$新氧(SY)$ 今_老虎社区_美港股上老虎 - 老虎社区

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少年维特
2023-11-29

$新氧(SY)$ 今天看新氧又签约了，之前是跟西宏药业，拿下来水光针和童颜针独家代理。这次是跟奥泰康医药，注射类产品又多了一类。

跟奥泰康主要是丝素蛋白透明质酸钠复合溶液，以及细胞外基质生物注射凝胶两项再生品类的研发合作。算是把再生材料应用场景从医疗端拓展至医美端。

看方正证券有个数据说，我国再生医美市场空间将在 2025 年增长到近 30 亿元，持续保持每年 20%以上的增长率，市场潜力还可以。

一直以来医美都是上游说了算，产品为先，新氧在产业链这块战略是说“玻尿酸+光电医美+再生”，如果真能把这个做成的话，抢占一定话语权还是有希望的。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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栋哥
·2023-11-30
玻尿酸+光电医美+再生打通的话赚钱没问题的
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明天周日
·2023-11-30
日线周线已经有点共振了，可以适当的布局
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马路边的硬币
·2023-11-30
怪不得日线有异动，原来是有利好
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会唱歌的小包子
·2023-11-30
现在的医美赛道等等才合适
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