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玻尿酸带不动昊海生科了
Jie Mian Xin Wen· 2025-03-24 09:10
Core Viewpoint - Haohai Biological Technology's performance in 2024 shows stagnation in revenue and profit growth, primarily due to the declining market for hyaluronic acid and the impact of national procurement policies on its ophthalmology and orthopedics segments [3][5][16]. Revenue and Profit Summary - In 2024, Haohai Biological Technology achieved revenue of 2.698 billion yuan, a year-on-year increase of 1.64%, and a net profit of 420 million yuan, up 1.04% year-on-year [3]. - The medical beauty and wound care products contributed 1.195 billion yuan to revenue, accounting for 44.30% of total revenue, with a growth of 13.08% year-on-year [8]. Business Segment Analysis - The medical beauty segment, which includes hyaluronic acid, epidermal growth factor, and RF and laser equipment, generated 742 million yuan from hyaluronic acid, representing 62.05% of the medical beauty segment [8]. - The ophthalmology segment generated 858 million yuan, accounting for 31.79% of total revenue, showing a decline of 7.60% year-on-year [16]. Market Dynamics - The hyaluronic acid market is experiencing increased competition and a decline in growth, with high-end products facing challenges from competitors like Juvederm and Restylane [14]. - The rise of alternative products, such as hydroxyapatite, is reshaping the aesthetic market, as consumers are becoming more cautious about hyaluronic acid fillers [14]. Regulatory Impact - The regulatory changes in 2022 have affected the sales of RF and laser devices, with significant reductions in revenue from home-use and aesthetic-grade products starting in 2023 [15]. Product Performance - The revenue from cataract surgeries in 2024 was 420 million yuan, down 15.33% year-on-year, with artificial lenses and ophthalmic viscoelastic devices also showing declines [20].
千亿出售叫停!医疗巨头多次易主历经坎坷
思宇MedTech· 2025-02-10 14:34
"与第三方买家合作将博士伦私有化,是公司为从博士康完全分离而探索的几种方案之一,"博士伦在声明中表示。" 在与潜在买家进行接洽后,这一过程已经完 成,目前不会促成任何交易 。" " 完全分离仍然是我们的目标 。 博士伦将继续作为独立实体运营,并执行其战略和商业计划 。该公司在10月30日上调了2024年的收入预期,并将于2月19日报告 2024年第四季度和全年业绩,同时还将提供2025财年的预期。" 想象一下,一个企业拥有172年的历史,这是怎样的一个存在?当你走进它的总部时,可能都不自觉向它的创始人致敬。它就是 成立于1853年的博士伦 ,2022年于 纽交所和多伦多证券交易所同步上市,与爱尔康、强生、蔡司、库博被并称为眼科五巨头, 规模仅次于爱尔康,排名世界第二 。 近日, 博士伦(Bausch + Lomb)宣布,在与潜在的买家进行了讨论之后,目前没有计划立即出售公司 。 去年10月, 位列全球最大私募股权投资公司的 黑石集团(Blackstone)和德太投资(TPG Capital)正在考虑 联手收购博士伦 。 据英国《金融时报》报道,早在 2022年上市之前,博士伦就收到了私募股权公司的兴趣要约。 ...