谷雨斥资1000万入股元气兽，“洗脸吧”会是一门好生意吗

Core Insights - Guangzhou-based skincare brand Gu Yu is expanding into offline beauty stores by investing 10 million yuan in Chengdu Meijiyuanzhong Beauty Technology Co., which operates the "Yuanqi Beast Wash Face Bar" chain [1][2] - Gu Yu's strategy includes significant investments in raw material companies to enhance its research capabilities, with a recent 12.5% stake acquisition in Guangzhou Ailinke Biotechnology Co., which focuses on biogenic RNA technology [1][11] - The "Yuanqi Beast Wash Face Bar" brand aims to offer affordable beauty services, with an average customer spending of 120 yuan, and plans to expand its product line to include beauty products [2][5] Investment Details - Gu Yu's subsidiary, Guangzhou Mangzhong Investment Co., became the third-largest shareholder of Meijiyuanzhong with a 25% stake following a 10 million yuan investment [2] - The "Yuanqi Beast Wash Face Bar" has over 300 locations nationwide, primarily in Chengdu, with a franchise cost of approximately 100,000 yuan per store [2][3] - The brand's business model combines direct sales and franchising, with plans to leverage Gu Yu's resources for product development and market expansion [5][10] Market Positioning - The "Yuanqi Beast Wash Face Bar" operates in a niche market, differentiating itself from traditional beauty salons by offering lower-cost services without aggressive upselling [8][9] - The brand targets both male and female consumers, with a balanced customer ratio of 1:1, reflecting a growing interest in male beauty services [9][10] - Despite the competitive landscape, with established brands like "Washing Bear" and "Washing Cat" leading the market, "Yuanqi Beast" aims to capture market share through a low-cost entry strategy and efficient operations [10][11] Future Prospects - Gu Yu's diversification into offline beauty services aligns with its broader strategy to enhance its market presence and revenue streams, with a projected GMV of 5 billion yuan for 2024 [11] - The company is also focusing on strategic investments in raw materials to strengthen its supply chain and research capabilities, indicating a commitment to innovation in the beauty sector [1][11]