证券日报网讯 欧普康视8月27日在互动平台回答投资者提问时表示，公司原为硬性接触镜研发生产企 业，在这个领域始终保持领先。阿托品为药品，药品企业率先开发是正常的，公司是在非药品企业中较 早涉入阿托品滴眼液开发的企业。 （编辑 王雪儿） ...

Core Viewpoint - The company, Opcon Vision, announced a cautious approach towards expanding its optical service terminals due to the current weakness in high-end consumer healthcare, focusing instead on sustainable growth potential in existing larger-scale optical service institutions [1] Group 1: Company Expansion Plans - By the first half of 2025, the company plans to increase its controlled optical terminals by 30, bringing the total to over 520 [1] - The company will also add 2 hospitals, resulting in a total of approximately 30 hospitals [1] Group 2: Investment Strategy - The company is shifting its investment focus from small optical service terminals to larger optical service institutions that already have significant business scale and sustainable growth potential [1] - The controlled subsidiaries are adopting a similarly cautious stance regarding new optical terminal establishments, emphasizing the need for substantial feasibility before implementation [1]

人民财讯8月25日电，欧普康视（300595）在8月25日召开的在线会议上表示，DK185角膜塑形镜推广情 况良好，用户普遍认可，新品占比正逐步扩大。从总部接收的订单看，6月份为产品上市的第一个月， 片量占比约为0.6%，目前新品片量占比已达到7%。 ...

证券代码：300595 证券简称：欧普康视 欧普康视科技股份有限公司 2025 年 8 月 25 日投资者关系活动记录表 编号：2025-005 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑在线会议 参与单位人 员情况 1、东吴证券、中信证券、中信建投证券、东北证券、国盛证券、民生证 券等研究所相关工作人员。 2、安信基金、东证资管、国海证券、野村证券、瑞银证券、中国北方工 业等 42 家机构和个人投资者，合计 52 位参会者。（排名不分先后） 时 间 2025 年 8 月 25 日（周一）10:00-11:00 地 点 线上会议 上市公司参 会人员 创始人、董事长兼总经理 陶悦群博士 董事、副总经理兼董事会秘书 施贤梅女士 董事、财务总监 卫立治先生 投资者关系 活动交流主 要内容介绍 一、2025 年半年度经营情况分析 财务总监卫立治先生对公司 2025 年半年度经营情况和主要财务指标 进行分析。 二、投资者交流问答 Q1:新一代角塑产品推广情况？巩膜镜推广情况？角塑镜全年展望？ A：（1）DK185 角膜塑形镜推广情况良好，用户普 ...

证券日报网讯欧普康视8月25日在互动平台回答投资者提问时表示，截至2025年8月20日，公司股东总人 数为64080户。 （文章来源：证券日报） ...

Summary of Key Points Core Viewpoint - On August 25, a total of 6 listed companies experienced the lifting of restrictions on their shares, with a total market value of approximately 3.883 billion yuan being unlocked [1]. Group 1: Companies and Share Unlocking Details - Zhongke Jincai (Stock Code: 002657) had 1.2562 million shares released from equity incentive restrictions [1]. - Oupokangshi (Stock Code: 300595) had 525,300 shares released from equity incentive restrictions [1]. - United Chemical (Stock Code: 301209) had 55.5 million shares released from pre-issue restrictions [1]. - Xuantai Pharmaceutical (Stock Code: 688247) had 31.1 million shares released [1]. - Diaowe (Stock Code: 688381) had 800,000 shares released [1]. - Tailin Micro (Stock Code: 688591) had 240,000 shares released [1].

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, primarily due to insufficient consumer spending [1] Financial Performance - Revenue for 1H25 was 870 million yuan, a year-on-year decrease of 1.42% - Net profit attributable to shareholders was 250 million yuan, down 29.97%, with diluted earnings per share at 0.28 yuan - Non-recurring net profit was 216 million yuan, a decline of 23.60%, slightly below expectations due to overall weak consumer sentiment [1] Product Segment Performance - The growth in product segments was slightly below expectations, with hopes for recovery in 2H25 - Rigid contact lenses generated 360 million yuan in revenue, down 4.58% year-on-year, affected by overall consumer sentiment and increased market share of lower-priced myopia prevention products - Care products revenue was 110 million yuan, down 6.89%, due to promotional activities impacting sales - Revenue from ordinary frames and other optical products and services was 190 million yuan, up 16.18%, driven by increased income from functional frames and non-medical technical services - Medical services revenue was 170 million yuan, down 9.20%, due to decreased income from medical institutions, including the cessation of atropine sales at the headquarters hospital since the second half of 2024 [2] Service Development and New Products - The medical service segment continues to develop, with the company promoting a community-based professional optical service system, establishing over 490 optical service terminals by the end of 2024 - The revenue from controlled optical terminals exceeded half of the company's total business revenue, although growth is currently under pressure due to the overall market conditions for OK lenses - The company launched new generation contact lenses using high oxygen permeability materials, which are expected to contribute to revenue growth - The acquisition of Jiangsu Duozhi aims to enter the colored contact lens market, leveraging its strong sales channels [3] Profitability and Margin Analysis - The gross margin for core business in 1H25 was 34.2%, down 6.9 percentage points year-on-year - The net profit margin attributable to shareholders was 28.7%, down 11.7 percentage points year-on-year - The non-recurring net profit margin was 24.8%, down 7.2 percentage points year-on-year - The significant decline in net profit is attributed to lower gross margins from newly consolidated subsidiaries and a notable increase in selling and administrative expenses [3] Earnings Forecast and Valuation - The company has adjusted its EPS forecasts for 2025 and 2026 down by 12.3% and 8.9% to 0.61 yuan and 0.68 yuan, respectively - The current stock price corresponds to a P/E ratio of 31.6 for 2025 and 28.6 for 2026 - The target price is maintained at 19.2 yuan, corresponding to a P/E of 31.3 for 2025 and 28.4 for 2026, which is in line with the current stock price [4]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, indicating challenges in the high-end consumer market and increased competition in its core business [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 871 million yuan, a decrease of 1.42% year-on-year, and a net profit attributable to shareholders of 250 million yuan, down 22.93% [1]. - For Q2 2025, the company reported revenue of 392 million yuan, a decline of 6.27%, and a net profit of 90 million yuan, down 31.74% [1]. Business Segment Analysis - Corneal reshaping lenses generated revenue of 356 million yuan, down 4.58% due to weak high-end consumption and increased competition [2]. - Medical services revenue was 173 million yuan, a decrease of 9.20%, primarily due to a decline in income from consolidated medical institutions [2]. - Nursing products revenue was 109 million yuan, down 6.89%, attributed to promotional activities affecting total sales [2]. - Non-optometry revenue increased by 14.90% to 40 million yuan [2]. - Revenue from other optical products, including frame glasses, rose by 16.18% to 187 million yuan, driven by increased sales of functional frame glasses and non-medical technical services [2]. Product Development - The company is expanding its product line with the launch of the "DreamVision SL" scleral contact lens and new generation corneal reshaping lenses (DV185 and AP185), which are expected to enhance market competitiveness [3]. - The new lens materials, OVCTEK200, have a leading oxygen permeability coefficient, positioning the company favorably in the market [3]. - Additional new products launched include eye care lamps, self-produced lutein, saline solutions for contact lenses, and mist sprays [3]. Profit Forecast and Investment Rating - Due to the ongoing challenges in the high-end consumer market, the company's net profit forecasts for 2025-2027 have been revised downwards to 603 million, 681 million, and 730 million yuan, respectively [3]. - The corresponding price-to-earnings ratios are projected to be 29, 25, and 24 times based on the current market value [3]. - Despite the challenges, the continuous expansion of the product line is expected to support a return to stable growth, maintaining a "buy" rating [3].

据证券之星公开数据整理，近期欧普康视(300595)发布2025年中报。根据财报显示，欧普康视净利润同 比下降22.93%。截至本报告期末，公司营业总收入8.71亿元，同比下降1.42%，归母净利润2.5亿元，同 比下降22.93%。按单季度数据看，第二季度营业总收入3.92亿元，同比下降6.27%，第二季度归母净利 润8971.9万元，同比下降31.74%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率73.16%，同比减0.83%，净利率31.69%， 同比减21.65%，销售费用、管理费用、财务费用总计3.11亿元，三费占营收比35.72%，同比增20.76%， 每股净资产5.29元，同比增6.33%，每股经营性现金流0.35元，同比减3.63%，每股收益0.28元，同比减 23.2% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 8.83亿 | 8.71亿 | -1.42% | | 归母净利润(元) | 3.24Z | 2.5亿 | -22.93% | | 扣非净利润(元) | 2.83亿 | ...

Group 1 - The core viewpoint of the article is that Opcon Vision (300595.SZ) has seen an increase in institutional and foreign investment in its A-shares as of August 22, 2025, with a total of 1.78 billion shares held by nine institutional investors, representing 19.86% of the total share capital [1] - The institutional investors include notable entities such as Nanjing Outo Information Technology Co., Ltd., and various funds from major banks, with the overall institutional holding percentage increasing by 0.32 percentage points compared to the previous quarter [1] - Among public funds, three funds increased their holdings, including Southern CSI 500 ETF, Huabao CSI Medical ETF, and E Fund ChiNext ETF, with an increase in holding percentage of 0.19% [1] Group 2 - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings, contributing to a rise of 0.18% in foreign investment [1]