SHENYANG XINGQI PHARMACEUTICAL CO.(SZ:300573) 21世纪经济报道·2025-09-01 15:57Core Viewpoint - The article highlights a significant surge in the A-share ophthalmology medical concept stocks, driven by market rumors regarding the supply issues of a specific eye drop formulation, which has led to increased investor interest and stock price increases for several companies in the sector [1][2]. Company Performance - On September 1, A-share ophthalmology stocks saw collective gains, with notable performances including: - Xingqi Eye Medicine up 14.65% to 77.54 - Innovation Medical up 10% to 25.19 - Shapuaisi up 9.95% to 8.40 - Baicheng Pharmaceutical up 8.46% to 62.45 [1][2]. Market Dynamics - Recent rumors indicated that the Henan Provincial Eye Hospital would stop supplying its self-made 0.01% atropine sulfate eye drops due to expired registration, which has been confirmed by hospital staff. This product will cease supply after September 6, 2023, while other concentrations remain in production [3][4]. - 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]. 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 formulations. Shapuaisi is also in the process of clinical trials for its version [5][6]. - Xingqi Eye Medicine has seen substantial growth, with revenues of 1.943 billion in 2024, a 32.42% increase year-on-year, and a net profit of 338 million, up 40.84% [4]. In the first half of 2025, the company reported revenues of 1.163 billion, a 30.38% increase, and a net profit of 335 million, a remarkable 97.75% increase [4].