Hot search!148 yuan mask cost is only 10 yuan

On the evening of September 19,

#148 A box of Shiner Jiajia Mask cost is only 10 yuan#

The entry rushes to the hot search first

It is the Internet celebrity brand, and its star products "black film" and "white film" swept the entire network. The Tmall flagship store shows that the price of the two products of the two products above is 199 yuan and 148 yuan, respectively.

The cost price of the above products is around 10 yuan. When responding to the inquiry letter of the Shenzhen Stock Exchange, Yaerjia said that from January 2018 to February 2021, Terja purchased the finished products and sold it outside the Harbin Sanlian.

During the period from January to February 2021, the purchase unit price of the application of the presidential medical dressing was 9.12 yuan/box and 9.80 yuan/box, respectively; the purchase unit price of the mask was 10.17 yuan and 9.99 yuan, respectively.

It is worth noting that on September 8th, the Shenzhen Stock Exchange's GEM issuance and listing audit information showed that Harbin Yajia Technology Co., Ltd. successfully passed the Municipal Party Committee meeting.

"Net Red" Yajia Growth Book

From the establishment to the market share first, it took only three years to apply it.

The prospectus shows that Harbin Terja Technology Co., Ltd. was established in 2017.

From January 2018 to February 2021, Yaerjia's main business products were obtained through external procurement of finished products. Among them, Harbin Sanlian was its largest supplier. In February 2021, the company completed the production of cosmetics and medical device production business by acquiring Beixing Pharmaceutical, and completed the vertical integration of the industrial chain.

After the reorganization is completed, Yaerjia has become a company that develops, produces and sells professional skin care products. Currently, products cover medical device dressing products and functional skin care products. , Essence and lotion, spray, frozen dried powder and other forms.

According to data of Fhstri Liva, in 2020, the sales of Shierjia patch products are the number one professional skin care product market with a market share of 21.3%; The market proportion of the products of the product is 25.9% /16.6%, respectively, and the market ranking is first /second.

At the same time, the company's repurchase rate in Tmall has also risen. The re -acquisition rate in 2019/2020/2021 is 32.17% /33.83% /36.64%.

As of December 31, 2021, Yaerjia has 24 medical dressing stickers and stickers, membranes (including coating masks) products; 6 spray products; 14 water, essence and emulsion products; 1 frozen dry powder product ; 2 gel products; 2 cleansing products. If the regulatory system and regulations followed, the four products are medical equipment categories, and 45 products are cosmetics categories.

Continue sprinting "Medical dressing first shares"

Just after September 7

In September 2021, Yaerjia submitted a listing of the listing to GEM for a prospectus. After more than 3 months, the IPO review status was changed to "suspending".

But Yajia did not stop the sprint. After experiencing multiple updates of the prospectus and the second round of the Shenzhen Stock Exchange, Yaerjia finally succeeded: September 8th, the star "black film" and "white film" products swept the entire network through the Shenzhen Communication The science and technology version of the Municipal Party Committee meeting.

The GEM Listed Commission announced that "Harbin Yajia Technology Co., Ltd. (starting) meets the issuance conditions, listing conditions and information disclosure requirements." According to the listing process, after adopting the Shanghai Municipal Party Committee, Yaerjia still needs to complete the preparations for submitting registration.

148 A box of mask cost is only 10 yuan

Bullet of Hebado

The Tmall flagship store shows that the price of "black film" and "white film" single boxes of Yaerjia.com are 199 yuan and 148 yuan, respectively.

The cost price of the above products is around 10 yuan. When responding to the inquiry letter of the Shenzhen Stock Exchange, Yaerjia said that from January 2018 to February 2021, Terja purchased the finished products and sold it outside the Harbin Sanlian.

During the period from January to February 2021, the purchase unit price of the application of the presidential medical dressing was 9.12 yuan/box and 9.80 yuan/box, respectively; the purchase unit price of the mask was 10.17 yuan and 9.99 yuan, respectively.

In this regard, netizens have different opinions. Some people think that Yaerjia is "bullying honest people", and some people think that Shierjia's products are really easy to use.

In fact, in the prospectus, Shierjia "bluntly" about her high gross profit. According to the prospectus of Terja, the gross profit margin of Terja in 2021 exceeded 80%, second only to giant creatures in the industry.

Specifically, in 2019, 2020 and 2021, the comprehensive gross profit margin of Yajiajia was 76.97%, 76.47%and 81.95%, respectively.

"In February 2021, the company's shares acquired Harbin Sanlian's cosmetics and medical equipment production business, which completed the vertical integration of the industrial chain; after the production model turned to an independent production model, the product sales cost decreased, the gross profit margin increased increased, the gross profit margin increased More than 80%. "

Medical dressing mask supervision becomes stricter

Fierce competition

The medical dressing mask track is crowded. In addition to applying it, giant creatures, Andappai, Chuanger creatures, and Betai are also the head companies of Chinese patch medical device dressing products.

Yaerjia is not the only company that is sprinting IPO. On May 5 this year, the first giant biological of the profit margin industry submitted a prospectus to the Hong Kong Stock Exchange. Regulatory supervision of medical dressings is also strict.

In January 2020, the State Drug Administration released the article "Cosmetics Science: Be alert to the Consumption of Mask Consumption". Healthcare "claims such as the proclaimed words must not contain exaggerated scope of application or other misleading and deceptive content. Therefore, there is no concept of" weapon number mask ", and medical device products cannot be used as the name of the" mask "."

In addition, "cosmetics must not be claimed to have medical effects, and their logos must not be marked with exaggerated functions, false propaganda and other content. Some mask cosmetics, claiming products as" medical skin care products "," cosmeceuticals "products, etc., which belong to clearly or imply that products have the product. The medical role is a violation of the law. "

In the prospectus, Yaerjia regards regulatory policies as "moat": "my country's industry supervision system has put forward higher requirements for qualification certification, so that the industry has a certain entry barrier. At the same time, the company's industry is affected by national industrial policy. Encouragement and support are conducive to actively promote industrial development, accelerate technology upgrades, and benefit the company in the context of national policy. "

Source: China Fund News

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