Today a friend who runs a brand sent me a WeChat message asking: "Weiki Technology has gone public—do you think the peptide route is actually viable?"
I replied: "Just look at who invested—Proya and Giant Biogene, both of which are in skincare. They aren't making financial investments; these are strategic placements. Put plainly, they are locking down raw materials."
That's very interesting. Why would brands want to lock down a raw materials company?
The answer is simple: peptide raw materials are in short supply, and the technical threshold is high. If you don't have raw material capabilities in your own hands, then when the supplier raises prices, cuts off supply, or prioritizes someone else, you have no recourse at all.
Proya's growth over the past two years is there for all to see—from a market value of ten billion to several tens of billions now—and its strategy has consistently been "ingredient-focused + efficacy skincare." Giant Biogene needs no introduction: it started with recombinant collagen and has itself benefited from the technology dividend. The fact that both invested in Weiki at the same time shows their judgment on the peptide track is aligned—this direction will become one of the main battlegrounds for efficacy skincare over the next three to five years.
So when this transmits to the OEM side, what happens?
My judgment is: a large number of brands will start asking OEM factories about peptide product solutions. Not the kind that merely rides the concept with "we contain peptide ingredients," but real efficacy formulas backed by registration certificates and able to produce data.
That raises the requirements for OEM factories.
If you merely buy someone else's raw materials and blend them, you are essentially a porter with no bargaining power. But if you can intervene starting from the raw material end, with your own technical accumulation and registration certificates, then your value is completely different.
On our side, the frequency of brands asking about peptide solutions has clearly been increasing recently. Some want peptide serums, some want peptide sheet masks, and others want lyophilized powder sets. The demands are varied, but the core request is just one—"help me get a full solution from formula to finished product; I want to take it and put it directly on the shelf."
To be honest, this kind of demand isn't hard for us. We've been doing this for over a decade—from collagen to peptides to ectoine to mussel adhesive protein, we've worked with all the popular raw materials on the market. With more than 100 registration certificates in hand, whatever category a brand wants to make can be directly matched to the corresponding certificate, with no waiting.
But I want to give a reminder: not everyone can do the peptide direction. The raw material end is deep water—just "peptide" alone divides into linear peptides, cyclic peptides, and palmitoyl peptides, among several categories, and their activity, stability, and compatibility are all different. When you look for an OEM factory, you must check whether it has technical support at the raw material end, rather than just looking at price.
Weiki's listing is a signal flare. The window for the peptide track has already opened, and next it's just a question of who can run the fastest and most steadily.
(Data sources: Shanghai Securities News, 21st Century Business Herald, Weiki Technology prospectus)
Company profile: Guangdong Weitai Biotechnology Co., Ltd., a national high-tech enterprise, focused on cosmetic-grade + medical-device-grade OEM/ODM for more than ten years, with four major production bases, 72 patents, more than 110 Class II medical device registrations and filings, 800+ partner brands, and certifications including ISO13485, ISO22716, and U.S. GMPC.
