Core Viewpoint - Aier Eye Hospital has emphasized cost reduction and efficiency improvement in response to its first decline in net profit since its listing, highlighting the need for strategic changes to adapt to market conditions [1][5][6]. Group 1: Cost Reduction and Efficiency Improvement - Aier Eye Hospital has been actively engaging with multiple institutions, discussing strategies for cost reduction and efficiency enhancement [2]. - The company aims to leverage AI research, digital transformation, and cross-disciplinary integration to convert its advantages into new productive forces, thereby improving traditional medical technologies and service models [2][3]. - Aier Eye Hospital has outlined various methods for cost reduction, including process optimization, management improvement, organizational restructuring, and group purchasing [2][3]. Group 2: Financial Performance - In 2024, Aier Eye Hospital reported a decline in its net profit for the first time since its IPO, with revenue, net profit, and net profit excluding non-recurring items recorded at 20.983 billion, 3.556 billion, and 3.099 billion respectively, reflecting year-on-year growth rates of 3.02%, 5.87%, and -11.82% [6]. - The company’s sales expenses increased from 1.066 billion in 2020 to 2.152 billion in 2024, a growth of 101.88%, while management expenses rose from 1.425 billion to 2.989 billion, a growth of 109.75% [3][4]. - Aier Eye Hospital's gross margin in the medical sector decreased to 48.03%, down 2.73% year-on-year, with specific project margins also declining [8][9]. Group 3: Market Challenges - The company faces challenges from a cautious consumer spending environment, intensified market competition, and reforms in medical insurance payment methods, which have impacted its performance [6]. - Despite these challenges, Aier Eye Hospital believes that the fundamental demand for eye health remains strong, and it is committed to high-quality development and refined management to enhance its market share [6].

证券代码：300015 证券简称：爱尔眼科 爱尔眼科医院集团股份有限公司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 □其他（请文字说明其他活动内容） 参与单位名 称及人员姓 名 中信建投：华冉；君和资本：崔雨菲；新华资产：李浩；南方基 金：秦乾一；长江证券：蔡念恒；Principal Asset Management： 张一凡；大家资产：蒯学章；太平资产：汪腾、冯宝龙 时间 2025 年 7 月 17 日 地点 公司会议室 上市公司接 待人员姓名 董秘：吴士君 董事会办公室工作人员 投资者关系 活动主要内 容介绍 1、请问公司怎么看待海外市场和相关发展策略？ 答：海外市场各不相同，总体来看竞争环境相对宽松，主要 依靠技术实力和品牌影响力拓展份额。经过八年"出海"，我们 感受到海外的市场空间极大，我们重点考虑内生增长能力强的并 购标的，只有内生能力强，外延扩张才可持续。 欧洲地区： 2017 年，公司收购西班牙上市公司 ClínicaBaviera.S.A （"CB"），医疗网络覆盖西班牙、德国、意大 ...