Optoelectronic medical aesthetics has risen strongly, and two major trends have emerged

Optoelectronic medical aesthetics is becoming a hot track for capital pursuit: Since 2021, among over 30 companies that have obtained financing in the upstream of medical aesthetics, optoelectronic medical aesthetics is one of the important capital intensive betting tracks.
As a certain track for rapid growth in the next 10 years, the field of medical beauty optoelectronic equipment has three opportunities: compliance upgrading, domestic substitution, and source innovation. It is currently in a rare market window period and is expected to give birth to giant enterprises.
Based on this background, on May 6th, at the 7th Future Medical Top 100 Conference, Arterial Network VB100 and Foremed Legend jointly held the "Optoelectronic Medical Beauty Innovation Development Forum and Medical Beauty Energy Source Equipment White Paper Release", creating a luxurious industry exchange feast.

Figure On site forum
In terms of design, this forum is both focused and fully professional.
For example, in terms of focus, the core of the forum focuses on the field of optoelectronic medical beauty equipment, and the topics shared by the guests are also closely related to this

This includes topics such as "Principles and Exploration of New Photoacoustic Skin Imaging Technologies", "New Medical Laser Technologies", "The Past and Present of Photoaging", and also explores "Challenges and Opportunities of Optoelectronic Medical Aesthetics under Domestic Replacement".

In terms of professionalism, the guest lineup is very strong, gathering Li Changhui, Vice Dean of the Department of Biomedical Engineering at Peking University, and Dr. Zhang Huanian, Professor and Founder of Lingkang Medical at Shandong University of Technology

Foremed Legend Founder Xia Yuqing, Founder and General Manager Liu Fei of Minoway, CEO and Brand Founder Zhou Shuyang of OneVision, Founder Liu Di of Gengmei, Investment Director Zhou Xinling of Huaping Investment, Partner Ma Chenglong of Zhide Law Firm

Chen Long, Managing Director of Zhouling Capital, Xue Ke, a plastic surgeon from Shanghai Ninth Hospital and a joint PhD candidate from Yale University, Yao Yuanyuan, Investment Manager of Yuanyi Capital, and other top industry experts and industry celebrities.

At the forum, Jiang Tianjiao, the director of the Eggshell Research Institute, officially released the "White Paper on Medical Beauty Energy Source Equipment" (hereinafter referred to as the "White Paper").

He stated that the white paper lasted for six months, visiting enterprises and experts extensively. It not only had a long length and high information density, but also placed special emphasis on the latest clinical and academic literature research.

Figure Jiang Tianjiao, President of Eggshell Research Institute, officially released the White Paper on Medical Beauty Energy Source Equipment

It is reported that the white paper is advised by four senior industry professionals, Xia Yuqing, Wang Guohe, Liu Fei, and Feng Qingyu. Starting from various dimensions such as demand, supply, regulation, technology, mode, and talent, it presents the industry overview in as much detail as possible, sorts out key variables of the track, as well as current challenges and future possibilities.

The white paper shows that there are two major trends emerging in the optoelectronic medical beauty industry.

Driven by strong regulation and standardization in the medical beauty industry, the integration of diagnosis and treatment is inevitable. For the medical beauty industry, the vast majority of consumers' skin problems have not reached the level of serious lesions, and skin problems are in a relatively early stage.

At the same time, this group of consumers strongly seek American hospitals and place greater emphasis on therapeutic effects. If there is no precise diagnosis as the basis, it is easy to lead to poor treatment effect, poor consumer experience, and for some projects, it will also increase operational risks.

Therefore, skin diagnosis is particularly important for the medical beauty industry and is a prerequisite for achieving effective treatment.

In addition, from the perspective of development trends, regulation is becoming stricter and policies are tightening, and the medical beauty industry is gradually moving towards serious healthcare, making the entire medical process more standardized.

As a key step connecting clinical and pathological aspects, diagnosis will become an essential part of the future medical treatment process, so the integration of diagnosis and treatment in the medical aesthetics industry is imperative.

The second is the strong empowerment of optoelectronic energy sources through the combination of pharmaceuticals and medical devices. The single business model limits the size of the optoelectronic equipment market, and business model innovation is the key to breaking through.

At present, the biggest problem with optoelectronic devices is that the commercialization scenario is too single, and can only be carried out in the only way of hospital treatment, lacking continuous management of end customers, which greatly restricts the market size.

From the current market value of listed companies, it can be found that the overall valuation of the energy source equipment industry is relatively low compared to ophthalmology and dentistry, which are both in the consumer medical field. The top overseas listed companies are less than 10 billion yuan.

For this dilemma, a full process business model can effectively broaden the ceiling of industry development scale or be the key to breaking through the situation.

The whole process mode refers to providing an integrated solution from diagnosis to treatment to post-operative repair, and at the same time, using the Internet and digital platform to guide and manage patients throughout the process, effectively expanding the application scenarios of photoelectric medical beauty.

In the new closed loop, a digital management platform is a necessary foundation, and drug combination therapy is the key to postoperative repair and terminal management.

Overall, the drug device combination model is a necessary path for future optoelectronic devices to break through the existing market value, but it is still in the early stages.

For equipment manufacturers, laying out the drug track in advance and exploring drug device combination methods can effectively build barriers to the track and bring greater imagination to the enterprise.

It can be foreseen that with the continuous popularization of light medical beauty projects represented by optoelectronic medical beauty, as well as the continuous standardization of regulatory policies, domestic compliant enterprises will usher in a favorable industry development environment in the future.