Company Overview - He Eye Hospital Group, established on October 15, 2009, is located in Shenyang, Liaoning Province, and was listed on March 22, 2022 [1] - The company primarily provides specialized ophthalmic diagnosis and treatment services, with revenue composition as follows: Vision services 30.24%, Refractive surgery correction services 24.16%, Non-surgical treatment 20.02%, Cataract diagnosis and treatment services 13.68%, Vitreoretinal diagnosis and treatment services 8.09%, Other ophthalmic diagnosis and treatment services 3.20%, Other business income 0.61% [1] Financial Performance - As of June 30, 2025, He Eye Hospital reported operating revenue of 560 million yuan, a year-on-year decrease of 4.22%, while net profit attributable to shareholders was 44.32 million yuan, reflecting a year-on-year increase of 84.19% [2] - The company has distributed a total of 348 million yuan in dividends since its A-share listing, with 275 million yuan distributed over the past three years [3] Stock Performance - As of September 30, the stock price of He Eye Hospital increased by 2.14% to 21.03 yuan per share, with a total market capitalization of 3.323 billion yuan [1] - Year-to-date, the stock price has risen by 5.29%, with a 1.69% increase over the last five trading days, but a decline of 3.93% over the last 20 days and 3.53% over the last 60 days [1] - The number of shareholders increased by 15.03% to 10,800, while the average circulating shares per person decreased by 13.07% to 7,684 shares [2] Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is Rongtong Health Industry Flexible Allocation Mixed A/B (000727), holding 2.7947 million shares, a decrease of 1.7584 million shares compared to the previous period [3]

Core Viewpoint - He Eye Hospital (301103) is primarily engaging in industry investment funds rather than direct research and production activities [1] Group 1: Company Activities - The company participates as a limited partner in the establishment of the Zhaohua (Guizhou) Health Technology Industry Development Fund, which focuses on eye health [1] - The fund primarily invests in new-generation medical health, dietary nutrition, and synthetic biology sectors [1] Group 2: Future Disclosures - The company will strictly adhere to information disclosure requirements and announce any significant developments in a timely manner [1]

Core Viewpoint - He Eye Hospital experienced a decline of 1.67% in stock price on September 25, with a trading volume of 29.49 million yuan, indicating potential market concerns regarding the company's performance [1] Financing Summary - On September 25, He Eye Hospital had a financing buy-in amount of 4.36 million yuan and a financing repayment of 3.73 million yuan, resulting in a net financing buy of 0.63 million yuan [1] - The total financing and securities balance for He Eye Hospital reached 65.76 million yuan, with the financing balance accounting for 2.02% of the circulating market value, which is below the 50th percentile level over the past year, indicating a low financing position [1] - In terms of securities lending, there were no shares repaid or sold on September 25, with a remaining quantity of 100 shares and a securities lending balance of 2,065 yuan, which is above the 50th percentile level over the past year, suggesting a high securities lending position [1] Company Overview - He Eye Hospital Group, established on October 15, 2009, and listed on March 22, 2022, is located in Shenyang, Liaoning Province, and specializes in providing ophthalmic specialty diagnosis and treatment services [2] - The company's revenue composition includes: vision care services (30.24%), refractive surgery correction services (24.16%), non-surgical treatments (20.02%), cataract diagnosis and treatment services (13.68%), vitreoretinal diagnosis and treatment services (8.09%), other eye disease treatment services (3.20%), and other business income (0.61%) [2] - As of June 30, the number of shareholders increased by 15.03% to 10,800, while the average circulating shares per person decreased by 13.07% to 7,684 shares [2] Financial Performance - For the first half of 2025, He Eye Hospital reported a revenue of 560 million yuan, reflecting a year-on-year decrease of 4.22%, while the net profit attributable to shareholders was 44.32 million yuan, showing a significant year-on-year increase of 84.19% [2] Dividend Information - Since its A-share listing, He Eye Hospital has distributed a total of 348 million yuan in dividends, with 275 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder of He Eye Hospital is Rongtong Health Industry Flexible Allocation Mixed A/B (000727), holding 2.79 million shares, which is a decrease of 1.76 million shares compared to the previous period [3]

Group 1 - The second International Civil Society Conference on Global Development Initiatives was held in Hohhot, co-hosted by the China International Exchange Promotion Association and the Inner Mongolia Autonomous Region Government, with He Eye Hospital Group invited to participate [1] - He Eye Hospital has been focusing on eye health for 30 years, leveraging innovative technology to build a comprehensive ecosystem in the eye health industry, aiming to create the "He Smart Bright City" [1] - He Eye Hospital is a member of the World Association of Eye Hospitals (WAEH) and actively participates in international training programs and foreign aid medical projects [1] Group 2 - Recently, He Eye Hospital has signed cooperation agreements with civil organizations from Malaysia, Pakistan, and Ethiopia to expand its international collaboration in public health within the eye health sector [2] - During the conference, He Eye Hospital signed a cooperation agreement with the Zambian Ministry of Health to enhance eye health services in Zambia through talent training, technology sharing, and innovative models [2] - He Eye Hospital aims to strengthen international cooperation in public health by sharing technology, exchanging talents, and providing public welfare services, contributing to the construction of a community with a shared future for mankind [2]

Core Insights - The second International Civil Society Conference on Global Development Initiative was held in Hohhot, Inner Mongolia, where He Eye Hospital was invited to showcase its international blindness prevention cooperation achievements [1][2] - He Eye Hospital aims to strengthen communication and cooperation with civil organizations worldwide in public health, leveraging technology sharing, talent exchange, and public service to create a replicable and sustainable eye health model [1] Group 1: Company Initiatives - He Eye Hospital has been deeply engaged in the eye health sector for 30 years, accumulating extensive experience in blindness prevention technologies and practices [1] - The company operates a comprehensive eye health ecosystem platform built on the "medical, education, industry, and research" model, with a strategic goal of establishing the "He Smart Light City" [1] - He Eye Hospital is a member of the World Association of Eye Hospitals (WAEH) and has played a significant role in international ophthalmology training and foreign aid medical projects [2] Group 2: International Collaborations - Recently, He Eye Hospital signed cooperation agreements with civil organizations from Malaysia, Pakistan, and Ethiopia, expanding its international public health cooperation network [2] - During the conference, a cooperation agreement was also signed with representatives from the Zambian Ministry of Health, focusing on talent training, technology sharing, and building blindness prevention models [2] - The hospital plans to utilize big data and artificial intelligence to enhance the quality of eye health services in Zambia, contributing to local capacity building [2]

Group 1 - The company held its 12th meeting of the third board of directors on September 19, 2025, with all seven directors present, and the meeting was deemed legal and effective [2][3][4] - The board approved the draft of the 2025 Restricted Stock Incentive Plan to attract and retain talented management and align interests among shareholders, the company, and key personnel [3][5][6] - The board also approved the management measures for the implementation of the 2025 Restricted Stock Incentive Plan to ensure its smooth operation and performance [5][6][7] Group 2 - The company proposed to use up to RMB 680 million of idle raised funds and up to RMB 620 million of its own funds for cash management, aiming to improve fund utilization efficiency without affecting normal operations [14][21][24] - The cash management will involve purchasing low-risk financial products, ensuring that the funds remain secure and liquid [26][28][30] - The board's decision on cash management is subject to approval at the upcoming second extraordinary general meeting of shareholders on October 20, 2025 [16][20][45] Group 3 - The company will hold its second extraordinary general meeting of shareholders on October 20, 2025, with provisions for both on-site and online voting [16][46][49] - The meeting will require a two-thirds majority vote for special resolutions related to the restricted stock incentive plan [49] - Shareholders must register for the meeting and can participate either in person or through online voting [48][50][51]

Core Viewpoint - He Eye Hospital's stock price has experienced fluctuations, with a year-to-date increase of 2.14% but a significant decline in recent trading periods, indicating potential volatility in investor sentiment [2]. Company Overview - He Eye Hospital Group, established on October 15, 2009, and listed on March 22, 2022, is located in Shenyang, Liaoning Province. The company specializes in providing ophthalmic specialty diagnosis and treatment services [2]. - The revenue composition of He Eye Hospital includes: Vision services (30.24%), Refractive surgery correction services (24.16%), Non-surgical treatments (20.02%), Cataract diagnosis and treatment services (13.68%), Vitreoretinal diagnosis and treatment services (8.09%), Other ophthalmic diagnosis and treatment services (3.20%), and Other business income (0.61%) [2]. Financial Performance - As of June 30, 2025, He Eye Hospital reported a revenue of 560 million yuan, a year-on-year decrease of 4.22%. However, the net profit attributable to shareholders was 44.32 million yuan, reflecting a significant year-on-year increase of 84.19% [2]. - The company has distributed a total of 348 million yuan in dividends since its A-share listing, with 275 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for He Eye Hospital was 10,800, an increase of 15.03% from the previous period. The average circulating shares per person decreased by 13.07% to 7,684 shares [2]. - Among the top ten circulating shareholders, the Rongtong Health Industry Flexible Allocation Mixed A/B fund held 2.7947 million shares, a decrease of 1.7584 million shares compared to the previous period [3].

Core Points - He Eye Hospital (301103.SZ) announced a restricted stock incentive plan for 2025, proposing to grant 6.37 million restricted shares, which accounts for approximately 4.03% of the company's total share capital of 158.03 million shares at the time of the announcement [1] - The number of initial grant recipients under this incentive plan will not exceed 240 individuals [1] - The grant price for the initially awarded restricted shares is set at 13 yuan per share, with the same price applicable for any reserved restricted shares [1]

Group 1 - The company He Shi Eye Hospital announced an incentive plan involving 240 individuals, granting a total of 6.37 million restricted stocks, which accounts for approximately 4.03% of the company's total share capital of about 158 million shares [1] - The initial and reserved grant price for the restricted stocks is set at 13 yuan per share, with a maximum validity period of 60 months from the date of grant [1] - As of the report date, the company's market capitalization stands at 3.3 billion yuan [1] Group 2 - For the year 2024, the company's revenue composition is projected to be 99.29% from the medical industry and 0.71% from other businesses [1]

辽宁何氏眼科医院集团股份有限公司 2025 年限制性股票激励计划首次授予激励对象名单 一、限制性股票激励计划的分配情况 | 职务 | 获授的限制性股 票数量(万股) | 占本次激励计划 拟授予权益总数 | 占本激励计划公告 之日公司总股本的 | | --- | --- | --- | --- | | | | 的比例 | 比例 | | 核心管理人员及核心骨干 人） （240 | 510.00 | 80.06% | 3.23% | | 预留部分 | 127.00 | 19.94% | 0.80% | | 合计 | 637.00 | 100.00% | 4.03% | 注：1、以上合计数据与各明细数相加之和在尾数上如有差异是由于四舍五入所造成， 保留两位小数。 2、公司董事、高级管理人员不参与本次激励计划。本次激励计划不含公司董事（包括 独立董事）、高级管理人员、单独或合计持股 5%以上的股东或实际控制人及其配偶、父母、 子女。 辽宁何氏眼科医院集团股份有限公司董事会 2025 年 9 月 22 日 ...