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童颜针949元拼团价惹厂商抵制 新氧回应称挤价格泡沫
Zhong Guo Jing Ji Wang· 2025-12-17 06:52
今年6月,"奇迹童颜2.0"以5999元/支的价格面世,产品采用了圣博玛旗下市场均价约1.88万元/支 的艾维岚,圣博玛公开声明,指控新氧存在"非授权渠道采购"等问题,同时列出20余家新氧青春诊所为 艾维岚非官方合作医疗机构。新氧同样强硬回应,还明确表示圣博玛"干涉定价权"。 (责任编辑:徐自立) 中国经济网记者致电新氧了解这场"定价权大战"详情。对于上游厂商的说法,新氧表示,当前,产 业链上下游围绕价格的博弈,是医美从"卖方市场"走向"买方市场"的结构性变化。随着童颜针、玻尿 酸、胶原蛋白等产品密集获批,价格更多要围绕真实成本与用户需求重新定价。 中国经济网北京12月17日讯 华夏时报15日报道《定价权大战升级!新氧2999元童颜针硬刚上游厂 商,重资产转型陷生死博弈?》显示,前不久,医美再生材料厂商普丽妍公开发布了一份包含79家机 构的"非官方合作医疗机构"名单。其中,医美平台公司新氧(股票代码:SY.O)旗下46家"青春诊所"被 点名,被质疑产品来源不明且医护人员未经官方培训。新氧随即强硬回应,坚称其产品渠道合法合规、 全流程可追溯。 新氧认为,从中长期来看,价格回归理性,对上下游其实是共赢:对上游而言 ...
大消费行业周报(12月第2周):坚持内需主导、提振消费-20251215
Century Securities· 2025-12-15 09:40
Investment Rating - The report maintains a positive outlook on the consumer sector, emphasizing the importance of domestic demand and consumption recovery [1]. Core Insights - The consumer sector experienced a decline across various segments, with notable drops in retail, social services, food and beverage, beauty care, home appliances, and textiles [3]. - High-end liquor, particularly Moutai, is showing signs of bottoming out despite a significant price drop, indicating potential recovery as demand stabilizes [3]. - The central economic work conference highlighted the commitment to boosting domestic consumption, with policies aimed at increasing residents' income and optimizing supply of quality goods and services [3]. - The report suggests focusing on service consumption sectors, which have room for growth compared to developed countries [3]. Summary by Sections Market Weekly Review - The consumer sector saw a broad decline, with specific weekly performance metrics indicating negative trends across various sub-sectors [3][5]. - Notable stock performances included significant gains for certain companies, while others faced substantial losses [3][13][14]. Industry News and Key Company Announcements - Recent regulatory approvals and policy initiatives are expected to impact various sectors, including tourism and electric vehicles, with a focus on enhancing consumer experiences and market growth [15][16][19]. - Companies like Tim Hortons and others reported positive financial results, indicating resilience in the consumer market despite broader sector challenges [19][20].