,以短期利润波动换取长期竞争壁垒,这种模式是中国头部品牌从国内走向世界级集团的新探索,为研究中国品牌全球化提供了全新的典型案例。

3. 研究启示:中国品牌的世界级地位不是等来的,是靠长期投入拼出来的,这一新动向也说明,相关层面可以出台更多支持政策,助力中国品牌出海落地,值得产业政策研究层面关注。

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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

This article centers on the groundbreaking of CHICMAX Group’s SCC Indonesia factory, with key takeaways as follows:

1. Core Event: The SCC Indonesia factory in Kendal Industrial Estate held its groundbreaking ceremony on August 21, 2026, with multiple Indonesian government representatives in attendance. This marks the substantive implementation stage of CHICMAX’s globalization strategy.

2. Project Basics: The first phase of the facility has a designed daily production capacity of 500,000 bottles, and is scheduled to start operation in July 2027. Once operational, it will support CHICMAX’s 3 billion yuan annual sales target for the Southeast Asian market, becoming the third core node of CHICMAX’s global supply chain network.

3. Corporate Development Roadmap: CHICMAX first started its overseas layout in 2016, elevated globalization to its top-level strategy in 2024, and adheres to long-termism. Instead of pursuing a simple export model, it chose to build its own overseas supply chain to establish local roots. While the company experienced short-term performance volatility, it returned to growth in July and August, and targets becoming a world-class beauty group.

This article compiles actionable strategic insights for beauty brands planning to go global, as follows:

1. Global Expansion Strategy Reference: CHICMAX pursues a long-term localization-focused route instead of pure product export, advancing globalization through a dual path of local supply chain construction plus overseas brand M&A. It is willing to absorb short-term profit fluctuations in exchange for long-term competitive moats including a global supply chain, multi-brand portfolio, and local scientific research talent. This approach aligns with the current development trend of Chinese beauty brands going overseas.

2. Regional Layout Reference: Southeast Asia has become the core growth market for Chinese beauty brands expanding overseas. CHICMAX’s localization-focused production capacity in Indonesia, which is designed to support a 3 billion yuan annual sales target and has received support from multiple local government departments, reflects a friendly policy environment. This makes Indonesia a valuable reference for the layout direction of brands looking to expand overseas.

3. Strategy Implementation Pace: Starting from overseas R&D setup in 2016, CHICMAX gradually built out cross-border delivery, warehousing, and customer service systems before establishing local production capacity. This step-by-step approach provides practical operational reference for other brands.

For cross-border beauty sellers looking to enter the Southeast Asian market, this article summarizes relevant opportunities and practical insights as follows:

1. Market Opportunity Alert: The Southeast Asian beauty market has strong demand and is currently the core growth market for Chinese beauty brands going global. CHICMAX’s pre-emptive investment in local production capacity to support a 3 billion yuan annual sales target indicates the market still has considerable room for growth, making it a high-potential incremental market worth entering for sellers.

2. Global Expansion Path Reference: CHICMAX’s localized rooted layout strategy has won support from the local government. Compared with simple export, long-term investment in localized supply chain and service systems can reduce long-term operating costs and improve competitiveness, making it a suitable reference for sellers aiming to build a sustainable long-term business.

3. Risk Warning: Global expansion is a long-term process, and CHICMAX has also experienced short-term performance volatility. This reminds sellers to prepare for long-term investment and not chase quick short-term profits. Meanwhile, the expansion of leading brands into Southeast Asia also brings supporting cooperation opportunities for small and medium-sized sellers.

For beauty manufacturing enterprises, this article summarizes relevant business opportunities and transformation insights as follows:

1. Changing Market Demand: Chinese beauty brands’ overseas expansion has shifted from early domestic production + export to overseas localized production. Leading players like CHICMAX have already started building their own overseas production bases, which indicates that demand for localized overseas production from exporting brands is growing rapidly, bringing new business opportunities for Chinese domestic manufacturers.

2. Overseas Layout Reference: CHICMAX’s Indonesian factory project received support from multiple local Indonesian government departments, confirming the friendly policy environment for setting up factories in Southeast Asia. The project planned its production capacity in line with its sales target: 500,000 bottles of daily capacity in phase one to support 3 billion yuan in annual sales. This production planning approach is a valuable reference for manufacturers looking to set up facilities overseas.

3. Transformation Insights: Domestic beauty factories can follow the pace of exporting Chinese brands to capture growth opportunities: they can either expand overseas alongside brands to take on their overseas production orders, or partner with exporting brands to expand their business. This allows them to ride the wave of Chinese beauty brand globalization to drive their own business growth.

For all service providers supporting beauty brands going overseas, this article summarizes industry trends, client pain points and business opportunities as follows:

1. New Industry Development Trend: Chinese beauty brands’ overseas expansion has entered a deep-water stage, shifting from the early asset-light cross-border sales model to asset-heavy full-chain localized layout. Correspondingly, brands’ demand for service providers has shifted from traffic operation and cross-border logistics to localized on-ground supporting services, marking the entry of the industry into a new development stage.

2. Core Client Pain Points: For brands aiming to establish long-term roots in Southeast Asia, they need to solve pain points including factory construction, regulatory compliance connection, and matching with local supply chains. The simple export model cannot support large-scale sales, so brands urgently need partners that can connect local resources and provide on-ground supporting services.

3. New Business Opportunities: Service providers can expand into new business lines such as Southeast Asian factory setup consulting, government-enterprise resource connection, production capacity matching, and local supply chain management to meet the demand of leading brands for global layout. This allows them to capture new growth points and expand their own business boundaries.

For e-commerce platforms developing cross-border beauty business, this article summarizes changing brand demand, operational directions and risk warnings as follows:

1. Evolving Brand Demand: Today’s leading exporting beauty brands are no longer satisfied with just traffic and sales services from platforms. They now require supporting services such as localized production capacity implementation, supply chain matching, and government-enterprise resource connection to help complete full-chain localized layout. Platforms need to upgrade their services to adapt to these new demands.

2. Sourcing and Operational Direction: Southeast Asia is currently the core hotspot for Chinese beauty brands going global, with a large number of brands seeking local layout. Platforms can launch targeted Southeast Asia-specific recruitment programs, connect brands with local industrial parks and government resources to help them establish local operations, and attract more brands to join the platform.

3. Risk Mitigation Warning: Brand globalization is a long-term process that will bring short-term performance fluctuations. When partnering with brands, platforms should focus on brands’ long-term value and core strengths rather than judging them solely by short-term performance, to avoid cooperation risks brought by concept hype.

This article presents the latest developments in the globalization of Chinese beauty brands, and provides new cases and research directions for industrial research, with key takeaways as follows:

1. New Industrial Trend: Chinese beauty brands’ overseas expansion has completed an upgrade from pure product export to full-chain global layout. Leading brands are no longer satisfied with asset-light cross-border sales, and are now investing substantial capital to build their own overseas R&D and supply chain systems. Localized production has become a new development trend, marking that Chinese brand globalization has entered a new stage.

2. New Business Model Exploration: CHICMAX adopts a dual path of supply chain expansion plus overseas brand M&A, trading short-term profit fluctuations for long-term competitive barriers. This model is a new exploration for leading Chinese brands to transform from domestic players into world-class groups, and provides a brand-new typical case for researching Chinese brand globalization.

3. Research Implications: The global status of Chinese brands is not earned by waiting—it is built through long-term investment. This new trend indicates that relevant authorities can introduce more supportive policies to facilitate the on-ground expansion of Chinese brands overseas, which deserves attention from industrial policy researchers.

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.

2026年8月21日,上美股份SCC印尼工厂奠基仪式在印度尼西亚肯德尔经济特区举行。印尼经济特区(KEK)、肯德尔工业园区(KIK)、中爪哇省BPOM及三宝垄海关等多方政府代表出席并致辞,上美股份东南亚CEO胡杨代表公司致辞。这标志着上美股份海外产能布局迈出关键一步,全球化战略进入实质性落地阶段。

据悉,SCC印尼工厂一期设计产能为每日50万瓶,计划于2027年7月建成投产。该基地将承担东南亚区域本土化生产职能,投产后可为上美股份东南亚市场30亿年销售目标提供产能与供应链支撑。相比简单的产品出口,上美选择自建海外供应链,以"扎根当地打持久战"的思路推进全球化布局。

上美股份的海外探索始于2016年设立海外研发中心,此后逐步完成跨境发货、海外仓配及本地客服团队的迭代升级。2024年,全球化战略正式升维为公司顶层战略。目前,上美已完成自建两大跨国科研中心和两大跨国供应链基地,印尼SCC工厂是其全球供应链版图的第三极。

日前,上美股份发布2026年上半年业绩预告,显示业绩短期略有波动,但7、8月已重回增长通道。业绩预告同日,创始人吕义雄发布内部信,强调将向世界级美妆集团发起冲刺,坚持真金白银投入、多品牌战略和长期主义不动摇。吕义雄在信中表示:"中国美妆品牌的世界级机会,从来不是等出来的,是靠长期投入、靠硬实力拼出来的。"

从中国头部迈向世界级美妆集团,上美正经历战略蓄力期。通过"供应链出海+海外品牌并购"双路径,上美以短期利润波动换取全球化供应链、多品牌矩阵及科研人才等长期竞争壁垒的搭建。SCC印尼工厂的奠基,正是这一战略从蓝图走向现实的关键节点,也是中国美妆品牌走向世界的标志性一步。

注:文/龚作仁,文章来源:Laborer,本文为作者独立观点,不代表亿邦动力立场。

文章来源:Laborer

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FAQ回顾

上美股份印尼SCC工厂什么时候投产?设计产能是多少?

上美股份SCC印尼工厂一期设计产能为每日50万瓶,计划于2027年7月建成投产,投产后将承担东南亚区域本土化生产职能,为其东南亚市场30亿年销售目标提供产能与供应链支撑。

上美股份的全球化战略布局是怎样的?

上美股份2024年将全球化战略升维为公司顶层战略,采用供应链出海+海外品牌并购双路径推进,目前已建成两大跨国科研中心、两大跨国供应链基地,印尼SCC工厂是其全球供应链版图第三极。

上美股份未来的发展目标是什么?

上美股份将向世界级美妆集团发起冲刺,坚持真金白银投入、多品牌战略和长期主义不动摇,以短期利润波动换取全球化供应链、多品牌矩阵及科研人才等长期竞争壁垒的搭建。

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