西部证券则指出，继3月公司宣布收购奈瑞儿核心资产的70%股权后，8月宣布以特许经营方式将奈瑞儿剩余75家门店纳入麾下。此次收购将扩充公司新会员资产，拓宽生活保健的流量入口，大幅提升公司市占率。且公司确立收并购为集团级战略，后续公司仍会探寻美业并购机会，推动完善一站式美容和保健、医疗美容和亚健康医疗服务布局。BEAUTYFARM MED (02373) rose over 4%, reaching a new yearly high of HKD 17.88. As of the time of writing, it increased by 3.97%, priced at HKD 17.8, with a transaction amount of HKD 79.0756 million.
According to Zhitong Finance APP, BEAUTYFARM MED (02373) rose over 4%, reaching a high of 17.88 Hong Kong dollars, a new high for the year. As of the time of writing, it has increased by 3.97%, priced at 17.8 Hong Kong dollars, with a trading volume of 79.0756 million Hong Kong dollars.
In terms of news, in the first half of the year, BEAUTYFARM MED acquired a total of 150 stores of Nairuier, both direct-operated and franchised, covering the Greater Bay Area and located in major positions of shopping malls/community centers that attract foot traffic. According to Anxin International, Nairuier is based on traditional Chinese medical culture, emphasizing the Eastern beauty and health philosophy of 'timeliness, situational response, and individual needs.' The business includes beauty and health services, Medical Beauty services, and sub-health medical services, complementing the existing operations of BEAUTYFARM MED, enhancing scale efficiency.
Western Securities pointed out that after the company announced the acquisition of 70% of Nairuier's core assets in March, it announced in August that the remaining 75 Nairuier stores would be included under its franchise model. This acquisition will expand the company's new member assets, broaden access to health and wellness flow, and significantly increase the company's market share. The company has established mergers and acquisitions as a group-level Global Strategy, and will continue to explore opportunities for acquisitions in the beauty industry to enhance its layout in one-stop beauty and health, Medical Beauty, and sub-health medical services.
