新氧与艾维岚“对线”内情:上下游的定价权之争

华尔街见闻
Jun 17

作为“互联网医美第一股”的新氧(SY.O),正在向线下机构转型。 自2023年5月开出第一家线下自营的医美机构后,2年时间里新氧累计已经拥有23家自营医美机构,覆盖全国9个城市。 2025年一季度,新氧的医美连锁业务营收为0.99亿元,同比增长了超5倍。管理层预计该业务第二季度收入将在1.2亿元至1.4亿元之间。 尽管线下业务发展得“如火如荼”,但新氧与上游医美材料公司之间的矛盾却日益白热化。 ...

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