Group 1 - The core viewpoint of the article highlights the financial status and operational structure of Opcon Vision, including significant share pledges and revenue breakdowns for 2024 [1] - As of the announcement date, Nanjing Outo has pledged approximately 68.3 million shares, accounting for 67.98% of its total holdings [1] - The projected revenue composition for Opcon Vision in 2024 is as follows: 56.18% from the rigid contact lens industry, 20.04% from the medical sector, 19.47% from other optometry and professional services, and 4.31% from non-optometry and other services [1] - The current market capitalization of Opcon Vision is 15.3 billion yuan [1]

证券代码：300595 证券简称：欧普康视 公告编号：2025-090 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和解除质押的公告 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"）的通知，获悉其 将持有公司股份 600 万股质押给华龙证券股份有限公司，并将前期质押给华龙证 券股份有限公司的 475 万股解除质押。现将具体情况公告如下： 一、股东股份质押及解除质押的基本情况 注：本公告中所涉数据的尾数差异或不符系四舍五入所致。 2、股份解除质押基本情况 3、股份累计被质押的情况 截至本公告披露日，南京欧陶所持质押股份累计情况如下： | 已质押股份 | 未质押股份 | 情况 | 情况 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Market Overview - The medical device sector experienced a slight decline of 0.13% on November 11, with Danaher Biomedical leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Top Performers - Anxu Bio (688075) saw a closing price of 42.54, with an increase of 4.39% and a trading volume of 23,700 [1] - Nanwei Medical (688029) closed at 86.17, up 3.89% with a trading volume of 31,700 [1] - Yirui Technology (688301) closed at 109.90, increasing by 2.65% with a trading volume of 22,000 [1] Underperformers - Danaher Biomedical (920009) closed at 77.69, down 4.91% with a trading volume of 16,300 [2] - Ruimait (301367) closed at 86.41, down 4.32% with a trading volume of 18,600 [2] - Tianchen Medical (688013) closed at 52.68, down 3.59% with a trading volume of 26,900 [2] Capital Flow - The medical device sector saw a net outflow of 642 million yuan from institutional investors, while retail investors contributed a net inflow of 463 million yuan [2][3] - The top net inflows from retail investors were observed in Nanwei Medical (688029) with 46.22 million yuan, and Tianchen Medical (688013) with 24.78 million yuan [3]

Group 1 - The company, Opcon Vision, stated on November 4 that as of October 31, 2025, the total number of shareholders is expected to reach 62,120 households [2]

证券代码：300595 证券简称：欧普康视 公告编号：2025-089 欧普康视科技股份有限公司 2025 年半年度权益分派实施公告 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"）2025 年半年度权益分派 方案已获 2025 年 9 月 9 日召开的 2025 年第二次临时股东大会审议通过，现将权 益分派事宜公告如下： 一、股东大会审议通过利润分配方案等情况 1、公司2025年第二次临时股东大会审议通过的2025年半年度利润分配方案 为：以公司现有总股本896,152,386股为基数，向全体股东每10股派发现金红利 人民币0.56元（含税），合计派发现金红利50,184,533.62元，剩余未分配利润 结转以后年度，本次利润不送红股，不以公积金转增股本。 若在本次利润分配方案实施前，公司股本发生变动，公司将以未来实施利润 分配方案的股权登记日的总股本为基数，按照分配比例不变的原则对分配总额进 行调整。 2、自分配方案披露至实施期间公司回购专用账户的股数为0股且未发生变 化。 3、自分配方案披露至实施期间，公司股本 ...

Core Insights - The increasing prevalence of myopia among Chinese youth has led to a rise in the use of orthokeratology lenses (OK lenses), which in turn drives the demand for lens care solutions [1][10] - The market for orthokeratology lens care solutions is projected to reach a consumption population of 2.7943 million by 2024, with a year-on-year growth of 10.46% [1][10] - The total demand for orthokeratology lens care solutions in China is expected to reach 52.6437 million liters, with a market size of 5.758 billion yuan in 2024 [1][11] Industry Overview - Orthokeratology lenses are classified as Class III medical devices by the National Medical Products Administration of China, designed to temporarily reshape the cornea and are effective in controlling myopia progression [2][4] - The care solutions for these lenses are essential for cleaning, disinfecting, and maintaining a safe storage environment, ensuring user comfort and safety [2][3] Market Demand and Supply - The demand for orthokeratology lens care solutions is segmented into three categories: lubricating solutions (38.43%), care solutions (24.89%), and cleaning solutions (36.68%) [1][11] - The largest sales channel for these care solutions is hospitals, accounting for 69.5% of sales, with public hospitals at 35.5% and private hospitals at 34.0% [7] Development Background - The industry has evolved significantly since 1992, when Bausch & Lomb established a production line in Shanghai, marking the beginning of the domestic lens care solution market [4][5] - The introduction of domestic brands in 2003, such as Haichang, has increased competition and reduced reliance on imported products [4] Competitive Landscape - The market has traditionally been dominated by foreign brands like Bausch & Lomb and Mylacon, but domestic brands such as Oupai Kangshi and Aibonuode are gaining market share due to competitive pricing and distribution strategies [11][12] - Oupai Kangshi reported a revenue of 871 million yuan in the first half of 2025, with care products contributing 12.58% of total revenue [13] - Aibonuode achieved a revenue of 787 million yuan in the same period, with a gross profit margin of 65.25% [13] Future Trends - The future of orthokeratology lens care solutions will likely include enhanced formulations with beneficial ingredients like Vitamin B and sodium hyaluronate to improve comfort and moisture retention [14] - Customization of products for specific user needs, such as preservative-free solutions for sensitive eyes, is expected to become more prevalent [14]

Core Points - The company OPPLE Optoelectronics (300595) reported that as of October 20, 2025, the total number of shareholders is 61,016 [1]

Core Insights - The best-performing fund managed by fund manager Luo Shifeng is the Nord Cycle Strategy Mixed Fund (570008), which achieved a quarterly net value increase of 52.47% by the end of Q3 2025 [1] Fund Performance Summary - The Nord Value Advantage Mixed Fund (570001) has a total fund size of 24.81 billion, with an annualized return of 7.58% and a Q3 2025 increase of 44.93%, with its top holding being Sungrow Power [2] - The Nord Cycle Strategy Mixed Fund (570008) has a fund size of 9.26 billion, an annualized return of 15.18%, and a Q3 2025 increase of 52.47%, with its top holding being NewEase [2] - The Nord Value Discovery - Annual Holding Mixed Fund (012150) has a fund size of 5.39 billion, with a negative annualized return of -0.97% and a Q3 2025 increase of 26.73%, with its top holding also being Sungrow Power [2] Stock Trading Cases - Notable stock trading cases managed by Luo Shifeng include: - Sungrow Power: Bought in Q3 2020 and sold in Q1 2021, with an estimated return of 300.71% and a company performance growth of 25.15% during the holding period [3] - Longi Green Energy: Held from Q1 2018 to Q2 2023, with an estimated return of 231.97% and a company performance growth of 488.96% [3] - Midea Group: Held from Q2 2016 to Q4 2017, with an estimated return of 136.18% and a company performance growth of 51.35% [3] Underperforming Stock Cases - Underperforming stock cases include: - Opcon Vision: Bought in Q3 2021 and sold in Q1 2024, with an estimated return of -76.32% despite a company performance growth of 40.04% [4] - Tongce Medical: Held from Q3 2021 to Q2 2023, with an estimated return of -63.37% and a company performance growth of 2.37% [4] - Sanan Optoelectronics: Held from Q4 2017 to Q2 2019, with an estimated return of -51.40% [4]

Financial Performance - In Q3 2025, the new generation of orthokeratology lenses accounted for 4.23% of total hard lens revenue for the first three quarters, increasing to 9.68% in Q3, indicating continuous growth [2] - The overall gross margin for hard lenses decreased by 0.23% year-on-year for the first three quarters and by 0.56% in Q3 [5] - The revenue from scleral lenses represented 1.21% of hard lens income in the first three quarters, slightly increasing to 1.22% in Q3 [3] Product Development and Market Strategy - The company is focusing on the development and promotion of new and specialty products to gain competitive advantages in the hard lens market [2] - The company has launched a range of soft contact lenses, including daily and monthly disposable colored lenses, with production quality reaching 85% [4] - The company plans to create a product matrix for myopia control, including orthokeratology lenses, multifocal soft lenses, and composite frame lenses [4] Sales and Marketing - The company has seen an 8.42% year-on-year increase in revenue from optical service centers, which now account for 57.4% of total revenue, up from 53.01% in the previous year [8] - The company is implementing a pricing strategy that balances competitiveness and brand value, avoiding price wars while promoting affordable options [7] - The company has developed a range of eye care products, including eye wash and nebulization solutions, to expand its product offerings [5] Research and Development - The company is actively developing a variety of products, including new lens types, pharmaceuticals, and eye health products, with several in clinical trials [9] - The company has registered new products such as low-concentration atropine and other eye drops targeting myopia and presbyopia [6] - The company is also exploring smart glasses in collaboration with technology partners, focusing initially on audio-enabled models [7]

证券代码：300595 证券简称：欧普康视 公告编号：2025-088 欧普康视科技股份有限公司 关于2021年和2023年限制性股票激励计划部分限制性股票 回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 欧普康视科技股份有限公司（以下简称"公司"）本次回购注销的限制性 股份合计为 863,263 股，占本次回购注销前总股本 896,152,386 股的 0.0963%， 共涉及激励对象 126 人，公司就本次限制性股票回购注销事项支付的回购资金 总额为 16,985,175.66 元。 1、本次回购注销《欧普康视科技股份有限公司 2021 年限制性股票激励计 划》（以下简称"《2021 年限制性股票激励计划》"）已获授但尚未解除限售 的限制性股票合计 337,977 股，占回购前总股本 896,152,386 股的 0.0377%，涉 及激励对象 42 人，合计支付回购金额为 9,261,895.60 元，其中（1）首次授予 部分涉及 37 名激励对象的 264,752 股，回购价格为 30.087 元/股，支付回购金 额 7 ...