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 ...

Financial Data and Key Metrics Changes - For Q2 2025, the net loss attributable to common stockholders was $8.8 million or $2.5 per share, compared to a net loss of $11.1 million or $16.65 per share for Q2 2024, indicating an improvement in financial performance [23] - Research and development expenses decreased by $3.9 million or 85% to $700,000 in Q2 2025 from $4.6 million in Q2 2024, primarily due to the termination of the CHAPERONE study [24] - General and administrative expenses increased by $3.9 million or 104% to $7.7 million in Q2 2025 from $3.8 million in Q2 2024, driven by higher noncash stock-based compensation and professional fees [24] - Interest expense decreased to $500,000 in Q2 2025 from $700,000 in Q2 2024, reflecting a reduction in outstanding debt [25] - As of June 30, 2025, unrestricted cash and cash equivalents were $7.5 million, up from $2.1 million as of December 31, 2024, indicating improved liquidity [25] Business Line Data and Key Metrics Changes - The company has established a cryptocurrency-based treasury reserve strategy, acquiring over 1.5 million HYPE tokens, which is expected to enhance returns compared to traditional cash reserves [7][8] - The treasury strategy has provided necessary resources for advancing the Gen two Optejet user fill device, which is on track for FDA registration [9] Market Data and Key Metrics Changes - The company is positioned to benefit from the growing adoption of digital currencies and the acceleration of related innovations, as indicated by strong signals from institutional players like BlackRock and JPMorgan [12] - The establishment of a strategic treasury reserve based on the HYPE token differentiates the company from others adopting digital asset treasury strategies [8] Company Strategy and Development Direction - The company is focused on executing a pioneering cryptocurrency treasury reserve strategy that aims to create long-term value for shareholders [26] - There is an emphasis on enhancing operational focus and strategic direction by filling key leadership roles with individuals experienced in digital assets [10] - The company is exploring partnerships within the Hyperliquid ecosystem and other platforms to maximize treasury deployment [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strategy's potential to generate significant and enduring revenue for shareholders, citing favorable market conditions and regulatory clarity for stablecoins [12] - The company remains committed to completing the FDA registration for the Optejet device and finding a suitable commercialization partner [27] Other Important Information - The company hosted a successful webinar discussing its strategy and the unique aspects of the HYPE token and Hyperliquid platform [9] - The company is actively engaged in initiatives to enhance shareholder value through innovative treasury strategies and ecosystem engagement [26] Q&A Session Summary Question: Why purchase HYPE D shares instead of investing in HYPE directly? - The company provides regulated exposure to the HYPE ecosystem without the need for investors to manage keys or wallets, making it more accessible for public market investors [19] Question: What are the key future catalysts for the company? - Future catalysts include growth in Hyperliquid trading volumes, ecosystem partnerships, and new on-chain primitives that drive demand for hyperliquidity [21]

Core Insights - Shanghai Jieshi Medical Technology Co., Ltd. successfully completed a Series B financing round led by Yunsheng Investment, with Xingliang Investment participating, to accelerate the commercialization of core products, new product development, and market expansion [1] Company Overview - Jieshi Medical was established in January 2013 in Zhangjiang Medical Device Industrial Base, focusing on solutions for retinal diseases and vision restoration, with a product matrix that includes several products approved for sale in China [1] - The company has developed a range of products including Jieshi® perfluoropropane gas, Zhongshui® perfluorohexane for ophthalmic surgery, and various single-use ophthalmic puncture systems, among others [1] Product Innovations - The Jieshi® perfluoropropane gas, which received NMPA Class III certification in February this year, is the first domestically approved long-acting filling gas for ophthalmic use, specifically designed for vitreoretinal surgery [1][2] - The product is characterized by its high purity (99%) and unique design that addresses the high costs and infection risks associated with imported products, thus improving patient treatment timelines [2] - The Zhongshui® perfluorohexane is noted as the only second-generation heavy water in China, offering higher purity (≥ 99.98%) and improved safety features compared to first-generation products [2] Market Potential - The demand for ophthalmic medical devices is expected to rise due to aging populations and economic development, positioning Jieshi Medical as a key player in the domestic market [3] - The company aims to fill gaps in the domestic market with innovative products, leveraging its experienced team to address clinical pain points through product development [3][4] - The overall market for ophthalmic medical devices in China is anticipated to improve as more innovative companies like Jieshi Medical emerge, enhancing the domestic replacement rate in this sector [4]

STAAR Surgical Company (STAA) FY Conference Summary Company Overview - STAAR Surgical is a 43-year-old company recognized as a global leader in ophthalmic surgery, offering a superior solution to LASIK with its EVO ICL lens technology [3][4] - The company operates in 75 countries, holding a significant refractive market share, particularly in Japan where it has a 70% share due to negative perceptions of LASIK [5][6] Core Points and Arguments - **Product Advantages**: The EVO ICL lens is reversible, provides UV protection, does not induce dry eye, and preserves corneal tissue, leading to rapid recovery and better contrast vision [4][12][14] - **Market Position**: STAAR holds approximately 12% of the global refractive market share, with significant opportunities for growth, especially in China and India [6][20] - **Growth Drivers**: The company anticipates growth driven by macroeconomic improvements and increased patient comfort with surgical options as word-of-mouth spreads [6][10][30] - **Financial Performance**: In FY 2024, STAAR reported revenues of $313.9 million, a 3% decline from FY 2023, primarily due to challenges in the Chinese market [10][34] - **Margins**: Gross margins decreased from 78.5% to 65.8% due to reduced production volume and increased reserves for obsolete inventory [35] Challenges and Strategic Focus - **Market Challenges**: The company faces headwinds from patient reluctance to pursue surgical options, particularly in the U.S., where fear of surgery is a significant barrier [6][27] - **China Market Concerns**: There are investor concerns regarding inventory levels and tariff issues in China, but the company believes these are transitory and manageable [21][41] - **Operational Restructuring**: STAAR is undergoing a restructuring to reduce SG&A expenses to a $225 million run rate, which is expected to improve financial health [36][42] Future Outlook - **Market Potential**: The myopia epidemic is expected to grow, with projections indicating that 50% of the global population may be affected by 2050, presenting a substantial market opportunity for STAAR [45] - **Long-term Confidence**: The company is optimistic about returning to historical earnings and cash flow generation as macroeconomic conditions improve [46][51] - **Strategic Shift**: There is a focus on expanding the market beyond current surgical candidates to include those using glasses and contacts, aiming to increase overall market penetration [55] Additional Insights - **Regulatory Wins**: Recent approvals in China for new product variations are seen as positive developments that could enhance market presence [17][22] - **Sales Growth**: Despite challenges, the company achieved a 9% year-over-year growth in markets outside of China, indicating resilience and potential for recovery [38] This summary encapsulates the key points discussed during the STAAR Surgical conference, highlighting the company's strengths, challenges, and strategic direction moving forward.

Core Insights - The company achieved a revenue of 1.41 billion (+48.24%) and a net profit of 388 million (+27.77%) in 2024, with the vision care business still in the cultivation phase [1] - The artificial crystal sales volume offset the impact of price reductions from centralized procurement, with the vision care business revenue proportion increasing to 30% [2] - The gross profit margin for 2024 was 66.23% (-9.78pp), primarily affected by the increased revenue share from lower-margin contact lens products [3] Group 1: Financial Performance - In Q4 2024, the company reported a revenue of 335 million (+18.26%) and a net profit of 71 million (+36.15%) [1] - For Q1 2025, the company achieved a revenue of 357 million (+15.07%) but experienced a decline in net profit to 93 million (-10.05%) due to multiple factors [1] - The artificial crystal revenue was 588 million (+17.66%) with a sales volume increase of 44.93% [2] Group 2: Product Performance - The "Puno Tong" orthokeratology lens generated revenue of 236 million (+8.03%) with a sales volume growth of 2.40% [2] - Contact lens revenue surged to 426 million (+211.84%) with a sales volume increase of 241.11%, driven by increased production capacity and market investment [2] - The first domestic intraocular lens, "Longjing," was approved for market release in early 2025, filling a gap in domestic intraocular lens products [3] Group 3: Cost and Profitability Metrics - The gross profit margin decreased due to the higher revenue share from lower-margin contact lens products [3] - The net profit margin for 2024 was 27.45% (-2.62pp), with Q1 2025 showing a slight improvement to 25.14% [3] - The company maintains a strong pipeline of innovative projects, including the recently approved artificial crystalline lens [3]

为加强全球眼科医疗器械行业的交流合作，促进中国眼科医疗技术的创新发展，推动最新科技在眼科领域的应用，"眼未来"拟于 2025年4月17日（星期四） ， 在北 京中关村展示中心举办 首届全球眼科大会（Global Ophthalmology Conference 2025，简称GOC2025）暨创新颁奖典礼 。 报名：复制以下链接到 IE 浏览器或点击文末"阅读原文" https://hdxu.cn/116t9 或扫描下方二维码进行填写 特 别 提 示 展会还有少量空余展位，欢迎有意参展的企业积极报名 首届全球眼科大会 Tip 展会日程 一、活动时间： 2025年4月17日 星期四 二、活动地点： 北京市中关村自主创新示范区展示中心（海淀桥西北角） 三、举办单位： 眼未来｜思宇MedTech；中关村联新生物医药产业联盟；北京中关村科学城创新发展有限公司；启迪之星 四、会议规模： 现场参会嘉宾500人 Global Ophthalmology Conference 2025 鹰瞳Airdoc CEO 常献刚 《眼科手术机器人医工转化实践》 五、大会亮点： 1. 眼科创新主题演讲和圆桌论坛 ，覆盖眼科器械各个方向话 ...

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 暂定议程 报名：首届全球心血管大会 | 奖项报名 报名：首届全球骨科大会 | 奖项报名 近日， 杭州目乐医疗科技股份有限公司 （NEEQ：832652）的 " 眼科影像存储与传输软件" 取得浙江省药品监督管理局颁发的医疗器械注册证 ，注册证编号为浙 械注准 20252211151。 这款眼科影像存储与传输软件依托多模态影像数据融合技术和智能辅助筛查引擎， 与公司全自助眼底照相机深度耦合 ，形成"智能硬件实时采集-云端算法秒级分 析-结构化报告自动生成"的完整闭环，使公司在眼健康筛查领域率先构建起" 设备+数据+服务 "三位一体的生态体系。 该产品注册证的取得 ，标志着公司在智慧医疗领域的战略布局实现重要突破， 通过切入基层医疗场景 ，填补专业眼科资源下沉的市场缺口 ，为后续拓展慢性病管 理、分级诊疗等业务奠定基础。 # 产品简介 注册证编号 ：浙械注准20252211151 注册人名称 ：杭州目乐医疗科技股份有限公司 产品名称 ：眼科影像存储与传输软件 管理类别 ：第二类 型号规格 ：MICS 据不完全统计， 国内已有 17 款眼科影像处理 ...

为加强全球眼科医疗器械行业的交流合作，促进中国眼科医疗技术的创新发展，推动最新科技在眼科领域的应用 ，"眼未来"拟于 2025年4月17日 ， 在北京中关 村展示中心举办 首届全球眼科大会（GOC）暨创新颁奖典礼 。诚挚邀请 眼科医疗领域的同仁们 共同探索眼科医疗的未来趋势和智能化发展。 本文包括：暂定议程、白皮书提纲、评奖通知， 欢迎各位眼科同道积极参与。 观众参会报名： 请复制以下链接到 IE 浏览器进行填写或点击文末 "阅读原文" 进行填写 https://docs.qq.com/form/page/DUG5VTXBzbkZVTXdG 或扫描下方二维码进入小程序进行填写 如有任何疑问或需进一步协助，可随时联系眼未来&思宇MedTech工作人员。 手机号： Ziana 13552754250 微信号 Ziana：suribot22 9:00 - 9:05 致辞环节 下午场 16:40 - 17:20 眼科医工交叉圆桌沙龙 评奖通知： 2. 隆重的颁奖典礼 ，表彰在眼科医疗器械领域做出杰出贡献的企业和团队。 3. 白皮书发布， 覆盖最新产业前沿的《2025全球眼科创新年度白皮书》 4. 精彩的融资路演 ，为 ...

为加强全球眼科医疗器械行业的交流合作，促进中国眼科医疗技术的创新发展，推动最新科技在眼科领域的应用 ，"眼未来"拟于 2025年4月17日 ， 在北京中关 村展示中心举办 首届全球眼科大会（ Global Ophthalmology Conference， GOC2025）暨创新颁奖典礼 。 诚挚邀请 眼科医疗领域的同仁们 共同探索眼科医疗 的未来趋势和智能化发展。 前期我们已经征集了面向企业和产品技术的奖项，也有医生、学者在咨询会议和奖项，特统一回答， 并补充征集面向个人的"科研创新转化奖" 。 3. 补充奖项 报名时间截止2025年3月16日23:00。 2024.6.28 思宇组织的全球医疗科技大会 【补充申报的奖项名称】 科研转化创新奖 Translational Research & Innovation Award 2025 参选标准 1. 适用人群 1. 经大会组委会商议，奖项颁发对象不包括医疗机构（公立医院、民营医院）单位主体。主要原因是评选标准难以掌握，担心有失公允。 2. 对于积极参与的医生（临床或非临）、学者（高校、科研院所），我们开放面向个人的、评估项目创新能力和转化可能性的 "科研创 ...

文章来源：眼未来 转载要求：首发24小时后可转载，需注明来源 为加强全球眼科医疗器械行业的交流合作，促进中国眼科医疗技术的创新发展，推动最新科技在眼科领域的应用 ，"眼未来"拟于 2025年4月17日 ， 在北京中关 村展示中心举办 首届全球眼科大会（GOC）暨创新颁奖典礼 。诚挚邀请 眼科医疗领域的同仁们 共同探索眼科医疗的未来趋势和智能化发展。 本文包括：暂定议程、白皮书提纲、评奖通知， 欢迎 眼科医疗器械公司、有意向分享的眼科医生和专家们 积极参与。 首届全球眼科大会 六 、 大会议程（暂定） （以实际邀约嘉宾的最终确定的题目为准） 上午场 一、活动时间： 2025年4月17日星期四（拟定） 二、活动地点： 北京市中关村自主创新示范区展示中心（海淀桥西北角） 三、主办单位： 眼未来｜思宇MedTech 四、会议规模： 现场参会嘉宾500人 五、 大会亮点： 1. 眼科创新主题演讲和圆桌论坛 ，覆盖眼科器械各个方向话题，集中展现企业家、创业者、临床专家、投资人等创新者风采。 2. 隆重的颁奖典礼 ，表彰在眼科医疗器械领域做出杰出贡献的企业和团队。 3. 白皮书发布， 覆盖最新产业前沿的《2025全球眼科创 ...