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Recently, the Medical Aesthetics and Cosmetology Branch of the Chinese Medical Association issued a guiding opinion, which proposed that positive and recovering patients are prohibited from implementing any medical beauty projects; Patients in the early stage of Yin rehabilitation (within 4 weeks) should carefully implement small and medium-sized medical beauty programs, and in principle, general anesthesia surgery projects
are prohibited.
In the face of the industry's risk warnings, medical beauty concept stocks dived, and on January 4, Aoyuan Migu fell by nearly 10%, and blonde rabi, Langzi shares, Aimeike, etc.
followed suit
.
However, on January 5, medical beauty concept stocks showed a different recovery
.
As of 10:20 on January 5, Aoyuan Migu rose to the limit, the quotation was 8.
68 yuan, the turnover was 484 million, the turnover rate was 7.
64%, and the price-earnings (TTM) was a loss
.
The main business of Aoyuan Migu is fiber new material business and medical beauty business
.
The main products are viscose series, real estate sales, medical beauty services
.
As of 10:20 on January 5, Jimin Medical rose nearly 8%, with a quotation of 10.
89 yuan, a turnover of 289 million, a turnover rate of 5.
75%, and a price-to-earnings (TTM) of 61.
75
.
The company's main business is the research and development, production and sales of large infusion and medical equipment, and medical service business
.
The main products are medical services, large infusion, safety syringes, sterile syringes, infusions and in vitro diagnostic reagents and other products
.
In addition, its Boao International Hospital Medical Aesthetic Center has opened
in 2020.
As of 10:20 on January 5, Langzi shares rose 4.
33%, the quotation was 27.
48 yuan, the turnover was 379 million, the turnover rate was 5.
50, and the price-to-earnings (TTM) was 259.
97
.
It is understood that Langzi shares hold three domestic medical beauty brands, "Milan Baiyu", "Crystal Skin Medical Beauty" and "Gaosheng Medical Beauty", and strategically invest in DMG
, a South Korean medical beauty service group.
In addition, the company has said on the interactive platform that some of the company's medical beauty institutions have hair transplant-related businesses
.
As of 10:20 on January 5, Aimeke rose nearly 5%, with a quotation of 573.
61 yuan, a turnover of 673 million, a turnover rate of 1.
33%, and a price-to-earnings (TTM) of 100.
00
.
The company is a leading company in the domestic medical beauty industry, mainly engaged in biomedical soft tissue repair materials injection sodium hyaluronate series products and the industrialization of
poly-p-dioxane facial implant thread.
In addition to the above-mentioned pharmaceutical concept stocks, Huadong Pharmaceutical, Haohaishengke, Bethenny, Bloomage Biotechnology, Harbin Sanlian and other stocks have also followed
.
For the shock rebound of pharmaceutical concept stocks, the analysis believes that the above guidance is mainly for vaccination, out of safety considerations
.
In the long run, with the gradual recovery of the market, as well as the rapid development of the domestic beauty economy, the increase in the penetration rate of medical cosmetology in China, the potential of the domestic medical cosmetology industry is huge, and the development space after the recovery of consumption is broad
.
According to data, the size of China's medical cosmetology market will reach 217.
9 billion yuan in 2021, with a growth rate of 12.
4%, and it is expected that the size of China's medical cosmetology market will reach 410.
8 billion yuan in 2025 (the CAGR of 21 to 25 years is 17.
2%)
.
According to enterprise investigation data, there are 91,900 medical beauty-related enterprises in China
.
In the past 10 years, the number of medical cosmetology-related enterprises registered in China has been increasing
.
Among them, in 2021, 29,300 new medical cosmetology-related enterprises were added in China, a year-on-year increase of 238.
14%, and 34,700 new ones will be added in 2022, a year-on-year increase of 18.
46%.
Recently, some pharmaceutical companies are accelerating the layout of medical beauty tracks
.
For example, shortly after the opening of 2023, East China Medicine has successively announced that the company's two new high-end medical beauty products have made new progress, which means that the layout of East China Medicine in the field of high-end medical beauty has ushered in a new breakthrough
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.