When we marvel at the face value in the old photo album, we will say that she was originally a collagen face, not a hyaluronic acid face.
The pre-barrier in the field of medical beauty lies in the class III certificate, which takes five years to be approved.
Aimeike, the son of natural selection, has five certificates of three types of medical devices in the field of hyaluronic acid, and Chuanger Bio, which is about to land on the science and technology innovation board, is the leader in the field of collagen.
In China, there are only two certificates of three types of medical devices for medical skin repair dressings (commonly known as medical beauty masks on the Internet) containing hyaluronic acid and collagen, and Chuanger Bio owns the first one.
This is the status of rivers and lakes.
There are only four purest medical American stocks, including Aimeike, Huaxi Bio, Chuanger Bio and Hua Han Plastic Surgery.
Huadong Medicine, Langzi and Shang Lu all belong to the second-line camp of medical beauty, with bright future, but their original main businesses are tasteless and cannot be abandoned.
Collagen is the most abundant protein in human body, accounting for 95% of dermal connective tissue.
As a wound dressing, it can be used for skin repair, promoting cell growth, greatly shortening wound healing time, reducing scar and contracture, and improving appearance.
As an injection filling material, it can be used for facial contour correction, wrinkle and scar repair. With the passage of time, inanimate collagen injection gradually becomes living tissue.
As a skin care product, its moisturizing effect is second only to glycerin, which can lock water and replenish water, nourish skin, inhibit melanin production and achieve whitening effect.
As a functional food, it can be eaten directly, such as chewable tablets, protein powder needed by athletes, enteral nutrition preparations and so on.
Cattle is the main source of collagen. In 2027, the global market scale of collagen is expected to reach 22.622 billion US dollars, and the domestic market scale is 65.438+57.6 billion US dollars.
Chuanger Bio successfully developed the large-scale aseptic extraction and preparation technology of biomedical grade active collagen, which solved the technical pain points of virus inactivation and immunogenicity control during the extraction of animal-derived collagen, and many technical indicators reached the international advanced level.
Similar to Huaxi Bio, Chuanger Bio moved to the third line, covering the whole industrial chain of raw materials, medical devices and biological skin care products, but the product matrix was too thin.
raw material
Medical-grade raw materials are mainly used in their own core products, and are also used in many well-known universities and research institutes in China, including Chinese Academy of Sciences, South China University of Technology, Sichuan University, Harbin Institute of Technology and Jinan University.
Chuangfukang
Medical devices launch Chuangfukang brand. Chuanger Bio is the pioneer of collagen patch dressing (network commonly known as medical beauty mask) and has the first sterile Class III collagen patch dressing in China. Users are divided into three categories: patients with acne and dermatitis, people in urgent need of skin repair after cosmetic surgery, and ordinary consumers who pursue functional skin care.
The compound annual growth rate of patch medical skin repair dressing market exceeds 40%. In 20 19, the consumption reached 340 million tablets, the sales exceeded 5 billion yuan, and the penetration rate was about 30%. There is still a lot of room for improvement. Fuerjia (leading brand of hyaluronic acid dressing) has a market share of 37%, Chuangfukang (leading brand of collagen dressing) has a market share of 8%, and Fu Mei (human-like collagen dressing) has a market share of 8%.
Chuangfukang collagen dressing covers more than 320 3A hospitals and 47 national top 100 hospitals, with a coverage rate of 47%.
The market share of Chuanger Bio in China medical-grade collagen is 5.23%, and there is still much room for improvement.
Chuangermei
Bio-skin care products launched the Chuangermei brand, and the main product is collagen multi-effect repair mask. The average selling price exceeds that of 25 yuan, and it belongs to high-end positioning in the market.
From July 20 19 to June 2020, the turnover of patch masks with repair function reached 654.38+0653 billion yuan on Taobao Tmall platform, accounting for 12.23% of the total patch masks, ranking fifth, second only to hydrating, moisturizing, brightening skin tone and shrinking pores.
The market concentration of repair patch mask is low, showing a multi-competitive pattern, and Chuangermei occupies 2% market share.
The market share of Chuanger Bio in China collagen skin care products was 1 1.45%, which decreased slightly.
Let's take a look at a bunch of boring but important data of Creator II.
From 20 12 to 20 19, the compound annual growth rate of net profit is as high as 32.4 1%.
In 2020, the operating income was 300 million and the net profit was 90 million, a year-on-year increase of 25%.
In the first quarter of 20021,the estimated operating income is 70-75 million yuan, up by 4%- 1 1%, and the net profit is 20-22 million yuan, up by 10%-2 1%.
Has it become dull, but there is a rule that the sales of all medical beauty cosmetics companies fluctuate seasonally, 4 2 3 1, 6 18 in the second quarter and 18 in the fourth quarter.
In the dismantling income, Chuangfukang collagen dressing (medical beauty mask) accounts for 5 1.22%, and Chuangermei collagen multi-effect repair mask accounts for 22.22%. Together, the two masks account for 73.44%, and the product structure is too simple.
Collagen products (medical devices+biological skin care products) accounted for 86% of the income. The concept of medical beauty is pure, but not strong. Please count the shortcomings.
Again, choice is more important than hard work. Hyaluronic acid (HA) is the best moisturizing substance found in nature at present, and its water-carrying capacity exceeds 500 times. Using the fermentation synthesis method of engineering bacteria, the composition of HA can be completely consistent with the human body, and it can be stored at room temperature with a validity period of up to 2 years, which can effectively promote the repair of damaged tissues, and is widely used in the fields of acne, eczema, dermatitis, laser surgery, medical skin care and so on. Collagen can strongly lock up 30 times of water, and its extraction is mainly from animals. Even the "human-like collagen" is slightly different from the natural protein of human body and needs to be preserved at low temperature. It can only be stored for 6 months at the longest, and its application field is relatively limited. It can be seen that the commercial value of collagen is lower than hyaluronic acid, the track is congenitally insufficient, and the market space may be eroded.
In the patch medical skin repair dressing market, Furjia is too strong, but it is not weak, and it has cultivated a large number of fans by using the e-commerce model, and the online channel market share is high, and the road to creating happiness is long. Among the treasures whose sales volume of patch mask is top 100, there are 28 brands whose sales volume exceeds 100 million yuan. Chuangermei's share in the small market is very small, and it may be gone after a wave.
Chuanger Bio has launched collagen skin care products, stock solution, hydrating spray, essence milk, eye cream and acne products, but they have not been delivered yet. Every sketch is surrounded by wolves, and the sound of biting has always been there. The competition of functional skin care products is the competition of marketing mode to a certain extent. The high efficiency of the internet requires higher response speed, and Chuanger has no advantage and its competitors are too strong.
It is difficult for Chuanger to copy the path of Huaxi Bio, and it may fail in functional skin care products, but it will not hurt the bones.
Look at the world. It's not that bleak.
The application of collagen medical devices in traditional clinical medicine is relatively mature. The main products have experienced long-term market tests, and the market share is relatively stable, which has broad application prospects in tissue engineering and regenerative medicine.
Creator II has moved towards a broader space, starting from the fields of skin tissue regeneration and repair, sports medicine injury repair, plastic surgery, oral cavity repair, ophthalmology repair and so on, which are mostly in the category of pan-medical beauty.
Precision medicine adds imagination space, and Chuanger Bio develops forward-looking medical technology around gene editing technology for AIDS /HIV treatment, thalassemia treatment, cancer gene therapy and Duchenne muscular dystrophy gene therapy.
Can you do that?