Xi Niu Cai Jing·2025-07-21 07:48Core Insights - JD Health has launched its first offline self-operated medical beauty clinic named "JD Medical Beauty (Yizhuang Store)" in Beijing, which is now integrated into the JD App's medical beauty channel and has a WeChat mini-program [2] - The second self-operated medical beauty clinic, "Guomao Store," is in preparation and is expected to open on September 30 [2] - The JD Medical Beauty flagship store on the JD App has attracted 280 followers, offering services ranging from anti-oxidation to facial treatments, with prices ranging from 99 yuan to 2439 yuan [3] Company Strategy - Unlike its expansion strategies in other sectors, JD has not introduced subsidy policies for its medical beauty services, focusing instead on cost-effective pricing to attract price-sensitive consumers [5] - Future expansion plans are in place, but specific city opening schedules have not yet been determined [5] - JD has laid the groundwork for its medical beauty business since September 2021, collaborating with New Oxygen to launch a medical beauty channel and establishing a medical beauty subsidiary in March 2025 [5] Market Context - The medical beauty market in China is rapidly growing, with a market size exceeding 500 billion yuan and a compound annual growth rate of over 20% expected by 2024 [7] - JD faces significant competition from other internet giants, such as Meituan and Alibaba, which have established their own medical beauty strategies [7] - As consumer demands for medical beauty services evolve, there is an increasing emphasis on service quality, safety, and compliance, posing challenges for JD as a latecomer in the industry [7][8]