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向医美终端转型 新氧周一大涨41.88%
Zheng Quan Shi Bao Wang· 2025-06-24 07:26
Group 1 - The stock price of New Oxygen surged by 41.88% on Monday, reaching $1.66 per share and a market capitalization of $166 million, following a previous increase of 15.84% [1] - New Oxygen's stock had been underperforming since its NASDAQ debut in May 2019, where it initially rose by 31.88% to a market cap of approximately $1.823 billion [1] - Analysts attribute the recent stock surge to strong growth in the company's chain business, while advertising and upstream businesses remain undervalued [1] Group 2 - Founded in 2013, New Oxygen initially focused on an internet medical beauty platform, achieving rapid revenue growth from 49 million RMB in 2016 to 617 million RMB in 2018, with a compound annual growth rate of 254.85% [2] - The company has faced significant challenges in recent years due to competition from platforms like Alibaba Health and Meituan, as well as content e-commerce platforms like Douyin and Xiaohongshu [2] - New Oxygen plans to launch a new light medical beauty chain brand "New Oxygen Youth Clinic" in November 2024, aiming to reduce costs through centralized procurement and improve service efficiency [2] Group 3 - As of March 31, 2025, New Oxygen operates 23 medical beauty centers across nine major cities in China, with 18 centers achieving positive monthly cash flow [2] - The company reported a significant increase in quarterly write-off projects, exceeding 92,900, and a growth in quarterly paid users by 874% to over 45,500 [2] - Active user numbers surpassed 75,700, reflecting an 846% year-on-year increase, indicating enhanced user engagement [2] Group 4 - New Oxygen has recently been involved in disputes regarding its "Miracle Youth" project, which offers a product at a significantly lower price than the official price set by the manufacturer [3] - The company defends its product authenticity and compliance, while accusing competitors of unfair practices [3]