全面涨价？中韩医美免税政策同时终止

Core Insights - The medical beauty industry in China and South Korea is entering a new phase as both countries terminate their tax exemption policies for medical beauty services, marking the end of a tax incentive era [1][2][11] Group 1: Policy Changes - South Korea's medical beauty tax refund policy, which allowed foreign tourists to receive a 10% VAT refund, officially ended on December 31, 2025, after ten years of implementation [5][11] - China will implement a new VAT law starting January 1, 2026, which excludes profit-driven beauty medical institutions from tax exemptions, imposing a 6% VAT on these services [9][12] Group 2: Impact on Pricing - The immediate effect of these policy changes is an increase in operational costs for medical beauty institutions, likely leading to higher prices for consumers [12][13] - Experts suggest that while prices may rise due to the tax burden, the actual increase will vary based on regional factors and individual business strategies [12][13] Group 3: Industry Transformation - The end of tax incentives signals a shift from price competition to a focus on compliance and refined operations as core competitive advantages in the medical beauty sector [15][16] - Companies will need to enhance their technical capabilities, service quality, and overall customer experience to demonstrate value in a more regulated environment [15][16] Group 4: Future Directions - The regulatory changes may push the industry towards new collaboration models, such as partnerships with cosmetic brands to offer combined packages, helping to alleviate tax burdens [17][18] - The medical beauty sector is at a critical juncture, where the focus will shift from leveraging tax advantages to creating value and ensuring compliance, leading to a potential reshuffling of market leaders [18][19]