上万元的“童颜针”现在只卖900多元 背后原因揭秘

Core Viewpoint - The low-price strategy of the medical beauty company New Oxygen has intensified conflicts with upstream suppliers, leading to resistance from multiple vendors and a significant drop in its stock price [2][3]. Group 1: Supplier Conflicts - On December 11, the collagen filler manufacturer Faiman Biotech announced it had stopped supplying products to New Oxygen since October 1, claiming that continued sales would imply products were obtained from non-compliant channels or were counterfeit [2]. - Another manufacturer, Puliyan, listed over 40 New Oxygen clinics as "non-official cooperative medical institutions," while Saint Boma stated that New Oxygen's sales of its product "Aivilan" were through non-compliant channels [2][3]. - In response to supplier pushback, New Oxygen's clinic issued a statement accusing suppliers of maintaining a high-price system that undermines the pricing autonomy of medical institutions [2]. Group 2: Pricing Strategy - New Oxygen's pricing strategy has led to significant price reductions, with its own brand "Miracle Youth 3.0" priced at 999 yuan for the basic version and 2999 yuan for the upgraded version, while similar products from major brands are priced above 10,000 yuan [3][4]. - The company has been able to sell products at prices significantly lower than the original manufacturers by eliminating middlemen and utilizing lower-cost contract manufacturing [4]. - A recent promotion on New Oxygen's platform offered a product originally priced at 1999 yuan for as low as 949 yuan, resulting in over 22,000 units sold by December 15 [4]. Group 3: Market Dynamics - The medical beauty industry is experiencing a competitive landscape where New Oxygen's low-price model is seen as a survival strategy amid fierce competition [5]. - The products sold by New Oxygen are classified as approved Class III medical devices, but concerns remain regarding the quality control and long-term safety of newer domestic brands compared to established international ones [5]. - The ongoing conflict between New Oxygen and its suppliers is expected to have limited deep-seated impacts on the manufacturers, serving primarily to delineate boundaries publicly [5].