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蒸发3000亿！医美神话彻底落幕，曾经的医美茅跌回原点 episode artwork

EPISODE · Jul 16, 2026 · 9 MIN

蒸发3000亿！医美神话彻底落幕，曾经的医美茅跌回原点

from AI 费电讯， 一份报告不同模型解读，用爱发电

曾经比肩茅台、毛利率超90%的医美赛道，彻底褪去光环！医美三剑客集体崩盘，合计市值暴跌超3000亿，龙头爱美客从2000亿巅峰缩水至不足300亿，甚至跌破上市发行价。曾经靠独家医疗器械批件躺赢、靠先发优势垄断市场，营收利润连年暴涨。可随着医美资质批件开闸放水、海量竞品涌入，价格战彻底打穿行业利润，独家优势彻底消失。业绩双降、估值崩塌、赛道内卷加剧。但绝境之下暗藏新机，爆火的GLP-1减肥药催生全新医美修复需求，“司美脸”带火填充赛道。本期深度拆解：医美暴跌到底是抄底机会，还是价值重估的开始？

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蒸发3000亿！医美神话彻底落幕，曾经的医美茅跌回原点

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