未能扭转Q1业绩颓势 H1爱美客营收净利双降|财报解读

Group 1 - The core viewpoint of the article highlights that Aimeike (300896.SZ) reported disappointing financial results for the first half of the year, with both revenue and net profit declining significantly [1] - For H1 2023, Aimeike achieved revenue of 1.299 billion yuan, a year-on-year decrease of 21.59%, and a net profit attributable to shareholders of 789 million yuan, down 29.57% [1] - In Q2 2023, the company recorded revenue of 636 million yuan, a year-on-year decline of 25.11%, and a net profit of 346 million yuan, down 41.75% year-on-year [1] Group 2 - Aimeike's two main product segments, solution-type and gel-type injection products, both saw revenue declines of approximately 24%, with solution-type injections generating 744 million yuan and gel-type injections 493 million yuan, while maintaining gross margins above 93% [1] - The company has ongoing research and development efforts, with products like botulinum toxin injections and lidocaine cream in the registration phase, and others like semaglutide injections and recombinant hyaluronidase injections in clinical trials [2] - Aimeike's acquisition of a controlling stake in Korean REGEN Biotech, Inc. has drawn market attention, particularly regarding the arbitration case with *ST Suwu over the distribution rights of the "Youth Needle" product [3]