证券代码：300595 证券简称：欧普康视 公告编号：2024-046 欧普康视科技股份有限公司 关于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、准确和完整，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"）于近日收到国家药品监督 管理局出具的《受理通知书》（受理号：CQZ2400686）,公司申请医疗器械产品 "角膜塑形用硬性透气接触镜"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：CQZ2400686 2、产品名称：角膜塑形用硬性透气接触镜 3、注册分类：境内 III 类 4、临床用途：本产品适用于暂时性降低近视度数 5、申请人：欧普康视科技股份有限公司 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，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。 三、同类医疗器械的市场状况 1、同类医疗器械在国内外的研究现状 角膜塑形用硬性透气接触镜，简称角膜塑形镜，国内外已临床使用多年。 2、同类医疗器械在国内外的生产、销售情况 国内 ...

[Table_StockInfo] 持有 2024年 04月 02日 （维持） 证券研究报告•2023年年报点评 当前价： 18.64元 欧普康视（300595） 医药生物 目标价： ——元（6个月） 业绩承压，静待拐点 投资要点 西南证券研究发展中心 [T ab业le绩_S总u结mm：a公ry司] 发布 2023年年报，2023年实现收入 17.4亿元（+13.9%）， [分Ta析bl师e_：Au杜th向or阳] 归母净利润 6.7亿元（+6.9%），扣非后约 5.7亿元（+2.3%）。2023年公司 执业证号：S1250520030002 第四季度实现收入 4.2亿元（+32.9%），归母净利润 1.3亿元，（+8.4%）， 电话：021-68416017 扣非后约1亿元（+5.9%）。 邮箱：duxy@swsc.com.cn  框架镜收入快速增长，角膜接触镜和护理产品平稳增长。公司2023年硬性角膜 分析师：王钰畅 接触镜收入 8.2亿元（+7.1%），其中行业销售量达到 71.5万片（+3.5%）； 执业证号：S1250524010001 护理产品收入2.6亿元（-12%）；普通框架镜及其他收入3 ...

股票简称：欧普康视 证券代码：300595 公告编号：2024-043 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及解除质押的公告 持股 5%以上的股东南京欧陶信息科技有限公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏。 | | | 3、股份累计被质押的情况 二、其他情况说明 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% 以上的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 650 万股公司股份质押给银河证券股份有限公司，并将前期质押给广发证 券股份有限公司的 559 万股解除质押。现将具体情况公告如下： 一、股东股份质押及解质押的基本情况 | | 是否为控 股股东或 | | 占其 所持 | 占公 司总 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 第一大股 | 本次质押数 | 股份 ...

根据《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》等相关规定，本次担保事项属于上市公司控股子公司为上市公司合并报 表范围内的法人提供担保，已履行子公司内部审批程序，无需提交公司董事会、 股东大会审议。 二、被担保方基本情况 1、基本情况 证券代码：300595 证券简称：欧普康视 公告编号：2024-044 欧普康视科技股份有限公司 关于控股子公司为其子公司提供担保的公告 一、担保概述 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（以下简称"欧普投资"）的控股子公司马鞍山梦戴维医疗科技有限公 司（以下简称"马鞍山梦戴维"，担保方）的控股子公司马鞍山康视眼科医院有 限公司（以下简称"马鞍山康视医院"，被担保方）拟向合作银行申请总额不超 过人民币 600 万元的授信额度，授信期限 1 年，马鞍山梦戴维同意为马鞍山康视 医院向上述合作银行申请总额不超过人民币 600 万元融资事项提供连带责任保 证担保。 | 序号 | 股东名称 | 认缴注册资本 （万元） | ...

Investment Rating - The report maintains a cautious buy rating for the company, with a target price adjusted to 20.64 yuan, down from the previous forecast of 27.30 yuan [1][2]. Core Insights - The company's performance met expectations, with a revenue of 17.37 billion yuan in 2023, reflecting a year-on-year increase of 13.89%. The net profit reached 6.67 billion yuan, up by 6.85% [1][2]. - The report highlights that the company's proactive marketing strategies have contributed to a recovery in sales growth, particularly in the fourth quarter [1][2]. - The company is expected to benefit from investments in medical equipment and optical terminals, which are anticipated to drive long-term growth [1][2]. Summary by Sections Financial Performance - In 2023, the company achieved a revenue of 17.37 billion yuan, with a net profit of 6.67 billion yuan. The fourth quarter saw a revenue of 4.21 billion yuan, marking a 33.84% increase [1][2]. - The report projects earnings per share (EPS) for 2024 and 2025 at 0.86 yuan and 1.14 yuan, respectively [1][2]. Market Position and Strategy - The company has implemented various marketing measures, including package deals and specialized lenses, to enhance sales and reduce delivery times, which have shown effective results [1][2]. - The report notes that the competitive landscape for optical products is intensifying, prompting a downward adjustment in earnings forecasts [1][2]. Future Outlook - The company is expected to maintain steady growth, supported by ongoing investments in technology and product development [1][2]. - The financial forecasts indicate a gradual increase in revenue and profit margins, with a projected revenue of 2.021 billion yuan for 2024 [2].

证券研究报告·公司点评报告·医疗器械 欧普康视（300595） 2023 年业绩点评：业绩符合预期，看好公司 2024年 04月 02日 逐步恢复 证券分析师 朱国广 增持（维持） 执业证书：S0600520070004 zhugg@dwzq.com.cn [Table_EPS] 盈利预测与估值 2022A 2023A 2024E 2025E 2026E 股价走势 营业总收入（百万元） 1,525 1,737 2,091 2,476 2,929 同比 17.78% 13.89% 20.37% 18.40% 18.30% 欧普康视 沪深300 归母净利润（百万元） 623.85 666.60 769.41 881.38 1,014.73 5% -1% 同比 12.46% 6.85% 15.42% 14.55% 15.13% -7% -13% -19% EPS-最新摊薄（元/股） 0.70 0.74 0.86 0.98 1.13 -25% -31% -37% P/E（现价&最新摊薄） 26.96 25.23 21.86 19.09 16.58 -- 44 93 %% [ [TT aab bl le e_ _T S ...

[Table_MainInfo] 公司研究/医药与健康护理/医疗保健设备与用品 证券研究报告 欧普康视（300595）公司年报点评 2024年04月01日 [Table_InvestInfo] 销售毛利率略有下降，阿托品启动三期临 投资评级 优于大市 维持 床试验 股票数据 0[4Ta月b0le1_日S收to盘ck价（In元fo）] 18.75 [Table_Summary] 52周股价波动（元） 15.20-38.49 投资要点： 总股本/流通A股（百万股） 897/668 总市值/流通市值（百万元） 16821/12530 公司2023年总营收17.37亿元（同比增长13.89%），归母净利润6.67亿元 相关研究  [《Ta硬b性le角_R膜e接p触or镜tIn 9f月o]订 单小幅增长，医疗服 （同比增长 6.85%），扣非归母净利润 5.72 亿元（同比增长 2.27%）。2023 年单 Q4总营收 4.18 亿元（同比增长 32.92%），归母净利润 1.29亿元（同 务前三季度营收同比增长超12%》2023.11.06 比增长8.39%），扣非归母净利润1.01亿元（同比增长5.86%） 《上 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [2][3] Core Views - In 2023, the company achieved a revenue of 1.737 billion RMB, representing a year-on-year growth of 13.9%, and a net profit attributable to shareholders of 667 million RMB, up by 6.9% [2] - The company has adjusted its strategies effectively, leading to marginal improvements in lens and care product sales [2] - The company is progressing steadily with its research projects, including the registration of new products and ongoing clinical trials [2] Financial Performance Summary - For 2023, the company reported a revenue of 1.737 billion RMB (+13.9% YoY) and a net profit of 667 million RMB (+6.9% YoY) [2] - In Q4 2023, the company achieved a revenue of 418 million RMB (+32.9% YoY) and a net profit of 129 million RMB (+8.4% YoY) [2] - The revenue from rigid gas permeable contact lenses was 817 million RMB (+7.1% YoY), while care products revenue decreased by 12.0% to 263 million RMB [2] - The company’s gross margin for 2023 was 74.78%, a decrease of 2.11 percentage points YoY, primarily due to the lower gross margin from newly consolidated subsidiaries [2] Future Projections - The revenue forecast for 2024-2026 has been adjusted to 2.031 billion RMB, 2.346 billion RMB, and 2.686 billion RMB, with expected growth rates of 17%, 16%, and 14% respectively [3] - The net profit forecast for the same period is adjusted to 749 million RMB, 867 million RMB, and 999 million RMB, with growth rates of 12%, 16%, and 15% respectively [3] - The earnings per share (EPS) are projected to be 0.84 RMB, 0.97 RMB, and 1.11 RMB for 2024, 2025, and 2026 respectively [3]

证券代码：300595 证券简称：欧普康视 公告编号：2024-042 审计委员会认为：公司编制《2023 年年度报告》的程序符合法律、行政法规 和中国证监会的规定，报告内容公允地反映了公司的经营状况和经营成果，报告 所披露的信息真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。 因此，审计委员会同意将《欧普康视科技股份有限公司 2023 年年度报告》 提交公司董事会审议。 （二）以 3 票赞成，0 票反对，0 票弃权《欧普康视科技股份有限公司 2023 年财务决算报告》 1 欧普康视科技股份有限公司 关于第四届董事会第八次会议相关事项的补充说明公告 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 2024 年 3 月 29 日召开 第四届董事会第八次会议。根据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司治理准则》《上市公司独立董事管理办法》及《深圳证券交易 所创业板股票上市规则》《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》等相关法律法规、规范性文件的规定，公 ...

Investment Rating - The investment rating for the company is "Buy," maintaining the previous rating of "Buy" [1]. Core Views - The company reported a revenue of 1.737 billion yuan in 2023, representing a year-on-year increase of 13.89%. The net profit attributable to the parent company was 667 million yuan, up 6.85% year-on-year, and the net profit after deducting non-recurring items was 572 million yuan, an increase of 2.27% year-on-year. In Q4 2023, the revenue reached 418 million yuan, a year-on-year increase of 32.92%, with a net profit of 129 million yuan, up 8.49% year-on-year [1]. Summary by Sections Revenue Performance - The company experienced a decline in revenue growth due to weakened consumer spending in the second half of 2023 and increased competition from products like defocused lenses. The revenue from hard lenses was 817 million yuan, a year-on-year increase of 7.06%, with a gross margin of 89.2%, down 0.42 percentage points year-on-year. In Q4 2023, the revenue from hard contact lenses was 141 million yuan, up 21.54% year-on-year [1]. Product Segments - Revenue from nursing products decreased by 12.02% year-on-year to 262 million yuan, with a gross margin of 57.33%, up 1.85 percentage points year-on-year. In Q4 2023, revenue from nursing products was 76 million yuan, down 8.97% year-on-year. Revenue from ordinary frames and other products increased significantly by 70.47% year-on-year to 345 million yuan, with Q4 revenue reaching 108 million yuan, up 120.37% year-on-year, mainly driven by sales from newly consolidated subsidiaries [1]. Terminal Growth - The company's medical services generated revenue of 302 million yuan in 2023, a year-on-year increase of 19.48%, with a gross margin of 71.32%, down 0.13 percentage points year-on-year. In Q4 2023, revenue from medical services was 87 million yuan, up 41.25% year-on-year. The number of controlled terminals increased by over 90, totaling more than 400 [1]. Channel Performance - The company's distribution business achieved revenue of 644 million yuan, a year-on-year increase of 18.24%. Direct sales to non-controlled terminals generated revenue of 245 million yuan, down 4.69% year-on-year. Total terminal revenue was 848 million yuan, up 17.22% year-on-year. In Q4, the distribution business revenue was 158 million yuan, up 36.90%, while direct sales revenue was 46 million yuan, up 14.61% [1]. Profitability - The overall gross margin for 2023 was 74.78%, down 2.11 percentage points, primarily due to the impact of consolidated subsidiaries in medical equipment and consumables sales. The management expense ratio was 6.79%, down 1.49 percentage points, while the financial expense ratio was -0.07%, up 0.39 percentage points. The net profit margin was 41.96%, down 3.71 percentage points [1]. Future Projections - The company is expected to achieve net profits attributable to the parent company of 737 million yuan, 819 million yuan, and 915 million yuan for 2024, 2025, and 2026, respectively [2].