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美丽田园医疗健康早盘涨近5% 拟斥资12.5亿元人民币收购高端护肤品牌“思妍丽”
Zhi Tong Cai Jing· 2025-10-15 01:47
Core Viewpoint - Meili Tianyuan Medical Health (02373) is set to acquire 100% of Shanghai Siyuanli Industrial for 1.25 billion yuan (approximately 1.369 billion HKD), which is expected to enhance its market position and expand its store network significantly [1] Group 1: Acquisition Details - The acquisition of Shanghai Siyuanli Industrial will allow Meili Tianyuan to own the high-end skincare brand "Siyuanli" in China [1] - Post-acquisition, the number of stores is projected to reach 734, indicating rapid expansion [1] Group 2: Market Position and Growth Potential - Meili Tianyuan is recognized as a leading player in the domestic beauty and medical beauty service sector, with a strong brand reputation and operational capabilities [1] - The company is expected to see performance growth driven by deepening digital transformation, improved supply chain layout, and ongoing store expansion [1] Group 3: Analyst Insights - Huachuang Securities has issued a report projecting a compound annual growth rate for profits over the next three years, alongside a target price of 43.56 HKD, maintaining a "strong buy" rating [1]
港股异动 | 美丽田园医疗健康(02373)早盘涨近5% 拟斥资12.5亿元人民币收购高端护肤品牌“思妍丽”
智通财经网· 2025-10-15 01:45
Core Viewpoint - Meili Tianyuan Medical Health (02373) is set to acquire 100% of Shanghai Siyuanli Industrial for 1.25 billion yuan (approximately 1.369 billion HKD), which is expected to significantly expand its store network and strengthen its market position in the high-end skincare sector [1]. Company Summary - Meili Tianyuan Medical Health's stock rose nearly 5% in early trading, reaching 37.42 HKD with a trading volume of 11.7289 million HKD [1]. - The acquisition of Shanghai Siyuanli, which owns the high-end skincare brand "Siyuanli," is anticipated to increase the number of stores to 734 [1]. - The company aims to leverage its "Double Beauty + Double Healthcare" business model to enhance its industry position and market share [1]. Industry Summary - Huachuang Securities has noted that Meili Tianyuan is a leading player in the domestic beauty and medical beauty service sector, with a strong brand reputation and operational capabilities [1]. - The company is expected to see growth in performance due to deepening digital transformation, improved supply chain layout, and ongoing store expansion [1]. - The target price for Meili Tianyuan is set at 43.56 HKD, maintaining a "strong buy" rating based on projected profit compound growth over the next three years and comparable company valuations [1].