SHENYANG XINGQI PHARMACEUTICAL CO.(SZ:300573) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-01 16:03Core Viewpoint - The A-share ophthalmology medical concept stocks experienced a collective surge, with several companies reaching their daily limit up, indicating strong market interest and potential growth in the sector [1][2]. Group 1: Stock Performance - Companies such as Shapais, Innovation Medical, and Xingqi Eye Medicine saw significant stock price increases, with Xingqi Eye Medicine rising over 14% and Shapais reaching a limit up [1][2]. - The ophthalmology sector index rose by 2.17%, reflecting overall positive sentiment in the market [2]. Group 2: Market News - Recent rumors indicated that the Henan Provincial Eye Hospital would stop supplying its self-made 0.01% atropine sulfate eye drops due to the expiration of its registration, which has led to increased attention on the market for similar products [3][4]. - The hospital confirmed that the 0.01% atropine sulfate eye drops had ceased production since December of the previous year, with current sales being from existing inventory [3]. Group 3: Product and Market Dynamics - Atropine sulfate eye drops have gained recognition as a "myopia miracle drug," particularly for children aged 6 to 12, and are recommended in various authoritative guidelines for myopia management [4]. - Xingqi Eye Medicine's atropine sulfate eye drops received approval for market entry in March 2024, leading to a significant increase in its stock price and revenue growth [4]. - In 2024, Xingqi Eye Medicine reported a revenue of 1.943 billion yuan, a year-on-year increase of 32.42%, and a net profit of 338 million yuan, up 40.84% [4]. Group 4: Competitive Landscape - The market for atropine sulfate eye drops is becoming increasingly competitive, with several companies, including Zhaoke Ophthalmology and Hengrui Medicine, advancing their own products [5]. - Shapais is also in the process of developing its own version of atropine sulfate eye drops, which is currently in Phase III clinical trials [5]. - Xingqi Eye Medicine is expected to continue its upward trajectory with ongoing product iterations and new submissions for market approval [5].