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Dog’s blood cheating is a spy war style. After 12 years, it’s impossible. Will Huang Lei’s wife still play it?

The return of the fairy sister ignited the retro craze of Chinese drama.

Legend of the Sword and the Chivalrous Man is not only a fairy in Liu Yifei, but Zhao Linger’s mother, Empress Wu, was also the goddess of that year.

Sun Li, who has been in the cinema for many years, returned to the screen and performed a "Wife’s Choice".

There are spoilers in this article.

one

Sugar cube is not happy recently.

Mao Mao, Shiba Inu, who has been with him for many years, is lost. This puppy is an important family member to Fang Tang who has not given birth after ten years of marriage.

After posting the dog-seeking notice for several days, the sugar cube began to accept the reality.

Today is very important for her husband, Gao Jiawei. She must cooperate with her husband to attend the event, and there is no way to delay any longer.

Gao Jiawei is a self-made entrepreneur from the media. As an opinion leader on emotional topics, he often competes with another emotional expert Qi Miao to explain emotional issues from different perspectives of men and women.

Looking at the speech on her husband’s computer, I couldn’t help but quietly polish the itchy sugar cube.

In fact, after becoming a full-time wife, Fang Tang has been working as an amateur detective novel writer, thanks to her good writing style.

When Gao Jiawei recited his wife’s wonderful ideas on the stage, Fang Tang also dressed herself up and prepared to go to her birthday party, the most important occasion today.

It was supposed to be a couple’s world, but after Gao Jiawei founded the company, the sweet wife-pampering day was also added with more performance factors. After all, a good leader who cares for his family can better win people’s hearts.

Out of support for her husband’s work, Fang Tang has never been dissatisfied with this. She attends as a model wife every year and enjoys the "surprise" arranged by her husband.

But when Fang Tang saw Gao Jiawei coming out of the bathroom, the lipstick mark on her husband’s shirt collar caught her alarm.

Gaos thought for consternation explained that it may be a drunken woman at the door of the bathroom.

But how close does a stranger have to be to leave lipstick in such an ambiguous place?

As a wife’s vigilance, sugar cube walked carefully every step. She smiled and walked to her husband’s preset stage, while carefully observing the red number of every lady present.

She knows that something must have happened, and a woman’s perception can’t be wrong.

In fact, Fang Tang had seen the luxury goods receipt in her husband’s pocket before. As a detective novel author, she had long been wary.

Did the husband cheat? Who is the third party?

Following the clues, Fang Tang became a detective of her marriage and began to deal with her husband in a seemingly peaceful pregnancy life.

2

Spy war, suspense and family ethics drama, a drama contains the above three popular elements, and Wife’s Choice may be the first one.

From the professional setting of Fang Tang, it can be seen that "Wife’s Choice" wants to fight hard. In the serial novel "Fatal Gentleness", she replies to the reader as an author, which is like a big V gesture.

Sugar cube found her husband reading the novel, but when asked about the work, the other party said that the author’s writing was not as good as sugar cube’s.

Obviously, the husband doesn’t know his wife’s pen name, and he doesn’t know her writing style well enough.

And husbands hide more secrets from their wives.

However, a good play needs a good rhythm. "Is the husband cheating" has become the biggest suspense at present, and the director has made the audience think that all the girls swept by the camera may be a third party.

Seeing Qi Miaobei’s luxury bag, Fang Tang confirmed several times where the other party bought it, because she suspected that it was her husband’s bill.

Seeing the lovely earphone left in her husband’s car, Fang Tang teased which young girl’s belongings it was, but her husband used jokes to avoid it.

Seeing the necklace of a young female subordinate, Fang Tang pretended to be enthusiastic and asked about the brand and added WeChat. After all, everyone was suspected.

His wife quietly investigated, and Gao Jiawei, as an emotional expert, also knows the appeasement policy and the push-pull relationship, candlelight dinner, surprise gifts, wedding anniversary plus pregnancy preparation, and even created a more loving husband and wife life than before.

However, the Smiths’ performance will eventually reveal the truth. When Sugar Cube finds out that she has been betrayed, it is the wife’s choice whether to destroy her husband’s name as an emotional expert or sacrifice herself to whitewash it, which is also the prelude to the next catch me if you can.

When betrayal and doubt begin, marriage has come to an end.

three

As an important work of Sun Li’s return to the small screen, Wife’s Choice has a good script design and is adapted from the novel of the same name by writer Wang Xiaoqiang.

The subtlety is that it knows how to analyze women’s psychology with the cloak of suspense, including the breakup of life.

There are full-time wives represented by sugar cubes, strong women in the workplace represented by Qi Miao, and women with love anxiety represented by heavy rain. Around the wall of marriage, women’s joys and sorrows are presented one by one, and everyone’s growth arc is also displayed.

What’s more, there are only 12 episodes of "Wife’s Choice". To complete the three things of husband and wife’s battle, truth and self-growth, the director needs a strong rhythm to control.

In the first half of the series, many suspenseful and necessary details are added, but whether we can take into account the detailed proportion of several lines still needs further observation.

The intrigue of the husband and wife from the details also has higher requirements for the actors. Just how to lie without changing color requires performing at all levels.

Sun Li removed the label of "Huang Lei’s wife", and fans wondered whether the real housewife who returned to the screen after 12 years had regressed.

It must be admitted that there is a certain age difference between the 44-year-old Sun Li and his wife in her early 30 s, but her relaxed and relaxed interpretation still makes people believe that she was not only lucky when she debuted.

Yuan Wenkang, the supporting husband, has played many roles in love rat before, but this time, the hypocritical liar is set up by everyone, and he is also good at it.

In addition, Zhang Yao, Wang Zhen, Ma Yinyin ("Hunting Crime Picture Book"), Zhao Da, Liu Yiwei and Wu Bi joined in, which also accumulated some interesting points for the team.

"Wife’s Choice" turned the middle-aged dog blood drama into a suspenseful twist, but there are inherent type barriers. Whether this unconventional transformation can be completed is far from being revealed.

It can only be said that Sun Li, who came back, and Wife’s Choice, who jumped out of the genre framework, are brave adventurers, testing the water for the whole industry, first to see if the spring of middle-aged actresses has recovered, and second to see if sincere creativity can be recognized, and the standard for testing everything is always in the hands of the audience.

The picture in this article comes from the Internet.

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China film was financed to buy RMB 14 million, and accumulated RMB 48 million in the past three days.

On December 18th, according to the data of Shanghai and Shenzhen Stock Exchanges, China films received financing purchase of RMB 14 million, ranking 373rd in the two cities. On that day, the financing repayment amount was RMB 12 million, and the net purchase was RMB 2,178,200.

In the last three trading days, from 14th to 18th, China films received financing to buy RMB 19 million, RMB 16 million and RMB 14 million respectively.

In terms of securities lending, 44,300 shares were sold and 0.67 million shares were bought.

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The "face value bubble" is broken, and beauty can only be rolled into scientific research.

People’s requirements for "face" are getting higher and higher, even to the point of harshness. "Yan value anxiety" was once one of the hot topics in the past.

Coupled with the improvement of economic strength, the beauty industry has experienced a period of rapid growth. According to the National Bureau of Statistics, the compound growth rate of retail sales of cosmetics above designated size reached 11.4% from 2017 to 2021.

At the same time, due to the environment, diet, aging and other reasons, most people do have different degrees of skin health problems, and the proportion of skin care products is also increasing. Domestic brands have launched a series of targeted skin care products by virtue of their in-depth understanding of Chinese skin, and their sales have also risen all the way. In 2021, the eight major beauty listed companies all recorded good revenue growth.

However, this scene changed in 2022, especially since the third quarter, many domestic beauty companies found that their products were becoming more and more difficult to sell. In 2022, the retail sales of cosmetics decreased by 4.5% year-on-year, and the situation of letting a hundred flowers blossom was long gone. Half of the companies fell into negative revenue growth.

(see the self-made map of intellectual research)

According to the research of Jianzhi, this should be analyzed from several aspects, and the external factor is the first one. Beauty cosmetics and skin care products are optional consumer goods. When faced with economic pressure or budget constraints, consumers may reduce their spending on non-essential items, so they are greatly affected by macroeconomics.

In addition, in the rapid development period of the past few years, in order to boost sales, e-commerce platforms have increased discounts and encouraged "the more you buy, the more discounts you get"; The traffic explosion of the super anchor also has some irrational consumption; Inventory that is difficult to sell in overseas epidemic situations enters China through cross-border e-commerce to consume inventory. Therefore, consumers’ household inventory is already at a high level, which is why we often hear that "what was bought in double 11 last year at 618 has not been opened".

In addition, the traffic dividends and platform dividends that have been discussed in the market in the past are also fading. This year, beauty companies and e-commerce platforms have become more rational. Like the 38 Goddess Festival in the first quarter of this year, Tmall did not make large-scale pre-sales and full reduction as before, and even the publicity was relatively low-key.

So, low growth will become the industry norm?

Let’s take a look at the performance of companies in the first quarter of this year. Who earns the most? Who has the strongest growth?

Overall, the overall environment of the beauty industry in the first quarter was still under pressure, and revenue only increased by 2.7% year-on-year (12.3% in the same period last year). However, the profit has been restored, and the net profit returned to the mother increased by 33.2% year-on-year (1% in the same period last year).

(Source: Guojin Securities)

Polaiya and shanghai jahwa were the most profitable companies in this quarter, with net profits of 210 million yuan and 230 million yuan respectively.

(see the self-made map of intellectual research)

As an outstanding student all the time, Polaiya continued its previous growth trend in the first quarter. For a detailed analysis, please refer to the previous article "The domestic beauty products are seriously divided, and Polaiya" wins hemp "with exclusive ingredients".

To put it simply, Polaiya’s highlight this year is the upgrade iteration of large items and the layout of new products, including cloud sunscreen and moisturizing series. In particular, the upgraded Shuangkang 3.0 was once again "sold out" and became the Top1 of Tmall’s liquid essence hot-selling list. According to the latest sales data in April, Polaiya’s growth is still steady. The GMV in Tmall flagship store and vibrato platform increased by about 54% year-on-year, so it is necessary to continue to pay attention to the sales of 618.

The performance of shanghai jahwa, another old brand of beauty cosmetics, has been unstable in recent years. Especially last year, due to the epidemic situation and the lack of super-anchor, both revenue and net profit returned to the mother decreased, and the net profit returned to the mother decreased by 27.29% year-on-year.

However, after entering 2023, shanghai jahwa’s income situation has improved (the income of skin care products in 22 /23Q1 was 1.98 billion yuan/410 million yuan, respectively, down by 26.8%/8.6%, and the decline was narrowed). In addition, with the new single product oil-sensitive cream, the sales data in April showed a rising trend. In the Tmall flagship store and Tik Tok, the GMV of Yuze and herborist brands increased by about 81% year-on-year, and the chain has also turned positive significantly (among them, the large single product oil sensitive cream contributed more than 20% in the GMV of Yuze Tmall flagship store; Tai Chi Repair Kit and New Seven Whitening Kit contributed over 35% to GMV in herborist Tmall flagship store).

The fastest growing beauty companies include Shuiyang and Marumi, in addition to Polaiya, which has just been mentioned. The net profit of these companies has increased by more than 20%.

Although Marubi shares have been affected by the external environment and the company’s promotion of online channel transformation in the past few years, the growth rate of net profit returned to the mother has been negative for three consecutive years. However, in the first quarter of this year, Marumi saw the effect of transformation, and the recovery growth continued until April.

In April, the total GMV of Marumi’s main brand in Tmall flagship store and Tik Tok Shanghai increased by 143% year-on-year, and the new recombinant collagen suit successfully ranked among the Top2 products in Tik Tok. At the same time, Love Fire also maintained rapid growth on multiple platforms, with a total growth rate of 180%, and the sales of explosive "invisible liquid foundation" accounted for about 30%.

The sales of Shuiyang shares also improved marginally. In April, the GMV of its brands, Royal Mud Workshop, Big Water Drop and Ifedan, increased by about 56% year-on-year. Among them, Ifidan’s Super Mask was successfully registered in Li Jiaqi Live Room, which promoted the GMV of its Tmall flagship store to increase by 823% year-on-year.

In addition, it is worth mentioning that although listed companies in Hong Kong stocks do not disclose a quarterly report, in the sales station in April, Juzi Bio and Shangmei also achieved good results. The "Fumei" and "Kelijin" of Juzi Bio increased by about 52% in Tmall flagship store and GMV in Tik Tok. The brand "Kanshu" of Shangmei Co., Ltd. is growing even more dramatically, with GMV increasing by about 229% year-on-year, and Tik Tok’s growth is as high as 320%. Its monthly sales rank second in Tik Tok’s beauty brand and first in domestic products.

Generally speaking, after four years of rapid growth from 2017 to 2021, the beauty industry is gradually entering a platform period, that is, the growth rate of the industry is relatively slow, and the differentiation among different brands is more serious. Although the leading company Polaiya still maintains a higher growth rate than the whole industry, the growth rate of Huaxi Bio and Betani, which used to have high growth, has obviously slowed down, and even some companies have fallen behind.

However, we also saw that companies such as Shuiyang and Marumi, which suffered serious losses in 2022, ushered in marginal improvement in the first quarter and April of this year.

So where is the next round of high growth? Which companies can seize the opportunity?

As we all know, in the period of rapid growth of the beauty industry, major brands will invest a lot of marketing expenses and constantly introduce new products in order to seize market share. However, as the market entered the platform period, both the brand and the platform began to be more rational, and the focus returned to the product itself.

Take Huaxi Bio as an example, the sub-brand Quadi used to grow at the rate of doubling every year, but since 2022, the growth rate has slowed down obviously. In the first quarter of this year, Huaxi’s growth was still under pressure from the launch of new products, and there was no obvious upward trend. This year, the company also took the initiative to reduce the revenue growth target to 15%-20%.

What is more important for Huaxi this year is to enhance brand value. In order to make the new anti-aging eye cream quickly occupy consumers’ minds, Quadi even made a detailed interpretation of the market trend, and took the new packaging technology as a selling point, claiming that it could promote the penetration of active ingredients, thus greatly increasing the customer unit price (the new product "Zhen Jin Yun Huo Eye Cream" was 498 yuan /20g, while the old green obsidian eye cream was 238 yuan /18g).

According to Jianzhi research, the purpose of a lot of market research and publicity in Quadi’s early stage is to establish a professional and reliable image and make anti-aging more deeply rooted in people’s hearts. The addition of new technology and the upgrading of efficiency are all important means to increase the unit price of customers. At present, the new eye cream ranks second in Taobao’s new product list, second only to L ‘Oré al 20 Eye Cream, but the actual sales volume and use effect need to be continuously tracked.

Similar to Huaxi’s biological situation is Betani. This year, Bettini focused on upgrading Winona Shu Min Moisturizing Cream and promoting the high-end brand AOXMED. In the future, consumers will make immediate repairs after finishing medical beauty, which may not only use dressings, but also use more essences and creams to enhance their efficacy.

Another great event of Betani is that she clearly put forward the idea of getting into the beauty of military doctors in last year’s annual report.

According to the knowledge of Jianzhi Research, Betani is making efforts to the track of life beauty instrument.

Before, home beauty instruments were on fire in the market for a while, but due to several safety accidents, home beauty instruments were subject to stricter supervision. Among them, pulsed light hair removal products have been classified as Class II medical devices, and RF products with higher risk factors have been included in Class III medical devices for management since last month.

Betani is likely to get the certificate of Class II medical devices first, and then gradually expand to the beauty instrument of Class III medical devices. In fact, the life beauty instrument track has a large room for growth, and specialization and standardization will become an inevitable trend, which may open up new growth points for Betaine in the future. At the same time, the company will definitely introduce skin care products that match the beauty instrument, because the purchase frequency of the beauty instrument is relatively low, and the matching skin care products can be supplemented frequently.

Generally speaking, the beauty industry is stepping into the platform period from the high-speed growth period, which is mainly reflected in the slowdown of the overall industry growth, the performance differentiation among different brands and the difference in development focus.

With the continuous development of dermatology, products will be more refined and provide precise solutions for different skin needs. Future competition will pay more attention to the application of core needs, dermatology and precision technology. Brands need to focus on the mental cultivation of consumers and the layout of new products in order to gain a competitive advantage in the next growth period.

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