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IP属地：甘肃

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- ShunguoShunguo
  ·07-31
  $陶氏化学(DOW)$ 拿了两个月发现你竟然变成垃圾股了。
  211 评论
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- ShunguoShunguo
  ·07-19
  认识认识谁请PSP去的 4
  股价一个月涨超400%，新氧要“翻身”了？
  重获资本青睐。
  股价一个月涨超400%，新氧要“翻身”了？
  90 评论
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- ShunguoShunguo
  ·06-25
  $文远知行(WRD)$ 你能学习一下小马吗
  553 1
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- ShunguoShunguo
  ·06-09
  $文远知行(WRD)$ 这个股最近很弱啊
  778 1
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- ShunguoShunguo
  ·06-06
  $嘉楠科技(CAN)$ 在这个垃圾股里面套了很多
  1,132 1
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- ShunguoShunguo
  ·06-06
  $嘉楠科技(CAN)$ 废物啊
  548 评论
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- ShunguoShunguo
  ·06-03
  $嘉楠科技(CAN)$ 这个垃圾彻底完蛋了吗
  486 评论
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- ShunguoShunguo
  ·05-27
  $嘉楠科技(CAN)$ 可以站上一美元吗
  1,448 2
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- ShunguoShunguo
  ·05-23
  $嘉楠科技(CAN)$ 给中概股长脸了
  657 评论
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- ShunguoShunguo
  ·05-23
  $嘉楠科技(CAN)$ 中概股中的垃圾吗
  548 评论
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href=\"https://laohu8.com/S/DOW\">$陶氏化学(DOW)$ </a> 拿了两个月发现你竟然变成垃圾股了。","listText":"<a href=\"https://laohu8.com/S/DOW\">$陶氏化学(DOW)$ </a> 拿了两个月发现你竟然变成垃圾股了。","text":"$陶氏化学(DOW)$ 拿了两个月发现你竟然变成垃圾股了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462673392365960","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458115034444040,"gmtCreate":1752881771341,"gmtModify":1752881772405,"author":{"id":"3547297434965179","authorId":"3547297434965179","name":"Shunguo","avatar":"https://static.tigerbbs.com/623d98885d6acbd43ce6c190187d1bb1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547297434965179","authorIdStr":"3547297434965179"},"themes":[],"htmlText":"认识认识谁请PSP去的&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;4","listText":"认识认识谁请PSP去的&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;4","text":"认识认识谁请PSP去的 4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458115034444040","repostId":"1107176145","repostType":2,"repost":{"id":"1107176145","kind":"news","pubTimestamp":1752807638,"share":"https://www.laohu8.com/m/news/1107176145?lang=&edition=full","pubTime":"2025-07-18 11:00","market":"us","language":"zh","title":"股价一个月涨超400%，新氧要“翻身”了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107176145","media":"达摩财经","summary":"重获资本青睐。","content":"<html><head></head><body><blockquote><p style=\"text-align: justify;\">杀入线下医美连锁行业后，<a href=\"https://laohu8.com/S/SY\">新氧</a>重获资本青睐。</p></blockquote><p style=\"text-align: justify;\">7月18日周五，新氧盘中涨超15%，年内累计涨幅超580%！而就在一个月前的6月16日，公司的股价还徘徊在1美元/股以下，总市值不到1亿美元。短短一个月期间，公司总市值增长了超4亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea5f8adb74c75a3a05598186b85054af\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">股价的回暖拯救了濒临退市的新氧。根据纳斯达克退市规则，上市公司股价若连续30个交易日低于1美元/股，即将被交易所要求整改。若在180天（可申请延长至360天）的整改期内仍未满足最低买盘价要求，公司就会进入退市听证程序。</p><p style=\"text-align: justify;\">作为“互联网医美第一股”，新氧于2019年5月登陆纳斯达克，上市一周内，公司的股价便达到22.69美元/股，总市值超过20亿美元。但此后，公司股价持续下跌，2022年6月时股价跌破1美元/股。</p><p style=\"text-align: justify;\">2024年8月，因股价低于最低买盘价要求，新氧被纳斯达克要求整改，期限截至今年8月25日。随着6月中旬以来公司股价回暖，新氧顺利达到监管要求，得以继续上市。</p><p style=\"text-align: justify;\">股价回暖背后，新氧正在进行一场从线上到线下的转型。刚上市时，新氧是一个互联网医美平台，主要为消费医疗商家提供<a href=\"https://laohu8.com/S/III\">信息服务</a>等。但随着抖音、小红书等内容电商平台崛起，公司的生存空间开始受到挤压。</p><p style=\"text-align: justify;\">在此背景下，新氧也开始寻找新的发展方向，先是通过控股奇致激光，试图进入上游<a href=\"https://laohu8.com/S/600184\">光电</a>医疗器械行业。随着奇致激光IPO折戟，新氧又开始押注线下新医美行业，与昔日客户开启“同台竞争”。</p><p style=\"text-align: justify;\">今年6月初，新氧“童颜针”业务遭品牌方手撕，更是让公司重回舆论的聚光灯之下。</p><p><strong>资本运作失利</strong></p><p style=\"text-align: justify;\">2019年是新氧上市的第一年，也是公司利润表现最好的一年。年内，公司实现营业收入11.52亿元，同比增长86.58%；归母净利润1.27亿元，实现扭亏为盈。但此后两年，公司的营收虽然增长，但利润水平却持续下滑，2021年时更是陷入亏损。</p><p style=\"text-align: justify;\">新氧的亏损与其业务模式高度相关。作为一家互联网医美平台，公司此前一直依赖高投入获客。2019年至2021年期间，公司的销售与营销费用分别为4.70亿元、7.26亿元、7.93亿元，占同期营收比分别为40.8%、56.1%、46.9%。</p><p style=\"text-align: justify;\">高额营销费用支出下，2021年第二季度，新氧的APP月活跃人数达到850万人的峰值。但随着抖音、小红书等内容电商的崛起，这种获客模式也变得越来越不划算。也因此，公司开始思考走出一条新的发展路径。</p><p style=\"text-align: justify;\">2021年6月，新氧以7.91亿元的价格收购奇致激光84.49%的股份。奇致激光主营激光及其他光电类医疗设备。彼时，激光、射频、超声等美容仪产品颇受青睐，新氧作为互联网医美平台切入上游设备行业，也是为了实现联动，提升盈利能力。</p><p style=\"text-align: justify;\">此外，新氧还计划将奇致激光推向资本市场。2023年9月，奇致激光向北交所递交了招股书。</p><p style=\"text-align: justify;\">彼时，国内光电类美容仪产品的市场已经趋向饱和，奇致激光的业绩增速也开始放缓。2024年，公司营收为2.70亿元，仅增长0.30%；归母净利润0.33亿元，同比下滑了38.81%。此外，彼时监管方对光电类美容仪等医疗器械的管理也趋向严格，奇致激光在招股书中，也大幅减少了对医美相关业务的提及。</p><p style=\"text-align: justify;\">到了2024年12月，奇致激光最终撤回了招股书，终止了IPO之路。随着公司IPO折戟，包括创始人及董事长彭国红、董事张力明、董事王诗宇在内的多位董监高也宣布辞任。</p><p style=\"text-align: justify;\">奇致激光的表现也对新氧造成了严重的影响。由于该公司业绩下滑、IPO折戟，新氧在2024年计提了高达5.40亿元的商誉减值，这导致公司当年净亏损达到5.90亿元。</p><p><strong>杀入“轻医美”</strong></p><p style=\"text-align: justify;\">奇致激光难以贡献更多增量，新氧不得不寻找更多业绩增长点。</p><p style=\"text-align: justify;\">2024年11月，新氧正式宣布进军线下，推出轻医美连锁品牌“新氧青春诊所”。彼时公司表示，在过去一年中，“新氧青春诊所”在9座城市开设了17家门店，服务了超过3万名用户，订单量超过10万单。</p><p style=\"text-align: justify;\">此后，新氧青春诊所线下店规模持续扩张，近期公司张贴的广告显示，其门店数量已扩张至32家，服务用户人数达到了每月2万人。公开信息显示，公司计划在2025年底开设50家线下门店，远期目标是开到1000家门店。</p><p style=\"text-align: justify;\">对于靠互联网医美平台起家的新氧而言，布局线下医美业务，势必要与昔日的老客户展开竞争。今年6月，公司便因“童颜针”定价问题，与该产品的供应商打起了“口水战”。</p><p style=\"text-align: justify;\">此次事件发生于6月10日。彼时，新氧青春诊所宣布将艾维岚品牌的“童颜针”与海月兰水光复配，并将其命名为“奇迹童颜”，以5999元的超低价对外销售。与之相比，艾维岚“童颜针”的价格接近2万元。</p><p style=\"text-align: justify;\">这种举动无疑打乱了“童颜针”行业的定价体系。艾维岚的上游厂商长春圣博玛很快发文指责新氧“未通过艾维岚官方正规渠道采购”、“医生未接受厂家培训”，暗指新氧在产品来源、医务人员资质方面存在问题。</p><p style=\"text-align: justify;\">此后，双方多次发文隔空“交锋”，新氧创始人、董事长金星也发文称，当前童颜针2万一支的终端消费价非常不合理，并表示之后上市的几款国产童颜针的定价会比较理性，消费者可以更加接近童颜自由。</p><p style=\"text-align: justify;\">从财报中看，新氧的线下轻医美业务发展较为迅速。2024年全年，该业务的收入达到1.69亿元，同比增长超12倍。2025年一季度，该业务的收入为0.99亿元，再度实现了551.42%的高增幅。</p><p style=\"text-align: justify;\">不过，由于业务处于扩张期，新氧线下轻医美业务的盈利能力并不算强，2024年时的毛利率仅为22.26%，2025年一季度进一步下探至18.78%。未来，该业务能否让新氧实现稳定盈利，仍待进一步观察。</p></body></html>","source":"lsy1675171600274","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>股价一个月涨超400%，新氧要“翻身”了？</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股价一个月涨超400%，新氧要“翻身”了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-18 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzI2MTE3NzUxOA==&mid=2650867367&idx=1&sn=1bdd3e5d8cebf8e69b6cf361c0e5bcbf&chksm=f071c51133253f80547471ef9ce20b39fab311ebb9ff37355672905e16b69170db692aeae7be&mpshare=1&scene=23&srcid=0718u4WV1eyMt4aw2DyDwFFA&sharer_shareinfo=4e39e89f7acab1cb002c527526e1933e&sharer_shareinfo_first=4e39e89f7acab1cb002c527526e1933e#rd><strong>达摩财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>杀入线下医美连锁行业后，新氧重获资本青睐。7月18日周五，新氧盘中涨超15%，年内累计涨幅超580%！而就在一个月前的6月16日，公司的股价还徘徊在1美元/股以下，总市值不到1亿美元。短短一个月期间，公司总市值增长了超4亿美元。股价的回暖拯救了濒临退市的新氧。根据纳斯达克退市规则，上市公司股价若连续30个交易日低于1美元/股，即将被交易所要求整改。若在180天（可申请延长至360天）的整改期内仍未...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI2MTE3NzUxOA==&mid=2650867367&idx=1&sn=1bdd3e5d8cebf8e69b6cf361c0e5bcbf&chksm=f071c51133253f80547471ef9ce20b39fab311ebb9ff37355672905e16b69170db692aeae7be&mpshare=1&scene=23&srcid=0718u4WV1eyMt4aw2DyDwFFA&sharer_shareinfo=4e39e89f7acab1cb002c527526e1933e&sharer_shareinfo_first=4e39e89f7acab1cb002c527526e1933e#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ee68f14424c04956e86a5e8a4bbe041","relate_stocks":{"SY":"新氧"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI2MTE3NzUxOA==&mid=2650867367&idx=1&sn=1bdd3e5d8cebf8e69b6cf361c0e5bcbf&chksm=f071c51133253f80547471ef9ce20b39fab311ebb9ff37355672905e16b69170db692aeae7be&mpshare=1&scene=23&srcid=0718u4WV1eyMt4aw2DyDwFFA&sharer_shareinfo=4e39e89f7acab1cb002c527526e1933e&sharer_shareinfo_first=4e39e89f7acab1cb002c527526e1933e#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107176145","content_text":"杀入线下医美连锁行业后，新氧重获资本青睐。7月18日周五，新氧盘中涨超15%，年内累计涨幅超580%！而就在一个月前的6月16日，公司的股价还徘徊在1美元/股以下，总市值不到1亿美元。短短一个月期间，公司总市值增长了超4亿美元。股价的回暖拯救了濒临退市的新氧。根据纳斯达克退市规则，上市公司股价若连续30个交易日低于1美元/股，即将被交易所要求整改。若在180天（可申请延长至360天）的整改期内仍未满足最低买盘价要求，公司就会进入退市听证程序。作为“互联网医美第一股”，新氧于2019年5月登陆纳斯达克，上市一周内，公司的股价便达到22.69美元/股，总市值超过20亿美元。但此后，公司股价持续下跌，2022年6月时股价跌破1美元/股。2024年8月，因股价低于最低买盘价要求，新氧被纳斯达克要求整改，期限截至今年8月25日。随着6月中旬以来公司股价回暖，新氧顺利达到监管要求，得以继续上市。股价回暖背后，新氧正在进行一场从线上到线下的转型。刚上市时，新氧是一个互联网医美平台，主要为消费医疗商家提供信息服务等。但随着抖音、小红书等内容电商平台崛起，公司的生存空间开始受到挤压。在此背景下，新氧也开始寻找新的发展方向，先是通过控股奇致激光，试图进入上游光电医疗器械行业。随着奇致激光IPO折戟，新氧又开始押注线下新医美行业，与昔日客户开启“同台竞争”。今年6月初，新氧“童颜针”业务遭品牌方手撕，更是让公司重回舆论的聚光灯之下。资本运作失利2019年是新氧上市的第一年，也是公司利润表现最好的一年。年内，公司实现营业收入11.52亿元，同比增长86.58%；归母净利润1.27亿元，实现扭亏为盈。但此后两年，公司的营收虽然增长，但利润水平却持续下滑，2021年时更是陷入亏损。新氧的亏损与其业务模式高度相关。作为一家互联网医美平台，公司此前一直依赖高投入获客。2019年至2021年期间，公司的销售与营销费用分别为4.70亿元、7.26亿元、7.93亿元，占同期营收比分别为40.8%、56.1%、46.9%。高额营销费用支出下，2021年第二季度，新氧的APP月活跃人数达到850万人的峰值。但随着抖音、小红书等内容电商的崛起，这种获客模式也变得越来越不划算。也因此，公司开始思考走出一条新的发展路径。2021年6月，新氧以7.91亿元的价格收购奇致激光84.49%的股份。奇致激光主营激光及其他光电类医疗设备。彼时，激光、射频、超声等美容仪产品颇受青睐，新氧作为互联网医美平台切入上游设备行业，也是为了实现联动，提升盈利能力。此外，新氧还计划将奇致激光推向资本市场。2023年9月，奇致激光向北交所递交了招股书。彼时，国内光电类美容仪产品的市场已经趋向饱和，奇致激光的业绩增速也开始放缓。2024年，公司营收为2.70亿元，仅增长0.30%；归母净利润0.33亿元，同比下滑了38.81%。此外，彼时监管方对光电类美容仪等医疗器械的管理也趋向严格，奇致激光在招股书中，也大幅减少了对医美相关业务的提及。到了2024年12月，奇致激光最终撤回了招股书，终止了IPO之路。随着公司IPO折戟，包括创始人及董事长彭国红、董事张力明、董事王诗宇在内的多位董监高也宣布辞任。奇致激光的表现也对新氧造成了严重的影响。由于该公司业绩下滑、IPO折戟，新氧在2024年计提了高达5.40亿元的商誉减值，这导致公司当年净亏损达到5.90亿元。杀入“轻医美”奇致激光难以贡献更多增量，新氧不得不寻找更多业绩增长点。2024年11月，新氧正式宣布进军线下，推出轻医美连锁品牌“新氧青春诊所”。彼时公司表示，在过去一年中，“新氧青春诊所”在9座城市开设了17家门店，服务了超过3万名用户，订单量超过10万单。此后，新氧青春诊所线下店规模持续扩张，近期公司张贴的广告显示，其门店数量已扩张至32家，服务用户人数达到了每月2万人。公开信息显示，公司计划在2025年底开设50家线下门店，远期目标是开到1000家门店。对于靠互联网医美平台起家的新氧而言，布局线下医美业务，势必要与昔日的老客户展开竞争。今年6月，公司便因“童颜针”定价问题，与该产品的供应商打起了“口水战”。此次事件发生于6月10日。彼时，新氧青春诊所宣布将艾维岚品牌的“童颜针”与海月兰水光复配，并将其命名为“奇迹童颜”，以5999元的超低价对外销售。与之相比，艾维岚“童颜针”的价格接近2万元。这种举动无疑打乱了“童颜针”行业的定价体系。艾维岚的上游厂商长春圣博玛很快发文指责新氧“未通过艾维岚官方正规渠道采购”、“医生未接受厂家培训”，暗指新氧在产品来源、医务人员资质方面存在问题。此后，双方多次发文隔空“交锋”，新氧创始人、董事长金星也发文称，当前童颜针2万一支的终端消费价非常不合理，并表示之后上市的几款国产童颜针的定价会比较理性，消费者可以更加接近童颜自由。从财报中看，新氧的线下轻医美业务发展较为迅速。2024年全年，该业务的收入达到1.69亿元，同比增长超12倍。2025年一季度，该业务的收入为0.99亿元，再度实现了551.42%的高增幅。不过，由于业务处于扩张期，新氧线下轻医美业务的盈利能力并不算强，2024年时的毛利率仅为22.26%，2025年一季度进一步下探至18.78%。未来，该业务能否让新氧实现稳定盈利，仍待进一步观察。","news_type":1,"symbols_score_info":{"SY":1}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449814807212200,"gmtCreate":1750844755067,"gmtModify":1750844756249,"author":{"id":"3547297434965179","authorId":"3547297434965179","name":"Shunguo","avatar":"https://static.tigerbbs.com/623d98885d6acbd43ce6c190187d1bb1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547297434965179","authorIdStr":"3547297434965179"},"themes":[],"htmlText":"<a 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