光正眼科转型效果显著 眼科业务成为核心引擎 高端化+数智化战略驱动未来增长

Core Viewpoint - Guangzheng Eye Hospital reported a revenue of 893 million yuan for 2024, with a net profit attributable to shareholders of -175 million yuan, while cash flow from operating activities increased by 77.54% to 69.07 million yuan [1] Group 1: Financial Performance - The company experienced a decline in revenue due to weak domestic consumption and intensified industry competition, particularly in the ophthalmology sector [2] - The steel structure segment faced significant revenue decline due to external industry pressures, while the energy board maintained stable rental income [2] - Core businesses in refractive and cataract surgery generated revenues of 258 million yuan and 288 million yuan, respectively, accounting for 61.15% of total revenue, with gross margins of 43.86% and 49.87% [3] Group 2: Strategic Initiatives - The company is focusing on high-end cataract surgeries and refractive procedures to meet the increasing quality demands of patients, transitioning from basic cataract surgeries to advanced refractive cataract surgeries [3] - Guangzheng Eye Hospital is enhancing its academic and research capabilities through partnerships with Fudan University and Jiangnan University, contributing to innovative breakthroughs in corneal cross-linking treatments and other research projects [4] - The company is committed to social responsibility through its "technology + public welfare" approach, conducting vision restoration surgeries in high-altitude regions [4] Group 3: Future Development Plans - Over the next three years, the company aims to deepen its focus on ophthalmology, enhance smart hospital construction, and integrate AI into its services, management, and operations [5] - The strategic direction includes a focus on cataract as a foundation, refractive vision as a center, and breakthroughs in ocular surface and cosmetic surgery [5] - The company plans to leverage technological upgrades and digital innovations to overcome profitability challenges and achieve high-quality growth in a competitive landscape [5]