20230524_万联证券_医美行业2022年业绩综述报告：2022年业绩增速普遍放缓上游更具韧性_16页.pdf
Table_RightTitle|Table_Title 2022 Table_IndustryRank()Table_ReportType 2022 Table_ReportDate 2023 05 24 Table_Summary 2022 2022 2021 2022 23 22 2 2022 22 3 3 22 7 22 11 2023 2 2022 2023 5 19 2022 516 532 III Dong Bang Medical“”ACROSS X M NMPA III Table_Chart 300 Table_ReportList 2022 23Q1 Table_Authors:S0270519060001 18665372087:S0270522030002 15521202580-20%-15%-10%-5%0%5%10%15%20%美容护理 沪深300 5436 Table_Pagehead|2 16 51%III II mADM NMPA“”NMPA Huons BP 2022 2022 1“”50 2022 3 2022 10 13 8 6 2022 2022 2022 76.48 31.11%2021 68.26%2022 32.98 14.63%2021 44.14%29.51pcts 2022 19.15 91.11%/2022 19.39/24.30/7.48/4.66/1.50 33.91%/20.45%/61.45%/-7.56%/-62.50%,2022/2022 6.09/14.06/1.93 41.59%/9.25%/9.54%2021/2022 1.65/9.25-12.66%/-3.96%2022 1.2.3.4.XVDWxOqNmPrQpRpMqNpQmN8OdN8OsQpPtRsRfQoOtOiNmOnQaQqQzRuOpMmQvPoPuN Table_Pagehead|3 16$start$1.4 2.5 2.1.5 2.2.6 3.7 3.1.8 3.2.12 4.14 4.1.14 4.2.15 1 2022 2023 5 19.4 2 2022%2023 5 19.4 3.7 4 2020-2022.8 5.10 6.11 7 A.11 8 A.11 9 A.11 10 A.11 11 A.11 12.13 13.14 14.14 15.14 16.14 Table_Pagehead|4 16 1 2022 2022 22 3 3 22 7 22 11 2023 2 2022 2023 5 19 1 2022 2023 5 19 iFind 884273.TI 2 2022%2023 5 19 Wind Benchmark A-300-0.00500.001000.001500.002000.002500.000.00500.001000.001500.002000.002500.003000.003500.004000.004500.005000.00 300_ _ 688363.SH-15.24 2.94 5.49 16.93 7.14-13.01 19.01-7.97-1.71-11.31-7.54 24.31 9.02-33.31 83.19 300896.SZ-10.00 9.32 5.76 14.37 2.67 1.37 4.68-2.44-5.63-6.43 4.20 17.71 27.72-14.05 127.93 688366.SH-9.93 0.61-0.22-13.84 9.65 11.33-7.77-14.52-3.03 25.00-11.37 25.10-0.45-6.94 48.22 000963.SZ-1.40 3.16-4.05 6.94 11.94 7.74 6.60-4.04 1.86 9.80-9.11 13.05 38.90-12.78 35.66 0460.HK-3.76 19.75-2.83-15.62-11.86 11.20-4.71-9.71-14.35-4.06 18.54 9.98-9.11-17.27 93.70 1696.HK-19.33 6.49 17.33-2.03-5.88 62.43-9.02-16.26-27.45 1.71 29.87 11.16 10.81 19.16 12.88 000718.SZ-5.74-0.89 17.59-17.21 2.80-8.78 5.91-1.45-5.20 5.80 9.38-7.26-7.25-13.10 15.94 002612.SZ-11.78 7.41-4.50-0.42 18.15-6.37 22.69-13.71-15.06-4.58 13.25 19.12 9.37-14.09 65.52 000615.SZ-15.01 1.05 9.61-3.24-5.67-9.62 9.78-12.01-8.93 0.36 7.74 33.61-1.74-70.89-25.47 2138.HK-21.75-6.98 8.99 0.41 0.57-5.49-7.11-16.95-4.48-9.43 23.25 50.68-12.46-41.67 14.66 2135.HK-20.03-6.21-9.87 0.92-4.31 7.58-1.02-5.82 0.62-20.79-1.63 31.45-31.32-2.15 94.46 AIH.O 1.22 0.63-51.55 5.97 25.39 23.85-0.14-11.64-4.83-9.16-15.26-7.68-29.83-51.17-1.12 430335.NQ-25.06 6.50-13.41-4.34 4.98 8.54-5.29 23.82-20.85-21.38 40.19 68.14-24.89 2.54 20.38 SY.O-15.78-4.49-13.82-18.05-11.18-18.66-15.03 23.82-20.85-21.38 40.19 68.14-26.46 71.31 152.34 Table_Pagehead|5 16 2 2022 2022 2021 2022 2.1 2021 51.7%2022 1 Hugel Inc.(Hugel)2022 4 Revitacare“CYTOCARE 516 532”III Revitacare Cytocare Revitacare CT50 Cytocare Dong Bang Medical Co.,Ltd.“ELASTY Lumilax”NMPA ELASTY Lumilax Dong Bang Medical ACROSS CO.LTD.“”NMPA ACROSS 2 2022 8 X M Aesthe Fill“III”NMPA III 2022 4 51%Table_Pagehead|6 16 8 2022()III III II 3 2022 mADM“”mADM NMPA“”NMPA 4 Huons BioPharma Co.Ltd.2022 5 20 Huons BP Huons BP 2.2 2022 2022 2022 1“”50 4 2022 3 2022 10 13 8 6 Table_Pagehead|7 16 3 2020 2020 2021 2021 2021 2022 2022 2022 50 4 2022 2022 2022 8 6 3 2022 2022 2022 2022 76.48 31.11%2021 68.26%2022 32.98 14.63%2021 44.14%29.51pcts Table_Pagehead|8 16 4 2020-2022 iFind 3.1 2022 2022 91.11%33.91%61.45%20.45%-62.50%-7.56%2021 2021 YoY+6.26%2022 2022 33.91%19.39 12.93 23.57%6.38 65.61%2022 94.94%YoY+1.24pcts 2022 Huons BioPharma Co.,Ltd.HUTOX”HBP 2022 6.86 2.00%80.86%4.66 7.56%2022 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%-10 20 30 40 50 60 70 80 902020 2021 2022 _ _ _ _ Table_Pagehead|9 16 2022 7.48 61.45%3.08 27.90%1.51 17.73%“”2.90 205.49%2022 19.15 91.11%11.44 71.88%8.84 141.14%2022 Sinclair Ellans STAT MaiLi OxiFree“Smart Spring”Lanluma Ellans Glacial Spa 40 2023 Sinclair EMA Aesthetics Pr ime DermaFacial 2023 2022 1.50 62.50%2022 2022 1 VIOL SYLFIRM XTM 2022 3 Suisselle SA Cellbooster PHA Hugel 2022 4 20 2023 2022 3.54 YoY+20.45%Table_Pagehead|10 16 143.7 28.2%98.1 15.1%36.6 18.7%2022 1 Alma TED 2 CBD+3 B2C LMNT one 5 iFind 2022 2022 1.24pcts 94.94%65.40%YoY-0.72pcts,21.46%YoY+2.70pcts,2022 57.00%YoY+0.30pcts 2022 80.86%YoY-1.19pcts 15.12%YoY-0.55pcts 2022 75.77%YoY+10.91pcts YoY+1.04pcts 6.72%YoY-0.75pcts 2022 73.11%YoY-4.29pcts 10.72pcts 8.93%-2000200400600800100012001400160005101520253022 22 YoY%21 YoY%Table_Pagehead|11 16 6 7 A iFind iFind 8 A 9 A iFind iFind 10 A 11 A iFind iFind 0%10%20%30%40%50%60%70%80%90%100%2020 2021 20220%10%20%30%40%50%60%70%2020 2021 20220%10%20%30%40%50%60%2020 2021 20220%5%10%15%20%2020 2021 20220%2%4%6%8%10%2020 2021 20220%10%20%30%40%50%60%70%2020 2021 2022 Table_Pagehead|12 16 3.2 2022/2022 6.09/14.06/1.93 41.59%/9.25%/9.54%2021/2022 1.65/9.25-12.66%/-3.96%2022 6.09 41.59%1+N”2022 5A”2022 14.06 9.25%6.96 49.54%2022 30 6 24“2022 2022 1.93 9.54%2022 1 2022 18 2 Table_Pagehead|13 16 3(SKU)SOP 2022 9.25-3.96%5 9 JCI 3 5A 2022 22 4 12 iFind 2022 2022/2022 59.36%/40.60%,9.02/3.60pcts/2022 41.78%/49.54%/44.47%,-4.99/-2.05/-2.58pcts 2022(20)(10)010203040500.002.004.006.008.0010.0012.0014.0016.00 22 22 YoY%21 YoY%Table_Pagehead|14 16 13 14 iFind iFind 15 16 iFind iFind 4 4.1 2022 23 0%10%20%30%40%50%60%70%2020 2021 20220%5%10%15%20%25%30%35%40%45%2020 2021 20220%5%10%15%20%25%2020 2021 2022-140%-120%-100%-80%-60%-40%-20%0%20%40%2020 2021 2022 Table_Pagehead|15 16 22 2 4.2 1.2.3.4.Table_Pagehead|16 16$end$Table_InudstryRankInfo 6 10 6 10-10 6 10 Table_StockRankInfo 6 15 6 5 15 6-5 5 6 5 300 Table_RiskInfo Table_PromiseInfo Tale_ReliefInfo Table_AdressInfo 1528 28 2007 11
