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京东健康开了自营诊所,美团医美跟不跟进?不跟!
Core Viewpoint - Meituan Medical Beauty is focusing on upstream supply chain solutions rather than establishing its own medical beauty clinics, emphasizing its platform identity and ecosystem role [1] Group 1: Company Strategy - Meituan Medical Beauty will not open its own medical beauty clinics, which is a long-term strategic direction [1] - The company is enhancing its supply chain by providing traceable solutions to address issues in the medical beauty industry, such as counterfeit products and lack of logistics traceability [1] - Meituan Medical Beauty aims to increase the penetration rate of medical beauty users among its members, with only 2.2% of its platinum-level users currently engaged in medical beauty services [3][4] Group 2: Industry Insights - The Chinese medical beauty industry is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 13.2% over the next five years, although this is a slowdown compared to the previous decade [3] - The number of illegal practitioners in the medical beauty industry is nine times that of compliant practitioners, and the number of black clinics is six times that of regular clinics [2] - Water light needles are the most popular injection project, with a monthly verification growth rate exceeding 106.89% [3] Group 3: Marketing and Brand Promotion - Meituan Medical Beauty is increasing its brand awareness through promotional activities, including partnerships with variety shows and dramas, which marks a shift from its previous lack of brand promotion [4] - The company is providing free medical beauty project benefits to its high-tier members to boost engagement [4]