时代天使赴港上市,百亿估值背后的故事


时代天使是中国隐形正畸行业龙头品牌,也是首个已在中国市场十分接近全球龙头品牌隐适美市场份额的品牌。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%,时代天使和隐适美各占一半。
公司目前销售四种隐形矫治器,包括时代天使标准版、时代天使冠军版、时代天使儿童版以及COMFOS。
多元化的隐形矫治器协同公司的医学及技术服务,可使牙科医生有效治疗越来越多的、具有不同复杂程度的错颌畸形案例,以及服务越来越多不同年龄段及具有不同消费能力的患者。公司的达成案例由2018年的约77,700例增至2019年的约120,100例,并进一步增至2020年的约137,600例。
根据灼识咨询报告,作为全球第二大市场的中国整体隐形矫治市场,其零售销售收入预期将由2020年的15亿美元增至2030年的119亿美元,复合年增长率为23.1%。此外,以零售销售收入计,中国的隐形矫治市场在整个正畸市场中的市场份额从2015年的6.9%增到2020年的19.0%,预计到2030年将达到40.3%。
我们关注公司的理由:
1、颜值焦虑催生正畸需求;
2、隐形正畸渗透率不断提升;
3、隐形正畸龙头已形成品牌效应。
时代天使,想要了解更多关于它的信息,就来新股直播间吧!
直播亮点:
1.为什么一定是隐形牙套?
2.公司是如何形成正反馈商业模式的?
3.国产隐适美值得认购吗?
直播时间:
2021/6/7(周一)16:00-17:00
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