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单季度重新提速?爱美客:全年业绩基本实现目标

Accelerating again in a single quarter? Aimeike: Annual results have basically achieved the target

cls.cn ·  Jan 5 23:46

① Aimeike released its 2023 performance forecast on the 5th. The growth rate of Q4 net profit to mother increased year-on-year and month-on-month. ② Aimeike said that the company's annual performance has basically achieved its goals.

Financial Services Association, January 5 (Reporter He Fan) On the evening of January 5, Aimeike (300896.SZ) announced its 2023 performance forecast. The company's net profit to the mother will increase by up to 50% in 2023. According to the Financial Services Association reporter's calculation, the company's Q4 net profit growth rate is increasing, whether year-on-year or month-on-month.

According to the performance forecast, Ameke's net profit for 2023 was 1.81 billion yuan to 1.9 billion yuan, an increase of 43% to 50% over the previous year.

Aimeike told the Financial Federation reporter that although judging from the year-on-year situation, the year-on-year growth rate fluctuated between quarters, the company's annual performance had basically achieved its target.

Regarding the reason why profits remain at a high level, Aimeike stated in the announcement that the company actively pays attention to market changes, provides high-quality services to downstream medical and aesthetic institutions on the academic side and on the operational side, better meets the needs of beauty seekers, and enhances the depth of cooperation with customers. At the same time, through the distribution model, the number of institutions covered by the company's products is further expanded, and the breadth of cooperation with customers is enhanced. On the product side, the company's Hi-Body products continue to increase market penetration; the number of institutions covered by the company's Wet White Angel products and sales scale continue to increase.

It is worth noting that this time, the company forecasted the net profit for 2023, and the operating income situation has not yet been announced.

Based on this performance forecast, according to the Financial Association reporter's calculation, the Q4 Company is expected to achieve net profit of 392 million yuan to 482 million yuan in 2023, an increase of 41.52%-74.01% over the previous year. The net profit growth rate of this return is increasing both year-on-year and month-on-month.

In response to this performance forecast, Lin Ying, CEO of Chengdu Meituo Technology, said in an interview with a reporter from the Financial Association that 2023 will be a year of light medical and aesthetic explosions. The development is very good. As an upstream manufacturer, Aimeike has achieved such good results.

A Financial Services Association reporter noticed that previously, Aimeike's stock price plummeted due to a slowdown in Q3 performance growth in 2023.

According to the three-quarter report, although both revenue and net profit increased in Q3, the performance growth rate slowed significantly compared to the previous two quarters. The year-on-year growth rate of net profit to mother fell to 13.27% from 51.17% and 76.53% in Q1 and Q2. The day after the release of the financial report, the company's stock price fell 12.16%.

Furthermore, at the business level, as hyaluronic acid tracks become increasingly crowded, Aimeike is also trying to find a way to “break the circle” and choose to enter the field of optoelectronic devices. On November 8, 2023, the company announced that it has signed a “Distribution Agreement” with Korea's Jeisys Medical Inc. (hereinafter referred to as “Jeisys”). The agreement covers two optoelectronic instruments. The agreement will take effect from the date the authorized representatives of both parties are formally signed, and the validity period will continue until 10 years after the product is approved by the regulatory approval.

According to the agreement, Jeisys authorized Aimeike to be responsible for the promotion, distribution, sales and related services of its Density and LinearZ medical aesthetic treatment equipment and supporting consumables in mainland China, while Aimeike obtained exclusive rights for these products within the region and became an exclusive distributor in mainland China.

Through this collaboration with a Korean company, Aimeike has successfully introduced two non-invasive anti-aging devices for the skin, and plans to register and commercialize them domestically.

The translation is provided by third-party software.


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