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美团给京东医美发补贴了
华尔街见闻· 2025-07-30 05:00
Core Viewpoint - JD's self-operated medical beauty clinics are making significant progress in channel expansion, particularly through collaboration with Meituan, marking a strategic move in the medical beauty sector [1][4]. Group 1: JD's Medical Beauty Clinic Launch - JD's self-operated medical beauty clinic, named "JD Self-operated Dermatology (Yizhuang Store)," has launched on the Meituan app [2][3]. - This collaboration with Meituan represents the first partnership between JD and Meituan in the medical beauty field [4]. - The Yizhuang Store has received subsidies from Meituan, resulting in some product packages being priced lower on Meituan than on JD's own app [5][14]. Group 2: Pricing and Competition - The pricing strategy shows that even a major player like JD relies on Meituan's local market dominance for customer acquisition [6]. - For example, the "Skin Rejuvenation Package" is priced at 948 yuan on Meituan compared to 998 yuan on JD [15]. - Despite JD's brand advantage, the Yizhuang Store's sales on Meituan are currently limited, with only 5 units sold for the "Bubble Needle" package [16]. Group 3: Future Plans and Expansion - JD plans to open a second self-operated clinic in Beijing's Guomao area by September 30 [20]. - There is anticipation regarding whether more JD medical beauty clinics will be integrated into Meituan in the future [21]. Group 4: Multi-Channel Strategy - JD is also integrating various medical beauty institutions into its app, continuing its dual strategy of being both a platform and a self-operated entity [23][24]. - This approach contrasts with Meituan's focus on being a traffic entry point for offline institutions [25]. Group 5: Industry Context - JD is not the first internet platform to enter the medical beauty sector; New Oxygen has already established 30 self-operated clinics across nine cities since May 2023 [26]. - New Oxygen's clinics also participate in Meituan's subsidy programs, indicating a trend where major players leverage Meituan for customer acquisition [30][31].