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促成六项重大合作,北京“未来美城”发展大会在昌平开幕
Xin Jing Bao· 2025-08-23 14:11
Core Insights - The China Cosmetics Raw Materials Innovation Conference and Beijing "Future Beauty City" Development Conference was held in Changping, highlighting the region's growth in the beauty and health industry [1] - Changping District has attracted 158 quality enterprises, including Aimeike and Meitu, with an industry revenue of 12.3 billion yuan last year and a compound annual growth rate of 23.2% [1] - The district has facilitated a significant cross-border acquisition project worth 190 million USD, marking it as the largest medical beauty cross-border merger in China [1] Group 1 - Six major collaborations were established during the conference, covering raw material research and development, platform construction, and market cooperation [2] - Notable partnerships include the establishment of a joint laboratory between Shangjie Youlan and Beijing Technology and Business University, and a strategic cooperation project for high-end skincare product development between Lepu Ruikang and Huacai Life [2] - Changping aims to further gather high-end resources to create an industrial cluster, promote consumption upgrades, and assist Beijing in becoming a global hub for the beauty and health industry [2]
重仓医美赛道!九州通入局奥园美谷重整
Bei Jing Shang Bao· 2025-04-24 12:40
Core Viewpoint - 九州通, a leading company in the pharmaceutical distribution industry, has announced its participation in the restructuring of Aoyuan Meigu (ST Meigu), aiming to become its controlling shareholder by investing 673 million yuan for 360 million shares post-restructuring [1][5]. Group 1: 九州通 Overview - 九州通's main business includes pharmaceutical distribution, CSO, pharmaceutical manufacturing, and new retail, with a focus on the medical aesthetics sector [5]. - In 2023, 九州通's medical aesthetics business achieved sales revenue of 342 million yuan, a year-on-year increase of 103.06% [5]. - The company reported a total revenue exceeding 150 billion yuan in 2023, with the medical aesthetics segment contributing a relatively small portion [5]. Group 2: Aoyuan Meigu Overview - Aoyuan Meigu's main businesses are bio-based fiber and medical beauty services, previously a regional leader in the medical aesthetics industry [1]. - Aoyuan Meigu has developed well in the medical aesthetics sector, operating several medical beauty hospitals and health management consulting companies [5]. Group 3: Strategic Implications - 九州通 believes that Aoyuan Meigu's medical beauty services will synergize well with its own medical aesthetics business, enhancing overall competitiveness in the beauty and health industry [5]. - The company plans to leverage its supply chain system, operational management experience, and digital capabilities to collaborate with Aoyuan Meigu in various areas, including supply chain integration and core product development [5]. Group 4: Financial Performance - 九州通's financial performance for the first three quarters of 2024 showed a slight decline, with revenue of approximately 113.4 billion yuan, down 0.82% year-on-year, and a net profit of about 1.696 billion yuan, down 6.99% year-on-year [8]. - The implementation of the restructuring investment agreement is subject to the court's approval of Aoyuan Meigu's restructuring plan, indicating uncertainty in the investment's outcome [8].
加码医美业务布局 九州通拟6.73亿元投资奥园美谷
Jing Ji Guan Cha Wang· 2025-04-23 15:19
Core Viewpoint - 九州通's subsidiary, Hubei Jiuzhou Industrial Park Operation Management Co., Ltd., signed a restructuring investment agreement with Aoyuan Meigu Technology Co., Ltd., planning to invest 673 million yuan to acquire 360 million shares post-restructuring [2][3] Group 1: Investment Details - The investment aims to make 九州通 the controlling shareholder of ST Meigu if the restructuring plan is successfully completed [3] - The restructuring investment is expected to positively impact 九州通's medical beauty business and align with its long-term strategic development plan [3] Group 2: Business Synergy - Aoyuan Meigu's medical beauty services have good synergy with 九州通's existing medical beauty operations, which have rapidly grown and now cover over 10,000 medical beauty service institutions nationwide [3] - 九州通 plans to leverage its strong pharmaceutical supply chain, efficient operational management, and advanced digital capabilities to enhance collaboration with Aoyuan Meigu in the beauty and health sector [3] Group 3: Implementation and Uncertainty - The specific implementation of the restructuring investment will depend on the court's approval of Aoyuan Meigu's restructuring plan [3] - There is uncertainty regarding the subsequent progress and effects of 九州通's participation in the restructuring investment, with no significant short-term impact on the company's operating performance [3]
突发!240亿龙头大动作
Zheng Quan Ri Bao Wang· 2025-04-23 13:59
Group 1 - The core point of the news is that Jiuzhoutong plans to invest 673 million yuan to acquire 360 million shares of Aoyuan Meigu, which is undergoing restructuring, indicating a strategic move into the beauty and health sector [1][2] - The investment is expected to positively impact Jiuzhoutong's medical beauty business and aligns with the company's long-term strategic development plan, enhancing its core competitiveness [2] - The collaboration between Jiuzhoutong and Aoyuan Meigu is anticipated to leverage Jiuzhoutong's strong pharmaceutical supply chain, operational management experience, and digital capabilities to expand the beauty and health industry [2][3] Group 2 - Jiuzhoutong's stock price is reported at 4.89 yuan per share, with a market capitalization of 24.658 billion yuan as of April 23 [2] - The investment is viewed positively by the market, as it aligns with the trend of the health industry, although there are uncertainties regarding Aoyuan Meigu's restructuring and potential challenges in business integration [3]