上万元的“童颜针”现在只卖900多元,背后原因是→
So-YoungSo-Young(US:SY) 第一财经·2025-12-16 11:42

Core Viewpoint - The article discusses the recent conflicts between medical beauty company New Oxygen and its upstream suppliers due to New Oxygen's low pricing strategy, which has led to a significant drop in its stock price and supplier resistance [3][6]. Summary by Sections Supplier Conflicts - New Oxygen's low pricing strategy has intensified conflicts with suppliers, leading to several suppliers, including Faiman Bio, ceasing to supply products to New Oxygen since October 1 [3][4]. - Suppliers claim that New Oxygen's pricing disrupts the market's pricing system, resulting in a "supply cut" from multiple manufacturers [5][6]. Pricing Strategy - New Oxygen offers its own brand of "童颜针" (youthful needle) products at significantly lower prices compared to the market, with prices as low as 999 yuan for the basic version and 2999 yuan for the upgraded version [5]. - The article highlights that while major brands price their products above 10,000 yuan, New Oxygen's pricing strategy allows it to sell similar products for much lower prices, attracting a large customer base [5][6]. Business Model - New Oxygen's business model is characterized by using low prices as a customer acquisition strategy, collaborating with upstream manufacturers to eliminate middlemen and reduce costs [6][7]. - The company reportedly utilizes lower-cost OEM production methods, allowing it to maintain high profit margins despite lower retail prices [6][7]. Market Impact - The ongoing conflict between New Oxygen and its suppliers is expected to have limited long-term effects on the overall market, with the public disputes serving to clarify positions among the involved parties [8].

上万元的“童颜针”现在只卖900多元,背后原因是→ - Reportify