近视防控网红OK镜正在失宠

Core Viewpoint - The near-sightedness prevention product OK lens is experiencing a turning point, with major domestic companies reporting weak growth in 2024, largely due to competition from defocus frame glasses [1][2]. Company Performance - Oupeng Vision achieved revenue of 1.814 billion yuan in 2024, a year-on-year increase of only 4.4%, with net profit declining by 14.7% to 621.8 million yuan. The core revenue from OK lenses contributed 1.018 billion yuan, down 5.62% year-on-year [1]. - Haohai Biological reported revenue of 2.698 billion yuan, a mere 1.64% increase, with net profit falling by 8.74% to 376.2 million yuan. Revenue from near-sightedness prevention and refractive correction products was 402 million yuan, showing stagnation with a year-on-year increase of only 0.31% [1]. - Aibo Medical recorded revenue of 1.41 billion yuan, a significant increase of 48.24%, with net profit rising by 35.32% to 387.1 million yuan. However, revenue from corneal shaping lenses was only 236 million yuan, reflecting a modest growth of 8.03% [1]. Market Dynamics - The emergence of defocus frame glasses, which utilize special optical designs to correct peripheral retinal defocus, is a significant factor in the declining performance of OK lenses [1][2]. - In 2023, the production of corneal shaping lenses in China reached 1.1275 million pieces, a growth of 14.09% from 2022, with sales of 5.0592 million pieces, an increase of 60.4% [2]. - The market size for corneal shaping lenses was 14.281 billion yuan in 2023, up by 1.586 billion yuan from the previous year [2]. Consumer Preferences - The choice between OK lenses and defocus frame glasses is heavily influenced by convenience and clinical validation of near-sightedness control efficiency [3][4]. - The ratio of OK lens to defocus frame glasses usage in medical institutions is approximately 1:5, indicating a strong preference for the latter among parents [3]. - The clinical effectiveness of defocus frame glasses in controlling near-sightedness has been validated, making them a preferred option for younger children who may not be suitable candidates for OK lenses [3][4]. Pricing and Accessibility - Price sensitivity remains a critical factor in parental decision-making, with OK lenses being perceived as expensive compared to defocus frame glasses [6][7]. - The average annual cost of maintaining OK lenses, including care expenses, can exceed 40,000 yuan over several years, which is a significant financial burden for families [6][7]. - The accessibility of defocus frame glasses is enhanced by the widespread availability of fitting services, with over 120,000 optical institutions able to provide these products, compared to fewer than 5,000 for OK lenses [8].