2024年8月美妆护肤行业深度盘点：财报季表现与新品趋势

2024年8月美妆护肤行业深度盘点：财报季表现与新品趋势

August 2024 Beauty & Skincare Industry Report: Financial Performance and New Product Trends

核心行业动态 | Key Industry Updates

8月30日，敷尔佳（301371.SZ）发布半年报，净利润达3.4亿元，与去年同期持平，展现稳定发展态势。
On August 30, Fuerjia (301371.SZ) released its semi-annual report with net profit reaching 340 million yuan, maintaining stable year-on-year performance.

8月19日，雅诗兰黛集团公布2024财年报告，受中国市场疲软影响，净销售额下降2%至156.1亿美元，净利润同比暴跌61%。
On August 19, Estée Lauder Companies reported a 2% decline in net sales to $15.61 billion for FY2024, with net profit plunging 61% due to weak Chinese market performance.

珀莱雅（603605）半年报显示营收增长37.9%至50.01亿元，净利润增长40.48%。
Proya (603605) reported 37.9% revenue growth to 5.001 billion yuan and 40.48% net profit increase in its semi-annual report.

贝泰妮（300957.SZ）上半年营收28.05亿元，同比增长18.45%，净利润增长7.5%。
Betaine (300957.SZ) achieved 2.805 billion yuan in H1 revenue, up 18.45% YoY, with net profit growing 7.5%.

美丽修行7月数据显示：彩妆/香水热度持续领跑，清洁类产品需求增长11.43%，保湿抗衰成分搜索量显著提升。
Meili Xiuxing July data shows cosmetics/fragrance remaining most popular, cleansing products demand up 11.43%, with anti-aging ingredients searches increasing significantly.

新品亮点 | New Product Highlights

8月30日，韩束推出"超频X肽系列"，采用创新多肽科技。
On August 30, Kans launched the "Hyperfrequency X-Peptide Series" featuring innovative peptide technology.

花皙蔻发布牡丹精华油，融合自然与科技护肤理念。
Florasis introduced peony essence oil, combining natural beauty with technological skincare concepts.

RNW如薇黑头鼻贴获2024中国好配方清洁产品大奖。
RNW blackhead nose strips won the 2024 China Good Formula Cleaning Product Award.

政策突破 | Policy Breakthrough

8月30日，全国首个美妆行业1039市场采购试点在广州美博城启动，助力企业拓展国际市场。
On August 30, China's first 1039 market procurement pilot for cosmetics launched at Guangzhou Beauty Expo City, helping companies expand globally.