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].

Core Viewpoint - The company Oupankangshi is making a significant acquisition of 75% equity in Shangyue Qicheng for 334 million yuan, despite the target's low projected net profit of 30.58 million yuan for 2024, indicating a high valuation of 445 million yuan. This acquisition is seen as a desperate move to counteract the company's declining growth momentum and market value [1][2]. Group 1: Acquisition Details - Oupankangshi plans to invest 334 million yuan to acquire 75% of Shangyue Qicheng, with 233.73 million yuan sourced from previously raised funds and 100.17 million yuan from its own capital [1][2]. - The acquisition will result in Oupankangshi and its subsidiary holding 80% of Shangyue Qicheng, which will then be consolidated into Oupankangshi's financial statements [1][2]. - The valuation of Shangyue Qicheng reflects a significant premium, with a pre-acquisition valuation of 445.44 million yuan, representing a 753.86% increase over its book value [2]. Group 2: Financial Performance and Projections - Oupankangshi's revenue growth is projected to slow to 4.4% in 2024, with net profit expected to decline by 14.16%, marking the lowest levels in the company's history [7]. - The financial performance of Shangyue Qicheng shows projected revenues of 115 million yuan and net profits of 30.58 million yuan for 2024, with a commitment to achieve increasing net profits in subsequent years [4][7]. - The acquisition includes stringent performance targets for Shangyue Qicheng, with net profit commitments ranging from 39 million yuan to 59.2 million yuan from 2025 to 2029 [4][6]. Group 3: Strategic Context - The acquisition is part of Oupankangshi's strategy to enhance its presence in the optical sector, particularly in community-based optical services, which aligns with its dual-driven development strategy [11][14]. - The company has faced significant market challenges, including a decline in sales of its high-margin products, leading to a substantial drop in market capitalization from nearly 100 billion yuan to 13.9 billion yuan over four years [9][10]. - The funding for the acquisition largely comes from reallocating previously raised funds intended for other projects, indicating a shift in strategic priorities [10][11].

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 ...

Policy Developments - The Ministry of Finance announced measures regarding government procurement of medical devices imported from the EU, stating that for medical devices with a procurement budget of over 45 million yuan, EU companies (excluding EU-funded enterprises in China) must be excluded from participation if imported products are required [2] Drug and Device Approvals - Weikang Pharmaceutical's Anruini capsules have been submitted for market approval, intended for adult and adolescent patients with solid tumors carrying NTRK fusion genes [3] - AstraZeneca's Imfinzi (Durvalumab) has been approved in the EU for use in muscle-invasive bladder cancer (MIBC) as a neoadjuvant treatment in combination with Gemcitabine and Cisplatin, followed by monotherapy after radical cystectomy [4] Capital Markets - Micot completed a D-round financing exceeding 100 million yuan, led by Zhejiang Merchants Venture Capital, with funds aimed at core pipeline development and the establishment of a formulation industrialization base [5] - Opcon Vision announced plans to use 334 million yuan to acquire 75% of Jiangsu Shangyue Qicheng Hospital Management Co., with part of the funds originally allocated for community optical service terminal construction [6] Industry Developments - Tengsheng Bo Pharmaceutical has reached a BD licensing agreement with Health Yuan for BRII-693, with Health Yuan responsible for its development and commercialization in Greater China [8] - Sunshine Nuohong signed a technical development cooperation contract with Shanghai Lekuang Huilin Pharmaceutical Technology for the STC007 project, with a total milestone payment of 200 million yuan [7] Public Sentiment Alerts - Nengte Technology adjusted the listing price for the 100% equity transfer of its subsidiary, Ankang Shenqian Mining Co., to 114 million yuan, a 15% decrease from the previous listing price [9] Shareholder Actions - Ever Union (H.K.) Limited, a shareholder of Mindray Medical, plans to reduce its stake by up to 5 million shares, representing approximately 0.41% of the company's total share capital [10][11]

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]

Group 1 - The company plans to cancel a total of 863,263 shares from its stock incentive plans, which will reduce its registered capital from RMB 896,152,386 to RMB 895,289,123 [2][3] - The cancellation includes 337,977 shares from the 2021 stock incentive plan and 525,286 shares from the 2023 stock incentive plan [2] - The amendments to the company's articles of association will reflect this change in registered capital and total shares, with no other provisions being altered [2][3] Group 2 - The proposed changes to the registered capital and articles of association require approval from the company's shareholders' meeting [3] - The board of directors will seek authorization from the shareholders' meeting to allow management to handle the necessary business registration and documentation related to these changes [3]

金十数据7月4日讯， 欧普康视公告，拟以3.34亿元收购宿迁市尚悦启程医院管理有限公司75%股权，其 中拟使用募集资金2.34亿元，自有资金1亿元。本次收购完成后，尚悦启程将成为公司控股子公司并纳 入合并财务报表范围。 欧普康视：拟3.34亿元收购尚悦启程75%股权 ...