Zhitong Financial APP learned that "Yangkang", who have got rid of fever, soreness and cough, are immersed in the joy of turning negative, but some people are "bald" as it is. The topic of "doctors say that more than 30% Yangkang may face the risk of hair loss" rushed to Weibo Corp's hot search. at a time, the topic of "Yangkang" hair loss fermented rapidly, and sales of anti-hair loss products soared in many online platforms. According to agency estimates, the market size of the domestic hair medical service industry will reach 23.4 billion yuan in 2021, will grow at a compound annual growth rate of 21.8% from 2021 to 2030, and will reach 138.1 billion yuan by 2030. At present, for the hair market, anti-hair products and curing care shampoo have a relatively broad market. Related targets: Zhendong Pharmaceutical (300158.SZ), Kangyuan Pharmaceutical (600557.SH), Yisheng Pharmaceutical (002566.SZ), Sansheng Pharmaceutical (01530), Lafang Jiahua (603630.SH), 000615.SZ.
According to related research, hair loss is indeed one of the complications after infection. From the clinical data,About 31.3% of the people in Yangkang had resting hair loss.More than 100 hair are lost every day, of which 73% are women. Many netizens complain that this makes the poor head even worse!
According to the data in the NATURE MEDICINE of Natural Medicine, an authoritative British journal:About 25% of the new Guanyangkang will experience hair loss, which is four times higher than those who are not infected with COVID-19.The main type of hair loss caused by COVID-19 was determined to be resting / stress alopecia. This is temporary hair loss caused by emotional or physical stress, illness (high fever, etc.) and excessive weight loss.
He Wanyi, a senior analyst in the medical industry at the head Leopard Research Institute, said that the growth of hair follicles is cyclical and will go through a period of growth and rest. "Yangkang" 's hair loss is more due to the loss of hair caused by the decline of body function, which leads to more hair loss. According to existing research, "Yangkang" hair loss will not cause permanent hair loss, after the gradual recovery of body function, hair loss will be reduced.
In fact, there are not a small number of people with hair loss anxiety in China, and the age of hair loss tends to be younger. According to the survey data of the "White Paper on healthy consumption of hair among Urban people 2022" released a few days ago, more than 50 percent of people suffer from hair loss, 52 percent have hair loss after 00, and 14 percent have scalp "worry" awareness before the age of 20.The market size of domestic hair medical service industry will reach 23.4 billion yuan in 2021, will grow at a compound annual growth rate of 21.8% from 2021 to 2030, and will reach 138.1 billion yuan by 2030.。
In recent years, the public has become more aware of the problem of hair loss and paid more attention to the health of the scalp. On Douyin, short videos on topics related to hair loss, hair loss and baldness have been viewed 260 million times, 910 million times and 2.37 billion times, respectively. After a long hot search on the topic of hair loss, sales of anti-hair loss products have soared on several online platforms.
In the opinion of he WanyiAt present, for the hair market, anti-hair loss products and curing care shampoo have a relatively broad market, and are more favored by consumers, and have broad market prospects in the future.。
According to data from the State Drug Administration, minoxidil products produced by eight domestic enterprises have been approved, including gel, spray, tincture and liniment.
Among them, "Mandi" of Zhejiang Wansheng Pharmaceutical, a subsidiary of Sansheng Pharmaceutical, is the first over-the-counter hair loss drug listed in mainland China, ranking first among the best-selling Tmall hair lotion, with monthly sales of more than 30, 000 pieces in the official flagship store. Zhendong Pharmaceutical's hair product Da Feixin sells more than 10, 000 pieces a month at its official Tmall flagship store. Minoxidil tincture of Kangyuan Pharmaceutical Co., Ltd. is an anti-hair loss imitation drug being developed and registered by the company, while Yisheng Pharmaceutical Co., Ltd. says that the company has quasi-brand products, fat-removing hair tablets and compound ginseng resorcinol liniment, which are used to treat hair growth and hair loss. In hair care, Tongrentang, Yunnan Baiyao, Lafang Jiahua, Shanghai Jiahua and so on have layout.
In addition, hair transplant medical service is another core business of the hair medical service industry. Guoxin Securities believes that under the background of sustained development of hair economy, hair medical institutions are the core channel to undertake consumption, and in the future, under the background of beautiful and healthy consumption upgrading, it is expected to benefit from the resonance of penetration and customer unit price. and through strengthening their own brand strength and operational efficiency to achieve rapid expansion to increase market share, and pull up the overall profit level. In terms of investment opportunities, it is recommended to pay attention to institutions with high brand awareness and excellent chain operation, including Yonghe Medical, a hair transplant specialist, and medical and beauty institutions that carry out hair transplant business, such as Longzi shares, Medical thinking Health, Aesthetic Medical International and so on.
Related concept stocks:
Zhendong Pharmaceutical (300158.SZ): minoxidil liniment (trade name "Da Feixin"), a raw hair product, sells more than 10, 000 pieces a month at its official flagship store in Tmall.
Kangyuan Pharmaceutical (600557.SH): once said in Interactive Yi, minoxidil tincture is an anti-hair loss imitation pharmaceutical that the company is developing and registering.
Yisheng Pharmaceutical Co., Ltd. (002566.SZ): the company claims to have quasi-brand products for hair growth and hair loss, fat-removing and hair-engendering tablets and compound ginseng resorcinol liniment.
Sansheng Pharmaceutical (01530): minoxidil tincture (trade name "Mandy") of Zhejiang Wansheng Pharmaceutical Co., Ltd. is the first over-the-counter hair loss drug listed in mainland China, ranking first on the best-selling list of Tmall hair lotion, with monthly sales of more than 30, 000 in the official flagship store. and in Alibaba Health Information Technology pharmacy related Zhituo hair set monthly sales of more than 40, 000.
Lafang Jiahua (603630.SH): at present, the company's "Meadows" and "Lafang" have anti-take-off products in sales, and the company continues to research and develop anti-take-off products.
000615.SZ: in response to questions from investors, the company said that its core department at Liantianmei Hospital includes hair transplants.