爱尔眼科(300015)：静待行业回暖 看好眼科龙头利润率提升

Group 1 - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Bureau have issued a policy to provide financial subsidies for eligible personal consumption loans, covering various sectors including home appliances, automotive, education, and healthcare [1] - The implementation of this policy is expected to boost consumer demand, particularly in the eye care sector, as the summer season approaches [2] - The company anticipates a revenue of 20.983 billion yuan in 2024, representing a year-on-year increase of 3%, with a net profit of 3.556 billion yuan, up 6% year-on-year [2] Group 2 - The company is focusing on its "AI + Ophthalmology" strategy, enhancing its competitive advantage in both domestic and international markets [3] - The company is developing "Aier AI Eye Hospitals" and has launched the AierGPT model to improve eye health services through digital technology [3] - The company has revised its profit forecasts for 2025-2026, projecting net profits of 4.128 billion yuan and 4.725 billion yuan, respectively, while maintaining a "buy" rating due to growth potential in various business segments [3]