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医美行业白皮书:预计今年将有1400万中国人参与医疗美容

2017-08-09 18:39:10   央广网

值得注意的是,整个医疗美容滚雪球式的增长背后是医疗美容产品的高利润。以医疗美容行业中常见的产品玻尿酸为例,记者在证监会网站上看到一家主营玻尿酸的公司爱美客此前刚刚发布IPO招股说明书,其中对于生产产品的描述中称,公司玻尿酸产品综合毛利率87%,单品毛利率最高的98%。价格最高的一款产品每支售价达到2500元左右,即使价格最低的平民产品,价格也在370元左右。

据透露,由于国内外价格存在价差,这几年国内的玻尿酸价格已经有所回落。数据显示,近3年来,国内针剂市场价格下滑70%以上。

市场规模的爆发也吸引来大量的资本进入。广州一位医疗美容行业多年从业者向记者透露。在前几年,他曾经投入300万元,开了一个1000平方米的整形店,基本上一年就已经可以回本了。

不过这位从业者也向记者诉苦由于资本的进入,推高了整个市场的营销成本。他给记者算了一笔账,现在平均“获客”成本大约3000元一个人。这其中,渠道医院和营销抽成就高达50%至70%。

医疗投资人李斌告诉记者,医疗美容机构想要做大不能只盯着资本市场。

李斌说:“真正的资本市场的资本,不一定是要和行业白头偕老的。其实不管是作为医美机构还是其他中小型机构,更多的还是要培养自己的核心竞争力。有好的医生、好的特色,是否能被资本市场看重并不重要。中小机构首先要做的就是抱团取暖,形成联盟,谋求整体的价值。”

据媒体报道,主营服装生产销售的朗姿股份去年转型医疗美容,耗资三亿多元收购六家医学美容企业股权,A股“医疗美容第一股”吸引了高度关注。今年3月,公司披露的2016年报显示,新增的医美业务只占公司营收6%左右;收购的六家公司,年业绩也仅完成了预期的八成。而去年底挂牌新三板的“永成医美”年报显示,公司2016年实现净利润同比下降了25%。对此,金星也表示,医疗美容APP的出现也大量分走了传统医疗美容机构的蛋糕。

金星说:“其实医院很难运用更多的方法或营销技巧来从你身上赚得暴利。所以传统的医院广告宣传获得一个到店客户的成本是3000元以上。但在APP上,获得一个到店用户的成本只要300元,减少了十分之一,节省了医院大量的营销成本。”

除此之外,医疗美容机构的乱象也值得关注。以广东东莞为例,据媒体报道,东莞仅有43家正规医美机构,而美容院数据超过6000家,其中95%打出了医疗美容广告,做微整形。此外,北京的正规医美机构也仅有260多家。报道称,医疗美容黑市的重灾区是肉毒素、玻尿酸、超声刀等项目,这些项目中充斥着假药、水货、山寨设备。

乱象背后反映出的是医疗美容行业医生资源有限,培养速度跟不上需求等问题。一位整形外科主任医师告诉记者,在现有状态下,可以通过建立医生集团的形式来缓解目前专业医生不足的情况。

医生表示:“医院的医生都是整形外科出来的,都是经过外科规范培训的,对并发症的处理能力相对来说较强,这样我们更能保障医疗按照一个正规化的流程去走。用规范化的技术引领民营企业,服务于更多的基层,尤其是在整形外科领域。”

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