天眼查App显示，近日，化德县欧阳眼镜店（个人独资）成立，法定代表人为潘新水，注册资本1万人 民币，经营范围为许可项目：第三类医疗器械经营。（依法须经批准的项目，经相关部门批准后方可开 展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：眼镜销售（不含隐形眼 镜）；眼镜制造；光学玻璃销售；日用品销售；化妆品零售；钟表销售。（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - Hefei Huiyun Chuyayanjing Co., Ltd. has been established with a registered capital of 30,000 RMB, focusing on various technology services and sales in the optical and electronic sectors [1] Company Overview - The company is represented by Sun Hui and has a registered capital of 30,000 RMB [1] - The business scope includes technology services, development, consulting, and promotion, as well as sales of optical and electronic products [1] Business Scope - General projects include technology services, development, consulting, and promotion [1] - Sales activities cover a wide range of products such as optical devices, optical glass, electronic components, personal hygiene products, and medical supplies [1] - The company is also involved in retail sales of cosmetics, daily necessities, sports equipment, and office supplies [1] Regulatory Compliance - The company is authorized to operate third-class medical devices, subject to approval from relevant authorities [1]

Group 1 - The stock price of 博士眼镜 (Doctor Glasses) closed at 33.78 yuan on July 29, down by 0.71 yuan, representing a decline of 2.06% [1] - The trading volume on that day was 108,619 hands, with a total transaction amount of 367 million yuan [1] - 博士眼镜 operates in the commercial retail sector, primarily focusing on eyewear retail chain operations, with brands such as 博士眼镜 and President Optical [1] Group 2 - On July 29, the company stated on its interactive platform that it is currently using artificial intelligence technology to enhance existing business efficiency and service experience, but has not independently developed or operated AI products or platforms with complex autonomous decision-making capabilities [1] - On the same day, the net outflow of main funds was 56.6 million yuan, accounting for 1.08% of the circulating market value [1]

Group 1 - The core point of the article is that Indian eyewear retailer Lenskart Solutions Pvt. is planning to launch an IPO as early as this week, aiming to raise approximately $1 billion [1] - The company is backed by significant investors, including Japan's SoftBank Group [1]

Investment Rating - The report assigns a "Buy-A" investment rating to the company, with a target price of 36.06 CNY for the next six months [5][14]. Core Viewpoints - The company is positioned to benefit from the growing AI eyewear market, having launched new AI smart glasses in collaboration with Li Weike, enhancing its product offerings and strategic partnerships [1][2]. - The AI technology is maturing, leading to an expected "tsunami-like" growth in the AI eyewear sector, with various functionalities being integrated into these products [3]. - The company is expected to achieve significant revenue growth, with projected revenues of 1.39 billion CNY, 1.62 billion CNY, and 1.91 billion CNY for 2025, 2026, and 2027 respectively, reflecting year-on-year growth rates of 15.45%, 16.56%, and 17.77% [4][12]. Financial Projections - The company anticipates a net profit of 130 million CNY, 157 million CNY, and 196 million CNY for 2025, 2026, and 2027 respectively, with corresponding growth rates of 25.83%, 20.25%, and 24.71% [4][12]. - The projected price-to-earnings (PE) ratios for the years 2025, 2026, and 2027 are 59.1x, 49.2x, and 39.4x respectively [4][12]. - The company has established a robust retail network with 510 direct stores across 25 provinces, which is expected to support steady growth in its retail business [10]. Market Position and Strategy - The company has formed strategic partnerships with leading tech firms to enhance its smart eyewear offerings, solidifying its position in the eyewear retail and fitting service sector [2][4]. - The report highlights the company's digital strategy, which includes a comprehensive online retail presence and social media marketing to boost brand awareness and sales [10].

Core Viewpoint - The reduction of shares by the controlling shareholders of 博士眼镜 (Doctor Glasses) reflects a strategic move amidst a backdrop of inflated stock prices driven by AI concepts, raising concerns about the sustainability of such valuations and the company's fundamental performance [2][3][4][5][7] Group 1: Share Reduction Details - The controlling shareholders, ALEXANDER LIU and LOUISA FAN, reduced their holdings by 2,510,100 shares between June 3 and June 10, 2025, realizing approximately 70.29 million yuan [2] - The share reduction occurred after a capital reserve conversion, which increased the total share capital to 227 million shares, allowing the controlling shareholders to lower their holding costs [2][3] - Despite a prior commitment not to reduce shares for six months, the timing of the reduction raises questions about the integrity of such commitments [2][3] Group 2: Stock Price and Market Reaction - The stock price of 博士眼镜 surged over 450% from 11.19 yuan to 61.71 yuan between July and December 2024, driven by speculative interest in AI glasses [3] - Following the share reduction, the stock price fell to 32.77 yuan, a 47% decline from its peak, indicating a market correction in response to the reduction and underlying fundamentals [3][5] Group 3: Financial Performance and Strategic Challenges - The company reported a slight revenue increase of 2.29% to 1.203 billion yuan in 2024, but net profit fell by 19.08% to 104 million yuan, highlighting a "growth without profit" scenario [4] - The traditional eyewear retail business accounted for 85.88% of total revenue, facing challenges from rising rental costs and consumer downgrading, leading to declining store efficiency [4] - The company's strategy to issue 375 million yuan in convertible bonds for smart glasses expansion appears misaligned with its low R&D investment, raising concerns about long-term viability [4][6] Group 4: Market Sentiment and Regulatory Environment - The share reduction has sparked debates about regulatory compliance and potential "institutional arbitrage," particularly given the timing around capital increases and convertible bond issuance [5] - Increased scrutiny from regulatory bodies regarding unusual trading activities coincides with heightened speculative trading, complicating the market dynamics for 博士眼镜 [5][6] Group 5: Industry Context and Future Outlook - The smart glasses industry remains in its infancy, with global shipments only reaching 1.88 million units in 2024 and low consumer engagement with AI features [6] - The exit of strategic investors and the controlling shareholders' cashing out signal a pessimistic outlook on the sustainability of the AI concept's market appeal [7]

Group 1 - The core point of the news is that the major shareholders of Doctor Glasses, ALEXANDER LIU and LOUISA FAN, have reduced their holdings by a total of 1,969,100 shares, amounting to approximately 62.14 million yuan during the period from June 3 to June 5, 2025 [1][2][3] - ALEXANDER LIU sold 1,866,800 shares, which represents a reduction of 0.8195% of the total shares, while LOUISA FAN sold 102,300 shares, accounting for a reduction of 0.0449% [2][3] - After the share reduction, ALEXANDER LIU, LOUISA FAN, and their concerted action partner Liu Kaiyue hold a total of 93,388,904 shares, which is 41.00% of the company's total share capital [3] Group 2 - Doctor Glasses plans to issue convertible bonds to raise up to 375 million yuan, with the net proceeds intended for the construction and upgrading of chain optical stores, operational management center, brand building projects, digital platform upgrades, and to supplement working capital [4][6] - The total investment for the chain optical store construction and upgrading project is 350.12 million yuan, with 180 million yuan allocated from the raised funds [6]

一、股东大会审议通过资本公积金转增股本情况 资本公积金转增股本预案的议案》，具体内容为：公司拟以实施权益分派登记日登 记的股份总数为基数，以资本公积向全体股东每10股转增3股，不送红股，不派发 现金红利。公司的未分配利润结转以后年度分配（公司总股本数以中国证券登记结 算有限责任公司深圳分公司最终登记结果为准，如有尾差，系取整所致）。如在资 本公积金转增股本预案披露至实施期间因新增股份上市、股权激励授予行权、可转 债转股、股份回购等事项致使公司总股本发生变动的，公司拟维持每股转增比例不 变，相应调整转增总额。 证券代码：300622 证券简称：博士眼镜 公告编号： 博士眼镜连锁股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 博士眼镜连锁股份有限公司（以下简称"公司"）于2025年5月19日召开2024 年度股东大会，审议通过了《关于2024年度资本公积金转增股本预案的议案》，现 将权益分派事宜公告如下： 暂停自主行权。 案的时间未超过两个月。 二、本次实施的资本公积金转增股本方案 公司2024年度资本公积金转增股本方案为：以公司现有总股本175,2 ...

业绩增收不增利，公司正培育自有品牌，升级迭代自有品牌产品矩阵，尝试突围。 公司在业绩会上介绍，截至目前，公司共拥有13个镜架自有品牌、4个镜片自有品牌。2024年，公司自 有品牌镜片销量占总体镜片销量的58.65%，自有品牌镜架销量占总体镜架销量的65.40%。 与此同时，2024年，公司功能性镜片的销量已占总体镜片销量的35.32%，同比增长33.87%，其中，成 人渐进镜片的销量同比增长7.28%，离焦镜片的销量同比增长19.05%，缓解疲劳镜片的销量同比增长 66.72%。 新京报贝壳财经讯（记者丁爽）4月30日，博士眼镜举办2024年度业绩说明会。业绩说明会上，公司表 示，"一老一少"视力问题人口增长，视光市场持续扩容是公司未来盈利增长驱动因素。 公司表示，我国老龄化程度进一步加深，中老年网民逐年攀升使中老年群体的眼健康问题进一步凸显， 中老年人的生活、健康等方面的需求日益增长；根据国家卫健委的数据，2023年我国儿童青少年总体近 视率为52.7%，其中，小学生为35.6%，初中生为71.1%，高中生为80.5%。儿童青少年近视呈早发、高 发态势，儿童青少年近视防控已经纳入政府绩效考核。这不仅激发了视 ...

证券代码：300622 证券简称：博士眼镜 博士眼镜连锁股份有限公司 投资者关系活动记录表 编号：2025-02 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 参与单位名称 线上参与公司 2024 年度网上业绩说明会的全体投资者 时间 2025 年 4 月 30 日 15:00-16:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云 访谈"栏目 上市公司接待人 员姓名 董事、总经理：LOUISA FAN 独立董事：廖素华 董事会秘书、副总经理：丁芸洁 财务总监、副总经理：康海文 投资者关系活动 主要内容介绍 1、Q：高管您好，请问贵公司未来盈利增长的主要驱动因素 有哪些？谢谢。 A：尊敬的投资者您好，公司未来盈利增长驱动因素是"一 老一少"视力问题人口增长，视光市场持续扩容。首先，我国老 龄化程度进一步加深，中老年网民逐年攀升使老花、白内障等中 老年群体的眼健康问题进一步凸显，中老年人的生活、健康等方 面的需求日益增长，对于公司来说，重视中老年群体的眼镜消费 需求，不仅体现 ...