国产医美械三产品参与全球抗衰赛道竞争 半岛医疗点亮纳斯达克大屏

Core Insights - Peninsula Medical showcased its brand on the Nasdaq screen, highlighting its rapid growth in the Chinese medical aesthetics industry, with the domestic medical aesthetic equipment market projected to exceed 32 billion yuan by 2024, maintaining a compound annual growth rate of 13%-15% [1][11] - The company presented two NMPA Class III certified products, the Peninsula Ultra Cannon and Peninsula Counterclockwise, in collaboration with Boston Aesthetics and numerous Chinese dermatologists and plastic surgeons [1][2] Industry Growth - The domestic medical aesthetic equipment market is expected to grow significantly, with the share of domestic equipment increasing from 38% in 2020 to 42% in 2024, particularly in energy source segments like RF and IPL, where domestic brands now hold a 46% market share [1][11] - The clinical demand drives technological innovation, with Peninsula Medical focusing on addressing industry pain points through medical-engineering collaboration [2][3] Product Innovation - The Peninsula Ultra Cannon is the first globally to receive NMPA Class III certification for ultrasound medical aesthetics, achieving over 89% effectiveness in improving skin laxity in clinical studies [2][3] - The Peninsula Counterclockwise is the first domestic RF medical aesthetic device to receive NMPA Class III certification, featuring innovative technologies for precise depth control in clinical applications [3][4] Research and Development - Peninsula Medical has a robust R&D team of nearly 400, accounting for 30% of its workforce, with R&D investment constituting 25%-27% of sales revenue, which is high for the industry [4][5] - The company has filed over 1,000 domestic and international patents and has received more than 70 global certifications, contributing to the industry's shift from imitation to independent innovation [5][11] International Expansion - The presence of Chinese dermatologists and plastic surgeons on the Nasdaq screen signifies the increasing international participation of Chinese medical aesthetics professionals [6][11] - Peninsula Medical's Boston Aesthetics team is pivotal in bridging Chinese R&D with U.S. clinical needs, having successfully registered the Peninsula Counterclockwise in the U.S. [7][10] Market Trends - The international competitiveness of domestic devices is shifting from cost-effectiveness to differentiated advantages, focusing on the unique characteristics of Asian skin [8][9] - The export value of domestic medical aesthetic devices is projected to grow by 35% in 2024, with energy source devices making up 42% of exports, expanding into high-end markets like Europe and the U.S. [11]