Interface journalist | Zhou Fangying

Interface News Editor | Lou Qinqin

On the occasion of the handover in late spring and early summer, the local beauty listed companies that have spent the cold winter have handed over their transcripts in the first quarter of 2022 and 2023.

As can be seen from the 2022 annual report, two domestic beauty companies, Proya and Betani, which are characterized by effective skin care, are still growing against the trend. In 2022, Polaiya’s revenue increased by 37.8% year-on-year to 6.39 billion yuan, and the net profit returned to the mother increased by 41.9% to 817 million yuan; Betaine’s revenue increased by 24.7% year-on-year to 5.01 billion yuan, and the net profit returned to the mother increased by 21.8% to 1.05 billion yuan.

These two local beauty groups are rising stars who broke the 5 billion yuan mark for the first time after shanghai jahwa, an "old-timer", and both of them take a single main brand as the main force of performance.

Polaiya brand accounted for more than 82% of the group’s total revenue for two consecutive years. Winona brand is the only main brand since Betani was founded, which has created a subdivision of sensitive muscle repair.

However, it is worth mentioning that although Betani still maintained a double increase in net profit of revenue under the situation of repeated epidemics in 2022, the growth rate slowed down significantly. In addition to the epidemic raid in 2020, Betani’s revenue and net profit have increased by more than 30% in the past five years.

In 2022, the epidemic situation repeatedly brought more obvious impact on local listed beauty companies such as shanghai jahwa, Marubi, Shuiyang and Shangmei, with their revenue declining by 3% to 26%, while the net profit returned to their mothers decreased by about 20% to 60%.

Marubi Co., Ltd. pointed out in the financial report that the transformation of online channels and the expansion of online self-operated business have led to the increase of various expenses and have an impact on net profit. During the period, Marubi’s revenue decreased by 3.1% year-on-year, net profit returned to the mother decreased by 29.7% to 170 million yuan, while sales expenses increased by over 100 million yuan. Among them, the main brand Marumi’s revenue decreased by 12.3% year-on-year, which obviously caused a big drag on the company’s performance.

Except for Marubi, the common problems of the above-mentioned companies are that the head effect of the main brands is not obvious, and the development volume of new brands is broken.

Taking Shangmei as an example, three brands, Kanshu, Yiye and Red Elephant, accounted for over 90% of the group’s performance, but all three brands experienced a revenue decline of 20% to 30%. Among them, Kans and Yiye are undergoing upgrading and transformation. For example, Yiye is now positioned as a pure beauty brand. The new brands developed by Shangmei in recent years, such as high muscle energy, extreme square and one page, are still in the market cultivation stage, and their coverage spans from mass to high-end, from personal care to maternal and child care, but the revenue benefit is not yet obvious.

Shuiyang Co., Ltd. said in the recent investor relations activities that a brand matrix of "2+2+n" has been formed at present. The newly acquired French high-end skin care brand EDB and the original main brand Yu Nifang are the first 2, the big water drops and the small confusion are the second 2, and N is some new brands. In the first quarter, except EDB and Royal Nifang, other brands still suffered some losses.

The opportunity to expand the segmentation field with new brands has become the consensus of beauty group. The aforementioned Polaiya and Betani, who are more resilient in the epidemic, are also trying to establish a second growth point.

In 2022, the single-brand revenue of Caitang, a cosmetics brand owned by Polaiya, exceeded 500 million yuan, which has doubled for two consecutive years, but there is still a big gap with the main brand of Polaiya, which is 5.2 billion yuan. Betaine launched a high-end anti-aging brand in 2022, trying to fill the gap in the high-end field for the group beyond Winona at the mass price.

From the financial reports and external information of local beauty groups, we can also find that the strategy of "big single product" and the development potential of online e-commerce in Tik Tok and Aauto Quicker are frequently mentioned.

During the period, Marumi shares combed the product structure and streamlined more than 200 SKUs. The company intends to promote the strategy of dividing canals and products. For example, online, the eye cream of star single product is the core, supplemented by the newly launched "big single product" such as anti-aging essence, while offline, the gift box set is the most important to enhance the in-store experience.

Shanghai jahwa, who has always focused on offline channels, said in the 2022 financial report that the company’s e-commerce channels continued to promote multi-platform layout, and gradually digested the past dependence on a single style of play, such as eliminating the impact of Tmall’s over-the-top loss, and achieved an overall growth of about 4%. Among them, the growth rate of interested e-commerce (Tik Tok, Aauto Quicker, etc.) exceeded 200%.

Together with the 2022 financial report, there are also good news that major local beauty groups have returned to growth in the first quarter and achieved recovery. The overall market data can also reflect the signal that the beauty industry is recovering.

According to the data of the National Bureau of Statistics, the total retail sales of cosmetics in the first quarter was 104.3 billion yuan, a year-on-year increase of 5.9%. In comparison, in March this year, the total retail sales of cosmetics reached the highest value in the past five years, with an increase of nearly 10%.

However, judging from the generally dull feedback of e-commerce promotion on Women’s Day on March 8th this year, it will take some time for the beauty industry to fully recover, and local cosmetics companies still need to be cautiously optimistic.

For Barcelona to sign Messi back, Messi’s first choice is to renew his contract with Paris, and his father will continue to meet with Campos. Although Barcelona has also made contact with Messi, and Barcelona President laporta confirmed that he had met with Messi’s father to discuss the possibility of Messi’s return, it is reported that the negotiations between the two sides have not made much progress. Considering the current economic situation in Barcelona, it is more difficult to sign Messi back, and there has not been any direct contact between laporta and Messi himself, and Barcelona has not made an offer for Messi.

In this year’s sci-fi movie Wandering Earth 2, the highly intelligent AI technology product MOSS, as a super quantum computer with artificial intelligence, has incomparably powerful computing power, and there are similar intelligent systems in the railway system to control the train to the second and accurately locate the train through powerful algorithms.

Image source @ vision china

Text | Most Words FunTalk, Author | He Yiran, Editor | Wang Fangjie

The Instagram startup duo is back.

Two thousand and twenty-threeIn February 2008, a model namedArtifactThe news software is quietly launched in the American app store.The operators behind the platform are the founders of Instagram, kevin systrom and Mike Craig.

The two founders announced the news on their personal Instagram account. Strom wrote: "Recently, machine learning has created many amazing things. We are very excited and are bringing it to this new application."

The only regret is that the official posts of the two founders have only a few thousand likes.

Indeed, Strom and Craig have been out of public view for too long.

Two012Year, online 1eightHarvest 3 next month000Ten thousand users, all employees only 1threePeople’s Instagram was used by Facebook with 1ZeroBillion dollars acquisition,Strom, founder and CEO of Instagram, gained a net worth of $400 million with this transaction.

In the next six years, Strom and co-founder Craig continued to be responsible for the operation of this photo social media within Facebook, and maintained a relatively high degree of independence and freedom.

With the number of Instagram users exceeding 1 billion, and the annual income exceeding 10 billion dollars, the user competition between Facebook and Instagram has become more and more acute. Zuckerberg wants to get involved in the operation of Instagram more and more, and the friendly and cooperative relationship between the two parties has gradually come to an end.

The scandal at Cambridge Analytica brought the differences of opinion on the table.Two018Nian 1ZeroIn June, Strom and Craig announced that they were leaving Facebook.

At that time, the two men thanked Facebook executives and the team along the way emotionally, but they also said interestingly: "When you decide to leave, you must have your own reasons."

In the statement, the two men also wrote: "We plan to take time out to explore our curiosity and creativity again.Creating new things requires us to take a step back to understand what motivates us and match it with the needs of the world. "

Just from the current situation of Artifact, this application of personalized news recommendation based on user behavior is not like an innovative product driven by curiosity and creativity. At least for now, it’s very much like today’s headline, a China APP that was born in the same year as Instagram.

01

Artifact is not a news software with content produced by creators, but a text-based social software with integrated content.The name of Artifact combines articles, facts and artificial intelligence., known as a flagship "AI personalized newsSocial application of "function.

After users register and log in, the platform will push a series of articles, including professional media organizations, personal account blogs, or fragmented thread content.

After the user clicks on the article of interest, the software will recommend new articles according to the user’s reading preferences and the length of stay. Users can also visualize their browsing preferences and encourage in-depth reading. At the same time, users can pay attention to their friends on the platform, browse the summaries of articles watched by friends and see the comments left by friends. The platform also has a private chat function for users to share their views.

According to foreign media reports, Strom and Craig began to discuss related ideas several years ago, especially after seeing the recent industry changes brought by machine learning, they thought it was time to act. The machine learning system that Strom relishes actually refers to the transformer system launched by Google in 2017, which is also one of the foundations of the recent hot AI chat robot ChatGPT.

Strom said that he used to be skeptical about the ability of machine learning systems to improve recommendations, but his experience in Instagram changed his view. He said: "Over the years, every time we use machine learning to improve the consumer experience, things will get better quickly."

It is reported that Artifact is developed by a team of seven people, many of whom have worked in Instagram.At present, Artifact has not received financing, mainly from the personal sponsorship of Strom and Craig.

Due to the success of Instagram, although the performance on the consumer side has not been brilliant in the past month, Artifact has attracted the attention of the industry. Foreign media compared it to a text-based TikTok or a more personalized Google Reader, and even called it a sneak attack on Twitter.

02

The media said that the Artifact sword refers to Twitter, and there may also be the origin of Strom’s personal experience behind it.

In fact, he is not a computer major, but a management science and engineering major at Stanford University. During his college years, Strom got the opportunity to enter the summer internship of Odeo in a project that the college cooperated with venture capital companies, and Odeo was the predecessor of Twitter. During this period,Strim met Jack Dorsey and ivan Wilhemlms, the founders of Twitter, and it is said that he also discussed with Dorsey how to develop social application software.Perhaps there is a prototype of Instagram in the discussion.

Back at school, Strom began to conceive an application that integrated pictures and social functions. At this time, Facebook is already a social company rising in Ran Ran, with a market value of 500 million dollars, and it also hopes to continue to exert its strength in the photo agency.

At that time, Zuckerberg invited Strom to join, but after consulting the teacher, Strom was skeptical about the prospects of this emerging platform and joined Google’s acquisition department after graduation. After working for 2 years, he started his entrepreneurial journey.

October 2009, StromLBS social application developed using web pagesBurbnrelease; be online, get $500,000investment.In 2010, Craig joined as a technical partner and Instagram officially came out.

It can be said that Strom’s interest has always been around social applications, and it has been changing with the development of the industry. With the strong rise of Tik Tok in the world, he re-examined the weaknesses of the existing platform.

Twitter and Instagram are based on users’ attention to recommend platform content, but this method obviously does not meet the personalized needs of consumers. After all, the most important thing to pay attention to is the user’s own behavior.

Strom believes that now is the right time, not only to seize the new wave of consumer technology development, but also to find a way to combine with social platforms in the new wave, and he and Craig have been doing product design from the customer’s point of view.

of course，In the era when short videos are just popular, it is a bit old to pick up text social software again. And the regression text is the discovery point after they explore life.As more and more users are tired of lively short videos, and users have a need to return to the basics of social media, the experience brought by words is still irreplaceable.

To some extent, Twitter is still the most famous social media focusing on text content, and it is also an important carrier for many users to get news and express their personal opinions. Due to the entry of Musk, the wayward reform of the world’s richest man has made many old users feel tired, especially those who like to post serious views on politics, economy and TMT on Twitter in the Doce era. They want to have a more suitable platform.

The emergence of Artifact can just catch this part of users. Although the absolute scale of opinion leaders is not necessarily large, these bloggers who publish original comments and opinions have a great influence on news dissemination and are expected to attract higher attention.

At the same time,Strim said that the platform will filter false news, maintain a neutral attitude and strive to provide users with high-quality content.. "One of the problems facing technology recently is that many companies are unwilling to make subjective judgments based on quality and whether it is conducive to human progress. Just make a decision based on the merits, no matter how difficult it is. " Obviously, he knows that the outside world is worried that the Facebook Cambridge analysis scandal will be staged again.

03

2022 was a traumatic year for technology companies, and most companies suffered setbacks. For the duo who have no life pressure, starting a new business in this period may ruin their reputation, and the challenges they will face before starting again may exceed expectations.

Spending your own money is actually a taboo for starting a business, but for Strom and Craig, it is possible to win the support of investors and make compromise adjustments at this stage. It is better to rely on past successful results to ensure that the products are completely in line with personal plans.

At present, the two people hold a more positive and optimistic attitude. After all, their past resumes give them confidence to attract investors.

If you just make a small and beautiful application that meets the needs of users, the strength of the duo is enough, but for investors, the business model may become a hurdle.

ChatGPT’s popularity lies in bringing more accurate content than users expected, which makes users willing to use more accurate information and provide more productive paid versions. Backed by Microsoft, ChatGPT is bound to impact the online advertising business of Google search, although the specific implantation mode remains to be explored.

Judging from the benchmark Tik Tok,Previously, short news applications in the United States once set off a wave for a while, but the popularity soon went down. After all, large media companies and news platforms in the United States have their own subscription software, and it is difficult for integrated software to reach an agreement with every company on copyright issues, and it is also difficult to attract advertisers naturally.

There is a good saying, in essence, all the money-making modes of the Internet can be attributed to the mode of selling goods. The waterloo of news applications makes the outside world doubt the profit prospect of Artifact. It may be difficult for users to stay on the platform for a long time just by providing links to articles.If we can gain a foothold in the highly competitive market,Does Artifact develop a subscription payment model or attract advertisers to try to embed it in the text?

Making profits is not the duo’s strong point.

Before Facebook’s acquisition, Instagram itself didn’t make any profit, even though the platform online celebrity was already making money. Although Strom and Craig have maintained their dominance of the platform during their six years on Facebook, from the perspective of commercialization and profitability, perhaps the executives appointed by Zaza and Sandenberg have brought more changes. Since 2018, Instagram has introduced the checkout function and short video service, and exerted its strength at both ends of advertising and e-commerce.At present, Instagram has surpassed Facebook in revenue and is the biggest cash cow of Meta.

As a text-based social big brother, Twitter’s commercialization process has been slow for many years, and it can only rely on the small advertising business, which makes Musk, who has always been rampaging, quite a headache.

"The former family came to the resort and lived in the Disney Hotel. This time, I found a new spa street, and I tried this. Multi -sclerosis. Tang, who comes from Xishuangbanna, said" All Japanese style, very good Essence ""

On July 23, it was officially opened on the blooming soup million Qifeng Street, and Shanghai International Tourism Resort. As the country’s first "hot spring resort town", it is very suitable for resort to be a unique Japanese style and add unique Japanese style. This also means that most citizen tourists have leisure choices in resort.

Jiletang Million Shudu Street is located in a bookstore shopping village near 99 Shendi East Road. It is located in Shanghai Lavender Park with a total floor of about 18,000 square meters. This is a multi -functional complex integrated leisure, entertainment, catering, shopping.

It is reported that Jile Million Wo Wo Hot Spring Street is a 10-storey-floors. The Japanese hot spring brand "Company Nam Co., Ltd." 10th store in China, it is also its first store "Million Stone" Essence

Unlike the "Urban Hot Spring" models of other BLISS Tangmen stores, Extreme Le Tang Million Peak Street includes Japanese hot spring venues, Japanese cuisine, pure Japanese collapsed rice rooms, Japanese garden landscapes and courtyards, and so on. Bring new foam and holiday experience to consumers.

According to reports, Tang’s water in each soup hall in the temple Tang million SHUM Hot Spring Street is from the "Silver Decoction" natural hot spring water, in Shaxi, Taicang. "Fluoro" hot springs are rich in "iron acid". Happy soup will also be based on different seasons. Give public tourists more experience in bubble soup. Also, 4 private soup rooms were designed. Each decoration style is different. Outdoor scenery, suitable for family, friends gathering.

The person in charge of the headquarters street engineering operation, "One Tie 20" is a holiday method for traditional Japanese hot spring tourism. Refers to one night, enjoy two meals. Therefore, unlike other happy soup projects, this is a "hot spring resort town", which is a "hot spring holiday town". There are a variety of rooms, more than 20 rooms, for tourists to stay here and enjoy the Japanese SPA resort.

Also, "Three Tea Butterfly House" in Kim Experience Store, "Hyja Island" in Japanese restaurants, Japanese brand pharmaceutical cosmetics shop "Loyal Qiliac Tang" and other companies have opened the door. Three tea butterfly huts, tourists can experience various clothes and experience Japanese traditional culture.

Beijing tourist Zhang Yang took away the happy soup million Shi Hot Spring Street. In the first time, my name was "Three Tea Butterfly House". "I wore Disney Paradise to watch the fireworks last night. It was very interesting. I haven’t experienced clothes before going to Japan. This time, I also gave my regret at that time." The leaders of the three tea butterflies told reporters that the Japanese tea ceremony will be launched next year, one Fragrant experience, and so on. Continuous consumer experience.

Fortunately, in Unicolands, they gathered in many cosmetics, special foods, and so on. Bring a one -stop shopping experience to consumers; all -day restaurant administrative kitchen, full Japanese restaurant. Visitors can enjoy pure Japan and concessions.

It is reported that the temple Tang million SHINK Spring Street began on July 15th. However, the hot spring street soup is only open to the accommodation guests. The private soup house is not open.

Hong Wei introduced that during the trial operation, the room was almost every day in the hot spring street. The concept of peace, "sincerity, no stain" standards of "we will use the safety, remember" standards, and various services have been continuously improved, bringing consumers to consumers A better experience. "

The relevant person in charge, Shendi Group, said that the THATEXTREMELY on the street, allowing the Shanghai International Tourism Resort to have a unique Japanese style. "I hope that citizens of the garden, hot spring holidays, such as home Express Hotel, have gained a new leisure and entertainment experience here. Subsequently, we will continue to launch more high -quality projects.

Editor Zhang Qi

Responsible editor Liu Xinwei

Picture source Xinyiqi

View Author: Pudong Observation

When it comes to the name of Mi Chunlei, many friends may not be familiar with, but in the real estate circle and financial circle in Shanghai, Mi Chunlei is definitely a "big guy". In addition, Mi Chunlei also married CCTV’s "Huadan" Dong Qing, who has become a hot topic for a period of time.

An announcement of the Shanghai Stock Exchange’s "Prosecution Notice" was announced again, and Michuna pushed Michun to the forefront. According to the company’s board of directors, Michun Lei has been lost for a long time. The 25 -year -old became a "successful person" of billionaires. The road seemed to have reached the end. What about it?

1. Mysterious Midchun Lei

Lanhai Medical was exploded by the Shanghai Stock Exchange’s "Prior Notice of Termination of the Company’s Stock Listing", and*ST Haizheng is about to face the delisting treatment. From the perspective of operating performance, Lanhai Medical has suffered major losses for three consecutive years. At the end of 2019, the net profit after deduction of unless recurring profit or loss was -191 million, and by 2021, the scale of this loss had expanded to -319 million.

It can be said that the delisting of Lanhai Medical is expected, but this incident has led to the "dense spring thunder loss" incident that the public is more concerned about. The chairman of Lanhai Medical Michelon is absent from the company’s annual report meeting. In fact, since the beginning of this year, Mi Chunlei has been mysteriously lost, and the whereabouts are unknown.

It is rumored that Michimi has been taken by the Economic Investigation Department as early as the end of December 2021, so Mi Chunlei could not show up in public. As for why I take control of Miyanglei, it is likely to be related to Shanghai Life, which was established in 2015.

According to data from the "Hurun Rich List" in 2020, Michri’s personal value reached 10.3 billion. In fact, as early as 25 years old, when Mi Chunlei established Shanghai Zhongying Enterprise Development Co., Ltd., his net worth has exceeded 100 million! However, the experience of the billionaire is very mysterious, and I am also relatively low -key. The reason why it can achieve such achievements is generally believed to be inseparable from the support of "noble people". What is the family of Michuna’s birth?

Second, genius entrepreneurs

According to public information, Michuna, born in 1978, is from Shanghai. The family is average. There is no particularly strong background. After graduating from Tongji University’s civil engineering major, the first bucket of gold was accumulated through transportation. And his father invested 50 million in 2003 to establish Shanghai Zhongying, the main business was real estate development.

In Shanghai, which was gold, Michuna quickly accumulated a huge amount of capital through the real estate business, and began to fully expand the company’s business. The business territory of the blue ocean is mainly divided into 3: real estate, medical care and finance.

In 2015, Mi Chunlei established Shanghai Life with Shanghai Electric, Shanghai Urban Investment, and Zhonghai Group. Michimi accounts for 20%of the shares, and continues to open its own investment expansion through huge amounts of funds absorbed by insurance companies. However, due to the phenomenon of unclear equity and business losses at the beginning of Shanghai Life, Shanghai Life has attracted the attention of the Insurance Regulatory Commission in 2015.

Later, the company under Michuna suffered a crisis of funds, and in 2020, it showed a comprehensive expansion. In addition, the news that Dong Qing was listed on the sale of US luxury homes to repay the debt.

So, how does Mi Chunlei and Dong Qing fall in love?

Third, the controversial sister and brother love

Dong Qing was 5 years older than Michun Lei. The first meeting of the two was during the Spring Festival of 2009. At the Shanghai Entrepreneur Association, Dong Qing attracted the eyes of Mi Chunlei as the host. Her pursuit of fiery.

Soon, Mi Chunlei captured the beauty of the beauty, but this relationship was unacceptable. During the pursuit of Dong Qing, Mi Chunlei was married, and his wife Jin Jing was a primary school teacher in Shanghai. In 2013, Mi Chunlei officially divorced Jin Jing and married Dong Qing the following year. On the Internet, he also reported that Dong Qing went to study in the United States in 2014, which was actually a child.

This marriage between the two seemed to be more like a equal transaction from two people of the same status to the outside world. Mi Chunlei fancy Dong Qing’s beauty and fame, and Dong Qing fell in the wealth of Mi Chunlei. Some people think that the two really love each other. There are divergent opinions, but there is no doubt that Dong Qing’s giants and the road may have to draw a sentence.

Summarize

As a mysterious and low -key entrepreneur, the loss of Michun Lei left a lot of room for guessing the outside world. But it is certain that it must not be a good thing for him. For Dong Qing, if he really fits the wealth of Mi Chunlei with him, her wealth dream may really break.

What do you think about this?