AI赋能医美

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奖项报名!即将截止!首届全球医美科技大会
思宇MedTech· 2025-05-23 11:13
Core Viewpoint - The deadline for the 2025 Global Aesthetic Technology Innovation Awards has been extended to May 26, 2025, to allow more time for participants to prepare their submissions and showcase their innovations in the medical aesthetics field [1][2]. Group 1: Event Details - The event will take place on June 12, 2025, at the Beijing Zhongguancun Exhibition Center, with an expected attendance of 500 participants from various sectors including government, hospitals, and investment institutions [1]. - The conference will gather clinical experts, top scientists, technology innovators, and regulatory bodies to discuss advancements in medical aesthetics technology, commercialization paths, regulatory trends, and market opportunities [1][3]. Group 2: Award Categories - The awards include several categories such as: - **2025 Global Aesthetic Technology Innovation Award** for companies and manufacturers demonstrating significant technological innovation in medical aesthetics [5]. - **2025 Global Aesthetic Clinical Excellence Award** for products or technologies achieving notable clinical results in medical aesthetics [6]. - **2025 Global Aesthetic Industry Service Award** for companies providing exceptional services in the medical aesthetics industry [7]. - **2025 Global Aesthetic Innovation & Translation Award** for individuals with outstanding innovative practices in medical aesthetics [8]. Group 3: Evaluation Process - The evaluation will be conducted through expert reviews and meetings [9]. - The timeline for the evaluation process includes submission of materials until May 26, 2025, followed by a review and selection phase from May 27 to June 2, 2025, with winners notified between June 3 and June 6, 2025 [12].
“AI+医美”进行时!投资逻辑重构?
券商中国· 2025-04-07 07:36
Core Viewpoint - The integration of AI into the medical beauty industry is reshaping the sector, with significant implications for material research, clinical practices, and consumer services, leading to a transformation from "experience science" to "computational science" [1][2][6]. Group 1: AI Integration in Medical Beauty - Major companies in the medical beauty and cosmetics sectors, such as L'Oréal, Betaini, and Jinbo Biotechnology, have begun deploying AI technologies to enhance their operations [2][7]. - AI is expected to accelerate breakthroughs in material research, replace traditional consultation methods with effect simulation technology, and enable personalized services [2][6]. - The 2024 annual reports indicate that institutional investors are prioritizing "AI empowerment" as a core valuation metric for medical beauty companies [2][6]. Group 2: Investment Trends - Jinbo Biotechnology and Juzhi Biotechnology, which focus on recombinant collagen, have seen significant increases in fund holdings, with Jinbo Biotechnology receiving 35 fund investments, up from single digits a year ago [3][5]. - Jinbo Biotechnology's sales of its recombinant collagen product reached a milestone of one million units, with its stock price increasing by 74.8% over the past year [3][4]. - Meitu, a well-known photo editing company, has also entered the medical beauty space, with its stock price rising by 73.44% in the past year [5]. Group 3: AI's Impact on Industry Practices - AI is revolutionizing various aspects of the medical beauty industry, including clinical diagnosis, consumer services, and material research [6][12]. - AI's application in clinical diagnosis allows for pre-surgical simulations that reduce reliance on physician experience and enhance patient trust [6][12]. - The use of AI in consumer services enables personalized solutions through skin diagnostics and tailored treatment plans, shifting the focus from selling individual products to providing comprehensive solutions [6][12]. Group 4: Future Valuation and Business Models - The competitive landscape and valuation logic of publicly listed medical beauty companies are undergoing significant changes due to AI's pervasive influence [14][16]. - Companies are expected to transition from a focus on individual product sales to a model that emphasizes platform capabilities, data accumulation, and algorithm iteration speed [16]. - The long-term outlook suggests that as AI improves treatment predictions and risk mitigation, the medical beauty industry's business model will evolve towards bundled offerings of "AI solutions + products + services" [16][19]. Group 5: Caution and Challenges - Some companies, like Aimeike, are cautious about AI adoption, focusing instead on upgrading existing product technologies [19]. - The high costs associated with AI development and the potential for regulatory challenges related to AI diagnostics are significant considerations for companies in the sector [19][20]. - The reliance on high-quality data for AI model training poses challenges due to the privacy and fragmentation of medical beauty data [19].