Core Viewpoint - The professional chain sector experienced a decline of 1.05% on September 18, with Dr. Glasses leading the drop. The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1]. Summary by Category Market Performance - The professional chain sector saw a net outflow of 185 million yuan from main funds, while retail investors contributed a net inflow of 198 million yuan [1]. - The closing prices and performance of key stocks in the professional chain sector are as follows: - Jifeng Technology: 8.64, up 1.05%, volume 227,800, turnover 198 million yuan - Huazhi Wine: 22.14, up 0.45%, volume 172,700, turnover 381 million yuan - Yanshide: 11.86, unchanged, volume 251,100, turnover 29.867 million yuan - Aiyingshi: 18.57, down 1.49%, volume 40,100, turnover 7.488 million yuan - Tianyin Holdings: 9.71, down 1.82%, volume 217,400, turnover 213 million yuan - Haiziwang: 11.45, down 2.14%, volume 394,700, turnover 458 million yuan - Dr. Glasses: 33.71, down 3.41%, volume 172,300, turnover 588 million yuan [1].

Market Overview - On September 17, the professional chain sector increased by 1.97% compared to the previous trading day, with Huazhi Wine leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Huazhi Wine (300755) closed at 22.04, with a significant increase of 12.97%, trading volume of 401,500 shares and a transaction value of 834 million [1] - Tianyin Holdings (000829) rose by 1.33% to 68.6, with a trading volume of 269,800 shares and a transaction value of 267.1 million [1] - Other notable stocks include: - Yanshide (002416) at 11.86, up 0.76% - Kidswant (301078) at 11.70, down 0.17% - Jifeng Technology (300022) at 8.55, down 0.58% - Aiyingshi (603214) at 18.85, down 0.79% - Doctor's Glasses (300622) at 34.90, down 0.99% [1] Capital Flow - The professional chain sector saw a net inflow of 82.8 million from main funds, while retail funds experienced a net outflow of 103 million [1] - Retail investors contributed a net inflow of 20.7 million [1] Individual Stock Capital Flow - Huazhi Wine had a main fund net inflow of 11 million, accounting for 13.22% of its total, while retail funds saw a net inflow of 12.99 million [2] - Tianyin Holdings experienced a main fund net inflow of 12.4 million, with retail funds showing a net outflow of 28.5 million [2] - Aiyingshi had a main fund net outflow of 843,900, while retail funds had a net inflow of 2.5 million [2] - Yanshide faced a main fund net outflow of 1.7 million, but retail funds had a net inflow of 1.2 million [2] - Jifeng Technology saw a main fund net outflow of 6.2 million, with retail funds contributing a net inflow of 4.0 million [2] - Doctor's Glasses had a main fund net outflow of 9.6 million, while retail funds saw a net inflow of 713,000 [2] - Kidswant experienced a main fund net outflow of 21.6 million, but retail funds had a net inflow of 2.9 million [2]

Market Performance - The professional chain sector increased by 2.53% on September 16, with Huazhi Wine leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Huazhi Wine (300755) closed at 19.51, up 11.17% with a trading volume of 200,600 shares and a transaction value of 372 million yuan [1] - Other notable stocks include: - Kids王 (301078) at 11.72, up 2.09% with a transaction value of 402 million yuan [1] - Tianyin Holdings (000829) at 9.76, up 1.67% with a transaction value of 188 million yuan [1] - Aiyingshi (603214) at 19.00, up 1.44% with a transaction value of 60.17 million yuan [1] - Doctor Glasses (300622) at 35.25, up 1.15% with a transaction value of 419 million yuan [1] Capital Flow Analysis - The professional chain sector saw a net inflow of 72.13 million yuan from main funds, while retail funds experienced a net outflow of 69.93 million yuan [1] - Detailed capital flow for key stocks includes: - Huazhi Wine with a net inflow of 58.70 million yuan from main funds and a net outflow of 50.19 million yuan from retail investors [2] - Tianyin Holdings with a net inflow of 23.22 million yuan from main funds and a net outflow of 19.12 million yuan from retail investors [2] - Kids王 with a net inflow of 13.66 million yuan from main funds and a net outflow of 14.69 million yuan from retail investors [2]

证券代码：300622 证券简称：博士眼镜 公告编号：2025-060 博士眼镜连锁股份有限公司 关于公司商标涉及诉讼的公告 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。 重要内容提示： 1.案件所处的诉讼阶段：行政诉讼一审阶段，尚未开庭审理。 2.上市公司所处的当事人地位：一审原告 3.涉案的金额：0 4.对上市公司产生的影响：本次判决结果不会对公司生产经营情况产生重大 不利影响。 博士眼镜连锁股份有限公司（以下简称"公司"）于近期收到北京知识产权法 院出具的《行政案件受理及举证通知书》，案号为（2025）京 73 行初 22306 号。 现将诉讼事项公告如下： 一、本次诉讼的基本情况 （一）诉讼机构 诉讼机构名称：北京知识产权法院 诉讼机构所在地：北京市 （二）诉讼各方当事人 原告： 博士眼镜连锁股份有限公司 （三）有关本案的基本情况 1、2023 年 12 月 28 日，莫 X 红以"连续三年不使用"为由向国家知识产权 1 局申请撤销公司第 1091685 号"DOCTOR"商标。 2、2024 年 8 月 23 日，国家知识产权局作出《关于第 109 ...

Market Overview - The professional chain sector experienced a slight decline of 0.12% on September 10, with Kid King leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Doctor Glasses (300622) closed at 34.02, with an increase of 1.34% and a trading volume of 84,900 shares, totaling a transaction value of 287 million [1] - Aiying Room (603214) closed at 19.15, up 0.58%, with a trading volume of 34,400 shares and a transaction value of 65.78 million [1] - Tianyin Holdings (000829) closed at 9.62, down 0.10%, with a trading volume of 127,500 shares and a transaction value of 123 million [1] - Huazhi Wine (300755) closed at 17.78, down 0.11%, with a trading volume of 64,500 shares and a transaction value of 115 million [1] - Yanshida (002416) closed at 11.77, down 0.17%, with a trading volume of 149,500 shares and a transaction value of 177 million [1] - Jifeng Technology (300022) closed at 8.35, down 0.24%, with a trading volume of 71,200 shares and a transaction value of 59.42 million [1] - Kid King (301078) closed at 11.66, down 0.68%, with a trading volume of 297,700 shares and a transaction value of 349 million [1] Fund Flow Analysis - The professional chain sector saw a net outflow of 61.614 million from main funds, while retail funds experienced a net inflow of 34.6634 million [1] - The detailed fund flow for individual stocks indicates that Doctor Glasses had a main fund net outflow of 13.1373 million, while retail funds saw a net outflow of 26.6929 million [2] - Aiying Room had a main fund net inflow of 5.0797 million, with retail funds showing a net outflow of 1.3364 million [2] - Kid King experienced a significant main fund net outflow of 56.0553 million, while retail funds had a net inflow of 53.7775 million [2]

Company Overview - 博士眼镜 is a retail company specializing in eyewear, established on April 23, 1997, and listed on March 15, 2017 [1] - The company is located in Shenzhen, Guangdong Province, and its main business includes optical glasses and fitting services, accounting for 67.01% of its revenue [1] Financial Performance - For the first half of 2025, 博士眼镜 achieved a revenue of 686 million yuan, representing a year-on-year growth of 14.22% [2] - The net profit attributable to the parent company for the same period was 56.03 million yuan, an increase of 6.97% year-on-year [2] - Cumulatively, the company has distributed 464 million yuan in dividends since its A-share listing, with 204 million yuan in the last three years [3] Stock Market Activity - As of September 10, 博士眼镜's stock price was 34.26 yuan per share, with a market capitalization of 7.806 billion yuan [1] - The stock has seen a decline of 10.37% year-to-date, with a slight increase of 1.66% over the last five trading days [1] - The company has appeared on the龙虎榜 twice this year, with the most recent net buy of -235 million yuan on February 21 [1] Shareholder Information - As of June 30, 2025, 博士眼镜 had 53,800 shareholders, an increase of 9.25% from the previous period [2] - The average number of circulating shares per shareholder was 2,892, up by 19.81% [2] - New institutional shareholders include 广发创新升级混合 and 民生加银持续成长混合A, while some previous shareholders have exited the top ten list [3] Market Position - 博士眼镜 operates within the 商贸零售-专业连锁 industry and is associated with concepts such as small-cap stocks, smart glasses, and wearable technology [2]

Core Viewpoint - Doctor Glasses (博士眼镜) is planning to issue convertible bonds to raise up to 37.5 million yuan for store construction, digital platform upgrades, and working capital, despite facing challenges such as declining net profit and increasing inventory and receivables [2][3][5]. Financial Performance - The company's revenue for 2022 to 2024 is projected to be 962.24 million yuan, 1.17587 billion yuan, and 1.20282 billion yuan, respectively, indicating a growth trend [2][5]. - The net profit attributable to the parent company is expected to decline by 24.03% in 2024 [2][5]. - The gross profit margins are 70.84%, 69.87%, and 68.84% for the years 2022, 2023, and 2024, respectively [2][5]. Funding and Use of Proceeds - The funds raised from the convertible bond issuance will be allocated for chain store construction and upgrades, headquarters management, brand building, and digital platform enhancements [3][4][5]. - The bond will have a six-year term with a face value of 100 yuan per bond, and the initial conversion price will be based on the average stock price prior to the announcement [3][5]. Market Position and Risks - As of June 2025, the company operates 569 stores, with 507 being directly operated [3][5]. - The company faces risks related to trademark disputes, increasing inventory and receivables, and potential delays in project execution [5][6]. - The company has fully provided for goodwill impairment related to acquisitions that did not meet expectations [2][5].

博士眼镜连锁股份有限公司近日针对深圳证券交易所关于其申请向不特定对象发行可转换公司债券的审 核问询函发布了回复（修订稿），就公司经营业绩、募投项目等多方面情况进行了详细说明。 业绩波动原因及应对举措 2022 - 2024年，博士眼镜营业收入分别为96223.70万元、117586.55万元及120281.61万元，呈增长态 势，但2024年业绩下滑，扣非归母净利润同比下降24.03%。 公司表示，2024年净利润下降主要源于三方面。一是市场拓展投入增加，销售费用上升；二是毛利率相 对较低的联营门店、分销业务占比提高，且促销活动影响毛利率；三是计提商誉减值损失。 为提升盈利能力，博士眼镜已采取并拟采取一系列措施，如加强门店管理与布局优化、推广智能眼镜及 自有品牌产品、深化与重点客户合作、利用数字化工具管控成本费用、提升线上线下全渠道运营能力 等。2025年上半年，这些措施初显成效，公司营业收入同比增长14.22%，归属母公司股东的净利润同 比增长7.54%。 各业务板块情况剖析 连锁眼镜门店建设及升级改造项目拟开设225家智能眼镜门店并升级老旧门店；总部运营管理中心及品 牌建设项目计划购置办公场地并建立品牌形 ...

Core Viewpoint - The 36th China International Optical Fair (CIOF) held in Beijing showcased the advancements in the smart eyewear sector, with Dr. Glasses emerging as a focal point through its collaboration with eight leading smart eyewear brands, highlighting its industry influence and innovative capabilities [1][11]. Group 1: Event Overview - The CIOF took place from September 9 to 11, 2025, featuring nearly 700 exhibitors from 20 countries [1]. - Dr. Glasses' exhibition utilized a dual-layer design, creating a futuristic atmosphere with a spacious layout that facilitated comfortable viewing and interaction [1]. Group 2: Brand Collaboration - Dr. Glasses partnered with eight smart eyewear brands, including Thunderbird Innovation, JIEHUAN, XREAL, and others, to showcase a variety of products such as AI shooting glasses and AR glasses, catering to diverse consumer needs [2]. - This collaboration demonstrates Dr. Glasses' strong resource integration and ecosystem-building capabilities within the smart eyewear market [2]. Group 3: Engagement and Experience - The event featured live presentations from brand representatives, fostering in-depth discussions on industry trends and technological advancements, which reinforced the trust and recognition among partners [6]. - Attendees showed significant interest in the smart eyewear products, engaging in hands-on experiences and direct interactions with brand representatives to learn about product features [7][8]. Group 4: Industry Impact - The CIOF provided a platform for showcasing, communication, and collaboration within the eyewear industry, stimulating innovation and development [11]. - Dr. Glasses' participation highlighted its leading position in the smart eyewear sector and its commitment to promoting collaborative growth within the industry ecosystem [11].

关于博士眼镜连锁股份有限公司申请 向不特定对象发行可转换公司债券的 审核问询函中有关财务事项的说明 政旦志远核字第 250000260 号 政旦志远(深圳)会计师事务所(特殊普通合伙) Zandar Certified Public Accountants LLP 此的用于证明该审计报告是否由具有执业许可用 您可使用手机"扫一扫"或进入"注册会计师行业统一些管亚会（+- 关于博士眼镜连锁股份有限公司申请 向不特定对象发行可转换公司债券的 审核问询函中有关财务事项的说明 录 页 次 1-125 关于博士眼镜连锁股份有限公司申请向不特 定对象发行可转换公司债券的审核问询函中 有关财务事项的说明 ZANDAR | 政旦去途 地 址:深圳市福田区鹏程一路广电金融中心11F 甲,话:+86-755-88605026 uning zdena com 关 于 博 士 眼 镜 连 锁 股 份 有 限 公 司 申 请 向 不 特 定 对 象 发 行 可 转 换 公 司 债 券 的 审 核 间 询 函 中 有 关 财 务 事 项 的 说 明 政旦志远核字第 250000260 号 深圳证券交易所: 由博士眼镜连锁股份有限公司转来 ...