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解码近视手术——专访昆明爱尔眼科医院院长韩芳
Xin Hua Wang· 2025-04-01 10:15
问:如今随着医疗技术的飞速发展,近视手术方式日新月异,请介绍一下近视手术的一些技术原理 以及目前常用的一些手术方式类型。 问:安全性是患者较为关心的问题,在近视手术的过程中,爱尔眼科医院会采取哪些措施来全方位地 保障患者的手术安全? 全流程的管理才能够保证手术的安全。首先是整个团队的配合,从术前开始就要为患者进行全方位 的术前检查,在国内要求激光类手术有11项的必备检查,在爱尔眼科医院会达到20多项,这么多数据汇 总是为了得到一个更完整的患者资料,进行更精准的个性化的设计。 其次是在手术中必须保证设备的安全运行、医护团队的高效配合、检眼师术前测量的精准性,保证 手术医生在手术当中稳定娴熟的技术和患者良好的沟通和配合。 目前近视手术分为"加法手术"和"减法手术"两大类主流的方式。"减法手术"就是激光类手术,又分 为半飞秒手术、全飞秒手术以及表层手术;"加法手术"是ICL植入术,也就是有晶体眼的人工晶状体的 植入手术。 "减法手术"里半飞秒手术也就是LASIK手术,它主要是在角膜基质上做一些切削,然后使角膜曲率 改变,从而获得一个清晰的术后视力;全飞秒手术是做一个非常微创的小切口,然后在角膜基质上做一 个透镜,再 ...
何氏眼科:创新守护“光明”之路
本报记者 李勇 1995年,从一个百余平方米的小门诊开始,辽宁何氏眼科医院集团股份有限公司(以下简称"何氏眼 科")秉承"科技人文"的经营理念,致力于让每一个人都可以拥抱光明的世界。目前,其已成长为一家 拥有百余家服务机构的知名眼科上市公司。 近日,《证券日报》记者来到何氏眼科,就公司的创新发展进行了采访。 从小诊所到知名眼科机构 何氏眼科的创立,源于公司创始人、董事长何伟博士"科技报国、科技惠民"的初心。 1987年,何伟被国家选派赴日本攻读医学博士学位,留学期间,何伟十余次回国义诊,见到了许多因病 致盲、又因盲致贫的患者。"我必须回到祖国,毫无保留地运用自身所学,为国家的防盲治盲事业贡献 微薄力量。"一次次的义诊经历让何伟感受到作为一名医者的责任与使命。 1995年,学成回国的何伟开启了创业之路,从125平方米的小眼科门诊开始,何氏眼科不断生根发芽, 发展壮大。 "刚涉足眼科时,我的愿望仅是做一名优秀的医生,后来发现个人的力量是微不足道的,我要开设一所 眼科医院。再后来,我进一步认识到,需要一个全方位的眼健康解决方案。"何伟向记者表示,从何氏 眼科创立之初,他就构想了一个集医、教、产、研于一体的眼健康生态 ...
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]
屈光业务量价齐升 爱尔眼科称眼科行业显现积极信号
Group 1 - The ophthalmology industry is showing positive signals, with Aier Eye Hospital reporting an increase in both volume and price for refractive services [1][2] - In 2024, Aier Eye Hospital's operating indicators showed year-on-year growth, with revenue reaching 16.302 billion and net profit at 3.452 billion, surpassing the total net profit for 2023 [1] - The company is focusing on various areas such as medical services, international business expansion, talent development, digital transformation, and academic research [1] Group 2 - The macroeconomic environment is improving, benefiting the ophthalmology sector, with government policies aimed at boosting consumption and investment [2] - The demand for refractive surgery is increasing due to factors like youth myopia prevention and an aging population, with new technologies like All-Laser and ICL V5 being introduced [2][3] - Aier Eye Hospital has launched advanced surgical techniques and is leveraging AI in healthcare, enhancing service delivery and operational efficiency [3]
爱尔眼科(300015) - 2025年03月24日投资者关系活动记录表
2025-03-25 07:12
Group 1: Company Performance and Strategy - The company is experiencing stable operations and positive signals in the ophthalmology industry, with a focus on core business and high-quality development despite challenging external conditions [1] - The demand for ophthalmology services is expected to rise due to the implementation of national growth policies and economic recovery [1] - The company is committed to high-quality development, emphasizing innovation and reform to enhance core competitiveness [1] Group 2: Artificial Intelligence Applications - The company is actively integrating artificial intelligence (AI) to enhance medical capabilities, diagnostic efficiency, service quality, and management systems [2] - AierGPT, a specialized AI model for ophthalmology, has been deployed to improve service quality and digital transformation in eye care [2] - The digital human "Eyecho" is enhancing clinical service efficiency by integrating AI technologies across various service scenarios [2] Group 3: Refractive Surgery Business - The refractive surgery business is showing a positive trend with an increase in both volume and pricing, attributed to brand enhancement and upgraded surgical techniques [3] - New surgical techniques, such as All-Laser LASIK and ICL V5, are being introduced to meet diverse patient needs [3] - The penetration rate of refractive surgery in China remains low compared to developed countries, indicating significant growth potential [3] Group 4: International Expansion and Acquisitions - The company is pursuing a cautious and quality-focused approach to international acquisitions, ensuring thorough due diligence on potential targets [4] - Currently, overseas business accounts for 10%-15% of total revenue, with plans for further expansion [4] - The company has gained nearly a decade of international management experience, facilitating effective integration and collaboration across regions [4] Group 5: Future Outlook - The company anticipates challenges in 2024 due to a complex economic environment but remains focused on maintaining stable growth [4] - Key factors for future success include a mature medical service network, a patient-centered approach, and increasing demand for eye care services due to demographic trends [4] - The company aims to leverage its brand, technology, and talent to meet evolving patient needs and expand market presence [4]
广发证券 新消费主义研究
2025-03-18 14:57
Summary of Key Points from Conference Call Industry Overview - The conference call primarily discusses the **apparel and home textile industry** in China, with a focus on retail performance and emerging trends in consumer behavior [2][4][6]. Core Insights and Arguments - **Retail Performance**: In January-February 2025, retail sales of clothing, shoes, and textiles from key enterprises increased by **3.3% year-on-year**, showing improvement compared to declines of **4.5%** in November 2024 and **0.3%** in December 2024. This indicates a recovery in the apparel and home textile consumption [2][3]. - **Online vs. Offline Sales**: Offline retail is outperforming online sales, suggesting a shift in consumer preference towards physical shopping experiences [2]. - **Children's Apparel Market**: The introduction of child-rearing subsidies in Hohhot is expected to positively impact the children's clothing market, with approximately **33 provinces and cities** implementing similar policies. In 2021, clothing and footwear accounted for **26%** of the maternal and infant consumption market, indicating significant growth potential in children's apparel [6]. - **Discount Retail Sector**: The discount retail sector is thriving, with strategic partnerships, such as that between **Hailan Home** and **JD.com**, expected to drive growth. The government’s consumer stimulus policies are also beneficial for the apparel and home goods sectors [7][9]. - **Investment Recommendations**: Companies like **Semir Apparel**, which leads in the children's clothing market, are recommended due to their strong brand positioning and expansion strategies. Other notable companies include **Anta Sports**, **Li Ning**, and **361 Degrees**, which have significant children's apparel lines [8]. Emerging Trends - **Demand for UHMWPE**: The demand for **Ultra-High-Molecular-Weight Polyethylene (UHMWPE)** is projected to grow at approximately **20% annually**, with applications expanding across various sectors. Companies involved in UHMWPE production, such as **Nanshan Zhishang** and **Henghui Security**, are recommended for investment [4][5]. - **Consumer Behavior**: There is a notable trend towards value-for-money products, with consumers increasingly seeking high-quality items at lower prices, particularly in the apparel sector [9]. - **Social Consumption Trends**: The total retail sales of consumer goods in January-February 2025 grew by about **4% year-on-year**, indicating a stabilization in consumer spending [2][10]. Additional Important Insights - **Market Dynamics**: The apparel and home textile industry is expected to see a gradual acceleration in performance due to low base effects from previous years, despite potential fluctuations in end-demand [4]. - **Investment Strategy**: The focus should be on companies that can adapt to changing consumer preferences, particularly those that emphasize quality and affordability. The potential for growth in the children's apparel segment is significant, driven by demographic policies and changing consumer habits [6][8]. - **Discount Retail Viability**: The discount retail model is positioned to thrive in economic downturns, as consumers become more price-sensitive. This sector is expected to benefit from existing inventory pressures among apparel brands [9]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and future outlook of the apparel and home textile industry in China.
【华创医疗服务前瞻系列1】屈光专题:新术式、新需求
华创医药组公众平台· 2025-03-07 08:59
Group 1 - Refractive surgery is a surgical procedure that corrects vision by altering the eye's refractive system, primarily targeting myopia, hyperopia, and astigmatism [3] - The refractive surgery market is experiencing a new wave of transformation driven by advanced technologies such as precise femtosecond laser 4.0, all-light sculpting, and EVO+ICL, which are expected to significantly increase the average transaction price [1][2] - The domestic refractive surgery market was nearly 35 billion yuan in 2022, with a low penetration rate of 0.7 surgeries per thousand people in 2021, indicating substantial room for growth compared to developed countries like the US, which had 2.6 surgeries per thousand people [1][30] Group 2 - The refractive surgery sector is a core business in private ophthalmology, contributing significantly to profit growth due to its large market size and strong profitability [1][41] - The introduction of new technologies and equipment is anticipated to stimulate demand, leading to a potential price increase in refractive surgeries, alongside a recovery in consumer expectations [1][41] - Companies such as Aier Eye Hospital, Huaxia Eye Hospital, and others are recommended for attention due to their positioning in the growing refractive surgery market [1][41] Group 3 - The evolution of refractive surgery equipment has been steady, with significant advancements occurring approximately every decade, culminating in the upcoming launch of the VISUMAX 800 and SMILE pro in 2025 [8][12] - The new femtosecond laser 4.0 technology offers enhanced precision and customization, with a higher average transaction price compared to previous versions [9][10] - The all-light sculpting technique utilizes a 3D model of the eye and AI algorithms for personalized treatment, marking a significant advancement in refractive surgery [14] Group 4 - The refractive surgery market is expected to see a dual impact on performance and valuation due to technological upgrades and the release of pent-up demand [1][41] - The average age of patients undergoing refractive surgery in China is significantly lower than in Europe, indicating a different demographic focus and potential for market expansion [37][38] - The introduction of new materials like EVO+ICL (V5) and Longjing PR is expected to enhance visual quality and safety for patients, further driving market growth [21][27]
奖项报名倒计时!首届全球眼科大会
思宇MedTech· 2025-03-01 12:03
文章来源:眼未来 ; 编辑:七鸢 转载要求:首发24小时后可转载,需注明来源 为给予更多优秀眼科技术公司、医疗机构、眼科设备制造商及其他相关单位充分的时间准备和完善申报材料,主办方 眼未来 、 思宇MedTech 现决定将 奖项评选报 名截止时间延期至 2025年3月4日24:00 。 此次延期旨在为有意参选的各方提供更充裕的时间窗口,以便大家能够更全面、深入地 展示自身在眼科医疗器械领域的创新成果与卓越贡献,分享前沿经验,推动 眼科医疗技术的持续进步 。 请有意参选的单位务必在新的截止日期前,通过以下链接提交完整的申报资料 : https://docs.qq.com/form/page/DUFFzVnJ1eFJLbGxQ 如有任何疑问或需进一步协助,可随时联系眼未来&思宇MedTech的工作人员, 手机号: Ziana 13552754250 微信号 Ziana:suribot22 Alice:suribot21 全球宣传,美通社、美联社、路透社等同步报道; 国内主流传统媒体同步报道 (覆盖科技日报、中国青年报、新华网、健康报、北京日报等); 获奖结果常驻眼未来文章底栏,每天曝光、长达一年;一对一推送眼未来 ...
医保局出手!眼科类医疗服务价格项目
思宇MedTech· 2025-02-19 03:46
报名:首届全球心血管大会 | 奖项评选 报名:首届全球骨科大会 | 奖项评选 近期, 国家医保局 正式印发 《眼科类医疗服务价格项目立项指南(试行)》 , 整合规范眼科类医疗服务价格项目 ,助力守护眼健康。 据悉,眼科类立项指南将563项技术规范项目映射整合为 125项 ,分为 临床诊察类项目、非手术治疗类项目和手术类项目 三大类。其中,在临床诊察类项目中,对 可能存在重叠的眼科检查项目,如"眼压检查"和"眼压检查(青光眼激发)"明确不得同时收费。 在规范统一现行价格项目的同时,立项指南对技术劳务价值高、风险程度大的复杂情况和复杂操作,实行复杂情况单独立项,体现技术难度差异。例如, 明确设立 人工晶状体植入费 ,并根据患者病情不同设立常规、复杂情况。为防止出现晶状体位移,需悬吊人工晶状体或植入张力环时,手术难度显著提高,可按复杂情况收 费。 针对眼科医疗服务中美容类项目的特殊性,立项指南在计价说明中明确眼袋整形术、重睑术(双眼皮手术)等属于美容整形常用项目,供各地在制定价格管理方式 时参考。为积极支持创新技术转化,立项指南将目前群众熟知的 "飞秒激光近视矫正手术"单独立项 。 此外,立项指南还关注儿童近视、弱 ...