河北OK镜价格“退潮”记：从万元门槛到千元普惠

Core Insights - The article highlights the significant reduction in the price of OK lenses (orthokeratology lenses) due to centralized procurement policies in China, making them more accessible for families [2][5][6] - The overall myopia rate among children and adolescents in China is reported at 51.9%, prompting increased focus on myopia prevention strategies [2] - Major companies in the OK lens market, such as Oupankangshi, Haohai, and Aibo Medical, are experiencing varying degrees of profit margin and revenue changes due to the impact of centralized procurement [7][6] Industry Overview - Centralized procurement has led to an average price drop of 54.3% for selected products, with some prices decreasing by over 70% [5] - The price of OK lenses has decreased from over 10,000 yuan to a range of 2,000 to 5,000 yuan, significantly easing the financial burden on families [2][4] - The procurement policy aims to lower costs for consumers while ensuring product quality and encouraging innovation within the industry [3][6] Company Performance - Oupankangshi reported a revenue of 1.814 billion yuan in 2024, with a net profit decline of 14.7%, and a core revenue contribution from OK lenses of 1.018 billion yuan, down 5.62% [7] - Haohai's revenue was 2.698 billion yuan, with a net profit decrease of 8.74%, and its near-sightedness prevention products contributed 402 million yuan, showing stagnation in growth [7] - Aibo Medical achieved a revenue of 1.410 billion yuan, with a net profit increase of 35.32%, and its contribution from OK lenses was 236 million yuan, reflecting a modest growth of 8.03% [7] Market Dynamics - The centralized procurement has accelerated industry consolidation, benefiting local companies with cost advantages while potentially pushing smaller fitting institutions out of the market [6] - Companies are adapting by increasing the development of new products and enhancing direct supply to hospitals to mitigate the risks associated with centralized procurement [6] - The shift towards lower prices is expected to compress profit margins, with reports indicating a drop in gross margins from over 70% to around 40% for some products [7] Consumer Impact - Families are increasingly able to afford OK lenses, leading to a rise in awareness and investment in children's eye health [4][6] - Despite the lower prices, there are concerns about the follow-up care and service networks, as many patients do not return for necessary check-ups after initial fitting [8]