新侠客行A
2.8k Posts
新侠客行A
Report
Block User
446 Following
671 Followers
908 Liked
Posts
·
--
Article
Estée Lauder Companies’ China region breaks RMB 20 billion: where does the 9% growth come from?By Future Trace (FutureBeauty) | Liu Jiaxui
Edited by Wu Sixin
Yesterday (August 19), Estée Lauder Companies released its fiscal 2026 performance report (2025.7.1–2026.6.30). Full-year net sales increased by 5%, and organic growth rose 3% to $15.049 billion (about RMB 101.2 billion).
(FBeauty Future Trace) found that this earnings report has three core highlights:
? For full fiscal year, Estée Lauder Companies’ revenue in China was $3.058 billion (about RMB 20.55 billion). It achieved 9% organic growth year over year, and continued to grow its market share in China for six consecutive quarters.
? Jo Malone London and TOM FORD achieved performance breakthroughs, joining the billion-dollar brand matrix (6 brands in total).
Estée Lauder Companies’ China region breaks RMB 20 billion: where does the 9% growth come from?
By Future Trace (FutureBeauty) | Liu Jiaxui
Edited by Wu Sixin
Yesterday (August 19), Estée Lauder Companies released its fiscal 2026 performance report (2025.7.1–2026.6.30). Full-year net sales increased by 5%, and organic growth rose 3% to $15.049 billion (about RMB 101.2 billion).
(FBeauty Future Trace) found that this earnings report has three core highlights:
? For full fiscal year, Estée Lauder Companies’ revenue in China was $3.058 billion (about RMB 20.55 billion). It achieved 9% organic growth year over year, and continued to grow its market share in China for six consecutive quarters.
? Jo Malone London and TOM FORD achieved performance breakthroughs, joining the billion-dollar brand matrix (6 brands in total).
Edited by Wu Sixin
Yesterday (August 19), Estée Lauder Companies released its fiscal 2026 performance report (2025.7.1–2026.6.30). Full-year net sales increased by 5%, and organic growth rose 3% to $15.049 billion (about RMB 101.2 billion).
(FBeauty Future Trace) found that this earnings report has three core highlights:
? For full fiscal year, Estée Lauder Companies’ revenue in China was $3.058 billion (about RMB 20.55 billion). It achieved 9% organic growth year over year, and continued to grow its market share in China for six consecutive quarters.
? Jo Malone London and TOM FORD achieved performance breakthroughs, joining the billion-dollar brand matrix (6 brands in total).
121
·
--
Estée Lauder: Market share has increased for six consecutive quarters in the Chinese mainland market(Source: Economic Daily)
Reprinted from: Economic Daily
The reporter learned from the Estée Lauder Group that the company has released its financial results for fiscal year 2026, including the fourth quarter and the full year. In fiscal year 2026, Estée Lauder fully implemented its strategic vision of “reimagining the beauty landscape,” achieving growth across regions worldwide and in nearly all categories. In particular, its market share in the Chinese mainland has increased for six consecutive quarters.
According to information, in the Chinese mainland market, Estée Lauder’s net organic sales increased by 7% in the fourth quarter and by 9% for the full year. In the fourth quarter, the group had 11 brands delivering retail sales growth in the Chinese mainland market, of which 6 achieved double-digit growth, reflecting an increasingly diverse growth profile across the brand portfolio.
Estée Lauder: Market share has increased for six consecutive quarters in the Chinese mainland market
(Source: Economic Daily)
Reprinted from: Economic Daily
The reporter learned from the Estée Lauder Group that the company has released its financial results for fiscal year 2026, including the fourth quarter and the full year. In fiscal year 2026, Estée Lauder fully implemented its strategic vision of “reimagining the beauty landscape,” achieving growth across regions worldwide and in nearly all categories. In particular, its market share in the Chinese mainland has increased for six consecutive quarters.
According to information, in the Chinese mainland market, Estée Lauder’s net organic sales increased by 7% in the fourth quarter and by 9% for the full year. In the fourth quarter, the group had 11 brands delivering retail sales growth in the Chinese mainland market, of which 6 achieved double-digit growth, reflecting an increasingly diverse growth profile across the brand portfolio.
Reprinted from: Economic Daily
The reporter learned from the Estée Lauder Group that the company has released its financial results for fiscal year 2026, including the fourth quarter and the full year. In fiscal year 2026, Estée Lauder fully implemented its strategic vision of “reimagining the beauty landscape,” achieving growth across regions worldwide and in nearly all categories. In particular, its market share in the Chinese mainland has increased for six consecutive quarters.
According to information, in the Chinese mainland market, Estée Lauder’s net organic sales increased by 7% in the fourth quarter and by 9% for the full year. In the fourth quarter, the group had 11 brands delivering retail sales growth in the Chinese mainland market, of which 6 achieved double-digit growth, reflecting an increasingly diverse growth profile across the brand portfolio.
79
·
--
Estée Lauder Re-returns to Growth in Fiscal 2026, with Fragrances Leading and the China Market ReboundingQ4 growth accelerated to 6%
On August 19, Estée Lauder Companies Inc. released its performance results for fiscal year 2026 ended June 30.
After experiencing a decline in revenue and significant losses in the previous fiscal year, the company re-achieved sales growth. Full-year net sales were $15.049 billion, up 5% year over year; organic net sales grew 3%. Operating profit was $780 million, compared with a loss of $785 million in the same period last year. The operating margin rebounded from -5.5% to 5.2%.
Growth further accelerated in the fourth quarter. From April to June, Estée Lauder’s net sales were $3.627 billion, up 6% year over year, with an organic increase of 5%. In the same period, operating losses narrowed from $390 million in the prior-year period to $39 million. Adjusted operating profit increased from $137 million to $267 million. Quarterly net loss was $116 million, significantly lower than the $546 million loss in the same period last year.
Estée Lauder Re-returns to Growth in Fiscal 2026, with Fragrances Leading and the China Market Rebounding
Q4 growth accelerated to 6%
On August 19, Estée Lauder Companies Inc. released its performance results for fiscal year 2026 ended June 30.
After experiencing a decline in revenue and significant losses in the previous fiscal year, the company re-achieved sales growth. Full-year net sales were $15.049 billion, up 5% year over year; organic net sales grew 3%. Operating profit was $780 million, compared with a loss of $785 million in the same period last year. The operating margin rebounded from -5.5% to 5.2%.
Growth further accelerated in the fourth quarter. From April to June, Estée Lauder’s net sales were $3.627 billion, up 6% year over year, with an organic increase of 5%. In the same period, operating losses narrowed from $390 million in the prior-year period to $39 million. Adjusted operating profit increased from $137 million to $267 million. Quarterly net loss was $116 million, significantly lower than the $546 million loss in the same period last year.
On August 19, Estée Lauder Companies Inc. released its performance results for fiscal year 2026 ended June 30.
After experiencing a decline in revenue and significant losses in the previous fiscal year, the company re-achieved sales growth. Full-year net sales were $15.049 billion, up 5% year over year; organic net sales grew 3%. Operating profit was $780 million, compared with a loss of $785 million in the same period last year. The operating margin rebounded from -5.5% to 5.2%.
Growth further accelerated in the fourth quarter. From April to June, Estée Lauder’s net sales were $3.627 billion, up 6% year over year, with an organic increase of 5%. In the same period, operating losses narrowed from $390 million in the prior-year period to $39 million. Adjusted operating profit increased from $137 million to $267 million. Quarterly net loss was $116 million, significantly lower than the $546 million loss in the same period last year.
62
·
--
Estée Lauder’s Global CEO: Over 50% of China business comes from online; 11 brands have entered Douyin, showing excellent performance 每经记者｜范芊芊????每经编辑｜王紫薇????
Estée Lauder’s Global CEO: Over 50% of China business comes from online; 11 brands have entered Douyin, showing excellent performance
每经记者｜范芊芊????每经编辑｜王紫薇????
82
·
--
Article
Turnaround to profit in the 2026 fiscal year! Estee Lauder Group CEO responds to its recovery in the Chinese market: online channel share exceeds 50%, and retail sales grew year over year in the last quarter for 11 brands Reporter｜Fan Qianqian???? Edited by｜Wei Wenyi????
Estee Lauder Companies achieved a turnaround to operating profit.
On August 19, Estee Lauder Companies disclosed its performance for the 2026 fiscal year (from July 1, 2025 to June 30, 2026), which is also the first fiscal year in which it separately disclosed its performance for Mainland China.
In the 2026 fiscal year, the Estee Lauder Companies overall net sales reached USD 15.049 billion, up 5% year over year, with operating profit of USD 780 million, turning loss into profit. Following the release of its results, the company’s stock price also surged on the U.S. market, closing on August 19 up more than 16%.
Turnaround to profit in the 2026 fiscal year! Estee Lauder Group CEO responds to its recovery in the Chinese market: online channel share exceeds 50%, and retail sales grew year over year in the last quarter for 11 brands
Reporter｜Fan Qianqian???? Edited by｜Wei Wenyi????
Estee Lauder Companies achieved a turnaround to operating profit.
On August 19, Estee Lauder Companies disclosed its performance for the 2026 fiscal year (from July 1, 2025 to June 30, 2026), which is also the first fiscal year in which it separately disclosed its performance for Mainland China.
In the 2026 fiscal year, the Estee Lauder Companies overall net sales reached USD 15.049 billion, up 5% year over year, with operating profit of USD 780 million, turning loss into profit. Following the release of its results, the company’s stock price also surged on the U.S. market, closing on August 19 up more than 16%.
Estee Lauder Companies achieved a turnaround to operating profit.
On August 19, Estee Lauder Companies disclosed its performance for the 2026 fiscal year (from July 1, 2025 to June 30, 2026), which is also the first fiscal year in which it separately disclosed its performance for Mainland China.
In the 2026 fiscal year, the Estee Lauder Companies overall net sales reached USD 15.049 billion, up 5% year over year, with operating profit of USD 780 million, turning loss into profit. Following the release of its results, the company’s stock price also surged on the U.S. market, closing on August 19 up more than 16%.
87
·
--
U.S. stock market unusual moves: Estee Lauder (EL.US) jumps more than 17% as fourth-quarter results beat expectationsOn Wednesday, Estee Lauder (EL.US) surged more than 17%, to $98.95. In terms of news flow, on August 19, Estee Lauder released its fourth-quarter fiscal results: adjusted earnings per share of $0.39, beating analysts’ consensus estimate of $0.32; quarterly revenue of $3.627 billion, surpassing the $3.543 billion consensus estimate.
The company’s CEO said growth has returned, with organic sales growth of 3% in fiscal year 2026, accelerating to 5% in the fourth quarter. The company reiterated that profit recovery aligns with its growth plan, with PRGP expected to be substantially completed by fiscal year 2027.
U.S. stock market unusual moves: Estee Lauder (EL.US) jumps more than 17% as fourth-quarter results beat expectations
On Wednesday, Estee Lauder (EL.US) surged more than 17%, to $98.95. In terms of news flow, on August 19, Estee Lauder released its fourth-quarter fiscal results: adjusted earnings per share of $0.39, beating analysts’ consensus estimate of $0.32; quarterly revenue of $3.627 billion, surpassing the $3.543 billion consensus estimate.
The company’s CEO said growth has returned, with organic sales growth of 3% in fiscal year 2026, accelerating to 5% in the fourth quarter. The company reiterated that profit recovery aligns with its growth plan, with PRGP expected to be substantially completed by fiscal year 2027.
The company’s CEO said growth has returned, with organic sales growth of 3% in fiscal year 2026, accelerating to 5% in the fourth quarter. The company reiterated that profit recovery aligns with its growth plan, with PRGP expected to be substantially completed by fiscal year 2027.
ELUS+5.99%
174
·
--
Article
Syngen Biotech, together with top brands such as Estée Lauder, releases the 《White Paper on siRNA Application Scenarios in the Consumer-Level Field》; siRNA skincare technology moves toward industrializationOn August 4, at the 2026 Sullivan Summit, a white paper bringing together global beauty conglomerates, leading domestic brands, and emerging efficacy-focused brands was officially released on-site: Syngen Biotech, together with Estée Lauder Group and Avène—along with Hanshu, Proya, Baitai Ni, Furinda, Oushiman, Fan Beauty Diary, Fan Wenhua, Ju Yi Group, Yushi Yan, Cistto Skin Vision, Kiehl’s, PMPM, and other dozen-plus leading domestic beauty brands—co-released (with the well-known consulting firm Sullivan) the 2026 siRNA white paper on application scenarios in consumer-grade fields, providing a complete breakdown of the technical logic, industry landscape, and future directions of small-nucleic-acid technology in the efficacy skincare track, and offering industry reference for innovative applications of nucleic-acid technology in efficacy skincare.
Syngen Biotech, together with top brands such as Estée Lauder, releases the 《White Paper on siRNA Application Scenarios in the Consumer-Level Field》; siRNA skincare technology moves toward industrialization
On August 4, at the 2026 Sullivan Summit, a white paper bringing together global beauty conglomerates, leading domestic brands, and emerging efficacy-focused brands was officially released on-site: Syngen Biotech, together with Estée Lauder Group and Avène—along with Hanshu, Proya, Baitai Ni, Furinda, Oushiman, Fan Beauty Diary, Fan Wenhua, Ju Yi Group, Yushi Yan, Cistto Skin Vision, Kiehl’s, PMPM, and other dozen-plus leading domestic beauty brands—co-released (with the well-known consulting firm Sullivan) the 2026 siRNA white paper on application scenarios in consumer-grade fields, providing a complete breakdown of the technical logic, industry landscape, and future directions of small-nucleic-acid technology in the efficacy skincare track, and offering industry reference for innovative applications of nucleic-acid technology in efficacy skincare.
367
·
--
When a brand talks only about spirit, but forgets “founder thinking”文｜美觉BeautyNEXT
In the beauty industry, “paying tribute to the founders” is one of the common narratives: those historical portraits, entrepreneurial anecdotes that are repeatedly mentioned, and key terms like “pioneering” and “craftsmanship” that are always emphasized are standard talking points for many high-end beauty brands with deep historical roots.
But few people dig deeper into the “heritage” that is repeatedly invoked—this actually contains two dimensions that are often confused with each other:
One is “founder spirit,” the belief foundation of a brand—its conviction to “do the right things.” Second is “founder thinking,” the decision logic behind how these beliefs are put into practice: “doing things the right way.”
When a brand talks only about spirit, but forgets “founder thinking”
文｜美觉BeautyNEXT
In the beauty industry, “paying tribute to the founders” is one of the common narratives: those historical portraits, entrepreneurial anecdotes that are repeatedly mentioned, and key terms like “pioneering” and “craftsmanship” that are always emphasized are standard talking points for many high-end beauty brands with deep historical roots.
But few people dig deeper into the “heritage” that is repeatedly invoked—this actually contains two dimensions that are often confused with each other:
One is “founder spirit,” the belief foundation of a brand—its conviction to “do the right things.” Second is “founder thinking,” the decision logic behind how these beliefs are put into practice: “doing things the right way.”
In the beauty industry, “paying tribute to the founders” is one of the common narratives: those historical portraits, entrepreneurial anecdotes that are repeatedly mentioned, and key terms like “pioneering” and “craftsmanship” that are always emphasized are standard talking points for many high-end beauty brands with deep historical roots.
But few people dig deeper into the “heritage” that is repeatedly invoked—this actually contains two dimensions that are often confused with each other:
One is “founder spirit,” the belief foundation of a brand—its conviction to “do the right things.” Second is “founder thinking,” the decision logic behind how these beliefs are put into practice: “doing things the right way.”
48
·
--
“Per-gram is more expensive than big brands”—where has the value-for-money of domestic beauty gone?By | See Beauty Industry, A Young Man of This Era
Edit | Lu Xucheng
Is domestic beauty still good value for money?
Many consumers, after shopping around and comparing prices, lamented: nowadays, many domestic beauty products are priced close to—or even higher than—international luxury brands, quietly transforming into “gram assassins.”
Consumer Zhao Na (a pseudonym) personally experienced this discrepancy. She compared several exfoliating products side by side: MOGE PING Exfoliating Cream (30ml) was 169 yuan, which works out to 5.63 yuan per milliliter; Caudalie (75ml) was 142 yuan, or just 1.89 yuan per milliliter; Aesop (75ml) was priced at 436 yuan, or 5.81 yuan per milliliter. After converting, within the same product category, MOGE PING’s unit-volume price is 2.9 times Caudalie’s, differing from Aesop by only 0.18 yuan.
“Per-gram is more expensive than big brands”—where has the value-for-money of domestic beauty gone?
By | See Beauty Industry, A Young Man of This Era
Edit | Lu Xucheng
Is domestic beauty still good value for money?
Many consumers, after shopping around and comparing prices, lamented: nowadays, many domestic beauty products are priced close to—or even higher than—international luxury brands, quietly transforming into “gram assassins.”
Consumer Zhao Na (a pseudonym) personally experienced this discrepancy. She compared several exfoliating products side by side: MOGE PING Exfoliating Cream (30ml) was 169 yuan, which works out to 5.63 yuan per milliliter; Caudalie (75ml) was 142 yuan, or just 1.89 yuan per milliliter; Aesop (75ml) was priced at 436 yuan, or 5.81 yuan per milliliter. After converting, within the same product category, MOGE PING’s unit-volume price is 2.9 times Caudalie’s, differing from Aesop by only 0.18 yuan.
Edit | Lu Xucheng
Is domestic beauty still good value for money?
Many consumers, after shopping around and comparing prices, lamented: nowadays, many domestic beauty products are priced close to—or even higher than—international luxury brands, quietly transforming into “gram assassins.”
Consumer Zhao Na (a pseudonym) personally experienced this discrepancy. She compared several exfoliating products side by side: MOGE PING Exfoliating Cream (30ml) was 169 yuan, which works out to 5.63 yuan per milliliter; Caudalie (75ml) was 142 yuan, or just 1.89 yuan per milliliter; Aesop (75ml) was priced at 436 yuan, or 5.81 yuan per milliliter. After converting, within the same product category, MOGE PING’s unit-volume price is 2.9 times Caudalie’s, differing from Aesop by only 0.18 yuan.
115
·
--
Article
【Company】With orders from more than 300 brands including Estée Lauder, this small factory turned itself around in 8 years to become a “hidden champion” in premium packaging(Source: Huayin Paper Box and Carton)
On July 21, in the production workshop of Jiangsu Henshang Packaging Technology Co., Ltd. in Chuanjiang Town, Tongzhou District, the machines roared and roared. A Heidelberg six-color printing press was running at high speed, and fully automatic die-cutting and hot stamping equipment carried out their tasks in an orderly manner. Front-line workers were concentrating on completing processes such as die-cutting, lining/affixing, and assembly. A batch of high-end gift boxes was being produced under tight timelines. This year, the company’s orders are booked out to two months later, creating a scene of both strong production and strong sales.
Eight years ago, this place was still a simple packaging workshop with only about 40 employees, two manual production lines, and an annual output value of just RMB 23 million; today, the company has a 50-mu modern industrial park, with more than 30,000 square meters of production and office space for its own use. During peak season, the workforce exceeds 300 people. It produces 60,000 sets of gift boxes and carrying bags per day, and more than 1 million cartons of various types per day. Annual revenue has climbed to nearly RMB 200 million. Its partner customers include more than 300 high-end brands at home and abroad such as Estée Lauder, Health and Longevity, LEGO, and Wedgwood, among others.
【Company】With orders from more than 300 brands including Estée Lauder, this small factory turned itself around in 8 years to become a “hidden champion” in premium packaging
(Source: Huayin Paper Box and Carton)
On July 21, in the production workshop of Jiangsu Henshang Packaging Technology Co., Ltd. in Chuanjiang Town, Tongzhou District, the machines roared and roared. A Heidelberg six-color printing press was running at high speed, and fully automatic die-cutting and hot stamping equipment carried out their tasks in an orderly manner. Front-line workers were concentrating on completing processes such as die-cutting, lining/affixing, and assembly. A batch of high-end gift boxes was being produced under tight timelines. This year, the company’s orders are booked out to two months later, creating a scene of both strong production and strong sales.
Eight years ago, this place was still a simple packaging workshop with only about 40 employees, two manual production lines, and an annual output value of just RMB 23 million; today, the company has a 50-mu modern industrial park, with more than 30,000 square meters of production and office space for its own use. During peak season, the workforce exceeds 300 people. It produces 60,000 sets of gift boxes and carrying bags per day, and more than 1 million cartons of various types per day. Annual revenue has climbed to nearly RMB 200 million. Its partner customers include more than 300 high-end brands at home and abroad such as Estée Lauder, Health and Longevity, LEGO, and Wedgwood, among others.
On July 21, in the production workshop of Jiangsu Henshang Packaging Technology Co., Ltd. in Chuanjiang Town, Tongzhou District, the machines roared and roared. A Heidelberg six-color printing press was running at high speed, and fully automatic die-cutting and hot stamping equipment carried out their tasks in an orderly manner. Front-line workers were concentrating on completing processes such as die-cutting, lining/affixing, and assembly. A batch of high-end gift boxes was being produced under tight timelines. This year, the company’s orders are booked out to two months later, creating a scene of both strong production and strong sales.
Eight years ago, this place was still a simple packaging workshop with only about 40 employees, two manual production lines, and an annual output value of just RMB 23 million; today, the company has a 50-mu modern industrial park, with more than 30,000 square meters of production and office space for its own use. During peak season, the workforce exceeds 300 people. It produces 60,000 sets of gift boxes and carrying bags per day, and more than 1 million cartons of various types per day. Annual revenue has climbed to nearly RMB 200 million. Its partner customers include more than 300 high-end brands at home and abroad such as Estée Lauder, Health and Longevity, LEGO, and Wedgwood, among others.
1
240
·
--
Article
100 days to go: Two beauty giants step up their efforts for the CIIE—two-way innovation playing a whole new gameCopied from: Yangtze Evening Post
On July 27, the ninth China International Import Expo (CIIE) entered a 100-day countdown to its opening. On the same day, two major international beauty groups—L’Oréal and Estée Lauder—released major signals of their strategic deployments. Since the first CIIE in 2018, L’Oréal has attended every year for nine consecutive years; on-site signings have also secured its seat for the 10th CIIE. This year marks Estée Lauder’s eighth appearance at “the National Exhibition and Convention Center (the ‘four-leaf clover’)”, coinciding with the group’s 80th anniversary. The company simultaneously unveiled skin-research achievements tailored to Chinese consumers’ skin needs to gear up for the expo. By leveraging the CIIE to introduce global new products, implement local smart manufacturing, and co-create through medical research and innovation, both groups will also export beauty technologies incubated in China to overseas markets. Their sustained commitment to the Chinese market also directly reflects the strong appeal of the CIIE’s open platform to foreign beauty companies.
100 days to go: Two beauty giants step up their efforts for the CIIE—two-way innovation playing a whole new game
Copied from: Yangtze Evening Post
On July 27, the ninth China International Import Expo (CIIE) entered a 100-day countdown to its opening. On the same day, two major international beauty groups—L’Oréal and Estée Lauder—released major signals of their strategic deployments. Since the first CIIE in 2018, L’Oréal has attended every year for nine consecutive years; on-site signings have also secured its seat for the 10th CIIE. This year marks Estée Lauder’s eighth appearance at “the National Exhibition and Convention Center (the ‘four-leaf clover’)”, coinciding with the group’s 80th anniversary. The company simultaneously unveiled skin-research achievements tailored to Chinese consumers’ skin needs to gear up for the expo. By leveraging the CIIE to introduce global new products, implement local smart manufacturing, and co-create through medical research and innovation, both groups will also export beauty technologies incubated in China to overseas markets. Their sustained commitment to the Chinese market also directly reflects the strong appeal of the CIIE’s open platform to foreign beauty companies.
On July 27, the ninth China International Import Expo (CIIE) entered a 100-day countdown to its opening. On the same day, two major international beauty groups—L’Oréal and Estée Lauder—released major signals of their strategic deployments. Since the first CIIE in 2018, L’Oréal has attended every year for nine consecutive years; on-site signings have also secured its seat for the 10th CIIE. This year marks Estée Lauder’s eighth appearance at “the National Exhibition and Convention Center (the ‘four-leaf clover’)”, coinciding with the group’s 80th anniversary. The company simultaneously unveiled skin-research achievements tailored to Chinese consumers’ skin needs to gear up for the expo. By leveraging the CIIE to introduce global new products, implement local smart manufacturing, and co-create through medical research and innovation, both groups will also export beauty technologies incubated in China to overseas markets. Their sustained commitment to the Chinese market also directly reflects the strong appeal of the CIIE’s open platform to foreign beauty companies.
66
·
--
Article
Ninety 100 Days Until the Ninth CIIE: Many “Old Friends” Keep Their AppointmentsAs an important window for China’s high-level opening-up, the CIIE provides a core stage for enterprises to showcase new technologies and new products. On July 27, at the 100-day countdown to the ninth CIIE, the launch ceremony for the recruitment of exhibitors for the tenth China International Import Expo was held at the Shanghai National Exhibition and Convention Center. At the ceremony, 68 companies signed on to participate in the tenth CIIE, with a signed exhibition area of over 50,000 square meters.
As a brand-new platform to capture the spillover effects of the CIIE, the Lu-Link global consumer premium exhibition base, located in the core business district of Lujiazui, officially opened in mid-June this year. It is positioned as the first stop for overseas brands entering China, a hub for transforming CIIE exhibits into real-world outcomes, and a destination for premium consumer experiences. From the “Four-Leaf Clover” to Lujiazui, from six days to 365 days, more stories of first releases, premieres, and major exhibitions are accelerating along this transformation chain.
Ninety 100 Days Until the Ninth CIIE: Many “Old Friends” Keep Their Appointments
As an important window for China’s high-level opening-up, the CIIE provides a core stage for enterprises to showcase new technologies and new products. On July 27, at the 100-day countdown to the ninth CIIE, the launch ceremony for the recruitment of exhibitors for the tenth China International Import Expo was held at the Shanghai National Exhibition and Convention Center. At the ceremony, 68 companies signed on to participate in the tenth CIIE, with a signed exhibition area of over 50,000 square meters.
As a brand-new platform to capture the spillover effects of the CIIE, the Lu-Link global consumer premium exhibition base, located in the core business district of Lujiazui, officially opened in mid-June this year. It is positioned as the first stop for overseas brands entering China, a hub for transforming CIIE exhibits into real-world outcomes, and a destination for premium consumer experiences. From the “Four-Leaf Clover” to Lujiazui, from six days to 365 days, more stories of first releases, premieres, and major exhibitions are accelerating along this transformation chain.
As a brand-new platform to capture the spillover effects of the CIIE, the Lu-Link global consumer premium exhibition base, located in the core business district of Lujiazui, officially opened in mid-June this year. It is positioned as the first stop for overseas brands entering China, a hub for transforming CIIE exhibits into real-world outcomes, and a destination for premium consumer experiences. From the “Four-Leaf Clover” to Lujiazui, from six days to 365 days, more stories of first releases, premieres, and major exhibitions are accelerating along this transformation chain.
115
·
--
Article
In-depth: Cosmetics sold RMB 61.14 billion in the first half of the year—several important turning points behind itRecently, the China Flavors and Fragrances, Cosmetics and Personal Care Industry Association (hereinafter referred to as the “China Fragrance and Cosmetics Association”) released key data on the cosmetics industry for the first half of 2026. In the first half of 2026, the total transaction value across all channels for cosmetics in China further expanded to RMB 611.41 billion, up 4.35% year-on-year.
The data released by the China Fragrance and Cosmetics Association also shows that in the first half of 2026, the online channel achieved total transactions of approximately RMB 380.887 billion, up 5.74% year-on-year; the offline channel achieved total transactions of RMB 230.519 billion, up 2.13% year-on-year.
Notably, this is the first time in years that both online and offline channels recorded positive growth at the same time. Behind this are structural changes taking place in the online and offline sales channels for cosmetics.
In-depth: Cosmetics sold RMB 61.14 billion in the first half of the year—several important turning points behind it
Recently, the China Flavors and Fragrances, Cosmetics and Personal Care Industry Association (hereinafter referred to as the “China Fragrance and Cosmetics Association”) released key data on the cosmetics industry for the first half of 2026. In the first half of 2026, the total transaction value across all channels for cosmetics in China further expanded to RMB 611.41 billion, up 4.35% year-on-year.
The data released by the China Fragrance and Cosmetics Association also shows that in the first half of 2026, the online channel achieved total transactions of approximately RMB 380.887 billion, up 5.74% year-on-year; the offline channel achieved total transactions of RMB 230.519 billion, up 2.13% year-on-year.
Notably, this is the first time in years that both online and offline channels recorded positive growth at the same time. Behind this are structural changes taking place in the online and offline sales channels for cosmetics.
The data released by the China Fragrance and Cosmetics Association also shows that in the first half of 2026, the online channel achieved total transactions of approximately RMB 380.887 billion, up 5.74% year-on-year; the offline channel achieved total transactions of RMB 230.519 billion, up 2.13% year-on-year.
Notably, this is the first time in years that both online and offline channels recorded positive growth at the same time. Behind this are structural changes taking place in the online and offline sales channels for cosmetics.
84
·
--
Article
Multinational Companies Step Up to Deepen Their Presence—Sensing the Vitality of China’s Consumer Market on the ‘Stage’ of the CIIEXinhua News Shanghai, July 27 (Reporter Li Jiajia) On July 27, the ninth China International Import Expo (hereinafter referred to as the “CIIE”) entered a 100-day countdown to its opening. Meanwhile, the launching ceremony for the exhibition recruitment of the tenth CIIE was held at the National Exhibition and Convention Center (Shanghai). At the ceremony, 68 companies signed agreements to participate in the tenth CIIE, with a contracted exhibition area of over 50,000 square meters.
As the world’s first national-level exhibition themed around “imports,” the CIIE has, over eight years, attracted more than 27,000 company visits from over 180 countries and regions to participate, with intended deals totaling over US$58 billion.
Multinational Companies Step Up to Deepen Their Presence—Sensing the Vitality of China’s Consumer Market on the ‘Stage’ of the CIIE
Xinhua News Shanghai, July 27 (Reporter Li Jiajia) On July 27, the ninth China International Import Expo (hereinafter referred to as the “CIIE”) entered a 100-day countdown to its opening. Meanwhile, the launching ceremony for the exhibition recruitment of the tenth CIIE was held at the National Exhibition and Convention Center (Shanghai). At the ceremony, 68 companies signed agreements to participate in the tenth CIIE, with a contracted exhibition area of over 50,000 square meters.
As the world’s first national-level exhibition themed around “imports,” the CIIE has, over eight years, attracted more than 27,000 company visits from over 180 countries and regions to participate, with intended deals totaling over US$58 billion.
As the world’s first national-level exhibition themed around “imports,” the CIIE has, over eight years, attracted more than 27,000 company visits from over 180 countries and regions to participate, with intended deals totaling over US$58 billion.
116
·
--
Article
Kaishike settles in JD.com, Hema appears on the Taobao app homepage—real-time retail enters a new battleCailian News Agency, July 22 (Reporter Wu Weiling): Global well-known membership-based warehouse retailer Costco (Kaishike) officially announced a partnership with JD.com today. In addition, in the recent period, Hema upgraded the traffic entry points of the Taobao app, moving from the Taobao Flash Purchase (Taobao Shanguo) section to the first screen of the Taobao app homepage. Industry analysts told Cailian News Agency’s reporter that the nearly synchronized traffic moves by the two retail giants are not coincidental; rather, real-time retail competition has moved from a race against speed to a new turning point where it is about competing for exclusivity of supply and the depth of scenario integration.
According to JD’s Blackboard News, today at the market opening, JD.com reached a cooperation with Kaishike, and JD became Kaishike’s only official e-commerce partner in China.
Kaishike settles in JD.com, Hema appears on the Taobao app homepage—real-time retail enters a new battle
Cailian News Agency, July 22 (Reporter Wu Weiling): Global well-known membership-based warehouse retailer Costco (Kaishike) officially announced a partnership with JD.com today. In addition, in the recent period, Hema upgraded the traffic entry points of the Taobao app, moving from the Taobao Flash Purchase (Taobao Shanguo) section to the first screen of the Taobao app homepage. Industry analysts told Cailian News Agency’s reporter that the nearly synchronized traffic moves by the two retail giants are not coincidental; rather, real-time retail competition has moved from a race against speed to a new turning point where it is about competing for exclusivity of supply and the depth of scenario integration.
According to JD’s Blackboard News, today at the market opening, JD.com reached a cooperation with Kaishike, and JD became Kaishike’s only official e-commerce partner in China.
According to JD’s Blackboard News, today at the market opening, JD.com reached a cooperation with Kaishike, and JD became Kaishike’s only official e-commerce partner in China.
74
·
--
Article
OpenAI poached 400 people from Apple, and now it has set its sights on China-based manufacturers behind AppleAuthor｜Chester
Original first publication｜Blue Word Plan
An AI speaker that hasn’t even been officially released yet may now become a crucial clue in a legal showdown between two Silicon Valley giants.
Three years after announcing its foray into AI hardware, OpenAI’s first consumer-grade hardware finally shows signs of coming together. According to the latest report from Bloomberg, it is a mobile smart speaker with no screen.
At the same time, OpenAI has been sued by Apple. According to Apple’s 40-page complaint, in pursuing its own hardware ambitions, OpenAI has spent years poaching Apple’s “talent.”
Meanwhile, GoerTek, one of the major players in the “Apple supply chain” that has helped Apple create countless iconic products, also appears in OpenAI’s hardware lineup.
OpenAI poached 400 people from Apple, and now it has set its sights on China-based manufacturers behind Apple
Author｜Chester
Original first publication｜Blue Word Plan
An AI speaker that hasn’t even been officially released yet may now become a crucial clue in a legal showdown between two Silicon Valley giants.
Three years after announcing its foray into AI hardware, OpenAI’s first consumer-grade hardware finally shows signs of coming together. According to the latest report from Bloomberg, it is a mobile smart speaker with no screen.
At the same time, OpenAI has been sued by Apple. According to Apple’s 40-page complaint, in pursuing its own hardware ambitions, OpenAI has spent years poaching Apple’s “talent.”
Meanwhile, GoerTek, one of the major players in the “Apple supply chain” that has helped Apple create countless iconic products, also appears in OpenAI’s hardware lineup.
Original first publication｜Blue Word Plan
An AI speaker that hasn’t even been officially released yet may now become a crucial clue in a legal showdown between two Silicon Valley giants.
Three years after announcing its foray into AI hardware, OpenAI’s first consumer-grade hardware finally shows signs of coming together. According to the latest report from Bloomberg, it is a mobile smart speaker with no screen.
At the same time, OpenAI has been sued by Apple. According to Apple’s 40-page complaint, in pursuing its own hardware ambitions, OpenAI has spent years poaching Apple’s “talent.”
Meanwhile, GoerTek, one of the major players in the “Apple supply chain” that has helped Apple create countless iconic products, also appears in OpenAI’s hardware lineup.
167
·
--
Runbei Hangke falls 0.97%, trading value 74.90 million yuan; main funds net inflow today: -7.0093 million yuanOn July 22, Runbei Hangke fell 0.97%. Trading value was 74.90 million yuan, turnover rate was 2.05%, and total market value was 3.932 billion yuan.
Anomaly analysis
Aero engine + large aircraft + commercial space + disinfectant + low-altitude economy
1. Aviation lubricating oil mainly provides lubrication and heat dissipation for aero engines, directly affecting aviation safety. Similarly, downstream airlines need to select the appropriate aviation lubricating oil for specific aircraft models according to the aircraft maintenance manuals. At present, domestic airlines mainly use two aviation lubricating oil brands: ExxonMobil and Esstman. ExxonMobil’s brand influence is stronger than Esstman’s. The company has a long cooperation history with ExxonMobil and a stable, good relationship with it. As ExxonMobil’s sole authorized aviation lubricating oil distributor in China, the company has a certain pricing power with downstream customers.
Runbei Hangke falls 0.97%, trading value 74.90 million yuan; main funds net inflow today: -7.0093 million yuan
On July 22, Runbei Hangke fell 0.97%. Trading value was 74.90 million yuan, turnover rate was 2.05%, and total market value was 3.932 billion yuan.
Anomaly analysis
Aero engine + large aircraft + commercial space + disinfectant + low-altitude economy
1. Aviation lubricating oil mainly provides lubrication and heat dissipation for aero engines, directly affecting aviation safety. Similarly, downstream airlines need to select the appropriate aviation lubricating oil for specific aircraft models according to the aircraft maintenance manuals. At present, domestic airlines mainly use two aviation lubricating oil brands: ExxonMobil and Esstman. ExxonMobil’s brand influence is stronger than Esstman’s. The company has a long cooperation history with ExxonMobil and a stable, good relationship with it. As ExxonMobil’s sole authorized aviation lubricating oil distributor in China, the company has a certain pricing power with downstream customers.
Anomaly analysis
Aero engine + large aircraft + commercial space + disinfectant + low-altitude economy
1. Aviation lubricating oil mainly provides lubrication and heat dissipation for aero engines, directly affecting aviation safety. Similarly, downstream airlines need to select the appropriate aviation lubricating oil for specific aircraft models according to the aircraft maintenance manuals. At present, domestic airlines mainly use two aviation lubricating oil brands: ExxonMobil and Esstman. ExxonMobil’s brand influence is stronger than Esstman’s. The company has a long cooperation history with ExxonMobil and a stable, good relationship with it. As ExxonMobil’s sole authorized aviation lubricating oil distributor in China, the company has a certain pricing power with downstream customers.
50
·
--
Amazon Business Platform: Second-Quarter Annualized Sales Reach $60 BillionViewpoint News: On the 22nd, Amazon disclosed that the platform Amazon Business for serving enterprises and government agencies reported an annualized sales figure of $60 billion in the second quarter. This compares with the global annualized sales figure exceeding $35 billion in 2023.
In the first half of 2026, the platform added more than 1.8 million new customers, bringing the total number of organizations served worldwide to 11 million.
In a statement, Shelley Salomon, Global Vice President of Amazon Business, said that organizations of all sizes rely on Amazon Business for a wide selection, everyday value, and fast, reliable delivery. This trust is reflected in continued growth. As organizations look to do more work with fewer resources, the company is developing new ways to help save time and costs, and to reinvest resources into business growth.
Amazon Business Platform: Second-Quarter Annualized Sales Reach $60 Billion
Viewpoint News: On the 22nd, Amazon disclosed that the platform Amazon Business for serving enterprises and government agencies reported an annualized sales figure of $60 billion in the second quarter. This compares with the global annualized sales figure exceeding $35 billion in 2023.
In the first half of 2026, the platform added more than 1.8 million new customers, bringing the total number of organizations served worldwide to 11 million.
In a statement, Shelley Salomon, Global Vice President of Amazon Business, said that organizations of all sizes rely on Amazon Business for a wide selection, everyday value, and fast, reliable delivery. This trust is reflected in continued growth. As organizations look to do more work with fewer resources, the company is developing new ways to help save time and costs, and to reinvest resources into business growth.
In the first half of 2026, the platform added more than 1.8 million new customers, bringing the total number of organizations served worldwide to 11 million.
In a statement, Shelley Salomon, Global Vice President of Amazon Business, said that organizations of all sizes rely on Amazon Business for a wide selection, everyday value, and fast, reliable delivery. This trust is reflected in continued growth. As organizations look to do more work with fewer resources, the company is developing new ways to help save time and costs, and to reinvest resources into business growth.
AMZNonAlpha
AMZNUS-0.60%
83
·
--
Apple to Release New iPad mini in October 2026: A19/A20 Pro Chips + 8.4-inch Hybrid OLED ScreenApple plans to launch a new-generation iPad mini in October 2026. The core upgrade lies in a significant improvement in processor performance. According to reliable reports, the model may adopt an A19 Pro or A20 Pro chip, which would represent clear gains in both computing performance and energy efficiency compared with the current model released in 2024 that uses the A17 Pro chip.
In terms of display, the new model is expected to feature an 8.4-inch LTPS hybrid OLED screen with a 60Hz refresh rate. For the audio experience, it is expected to introduce a new speaker solution based on vibration principles to optimize loudspeaker sound quality and spatial feel. In addition, the device will further strengthen its protective capabilities, with improved water resistance.
Apple to Release New iPad mini in October 2026: A19/A20 Pro Chips + 8.4-inch Hybrid OLED Screen
Apple plans to launch a new-generation iPad mini in October 2026. The core upgrade lies in a significant improvement in processor performance. According to reliable reports, the model may adopt an A19 Pro or A20 Pro chip, which would represent clear gains in both computing performance and energy efficiency compared with the current model released in 2024 that uses the A17 Pro chip.
In terms of display, the new model is expected to feature an 8.4-inch LTPS hybrid OLED screen with a 60Hz refresh rate. For the audio experience, it is expected to introduce a new speaker solution based on vibration principles to optimize loudspeaker sound quality and spatial feel. In addition, the device will further strengthen its protective capabilities, with improved water resistance.
In terms of display, the new model is expected to feature an 8.4-inch LTPS hybrid OLED screen with a 60Hz refresh rate. For the audio experience, it is expected to introduce a new speaker solution based on vibration principles to optimize loudspeaker sound quality and spatial feel. In addition, the device will further strengthen its protective capabilities, with improved water resistance.
92
·
--
Google Releases Three New Gemini Models to Tackle Intense Competition in the AI Field Facing increasingly intense competition in the AI market, Google announced three new Gemini series AI models on July 21.
The three newly released models each have their own strengths. Gemini 3.6 Flash, as the flagship model, shows improvements in programming, multimodal processing, and knowledge work. According to Google, compared with the previous-generation Gemini 3.5 Flash, it can reduce output token consumption by up to 17%, while also lowering usage costs. The input and output token prices are set at $1.50 and $7.50 per million, respectively. Gemini 3.5 Flash-Lite focuses on high-throughput and low-latency tasks, making it suitable for large-scale application scenarios such as agentic search and document processing, delivering better performance at extremely low cost.
Google Releases Three New Gemini Models to Tackle Intense Competition in the AI Field
Facing increasingly intense competition in the AI market, Google announced three new Gemini series AI models on July 21.
The three newly released models each have their own strengths. Gemini 3.6 Flash, as the flagship model, shows improvements in programming, multimodal processing, and knowledge work. According to Google, compared with the previous-generation Gemini 3.5 Flash, it can reduce output token consumption by up to 17%, while also lowering usage costs. The input and output token prices are set at $1.50 and $7.50 per million, respectively. Gemini 3.5 Flash-Lite focuses on high-throughput and low-latency tasks, making it suitable for large-scale application scenarios such as agentic search and document processing, delivering better performance at extremely low cost.
The three newly released models each have their own strengths. Gemini 3.6 Flash, as the flagship model, shows improvements in programming, multimodal processing, and knowledge work. According to Google, compared with the previous-generation Gemini 3.5 Flash, it can reduce output token consumption by up to 17%, while also lowering usage costs. The input and output token prices are set at $1.50 and $7.50 per million, respectively. Gemini 3.5 Flash-Lite focuses on high-throughput and low-latency tasks, making it suitable for large-scale application scenarios such as agentic search and document processing, delivering better performance at extremely low cost.
15
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Trending Topics
BitcoinStrongestWeekSinceMarch2023
32,023 views
885 Discussing
#bitcoinstrongestweeksincemarch2023
🔥 Bitcoin just had its strongest week in more than 3 years.
Then the real test began. 👀
BTC surged more than 23%, briefly pushing toward $79K after a powerful mix of macro liquidity hopes and crypto-friendly momentum from Washington.
But the rally had rocket fuel:
💥 $4.3B+ in crypto shorts liquidated
🏦 $1.61B flowed into spot BTC ETFs from Monday to Thursday
📈 $606M arrived in a single day
First, shorts were forced to buy.
Then ETF investors chose to buy.
That distinction matters.
A short squeeze can launch a rally.
But it can't sustain one forever.
Now that BTC is pulling back from the highs, the market faces the real demand test:
Can spot and institutional buyers keep absorbing supply once the forced buying disappears?
That’s the contradiction.
The strongest week since 2023 looks incredibly bullish on the chart…
…but BTC is still far below its 2025 record above $126K, and a violent rally alone doesn't automatically confirm a new bull market.
And here's another twist:
Bitcoin wasn't the only asset running.
Gold surged too.
Maybe this wasn't simply a crypto rally.
Maybe Bitcoin and gold were both reacting to the same story: liquidity, debt, inflation fears, and a weaker dollar.
Square Insight: The squeeze got BTC moving. ETF demand must prove it can keep BTC moving.
So what comes next: a healthy pullback before the next leg up — or proof that the rally was mostly forced buying?
#Bitcoin #Crypto #ETF #Macro
$BTC
$IBIT.ETF
$PAXG
TuilaNamKy
·1 Likes
·2.9k views
BPIUrgesFinCENExpandStablecoinIDRulesToSecondaryMarkets
6,506 views
132 Discussing
AnthropicIPOCouldTopSpaceXRecordReportsSay
39,476 views
851 Discussing