The truth learned from paper is not profound, and now the circle of analysts is becoming more and more popular. After Haitong International analysts dismantled BYD and CITIC analysts took apart Tesla, some analysts in the medical and beauty industry were also rumored to be published for cosmetic surgery.

In fact, this may be an own dragon. The content of the analyst's moments suspected of cosmetic surgery was released in June, but so far he has not released an in-depth report on the medical and beauty industry.

Returning to the medical beauty itself, the A-share medical beauty plate has been active recently, with obvious capital inflows and obvious increases in a number of individual stocks. Today, most medical and American stocks in the Hong Kong stock market are also stronger. Analysts are optimistic about the recovery of consumer demand in the industry after the epidemic.

To get plastic surgery for the research paper?

On July 20, a screenshot of the analyst experience medical beauty project in moments, posted by Liu Jiaren, chief retail officer of Societe Generale Securities, was widely circulated on social platforms on June 26.

An old moments has suddenly attracted attention, mainly because analysts have been searching for news of dismantling cars recently. Onlookers also wrote a lot of jokes about "everything is detachable" on social platforms, such as real estate researchers demolishing buildings, aviation analysts dismantling airplanes, medical researchers dismantling drugs, and so on.

The specific contents released by the above moments are as follows: "taking advantage of Hangzhou research and overhaul, 1, Shuiguang replenishing water and brightening, 2, bony material plasticity, 3, botulism beating neck dilator + magic plastic to improve chin line, 4, catgut lifting (in a few days)." He also said, "it really excites me when the familiar doctor tells the counselor why you are so old." Can only retaliate consumption.

Liu Jiaren is a high-yielding gold medal analyst, and medical beauty is one of his research plates.

A total of 25 research reports or industry weekly reports co-authored by Liu Jiaren were published in May and June, and three have been published since July, according to the Wind research report database. However, no in-depth research report or personal experience report on the medical and beauty industry has been released.

Subsequently, the media refuted the rumor that the analyst was investigating the recovery after the epidemic in medical institutions, and that the personal experience behavior invited by medical institutions had nothing to do with cosmetic surgery, let alone the research output related to this experience.

The medical and beauty industry is quietly picking up.

Returning to the medical and beauty industry itself, most stocks fell continuously between the second half of last year and the first half of this year, but the recent recovery trend is obvious. The Wind Healthcare Index has quietly risen by more than 17% since May. It rose for three consecutive trading days from July 18 to 20, with a cumulative increase of 6.73%.

In terms of individual stocks, Huaxi biology, the "first share of hyaluronic acid", rose more than 12% on July 20, while Longzi shares of cross-border medical beauty rose more than 26% in the past four trading days.

Money is also flowing heavily into the medical sector. According to wind statistics, the average daily turnover of the medical and American sector in the past five trading days exceeded 10 billion yuan. Among the five trading days, four trading days showed a net inflow of main funds, with a total net inflow of more than 3 billion yuan.

Judging from the industry-wide data, Meimei is very resilient. According to Frost & Sullivan, China's medical beauty market reached 189.1 billion yuan in 2021, an increase of 22% over the same period last year. Among them, the domestic market scale of hyaluronic acid skin fillers and medical botulinum toxin is about 6.4 billion yuan and 4.6 billion yuan respectively, an increase of 25% and 28% respectively over the same period last year.

In his research report, Liu Jiaren shared the medium-term strategic point of view of the medical sector:At the end of Q2, focus on the investment opportunities of the rebound in offline medical and beauty consumption after the epidemic; Q3 focus on the promotion progress of three recycled products; in mid-late September, focus on the shipments of upstream medical and beauty manufacturers in the peak season; and throughout the second half of the year, focus on the progress of unregulated production in the Shuaguang market and the increase in the market share of compliant products.

It is the common view of many analysts to pay attention to the rebound of medical and beauty consumption after the epidemic. As the epidemic is brought under control, the demand of the medical beauty and cosmetics industry will be gradually released. Among them, the beauty industry has recovered ahead of schedule. Driven by the 618 event this year, domestic cosmetics retail sales increased by 8.1% in June compared with the same period last year, showing an obvious inflection point.

This year is the year of compliance development of the medical and beauty industry.CITIC analysts believe that the medical and beauty industry is in the early stage of development, there is much room for improvement in penetration, and with the strengthening of regulation, the compliance market will accelerate the replacement of the non-compliance market. In the second half of the year, cosmetics and medical beauty will enter the peak consumption season and are still expected to be the areas with the highest growth rate in optional consumption.

According to the Huaxin Securities Research report, China's light medical beauty market is expected to reach 120.7 billion yuan in 2022, an increase of 23.5% over the same period last year. China's light medical beauty injection market will reach 124 billion yuan in 2026, with a five-year compound growth rate of 15.3%. In 2027, China's recombinant collagen market is expected to reach 108.3 billion yuan, and the permeability is expected to increase to 62.3%.