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调研速递|欧普康视接受全体投资者调研 透露多项业务发展要点
Xin Lang Cai Jing· 2025-09-02 12:18
Core Viewpoint - The company held an online earnings briefing on September 2, 2025, to discuss its business development and engage with investors [1] Business Development Disclosure - The company started selling scleral lenses in March, which accounted for 0.6% of lens orders in the first half of the year, primarily targeting adult users and is in the initial promotion phase [1] - The ordinary soft lenses from Multi-vision Medical did not have sales in the first half but are set to be launched in the second half of the year [1] - The company completed industrial changes for Shangyue Qicheng in mid-August and will officially consolidate its financials in September, with current operations reported as good [1] Business Expansion - The company is expanding its service terminal business by enhancing both the content and scale, including the introduction of functional vision correction products, dry eye and visual fatigue solutions, and visual function training [2] - The sales department is being optimized with additional technical support and sales personnel in various regions, and a second distribution center has been established for hard lens sales [2] Collaboration and Capacity Planning - The company has partnered with numerous optical professional universities for talent development and technical research, allowing students to gain practical experience [3] - New production capacity for BFS sterile instruments and clean rooms has been established, with BFS production lines already producing disposable rinsing solutions and eye wash solutions [3] Other Key Points - In the first half of the year, revenue from rigid contact lens products accounted for 57.77% of total revenue, down from 62.06% in the same period last year [4] - The company has different management approaches for subsidiaries based on direct operations and minority shareholder operations [4] - Revenue from medical institutions has declined due to the cessation of atropine sales at the headquarters hospital, with some medical institution business downturns requiring further monitoring [4]
欧普康视(300595) - 2025 年 9 月 2 日投资者关系活动记录表
2025-09-02 10:40
Sales Performance - Scleral lens sales started in March 2025, accounting for 0.6% of lens orders in the first half of the year, primarily targeting adults [1] - Sales data for July and August will be disclosed in the regular report [2] - Medical institution revenue declined due to the cessation of atropine sales, which previously generated approximately 9 million in sales during the same period last year [3] Market Expansion Strategies - The company is expanding service terminal construction by diversifying product offerings beyond myopia prevention and hard lenses to include functional vision correction products and other optical services [2] - Focus on acquiring and investing in established optical service institutions with user resources to enhance service terminal scale [2] - Efforts to increase sales force and invest in optical terminals to boost business scale outside of East China, where sales revenue accounted for 57.77% of total revenue, down from 62.06% in the same period last year [3] Collaboration and Talent Development - Established partnerships with numerous universities for training optical service personnel and collaborative research projects [2] - Continuous enhancement of cooperation with educational institutions to strengthen talent reserves and technical research collaboration [2] Production Capacity and Market Demand - BFS production line is currently producing disposable rinsing solutions and eye wash liquids, with plans to fully produce disposable care products upon obtaining necessary approvals [2] - Development of eye health products suitable for disposable packaging is underway [2] Customer Accessibility - Customers can locate nearby OPUKANG optical stores through the "OPUKANG Optical Member" WeChat mini-program or by contacting local sales representatives for partner store information [3]