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杜文忠
2022-06-23
这篇文章不错,转发给大家看
@价值投资为王:隐形正畸黄金坑已现!
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href=\"https://www.laohu8.com/post/197958698\" target=\"_blank\">时代天使IPO:乘医美东风,享牙科黄金赛道,上市即王者!</a>》《<a href=\"https://www.laohu8.com/post/118936918\" target=\"_blank\">拒绝内卷,眼馋时代天使的朋友可曲线救国!</a>》《<a href=\"https://www.laohu8.com/post/610406672\" target=\"_blank\">牙套VS植发,2021医美股业绩哪家强?</a>》《<a href=\"https://www.laohu8.com/post/699910644\" target=\"_blank\">背靠高瓴,曾是炙手可热的医美股,如今大跌,能否捡便宜?</a>》本文聊几个关于竞争、行业及估值方面的内容。隐形正畸本身的护城河并非牢固,在阿莱技术的核心专利到期之后,这个行业的对手越来越多。从时代天使和SmileDirectClub的崛起上也不难看出,隐形正畸产品本身不构成门槛。但是,医生资源却是稀缺的。整个隐形正畸术,需要牙套本身及其他设备进行建模,一套流程走下来,医生有较大的行为依赖,即一旦熟悉了某款产品,后续如无必要,医生没有动力更换品牌。因此,国内的口腔诊所中,一般也只是3-4家隐形正畸品牌,太多了,医生未必能适应。其中,阿莱技术因为先发优势及品牌积累,占据","listText":"隐形正畸,正宗的医美赛道,投资者曾经趋之若鹜,而大幅下跌之后,关注的人似乎已不多了。但越是冷清,股价反而充满机遇。如时代天使,近期的一波反弹,接近翻倍。而全球霸主阿莱技术(ALGN),市盈率更是低至25倍,创10年来的新低。或许,隐形正畸的黄金坑已现!关于时代天使和阿莱技术的分析,本号已发布多篇,重复内容不再赘述,虎友可以参考以下文章阅读:《<a href=\"https://www.laohu8.com/post/197958698\" target=\"_blank\">时代天使IPO:乘医美东风,享牙科黄金赛道,上市即王者!</a>》《<a href=\"https://www.laohu8.com/post/118936918\" 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target=\"_blank\">背靠高瓴,曾是炙手可热的医美股,如今大跌,能否捡便宜?</a>》本文聊几个关于竞争、行业及估值方面的内容。隐形正畸本身的护城河并非牢固,在阿莱技术的核心专利到期之后,这个行业的对手越来越多。从时代天使和SmileDirectClub的崛起上也不难看出,隐形正畸产品本身不构成门槛。但是,医生资源却是稀缺的。整个隐形正畸术,需要牙套本身及其他设备进行建模,一套流程走下来,医生有较大的行为依赖,即一旦熟悉了某款产品,后续如无必要,医生没有动力更换品牌。因此,国内的口腔诊所中,一般也只是3-4家隐形正畸品牌,太多了,医生未必能适应。其中,阿莱技术因为先发优势及品牌积累,占据","text":"隐形正畸,正宗的医美赛道,投资者曾经趋之若鹜,而大幅下跌之后,关注的人似乎已不多了。但越是冷清,股价反而充满机遇。如时代天使,近期的一波反弹,接近翻倍。而全球霸主阿莱技术(ALGN),市盈率更是低至25倍,创10年来的新低。或许,隐形正畸的黄金坑已现!关于时代天使和阿莱技术的分析,本号已发布多篇,重复内容不再赘述,虎友可以参考以下文章阅读:《时代天使IPO:乘医美东风,享牙科黄金赛道,上市即王者!》《拒绝内卷,眼馋时代天使的朋友可曲线救国!》《牙套VS植发,2021医美股业绩哪家强?》《背靠高瓴,曾是炙手可热的医美股,如今大跌,能否捡便宜?》本文聊几个关于竞争、行业及估值方面的内容。隐形正畸本身的护城河并非牢固,在阿莱技术的核心专利到期之后,这个行业的对手越来越多。从时代天使和SmileDirectClub的崛起上也不难看出,隐形正畸产品本身不构成门槛。但是,医生资源却是稀缺的。整个隐形正畸术,需要牙套本身及其他设备进行建模,一套流程走下来,医生有较大的行为依赖,即一旦熟悉了某款产品,后续如无必要,医生没有动力更换品牌。因此,国内的口腔诊所中,一般也只是3-4家隐形正畸品牌,太多了,医生未必能适应。其中,阿莱技术因为先发优势及品牌积累,占据","images":[{"img":"https://static.tigerbbs.com/e1eb7c249fe5a77081906baf7d428b47","width":"632","height":"350"},{"img":"https://static.tigerbbs.com/ae91768ee111e37da69d9891898912ac","width":"632","height":"368"},{"img":"https://static.tigerbbs.com/aadac8077f612a247669be720ad21c07","width":"632","height":"664"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683976110","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}