化妆品行业淘系21H1总结：全网美妆增长6%有所放缓，细分市场国货品牌崛起

0!"#$%&'()*+,-./012HTTP://WWW.CINDASC.COM345678 Research Report202197:9;化妆品行业淘系21H1总结—全网美妆增长6%有所放缓，细分市场国货品牌崛起<=> ?@ABCDEFGHIJKL S1500520080003MNL jixiaofei@cindasc.comOPP56QRMNL liyuanyuan1@cindasc.com1!"#$%&'()*+,-./012HTTP://WWW.CINDASC.COMSTnCDUV1WCDXYLZ[\]^_6%`abcdef.ghijklmGnop`qrstuvwxy21H1z{\]Z[GMV|5.8%^_}~`^•€•‚ƒ`„…†‡L1W20H1bcˆ‰Š‹Œ•Ž••‘def’2Wghijklm€•Gny“”rV•`qrst–—Z[GMV^_‘˜…™š›`1-6:z{œ•žqrstŸ•—18.89%` ¡GMV^•`¢]£¤qrstŸ•—6.22%`¥¦‡GMV^•`d§r£¤¨©ª«¬-®¯i°±²³st`´§rµ£¤®¶°±ˆ·y2W¸¹º»L¼½¾¿ÀÁÂÃÄv`ÅÆžÇÈÉGÊy(Ë®`¼½¾¿œ•.¢]£¤qÌÉÈdÍΕ`ÏÐÑ{«ÑÒÓÔ{«½ÕÖ{×ØžÇ^•q ¡20%`ÙÚ€•st`ÛÜÝ«Þß«àÐÑ«áâãiÅÆžÇäÃådÍΕ`Åƞǀ•GÊ’æ(Ë®`¿çžÇ蜕ž£dé‰ÍΕåd`¢]êërºìí^•q€•GÊyn˜îïðžÇñÉ1WàÐÑ&¢òL1W21H1àÐÑžÇZ[GMV^•ó42%`¢òGMV^• 500%`äÃdÍΕ’2W21H1àÐўǩª.ô¯id§rjžñÉõö`|~÷—øùúû©ª+üý©ª+¦þÿô¯GMV°±ó18%’ë!àÐÑ¢]+¢ò—ø`¢]£¤21H1Z[GMV°±ó19%`ë"st3pct’3Wz{#¼`àÐÑghlmñÉ$ô`2192-6:gh÷%&'()ÉGMV—2.6*`°z{Z[ë"28%y2W+•,œ•žL1W+•,-œ•ž.ÌÍΕ¥d‡CD`áâã«/0«á1«Ñ2i)Éü3f^_`4èáâãZ[GMVë^24%`/0ë^ó15%’2W|÷%&—ø`/05R¿ç„676•Æ±˜'^_8”9d`Š:9÷%&qr—186;`ö‡ŽçG¸ž’3Wáâã<=>ž–—ˆ(?Ž§ž`21H1÷%&@A°±ó18%`ýBCjžüDEF©ª3:GÈ'21H1÷%&@A°±ó2%`ýH+ýBCIJBK–Ly3WMLNœ•žL1W21H1ªOÕP÷ˆÛÜÝ«Þß«QRS«TFUŽžÇz{Z[)ÉGMVó12*`4èÛÜÝ«Þß«TF1-6:GMV^•GV—169%«542%«103%`WÉÈdÍΕ’2WÞß«ÛÜÝX—déÅÆžÇrºÄvÀÁäÃ`2196:Y@Z[qrGV—494;«386;`\]ëDyn‹½^_qrst`–—z{\]˜…™š›`œ•¢]aGbjcmÃÁdÍΕ`ghijklm—žÇsdj^_îyÅe\]¾¿‰Š^_Ävf†ghijklstmno¦`pqõör@Hs•.³3aGdÍΕcmÅÆžÇÃÁtu`•v>ž5wbj`xFyzn”{Êuv`ÂÃ|}~v`€•€•ÙÚsty‚ƒ„…öCD‰ŠÍΕ`^_†‡‰ŠÄv-w‘àÐÑ«ˆ‰Š«ªOÕP«Š‹ŒÊ«•\ŽÙ«••ŽÙyn‘’“”L‰ŠÍΕˆC`¸¹º»•ÊiqRnOsMxOqRmMqPmPtMnRmN7N9R6MpNnNtRqRfQmMqPkPoOvMbRrQoQuOsRrNMYmQpO2!"#$%&'()*+,-./012HTTP://WWW.CINDASC.COM¤–(CD.Ìc—˜˜îžÇï𙋽^_3!"#$%&'()*+,-./012HTTP://WWW.CINDASC.COM.ÌñÉLz{\]21H1|6%^_}~`^•€•‚ƒn2021H1z{\]|6%^_}~`^•€•‚ƒy1-6:z{\]Z[GMVë±^_5.8%`4蜕žGMVë±^_4.2%`¢]GMVë±^_10.1%`¢]v¿ö‡œ•ž`åš9ë"^•€•‚ƒyG:•ñÉ…`œ•ž†1:›6:ñÉœö`^•†20%|Š’¢]£¤1:«2:›6:^• :9•qyn2196:z{\]^•€••ž`Ÿ žÇ:•¡¢.jž‹‚£¤€†y2196:\]Z[GMVë^22.3%`4蜕ž£¤ ¢]£¤GMVGVë^23.9% 17.1%`åŠ:ÍΕqŽŸŠt`¥¦§“†‡L1W6:Ù¨Ž©ª•«¬-9èŽYFš`®\]£‘¯°^_€±Ž‘²šL³’2W¨Ž\]žÇ9B‹‚‘jž†9è´µ¶'·åö‘¸¹`®\]‘¯°^_€åŽ‘Xºy»¼½ ¢]£¤z{Z[:•^_c—f¾•¿Lzf¾`/À56wJèÁ»Â½ œ•žz{Z[:•^_c—f¾•¿Lzf¾`/À56wJèÁ-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%21/0121/0221/0321/0421/0521/06-15.0%-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%21/0121/0221/0321/0421/0521/064!"#$%&'()*+,-./012HTTP://WWW.CINDASC.COM.ÌñÉLz{^•‚ƒ„…a20H1bcˆdef|.ghijklmGnop2021H1z{\]^•å2020H1‚ƒ„… ¨ˆ“”€†LnaÇbc20H1z{X—‰Š„…•«Ä•dÅ!Æ`—21H1••defLš92:bcÇw|•`‰ˆ½¿‹ŒaÈÉ`¨ŽžÇË`‰ŠX—ÊË^•‘˜îw›lm`½¿€•ÌÍ’2092:«3:«4:–—Š:9‰ŠdÍΕ:Ù`GV)É36%«43%«37%‘^_`—Î9Ï–(³‘efЛyn|gh—Ññ‘jklm©ªÊ®z{••(³GnLÒ¾ÓÔ[/0`ghlm4:«5:«6:\]£¤Õœ•ž ¢]5(ÖWGV)ÉGMV—30*;«38*;«43*;`ë"z{GMVGV—169*«163*;«327*;`ê×Øz{ ghGMV¸ÙmÚÕ¨Ûܸ٫ݧ¸ÙimÚW`ghlm4:«5:«6: z{±˜GV—18%«23%«13%`ÞߺÎ9gh¦& z{SGMV š9z{GMV±å`à4:«5:«6:®³‘^•GV—15%«1%«38%`ö‡z{ë")e^•GV—-2%«-18%«22%y»á½ |¼Â9á:«â:«ã:—øgh z{äåæ®±ç*;èf¾•¿Lzf¾`/À56wJèÁ»é½ z{Z[¼êë ¼ÂëÂ^•±åf¾•¿Lzf¾`ÓÔ[`/À56wJèÁ-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%1月2月3月4月5月6月1-6月20H121H10501001502002503003504月5月6月抖音淘宝5!"#$%&'()*+,-./012HTTP://WWW.CINDASC.COMž£ñÉL®ç©ªÀÁÂÃÄv`¬-®¯°±ŽŸst`©ª«ôçœR§r\]n®