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稳健医疗(300888.SZ)：2023年全棉时代会员人数增加908万人 同比增长16%

Steady Healthcare (300888.SZ): In the 2023 Cotton Era, the number of members increased by 9.08 million, an increase of 16% year-on-year

Gelonghui Finance ·  Jan 31 19:59

Gelonghui Feb. 1 | Robust Healthcare (300888.SZ) revealed a record sheet of investor relations activities, showing that judging from the 2023 operating results, market performance is more of a trend where consumption is stratified, and consumers are becoming more and more refined. The number of members in the 2023 Cotton Era increased by 9.08 million, an increase of 16% over the previous year; the total number of high-value members spending more than 2,000 yuan a year, the member repurchase rate, and the average monthly membership consumption frequency have all increased, which can be seen as an increase in overall membership stickiness. On the other hand, due to consumer prudence, consumers' mentality to stock up weakens, and they will buy in installments, and the customer unit price will be affected in some way. In terms of urban distribution, we see that consumption growth in second-tier and third-tier cities is higher than overall, becoming the main position leading the growth of brands.

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