Core Viewpoint - The company anticipates growth driven by the increasing vision problems among the elderly and youth populations, as well as the expanding optical market [1] Group 1: Market Trends - The aging population in China is leading to a rise in vision health issues among middle-aged and elderly individuals, with their needs for health and lifestyle increasing [1] - The overall myopia rate among children and adolescents in China reached 52.7% in 2023, with specific rates of 35.6% for elementary school students, 71.1% for middle school students, and 80.5% for high school students [1] - The government has included myopia prevention and control in its performance assessment, which is expected to boost demand for vision correction products [1] Group 2: Financial Performance - In 2024, the company's revenue is projected to be approximately 1.203 billion yuan, reflecting a year-on-year increase of 2.29% [1] - The net profit attributable to shareholders is expected to be around 104 million yuan, representing a year-on-year decrease of 19.08% [1] Group 3: Brand Development - The company is cultivating its own brands, with a total of 13 self-owned frame brands and 4 self-owned lens brands as of now [2] - In 2024, self-owned lens sales accounted for 58.65% of total lens sales, while self-owned frame sales made up 65.40% of total frame sales [2] Group 4: Product Performance - Functional lens sales constituted 35.32% of total lens sales in 2024, showing a year-on-year growth of 33.87% [2] - Sales of progressive lenses for adults increased by 7.28%, while sales of defocus lenses grew by 19.05%, and fatigue-relief lenses surged by 66.72% [2]

Group 1: Future Growth Drivers - The main drivers for future profit growth are the increasing vision problems among the elderly and children, with a focus on the aging population and the rising myopia rates among youth [2][3] - As of 2023, the overall myopia rate among children and adolescents in China is 52.7%, with rates of 35.6% for elementary school students, 71.1% for middle school students, and 80.5% for high school students [2][3] Group 2: Financial Performance - For the fiscal year 2024, the company achieved a revenue of 1,202.82 million yuan, representing a year-on-year growth of 2.29% [5] - The net profit attributable to shareholders was 103.63 million yuan, reflecting a decrease of 19.08% compared to the previous year [5] Group 3: Market Outlook - The global eyewear market is projected to grow from 104.08 billion USD in 2024 to 131.34 billion USD by 2029, with a compound annual growth rate (CAGR) of 4.8% [6] - The Chinese eyewear retail market is expected to expand from approximately 97.86 billion yuan in 2024 to 116.29 billion yuan by 2029, with an estimated CAGR of 3.5% [6] Group 4: Store Expansion and Brand Development - As of December 31, 2024, the company operates 557 stores, including 510 direct-operated and 47 traditional franchise stores [7] - In 2024, the company opened 78 new stores and closed 36, resulting in a net increase of 42 stores [7] - The company has developed 13 proprietary eyewear brands and 4 lens brands, with proprietary lens sales accounting for 58.65% of total lens sales and proprietary frame sales accounting for 65.40% of total frame sales in 2024 [7] Group 5: Smart Glasses Initiative - The company is actively integrating smart technology into its offerings, establishing partnerships with leading smart eyewear brands and enhancing in-store experiences with dedicated smart eyewear sections [4] - A joint venture with Thunder Innovation was established to co-develop smart eyewear products, with the first product launched on January 7, 2025 [4]

Retail Sector Activity - The retail sector showed significant activity with Maoye Commercial (600828) hitting the daily limit and achieving five consecutive trading limits [1][4] - Other notable stocks in the retail sector included Cuiwei Co. (603123) and Laisen Tongling (603900), both reaching the daily limit, while Zhongxing Commercial (000715) and Hongqi Chain (002697) also saw substantial gains [4] Economic Indicators - In the first quarter, China's total retail sales of consumer goods reached 12.47 trillion yuan, marking a year-on-year growth of 4.6%, which is an acceleration of 1.1 percentage points compared to the previous year [6] - March alone saw a growth rate of 5.9% in retail sales [6] AI Glasses Concept - The AI glasses concept opened strong with Yingtong Communications (002861) hitting the daily limit, while Deep Konka A surged over 8% [7] Computing Power Leasing Concept - The computing power leasing concept gained momentum with Changshan Beiming (000158), Chaoxun Communication (603322), and Hongbo Co. (002229) all reaching the daily limit, and Yitian Intelligent (300911) rising over 10% [8] Real Estate Sector Movement - The real estate sector experienced a surge with Zhonghua Enterprise (600675) and Yuehongyuan A both hitting the daily limit, while Huayuan Real Estate (600743) and Xinhuangpu (600638) increased by over 7% [9] Banking Sector Decline - The banking sector faced declines, with Huaxia Bank dropping over 8%, and major banks like China Construction Bank, Beijing Bank, and others falling by more than 2% [10] Manufacturing PMI - China's manufacturing purchasing managers' index (PMI) for April was reported at 49%, a decrease of 1.5 percentage points from the previous month, indicating a contraction in the manufacturing sector [11] - High-tech manufacturing PMI stood at 51.5%, indicating continued expansion in that sector [11] - The service sector maintained expansion with a business activity index of 50.1, despite a slight decline from the previous month [11] US Automotive Tariff Developments - President Trump signed an announcement to provide compensation for tariffs on imported auto parts, allowing up to 3.75% of the retail price for compensation, which will decrease to 2.5% in the second year [12] - This move reflects ongoing pressure on the government regarding its tariff policies [12]

A股零售板块走强，茂业商业涨停，华远地产涨超7%，华致酒行、万辰集团、居然智家、博士眼镜、 友好集团跟涨。 ...

Group 1 - The A-share AI glasses sector is experiencing active trading, with significant price movements observed in several companies [1] - Yingtong Communications has reached the daily limit increase, indicating strong investor interest [1] - Weida Optoelectronics and Doctor Glasses have both risen over 6%, reflecting positive market sentiment [1] Group 2 - Other companies such as Jiahe Intelligent, Thunder Technology, Huilun Crystal, and Mingyue Lenses are also seeing upward trends, suggesting a broader rally in the sector [1]

Group 1 - The AI glasses sector opened high, with Yingtong Communications (002861) hitting the daily limit up at the opening [1] - Deep Kangjia A rose over 8%, while Doctor Glasses (300622), Jiahe Intelligent (300793), and Huilun Crystal (300460) also opened high [1] - The market is focusing on leading companies in the sector, suggesting that investors should consider buying index ETFs to capitalize on the rebound [1]

证券代码：300622 证券简称：博士眼镜 公告编号：2025-034 博士眼镜连锁股份有限公司 关于使用部分闲置自有资金购买理财产品的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 博士眼镜连锁股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开 了第五届董事会第十二次会议和第五届监事会第十一次会议，审议通过了《关于 使用部分闲置自有资金购买理财产品的议案》，同意在不影响公司正常经营和充 分控制资金风险的情况下，公司使用不超过人民币 35,000 万元（含本数）的闲 置自有资金购买安全性高、流动性好的低风险理财产品，期限自董事会审议通过 之日起不超过 12 个月。在上述额度和期限范围内，资金可循环滚动使用。董事 会授权公司经营管理层在额度范围内行使相关决策权、签署相关合同文件，具体 事项由公司财务部负责组织实施。该议案无需提交公司股东大会审议。 现将具体情况公告如下： 一、本次使用部分闲置自有资金购买理财产品的基本情况 （一）投资目的 为提高公司资金使用效率、合理利用闲置自有资金，在不影响公司正常经营 的前提下，使用部分闲置自有资金购 ...

证券代码：300622 证券简称：博士眼镜 公告编号：2025-035 博士眼镜连锁股份有限公司 关于公司董事辞职暨补选非独立董事及战略委员会委员 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、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事辞职的情况 特此公告。 博士眼镜连锁股份有限公司 董事会 二〇二五年四月二十五日 博士眼镜连锁股份有限公司（以下简称"公司"）董事会于近日收到董事夏 伟奇先生的辞职报告，夏伟奇先生因个人原因，向公司董事会申请辞去董事及战 略委员会委员职务，辞任后不再担任公司任何职务。 根据《公司法》及《公司章程》的相关规定，夏伟奇先生的辞职将不会导致 公司董事会成员低于法定人数，不会影响公司正常经营。夏伟奇先生的辞职报告 自送达公司董事会之日起生效，夏伟奇作为公司第五届董事会非独立董事、战略 委员会委员原定任期至第五届董事会任期届满之日止。 截至本公告披露日，夏伟奇先生未持有公司股票，不存在应当履行而未履行 的承诺事项。公司董事会对夏伟奇先生在任职期间为公司发展付出的努力和作出 的贡献表示衷心感谢！ 二、补选非独立董事及战略委员会委员的情况 公司于 2025 年 4 ...

证券代码：300622 证券简称：博士眼镜 公告编号：2025-036 博士眼镜连锁股份有限公司 关于调整公司组织架构的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 博士眼镜连锁股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开 第五届董事会第十二次会议，审议通过了《关于调整公司组织架构的议案》。 根据公司战略布局及经营发展的需要，为进一步完善公司治理结构，提升运 营效率和管理水平，提高公司业务拓展能力，董事会同意对公司现有组织架构进 行调整。 董事会 二〇二五年四月二十五日 1 附件：公司组织架构图 本次组织架构调整是对公司内部管理机构的调整，不会对公司生产经营活动 产生重大影响。调整后的公司组织架构图详见附件。 特此公告。 博士眼镜连锁股份有限公司 | 生效日期 | | | --- | --- | | 制定 | 人力资源部 | | 审核 | | | 批准 | | 2 ...

1、股东大会届次：2024 年度股东大会 2、股东大会的召集人：第五届董事会 证券代码：300622 证券简称：博士眼镜 公告编号：2025-037 博士眼镜连锁股份有限公司 关于召开公司 2024 年度股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 根据博士眼镜连锁股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日 在公司会议室召开的第五届董事会第十二次会议决议，公司定于 2025 年 5 月 19 日下午 14:30 召开 2024 年度股东大会（以下简称"本次会议"），现将本次会议 相关事项公告如下： 一、召开会议的基本情况 3、会议召开的合法、合规性：本次会议召开符合有关法律、行政法规、部 门规章、规范性文件和《公司章程》的相关规定。 4、会议召开的日期、时间： 现场会议时间：2025 年 5 月 19 日（星期一）下午 14:30 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 5 月 19 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易 所互 ...