事实上，这并不是王思聪首次进入医美赛道。2016年12月柠悦品牌发布会召开时，王思聪就作为联合创始人之一出席活动。 据36氪2017年报道，在开业前期，柠悦诊所的会员卡已经覆盖了70%的明星、网红，这些明星资源积累的品牌口碑，以及新媒体营销等，将进一步带动粉丝 以及普通消费群体。 蓝鲸新闻记者查询发现，目前柠悦医疗美容在北京仅有一家门店，大众点评显示其人均消费为2409元。蓝鲸新闻记者致电该店了解到，该店即王思聪投资的 医美诊所品牌，目前北京仍有一家门店正在装修，尚无确定开业时间。 蓝鲸新闻1月6日讯（记者 郝妍）近日，天眼查工商信息显示，北京柠悦悦己医疗美容诊所有限责任公司正式成立。该公司法定代表人为陈伟，注册资本100 万人民币，其经营范围较为广泛，涵盖了医疗美容服务、生活美容服务、诊所服务等多个与美容相关的领域。 值得关注的是这家医美诊所背后的资本方。天眼查信息显示，该公司由北京叮咚柠檬科技有限公司持股90%，靳鹏持股10%。其中甘薇在北京叮咚柠檬科技 有限公司的持股比例为13.965%；而王思聪、秦岚则是通过北京柠悦科技中心（有限合伙）间接持股北京叮咚柠檬科技有限公司。 ...

随着增值税法及其实施条例在今年起实施，医美行业此前部分业务享受免税优惠将成为历史。 《中华人民共和国增值税法》和《中华人民共和国增值税法实施条例》自2026年1月1日起施行。其中， 增值税法在税收优惠一章中，明确了"医疗机构提供的医疗服务"免征增值税。增值税法实施条例将前 述"医疗机构"定义为"依据有关规定设立的具有医疗机构执业资格的机构，包括军队、武警部队各级各 类医疗机构，不包括营利性美容医疗机构。"。 第一财经记者从税务总局北京市税务局12366纳税缴费服务热线处了解到，今年之前增值税相关规定 中，并没有将营利性美容医疗机构排除在上述免税政策范围外。而从今年开始，只要是营利性美容医疗 机构，将不再享受上述免征增值税优惠政策。 上海国家会计学院副教授葛玉御告诉第一财经，在此前增值税制度下，国家对医疗机构提供的符合规定 的医疗服务给予免征增值税优惠政策，但并没有排除医美机构和医美服务。因此不少医美机构符合条件 医疗服务实际享受了免税优惠政策，而这在实务中存在争议。而今年起实施的增值税实施条例解决这一 争议，明确营利性医美机构不再享受上述免征增值税优惠政策，需要依法纳税。 所谓美容医疗机构，是指以开展医疗美容 ...

2026.01. 06 本文字数：2237，阅读时长大约4分钟 作者 | 第一财经 陈益刊 随着增值税法及其实施条例在今年起实施，医美行业此前部分业务享受免税优惠将成为历史。 《中华人民共和国增值税法》和《中华人民共和国增值税法实施条例》自2026年1月1日起施行。其 中，增值税法在税收优惠一章中，明确了"医疗机构提供的医疗服务"免征增值税。增值税法实施条例 将前述"医疗机构"定义为"依据有关规定设立的具有医疗机构执业资格的机构，包括军队、武警部队 各级各类医疗机构，不包括营利性美容医疗机构。"。 第一财经记者从税务总局北京市税务局12366纳税缴费服务热线处了解到，今年之前增值税相关规定 中，并没有将营利性美容医疗机构排除在上述免税政策范围外。而从今年开始，只要是营利性美容医 疗机构，将不再享受上述免征增值税优惠政策。 上海国家会计学院副教授葛玉御告诉第一财经，在此前增值税制度下，国家对医疗机构提供的符合规 定的医疗服务给予免征增值税优惠政策，但并没有排除医美机构和医美服务。因此不少医美机构符合 条件医疗服务实际享受了免税优惠政策，而这在实务中存在争议。而今年起实施的增值税实施条例解 决这一争议，明确营利性 ...

依据相关法律法规,在医美"拼房剧本杀"营销骗局链条中,各方的行为该如何定性? 李斌对此提示:"即使前面的骗局消费者看不出来,掉进了陷阱,最终付款的时候,一定要求对方出具一份合 同。收款账户一定要和提供医美服务的这家机构名称是相同的。在这个过程当中要拍照,留存合同复印 件,双方签字盖章,人手一份。" 北京中闻律师事务所律师李斌指出:"美容院扮演了中介、托儿的角色,'卡姐'也对消费者进行了欺诈误导, 实际上最终要承担责任的主体肯定是医美服务机构,它是合同当事人,消费者按要求支付了医美服务的费 用,医美机构就应当对消费者承担合同上的责任。" 消费者发现自己可能已经落入了"医美拼房剧本杀"陷阱,应该怎么办? ...

新华财经上海12月27日电（李一帆）《街霸6》格斗区内对战正酣，观众喝彩不断；一旁的七好科技用动态模特展示户外服饰；"无象之境"MR体验区则让人 仿佛置身虚实交融的未来空间……12月26日，首届中国（上海）国际男士生活方式博览会（以下简称"男博会"）在上海跨国采购会展中心拉开帷幕。数十家 智能穿戴、功能服饰、户外装备与数字科技品牌汇聚在此，吸引众多观众驻足。 上海市文化创意产业推进领导小组办公室副主任、上海市经济和信息化委员会二级巡视员刘波英在开幕式致辞中指出，男性消费市场正在快速崛起，"长期 以来，市场对男性消费存在一定偏见，常将其需求简单化，认为其消费意愿较低，且置于女性、儿童、老人、宠物等消费链的末端。然而，中国不仅拥有规 模庞大的男性移动互联网用户与千亿级男装市场，近年来男性在高端消费、健康管理、智能科技、文化娱乐等领域的增长曲线也极为显著。" 研究机构QuestMobile发布的《2025男性消费市场洞察报告》显示，男性用户群体的全网规模已突破6.34亿，月均使用互联网时长达到168小时。基于庞大的 用户基础，"他经济"增长动能日益强劲，消费潜力正逐渐释放。 从格斗电竞到精致护肤，男博会透视"他经济 ...

证券代码：000718 证券简称：苏宁环球 苏宁环球股份有限公司 进行提档升级工作，有望在医美行业深度发展进程中， 获得更大市场占有率。南京医美机构配备了国际顶尖 的诊疗设备、国际化的医师团队、合规药品及正品仪 器保障，为求美者提供国际专业化的医美技术，个性 化前瞻性美学定制服务，以高品质服务树立行业标杆。 投资者关系活动记录表 编号：2025-006 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 中信证券：徐晓芳、韩梓毅 时间 2025 年 12 月 26 日 地点 南京市鼓楼区集庆门大街 270 号公司 49 楼会议室 上市公司接待 人员姓名 财务负责人：刘得波；医美集团：马国义；证券部： 王燕、赵亚洲 投资者关系活 动主要内容介 绍 2025 年 12 月 26 日上午，投资者通过现场会议的 方式，与公司进行沟通交流，主要内容如下： 1、公司整体介绍 公司以房地产开发与销售为主营业务，持续推进 地产、医美双主业发展战略。地产业务布局全国，深 耕长三角区域，始终坚守稳健经营的发展理念，秉承 "低负债、高 ...

Core Insights - The article discusses the emergence of "emotional economy" as a trend in consumer behavior, highlighting a shift from "cost-performance" to "emotional value" among younger consumers [1][2] - It emphasizes the dual nature of emotional consumption, where it can provide comfort and joy but can also lead to anxiety-driven marketing practices that exploit consumer emotions [2][3] Group 1: Emotional Consumption Trends - The term "谷子（经济）" represents the emotional economy, indicating a growing trend where consumers prioritize emotional satisfaction over mere cost [1] - Products like trendy toys and virtual goods serve as emotional outlets for young consumers, fulfilling their psychological needs and contributing to new economic growth [1][2] Group 2: Negative Marketing Practices - Some businesses exploit consumer anxiety by creating a sense of urgency around products, such as limited edition blind boxes and exaggerated claims in the beauty industry [2] - This leads to a misperception among young consumers that happiness is directly tied to spending, resulting in financial and emotional burdens [2] Group 3: Recommendations for Stakeholders - To realign emotional consumption with its original intent, consumers should develop rational spending habits and be cautious of marketing traps [3] - Businesses are encouraged to focus on genuine emotional support rather than exaggerated marketing tactics, while regulatory bodies should address misleading advertising and price inflation [3] - The core strength of emotional consumption lies in authentic human care, which can transform it into a sustainable and heartwarming force [3]

Group 1 - The core business of the company is real estate and medical beauty [1] - The company confirmed that its ongoing projects do not involve the Yangxian Lake tourism resort complex [1]

Summary of the Conference Call for 美丽田园 Company Overview - 美丽田园 is expanding rapidly through acquisitions, planning to acquire competitors like 奈瑞尔 and 思妍丽 in 2025, increasing total store count to 734 [2][3] - The company expects significant growth based on acquisitions, with current stock price being undervalued, presenting investment opportunities [2] Financial Performance - Projected total revenue for 2024 is approximately 2.6 billion yuan, with revenue contributions of 55% from beauty and health services, 34% from medical aesthetics, and 10% from sub-health medical services [2][4] - Expected revenue growth of 28% in 2025, reaching 1.46 billion yuan, with 思妍丽 contributing around 850 million yuan [2][4] - The company maintains a dividend payout ratio of over 50%, with a dividend yield of about 4% [2][8] Industry Insights - The health and beauty industry exceeds 600 billion yuan, with traditional beauty market around 400 billion yuan and light medical aesthetics market at approximately 200 billion yuan, though growth rates are slowing [2][6] - The competitive landscape is fragmented, with leading players holding less than 1% market share, indicating potential for consolidation [6][7] - High closure rates of single institutions (around 20% annually) provide acquisition opportunities for leading companies [7] Growth Strategies - 美丽田园 is transitioning from direct sales and franchise models to a merger and acquisition strategy, leveraging customer resources from traditional beauty services to enhance profitability in medical aesthetics and sub-health services [3][4] - The company aims to combine beauty and medical aesthetics to achieve synergies and reduce costs amid rising customer acquisition costs and declining net profit margins in the industry [7] Future Outlook - Positive performance expectations for the next three years, with potential for revenue to double [8][9] - The company is actively preparing for acquisitions and expanding its franchise business, which is expected to grow alongside existing direct sales [9] - The sub-health business has shown significant growth, with a year-on-year increase nearing 100% in 2024 and maintaining similar growth in the first half of 2025 [9][10] Market Performance - In the life beauty segment, the company has achieved over 25% growth through internal growth and acquisitions [10] - In medical aesthetics, the focus on high-end customized services has stabilized the customer base and increased spending among existing customers [10] - The sub-health sector is expanding rapidly, with specific projects like women's care showing a year-on-year growth rate of 300% [10] Investment Value - 美丽田园 is characterized by low valuation and high growth potential, with a stable business model that exhibits economic resilience [11] - Future catalysts for growth include the pace of acquisition expansion and the stability of core traditional business operations [11]

Group 1: Robotics Industry - The robotics technology route is continuously iterating, with new entrants in the industry, leading to increased market focus on product performance and customer sampling progress [1] - The successful finalization of Tesla's Optimus is expected to drive marginal convergence in hardware technology routes, benefiting companies that can deeply integrate and secure direct orders [1] - Three categories of investment targets are recommended: high-probability Tesla supply chain participants, incremental segments aligned with technological upgrades, and undervalued high-performance companies with expected growth [1] Group 2: Satellite Industry - The satellite industry is poised for rapid growth as China's reusable rocket technology matures, enhancing launch capacity and reducing costs [2] - This development is expected to enable satellite companies to increase production capacity and accelerate network deployment, shortening the production and launch cycle for satellites [2] Group 3: Medical Aesthetics Industry - The medical aesthetics market in China is developing rapidly, with light medical aesthetics gaining popularity among consumers [3] - There remains significant potential for growth in the medical aesthetics market when compared to mature markets, particularly in injection, photonic equipment, fat reduction/shaping, and medical aesthetic services [3] - A strong regulatory environment is accelerating industry consolidation, guiding the medical aesthetics market towards healthier and more orderly development [3]