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華東醫藥關於收購Viora交流紀要及解讀
uSMART盈立智投 02-11 16:26

總結:

1.公司宣佈全資子公司Sinclair收購能量源型醫美器械公司Viora 100%股權,本次交易是2021年公司收購西班牙High Tech股權後在醫美能量源設備領域的又一次全球化戰略性佈局。完成後,公司醫美業務不僅實現了能量源醫美器械產品種類全佈局,也將藉助Viora積累的渠道資源拓展美國市場;

2.Viora公司業務產品針對女性面部和身體護理,主要聚焦於抗衰老、身體及面部塑形等領域,目前國內醫美行業除了常見的面部“輕醫美”,身體部位的醫美市場也具有廣闊的需求空間;

3.Viora公司近5年業務快速增長,在美國市場積累的良好的品牌聲譽、完善的市場服務人員配備、完備的營銷管理體系及廣泛的市場資源,亦將成爲Sinclair EBD業務進一步拓展美國市場的有效切入點。同時公司已根據Viora現有產品初步制定了在中國的市場策略,後市可期;

Q&A:

Q:國內上市設備產品的推廣策略?酷雪的銷售團隊情況?今後公司在醫美器械收購佈局?業務線有側重的方向嗎?

我們在海外的項目儲備還挺多的,如果後續還有合適得也會繼續洽談。關於reation,第一個優勢是我們有證,viora 的 reation 有兩個團隊,都是經驗豐富且擁有中國背景的人。之前是別人在運營,現在我們收回運營權自己來做,我們在歐洲市場已經有了成熟的市場經驗,知道怎麼賣,我們自信也可以在中國市場做的好。

Q:產品接下來在中國的上市時間有計劃表和優先級嗎?

REATION 之前因爲交給別人做,做的不大,現在華東收購了以後會改變更適合中國的策略,我們會根據申請情況來安排上市時間,生美類的產品上市進度會更快。

Q:收購 viora 之後的整合情況?產品在海外銷售情況以及中國的新進入者情況?

目前所有整合在按計劃進行,我們在21年先對有協同效應的整合,比如法務營銷等,在 sinclair 直營的地區擴大了銷售團隊。整合業務目前符合預期。

我們的產品沒有很多重合,hightech主要專注與脫毛以及減脂,viora 主要專注與塑形, 產品互補且客戶也可以交叉銷售。

Q:未來在營銷上是整體做還是分團隊做?光電板塊希望通過直營做還是經銷做?

少女針是直營,酷雪上市以後是單獨做,我們會根據生活美容跟醫學美容來劃分。我們整個團隊的情況,營銷人員已經接近 100人,全年計劃擴張到150~200人,會有專業的醫生培訓,並且有嚴格的培訓,需要過了纔可以做少女針的銷售。今年我們會更着重在線上的平臺。我們致力與行業的發展而不單是自己的進步。

 

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