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“药妆茅”,出手!
Zhong Guo Ji Jin Bao· 2025-08-05 16:16
Group 1 - Bethany is reviving the Tripollar brand, focusing on high-end beauty devices, and has established a dedicated operational team led by Vice General Manager Zhang Mei [2][4] - The collaboration with Tripollar aims to fill the product and technology gaps in high-end home beauty devices, creating a comprehensive solution that integrates instruments, gels, and post-treatment care [4] - Bethany has made strategic investments in the beauty device sector, including a 9.49% stake in Weimai Medical, which is developing a range of high-end medical devices [4][8] Group 2 - Tripollar, an Israeli high-end home beauty device brand, was once very successful in China, achieving over 300 million in revenue shortly after entering the market [8] - However, Tripollar faced significant challenges, including a recall of over 180,000 units due to safety issues and new regulatory requirements for RF devices [8][9] - As of August 2023, Bethany's stock price has dropped significantly, with a market capitalization decline of nearly 1,000 billion, marking it as the first company in the A-share beauty sector to experience a stock price drop below its initial offering [10][12] Group 3 - Bethany's revenue growth has sharply declined over the past three years, with net profit halving, and a significant drop in Q1 2025 revenue and profit [12][13] - The company is also facing shareholder withdrawals, with major shareholders reducing their stakes significantly [12][13]