摩根士丹利：爱尔眼科-2025 年中国最佳会议反馈

May 8, 2025 07:15 AM GMT Aier Eye Hospital Group | Asia Pacific M Update China BEST Conference 2025 Feedback Key Takeaways Solid YTD refractory growth underpinned by both ASP and volume: 1Q25 growth was mainly driven by a 20%+ growth in the refractory segment, owing to ASP improvement on Aier's rollout of SMILE 4.0 (at ASP of ~Rmb18k) and Alcon's Wavelight Plus ahead of competitors, which were well received by customers as end-demand also gradually recovered. ICL procedures have also delivered positive YoY ...