Workflow
OMO模式
icon
Search documents
PHOTOMI焕新亮相:用OMO重塑影像定制,让生活成为可触摸的作品
Jiang Nan Shi Bao· 2025-07-07 06:47
Core Insights - The global emotional economy has surpassed $500 billion, with China's cultural and creative customization market growing at a compound annual growth rate of over 15%, leading to the emergence of innovative brands like PHOTOMI, which focuses on personalized image creation and instant services [1] Group 1: Company Overview - PHOTOMI is an innovative brand specializing in personalized image creation and instant services, established in 2023 and headquartered in Shanghai, China [7] - The brand aims to elevate image customization from functional services to emotional expression, aspiring to be a co-creator of users' lifestyle aesthetics [1][7] Group 2: Business Model and Strategy - PHOTOMI's physical stores are designed as "photo art shops," creating a vibrant artistic space that combines functionality and aesthetics, with a focus on a "10-minute service circle" [2] - The company employs an OMO (Online-Merge-Offline) model, integrating a digital service network with over 50 physical locations, allowing users to upload photos, customize products, and enjoy flexible delivery options [3] - PHOTOMI targets the high-frequency demand for ID photos, which exceeds 1 billion annually in China, using standardized shooting, AI retouching, and rapid delivery to establish a customer flow [4] Group 3: Market Positioning and Growth Potential - The brand's unique AI retouching system addresses common pain points in traditional photography services, achieving a daily service capacity three times the industry average [4] - PHOTOMI's strategy includes converting users from ID photo services to emotional consumption scenarios, with 30% of ID photo customers also ordering customized products like photo books and art decorations [4] - The company has initiated a "thousand-store plan," aiming to expand its network to 1,000 locations within five years, reaching 100 million users and continuously optimizing the online-offline integrated experience [5]
高端国货护肤一哥林清轩赴港IPO,精华油贡献近四成收入
Nan Fang Du Shi Bao· 2025-05-30 14:39
林清轩业绩的快速增长很大程度得益于精华类明星单品的带动。光是精华油产品在2024年就贡献了4.48亿元的收 入,占总收入37%,在所有产品品类中占比最大,而这一比例前两年分别为31.5%和35.3%,呈现明显的上升趋 势。林清轩在招股书中提到:我们产品组合的核心是标志性的山茶花精华油,截至2024年12月31日,已累计销售 逾3000万瓶,根据灼识谘询的数据,按全渠道总零售额计自 2014年以来连续11年在所有面部精华油产品中稳居全 国榜首。该产品同时也在中国面部精华油品类中唯一连续8年零售额超过人民币1亿元的产品。 美妆赛道似乎在资本市场迎来回暖迹象。继毛戈平成功上市后,5月29日,上海林清轩生物科技股份有限公司(以 下简称"林清轩")向港交所递交招股书,正式开启上市流程。凭借"山茶花精华油"这一明星单品切入国内高端护 肤赛道,林清轩在2024年实现营收12.1亿元,经调整后的净利润为2亿元,虽然营收和净利润并不算高,但毛利率 却高达82.5%。 林清轩近年加码布局线上渠道,业绩增长显著,但营销费用也连年上升,这几乎是所有头部国货美妆品牌的共性 问题。目前国内高端护肤市场大部分被国际大牌占领,作为国货美妆中 ...