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 ...

RSM 容诚 模拟财务报表审计报告 宿迁市尚悦启程医院管理有限公司 容诚审字[2025]230Z1821 号 容诚会计师事务所 (特殊普通合伙) 中国 ·北京 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行查 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行查 。" and and the same of the subseries of the ener com 目 录 | 序号 | 内 容 | 页码 | | --- | --- | --- | | 1 | 审计报告 | 1-3 | | 2 | 模拟合并资产负债表 | 4 | | 3 | 模拟合并利润表 | 5 | | 4 | 模拟合并现金流量表 | 6 | | 5 | 模拟母公司资产负债表 | 7 | | 6 | 模拟母公司利润表 | 8 | | 7 | 模拟母公司现金流量表 | 9 | | 8 | 模拟财务报表附注 | 10-74 | 审计报告 容诚审字[2025]230Z1821 号 宿迁市尚悦启程医院管理有限公司全体股东: 一、审计意 ...

二○二五年五月二十三日 本报告依据中国资产评估准则编制 欧普康视科技股份有限公司拟收购宿迁市尚悦启程医院管理有限公司 75%股权涉及的股东部分权益价值 资产评估报告 苏华评报字[2025]第275号 （共1册，第1册） 江苏华信资产评估有限公司 | 报告编码: | 3232020009202500452 | | --- | --- | | 合同编号: | 2025-275 | | 报告类型: | 法定评估业务资产评估报告 | | 报告文号: | 苏华评报字[2025]第275号 | | 报告名称: | 欧普康视科技股份有限公司拟收购宿迁市尚悦启程医院管理有限 公司75%股权涉及的股东部分权益价值 | | 评估结论: | 340.834.500.00元 | | 评估报告日 : | 2025年05月23日 | | 评估机构名称: | 江苏华信资产评估有限公司 | | 签名人员: | 吕交托 (资产评估师) 正式会员 编号: 32210111 | | | (资产评估师) 见习会员 编号:32240110 徐桂琦 | | | 吕交托、徐桂琦已实名认可 | | 声明 1 | | --- | | 资产评估报告摘要 3 | ...

国元证券股份有限公司关于 欧普康视科技股份有限公司变更部分募集资金用途并用于 收购宿迁市尚悦启程医院管理有限公司 75%股权的 核查意见 国元证券股份有限公司（以下简称"国元证券"或"保荐机构"）作为欧普 康视科技股份有限公司（以下简称"欧普康视"或"公司"）向特定对象发行股 票的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业 板股票上市规则》《上市公司募集资金监管规则》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》等有关规定，对欧普康视变更 部分募集资金用途事项进行了核查，核查情况如下： 一、变更募集资金投资项目的概述 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会《关于同意欧普康视科技股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2021〕3405 号）核准，公司于 2022 年 6 月向特定对象发行人民币普通股（A 股）42,594,826.00 股，每股发行价为人民 币 35.29 元，应募集资金总额为人民币 150,317.14 万元，根据有关规定扣除发 行费用人民币 910.25 万元（不含税）后，实际募集资金金额为人民币 ...