不过，眼视光行业目前也仍存在着小散乱弱，行业集中度不高、标准化低、技术滞后等痛点。以往的眼 健康服务生态中，眼科医院端侧重于综合眼科疾病的诊疗服务，网点有限，部分机构并未设置视光中 心，配镜处方还需到院外选购眼镜，给客户带来不便。行业的另一端，传统的眼镜店虽然分布广泛，产 品可及性高，但服务的专业度不高，且盈利模式单一，也无力引进数字疗法等新技术，同质化竞争激 烈。在此背景下，眼视光机构就成为链接医院医疗服务和眼镜店消费服务的创新型业态。作为眼健康体 系的初级单位，眼视光机构不仅可肩负基础保健和健康监测的沿哨重任，也能与疑难杂症、手术为主的 眼科医院形成优势互补，成为布局广泛的传统眼镜店向专业化眼视光服务机构转型的重要趋势。而大型 眼科连锁机构以其品牌、技术和资本优势，有望成为这场行业升级的重要推动力量。 面对市场机遇和挑战，何氏眼科在不断巩固传统眼科医疗领域竞争优势，实现内生增长的同时，公司于 去年启动了视光全国加盟连锁项目，融合了基因检测、人工智能、数字化远程服务等先进技术，以及眼 产业的全链条服务与产品，依托三十年积淀的品牌、运营、培训和产业资源等多方面优势，旨在构建覆 盖全国的眼健康服务网络，让更多人 ...

新设备术中单眼透镜扫描制作时长缩至10秒内 全飞秒手术技术经过十余年的发展，已在全球范围内取得广泛应用，国内手术量突破750万例，全球超 过1100万例。此次引进的新一代机器人全飞秒VISUMAX 800，搭载了新微创全飞秒手术SMILE pro技 术，该技术于2021年在国外应用于临床，2025年1月正式通过中国国家药品监督管理局审批。 新微创全飞秒手术SMILE pro在保留全飞秒SMILE"无瓣、微创"特点的基础上，进一步升级了精准化、 个性化、智能化维度。手术中单眼透镜扫描制作时间从23秒缩短至10秒内。 7月5日，东莞首台新一代的机器人全飞秒VISUMAX 800近视手术设备在东莞爱尔眼科医院成功装机， 标志着东莞屈光手术正式迈入"智能机器人辅助"新时代。与此同时，该设备搭载的新微创手术SMILE pro技术也同步发布。 眼科技术手术"数智化"发展是趋势 "近视矫正手术的安全、有效和稳定一直是近视患者的核心诉求。此次引进新技术，将在精准化、智能 化、人性化方面实现重大突破，为近视患者提供更多样化近视矫正方案。"全国眼内镜矫治青年专家协 作组组员、东莞爱尔眼科医院屈光科主任陈晓蓓表示。 她介绍，随着眼 ...

一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 云知声 港股｜挂牌上市 据IPO早知道消息，云知声智能科技股份有限公司（以下简称"云知声"）于2025年6月30日正式 以"9678"为股票代码在港交所主板挂牌上市，成为"港股AGI第一股"。 作为中国AGI技术的先行者，成立于2012年的云知声在以深度学习模型发布为标志的人工智能自然 语言处理取得突破后不久，即利用自己在交互式AI方面的研发专业知识和自成立以来获得的市场洞 察力，推出首个基于BERT的大语言模型UniCore，作为自己的中心技术平台云知大脑的初始核心算 法模型，并为广泛的垂直行业的客户赋能一系列AI解决方案。 2016年，云知声战略性地开始建立Atlas AI基础设施，其基于云知声的智算集群，高效地为机器学 习任务动态调度强大的算力，同时这也前沿AI模型的开发、优化和商业化提供重要支撑。目前，云 知声的智算集群拥有超过184 PFLOPS的计算能力，以及超过10PB的存储容量。在过去几年 UniCore的演进和优化的基础上，云知声于2023年推出了一个拥有600亿个参数的自有大语 ...

Summary of Key Points Core Viewpoint The company, Opcon Vision Technology Co., Ltd., is changing part of its fundraising purpose to acquire a 75% stake in Suqian Shangyue Qicheng Hospital Management Co., Ltd. This strategic move aims to enhance operational efficiency and align with the company's long-term development goals. Group 1: Fundraising and Financial Overview - The actual amount raised from the stock issuance was RMB 149,406.89 million after deducting issuance costs, with funds received in June 2022 [2][3]. - As of December 31, 2024, the company has utilized RMB 39,677.38 million of the raised funds, with a remaining balance of RMB 12,726.07 million after accounting for interest and investment income [3][4]. - The company plans to redirect RMB 23,373.00 million from the "Community Optical Service Terminal Construction Project" to fund the acquisition of Shangyue Qicheng [4][5]. Group 2: Acquisition Details - The total investment for acquiring a 75% stake in Shangyue Qicheng is RMB 33,390.00 million, with RMB 23,373.00 million sourced from the raised funds and RMB 10,017.00 million from the company's own funds [5][9]. - The acquisition aligns with the company's dual-driven development strategy of "full optical products + all-age optical services," enhancing its market presence in Yunnan Province [7][8]. - Shangyue Qicheng has established a comprehensive operational system and possesses strong brand recognition and profitability potential in the region [7][12]. Group 3: Financial Performance and Projections - Shangyue Qicheng's audited financial data shows total assets of RMB 11,073.59 million and net assets of RMB 6,151.34 million as of the latest report [14]. - The company has committed to achieving specific net profit targets from 2025 to 2029, with a minimum of RMB 3,900 million in 2025 [24]. - Future revenue growth is projected based on the expansion of service offerings and market penetration strategies, with a focus on medical services and optical products [21][22].

普瑞眼科：截至目前未与智能眼镜相关企业开展合作项目 金十数据7月4日讯，普瑞眼科在互动平台表示，截至目前，公司未与智能眼镜相关企业开展合作项目， 未来如涉及重大业务拓展，公司将根据信息披露规则及时公告。 ...

Core Viewpoint - Chengdu Puri Eye Hospital Co., Ltd. has been established with a registered capital of 100 million yuan, focusing on medical services, third-class medical device operations, and eyewear sales excluding contact lenses [1] Company Summary - Chengdu Puri Eye Hospital is fully owned by Puri Eye Care [1] - The company aims to expand its operations in the healthcare sector, particularly in ophthalmology [1] Industry Summary - The establishment of new eye care facilities indicates growth in the healthcare industry, particularly in specialized medical services [1] - The focus on third-class medical devices and eyewear sales reflects a trend towards integrated healthcare solutions [1]

今天，一間創新驅動的國際眼科生物科技公司的Cloudbreak Pharma Inc.（即撥康視雲製藥有限公司）將開始招股。憑藉撥康視雲深厚的研發創新能力和顯著 的產品潛力，此次以18A規則在港股上市，借助資本市場加速發展。公司自成立以來持續深耕眼科創新藥領域，致力於內部發現、開發及商業化同類首創及 同類最佳眼科療法。 持續研發直面雙十定律，候選藥物管線豐富 誠然，撥康視雲所處的新藥研發領域具有高研發、長週期的特點，業內形象稱之為"雙十定律"（耗時超10年、資金超10億美金）。面對行業挑战，撥康視雲 深知持續的研發投入是保持其核心競爭力的關鍵。招股書顯示，2022年、2023年以及2024年公司的研發費用分別達到了15.3百萬美元、27.5百萬美元及37.9 百萬美元。可見，公司積極履行對創新研發的堅定承諾和對未來增長的長期投資。 撥康視雲自主開發的候選藥物管線，利用突破性技術提供了潛在的同類首創藥物解決方案，管線由八種候選藥物組成，覆蓋眼睛前部及後部的主要疾病。雖 尚未有具體產品的商業化，但作為一家臨床階段生物科技公司，相較眼前不可避免的財務虧損，管線的臨床進展及未來市場前景顯得更為重要，這也直接關 係到公 ...

Core Viewpoint - The Chinese eye care industry is undergoing significant transformation driven by the dual forces of rising public demand for eye health and technological innovation [1][2] Group 1: Industry Transformation - The eye care industry is leveraging advanced technologies such as artificial intelligence, genetics, and stem cells to enhance eye health services towards intelligent, precise, and inclusive solutions [1] - The establishment of a nationwide eye health service network through a franchise model aims to provide high-quality eye care services to a broader population, promoting professionalization and standardization within the industry [1] Group 2: Conference Highlights - The 2025 China Eye Care Operation and Development Conference featured four main discussion panels focusing on industry trends, technological innovations, digital transformation, and operational management [2] - Experts emphasized the importance of visual health as a fundamental aspect of overall health, aligning with the "Healthy China" strategy, particularly in areas like myopia prevention in children and elderly eye health services [2] Group 3: Talent Development - The launch of the "Light of Vision" talent training program aims to build a comprehensive talent pipeline across the eye care industry, supported by authoritative resources from the National Health Commission and professional expertise from Liaoning He Eye Hospital [2] Group 4: Specialized Activities - Various specialized activities, including roundtable discussions and satellite meetings, were held to explore topics such as industry transformation practices and innovative models for myopia prevention [3] - Participating companies showcased their latest products and technological advancements during the conference [3]

Core Viewpoint - The company, He Shi Eye Hospital, is facing significant challenges, including a substantial decline in stock price and ongoing shareholder reduction pressures, amid a competitive landscape in the ophthalmology industry [1][3][7]. Company Summary - He Shi Eye Hospital's major shareholder, Advanced Manufacturing Industry Investment Fund, plans to reduce its holdings by up to 3.1061 million shares, representing 2% of the total share capital, marking the second attempt for a similar reduction [3]. - The company's stock price has dropped over 60% from its historical peak, closing at 21.82 yuan per share as of July 2, 2025 [1][3]. - Since its establishment in 1995, He Shi Eye Hospital has expanded from a small clinic to a group-based ophthalmology service provider, currently operating 127 service institutions as of the end of 2024 [6]. Financial Performance - In 2022, He Shi Eye Hospital reported a revenue of 9.55 billion yuan, a slight decrease of 0.74% year-on-year, with a net profit of 0.33 billion yuan, down 61.55% [7]. - The financial situation worsened in 2024, with revenue declining by 7.56% to 10.96 billion yuan and a net loss of 0.2739 billion yuan, marking a 143.11% year-on-year decline [7][8]. - Compared to competitors like Aier Eye Hospital, which maintained a revenue growth rate of around 20%, He Shi Eye Hospital has experienced negative growth since its IPO [7][9]. Industry Context - The ophthalmology market in China is undergoing significant changes, with the number of private eye hospitals increasing from 890 to 1,609 between 2019 and 2023, reflecting a compound annual growth rate of 15.4% [9]. - He Shi Eye Hospital's main business segments, including cataract, optical, and refractive services, have all faced revenue declines due to increased competition from larger players [9][10]. - The industry is also impacted by policy changes, such as the reform of medical insurance payment methods and centralized procurement of medical supplies, which have reduced procurement costs by 60% but also compressed profit margins [10].

作为聚焦"金眼银牙"黄金赛道的临床阶段生物科技公司，拨康视云以创新药管线为核心竞争力，自主研 发产品直指"同类首创"与"同类最佳"。其中，核心产品CBT-001用于治疗翼状胬肉眼表疾病，为全球首 创并已进入三期临床试验。CBT-009用于治疗青少年近视，三期临床试验预计于2025年底前启动，产品 市场前景广阔。 7月3日，苏州高新区企业拨康视云生物医药科技(苏州)有限公司(股票简称：拨康视云，股票代码： 2592)在港交所上市。公司本次发行价格为10.1港元，共发售6058.2万股，募资总额6.12亿港元。这是高 新区在全球创新药领域的首家上市企业，截至目前，全区境内外上市企业累计达37家，资本市场"高新 军团"不断发展壮大。 拨康视云是一家以创新驱动的临床阶段眼科生物科技公司，致力于开发新型及差异化疗法，尤其是内部 发现、开发及商业化同类首创及同类最佳眼科疗法。目前，拨康视云已建立一个由7种候选药物组成的 广泛而创新的管线，可覆盖眼睛前部及后部的主要疾病。 近年来，围绕"0620"产业体系，高新区坚持主导、新兴、未来产业一起抓。作为三大新兴产业之一，全 区已集聚医疗器械及大健康产业相关企业超1400家，产值 ...