Core Viewpoint - The company maintains a stable pricing strategy in the face of intensified price competition in the defocus lens market, emphasizing the importance of product stability and reputation over short-term price cuts [1] Market Conditions - The overall defocus lens market is performing well in Q1 2025, but price competition has sharply increased starting in Q2 [1] - Some major foreign brands have significantly reduced prices, indicating a competitive shift in the market [1] Company Strategy - The company has chosen not to participate in the price war, positioning itself as one of the few brands maintaining price stability [1] - The factory average price of the company's defocus lenses remains roughly the same as last year, with slight decreases attributed to a higher proportion of low refractive index products [1] Product Performance - The company's "Easy Control" series is noted for its price stability within the defocus lens category [1] - Despite external competitive pressures, the company achieved nearly 20% growth in defocus lenses in the first half of the year, aligning with trends among leading industry peers [1] Industry Trends - The market is saturated with defocus lenses, but there is a lack of products that offer stable pricing and strong functionality and reputation [1] - Some foreign brands, facing challenges from the price war, have launched new products during the summer to reshape their value propositions, highlighting the significance of product and pricing stability [1]
明月镜片：2025年一季度，离焦镜市场整体保持良好态势