关于业务拓展，公司从服务终端业务内容和规模拓展两方面推动建设。业务内容上，除近视防控和硬镜 产品，拓展其他功能性视力矫正产品、干眼和视疲劳、视觉功能训练等业务。规模扩大方面，侧重新建 有用户资源的视光终端，以及投资收购成熟视光服务机构。 销售部门方面，公司持续充实调整优化，如在各区域增加技术支持和销售辅助人员，成立第二经销中心 负责硬镜外视光产品销售，组建并扩大线上销售团队。 校企合作与产能规划 欧普康视于2025年9月2日举办了2025年半年度报告网上说明会，线上全体投资者参与此次业绩说明会， 公司创始人、董事长兼总经理陶悦群博士等多位高层出席，就公司多项业务发展情况与投资者展开交 流。 投资者关系活动关键信息投资者活动关系类别：业绩说明会时间：2025年9月2日15:30 - 16:30地点：价 值在线（https://www.ir-online.cn/）网络互动参与单位名称：线上参与欧普康视（300595）2025年半年 度报告网上说明会的全体投资者上市公司接待人员姓名：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；独立董事许立新 业务发展情况披露 ...

证券日报网讯欧普康视9月2日在互动平台回答投资者提问时表示，公司在年报和半年报中都有说明公司 应对竞争加剧的措施，其中新产品的开发（如DK185角膜塑形镜、巩膜镜）、促销活动（如定镜片送护 理品）、其它视光产品的推广（功能性框架镜、功能性软镜、视功能训练等）、控股视光服务终端拓 展、线上营销等都在推进且已取得一定的成果。 （文章来源：证券日报） ...

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 9 月 2 日投资者关系活动记录表 Q3：虽然有市场环境的外因在，内因也是影响业绩的重要一环，是否 在考虑对销售部门做出调整？ A：您好，公司一直在对业务部门进行充实调整优化。比如，公司在 各个区域都增加了技术支持人员和销售辅助人员。公司成立了第二经销中 心负责硬镜以外视光产品的销售。公司组建并不断扩大线上销售团队的规 模等。公司将根据市场的变化和需要继续调整和升级销售队伍。感谢您的 建议！ 编号：2025-006 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 线上参与欧普康视（300595）2025 年半年度报告网上说明会的全体投资者 时 间 2025 年 9 月 2 日 15:30-16:30 地 点 价值在线（https://www.ir-online.cn/）网络互动 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 独立董事 许立新 投资者关系 ...

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 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, primarily due to insufficient consumer spending [1] Financial Performance - Revenue for 1H25 was 870 million yuan, a year-on-year decrease of 1.42% - Net profit attributable to shareholders was 250 million yuan, down 29.97%, with diluted earnings per share at 0.28 yuan - Non-recurring net profit was 216 million yuan, a decline of 23.60%, slightly below expectations due to overall weak consumer sentiment [1] Product Segment Performance - The growth in product segments was slightly below expectations, with hopes for recovery in 2H25 - Rigid contact lenses generated 360 million yuan in revenue, down 4.58% year-on-year, affected by overall consumer sentiment and increased market share of lower-priced myopia prevention products - Care products revenue was 110 million yuan, down 6.89%, due to promotional activities impacting sales - Revenue from ordinary frames and other optical products and services was 190 million yuan, up 16.18%, driven by increased income from functional frames and non-medical technical services - Medical services revenue was 170 million yuan, down 9.20%, due to decreased income from medical institutions, including the cessation of atropine sales at the headquarters hospital since the second half of 2024 [2] Service Development and New Products - The medical service segment continues to develop, with the company promoting a community-based professional optical service system, establishing over 490 optical service terminals by the end of 2024 - The revenue from controlled optical terminals exceeded half of the company's total business revenue, although growth is currently under pressure due to the overall market conditions for OK lenses - The company launched new generation contact lenses using high oxygen permeability materials, which are expected to contribute to revenue growth - The acquisition of Jiangsu Duozhi aims to enter the colored contact lens market, leveraging its strong sales channels [3] Profitability and Margin Analysis - The gross margin for core business in 1H25 was 34.2%, down 6.9 percentage points year-on-year - The net profit margin attributable to shareholders was 28.7%, down 11.7 percentage points year-on-year - The non-recurring net profit margin was 24.8%, down 7.2 percentage points year-on-year - The significant decline in net profit is attributed to lower gross margins from newly consolidated subsidiaries and a notable increase in selling and administrative expenses [3] Earnings Forecast and Valuation - The company has adjusted its EPS forecasts for 2025 and 2026 down by 12.3% and 8.9% to 0.61 yuan and 0.68 yuan, respectively - The current stock price corresponds to a P/E ratio of 31.6 for 2025 and 28.6 for 2026 - The target price is maintained at 19.2 yuan, corresponding to a P/E of 31.3 for 2025 and 28.4 for 2026, which is in line with the current stock price [4]

欧普康视（300595.SZ）8月7日在投资者互动平台表示，跨境电商主要销售一些日常的眼健康用品，目 前马来西亚已启动，其它东南亚国家在筹备中。公司的主营产品角膜塑形镜、巩膜镜、护理品等属于医 疗器械，需要先在当地注册才能销售，注册在准备中。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘，您好！早段时间公司有信息说电商进行海外布 局，并在部分国家申请证照，具体正在进行或计划的有那些国家、地区？ ...

Financial Performance - The company's operating revenue increased by 4.40% year-on-year, while net profit attributable to shareholders decreased by 14.16% [1] - In 2024, the company recorded a significant decline in net profit in Q4, attributed to non-operational factors such as goodwill impairment and bad debt provisions [2] - The company made provisions for long-term equity investment impairment, bad debt, and goodwill impairment totaling 67.14 million yuan, a substantial increase year-on-year [4] Business Strategy - The company plans to focus on building its own brand rather than primarily acting as an OEM for its subsidiary, Duozhi Medical, which has a daily production capacity of no less than 80,000 pieces [2] - The company aims to expand its optical service terminals, with a focus on cost control and improving single-store profitability [4] - The average time for optical terminals to reach breakeven is generally within three years, depending on the scale of the operation [7] Product Development - Sales revenue from the main product, orthokeratology lenses, decreased by 6.73% year-on-year due to weak high-end consumption and intensified competition [3] - The company has made breakthroughs in R&D, with new generation orthokeratology lenses and scleral lenses having completed clinical trials and expected to be launched soon [3] - The company is exploring new myopia control products, such as atropine eye drops and defocus lenses, to enhance its market position [3] Sales and Marketing - Sales expenses increased by 22.40% year-on-year, primarily due to personnel increases and promotional activities [6] - The company has strengthened its technical services and product promotion efforts, which helped stabilize market share despite a decline in main product sales [6] Investment and Capital Management - The company is committed to using 75% of the proceeds from a 500 million yuan acquisition of 13 subsidiaries for stock buybacks, with performance-based milestones [5] - The management's compensation is linked to annual performance, with bonuses decreasing in line with performance declines [4] Talent Management - The company has implemented a dual incentive mechanism for core technical personnel, including project-based rewards and a performance-based salary system [6] - The company maintains a low turnover rate among its core personnel, indicating effective talent retention strategies [6]

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]