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agno3
agno3
·
05-15
tigr还要不要拿?回调9个月了
$老虎证券(TIGR)$
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agno3
agno3
·
02-07
凭运气挣的钱,靠实力亏出去!
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agno3
agno3
·
01-06
Nvda蹭FSD了
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agno3
agno3
·
2025-11-07
Apple,Walmart, J.P. Morgan
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agno3
agno3
·
2025-10-24
黄金,黄金,暴涨的黄金
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agno3
agno3
·
2025-10-03
18see
海通国际首予老虎证券 “跑赢大盘”评级!聚焦香港与加密货币战略,把握增长机遇
战略聚焦香港市场,追求更高 ARPU2023 年,老虎证券正式进入香港市场,并将该市场列为国际化战略的重点布局区域。加密货币业务布局持续拓展老虎证券正通过申请相关牌照来扩大加密货币交易服务范围:目前其香港虚拟资产交易平台牌照的第二阶段申请进展顺利,已在美国 14 个州获得数字资产交易牌照;同时,公司正积极申请新加坡加密货币交易所牌照,并与 Web 3 领域投资者建立战略合作伙伴关系。
海通国际首予老虎证券 “跑赢大盘”评级!聚焦香港与加密货币战略,把握增长机遇
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agno3
agno3
·
2025-07-18
小老虎,这次是18see
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agno3
agno3
·
2025-06-30
涨回发行价再吹吧
新氧被品牌方“宣战”,5999的“童颜针”低价破局还是自毁长城?
@野马财经:
左右手互搏的新氧,在革谁的命? 作者 | 于婞 编辑丨高岩 来源 | 野马财经 一场由“互联网医美第一股”新氧掀起的“童颜针”价格革命正在进行中。 6月初,新氧旗下全新轻医美连锁品牌“新氧青春诊所”推出定价仅为5999元的“奇迹童颜”抗衰水光针项目,“童颜”药品选择的是市面上均价1.8万元的艾维岚。 由于价格仅为市场公价的三分之一左右,因此“奇迹童颜”项目一经推出就收获了不少消费者的支持,但也迅速引发艾维岚品牌方长春圣博玛生物材料有限公司(下称“圣博玛”)的强烈反弹,不但公开声明切割合作,还质疑新氧存在“正品保障”及“医生资质”等问题。 值得注意的是,在“青春诊所”成立之前,新氧一直致力于打造为医美机构服务的互联网平台。如今亲自下场和客户竞争,还惹怒上游品牌方,“童颜针”破价究竟革了谁的命? 价格“掀桌” 新氧被逼上光明顶? 事情起源于6月10日,新氧青春诊所宣布将“艾维岚童颜针”与海月兰水光复配,命名为“奇迹童颜”,并以5999元的超低价对外销售,仅为艾维岚市场价的约三分之一左右。 新氧表示,这款产品尽管以5999元的价格出售,其仍然是盈利的,公司内部的定价规则是毛利率必须为正,所有的项目不能亏损去卖。 但如此一来,新氧一方面切入了上游厂商圣博玛的定价体系,另一方面也摧毁了常规平台与机构间的“价格壁垒”。 图源:新氧青春官微截图 圣博玛于是在6月13日晚间发文声明,指责新氧“未通过艾维岚官方正规渠道采购”且“医生未接受厂家培训”等问题,给新氧贴上了“无授权”“不专业”的标签。 3天后,6月16日新氧在青春诊所官微发布《关于圣博玛声明的回应》,不仅强调所售产品均可通过国家UDI系统扫码验真,更援引《中华人民共和国医师法》声明医生享有诊疗自主权,谴责圣博玛的指控为“无端抹黑”。新氧在回应中指出,医疗服务不应被部分厂商无理控价,部分上游厂商要求新氧必须按其指定高价销售,这种涉嫌
新氧被品牌方“宣战”,5999的“童颜针”低价破局还是自毁长城?
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agno3
agno3
·
2025-05-07
加油,苏妈!
非常抱歉,此主贴已删除
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agno3
agno3
·
2024-12-13
$老虎证券(TIGR)$
保守估计6.25*3=18.75,加油,小老虎,18see!
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href=\"https://laohu8.com/S/TIGR\"> $老虎证券(TIGR)$ </a>","listText":"tigr还要不要拿?回调9个月了<a href=\"https://laohu8.com/S/TIGR\"> $老虎证券(TIGR)$ </a>","text":"tigr还要不要拿?回调9个月了 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Morgan","listText":"Apple,Walmart, J.P. Morgan","text":"Apple,Walmart, J.P. Morgan","images":[{"img":"https://static.tigerbbs.com/6dfbf49e3c20b80bf84ca9ef60a1f239"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497687853084808","isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492696765477584,"gmtCreate":1761308655208,"gmtModify":1761308657580,"author":{"id":"3432293914772519","authorId":"3432293914772519","name":"agno3","avatar":"https://static.tigerbbs.com/3304e5662ee0ff76f6464dc1f299cf29","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3432293914772519","idStr":"3432293914772519"},"themes":[],"title":"","htmlText":"黄金,黄金,暴涨的黄金","listText":"黄金,黄金,暴涨的黄金","text":"黄金,黄金,暴涨的黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492696765477584","isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485239715766744,"gmtCreate":1759495272175,"gmtModify":1759495274447,"author":{"id":"3432293914772519","authorId":"3432293914772519","name":"agno3","avatar":"https://static.tigerbbs.com/3304e5662ee0ff76f6464dc1f299cf29","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3432293914772519","idStr":"3432293914772519"},"themes":[],"title":"","htmlText":"18see","listText":"18see","text":"18see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485239715766744","repostId":"1109915893","repostType":2,"repost":{"id":"1109915893","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1759472078,"share":"https://www.laohu8.com/m/news/1109915893?lang=zh_CN&edition=full","pubTime":"2025-10-03 14:14","market":"us","language":"zh","title":"海通国际首予老虎证券 “跑赢大盘”评级!聚焦香港与加密货币战略,把握增长机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=1109915893","media":"老虎资讯综合","summary":"战略聚焦香港市场,追求更高 ARPU2023 年,老虎证券正式进入香港市场,并将该市场列为国际化战略的重点布局区域。加密货币业务布局持续拓展老虎证券正通过申请相关牌照来扩大加密货币交易服务范围:目前其香港虚拟资产交易平台牌照的第二阶段申请进展顺利,已在美国 14 个州获得数字资产交易牌照;同时,公司正积极申请新加坡加密货币交易所牌照,并与 Web 3 领域投资者建立战略合作伙伴关系。","content":"<p><em>报告来源:海通国际</em></p><p>首次覆盖给予 “跑赢大盘”评级,目标价每股 15.2 美元。老虎证券是一家整合型线上 AI 赋能数字金融服务平台,提供经纪业务、财富管理、线上投资者社区及企业服务。据我们估算,截至 2025 年二季度末,老虎证券拥有超 100 万名有资金注入的客户,其中在新加坡市场占比超 50%、美国市场占比 12%,香港市场客户基数正快速增长,占比达 6%。</p><p>我们预计,2025 年至 2027 年(2025E-27E)该公司非公认会计准则(non-GAAP)净利润将分别达到 1.4 亿美元、1.54 亿美元和 1.84 亿美元;2024 年至 2027 年复合年增长率(CAGR)为 37%,2025 年至 2027 年平均净资产收益率(RoE)为 18.2%(2024 年该指标为 12.4%)。考虑到老虎证券不断丰富的产品组合(包括加密货币业务)、稳健增长的资产管理规模(AUM),以及对香港市场的战略聚焦(该市场具有更高的每用户平均收入(ARPU)和更优的运营效率),我们给予其 12 个月远期市盈率(PER)19 倍的目标估值,进而得出目标价为每股 15.2 美元。首次覆盖给予 “跑赢大盘” 评级。</p><h2 id=\"id_3407596074\" style=\"text-align: start;\">以 AI 驱动的线上券商,盈利能力持续提升</h2><p>老虎证券具备良好的增长基础,其增长动力主要来自三方面:对香港市场的战略聚焦、产品组合的持续拓展(包括加密货币相关业务布局),以及美国和香港股市交易活跃度的持续提升。2025 年上半年,美国股票交易占老虎证券总交易量的 80% 以上。</p><p>2020 年至 2024 年,老虎证券已实现强劲增长:有资金注入客户数、资产管理规模、营收及净利润的复合年增长率分别达到 43%、27%、30% 和 34%。我们预计,未来几年该公司仍将延续这一强劲增长态势。</p><h2 id=\"id_2885644133\" style=\"text-align: start;\">战略聚焦香港市场,追求更高 ARPU</h2><p>2023 年,老虎证券正式进入香港市场,并将该市场列为国际化战略的重点布局区域。为提升服务质量与客户粘性,公司采取了产品多元化、持续投入研发及灵活营销策略等举措。</p><p>老虎证券计划通过优化获客策略(例如关闭其他市场中 ARPU 较低的非盈利渠道),充分利用香港市场更高的 ARPU 优势,从而实现整体盈利能力的优化。</p><h2 id=\"id_2787346828\" style=\"text-align: start;\">加密货币业务布局持续拓展</h2><p>老虎证券正通过申请相关牌照来扩大加密货币交易服务范围:目前其香港虚拟资产交易平台(VATP)牌照的第二阶段申请进展顺利,已在美国 14 个州获得数字资产交易牌照;同时,公司正积极申请新加坡加密货币交易所牌照,并与 Web 3 领域投资者建立战略合作伙伴关系。</p><p>相较于股票业务,加密货币交易业务具有更高的费率和交易活跃度,老虎证券希望通过上述布局,借助加密货币业务提升公司盈利能力。</p><h2 id=\"id_1588372646\" style=\"text-align: start;\">风险提示</h2><ol start=\"1\" style=\"\"><li><p>市场回调风险;</p></li><li><p>监管政策风险;</p></li><li><p>市场竞争加剧风险;</p></li><li><p>客户及资产管理规模(AUM)增长不及预期风险。</p></li></ol>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海通国际首予老虎证券 “跑赢大盘”评级!聚焦香港与加密货币战略,把握增长机遇</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海通国际首予老虎证券 “跑赢大盘”评级!聚焦香港与加密货币战略,把握增长机遇\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-03 14:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><em>报告来源:海通国际</em></p><p>首次覆盖给予 “跑赢大盘”评级,目标价每股 15.2 美元。老虎证券是一家整合型线上 AI 赋能数字金融服务平台,提供经纪业务、财富管理、线上投资者社区及企业服务。据我们估算,截至 2025 年二季度末,老虎证券拥有超 100 万名有资金注入的客户,其中在新加坡市场占比超 50%、美国市场占比 12%,香港市场客户基数正快速增长,占比达 6%。</p><p>我们预计,2025 年至 2027 年(2025E-27E)该公司非公认会计准则(non-GAAP)净利润将分别达到 1.4 亿美元、1.54 亿美元和 1.84 亿美元;2024 年至 2027 年复合年增长率(CAGR)为 37%,2025 年至 2027 年平均净资产收益率(RoE)为 18.2%(2024 年该指标为 12.4%)。考虑到老虎证券不断丰富的产品组合(包括加密货币业务)、稳健增长的资产管理规模(AUM),以及对香港市场的战略聚焦(该市场具有更高的每用户平均收入(ARPU)和更优的运营效率),我们给予其 12 个月远期市盈率(PER)19 倍的目标估值,进而得出目标价为每股 15.2 美元。首次覆盖给予 “跑赢大盘” 评级。</p><h2 id=\"id_3407596074\" style=\"text-align: start;\">以 AI 驱动的线上券商,盈利能力持续提升</h2><p>老虎证券具备良好的增长基础,其增长动力主要来自三方面:对香港市场的战略聚焦、产品组合的持续拓展(包括加密货币相关业务布局),以及美国和香港股市交易活跃度的持续提升。2025 年上半年,美国股票交易占老虎证券总交易量的 80% 以上。</p><p>2020 年至 2024 年,老虎证券已实现强劲增长:有资金注入客户数、资产管理规模、营收及净利润的复合年增长率分别达到 43%、27%、30% 和 34%。我们预计,未来几年该公司仍将延续这一强劲增长态势。</p><h2 id=\"id_2885644133\" style=\"text-align: start;\">战略聚焦香港市场,追求更高 ARPU</h2><p>2023 年,老虎证券正式进入香港市场,并将该市场列为国际化战略的重点布局区域。为提升服务质量与客户粘性,公司采取了产品多元化、持续投入研发及灵活营销策略等举措。</p><p>老虎证券计划通过优化获客策略(例如关闭其他市场中 ARPU 较低的非盈利渠道),充分利用香港市场更高的 ARPU 优势,从而实现整体盈利能力的优化。</p><h2 id=\"id_2787346828\" style=\"text-align: start;\">加密货币业务布局持续拓展</h2><p>老虎证券正通过申请相关牌照来扩大加密货币交易服务范围:目前其香港虚拟资产交易平台(VATP)牌照的第二阶段申请进展顺利,已在美国 14 个州获得数字资产交易牌照;同时,公司正积极申请新加坡加密货币交易所牌照,并与 Web 3 领域投资者建立战略合作伙伴关系。</p><p>相较于股票业务,加密货币交易业务具有更高的费率和交易活跃度,老虎证券希望通过上述布局,借助加密货币业务提升公司盈利能力。</p><h2 id=\"id_1588372646\" style=\"text-align: start;\">风险提示</h2><ol start=\"1\" style=\"\"><li><p>市场回调风险;</p></li><li><p>监管政策风险;</p></li><li><p>市场竞争加剧风险;</p></li><li><p>客户及资产管理规模(AUM)增长不及预期风险。</p></li></ol>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109915893","content_text":"报告来源:海通国际首次覆盖给予 “跑赢大盘”评级,目标价每股 15.2 美元。老虎证券是一家整合型线上 AI 赋能数字金融服务平台,提供经纪业务、财富管理、线上投资者社区及企业服务。据我们估算,截至 2025 年二季度末,老虎证券拥有超 100 万名有资金注入的客户,其中在新加坡市场占比超 50%、美国市场占比 12%,香港市场客户基数正快速增长,占比达 6%。我们预计,2025 年至 2027 年(2025E-27E)该公司非公认会计准则(non-GAAP)净利润将分别达到 1.4 亿美元、1.54 亿美元和 1.84 亿美元;2024 年至 2027 年复合年增长率(CAGR)为 37%,2025 年至 2027 年平均净资产收益率(RoE)为 18.2%(2024 年该指标为 12.4%)。考虑到老虎证券不断丰富的产品组合(包括加密货币业务)、稳健增长的资产管理规模(AUM),以及对香港市场的战略聚焦(该市场具有更高的每用户平均收入(ARPU)和更优的运营效率),我们给予其 12 个月远期市盈率(PER)19 倍的目标估值,进而得出目标价为每股 15.2 美元。首次覆盖给予 “跑赢大盘” 评级。以 AI 驱动的线上券商,盈利能力持续提升老虎证券具备良好的增长基础,其增长动力主要来自三方面:对香港市场的战略聚焦、产品组合的持续拓展(包括加密货币相关业务布局),以及美国和香港股市交易活跃度的持续提升。2025 年上半年,美国股票交易占老虎证券总交易量的 80% 以上。2020 年至 2024 年,老虎证券已实现强劲增长:有资金注入客户数、资产管理规模、营收及净利润的复合年增长率分别达到 43%、27%、30% 和 34%。我们预计,未来几年该公司仍将延续这一强劲增长态势。战略聚焦香港市场,追求更高 ARPU2023 年,老虎证券正式进入香港市场,并将该市场列为国际化战略的重点布局区域。为提升服务质量与客户粘性,公司采取了产品多元化、持续投入研发及灵活营销策略等举措。老虎证券计划通过优化获客策略(例如关闭其他市场中 ARPU 较低的非盈利渠道),充分利用香港市场更高的 ARPU 优势,从而实现整体盈利能力的优化。加密货币业务布局持续拓展老虎证券正通过申请相关牌照来扩大加密货币交易服务范围:目前其香港虚拟资产交易平台(VATP)牌照的第二阶段申请进展顺利,已在美国 14 个州获得数字资产交易牌照;同时,公司正积极申请新加坡加密货币交易所牌照,并与 Web 3 领域投资者建立战略合作伙伴关系。相较于股票业务,加密货币交易业务具有更高的费率和交易活跃度,老虎证券希望通过上述布局,借助加密货币业务提升公司盈利能力。风险提示市场回调风险;监管政策风险;市场竞争加剧风险;客户及资产管理规模(AUM)增长不及预期风险。","news_type":1,"symbols_score_info":{"TIGR":1.1}},"isVote":1,"tweetType":1,"viewCount":3419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458003446833584,"gmtCreate":1752853933424,"gmtModify":1752853944662,"author":{"id":"3432293914772519","authorId":"3432293914772519","name":"agno3","avatar":"https://static.tigerbbs.com/3304e5662ee0ff76f6464dc1f299cf29","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3432293914772519","idStr":"3432293914772519"},"themes":[],"title":"","htmlText":"小老虎,这次是18see","listText":"小老虎,这次是18see","text":"小老虎,这次是18see","images":[{"img":"https://static.tigerbbs.com/6cb836e17273c162b7a74e08bfdaf469"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458003446833584","isVote":1,"tweetType":1,"viewCount":3806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":451621329355344,"gmtCreate":1751284656035,"gmtModify":1751284657668,"author":{"id":"3432293914772519","authorId":"3432293914772519","name":"agno3","avatar":"https://static.tigerbbs.com/3304e5662ee0ff76f6464dc1f299cf29","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3432293914772519","idStr":"3432293914772519"},"themes":[],"title":"","htmlText":"涨回发行价再吹吧","listText":"涨回发行价再吹吧","text":"涨回发行价再吹吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451621329355344","repostId":"449499702386744","repostType":1,"repost":{"id":449499702386744,"gmtCreate":1750768068022,"gmtModify":1751249653287,"author":{"id":"3580875730323394","authorId":"3580875730323394","name":"野马财经","avatar":"https://static.tigerbbs.com/adad0aabe76ab2158365224c9b5ebd87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580875730323394","idStr":"3580875730323394"},"themes":[],"title":"新氧被品牌方“宣战”,5999的“童颜针”低价破局还是自毁长城?","htmlText":"左右手互搏的新氧,在革谁的命? 作者 | 于婞 编辑丨高岩 来源 | 野马财经 一场由“互联网医美第一股”新氧掀起的“童颜针”价格革命正在进行中。 6月初,新氧旗下全新轻医美连锁品牌“新氧青春诊所”推出定价仅为5999元的“奇迹童颜”抗衰水光针项目,“童颜”药品选择的是市面上均价1.8万元的艾维岚。 由于价格仅为市场公价的三分之一左右,因此“奇迹童颜”项目一经推出就收获了不少消费者的支持,但也迅速引发艾维岚品牌方长春圣博玛生物材料有限公司(下称“圣博玛”)的强烈反弹,不但公开声明切割合作,还质疑新氧存在“正品保障”及“医生资质”等问题。 值得注意的是,在“青春诊所”成立之前,新氧一直致力于打造为医美机构服务的互联网平台。如今亲自下场和客户竞争,还惹怒上游品牌方,“童颜针”破价究竟革了谁的命? 价格“掀桌” 新氧被逼上光明顶? 事情起源于6月10日,新氧青春诊所宣布将“艾维岚童颜针”与海月兰水光复配,命名为“奇迹童颜”,并以5999元的超低价对外销售,仅为艾维岚市场价的约三分之一左右。 新氧表示,这款产品尽管以5999元的价格出售,其仍然是盈利的,公司内部的定价规则是毛利率必须为正,所有的项目不能亏损去卖。 但如此一来,新氧一方面切入了上游厂商圣博玛的定价体系,另一方面也摧毁了常规平台与机构间的“价格壁垒”。 图源:新氧青春官微截图 圣博玛于是在6月13日晚间发文声明,指责新氧“未通过艾维岚官方正规渠道采购”且“医生未接受厂家培训”等问题,给新氧贴上了“无授权”“不专业”的标签。 3天后,6月16日新氧在青春诊所官微发布《关于圣博玛声明的回应》,不仅强调所售产品均可通过国家UDI系统扫码验真,更援引《中华人民共和国医师法》声明医生享有诊疗自主权,谴责圣博玛的指控为“无端抹黑”。新氧在回应中指出,医疗服务不应被部分厂商无理控价,部分上游厂商要求新氧必须按其指定高价销售,这种涉嫌","listText":"左右手互搏的新氧,在革谁的命? 作者 | 于婞 编辑丨高岩 来源 | 野马财经 一场由“互联网医美第一股”新氧掀起的“童颜针”价格革命正在进行中。 6月初,新氧旗下全新轻医美连锁品牌“新氧青春诊所”推出定价仅为5999元的“奇迹童颜”抗衰水光针项目,“童颜”药品选择的是市面上均价1.8万元的艾维岚。 由于价格仅为市场公价的三分之一左右,因此“奇迹童颜”项目一经推出就收获了不少消费者的支持,但也迅速引发艾维岚品牌方长春圣博玛生物材料有限公司(下称“圣博玛”)的强烈反弹,不但公开声明切割合作,还质疑新氧存在“正品保障”及“医生资质”等问题。 值得注意的是,在“青春诊所”成立之前,新氧一直致力于打造为医美机构服务的互联网平台。如今亲自下场和客户竞争,还惹怒上游品牌方,“童颜针”破价究竟革了谁的命? 价格“掀桌” 新氧被逼上光明顶? 事情起源于6月10日,新氧青春诊所宣布将“艾维岚童颜针”与海月兰水光复配,命名为“奇迹童颜”,并以5999元的超低价对外销售,仅为艾维岚市场价的约三分之一左右。 新氧表示,这款产品尽管以5999元的价格出售,其仍然是盈利的,公司内部的定价规则是毛利率必须为正,所有的项目不能亏损去卖。 但如此一来,新氧一方面切入了上游厂商圣博玛的定价体系,另一方面也摧毁了常规平台与机构间的“价格壁垒”。 图源:新氧青春官微截图 圣博玛于是在6月13日晚间发文声明,指责新氧“未通过艾维岚官方正规渠道采购”且“医生未接受厂家培训”等问题,给新氧贴上了“无授权”“不专业”的标签。 3天后,6月16日新氧在青春诊所官微发布《关于圣博玛声明的回应》,不仅强调所售产品均可通过国家UDI系统扫码验真,更援引《中华人民共和国医师法》声明医生享有诊疗自主权,谴责圣博玛的指控为“无端抹黑”。新氧在回应中指出,医疗服务不应被部分厂商无理控价,部分上游厂商要求新氧必须按其指定高价销售,这种涉嫌","text":"左右手互搏的新氧,在革谁的命? 作者 | 于婞 编辑丨高岩 来源 | 野马财经 一场由“互联网医美第一股”新氧掀起的“童颜针”价格革命正在进行中。 6月初,新氧旗下全新轻医美连锁品牌“新氧青春诊所”推出定价仅为5999元的“奇迹童颜”抗衰水光针项目,“童颜”药品选择的是市面上均价1.8万元的艾维岚。 由于价格仅为市场公价的三分之一左右,因此“奇迹童颜”项目一经推出就收获了不少消费者的支持,但也迅速引发艾维岚品牌方长春圣博玛生物材料有限公司(下称“圣博玛”)的强烈反弹,不但公开声明切割合作,还质疑新氧存在“正品保障”及“医生资质”等问题。 值得注意的是,在“青春诊所”成立之前,新氧一直致力于打造为医美机构服务的互联网平台。如今亲自下场和客户竞争,还惹怒上游品牌方,“童颜针”破价究竟革了谁的命? 价格“掀桌” 新氧被逼上光明顶? 事情起源于6月10日,新氧青春诊所宣布将“艾维岚童颜针”与海月兰水光复配,命名为“奇迹童颜”,并以5999元的超低价对外销售,仅为艾维岚市场价的约三分之一左右。 新氧表示,这款产品尽管以5999元的价格出售,其仍然是盈利的,公司内部的定价规则是毛利率必须为正,所有的项目不能亏损去卖。 但如此一来,新氧一方面切入了上游厂商圣博玛的定价体系,另一方面也摧毁了常规平台与机构间的“价格壁垒”。 图源:新氧青春官微截图 圣博玛于是在6月13日晚间发文声明,指责新氧“未通过艾维岚官方正规渠道采购”且“医生未接受厂家培训”等问题,给新氧贴上了“无授权”“不专业”的标签。 3天后,6月16日新氧在青春诊所官微发布《关于圣博玛声明的回应》,不仅强调所售产品均可通过国家UDI系统扫码验真,更援引《中华人民共和国医师法》声明医生享有诊疗自主权,谴责圣博玛的指控为“无端抹黑”。新氧在回应中指出,医疗服务不应被部分厂商无理控价,部分上游厂商要求新氧必须按其指定高价销售,这种涉嫌","images":[{"img":"https://static.tigerbbs.com/0d6775ceac0ee47ba16d535c1de8621d","width":"640","height":"930"},{"img":"https://static.tigerbbs.com/e3785907808d0e392d0db56e74a955cc","width":"640","height":"272"},{"img":"https://static.tigerbbs.com/81dfdb098d16e36814bb24db554785ed","width":"640","height":"456"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449499702386744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432369753346544,"gmtCreate":1746571614657,"gmtModify":1746571616533,"author":{"id":"3432293914772519","authorId":"3432293914772519","name":"agno3","avatar":"https://static.tigerbbs.com/3304e5662ee0ff76f6464dc1f299cf29","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3432293914772519","idStr":"3432293914772519"},"themes":[],"title":"","htmlText":"加油,苏妈!","listText":"加油,苏妈!","text":"加油,苏妈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432369753346544","repostId":"1163682345","repostType":2,"isVote":1,"tweetType":1,"viewCount":4645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380840440316208,"gmtCreate":1734022716463,"gmtModify":1734023004301,"author":{"id":"3432293914772519","authorId":"3432293914772519","name":"agno3","avatar":"https://static.tigerbbs.com/3304e5662ee0ff76f6464dc1f299cf29","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3432293914772519","idStr":"3432293914772519"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 保守估计6.25*3=18.75,加油,小老虎,18see!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 保守估计6.25*3=18.75,加油,小老虎,18see!","text":"$老虎证券(TIGR)$ 保守估计6.25*3=18.75,加油,小老虎,18see!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380840440316208","isVote":1,"tweetType":1,"viewCount":4793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}