以下文章来源于盐财经 ，作者宝珠 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 从头到脚包裹起来的精致，是圣贝拉给不少人的第一印象。 文 ｜ 宝珠 编辑 ｜ 江江 来源｜ 盐财经（ID：nfc-yancaijing） 封面来源 ｜ unsplash 16.88万的悦己套餐、22.88万的经典套餐、28.88万的别致套餐、38.88万的女王套餐…… 上海某圣贝拉月子中心门店的价目表上，不同套餐的价格一览无余。钟钟在其中选择了16.88万元28天的基础套餐，她用半开玩笑的口吻对盐财经记者 说："我应该是月子中心里最穷的。" | ROOM TYPE | ROOM SIZE | | ROOM PRICE (28天/42天/56天) | | | --- | --- | --- | --- | --- | | 悦己套餐 | 一室一厅 | 16.88-22.88w | 24.88-33.88w | 32.88-44.88w | | 经典套餐 | 一室一厅 | 20.88-28.88w | 30.88-42.88w | 56.88-76.88w | | 别致套餐 | 一室一厅 | 28.88-38.88w | ...

Core Viewpoint - The company, Saint Bella, is leading a revolution in the high-end home care industry by standardizing, professionalizing, customizing, and digitizing home care services and products, and is set to become the "first global home care stock" after passing the hearing for its Hong Kong IPO [1] Group 1: Business Overview - Saint Bella has grown rapidly since its establishment in 2017, becoming the largest postpartum care group in Asia and China, with a market share that remains at the top [2] - The company operates three main business lines: postpartum care services, postpartum recovery services, and home care services, which contribute to a comprehensive business model that enhances customer lifetime value [2] - By the end of 2024, Saint Bella plans to have 81 postpartum care centers, expanding its reach to Hong Kong, Singapore, and Los Angeles [2] Group 2: Financial Performance - Revenue increased from 472 million RMB in 2023 to 799 million RMB in 2024, marking a doubling of income [2] - The company achieved a gross profit of 270 million RMB in 2024, with adjusted profits turning positive, reaching 72.47 million RMB by the end of 2024 [2] - The postpartum care centers contributed over 80% of the revenue, while home care and food services are showing strong growth, with their revenue share increasing year by year [2][3] Group 3: Growth Drivers - The family care service and food business have seen significant growth, with contract values for family care services increasing by 157% and food business values rising by 120% [5] - The company has established a high-end brand strategy, attracting loyal customers and ensuring business growth through a combination of high-end branding and professional services [4] - Digitalization and a light asset operation model are enabling efficient expansion and profit elasticity, allowing the company to enter new cities and increase market share [6] Group 4: Market Potential - The postpartum care industry has significant growth potential, driven by increasing consumer demand and evolving fertility policies [7] - The company is positioned to fill market gaps in high-end postpartum care services, with a standardized operational service system ensuring consistent quality [8] - Saint Bella's success may prompt a reevaluation of standards and digitalization in the home care sector, benefiting the industry's long-term development [8][9]

Core Viewpoint - Saint Bella is positioning itself as a leader in the postpartum care and recovery industry, aiming to become the "first global family quality care stock" through a differentiated business model and strong financial performance [1][4]. Group 1: Market Position - Saint Bella holds the top position in the postpartum care and recovery sector in Asia and China, with a market share of approximately 1.2% based on projected 2024 revenues [2]. - The company is recognized as the fastest-growing large-scale postpartum care and recovery group in China, leading the industry in revenue growth rates from 2022 to 2024 [2][7]. - Saint Bella is the first operator in the mainland to expand its postpartum care centers beyond China, establishing a global service network [3]. Group 2: Business Model - The company has developed a comprehensive service ecosystem that covers prenatal, postpartum, and family childcare, moving beyond the traditional single-service model [3]. - The business model consists of three stages: 1. Establishing a foundation of professional care with a tiered service design [3]. 2. Extending care services into home settings to meet ongoing needs after hospital discharge [3]. 3. Creating a health consumption ecosystem with high-end health food brands focused on women's nutrition [3]. Group 3: Financial Performance - Saint Bella's revenue has shown strong growth, with figures of 472 million, 560 million, and 799 million yuan from 2022 to 2024, reflecting a compound annual growth rate (CAGR) of 30.15% [7]. - The company has diversified its revenue streams, with nearly 30% of total income in 2024 coming from services outside postpartum care, indicating reduced reliance on a single business line [7]. - The gross profit has also expanded, with gross profits of 141 million, 205 million, and 270 million yuan from 2022 to 2024, achieving a CAGR of 38.42% [8]. - Adjusted net profits have doubled over two years, reaching 42.26 million yuan in 2024, with a year-on-year growth rate of 103.43% [8][12]. Group 4: Strategic Outlook - Saint Bella's strategy of integrating professional care, home settings, and health consumption is redefining industry standards and creating competitive barriers [4]. - The company is expected to accelerate its global expansion, potentially becoming a representative of Chinese family care solutions on the world stage [12].

自2010年在深圳成立以来，多喜娃致力于为孕产人群提供针对性的专业母婴健康服务。经过15年的行业 深耕与发展，多喜娃已经建立起以月嫂服务为核心，包括产后修复、母婴护理职业培训学校等的全链生 态发展模式，目前拥有自营月嫂3000+名，产业基地面积18000+平方，累计服务30万+宝妈家庭，综合 服务满意率98%，证明了多喜娃在母婴护理领域的强大实力和广泛的市场影响力。 近日，多喜娃获全球领先的新经济产业第三方数据挖掘和分析机构iiMediaResearch(艾媒咨询)授予的"中 国自营月嫂第一品牌"市场地位确认。 母婴月子服务市场爆发：从"刚需"到"品质化" iiMediaResearch(艾媒咨询)数据显示，2024年中国母婴消费市场规模达76299亿元，预计2027年达到 89149亿元。在政策驱动和市场需求转变升级下，母婴消费行业市场规模不断扩大；母婴消费客户群更 加细化，追求更加专业科学的服务。在消费及服务业态不断拓展的环境下，中国母婴行业发展前景广 阔。 近年来，随着"新时代女性""她经济""三孩政策"的持续发展，推动妈妈群体在生产、产后修复、育儿方 面更希望得到科学、专业、全方位的指导和照顾，月子服 ...

以下文章来源于电商在线 ，作者王崭 电商在线 . 见锐度、见洞察，聚焦互联网和新商业的创新媒体 来源丨电商在线 作者丨王崭 编辑丨王亚琪 图源丨Midjourney 社交平台上，"全女经济"正在成为热门话题。 "更能理解我的需求和想法""更安全舒适""不用担心被骚扰"……当越来越多女性提出自己的需求，新的消 费业态也逐渐在各行各业出现，重塑起了整个消费市场。 消费者、创业者、从业者……女性正以多重身份，打破性别藩篱，争夺健身、装修和酒吧这些传统"男性 堡垒"行业的话语权，打造出一个个独属女性的空间。 这场"空间争夺战"背后，是女性对安全、尊重与专业话语权的多重诉求，也是市场对女性需求的精准回 应。 艾瑞咨询数据显示，2023年中国健身房市场规模达675亿元，预计2025年将达到756亿元。而其中，区别 于"健身房常客是男性"的刻板印象，女性才是健身消费市场主力军。 《2023中国健身行业数据报告》显示，女性健身消费者占比达55.41%，而《2023当代女性健身洞察报 告》显示，乐刻的私教付费用户中，女性占比超过六成，并且女性用户占比还在以每年1个百分点的速度 增加。 从"畊宏女孩"到"帕梅拉女孩"，越来越多女 ...