眼科器械

Search documents
爱博医疗(688050):25Q1业绩短期承压 期待PR等新业务放量
Xin Lang Cai Jing· 2025-04-29 02:40
Core Viewpoint - The company reported strong revenue growth in 2024, but faced a decline in net profit in Q1 2025 due to market pressures from centralized procurement and reduced surgical volumes [1][2]. Financial Performance - In 2024, the company achieved revenue of 1.41 billion yuan, a year-on-year increase of 48.24%, and a net profit of 388 million yuan, up 27.77% [1]. - For Q1 2025, revenue was 357 million yuan, reflecting a year-on-year growth of 15.07%, while net profit decreased to 93 million yuan, down 10.05% [1]. Product Performance - Revenue from artificial crystalline lenses reached 588 million yuan in 2024, growing by 17.66%, with sales volume increasing by 44.93% [2]. - The company’s revenue from myopia control products grew by 20.79%, driven by the introduction of various new products [2]. R&D Investment and New Business Growth - The company increased R&D investment to 160 million yuan in 2024, a rise of 20.80%, representing 11.33% of total revenue [3]. - The contact lens business saw significant growth, with revenue reaching 426 million yuan, a staggering increase of 211.84% [3]. Market Outlook - The company is projected to achieve revenues of 1.81 billion yuan, 2.26 billion yuan, and 2.79 billion yuan for 2025-2027, with respective growth rates of 28.44%, 24.91%, and 23.12% [4]. - Expected net profits for the same period are 467 million yuan, 600 million yuan, and 778 million yuan, with growth rates of 20.21%, 28.55%, and 29.63% [4]. Earnings Per Share - The projected EPS for the years 2025, 2026, and 2027 are 2.46 yuan, 3.17 yuan, and 4.10 yuan respectively [5].
超72亿融资!眼科赛道的“黄金时代”?
思宇MedTech· 2025-03-19 08:32
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 | 奖项报名倒计时 报名:首届全球骨科大会 | 奖项报名倒计时 近日,全球领先的眼科手术设备公司 BVI Medical 宣布,公司已完成与资产管理公司 TPG 合作, 筹集了 10亿美元 (约72.45亿人民币)的战略 资本 ,此次融资或为近年来 眼科器械领域最大的一笔融资 。 BVI 通过本轮融资 偿还了现有债务 ,并 增加来自 TPG 和新投资者的股权, 优化了公司的资本结构 ,降低财务杠杆,并能够更灵活地投入研发、 生产扩张以及市场拓展,助力公司 加速产品开发并扩大其全球业务版图 。 TPG 管理资产总额超过2460亿美元,此次对 BVI 的投资不仅彰显了其对眼科医疗市场的信心,也标志着 BVI 在挑战爱尔康、蔡司等眼科巨头的市 场地位上迈出了重要一步 。 BVI 的业务涵盖眼科手术器械、人工晶体、微创手术设备等多个细分市场,覆盖全球90 多个国家。 旗下核心产品包括人工晶体系列 ,特别是 FINEVISION®系列 和SERENITY ®系列 。 FineVision有 疏水性材料与亲水性材料 ...