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OK镜涨不动了 “一哥”欧普康视讲了三点原因
Jing Ji Guan Cha Bao· 2025-03-29 10:50
Core Viewpoint - The company, Opcon Vision, reported its worst financial performance in a decade for 2024, with revenue of 1.81 billion yuan, a year-on-year increase of only 4.4%, and a net profit of 570 million yuan, down 16.2% year-on-year [1] Group 1: Financial Performance - In 2024, Opcon Vision's core business of rigid contact lens sales generated revenue of 760 million yuan, a decline of 6.73% year-on-year, negatively impacting overall revenue growth [2] - The company's gross margin for rigid contact lenses remained high at 88.31%, despite a slight decline in 2024 [3] Group 2: Market Dynamics - The decline in sales of OK lenses, a key product for the company, is attributed to three main factors: weak high-end consumption, competition from defocus lenses, and an increase in brand competition [2] - The market for defocus lenses has grown rapidly since 2023, attracting potential users away from OK lenses due to their lower price and wider availability [2] Group 3: Future Outlook - The company remains optimistic about the long-term prospects for rigid contact lenses, citing the likelihood of a recovery in OK lens sales due to their superior myopia control effects compared to defocus lenses [3] - The company believes that the current phase of consumer downgrade is temporary and will gradually recover [3] - Another important product, the scleral lens, has been launched and is expected to become a significant market player [3] Group 4: Stock Performance - Since its IPO in 2017, Opcon Vision's stock has experienced significant volatility, with its market value dropping from over 90 billion yuan in 2021 to 14.7 billion yuan currently [4] - As of March 27, the stock price was reported at 16.41 yuan per share, reflecting a 1.5% decline on that day [4]
上海首发!两款国产眼视光器械
思宇MedTech· 2025-01-26 23:56
文章来源:眼未来;编辑:Sophia 转载要求:首发24小时后可转载,需注明来源 # 远山AB-800眼科光学生物测量仪 两款产品的推出进一步丰富了维视艾康特在眼视光领域的产品矩阵 ,不过在近视防控领域,虽然生物测量仪的下沉市场空间更为广阔,不过该领域技术壁垒 和竞争门槛相对较低, 国产厂商之间价格竞争较为激烈 。 截至2025年1月, 已有22款国产眼科光学生物测量仪获批 ,且高端光学生物测量仪一直被蔡司Master系列、Tomey OA2000系列等进口品牌垄断,尤其是蔡司 Master 500/700系列产品,具备绝对优势市占率。 产品采用 创新免散瞳远视储备AI测算 技术,通过精准的生物测量测算儿童远视储备值, 精度高达85% ,适用于眼球生物学参数的测量,包括眼轴长、中央角膜厚 度、角膜屈光度、前房深度、白到白距离、晶状体厚度等。 作为三类医疗器械, 接触镜护理液市场集中度较高,国内已有超十款产品获批 ,主要品牌包括博士伦、海昌、欧普康视、爱博诺德等。整体来看,进口品牌 占据国内市场主要份额,护理液国产替代空间较大。 近日, 维视艾康特 在上海首发了两款新品,分别是 微晓·远山AB-800眼科光学生 ...