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2025年中国医疗美容市场洞察报告:轻医美如何用“可视化场景”开拓新增长极?
Tou Bao Yan Jiu Yuan· 2025-09-22 12:45
研究报告 2025/08 www.leadleo.com 2025年 中国医疗美容市场洞察报告:轻医美如何 用"生活化场景"开拓新增长极? 2025 China Medical Aesthetics Industry 2025年中国医療美容産業 报告标签:医疗美容、生活美容、轻医美 主笔人:钟琪 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均系头豹研究院独有的高度机密性 文件(在报告中另行标明出处者除外)。 ,任何人不得以任何方式擅自 复制、再造、传播、出版、引用、改编、汇编本报告内容,若有违反上述约定的行为发生,头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院 "或"头豹"的商号、商标,头豹研究院无任何前述名称之外的其他分支机构,也未授权或聘用其他任何 第三方代表头豹研究院开展商业活动。 研究报告 | 2025/08 中国医疗美容行业 摘要 医疗美容与生活美容均以满足国民日益增长 的美容需求为目的,融合发展具有协同优势。 全球及中国市场将传统医美划分为轻医美与 重医美,轻医美因其创伤小、风险可控而更 受消费者欢迎,细分光电类项目成为医美与 生 ...
医美终端景气度跟踪
2025-06-15 16:03
Summary of Medical Aesthetics Industry Conference Call Industry Overview - The medical aesthetics industry is experiencing lower-than-expected performance in Q2 2025, primarily due to a decline in average transaction value (down 5% in April), a decrease in high-ticket project proportion, slower growth in first-tier cities, and increased regulatory scrutiny. As a result, mid-May revenue growth is only about 5% year-on-year, significantly below the expected target of 15% for the year [1][2][3]. Key Points and Arguments - **Revenue Growth and Customer Traffic**: April saw a revenue increase of only 3% year-on-year, failing to meet the 15% target. Customer traffic increased by 8%, but the continuous decline in average transaction value hindered overall revenue performance. The May holiday contributed somewhat, but revenue growth remained below expectations [2][3]. - **Customer Acquisition Challenges**: The proportion of new customers decreased year-on-year, with a 2% drop from January to April and a nearly 7% decline in April alone. The expected decrease during the May holiday is projected to be between 3% to 5% [1][10]. - **Product Performance**: - Collagen products are showing significant growth, with the Shanxi Jingbai Weimei series performing well, and the micro-aesthetic product line growing by 47%. - The botulinum toxin product line is experiencing stable growth of about 10%, while the hyaluronic acid product line shows mixed results, with brands like Juvederm and Restylane slowing down, and the HiTi series experiencing negative growth in April [1][12][13]. - **Market Dynamics**: The introduction of new brands like Aisufei is positively impacting the regenerative injection market, although traditional products like Bai Tian Shi are seeing a slowdown in sales. The company is considering introducing brands like Gaode Mei and Sofina Bodhi Source, which may disrupt existing products [1][15]. - **Promotional Activities**: March's promotional activities led to significant customer traffic growth, but the effectiveness of promotions in April and May was disappointing. High-ticket products like Tongyan Needle and Thermage are facing price declines due to increased competition, contributing to overall revenue slowdown [5][6]. - **Annual Performance Outlook**: Achieving the 15% annual performance target is challenging. The company plans to open new stores and hospitals and expand into untapped markets while promoting profitable products and controlling costs to maintain growth momentum [6][7]. Additional Important Insights - **Regulatory Impact**: Increased regulatory scrutiny is affecting marketing and product usage, contributing to the industry's overall performance challenges [4]. - **Emerging Products**: New products like the three-type humanized collagen gel from Weimei are expected to become market highlights, with a price point above 8,000 yuan, targeting the mid-face filling market [17][18]. - **Market Trends**: The market for collagen products is expanding, with a diverse range of offerings, including skincare and freeze-dried powders. Despite a decline in terminal prices, procurement prices have not decreased significantly, putting pressure on manufacturers to find alternatives [22][34]. - **Future Projections**: The botulinum toxin product line is expected to see continued growth, with new brands entering the market and a stable growth rate anticipated for 2025 and 2026 [26][27]. - **Compliance and Market Share**: Currently, compliant water light needles hold 0% market share, but this is expected to change as new registrations are approved, leading to a gradual increase in compliant product adoption [24]. This summary encapsulates the key insights and trends from the medical aesthetics industry conference call, highlighting the challenges and opportunities within the sector.