为了进一步扩大党建赋能覆盖面、驱动红色治理引擎，通过党建引领民营经济持续、健康、高质量发 展，6月27日，由中国上市公司协会主办的"民营上市公司党建工作交流会"在青岛召开。会上，爱尔眼 科医院集团(以下简称"爱尔眼科")等4家上市公司代表，在圆桌研讨阶段以"党建引领民营上市公司高质 量发展"为主题分享了民营企业在开展党建工作中的经验和成果。值得一提的是，爱尔眼科是其中唯一 一家民营医疗上市公司。 党建品牌"亮"起来，激活发展新动能 党建是企业发展的"红色引擎"，党建强则企业强，党建兴则企业兴。"只有高质量抓好党的建设，才能 充分发挥党的强大政治优势和组织优势。高质量党建是企业高质量发展的引领和保障。"爱尔眼科集团 党委专职副书记欧建平通过圆桌研讨分享了党建引领企业发展的"爱尔经验"。 创新引领发展，大力推进数字眼科建设 爱尔眼科始终将创新作为发展的核心动力。早在2019年上市十周年之际，爱尔眼科发布了新十年高质量 发展目标，其中就包括"通过全球布局、科技创新为世界眼科学做出贡献"。党的十八大以来，爱尔眼科 坚持把创新作为引领发展的第一动力，狠抓创新驱动，紧扣品牌创新发展的基点，引领带动科技创新、 机制创新、管 ...

"公司发展一直是内生生长和外延并购双轮驱动的，未来公司将以内生生长为主，并购基金已基本完成 历史使命。"5月20日，爱尔眼科医院集团股份有限公司（以下简称"爱尔眼科"）董事长陈邦在2024年年 度股东大会上表示，公司将持续推进"1+8+N"战略，并将在今年制定人工智能发展规划，加速AI赋能眼 科医疗。 2024年，在眼科行业净利普遍下滑的背景下，爱尔眼科仍交出了一份营收、净利润双增长的答卷。报告 期内，公司实现营业收入209.83亿元，同比增长3.02%；归母净利润突破35亿元大关，同比增长5.87%。 同时，公司以每10股派发1.6元（含税）的分红方案持续回馈投资者，派现额度高达14.87亿元。 2025年一季度，爱尔眼科重回高增长轨道，报告期内，实现营业收入60.26亿元，同比增长15.97%；归 母净利润10.5亿元，同比增长16.71%。 "1+8+N"战略落地见效 2024年，爱尔眼科"1+8+N"战略全面落地见效。作为集团战略支点的长沙医学中心持续发挥标杆作用， 八大区域眼科中心建设取得突破性进展——上海、南宁两地旗舰医院率先完成建设任务，湖北、安徽、 沈阳、贵州四区域中心相继投入运营，形成辐射全 ...

Core Insights - The company reported a revenue of 20.983 billion yuan in 2024, a year-on-year increase of 3%, and a net profit attributable to shareholders of 3.556 billion yuan, up 6% [1] - In Q1 2025, the company achieved a revenue of 6.026 billion yuan, representing a 16% increase, and a net profit attributable to shareholders of 1.050 billion yuan, up 17% [1] Operational Analysis - The outpatient and surgical volumes showed steady growth, with outpatient visits reaching 16.94 million (up 12%) and surgical procedures totaling 1.29 million (up 9%) in 2024 [2] - Revenue from refractive projects was 7.603 billion yuan (up 36%), cataract projects generated 3.489 billion yuan (up 17%), and vision service projects brought in 5.279 billion yuan (up 25%) [2] - Domestic revenue was 18.070 billion yuan (up 2.94%) with a gross margin of 48.03%, while overseas revenue reached 2.625 billion yuan (up 15.1%), with European revenue at 2.031 billion yuan (up 18.05%) [2] Business Expansion and AI Integration - The company expanded its network by acquiring 87 medical institutions, enhancing its presence in domestic markets, particularly at the county level [3] - By the end of 2024, the company operated 352 hospitals and 229 outpatient departments, benefiting from a tiered chain model for resource sharing [3] - The company launched the AierGPT model and digital assistant "AiKe," serving 2.01 million users, and collaborated with institutions like the Chinese Academy of Sciences to accelerate AI technology in ophthalmology [3] Profit Forecast and Valuation - The profit forecast for 2025-2027 has been adjusted, with expected net profits of 4.137 billion, 4.806 billion, and 5.561 billion yuan, each reflecting a 16% year-on-year growth [4] - The earnings per share (EPS) are projected to be 0.44, 0.52, and 0.60 yuan for the respective years, with corresponding price-to-earnings (PE) ratios of 29, 25, and 21 [4]