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初普家用射频美容仪
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“药妆茅”,出手!
Zhong Guo Ji Jin Bao· 2025-08-05 16:16
【导读】贝泰妮打造初普运营团队,入局高端美容仪市场 中国基金报记者 赵刚 沉寂多日的家用高端射频美容仪Tripollar初普,最近被"药妆茅"贝泰妮重新带回公众视野。 记者从业内获悉,贝泰妮正在打造初普品牌的运营团队,由公司副总经理张梅负责。同时,在招聘网站上,贝泰妮已释放出多个相关岗位,包括电商设计 师、直播运营主管、媒介投放等。 有资本市场人士认为,对贝泰妮而言,此次合作可快速补足高端家用美容仪的产品与技术短板,与既有护肤品形成"仪器+凝胶+术后修护"的协同场景, 覆盖从居家到医美机构的完整方案。 该分析人士同时也表达了担忧,初普目前尚未取得国家药监局Ⅲ类医疗器械认证,而政策缓冲期仅剩8个月。 从幕后投资转向台前运营 近两年,贝泰妮在美容器械领域动作密集。 在投资方面,贝泰妮在2023年对威脉医疗实施战略投资,后续又参与了该公司的多轮融资,目前持股比例已达到9.49%。据公开资料,威脉医疗正致力于 自主开发一系列高端医疗器械产品线,包括外周介入类射频消融系统、医疗美容类射频治疗仪以及超声治疗仪等。 今年4月,贝泰妮旗下科凝美(上海)与开云医疗合资成立武汉科莱伊美靓泓生物科技,法定代表人为贝泰妮的高管之一高 ...
“药妆茅”,出手!
中国基金报· 2025-08-05 16:12
Core Viewpoint - Betaini is re-entering the high-end beauty device market by revamping the TriPollar brand and establishing an operational team to enhance its product offerings and technology capabilities [2][3]. Group 1: Company Strategy - Betaini is building an operational team for the TriPollar brand, led by Vice General Manager Zhang Mei, and is actively recruiting for various positions related to e-commerce and media [2]. - The collaboration with TriPollar aims to create a synergistic product offering that combines devices, gels, and post-care solutions, covering both home use and medical aesthetics [3]. Group 2: Market Position and Challenges - TriPollar, a high-end home beauty device brand from Israel, has faced challenges, including a recall of over 180,000 units due to temperature control defects and the need for regulatory compliance as a Class III medical device [15][16]. - As of 2025, TriPollar has not made progress in obtaining the necessary Class III medical device certification, which poses a risk of being banned from sale if not achieved by April 2026 [16]. Group 3: Financial Performance - Betaini's market capitalization has significantly declined from a peak of 120 billion yuan to approximately 19.4 billion yuan, with its stock price dropping below the initial offering price [18][19]. - The company's revenue growth has slowed considerably, with net profit halving over the past three years, and a 13.51% year-on-year decline in Q1 2025 [21][22]. Group 4: Investment and R&D - In recent years, Betaini has made strategic investments in the beauty device sector, including a 9.49% stake in Weimai Medical, which is developing high-end medical devices [6]. - The company is also enhancing its independent research and development capabilities, with multiple patents related to radiofrequency beauty devices filed since 2024 [10].