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财经三剑客
·
06-26
新氧“讣告营销”翻车:流量焦虑背后,医美电商信任正在崩盘
$新氧(SY)$
在光鲜亮丽的医美行业背后,一场由新氧科技引发的“讣告营销”风波,不仅将新氧自身推向了舆论的风口浪尖,更引发了公众对医美电商信任危机的深刻反思。这起事件,如同一面镜子,映照出医美行业在流量追逐与道德底线之间的挣扎与沉沦。 2026年6月11日,新氧旗下微信公众号发布了一篇题为《马思纯,享年三十七岁》的文章,瞬间在网络上引发了轩然大波。文章未经授权,擅自剪辑并使用了知名演员马思纯关于心理健康、身体接纳的公开采访内容,配以“逆袭”“重生”等极具诱导性的文字,包装成一则视觉风格阴郁、版式形似讣告的推广页面。这一行为,不仅误导了大量网友以为马思纯去世,更触碰了公众的情感底线和道德神经。 马思纯,这位曾多次公开谈及自己与抑郁症抗争经历、因身材焦虑承受社会压力的女演员,其形象被新氧恶意篡改,塑造成一个需要通过医美手段“改造”才能获得“新生”的符号。这种在他人伤口上撒盐、收割流量的手法,无疑是对个人尊严的极大侮辱,也是对公众情感的粗暴践踏。 随着事件的发酵,微博、小红书等社交平台上,#马思纯起诉新氧#等话题迅速登上热搜,阅读量在数小时内破亿。公众的愤怒情绪如潮水般涌来,大量网友表示支持马思纯维权,并纷纷晒出自己或身边人被医美平台“审美绑架”的经历。一条获得数万点赞的评论写道:“他们先用羞辱让你觉得自己‘该死’,再告诉你花钱就能‘重生’,这套逻辑恶心透了。” 新氧的“讣告营销”不仅激怒了公众,更透支了公众对医美行业的信任度。医美,本应是帮助人们追求美丽、提升自信的行业,却在新氧等平台的操作下,变成了制造焦虑、贩卖容貌焦虑的温床。这种信任的崩塌,对于整个医美行业来说,无疑是致命的打击。 新氧此次违规营销的背后,是其近年来持续承压的营收和挥之不去的亏损阴影。回顾新氧上市以来的营收轨迹:2019年营收11
新氧“讣告营销”翻车:流量焦虑背后,医美电商信任正在崩盘
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新氧科技
·
06-24
新氧集团金星出席2026夏季达沃斯论坛:让人工智能走进诊室,推动医美产业规模化创新
6月23日至25日,世界经济论坛第十七届新领军者年会在辽宁大连举行。本届夏季达沃斯论坛以“规模化创新”为主题,来自全球90多个国家和地区的1700余名政界、商界、学术界和媒体界代表,共同探讨新技术如何转化为现实生产力,为全球经济增长注入新动能。 新氧集团创始人、董事长兼首席执行官金星受邀出席论坛,并参加国务院总理李强同工商界代表座谈交流。在本次夏季达沃斯论坛中,围绕中国消费市场、民营企业创新以及人工智能在实体经济中的应用,金星介绍了新氧近年来推动医美产业标准化、规模化和数智化发展的实践。 6月24日,金星出席达沃斯论坛期间接受媒体专访 金星表示,新氧正在建设全球最大的轻医美真实世界数据库与诊疗智能基础设施。中国拥有超大规模市场、丰富的产业体系和大量真实应用场景,这为人工智能从技术突破走向产业落地提供了独特优势。对于医美产业而言,人工智能的价值不能停留在内容生成和人机交互层面,更重要的是走进诊室,在保障医疗安全、用户隐私和数据合规的前提下,帮助医生提升效率,帮助机构稳定质量,让优质医疗服务惠及更多消费者。 “医美行业有独特难点:医疗属性强、容错率极低,绝对不能拿消费者做试验、冒医疗风险。 ”金星表示,“人工智能真正进入医美行业的标志,不是模型能够回答多少问题,而是能否让每一次诊疗变得更安全、更透明、更精准。” 从平台连接走向标准化医疗交付 过去十余年,新氧持续深耕医美产业,业务已经从连接消费者和医疗机构的互联网平台,逐步延伸至品牌医美中心、医疗产品及设备供应链、数字化运营和标准化医疗交付,形成线上服务与线下治疗协同发展的业务体系。 截至目前,新氧已在全国18个主要城市运营63家品牌医美中心,累计诊疗量突破162万次,活跃用户超过21万,2026年第一季度医美治疗服务收入同比增长186%。连锁收入连续6季度同比增长超180%。 规模增长的背后,是一套围绕医生、产品、设备、服务流
新氧集团金星出席2026夏季达沃斯论坛:让人工智能走进诊室,推动医美产业规模化创新
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新氧科技
·
06-18
新氧联合阿里健康推出医美术后护理包 医美后市场标准化提速
(来源:中国经济网) 近日,新氧自研院线护肤品牌SOYOUNG CLINIC与阿里健康旗下专业分阶护肤品牌奈妍达成深度合作,联合推出聚焦光电项目术后修护的分阶护理包。该产品以十余项医美围术期临床专家共识为研发基础,采用Ⅱ类医疗器械产品组合,旨在将专业医疗机构的护理标准转化为消费者可居家执行的修护方案,推动医美术后居家护理的标准化探索。 市场迈向4000亿:轻医美时代的“修复必修课” 《中国医美行业白皮书》数据显示,2025年,国内医美市场规模接近3700亿元,行业正从“小众消费”加速向“大众健康消费”渗透。其中,光子嫩肤、射频抗衰等光电类项目已成为市场主流品类,占比持续提升。 医美市场持续扩容的同时,行业发展重心正从传统的单一院内诊疗逐步向“术前预防——术中诊疗——术后修护”的全周期服务模式转变。然而,由于普通消费者缺乏医美恢复期的专业护肤认知,常常盲目叠加产品、错乱修护步骤,容易引发炎症后色素沉着、皮肤长期敏感等问题,直接损耗医美项目的最终效果。行业长期存在的修护不规范痛点,也让标准化、科学化的术后居家修护产品成为市场迫切需求。 新氧相关负责人表示:“术后修护和日常维养是保障医美效果的关键环节。行业长期缺少系统化、循证化的居家修护产品。本次护理包的落地,希望帮助进一步丰富术后修护的标准化产品供给,推动术后护肤从零散单品选购迈向方案化、标准化的产业新阶段。” 阿里健康相关负责人则强调:“合作核心是将复杂的临床专业护理路径简化、标准化,降低普通消费者的使用门槛,进一步规范医美术后护肤消费环境。” 循证医学指导下的“居家修护方案” 国内医美临床领域已形成成熟的光电术后分阶护理体系。《中国非侵入性能量源医美项目围术期整全护肤临床实践专家共识(2025)》等多项行业规范,明确划分了光电术后不同恢复期的护肤准则。但这类循证护理标准长期局限于医疗机构内部,专业门槛较高,普通消费者难以
新氧联合阿里健康推出医美术后护理包 医美后市场标准化提速
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传奇硬核韭菜
·
06-01
$新氧(SY)$
你好,15
$新氧(SY)$ 你好,15
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新氧科技
·
05-22
新氧26年Q1财报:连锁收入连续6季度同比增长超180% 牵引集团收入创历史同期新高
北京时间5月22日,新氧发布了2026年第一季度财报。报告期内,集团实现总收入4.33亿元,同比增长约46%。得益于用户价值的持续深耕,新氧连锁业务一季度收入2.82亿元,连续6季度保持超过180%的高速增长,牵引集团收入创下历史同期新高。 截至一季度末,新氧青春诊所全国门店增至54家,覆盖16座核心城市,活跃用户突破21万人。
新氧26年Q1财报:连锁收入连续6季度同比增长超180% 牵引集团收入创历史同期新高
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新氧科技
·
04-23
新氧联合锦波发布“奇迹胶原”薇旖美ColPact 5年深耕锻造医美最强供应链
4月22日,新氧与锦波生物联合召开“青春奇迹”战略发布会,双方正式宣布达成战略合作——锦波生物将旗下新品薇旖美ColPact独家专供新氧青春诊所,而新氧青春诊所基于此产品正式推出“奇迹胶原” ——覆盖面部与头皮的重组胶原蛋白全场景抗衰解决方案。 薇旖美ColPact作为新氧“GREEN LABEL”(绿标)体系第20款特有产品,是双方在再生医美领域的协同落地,也标志着新氧历时五年的供应链战略进入规模化兑现阶段。 胶原蛋白进入集中放量期 重组胶原成行业核心增长极 2026年,医美行业正在进入胶原蛋白产品的集中释放周期。供给端,监管审批提速推动合规产品快速扩容。 截至2026年4月,国内三类医疗器械胶原蛋白注册证已达18张,行业供给格局不断完善。市场端,胶原蛋白已成为国内医美注射领域第三大赛道。根据前瞻产业研究院数据,2024年,中国医美注射类胶原蛋白市场规模约67亿元,2021-2024年复合增长率达21.9%。结构层面,重组胶原蛋白成为核心增长引擎,十年间市场占比提升超376%,2025年渗透率达56.9%,逐步替代传统动物源胶原成为主流。 这一变化背后,是医美消费逻辑的转变。相较于以“填充”为核心的形态调整,用户开始更关注“自然还原”“组织再生”与长期效果,再生类项目成为主流趋势,也为重组胶原的规模化落地提供了市场基础。 新氧与锦波生物合作落地 “奇迹胶原”构建全场景抗衰方案 新氧集团董事长兼CEO金星表示,“医美消费正发生结构性转变,行业关键词从‘改变’转向‘还原’。2025年,新氧平台‘妈生感’相关内容互动量为三年前的3倍,消费者更追求自然抗衰效果,而非单纯填充。同时,抗衰需求从面部向全身精细化护理延伸,平台‘头皮护理’‘发量管理’搜索量年增超50%。” 顺应抗衰精细化、全身化的消费趋势,新氧与锦波生物达成战略合作,推出重组胶原
新氧联合锦波发布“奇迹胶原”薇旖美ColPact 5年深耕锻造医美最强供应链
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野马财经
·
04-22
锦波生物、新氧翻脸后牵手,“山西女首富”难逃真香定律?
200亿锦波生物为何难逃“真香定律”? 作者 | 于婞 编辑丨高岩 来源 | 野马财经 谁都逃不过王境泽的“真香定律”,锦波生物(920982.BJ)也不例外。 两年前,2024年4月1日,锦波生物在公司微信公众号上两度发布又两度删除声明,剑指新氧平台“违规低价宣传”其核心产品“薇旖美”,指控其扰乱市场价格。彼时,新氧App上薇旖美的价格最低仅1513元/瓶,而锦波生物给出的市场指导价高达6800元/瓶。双方剑拔弩张,一副“不共戴天”的姿态。 然而,仅仅两年后,剧情出现反转。 4月22日,锦波生物与新氧官宣“牵手”战略合作,锦波生物将旗下新品“薇旖美ColPact”独家专供新氧的线下轻医美门店“新氧青春诊所”,定价为单支1999元,两支2999元。 截至4月22日,锦波生物报收186.38元/股,总市值214亿元。 图源:罐头图库 01 从“炮轰”到“牵手” 锦波生物叫板新氧的事情就在2年前。2024年4月1日,锦波生物在公司微信公众号上发表《关于维护市场环境、保护消费者合法权益的严正声明》,称3.15期间公司发现了多起侵犯公司知识产权的案件,包括新氧在各大网络平台违规低价宣传薇旖美重组Ⅲ型人源化胶原蛋白冻干纤维,扰乱市场价格。 不过第二天,锦波生物就删除了该声明。有媒体报道,在这份声明之前,2024年3月28日,锦波生物曾发布过一份内容几乎一样的声明,但把新氧的全名写错了,后续删除重发,但最终又删除。 值得注意的是,新氧青春诊所在2024年11月才正式宣布推出,当时被批“扰乱市场价格”的是新氧互联网信息聚合平台,据“财联社”报道,新氧平台上某些机构的薇旖美产品售价,低至锦波生物参考均价的两折,且新氧还在小红书平台上发布包含两支薇旖美的“王牌抗衰卡”的“赞助”帖子。 曾经因低价痛批新氧,如今又低价与新氧“牵手”,锦波生物两年间的转变令人咋舌。 图源:罐头图库 不过锦波生物的
锦波生物、新氧翻脸后牵手,“山西女首富”难逃真香定律?
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龚进辉
·
04-14
新氧尝到开线下诊所的甜头,但盈利艰难是一大硬伤
作者:龚进辉 最近,“互联网医美平台第一股”新氧发布了2025年Q4和全年财报,揭示了其正处于转型阵痛期,业绩表现呈现出鲜明的“冰与火”特征:一方面,新业务高歌猛进,成为增长的核心引擎;另一方面,新老业务此消彼长让公司非常难受,整体仍在亏损泥潭中挣扎。 说白了,新氧交出的最新成绩单,既有亮点也有潜在隐忧,具体来看: 先说亮点,我总结主要体现在三个方面: 一、营收结构发生根本性转变 新氧已成功从线上信息平台转型为“平台+连锁诊所”的复合体。2025年,其医美诊疗服务收入(主要来自线下自营诊所,即新氧青春诊所)达到6.75亿元,同比激增298.7%,占总收入比重从2024年的约11%跃升至44.3%。尤其在Q4,该业务收入占比首次超过50%,成为公司第一大收入来源,标志着转型战略在获取市场和收入上取得显著成效。 二、线下业务呈现爆发式增长 新氧线下连锁品牌“新氧青春诊所”扩张迅速,截至2025年底,已在16个城市开设53家运营中的医美中心。这一业务板块不仅收入增长迅猛,用户基础也在快速扩大,活跃用户超17万人,核心会员复购率超80%,使其获客成本(约8%)远低于行业平均水平。 三、年度亏损大幅收窄 尽管新氧仍处于亏损状态,但在成本控制上取得一定进展。2025年,其净亏损为2.42亿元,相较于2024年亏损5.9亿元大幅收窄59%。这显示出公司在追求规模扩张的同时,也开始注重运营效率的提升。尤其是Q4,净亏损1.09亿元,较2024年同期6.08亿元大幅减亏82%。 再说潜在隐忧,三大隐忧不容忽视: 一、盈利能力依然堪忧,陷入增收不增利困境 虽然新氧年度亏损收窄,但盈利之路依然漫长。一大实锤是:Q4净亏损1.09亿
新氧尝到开线下诊所的甜头,但盈利艰难是一大硬伤
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来咖
·
04-08
单店盈利、集团巨亏:新氧为什么学不会优衣库?
新氧创始人金星有一个朴素的梦想:让中国医美像韩国一样,成为大众的日常消费,价格亲民,触手可及。他试图用优衣库的逻辑重构医美——标准化、低价、去中心化。 在经历了一场轰轰烈烈的线下转型后,新氧在上个月底交出了一份矛盾的答卷:公开信息显示,2025年第四季度,新氧实现总收入4.61亿元,同比增长25%,创下公司单季营收历史新高。2025年全年,新氧的总收入15.23亿元,同比增长3.87%。同时,2025年,线下诊所收入暴涨298.7%,门店数量快速增长。 公司在Q4营收实现了双位数的增长,这本该是一个庆功的时刻。但如果仔细拆解这份财报,会发现这样一个巨大的成本数字:8.6亿元(该数为“销售和营销费用”与“管理费用”之和)。 那个曾经靠流量躺着赚钱的互联网巨头,如今在重资产的线下战场上,正面临着“店端盈利,公司巨亏”的至暗时刻。 01 转型阵痛:从躺赚流量到苦哈哈卖服务 要理解新氧青春诊所的业务模式,得先看它的生存土壤,的确是变了。 根据财报数据,新氧正在经历脱胎换骨式的业务结构调整: 信息服务收入崩塌,从2023年的10.6亿,跌至2025年的4.99亿。这块业务曾是新氧的印钞机,高毛利、轻资产。医美治疗服务收入崛起,新氧2024年开始全面转型线下轻医美连锁诊所业务,2025年收入达到6.74亿,目前运营49家诊所。但这块业务虽然收入体量大,却是低毛利、重资产。新氧丢了高毛利信息服务这样的“金饭碗”,去抢低毛利医疗服务“铁饭碗”,但支撑金饭碗的总部班子(高昂的三费)却基本没有变化。 (数据来源:财报) 为什么会出现这种不符合逻辑的变化? 简单来说,新氧并非主动放弃金饭碗,而是这个金饭碗已经端不稳了。公司转向铁饭碗,虽然辛苦且利润薄,但却是为了在流量红利见顶、巨头环伺的绝境中,寻找一条能掌握自己命运的新路。 新氧起家于“内容社区+电商”模式,在早期垄断了医美领域的线上流量。然而
单店盈利、集团巨亏:新氧为什么学不会优衣库?
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04-06
新氧青春诊所低价狂欢背后的医美困局
编辑 | 虞尔湖 出品 | 潮起网「于见专栏」 get?code=YjFhOWYxMjg3ODI0NGU4MjE0OTc5MzRmZWQ2ZTJmZTMsMTc3NTM4MTgxNjE5OA== 当“奇迹童颜”以2999元的“史上最低价”横空出世,当圣博玛、普丽妍等上游厂商接连将新氧青春诊所列入“黑名单”,当黑猫投诉平台上投诉直指虚假宣传与医疗事故。 这家曾经的“互联网医美第一股”,正以一种近乎激进的方式,将整个医美行业拖入一场关于定价权、医疗安全与商业伦理的深层博弈。低价,究竟是普惠消费者的福音,还是饮鸩止渴的陷阱? 低价策略下的行业地震 2025年,新氧青春诊所以一记“价格炸弹”震惊医美行业。其推出的“奇迹童颜”项目,将原本万元级的童颜针价格直接砍至2999元至5999元区间,相当于市场均价的三分之一。这一“击穿底价”的举动,迅速引发上游厂商的集体反弹。 圣博玛率先发难。这家艾维岚童颜针的生产商在官方声明中直指新氧“存在合规性问题”,称其产品“未通过授权渠道采购”,相关医护人员“未接受专业注射培训”。 紧随其后,普丽妍将新氧旗下46家青春诊所列入“非官方合作机构”黑名单,明确表示“不保障产品真伪”。一时间,关于新氧产品来源的质疑甚嚣尘上。 面对质疑,新氧的回应强硬而直接。CEO金星在公开场合反复强调,新氧的低价并非以牺牲上游利润为代价,而是“通过门店规模优势与成本管控”实现的。新氧方面声称,所有产品均可通过国家UDI系统验真,医生资质合法合规。 甚至,新氧还发布了一份《不致歉声明》,喊出“青春面前、人人平等”的口号,将自身塑造成打破行业暴利的“革命者”形象。 然而,这场定价权之争的核心,远非简单的“贵与便宜”之辩。医美行业的定价体系向来复杂:上游厂商给出指导价,经销商层层加价,终端机构再根据医生技术、服务质量等因素浮动定价。 新氧的“断崖式降价”,本质上是对这一既有秩序
新氧青春诊所低价狂欢背后的医美困局
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公司概况
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新氧
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NASDAQ
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公司网址
http://soyoung.com;ir.soyoung.com
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公司概况
新氧科技有限公司于2014年4月在开曼群岛注册成立。新氧科技有限公司是中国领先的医美平台,致力于连接线上服务和线下治疗。公司通过其线上平台和品牌医美中心提供医美服务,包括精选的治疗信息、便捷的线上预约、高质量的治疗以及光电医疗设备和注射类产品的研发、生产和销售。凭借强大的品牌知名度、广泛的数字化覆盖、价格合理的治疗方案和高效的供应链,新氧拥有长期服务用户、在医美价值链中不断发展的优势。新氧充满活力且值得信赖的社交社区让用户能够了解最新的医美趋势,并帮助他们做出购买决策。已接受过医美治疗的用户分享的亲身经历,进一步增强了其他希望接受类似治疗的用户的信任度。公司拥有庞大的“美容日记”博客库,用户每天都会分享治疗案例。新氧也鼓励用户在其平台上评价、评论和分享他们的治疗体验。公司认为,其平台上的用户生成内容、评分和评论能够激励医美服务提供商提供高质量、多样化的治疗方案,并保持价格透明。此外,新氧正在中国拓展牙科、皮肤科、眼科、妇科和体检服务。
04-23
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-12-12
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-04-18
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-04-25
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-02-09
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2024-02-05
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-01-16
超过5%披露
Form SC 13D - General statement of acquisition of beneficial ownership
Form SC 13D - General statement of acquisition of beneficial ownership
2023-08-17
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-05-30
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2023-04-25
年度报告
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2023-04-04
员工持股计划
S-8 - Securities to be offered to employees in employee benefit plans
S-8 - Securities to be offered to employees in employee benefit plans
2023-02-14
超过5%披露
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
2023-02-08
超过5%披露
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
2023-02-08
超过5%披露
SC 13G - Statement of acquisition of beneficial ownership by individuals
SC 13G - Statement of acquisition of beneficial ownership by individuals
2023-01-30
超过5%披露
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals
分时
5日
日
周
月
数据加载中...
最高
1.74
今开
1.70
量比
0.29
最低
1.66
昨收
1.71
换手率
0.14%
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EDT","volume":420,"amount":717.69,"timestamp":1783985624771,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.2909612462627339,"impliedVol":0.8951,"impliedVolPercentile":0.224},"tweetData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.579199552860800","cardData":[{"tweetId":"579199552860800","author":{"authorId":"3478600104653236","idStr":"3478600104653236","name":"财经三剑客","avatar":"https://static.tigerbbs.com/db4662be36abb47f3049d74fe14c18d1","userType":2,"introduction":"2017年度十大科技自媒体优秀作者 2017年度国内十大科技原创自媒体人 2017—2018年度新金融行业人气自媒体","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1300,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"新氧“讣告营销”翻车:流量焦虑背后,医美电商信任正在崩盘","digest":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a> 在光鲜亮丽的医美行业背后,一场由新氧科技引发的“讣告营销”风波,不仅将新氧自身推向了舆论的风口浪尖,更引发了公众对医美电商信任危机的深刻反思。这起事件,如同一面镜子,映照出医美行业在流量追逐与道德底线之间的挣扎与沉沦。 2026年6月11日,新氧旗下微信公众号发布了一篇题为《马思纯,享年三十七岁》的文章,瞬间在网络上引发了轩然大波。文章未经授权,擅自剪辑并使用了知名演员马思纯关于心理健康、身体接纳的公开采访内容,配以“逆袭”“重生”等极具诱导性的文字,包装成一则视觉风格阴郁、版式形似讣告的推广页面。这一行为,不仅误导了大量网友以为马思纯去世,更触碰了公众的情感底线和道德神经。 马思纯,这位曾多次公开谈及自己与抑郁症抗争经历、因身材焦虑承受社会压力的女演员,其形象被新氧恶意篡改,塑造成一个需要通过医美手段“改造”才能获得“新生”的符号。这种在他人伤口上撒盐、收割流量的手法,无疑是对个人尊严的极大侮辱,也是对公众情感的粗暴践踏。 随着事件的发酵,微博、小红书等社交平台上,#马思纯起诉新氧#等话题迅速登上热搜,阅读量在数小时内破亿。公众的愤怒情绪如潮水般涌来,大量网友表示支持马思纯维权,并纷纷晒出自己或身边人被医美平台“审美绑架”的经历。一条获得数万点赞的评论写道:“他们先用羞辱让你觉得自己‘该死’,再告诉你花钱就能‘重生’,这套逻辑恶心透了。” 新氧的“讣告营销”不仅激怒了公众,更透支了公众对医美行业的信任度。医美,本应是帮助人们追求美丽、提升自信的行业,却在新氧等平台的操作下,变成了制造焦虑、贩卖容貌焦虑的温床。这种信任的崩塌,对于整个医美行业来说,无疑是致命的打击。 新氧此次违规营销的背后,是其近年来持续承压的营收和挥之不去的亏损阴影。回顾新氧上市以来的营收轨迹:2019年营收11","plainDigest":"$新氧(SY)$ 在光鲜亮丽的医美行业背后,一场由新氧科技引发的“讣告营销”风波,不仅将新氧自身推向了舆论的风口浪尖,更引发了公众对医美电商信任危机的深刻反思。这起事件,如同一面镜子,映照出医美行业在流量追逐与道德底线之间的挣扎与沉沦。 2026年6月11日,新氧旗下微信公众号发布了一篇题为《马思纯,享年三十七岁》的文章,瞬间在网络上引发了轩然大波。文章未经授权,擅自剪辑并使用了知名演员马思纯关于心理健康、身体接纳的公开采访内容,配以“逆袭”“重生”等极具诱导性的文字,包装成一则视觉风格阴郁、版式形似讣告的推广页面。这一行为,不仅误导了大量网友以为马思纯去世,更触碰了公众的情感底线和道德神经。 马思纯,这位曾多次公开谈及自己与抑郁症抗争经历、因身材焦虑承受社会压力的女演员,其形象被新氧恶意篡改,塑造成一个需要通过医美手段“改造”才能获得“新生”的符号。这种在他人伤口上撒盐、收割流量的手法,无疑是对个人尊严的极大侮辱,也是对公众情感的粗暴践踏。 随着事件的发酵,微博、小红书等社交平台上,#马思纯起诉新氧#等话题迅速登上热搜,阅读量在数小时内破亿。公众的愤怒情绪如潮水般涌来,大量网友表示支持马思纯维权,并纷纷晒出自己或身边人被医美平台“审美绑架”的经历。一条获得数万点赞的评论写道:“他们先用羞辱让你觉得自己‘该死’,再告诉你花钱就能‘重生’,这套逻辑恶心透了。” 新氧的“讣告营销”不仅激怒了公众,更透支了公众对医美行业的信任度。医美,本应是帮助人们追求美丽、提升自信的行业,却在新氧等平台的操作下,变成了制造焦虑、贩卖容貌焦虑的温床。这种信任的崩塌,对于整个医美行业来说,无疑是致命的打击。 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新氧集团创始人、董事长兼首席执行官金星受邀出席论坛,并参加国务院总理李强同工商界代表座谈交流。在本次夏季达沃斯论坛中,围绕中国消费市场、民营企业创新以及人工智能在实体经济中的应用,金星介绍了新氧近年来推动医美产业标准化、规模化和数智化发展的实践。 6月24日,金星出席达沃斯论坛期间接受媒体专访 金星表示,新氧正在建设全球最大的轻医美真实世界数据库与诊疗智能基础设施。中国拥有超大规模市场、丰富的产业体系和大量真实应用场景,这为人工智能从技术突破走向产业落地提供了独特优势。对于医美产业而言,人工智能的价值不能停留在内容生成和人机交互层面,更重要的是走进诊室,在保障医疗安全、用户隐私和数据合规的前提下,帮助医生提升效率,帮助机构稳定质量,让优质医疗服务惠及更多消费者。 “医美行业有独特难点:医疗属性强、容错率极低,绝对不能拿消费者做试验、冒医疗风险。 ”金星表示,“人工智能真正进入医美行业的标志,不是模型能够回答多少问题,而是能否让每一次诊疗变得更安全、更透明、更精准。” 从平台连接走向标准化医疗交付 过去十余年,新氧持续深耕医美产业,业务已经从连接消费者和医疗机构的互联网平台,逐步延伸至品牌医美中心、医疗产品及设备供应链、数字化运营和标准化医疗交付,形成线上服务与线下治疗协同发展的业务体系。 截至目前,新氧已在全国18个主要城市运营63家品牌医美中心,累计诊疗量突破162万次,活跃用户超过21万,2026年第一季度医美治疗服务收入同比增长186%。连锁收入连续6季度同比增长超180%。 规模增长的背后,是一套围绕医生、产品、设备、服务流","plainDigest":"6月23日至25日,世界经济论坛第十七届新领军者年会在辽宁大连举行。本届夏季达沃斯论坛以“规模化创新”为主题,来自全球90多个国家和地区的1700余名政界、商界、学术界和媒体界代表,共同探讨新技术如何转化为现实生产力,为全球经济增长注入新动能。 新氧集团创始人、董事长兼首席执行官金星受邀出席论坛,并参加国务院总理李强同工商界代表座谈交流。在本次夏季达沃斯论坛中,围绕中国消费市场、民营企业创新以及人工智能在实体经济中的应用,金星介绍了新氧近年来推动医美产业标准化、规模化和数智化发展的实践。 6月24日,金星出席达沃斯论坛期间接受媒体专访 金星表示,新氧正在建设全球最大的轻医美真实世界数据库与诊疗智能基础设施。中国拥有超大规模市场、丰富的产业体系和大量真实应用场景,这为人工智能从技术突破走向产业落地提供了独特优势。对于医美产业而言,人工智能的价值不能停留在内容生成和人机交互层面,更重要的是走进诊室,在保障医疗安全、用户隐私和数据合规的前提下,帮助医生提升效率,帮助机构稳定质量,让优质医疗服务惠及更多消费者。 “医美行业有独特难点:医疗属性强、容错率极低,绝对不能拿消费者做试验、冒医疗风险。 ”金星表示,“人工智能真正进入医美行业的标志,不是模型能够回答多少问题,而是能否让每一次诊疗变得更安全、更透明、更精准。” 从平台连接走向标准化医疗交付 过去十余年,新氧持续深耕医美产业,业务已经从连接消费者和医疗机构的互联网平台,逐步延伸至品牌医美中心、医疗产品及设备供应链、数字化运营和标准化医疗交付,形成线上服务与线下治疗协同发展的业务体系。 截至目前,新氧已在全国18个主要城市运营63家品牌医美中心,累计诊疗量突破162万次,活跃用户超过21万,2026年第一季度医美治疗服务收入同比增长186%。连锁收入连续6季度同比增长超180%。 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作者 | 于婞 编辑丨高岩 来源 | 野马财经 谁都逃不过王境泽的“真香定律”,锦波生物(920982.BJ)也不例外。 两年前,2024年4月1日,锦波生物在公司微信公众号上两度发布又两度删除声明,剑指新氧平台“违规低价宣传”其核心产品“薇旖美”,指控其扰乱市场价格。彼时,新氧App上薇旖美的价格最低仅1513元/瓶,而锦波生物给出的市场指导价高达6800元/瓶。双方剑拔弩张,一副“不共戴天”的姿态。 然而,仅仅两年后,剧情出现反转。 4月22日,锦波生物与新氧官宣“牵手”战略合作,锦波生物将旗下新品“薇旖美ColPact”独家专供新氧的线下轻医美门店“新氧青春诊所”,定价为单支1999元,两支2999元。 截至4月22日,锦波生物报收186.38元/股,总市值214亿元。 图源:罐头图库 01 从“炮轰”到“牵手” 锦波生物叫板新氧的事情就在2年前。2024年4月1日,锦波生物在公司微信公众号上发表《关于维护市场环境、保护消费者合法权益的严正声明》,称3.15期间公司发现了多起侵犯公司知识产权的案件,包括新氧在各大网络平台违规低价宣传薇旖美重组Ⅲ型人源化胶原蛋白冻干纤维,扰乱市场价格。 不过第二天,锦波生物就删除了该声明。有媒体报道,在这份声明之前,2024年3月28日,锦波生物曾发布过一份内容几乎一样的声明,但把新氧的全名写错了,后续删除重发,但最终又删除。 值得注意的是,新氧青春诊所在2024年11月才正式宣布推出,当时被批“扰乱市场价格”的是新氧互联网信息聚合平台,据“财联社”报道,新氧平台上某些机构的薇旖美产品售价,低至锦波生物参考均价的两折,且新氧还在小红书平台上发布包含两支薇旖美的“王牌抗衰卡”的“赞助”帖子。 曾经因低价痛批新氧,如今又低价与新氧“牵手”,锦波生物两年间的转变令人咋舌。 图源:罐头图库 不过锦波生物的","plainDigest":"200亿锦波生物为何难逃“真香定律”? 作者 | 于婞 编辑丨高岩 来源 | 野马财经 谁都逃不过王境泽的“真香定律”,锦波生物(920982.BJ)也不例外。 两年前,2024年4月1日,锦波生物在公司微信公众号上两度发布又两度删除声明,剑指新氧平台“违规低价宣传”其核心产品“薇旖美”,指控其扰乱市场价格。彼时,新氧App上薇旖美的价格最低仅1513元/瓶,而锦波生物给出的市场指导价高达6800元/瓶。双方剑拔弩张,一副“不共戴天”的姿态。 然而,仅仅两年后,剧情出现反转。 4月22日,锦波生物与新氧官宣“牵手”战略合作,锦波生物将旗下新品“薇旖美ColPact”独家专供新氧的线下轻医美门店“新氧青春诊所”,定价为单支1999元,两支2999元。 截至4月22日,锦波生物报收186.38元/股,总市值214亿元。 图源:罐头图库 01 从“炮轰”到“牵手” 锦波生物叫板新氧的事情就在2年前。2024年4月1日,锦波生物在公司微信公众号上发表《关于维护市场环境、保护消费者合法权益的严正声明》,称3.15期间公司发现了多起侵犯公司知识产权的案件,包括新氧在各大网络平台违规低价宣传薇旖美重组Ⅲ型人源化胶原蛋白冻干纤维,扰乱市场价格。 不过第二天,锦波生物就删除了该声明。有媒体报道,在这份声明之前,2024年3月28日,锦波生物曾发布过一份内容几乎一样的声明,但把新氧的全名写错了,后续删除重发,但最终又删除。 值得注意的是,新氧青春诊所在2024年11月才正式宣布推出,当时被批“扰乱市场价格”的是新氧互联网信息聚合平台,据“财联社”报道,新氧平台上某些机构的薇旖美产品售价,低至锦波生物参考均价的两折,且新氧还在小红书平台上发布包含两支薇旖美的“王牌抗衰卡”的“赞助”帖子。 曾经因低价痛批新氧,如今又低价与新氧“牵手”,锦波生物两年间的转变令人咋舌。 图源:罐头图库 不过锦波生物的","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1776864231910,"gmtModify":1776919510454,"symbols":["SY"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":5,"images":[{"url":"https://static.tigerbbs.com/c7661c8f57d442376bd9975d22ae45f9","width":"640","height":"930"},{"url":"https://static.tigerbbs.com/2b8125fd02c0775880960f7881171ef1","width":"640","height":"432"},{"url":"https://static.tigerbbs.com/ba9f3f43a78fb7c0b156b7b05d5152b6","width":"640","height":"480"}],"repostCount":1,"viewCount":1878,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/556383086806720","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":6773,"displayRows":4,"foldSize":0,"authorId":"3580875730323394"}]},{"cardType":"TWEET","cardId":"TWEET.553449816647768","cardData":[{"tweetId":"553449816647768","author":{"authorId":"3493268241226642","idStr":"3493268241226642","name":"龚进辉","avatar":"https://static.tigerbbs.com/d060bf6c303fa28eefa9355f809819a7","userType":8,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"新氧尝到开线下诊所的甜头,但盈利艰难是一大硬伤","digest":"作者:龚进辉 最近,“互联网医美平台第一股”新氧发布了2025年Q4和全年财报,揭示了其正处于转型阵痛期,业绩表现呈现出鲜明的“冰与火”特征:一方面,新业务高歌猛进,成为增长的核心引擎;另一方面,新老业务此消彼长让公司非常难受,整体仍在亏损泥潭中挣扎。 说白了,新氧交出的最新成绩单,既有亮点也有潜在隐忧,具体来看: 先说亮点,我总结主要体现在三个方面: 一、营收结构发生根本性转变 新氧已成功从线上信息平台转型为“平台+连锁诊所”的复合体。2025年,其医美诊疗服务收入(主要来自线下自营诊所,即新氧青春诊所)达到6.75亿元,同比激增298.7%,占总收入比重从2024年的约11%跃升至44.3%。尤其在Q4,该业务收入占比首次超过50%,成为公司第一大收入来源,标志着转型战略在获取市场和收入上取得显著成效。 二、线下业务呈现爆发式增长 新氧线下连锁品牌“新氧青春诊所”扩张迅速,截至2025年底,已在16个城市开设53家运营中的医美中心。这一业务板块不仅收入增长迅猛,用户基础也在快速扩大,活跃用户超17万人,核心会员复购率超80%,使其获客成本(约8%)远低于行业平均水平。 三、年度亏损大幅收窄 尽管新氧仍处于亏损状态,但在成本控制上取得一定进展。2025年,其净亏损为2.42亿元,相较于2024年亏损5.9亿元大幅收窄59%。这显示出公司在追求规模扩张的同时,也开始注重运营效率的提升。尤其是Q4,净亏损1.09亿元,较2024年同期6.08亿元大幅减亏82%。 再说潜在隐忧,三大隐忧不容忽视: 一、盈利能力依然堪忧,陷入增收不增利困境 虽然新氧年度亏损收窄,但盈利之路依然漫长。一大实锤是:Q4净亏损1.09亿","plainDigest":"作者:龚进辉 最近,“互联网医美平台第一股”新氧发布了2025年Q4和全年财报,揭示了其正处于转型阵痛期,业绩表现呈现出鲜明的“冰与火”特征:一方面,新业务高歌猛进,成为增长的核心引擎;另一方面,新老业务此消彼长让公司非常难受,整体仍在亏损泥潭中挣扎。 说白了,新氧交出的最新成绩单,既有亮点也有潜在隐忧,具体来看: 先说亮点,我总结主要体现在三个方面: 一、营收结构发生根本性转变 新氧已成功从线上信息平台转型为“平台+连锁诊所”的复合体。2025年,其医美诊疗服务收入(主要来自线下自营诊所,即新氧青春诊所)达到6.75亿元,同比激增298.7%,占总收入比重从2024年的约11%跃升至44.3%。尤其在Q4,该业务收入占比首次超过50%,成为公司第一大收入来源,标志着转型战略在获取市场和收入上取得显著成效。 二、线下业务呈现爆发式增长 新氧线下连锁品牌“新氧青春诊所”扩张迅速,截至2025年底,已在16个城市开设53家运营中的医美中心。这一业务板块不仅收入增长迅猛,用户基础也在快速扩大,活跃用户超17万人,核心会员复购率超80%,使其获客成本(约8%)远低于行业平均水平。 三、年度亏损大幅收窄 尽管新氧仍处于亏损状态,但在成本控制上取得一定进展。2025年,其净亏损为2.42亿元,相较于2024年亏损5.9亿元大幅收窄59%。这显示出公司在追求规模扩张的同时,也开始注重运营效率的提升。尤其是Q4,净亏损1.09亿元,较2024年同期6.08亿元大幅减亏82%。 再说潜在隐忧,三大隐忧不容忽视: 一、盈利能力依然堪忧,陷入增收不增利困境 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