证券代码：300595 证券简称：欧普康视 公告编号：2025-056 欧普康视科技股份有限公司 关于持股5%以上股东部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 欧普康视科技股份有限公司（以下简称"公司"）于近日收到公司持股 5% 以上股东南京欧陶信息科技有限公司（以下简称"南京欧陶"）通知，获悉其将 持有公司股份 270 万股在中信建投证券股份有限公司办理了质押。现将具体情况 公告如下： 一、股东股份质押的基本情况 | | 是否为控 | | 占其 | 占公 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股股东或 | 本次质押数 | 所持 | 司总 | 是否 | 为补 | 质押 | 质押 | | 质押 | | 名称 | 第一大股 | 量（股） | 股份 | 股本 | 为限 | 充质 | 起始日 | 到期日 | 质权人 | 用途 | | | 东及其一 | | 比例 | 比例 | 售股 | 押 | | | ...

Group 1 - The article highlights the rising costs and pressures faced by parents regarding their children's health, particularly in managing myopia, dental issues, and height concerns [2][57] - A significant market has emerged around myopia treatment, with the overall myopia rate among children and adolescents in China reaching 52.7%, indicating that one in two children is affected [27][28] - Companies in the myopia treatment sector, such as Opcon Vision and Aier Eye Hospital, are experiencing substantial revenue growth, with Opcon Vision's revenue reaching 1.814 billion and Aier Eye Hospital's revenue at 20.983 billion [30][31] Group 2 - The orthodontics market is also booming, with companies like Times Angel and Invisalign dominating the space, capturing significant market shares and generating substantial revenues [43][44] - The article discusses the high costs associated with dental treatments, with some families spending up to 60,000 on orthodontic solutions, reflecting a growing trend in dental care for children [34][36] - The prevalence of dental issues among children is alarming, with a reported 67.82% incidence of malocclusion, leading to increased demand for orthodontic services [41] Group 3 - Height management is emerging as a new area of concern for parents, with the market for growth hormone treatments and related products projected to reach 8-12 billion, growing at a compound annual growth rate of over 25% [56][57] - Companies like Jinsai Pharmaceutical are leading the growth in the height management sector, with a reported revenue of 10.67 billion, indicating a strong market presence [56] - The societal pressures regarding height are reflected in the increasing willingness of parents to invest heavily in treatments, with some spending tens of thousands on growth hormone therapies [48][49]

Core Viewpoint - The company Oupankangshi has announced that its subsidiary Jiangsu Duzi Medical Technology Co., Ltd. has had its application for the medical device "soft hydrophilic contact lens" accepted by the National Medical Products Administration of China, marking a significant step towards product registration and market entry [1] Group 1 - The product is classified as a Class III medical device in China, intended for daily wear to correct refractive errors [1] - The application has been assigned the acceptance number CQZ2501262 and is currently in the registration application acceptance stage [1] - The product has undergone clinical research and usage both domestically and internationally, with good sales performance in the global market [1] Group 2 - There are already similar products available in the domestic market, indicating a competitive landscape [1] - The product must pass technical review to obtain the registration certificate before it can be produced and sold [1]

证券代码：300595 证券简称：欧普康视 公告编号：2025-055 欧普康视科技股份有限公司 关于控股子公司申报医疗器械注册证获得受理的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 欧普康视科技股份有限公司（以下简称"公司"）全资子公司欧普康视投资 有限公司的控股子公司江苏多姿医疗科技有限公司（以下简称"多姿医疗"）于 近日收到国家药品监督管理局出具的《受理通知书》（受理号：CQZ2501262）， 多姿医疗申请医疗器械产品"软性亲水接触镜"注册申请已获国家药品监督管理 局受理。情况如下： 一、申请注册产品基本情况 1、受理号：CQZ2501262 2、产品名称：软性亲水接触镜 3、注册分类：境内 III 类 三、同类医疗器械的市场状况 4、临床用途：日戴，采用光学原理矫正屈光不正 5、申请人：江苏多姿医疗科技有限公司 6、结论：根据《中华人民共和国行政许可法》第三十二条的规定，经审查， 决定予以受理。 二、产品的审批流程 1、目前所处注册审批阶段：注册申请受理。 2、后续所需审批流程：技术审评。 1、同类医疗器械在国内外的研究现状 软性亲水接触镜 ...

Core Viewpoint - The acquisition of 75% equity in Shanyang Qicheng Hospital Management Co., Ltd. for 334 million yuan by Opcon Vision reflects the company's need for business transformation and new growth opportunities amid declining performance in its core OK lens market [1][2]. Financial Performance - In 2024, Opcon Vision reported revenue of 1.814 billion yuan, a year-on-year increase of 4.4%, while net profit attributable to shareholders was 572 million yuan, down 14.16% [1]. - For Q1 2025, the company achieved revenue of 478 million yuan, a 2.95% increase year-on-year, but net profit fell by 16.93% to 160 million yuan [1]. - The sales revenue from hard contact lenses, primarily OK lenses, was 760 million yuan in 2024, representing a decline of 6.73% [1][9]. Strategic Acquisition - The acquisition of Shanyang Qicheng, established in May 2024, is seen as a strategic move to extend into the downstream medical services sector, aiming to create a complete industry chain from products to services [2][3]. - The assessed value of Shanyang Qicheng's equity is 454 million yuan, with a significant appreciation of 771.49% over its book net assets [3]. Funding and Investment Concerns - The acquisition funding of 334 million yuan primarily comes from the company's 2022 private placement, originally intended for community eye care service terminal construction, which has seen only 10% of the planned investment completed by the end of 2024 [4]. - The slow progress of the original project raises concerns about the efficiency of fund utilization [4]. Market Position and Strategy - The acquisition is expected to help Opcon Vision consolidate and expand its market share in the Southwest region, reducing reliance on the highly competitive East China market [5]. - The business structure of Shanyang Qicheng includes approximately 40% of refractive surgery and 14% related to OK lenses, aligning well with Opcon Vision's existing product line [5][10]. Performance Guarantees - The acquisition includes a 10-year performance commitment, with net profit targets set for 2025-2029, requiring significant growth compared to 2024's net profit of 30.58 million yuan [6]. - The long-term performance commitments reflect the company's high expectations for the acquisition while implementing strict risk control measures [6]. Industry Trends - The youth myopia prevention market in China is undergoing significant changes, with a reported overall myopia rate of 52.7% among children and adolescents [7]. - The competitive landscape for OK lenses has intensified, with over 20 registered products leading to price competition and a shift towards alternative solutions like defocus glasses [9][10]. Long-term Outlook - The demand for professional vision health services is expected to grow, driven by the "Healthy China" strategy and increasing health awareness among parents [11].

Core Viewpoint - The company, Opcon Vision, is attempting to regain its market position in the corneal reshaping lens (OK lens) sector through the acquisition of a controlling stake in Shangyue Qicheng Hospital Management Co., Ltd for 334 million yuan, funded partly by redirected fundraising from a previous project that has seen slow progress [2][3][4]. Group 1: Acquisition Details - The acquisition involves purchasing 75% of Shangyue Qicheng, which has a valuation of 445 million yuan, representing a significant premium of over 7 times its book value [4]. - Shangyue Qicheng's core asset is the fully-owned subsidiary, Xingcheng Eye Hospital, which focuses on vision correction and related services, with approximately 40% of its business in refractive medical services and 14% related to OK lens [3][4]. - The acquisition is expected to enhance Opcon Vision's service density and market competitiveness, leveraging synergies between medical and optical services [3]. Group 2: Financial Performance and Market Challenges - Opcon Vision reported a revenue of 1.814 billion yuan in 2024, a modest growth of 4.4%, but a decline in net profit by 14.16% to 572 million yuan, marking the worst performance in recent years [7]. - The decline in sales of OK lenses, which generated 760 million yuan in revenue, is attributed to high-end consumer fatigue, competition from alternative products, and an overall increase in market competition [7][9]. - The market for OK lenses is becoming increasingly competitive, with over 20 companies now registered to produce these products, leading to a significant drop in profit margins [9][10]. Group 3: Strategic Outlook - The company aims to implement a dual strategy of "full optical products + all-age optical services" to drive growth, while being cautious about new site openings due to current market conditions [8][10]. - Future plans include evaluating potential acquisition targets in the optical service sector to support both organic growth and external expansion [10].

一场"自救式豪赌"正撕开昔日"OK镜一哥"的失速焦虑。 欧普康视（300595.SZ）近日宣布拟斥资3.34亿元拿下尚悦启程75%股权，标的2024年净利润仅3058万元，对应估值却高达4.45亿元。更值得警惕的是，收购 资金中2.34亿元来自于募投项目的腾挪——原计划投入10.76亿元的"社区化眼视光服务终端建设项目"，截至去年底投资进度仅10.01%。 根据公告，欧普康视拟以33,390.00万元收购尚悦启程75%股权，其中拟投入募集资金23,373.00万元，自有资金10,017.00万元。本次收购完成后公司与公司全 资子公司欧普康视投资有限公司（以下简称"欧普康视投资"）合计持有尚悦启程80%股权，尚悦启程将成为公司控股子公司，纳入公司合并报表范围。 尽管本次并购不构成关联交易，但并购标的与欧普康视之间并非毫无关联。早在2024年10月，根据宿迁尚悦的股东会决议及股权转让协议，彭磊将其持有的 宿迁尚悦5%股权（计150.00万元出资额）以1,650.00万元的价格转让给欧普康视投资。 本次收购标的尚悦启程为一家控股平台公司，其主要核心资产为星程眼科。资料显示，尚悦启程成立于2024年5月15日，通过全 ...

Core Viewpoint - The company, Opcon Vision, plans to acquire a 75% stake in Suqian Shangyue Qicheng Hospital Management Co., Ltd. for 334 million yuan, utilizing 234 million yuan from fundraising and 100 million yuan from its own funds [1][2]. Group 1: Acquisition Details - The 234 million yuan in fundraising comes from a community-based optical service terminal construction project, which has a total planned investment of 1.076 billion yuan, of which only 108 million yuan has been used so far, leaving approximately 968 million yuan [2]. - The acquisition is seen as a strategic move to enhance the company's sales network and reduce reliance on third-party channels, as the project has been slow and initially focused only on clinics, not hospitals [2][3]. - The target company has a diversified business layout, including eye hospitals and clinics, and has two hospitals under its subsidiary, Xingcheng Eye Hospital [3]. Group 2: Financial Implications - The acquisition involves a high premium, indicating that the company is paying for the target's future profitability, market position, and intangible assets rather than just its tangible assets [3]. - The target company's equity value is assessed at 454 million yuan, with a significant increase of 402 million yuan, representing a 771.49% appreciation [3]. - The company has set performance targets for the target company, requiring net profits to increase significantly over the next five years, with the first year needing a growth of 27.51% [4]. Group 3: Market Context - The company's revenue growth has slowed down significantly from 2020 to 2024, with net profits experiencing negative growth in 2024 [6][8]. - The market for OK lenses has become increasingly competitive, with a growing number of registered brands and a shift in consumer behavior towards more affordable options like defocus glasses [9][14]. - The company aims to expand its market presence in the Southwest region, where the target company is located, to mitigate risks associated with its heavy reliance on the East China market [9][11]. Group 4: Strategic Adjustments - The company is adjusting its strategy in response to the challenges posed by centralized procurement policies affecting OK lenses, which have pressured profit margins [12]. - The company has introduced defocus glasses to tap into the growing market, indicating a shift in product offerings to adapt to changing consumer preferences [15].

欧普康视科技股份有限公司 关于换发医疗器械生产许可证的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：300595 证券简称：欧普康视 公告编号：2025-054 欧普康视科技股份有限公司（以下简称"公司"）于近日收到安徽省药品监 督管理局换发的《医疗器械生产许可证》（许可证编号：皖药监械生产许 20150064 号），本次为医疗器械生产许可的延续。具体情况如下： 一、《医疗器械生产许可证》基本情况 1、许可证编号：皖药监械生产许 20150064 号 8、许可期限：自 2025 年 07 月 24 日至 2030 年 07 月 23 日 9、发证部门：安徽省药品监督管理局 10、发证时间：2025 年 07 月 03 日 二、对公司的影响及风险提示 2、统一社会信用代码：91340100723323559X 3、企业名称：欧普康视科技股份有限公司 4、法定代表人/企业负责人：陶悦群 5、住所：合肥市高新区望江西路 4899 号 6、生产地址：合肥市高新区望江西路 4899 号；合肥市高新区望江西路 4899 号 3#楼 2 层；合肥市高新区望 ...

Group 1 - The company held its 16th meeting of the 4th Supervisory Board on July 3, 2025, with all three supervisors participating in the voting [1][2] - The Supervisory Board approved a resolution to change part of the raised funds for the acquisition of 75% equity in Suqian Shangyue Qicheng Hospital Management Co., Ltd. with a unanimous vote [1] - The Supervisory Board believes that the change in the use of funds aligns with the company's main business and operational needs, enhancing the efficiency of fund utilization and supporting the company's development goals [1]