半岛逆时针：一张“三类证”背后的中国医美器械答案

Core Insights - The Chinese medical aesthetics device industry is undergoing a historic transformation from "technology following" to "innovation leading," driven by the dual waves of beauty economy and technological skincare. By 2025, the market size is expected to reach 324.7 billion yuan, showcasing significant consumer potential and innovation momentum [1] Market Dynamics - The medical aesthetics industry is experiencing a "trust upgrade," with regulatory bodies increasing oversight to emphasize medical safety and product quality. This shift is moving the industry from "scale expansion" to "value creation," making trust a core demand. The high-end medical device market in China is growing at an annual rate of over 20%, with advanced technologies like medical robots and AI medical devices witnessing explosive growth [2] - The NMPA Class III medical device certification has become the "gold standard" for medical aesthetic equipment, requiring rigorous clinical validation and expert review before market entry. The certification of the "Half Island Counterclockwise" device marks a significant achievement in the domestic golden microneedle sector, reflecting reforms in the medical device review system and national support for high-end medical device innovation [2] Sales Performance - The "Half Island Counterclockwise" has achieved remarkable market performance, consistently ranking at the top in consumer satisfaction and transaction volume on platforms like Meituan. The product has garnered nearly 1.7 billion views on social media platforms, indicating strong user recognition and repurchase rates [5] - Clinical trials led by authoritative hospitals show a satisfaction rate exceeding 90% among participants, reinforcing consumer confidence in the product [5] Technological Innovation - The "Half Island Counterclockwise" introduces a groundbreaking "mixed bipolar and unipolar multi-mode output technology," addressing the uneven energy distribution issues of traditional microneedles. This innovation allows for comprehensive treatment in a single operation, enhancing both coverage and precision [6] - The device supports operations on special areas like eyelids and necks, achieving a breakthrough where "one operation equals five skin rejuvenation sessions" [6] Research and Development - The company invests 25%-27% of its revenue annually into R&D, with a team of nearly 400 researchers, constituting about 30% of its workforce. It has filed over 500 patents in the RF field, establishing a solid academic foundation [7] Global Expansion - The year 2025 marks a pivotal point for the company's global strategy, with efforts to translate insights from the U.S. medical aesthetics market into engineering solutions. The company emphasizes a philosophy of "Beauty With No Boundary," focusing on balancing comfort, efficiency, and experience [9][10] - A systematic market research initiative has been launched to gather firsthand insights from clinics and consumers, leading to a comprehensive understanding of the U.S. medical aesthetics landscape [10] Industry Outlook - The Chinese medical aesthetics device sector is entering a golden development period, supported by national policies that accelerate innovation in high-end medical devices. The company has positioned itself among the top six global energy source medical device enterprises, with products sold in over 70 countries [15] - Continuous innovation and technological upgrades have allowed the "Half Island Counterclockwise" to define the ultimate form of golden microneedles, reflecting both market choice and technological strength [15][16]