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深港“双向奔赴”:华强北花式度假背后的创新活力
Nan Fang Du Shi Bao· 2025-10-09 06:35
清晨的口岸,拖着行李箱的港人市民与步履匆匆的深圳商户在通关人流中擦肩而过,奔赴彼此的城市 ——这已成为"双节"期间深港两地的独特风景。一边是港人家庭北上,涌入华强北体验机器人舞动与街 头美食的热闹;另一边,华强北的创业者也带着样品箱南下香港,在展会与咖啡馆里寻觅商机。 这场以假日为契机的"双向奔赴",早已超越了购物与旅游的范畴,正演变为两地商业生态与创新因子的 深度交融,如同一片蓬勃生长的"湾区红树林",在人来人往中孕育着无限可能。 华强北"双节"焕新场景,"科技+潮玩+医美"吸引港人消费 不仅港人北上,许多华强北的企业家和商户也利用节假日"反向出发",南下香港开拓商机。由于香 港"双节"不停市,金融、展贸、文创等行业在假期仍保持活跃,各类展会、创新沙龙密集举行,为深圳 企业提供了观察国际市场与拓展渠道的良机。 张先生是华强北的一家电子产品制造商,此次节日期间,他带着新品样机到香港与国际买家交流、洽谈 分销。这样,他们在"度假"之余,与香港经销商初步达成代理意向。张先生表示,香港作为国际化的商 业枢纽,在'度假'中也能发现机会。"这种"度假式商务拓展"正成为深圳创业者的新常态。 在香港,不少来自华强北的企业家 ...
新氧童颜针跌破3000元,“青春诊所”距离盈利还要多久
Bei Jing Shang Bao· 2025-09-24 13:17
Core Viewpoint - The launch of the new "Miracle Tongyan 3.0" by Xinyang at a price of 2999 yuan marks a significant price drop in the market for Tongyan injections, which typically exceed 10,000 yuan, establishing a new low price point in the industry [1][4]. Pricing Strategy - Xinyang's pricing strategy is based on obtaining pricing authority from upstream manufacturers, allowing them to offer competitive prices [6][7]. - The previous versions of Tongyan injections were priced at 4999 yuan and 5999 yuan, indicating a trend of progressively lowering prices [4][9]. Market Context - The current market for Tongyan injections includes several high-priced products, with manufacturers like Saint Boma and Kanjie Pharmaceuticals pricing their products between 12,800 yuan and 14,800 yuan [4][9]. - The trend of decreasing prices for Tongyan injections is expected to continue, driven by market demand and product effectiveness [5]. Company Performance - Xinyang's clinics have achieved monthly profitability at the store level, although overall profitability is still pending due to the costs associated with middle and back-end operations [9]. - The company plans to expand its clinic network significantly, aiming for over 50 locations by the end of 2025, with a long-term goal of establishing a presence in 100 cities [9]. Financial Growth - Xinyang reported a substantial increase in revenue from its light medical beauty chain business, with a year-on-year growth of 551.4% in Q1 2025, reaching 98.8 million yuan [10]. - In Q2 2025, revenue from beauty treatment services also saw a significant increase of 426.1%, totaling 144.4 million yuan [10].
罗永浩宣布将测评市面在售预制菜 强调不会直播带货;新石器宣布第1万台无人车交付|未来商业早参
Mei Ri Jing Ji Xin Wen· 2025-09-23 23:17
Group 1: New Technologies and Innovations - New Stone Technology announced the delivery of its 10,000th unmanned delivery vehicle, marking the world's first fleet of this scale and indicating a significant shift from technology validation to large-scale commercialization in the unmanned delivery industry [1] - New Stone's achievement demonstrates the reliability of technology and commercial viability, significantly reducing costs through scale, providing a model for industry profitability [1] - The industry competition is currently focused on road rights and cost, with New Stone leading due to its advantages in road rights across hundreds of cities and a cost of approximately 70,000 yuan, although competitors like Momo and Jiushi have achieved lower pricing [1] Group 2: Consumer Goods and Market Trends - Luo Yonghao announced plans to evaluate pre-packaged meals available on the market, emphasizing a neutral stance by not engaging in live commerce, which could enhance consumer trust in the industry [2] - This initiative comes at a critical time for the industry, potentially pushing companies to strengthen quality control and shifting competition from price wars to brand trust [2] Group 3: Pricing Strategies in the Beauty Industry - New Oxygen launched its new product "Miracle Youth 3.0" at a price of 2,999 yuan, aiming to address high prices and rampant black market practices in the medical beauty industry [3] - The introduction of this competitively priced product targets the issue of inflated prices in the market, potentially leading to a more rational pricing system [3] - However, the low pricing strategy may trigger a price war in the industry, necessitating New Oxygen to ensure service quality while exploring sustainable business models [3] Group 4: E-commerce and Brand Expansion - Alibaba's AliExpress launched the "Super Brand Going Global Plan," aiming to achieve higher sales at half the cost of Amazon, directly challenging Amazon's dominance in the mid-to-high-end brand market [4] - In the first half of the year, AliExpress saw a 70% year-on-year increase in new brands, with over 500 brands doubling their sales and more than 2,000 brands expanding into new overseas markets [4] - This initiative signifies a shift from a focus on cost-effectiveness to targeting the mid-to-high-end market, reshaping the landscape of cross-border e-commerce and prompting a shift towards refined operations and cost control [4]
新氧推出“奇迹童颜3.0”定价2999元,CEO金星:医美行业未必非要暴利
Xin Lang Ke Ji· 2025-09-23 11:08
Core Viewpoint - New Oxygen Technology has launched the Miracle Youth Needle 3.0 at a price of 2999 yuan, marking the lowest price in the history of youth needles, aiming to make aesthetic medical treatments more affordable for consumers [1] Group 1: Product Launch and Pricing Strategy - The price of youth needles in the market typically ranges from 13,000 to 24,000 yuan, while New Oxygen's previous versions were priced at 4999 yuan and 5999 yuan, significantly lower than competitors [1] - The CEO of New Oxygen stated that high prices in the mainland market are due to high procurement costs and upstream manufacturers controlling retail prices, and the company aims to challenge the notion that the aesthetic medical industry must rely on high profits [1] Group 2: Supplier Relations and Challenges - New Oxygen faced pressure from upstream manufacturers, including legal threats, when it attempted to lower prices with its earlier versions, which led to conflicts over pricing and product authenticity [1] - The company has now partnered with Xihong Bio, which does not impose price controls, to ensure a stable supply chain and maintain quality service for consumers [2] Group 3: Business Expansion and Operational Insights - New Oxygen has opened 37 clinics since May 2023, with plans to exceed 50 by the end of 2025 and aims for a long-term goal of establishing a presence in 100 cities [2] - Currently, the clinic operations are not profitable due to the costs associated with establishing a central support system, but the individual clinics have achieved monthly profitability, indicating potential for future overall profitability [2]
记者调查医美速成培训班乱象:“轻医美技师”培训三五天就上岗
Sou Hu Cai Jing· 2025-09-23 05:40
编者按 根据相关数据,近几年我国"轻医美"用户规模不断增长,预计2025年将达到3105万人。用户规模的持续 增长,带动整个"轻医美"市场快速扩张,预计2026年市场规模将突破3000亿元。 "轻医美"通常指非手术类医疗美容,如部分注射、光电、生物技术等,其具有操作手段灵活、创伤小、 恢复期短、风险低等特点,但仍属于医疗行为。一些商家为降低消费者心理门槛,让消费者产生"做轻 医美"和"做美容护理"区别不大的错觉,激发消费动力,在宣传推广中强调"轻""快餐化""生活化", 将"轻医美"医疗属性和潜在风险淡化。不仅如此,医美行为监管明确、门槛高,鼓吹"轻"化可能为无证 擅自开展医美等违法现象大开绿灯。 如何才能有效规范"轻医美"市场?记者对此展开调查。 "3天线下特训+50节线上拓展课""快速上手各类皮肤注射项目,零基础掌握核心技术""结业即可独立接 诊,月入五六万元不在话下"…… 《法治日报》记者近日调查发现,在搜索引擎或社交平台上搜索"医美学习"等关键词,就会跳出五花八 门的医疗美容类培训机构,网上有时候还会主动推送这类内容。其中不少此类机构承诺,只需短短几 天,毫无医学学习经历的"小白"也能掌握"轻医美"技 ...
Yestar艺星发布"八大服务承诺" 推动医美行业规范化发展
Zhong Guo Jing Ji Wang· 2025-09-22 08:46
在消费者对服务品质与权益保障需求不断提升的背景下,Yestar艺星于2025年9月20日正式发布"八大服 务承诺",并于同期举行线下发布会。该举措旨在通过系统化、规范化的服务标准,强化企业主体责 任,提升用户体验,并致力于为中国医美行业的规范与健康发展提供可借鉴的实践路径。 Yestar艺星20年来,已在全国布局20城30院的规模优势,为承诺的落实提供了体系支撑。艺星集团通过 标准化管理、集约化采购和资源整合,保障各区域服务机构在执行过程中实现一致与规范,使消费者在 不同地区均可享受到统一的高品质服务。 未来,Yestar艺星表示将以"八大服务承诺"为起点,持续强化技术引进与自主研发,平衡创新与安全, 坚守医疗安全底线,并通过数据赋能服务升级。在追求长期价值的道路上,强调"服务"与"责任"并重, 推动行业建立更有温度、更有规范的全新生态。 有业内观点认为,头部企业主动构建公开、可监督的服务标准体系,不仅有助于提升自身服务水准,更 体现出企业在行业规范化进程中的责任意识。该承诺体系亦为企业内控管理树立了新标准,进一步推动 医美行业从高速发展转向高质量发展。 Yestar艺星行业首创"八大服务承诺"围绕消费者关切 ...
周末飞韩国打200块变美针,白领迷上特种兵医美
Hu Xiu· 2025-09-17 06:12
本文来自微信公众号:新周刊 (ID:new-weekly),作者:张远山,编辑:陆一鸣,题图来自:视觉中国 周五下班,成群的年轻人飞往韩国,在两天内完成热玛吉、溶脂、填充等多个轻医美项目;周日晚上,带着红肿的脸返程。 在社交平台上,有人的行程更加极致,一天往返。在经验帖中,时间被划分得更加精确:北京时间7:50登机,韩国时间9:50下飞机直奔安检;11:30到 达医美机构面诊,14:00做完全部项目,19:45从韩国起飞。这位网友一天之内往返,她分享秘诀:选一个离机场近的医美机构。 每一小时的行程、每一个项目的顺序,都被精准规划——以短途旅行的预算,同时收获容貌的提升与工作的"刹车片"。 机票千元,签证通过率高达90%,项目价格仅为国内几分之一,中文顾问,一张床式服务,术后即时护理……如果不飞一趟韩国,你或许难以想象,韩国 医美已经为国内追逐美丽的人们打造出一条如何高效的通道。 对"小韩医美特种兵"而言,吸引他们的大概不只是几倍的价差,更是一种极速变美的新生活方式:无需请假,没有恢复期,甚至不影响周一例会。 这么近,那么美,周末去变美? 7月初的一个周六,凌晨五点半,在微亮的天光里,孟圆从上海的家出发。8点1 ...
「既当裁判又踢球」!新氧揽财、机构逃亡,金星执意「砸锅吃饭」?
Xin Lang Ke Ji· 2025-09-16 01:54
Core Viewpoint - The entry of the company into offline aesthetic medical clinics has led to a public rift between upstream and downstream players in the medical beauty industry, revealing long-standing grievances over interests [1] Group 1: Financial Performance - The total revenue of SOYOUNG CLINIC reached 144 million yuan, marking a year-on-year increase of 426.1%, and has become the largest revenue source for the group [2] - The company's total revenue for the second quarter was 378.7 million yuan, down 7% year-on-year, with a net loss of 36 million yuan compared to a net profit of 18.9 million yuan in the same period last year [19][20] Group 2: Market Dynamics - The company has faced accusations from numerous medical beauty institutions of being "unfaithful" and "biting the hand that feeds," particularly from its advertising clients [2] - The company’s transition from an online platform to a direct competitor in the offline space has led to a loss of trust and a phenomenon termed "de-SOYOUNGification" among partner institutions [7][8] Group 3: Strategic Decisions - The company’s management believes that self-reform is a strength rather than a weakness, despite facing resistance from some partner institutions [9] - The CEO indicated that the shift to offline operations was a long-planned strategy, initiated years ago, rather than a sudden decision [19] Group 4: Competitive Landscape - The company’s entry into the offline market has sparked direct competition with its former partners, leading to significant tensions, including a notable incident where a major client threatened to withdraw advertising spending if the new clinic opened nearby [5][6] - The company has been accused of engaging in a "price war," with significant price reductions for certain services, which has drawn criticism from upstream suppliers [17] Group 5: Business Model and Operations - The company claims that its self-operated clinics and platform services are complementary rather than competitive, with a focus on different market segments [10] - The company has implemented a separation strategy to maintain the platform's neutrality while still directing traffic to its own clinics, although this has raised questions about the integrity of its operations [14][15]
苏宁环球:地产稳基医美提速,双主业协同穿越周期
Zheng Quan Shi Bao Wang· 2025-09-01 11:23
Core Viewpoint - Suning Universal (000718.SZ) reported a stable performance in the first half of 2025, achieving operating revenue of 934 million yuan and a net profit of 137 million yuan, supported by its dual business strategy of real estate and medical aesthetics [1] Group 1: Real Estate Performance - The real estate industry is in a transition phase towards high-quality development, with a steady adjustment in market demand [2] - Suning Universal maintains a low debt ratio of 29.74%, significantly below the industry average of 74.98%, reflecting a focus on financial safety [2] - The company emphasizes high-quality products and efficiency, targeting the Yangtze River Delta region to strengthen its real estate business [2] Group 2: Project Development - The company focuses on "delivery reputation" to mitigate market fluctuations, with successful project deliveries enhancing customer satisfaction [3] - The Nanjing Rongjin Ruifu project received high praise for its quality, with subsequent phases progressing as planned [3] - The Nanjing Binjiang Jingyuan project, aimed at first-time buyers, has commenced construction, further diversifying the product matrix [3] Group 3: Sales Strategy - The company employs a "step discount + multi-channel customer acquisition" strategy around key sales periods, effectively matching customer needs [4] - Sales in residential and commercial projects in Nanjing, Wuxi, and Wuhu saw a year-on-year increase of 100.47%, indicating a successful dual sales strategy [4] - Cost control measures have reduced construction costs by 2%-3% and shortened project timelines by 10%-15%, enhancing profitability [4] Group 4: Medical Aesthetics Growth - The medical aesthetics segment is a key growth driver, with revenue reaching 91.72 million yuan, a year-on-year increase of 4.44% [5] - The number of new customers surged by 50.4%, indicating strong market demand and customer recognition [5] - The company plans to expand its medical aesthetics presence in economically developed cities, enhancing its market share [6] Group 5: Management and Risk Control - The company has upgraded its internal management through clearer responsibilities and streamlined processes, improving operational efficiency [7] - A comprehensive risk control system has been established to ensure stable operations during industry fluctuations [7] - The real estate sector is expected to benefit from policies aimed at stabilizing the market, while the medical aesthetics industry is poised for growth driven by consumer recovery and technological innovation [7][8] Group 6: Future Outlook - Suning Universal aims to leverage its development experience, land reserves, and robust financial structure to expand market share in both real estate and medical aesthetics [8] - The company will continue to prioritize quality in its real estate offerings and accelerate its medical aesthetics market expansion [8]
上半年净利猛降281.6%,医药业务持续下滑,失去“童颜针”后*ST苏吴业绩何去何从
Hua Xia Shi Bao· 2025-08-31 09:30
Core Viewpoint - *ST Suwu has experienced a significant decline in both revenue and net profit in the first half of 2025, primarily due to a substantial impairment provision for trade receivables, despite high growth in its medical beauty segment. The loss of exclusive distribution rights for its key product, AestheFill, poses a serious challenge for the company's future performance [2][3][7]. Financial Performance - In the first half of 2025, *ST Suwu reported revenue of 636 million yuan, a year-on-year decrease of 27.08% [3]. - The net profit attributable to shareholders was a loss of 44.42 million yuan, a decline of 281.63% compared to the previous year [3]. - The operating cash flow was negative at -885 million yuan, down 680.0% year-on-year [3]. - Basic earnings per share stood at -0.062 yuan [3]. Business Segment Analysis - The pharmaceutical business, as the traditional core segment, generated revenue of 358.10 million yuan, a decline of 53.81% year-on-year [4]. - The medical beauty segment achieved revenue of 268.19 million yuan, a remarkable increase of 234.73% year-on-year [5]. - The gross profit from the pharmaceutical segment was 184.66 million yuan, down 32.09% year-on-year, while the medical beauty segment's gross profit was 220.44 million yuan, up 231.94% year-on-year [5]. Key Product and Market Changes - The exclusive distribution rights for AestheFill were unilaterally terminated by Regen Biotech, which poses a significant risk to *ST Suwu's revenue stream [7]. - The termination was attributed to alleged violations of the distribution agreement and financial misconduct by *ST Suwu [7][8]. - The product AestheFill will be rebranded as "Zhen Ai Su Fei" in the Chinese market, further complicating *ST Suwu's ability to maintain its market position [8]. Stock Market Activity - Despite the declining performance and potential delisting risks, *ST Suwu's stock has seen unusual trading activity, with significant price increases observed in late August 2025 [8][9]. - The stock price fluctuated, with a notable drop of 1.71% and 5.22% on August 28 and 29, respectively, bringing it close to the warning line of 1 yuan [9].