新氧打响价格战第一枪：“童颜针”跌破3千元

Core Viewpoint - The price war in the "童颜针" (youthful injection) market is intensifying, with New Oxygen (SY.O) launching its 奇迹童颜3.0 at a record low price of 2999 yuan, significantly undercutting competitors whose prices range from 13,000 to 24,000 yuan [1] Group 1: Product Launch and Pricing Strategy - New Oxygen's 奇迹童颜3.0 utilizes a formulation called "塑缇妍," which is a combination of hyaluronic acid produced by Jiangsu Xihong Biological Pharmaceutical Co., Ltd. [2] - The product is part of a broader strategy where New Oxygen has previously launched versions 1.0 and 2.0, but faced disputes with upstream suppliers over pricing [3] - The upstream suppliers, including 普丽妍 and 圣博玛, demanded retail prices of 16,800 yuan and 18,800 yuan respectively, while New Oxygen priced its earlier versions at 4,999 yuan and 5,999 yuan [3][4] Group 2: Market Dynamics and Competitive Pressure - The increasing number of approved injection products has diminished the pricing control that upstream suppliers have over downstream distributors, exacerbated by aggressive pricing strategies from internet platforms [5] - Competitors like 美团 and 京东 are also engaging in significant price reductions, with 美团's subsidies bringing the price of certain products down from 6,000 yuan to around 900 yuan, and 京东 offering substantial discounts [5] - The trend indicates that downstream players are gaining more pricing power, putting additional pressure on upstream suppliers [6]