医美赛道布局
Search documents
敷尔佳:基于医药基因布局医美赛道,持续关注相关标的
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-27 09:32
南财智讯2月27日电,敷尔佳在投资者关系活动中表示,基于敷尔佳的医药基因与背景,医美赛道的医 疗器械类产品与公司现有产品是契合的,布局医美赛道是进一步完善产品矩阵的重要举措;医美相关标 的公司一直在关注,未来如有相关进展,将严格按照监管规则履行信息披露义务。 ...
主品牌营收增速放缓,珀莱雅“盯上”医美赛道
Bei Jing Shang Bao· 2025-06-04 13:09
Core Viewpoint - The beauty brand Proya is entering the medical aesthetics market with its first medical device product, a collagen patch aimed at post-surgery recovery, as it seeks new growth avenues amid slowing growth of its main brand [1][3][5]. Company Summary - Proya has launched its first medical device product, the medical collagen patch, which is designed for post-surgery skin care [1][3]. - The product is priced at 163 yuan after discount, down from 198 yuan, and is targeted at various skin recovery scenarios [3]. - Proya's main brand revenue growth is slowing, with a reported revenue of 85.81 billion yuan in 2024, showing less than 20% growth compared to previous years [5][6]. - The company aims to achieve a revenue scale exceeding 100 billion yuan in 2024 and has set a goal to enter the top ten global cosmetics companies within the next decade [6][9]. Industry Summary - The medical aesthetics market in China is rapidly expanding, with a market size of approximately 266.9 billion yuan in 2023, projected to exceed 700 billion yuan by 2031 [3][4]. - Other domestic beauty brands, such as Shanghai Jahwa and Beitaini, are also entering the medical aesthetics space, indicating a competitive landscape [4]. - The medical aesthetics sector is still in a phase of complete competition, with no dominant brands yet established, presenting opportunities for new entrants like Proya [4][9]. - Proya's entry into the medical aesthetics market is seen as a necessary strategy to maintain growth and compete with international brands, which have stronger brand positioning and marketing capabilities [9].
资生堂求解医美赛道
Bei Jing Shang Bao· 2025-04-01 13:05
医美赛道会是资生堂的解药吗?4月1日,北京商报记者获悉,资生堂推出了首个医疗美容品牌 RQPYOLOGY律曜,这意味着资生堂正式通过自有品牌进入医美赛道。当业绩连续多年出现下滑,曾 经风光无比的日妆巨头资生堂也不得不寻找更多新的机会,而市场规模不断扩大的医美赛道被寄予希 望。然而,医美这条赛道已经有了众多玩家,其中就包括资生堂老对手欧莱雅、雅诗兰黛等国际美妆巨 头,如此,资生堂又能有多少机会? 已备案两款产品 目前市面上关于资生堂旗下律曜品牌的信息并不多,根据为数不多的公开信息,律曜定位高端医美,品 牌理念是将皮肤护理与医学美学相融合,旨在满足那些对专业美容效果有追求,同时渴望享受高端体验 的消费者。据了解,该品牌即将在中国市场上市。 北京商报记者从国家药监局的备案信息官网了解到,目前律曜已经成功备案了两款产品,分别为律曜智 熠焕光透白精华乳、律曜智驭防晒乳。另根据媒体公开报道,资生堂就新品牌将与国内多地的医疗诊所 及医院展开合作,通过医研共创推动产品的持续迭代。目前律曜已经注册了官方公众号,注册时间为 2024年9月11日,认证主体为资生堂(中国)投资有限公司,该品牌在服务号简介为"高端术研,科技美 肤" ...