证券代码：300595 证券简称：欧普康视 欧普康视科技股份有限公司 2025 年 8 月 25 日投资者关系活动记录表 编号：2025-005 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑在线会议 参与单位人 员情况 1、东吴证券、中信证券、中信建投证券、东北证券、国盛证券、民生证 券等研究所相关工作人员。 2、安信基金、东证资管、国海证券、野村证券、瑞银证券、中国北方工 业等 42 家机构和个人投资者，合计 52 位参会者。（排名不分先后） 时 间 2025 年 8 月 25 日（周一）10:00-11:00 地 点 线上会议 上市公司参 会人员 创始人、董事长兼总经理 陶悦群博士 董事、副总经理兼董事会秘书 施贤梅女士 董事、财务总监 卫立治先生 投资者关系 活动交流主 要内容介绍 一、2025 年半年度经营情况分析 财务总监卫立治先生对公司 2025 年半年度经营情况和主要财务指标 进行分析。 二、投资者交流问答 Q1:新一代角塑产品推广情况？巩膜镜推广情况？角塑镜全年展望？ A：（1）DK185 角膜塑形镜推广情况良好，用户普 ...

Core Viewpoint - The article discusses common misconceptions about myopia prevention and treatment in children, emphasizing the importance of accurate eye examinations and appropriate corrective measures. Group 1: Eye Examination Methods - Cycloplegic refraction is a standard method for assessing children's refractive errors, temporarily paralyzing the ciliary muscle to obtain accurate measurements [1] - Quick cycloplegia is suitable for children over 8 years old, using a combination of tropicamide eye drops, with a fast recovery time [1] - Slow cycloplegia, using 1% atropine ointment, is recommended for younger children, providing more accurate results but with a longer recovery time of about three weeks [1] Group 2: Myopia Treatment Guidelines - Children with myopia between 50-300 degrees may not need glasses if their naked eye vision is acceptable (0.8 or above) and they do not experience significant eye strain [2] - For moderate myopia (300-600 degrees) and high myopia (over 600 degrees), it is advised to wear corrective glasses all day to prevent further eye strain and elongation of the eyeball [2] Group 3: Importance of Regular Check-ups - Regular follow-ups every three months are essential after getting glasses to monitor changes in vision and eye axis length, allowing for timely adjustments in myopia management strategies [3] Group 4: Other Common Eye Conditions - Besides myopia, conditions like amblyopia, astigmatism, and strabismus are prevalent in children and require attention [4] - Amblyopia, if not treated by age 6-8, can lead to permanent vision impairment [5] - Astigmatism is often congenital and can be corrected through glasses or contact lenses [6] - Strabismus requires professional evaluation to determine the cause and severity for personalized treatment [7] Group 5: Myopia Prevention Misconceptions - Wearing glasses does not cause eye deformation; they are external aids and do not affect the eye's development [8] - Low-concentration atropine eye drops can slow myopia progression but cannot reverse it [9] - Corrective lenses should match the child's actual refractive error; under-correcting can lead to increased eye strain and worsen myopia [10] - Wearing appropriate glasses does not worsen myopia; in fact, not wearing them can accelerate its progression [11]

Core Viewpoint - The company, Mingyue Lens, has established itself as a leading player in the optical lens market in China, with a strong management team and stable financial performance since its inception in 2002 [1] Group 1: Company Overview - Mingyue Lens has over 20 years of experience in the optical lens field and has consistently led in sales volume in the domestic market [1] - The actual controller holds over 60% of the shares, ensuring clear and concentrated ownership [1] - The lens business is the main source of revenue, with steady growth and continuous optimization of the product structure [1] Group 2: Brand and Innovation Strategy - Since 2018, the company has been advancing a "brand strategy" targeting the mid-to-high-end lens market, forming a product matrix to meet diverse consumer needs [2] - The company maintains a research and development expense ratio of over 3%, achieving self-sufficiency in raw materials and establishing global leading R&D centers [2] - The sales model is diversified, focusing on both direct sales and distribution, with thousands of offline stores and a growing online presence [2] Group 3: Product Development and Market Potential - The company is pursuing a differentiated and high-end development path for its lens products, with a focus on myopia management as a new growth avenue [3] - The company has launched the "Easy Control PRO 2.0" product in 2024, with effective rates for delaying myopia progression at 73.82% and axial growth at 69.3% [3] - A partnership with Xiaomi for AI glasses indicates significant market potential, with early sales exceeding expectations [3] Group 4: Financial Forecast and Investment Outlook - The company is expected to see net profits of 200 million, 220 million, and 260 million yuan in 2025, 2026, and 2027 respectively, driven by brand innovation and product differentiation [4] - The focus on high-potential markets like AI glasses and continuous product upgrades is anticipated to create new growth points for the company [4]

Core Insights - GaoShi Medical's subsidiary GaoShi Innovation Technology has received approval for its "Frequency Domain Biometer" from the Jiangsu Provincial Drug Administration, marking a significant advancement in the company's product offerings [1][2] - The demand for myopia prevention and control is rapidly increasing in China, with the overall myopia rate among youth at approximately 53.6% according to the National Health Commission's "China Eye Health White Paper" [1] - The myopia prevention market in China has seen substantial growth, reaching a market size of RMB 14.68 billion in 2023, representing a year-on-year increase of 43.2% [1] Company Insights - The Frequency Domain Biometer, with registration number SuXieZhuZhun 20252161508, is developed based on a new generation of frequency domain measurement principles, offering higher resolution, faster imaging speed, and better signal-to-noise ratio compared to traditional time-domain products [2] - The device features an innovative dual optical path design, allowing for real-time cross-sectional imaging of the cornea, retina, and choroid during eye parameter measurements, which aids in monitoring myopia progression and screening for complications [2] - GaoShi Innovation has independently developed the device over two years, achieving 100% localization of key optical, mechanical, and electrical components [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 Gaush Meditech Ltd 高視醫療科技有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 責 任 公 司 ） （股 份 代 號：2407） 自願公告 2023年國家衛健委發佈的《中國眼健康白皮書》指出，中國青少年總體近視率約 為53.6%。隨著近視群體的不斷擴大，近視防控需求的市場也迅速增加。沙利 文發佈的《中國眼鏡鏡片行業研究白皮書》指出，近年來我國近視防控市場規 模不斷增長，2022年後開始加速，2023年市場規模已經達到人民幣146.8億元， 同比增長43.2%。生物測量儀是近視防控的關鍵設備，能夠對眼軸長度、角膜 曲率、晶體厚度等進行微米級的精確測量，從而能夠在監測青少年近視進展、 評估近視防控手段的療效等方面起到重要作用，同時也是近視屈光手術術前 精準評估必不可少的設備之一。 – 1 – 高視創新本次獲批的頻域生物測量儀（註冊證編號：蘇械注准20252161508）， 基 ...

Core Viewpoint - The article highlights the growing concern over the marketing and regulation of eye care devices, particularly reading tables and distant screens, which claim to prevent myopia but lack clear medical certification and standards [1][2][10]. Group 1: Industry Standards and Regulations - Current eye care devices like reading tables and distant screens are primarily classified under 3C certification, which is for consumer electronics, rather than as medical devices [8][9]. - There is a significant absence of national standards for these products, with only industry association standards available, leading to confusion and potential consumer deception [10][14]. - Experts call for the establishment of clear regulations and standards to prevent the commercialization of myopia prevention claims and ensure consumer safety [1][16]. Group 2: Consumer Concerns and Misleading Marketing - Many parents are misled by marketing claims that these devices can prevent myopia, often influenced by endorsements from well-known doctors [2][15]. - Some products falsely present themselves as medical devices by showcasing medical registration certificates, which can confuse consumers regarding their actual classification [8][9]. - The marketing strategies employed by companies often exaggerate the effectiveness of these devices, leading to potential violations of advertising laws [15][17]. Group 3: Market Dynamics and Future Directions - The eye care device market is rapidly evolving, with numerous brands entering the space and introducing new products, but the lack of unified standards hampers quality assurance [11][14]. - The increasing prevalence of myopia among children, with rates reported at 52.7% overall, underscores the urgent need for effective and regulated solutions [16]. - Industry experts advocate for a clear classification of these devices based on their intended use and risk, suggesting that those with medical claims should be regulated as medical devices [17][18].

Core Viewpoint - The AI Fund ICBC Healthcare Stock (000831) reported a profit of 209 million yuan for Q2 2025, with a weighted average profit per fund share of 0.1826 yuan, and a net asset value growth rate of 5.88% during the period [2]. Fund Performance - As of July 18, the fund's net asset value growth rates were 17.16% over three months, 28.87% over six months, 26.93% over one year, and -9.65% over three years, ranking 45/54, 38/54, 41/53, and 26/46 among comparable funds respectively [3]. - The fund's Sharpe ratio over the past three years was -0.0674, ranking 25/46 among comparable funds [9]. - The maximum drawdown over the past three years was 36.8%, with the largest single-quarter drawdown occurring in Q3 2022 at 24.01% [11]. Fund Composition and Strategy - As of June 30, the fund maintained an average stock position of 88.71% over the past three years, slightly above the comparable average of 88.19% [14]. - The top ten holdings of the fund as of Q2 2025 included companies such as Heng Rui Medicine, Kelun Pharmaceutical, and BeiGene, among others [19]. Market Outlook - The fund manager expressed optimism regarding long-term trends in refractive surgery technology, increasing penetration rates for myopia prevention, and growth in dental implants and medical aesthetics [2]. - The medical device sector is expected to face challenges in 2024, but a turning point may occur in the second half of 2025 as companies begin to alleviate inventory pressures [2].

Group 1 - The Ministry of Education held a meeting to promote the development of basic education in border areas, focusing on improving public service quality and establishing "border schools" [1] - The National Primary and Secondary School Smart Education Platform launched anti-drug promotional videos to enhance awareness among youth regarding substance abuse [2] - The Ministry of Education released a Q&A on myopia prevention during summer vacation, emphasizing the importance of outdoor activities for at least 2 hours daily to effectively prevent myopia [3] Group 2 - Beijing's transportation authority has cleared over 800 illegally deployed "parent-child bicycles" as part of a special rectification action, identifying three trading platforms and 19 illegal operators [4] - Xueda Education announced that its shareholder, Zhejiang Taizhou Yelinwan Investment Co., Ltd., pledged 5.6 million shares, accounting for 44.98% of its holdings and 4.60% of the company's total share capital [5] - As of the announcement date, the shareholder has cumulatively pledged 12.42 million shares, representing 99.77% of its total holdings and 10.19% of the company's total share capital [5]

Core Viewpoint - The high-priced eye care device "Far Vision Screen" priced at 12,000 yuan is facing strong criticism from parents due to its ineffectiveness and adverse effects on children's eyesight [1][6][11]. Group 1: Product Effectiveness - Multiple parents reported that after using the Far Vision Screen, their children's eye axis length increased instead of stabilizing, leading to concerns about the device's effectiveness [1][6]. - One parent observed that her child's eye axis grew by 0.08mm in the first three months of using the device, while it had previously only increased by 0.01mm without it [5][6]. - The device's claims of preventing myopia are being challenged by medical professionals who emphasize that proper eye care and outdoor activities are more effective [1][12]. Group 2: Customer Experience - Parents expressed frustration over the customer service's contradictory advice, which suggested that more usage is better, despite their children's discomfort and worsening eyesight [9][10]. - Reports from parents on social media platforms indicate widespread dissatisfaction, with many stating that the device did not deliver the promised results and even caused their children's vision to deteriorate [6][10]. - One parent described feeling misled after spending a significant amount on the device, only to find it ineffective and harmful [9][11]. Group 3: Medical Insights - Medical professionals indicate that the primary cause of myopia is prolonged focus on fixed distances, which can lead to eye strain and fatigue [11][12]. - The Far Vision Screen's design aims to simulate outdoor viewing conditions, but experts argue that its actual impact on preventing myopia is minimal [11][12]. - Recommendations for effective eye care include maintaining proper eye hygiene, ensuring adequate outdoor activity, and providing balanced nutrition and sleep [12].

Core Viewpoint - The article discusses the issues surrounding the Anmu Jia reading and writing platform, which has gained popularity on social media but has raised concerns regarding its effectiveness and user experience, particularly in relation to eye health and vision improvement [1][15]. Group 1: Product Performance and User Experience - Consumers have reported that the Anmu Jia reading and writing platform exhibits a noticeable visual distortion, described as a "depression" in the center of the screen, which affects the reading experience [2][4][6]. - Some users, including parents, have experienced discomfort such as dizziness after using the device, leading to questions about its suitability for all users [9][11][13]. - The company acknowledges that individual differences may lead to varied reactions and suggests that consumers should try the product before purchasing [1][6]. Group 2: Market Response and Consumer Behavior - Despite the reported issues, the Anmu Jia reading and writing platform has sold over 10,000 units, with a return rate of approximately 10%, indicating a significant market presence [15]. - Parents are motivated by the desire to improve their children's vision and are willing to invest in such devices, reflecting a broader trend of anxiety regarding childhood myopia [14][16]. - The marketing strategies employed by companies often target parental concerns about vision health, which may lead to impulsive purchasing decisions without thorough evaluation of product quality [16][17]. Group 3: Expert Opinions and Recommendations - Eye care professionals suggest that while the reading and writing platform may help improve posture and reduce the tendency to look down, its overall effectiveness in myopia prevention remains uncertain and requires further clinical research [16]. - Experts recommend that consumers carefully assess the qualifications and certifications of eye care devices before purchase, emphasizing the importance of trying products in-store when possible [16].