Market review: in the first two weeks of January, the CSI 300 index fell 4.3%, the gem index fell 6.1%, and the Wande medical beauty industry index fell 4%, which was stronger than the CSI 300 and the gem index.
Important information about the medical beauty industry: (1) industry self-discipline: the people's finance and economics released a comment on stopping the disorderly medical beauty, which urgently needs strict supervision and rational consumption. The article pointed out that the current problems of the medical beauty industry are concentrated in several aspects: first, the industrial system is not healthy in formal medical beauty institutions, formal medical beauty doctors and formal medical beauty products; Second, the medical and aesthetic service standards are not perfect; Third, lack of medium and long-term planning; Fourth, there is a serious shortage of practitioners. (2) Industry news: the 7th new oxygen Asia Pacific Medical beauty industry award ceremony was held in Sanya. In addition to commending the innovation and achievements of upstream manufacturers, medical beauty institutions and doctors in technology, services and other fields, the event also set up an annual public welfare Guardian praise link to commend 10 doctors who supported the new oxygen public welfare repair and rescue plan in 2021. At the same time, the new oxygen public welfare foundation issued an invitation to upstream and downstream partners of the industry, hoping that more outstanding forces in the medical and beauty industry will devote themselves to public welfare undertakings.
Important announcements of listed companies related to medical beauty: (1) Imeik Technology Development Co.Ltd(300896) : the company held the 31st meeting of the second board of directors on January 7, 2022, deliberated and adopted the proposal on appointing Zhang Renchao as the company's financial director (chief financial officer), and the company appointed Mr. Zhang Renchao as the company's financial director (chief financial officer), The term of office starts from the date of adoption of the resolution of the board of directors to the date of expiration of the second board of directors. Mr. Shi Yifeng, the general manager, no longer acts as the financial director. (2) Bloomage Biotechnology Corporation Limited(688363) : the board of directors of the company recently received a written resignation report from Mr. Li Huiliang, deputy general manager, chief technical officer and core technician of the company. He resigned as deputy general manager and chief technical officer of the company for personal reasons and will no longer serve as a core technician. After his resignation, he will no longer hold any position in the company and its subsidiaries. (3) Yunnan Botanee Bio-Technology Group Co.Ltd(300957) : according to the announcement on the filing of high-tech enterprises recognized in Yunnan Province in 2021 issued by the National Leading Group Office for the recognition and management of high-tech enterprises on December 31, 2021, Yunnan Botanee Bio-Technology Group Co.Ltd(300957) (hereinafter referred to as the "company") has been listed in the filing list of high-tech enterprises recognized in Yunnan Province in 2021, and the certificate number is gr202153000724.
People's finance and economics released the comment "stop the disorderly medical beauty, urgently need strict supervision and rational consumption", which aroused the concern of secondary market investors. The key stocks in the medical beauty industry chain have been adjusted to varying degrees. We judge that the probability of strong regulatory policies similar to the education and training industry in the medical beauty industry in the future is still small. Judging from the policies already issued, The focus of the regulatory authorities is still to crack down on illegal medical beauty, promote the healthy and orderly development of the industry, and guide the rational concept of medical beauty consumption on the consumer side. We believe that in the medium and long term, strengthening supervision is conducive to the healthy and orderly development of the industry, as well as the head, formal medical and American institutions and upstream raw material enterprises, and the listed companies (the A-share IPO of medical and American service related companies is expected to face greater challenges in the future). It is suggested to pay attention to upstream enterprises with good historical profitability and R & D certificate obtaining ability, including Imeik Technology Development Co.Ltd(300896) (300896, not rated), Bloomage Biotechnology Corporation Limited(688363) (688363, not rated), Shanghai Haohai Biological Technology Co.Ltd(688366) (688366, not rated), etc.
Risk tips: increased competition, new product launch less than expected, changes in industry policies, etc.
