Core Viewpoint - The article emphasizes the importance of eye care for children during the summer vacation, highlighting the risks of increased screen time and irregular routines that can lead to vision deterioration. It advocates for regular eye check-ups and preventive measures to maintain children's vision health [1][4]. Group 1: Vision Health Statistics - In 2022, the overall myopia rate among children and adolescents in China was reported at 51.9%. Despite a downward trend in myopia rates, early onset and high prevalence remain significant challenges [1]. - The concept of "vision savings" is introduced, where the reserve of hyperopia (farsightedness) serves as a buffer against developing myopia [2]. Group 2: Importance of Regular Eye Check-ups - Regular professional eye examinations are crucial for establishing visual health records, which include key indicators such as hyperopia reserve, myopia degree, and axial length [4]. - A low hyperopia reserve relative to age norms indicates an increased risk of myopia, even if the child's vision appears normal [4]. Group 3: Preventive Measures for Eye Health - Four key strategies are recommended for parents to help children maintain clear vision and slow the progression of myopia: 1. Balance study and rest, maintain proper reading posture, and improve lighting conditions. 2. Follow the "20-20-20" rule to reduce eye strain. 3. Engage in outdoor activities for at least 2 hours daily, totaling 14 hours weekly, as outdoor light exposure is critical for myopia prevention. 4. Ensure a balanced diet and adequate sleep, which are essential for children's growth and eye health [6]. Group 4: Standards for Lighting Conditions - The National Health Commission's "Myopia Prevention and Control Guidelines (2024 Edition)" specifies that reading and writing should occur in well-lit environments, with a minimum average illuminance of 300 lux [8]. Group 5: Caution Against Misleading Products - There is a growing concern regarding products claiming to reverse myopia, which are often misleading. True myopia is currently considered irreversible by experts [9]. - Since 2021, the State Administration for Market Regulation has been addressing misleading advertising related to myopia prevention products, emphasizing that myopia cannot be cured under current medical conditions [9].

Core Viewpoint - The company, Opcon Vision, is attempting to regain its market position in the corneal reshaping lens (OK lens) sector through the acquisition of a controlling stake in Shangyue Qicheng Hospital Management Co., Ltd for 334 million yuan, funded partly by redirected fundraising from a previous project that has seen slow progress [2][3][4]. Group 1: Acquisition Details - The acquisition involves purchasing 75% of Shangyue Qicheng, which has a valuation of 445 million yuan, representing a significant premium of over 7 times its book value [4]. - Shangyue Qicheng's core asset is the fully-owned subsidiary, Xingcheng Eye Hospital, which focuses on vision correction and related services, with approximately 40% of its business in refractive medical services and 14% related to OK lens [3][4]. - The acquisition is expected to enhance Opcon Vision's service density and market competitiveness, leveraging synergies between medical and optical services [3]. Group 2: Financial Performance and Market Challenges - Opcon Vision reported a revenue of 1.814 billion yuan in 2024, a modest growth of 4.4%, but a decline in net profit by 14.16% to 572 million yuan, marking the worst performance in recent years [7]. - The decline in sales of OK lenses, which generated 760 million yuan in revenue, is attributed to high-end consumer fatigue, competition from alternative products, and an overall increase in market competition [7][9]. - The market for OK lenses is becoming increasingly competitive, with over 20 companies now registered to produce these products, leading to a significant drop in profit margins [9][10]. Group 3: Strategic Outlook - The company aims to implement a dual strategy of "full optical products + all-age optical services" to drive growth, while being cautious about new site openings due to current market conditions [8][10]. - Future plans include evaluating potential acquisition targets in the optical service sector to support both organic growth and external expansion [10].

今年4月，参天正式发布"参天中国2.0战略"。对于中国市场的战略升级，向宇介绍，"在'参天中国1.0'时 代，公司聚焦于医院市场和处方药，即青光眼、白内障等治疗领域。随着互联网经济的崛起，中国整体 医疗供给和需求都呈现多元化态势，我们意识到业务的发展需要拥抱消费者，去满足严肃医疗之外的市 场需求，挖掘新的机会和潜力"。 向宇介绍，参天中国的战略升级可以概括为'R-E-A-C-H'模式：Retail指零售渠道；E-commerce指电商渠 道；Ahead指大湾区药械通项目，通过国家绿色通道尽快实现和提高创新药的患者获益；CSO指合同销 售外包，通过改进合作模式，实现产品的价值最大化；Hospital指医院渠道，巩固传统优势，持续深耕 青光眼、干眼治疗领域，开拓近视、过敏等疾病相关的新机会。"'R-E-A-C-H'这5个字母表达了我们渠 道拓展和业务升级的底层逻辑，更好地生根中国市场、拥抱中国消费者的决心。"向宇说。 向宇强调，参天全新的中国战略并非只着眼于企业本身，其投资也超越了传统的产能布局，升级至价值 链深度整合。2024年上半年，参天公司位于苏州工业园区的参天明日视界眼科生产基地正式竣工。新基 地一期投资 ...

增持（维持） [Table_Tag] [Table_Summary] 投资要点 ◼ 国产首个！正大天晴「重组人凝血因子 VIIa」获批上市；正大天晴 HER2 双抗首次开启 III 期临床：7 月 3 日，国家药品监督管理局（NMPA）官 网显示，正大天晴的注射用重组人凝血因子 VIIa（TQG203）已获批上 市，适应症为抑制物阳性先天性血友病 A 或 B 患者以及某些特定类型 罕见出血性疾病患者群体出血的治疗和外科手术或有创操作出血的防 治。7 月 4 日，药物临床试验登记与信息公示平台显示，正大天晴启动 了一项评估 TQB2930 联合研究者选择的化疗对比曲妥珠单抗联合研究 者选择的化疗治疗 HER2 阳性晚期乳腺癌的随机、开放、平行对照、多 中心 III 期临床研究。这是该药开启的第一个 III 期临床研究。 ◼ 具体配置建议：看好的子行业排序分别为：创新药>科研服务>CXO>中 药>医疗器械>药店等。具体标的选择思路：从 PD1/VEGF 双抗角度，建 议关注：神州细胞、华海药业、荣昌生物、君实生物等。从成长性角度， 建议关注博瑞医药、信达生物、联邦制药、百济神州、恒瑞医药、泽璟 制药、三生制药、百 ...

西点药业（301130）公告，公司左氧氟沙星滴眼液获得国家药品监督管理局签发的《药品注册证书》。 该药品用于治疗敏感菌所致的感染性疾病，如眼睑炎、睑腺炎、泪囊炎、结膜炎、睑板腺炎、角膜炎 等。产品的获批进一步丰富了公司的产品线，有助于提升公司产品的市场竞争力，对未来业绩的提升将 产生影响。 ...

港股创新药板块在2025年上半年显出回暖迹象，市场期待已久的机会似乎正在到来。 在这股势头中，专注眼科创新药的拨康视云也开启了招股。公司计划于7月3日在港交所挂牌（股票代 码：2592），本次IPO发行约6058万股，定价每股10.10港元，目标筹集资金主要用于两款核心眼科新药 的研发和商业化。 值得注意的是，在上市前，拨康视云已经获得了包括鼎晖、建银国际、远大医药等在内的多家知名投资 机构的重金押注。 在眼科这个充满潜力的黄金赛道上，手握全球首款翼状胬肉在研新药的拨康视云，能否乘着这波行情真 正起飞？ 2024年首次产生收入，管线潜力是主要看点 资本市场对创新药企的追捧从未停歇，尤其是对于"全球首创"的故事更加热衷。 成立于2015年的拨康视云作为一家临床阶段眼科生物科技公司。尽管全球眼科药物数量众多，但真正具 备突破性的创新疗法仍属稀缺，这类解决临床痛点的品种往往展现出更强的市场竞争力与发展前景。 拨康视云在国内名气不大，但其两款自主研发产品确有冲击同类首创和最佳的可能——两款分别针对翼 状胬肉与青少年近视的创新药物，被赋予填补市场空白的厚望。 截至目前，公司已建立八种候选药物组成的创新管线，产品覆盖眼睛 ...

证券代码：600276 证券简称：恒瑞医药 公告编号：临 2025-099 江苏恒瑞医药股份有限公司 关于获得药品注册批准的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 规格：3ml 近日，江苏恒瑞医药股份有限公司（以下简称"公司"）子公司成都盛迪医 药有限公司收到国家药品监督管理局（以下简称"国家药监局"）的通知，批准 公司产品全氟己基辛烷滴眼液上市，用于治疗睑板腺功能障碍（MGD）相关干眼。 现将相关情况公告如下： 一、 药品的基本情况 药品名称：全氟己基辛烷滴眼液（SHR8058） 剂型：眼用制剂 特此公告。 有限公司董事会 江苏恒瑞医药股份 注册分类：参照 3 类仿制药 受理号：CXHS2300021 处方药/非处方药：处方药 批准的适应症：本品用于治疗睑板腺功能障碍相关干眼。 二、 药品的其他情况 《中国干眼临床诊疗指南（2023 年）》1提到，我国干眼的发病率为 21%-30%。 一项临床研究结果显示2,3，69%-86%的干眼人群患有 MGD。这表明在治疗干眼病 时，针对睑板腺功能障碍的治疗显得尤为重要。 ...

炎炎夏日，被蚊虫叮咬是常事，涂抹一点清凉油，便能迅速止痒消肿；咽喉肿痛时，含服一片西瓜霜含 片，冰凉的感觉会让嗓子舒服很多。在这些我们熟知的药物中，都有一个神秘的"功臣"——冰片。 冰片被誉为中药领域里的"清凉使者"，不仅能开窍醒神，还能消肿止痛，是传统中药里的珍贵之品。 从"龙脑香"到现代冰片 打开家庭药箱，含冰片的药品随处可见：缓解咽喉肿痛的西瓜霜含片、提神醒脑的风油精……这些药物 能清凉消肿止痛、快速起效，都离不开冰片的功劳。 在中成药领域，冰片更是"明星成分"：在安宫牛黄丸中，它能够开窍醒神，可用于中风昏迷患者的急 救；在复方丹参滴丸和速效救心丸中均含有冰片，可借助它来促进药物吸收，迅速缓解心绞痛症状；还 有一些外用药物如痔疮膏、滴眼液中也加入冰片，发挥清凉消肿止痛的功效。 但是，这并不意味着冰片就是能"包治百病"的神药。 警惕"万能药"陷阱 冰片的历史，最早可追溯到南北朝时期。当时东南亚的龙脑香树树脂传入中国，因其"状如云母，色如 冰雪"，古人称之为"神药"，将其命名为"龙脑"，也就是现在所说的冰片。当时，获取龙脑极其困难， 其产量也极低，因此只有贵族才能使用这味药材。 到了唐代，冰片更是受到了皇室 ...

Group 1 - Kanghong Pharmaceutical received a drug registration certificate for Lifisig Eye Drops, approved for treating dry eye symptoms [1] - Kanghong Biotech, a wholly-owned subsidiary, received clinical trial approval for KH813 injection for metastatic non-squamous non-small cell lung cancer [1] - Kanghong Pharmaceutical was established in October 1996, focusing on drug and medical device research, production, and sales [1] Group 2 - Guoyuyuan's subsidiary received a government subsidy of 7.5521 million yuan, accounting for 10.14% of the company's audited net profit for 2024 [2] - Guoyuyuan was founded in November 1996, specializing in drug research, production, and sales [3] Group 3 - Haicheng Bonda's subsidiary signed a lease termination agreement, incurring a termination fee of 3.35 million USD [4] - Haicheng Bonda was established in December 2009, providing comprehensive modern logistics services [4] Group 4 - Hongxin Electronics' subsidiary signed contracts totaling 373 million yuan for computing power business [5] - Hongxin Electronics was founded in September 2003, focusing on FPC research, design, manufacturing, and sales [6] Group 5 - Tianbang Food reached a settlement agreement regarding a 1.214 billion yuan lawsuit, agreeing to repay 410 million yuan over 36 months [8] - Tianbang Food was established in September 1996, specializing in pig farming and pork processing [9] Group 6 - Daoshi Technology's controlling shareholder plans to reduce holdings by up to 1.97% of the company's shares [10] - Daoshi Technology was founded in September 2007, focusing on ceramic color glazes and related products [10] Group 7 - Jinpu Titanium is planning a major asset restructuring, leading to a stock suspension [10] - Jinpu Titanium was established in November 1989, specializing in titanium dioxide production and sales [11] Group 8 - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant [12] - Shenzhen Energy was founded in August 1993, focusing on conventional and renewable energy development [13] Group 9 - Lihua Co. plans to reduce holdings by up to 3% of the company's shares [14] - Lihua Co. was established in June 1997, specializing in the breeding and sales of poultry [15] Group 10 - China Communications Construction Company plans to repurchase shares worth 500 million to 1 billion yuan [16] - China Communications Construction Company was founded in October 2006, focusing on infrastructure design and construction [17] Group 11 - Huatiankeji's subsidiary received a government subsidy of 80.6569 million yuan, accounting for 13.09% of the company's latest audited net profit [20] - Huatiankeji was established in December 2003, specializing in integrated circuit packaging and testing [21] Group 12 - Luxin Chuangtou plans to acquire shares in Hongke Electronics for a total of 9 million yuan [23] - Luxin Chuangtou was founded in November 1993, focusing on venture capital and industrial development [24] Group 13 - Feilong Co.'s controlling shareholder plans to reduce holdings by up to 563,250 shares [25] - Feilong Co. was established in January 2001, specializing in thermal management components for automotive and civil applications [26] Group 14 - Linglong Tire submitted an application for H-share listing on the Hong Kong Stock Exchange [27] - Linglong Tire was founded in June 1994, focusing on tire design, development, manufacturing, and sales [27] Group 15 - Saiwei Electronics plans to acquire 9.5% of its subsidiary's shares for up to 324 million yuan [28] - Saiwei Electronics was established in May 2008, focusing on MEMS chip development and semiconductor equipment [28] Group 16 - Suzhou Bank's major shareholder plans to increase holdings by no less than 400 million yuan [29] - Suzhou Bank was founded in December 2004, focusing on various banking services [29]

Company Highlights - Hanyu Pharmaceutical expects a net profit of 142 million to 162 million yuan for the first half of 2025, benefiting from increased global market demand and successful product approvals [1] - Taotao Automotive anticipates a net profit growth of 70% to 98% year-on-year for the first half of 2025, driven by enhanced brand influence and improved operational efficiency [2] - Xiaogoods City projects a net profit increase of 13% to 17% for the first half of 2025, attributed to growth in main business revenue and trade fulfillment services [2] - Hongxin Electronics signed contracts totaling 373 million yuan for computing power services through its subsidiaries [3] - Alloy Investment's controlling shareholder will change to Jiuzhou Hengchang, leading to the resumption of trading [3] - Hangzhou High-tech is planning a change in control, with a suspension of trading expected for no more than two trading days [4] - Junpu Intelligent signed a sales framework contract for humanoid robots worth 28.25 million yuan [7] - Lens Technology plans to issue 262 million H-shares globally, with an initial price range set between 17.38 and 18.18 HKD [8] - Saintno Biopharmaceuticals received a drug registration certificate for its product, further enhancing its market competitiveness [12] Investment & Contracts - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant, aligning with national energy policies [17] - China Railway Construction won a contract worth 3.781 billion yuan for the China-Kyrgyzstan-Uzbekistan railway project [27] - China Railway secured contracts totaling approximately 5.343 billion yuan for the same railway project [28] - Zhongtian Technology's subsidiary won multiple marine energy project contracts totaling about 1.722 billion yuan [29] - Lande Group intends to acquire a 20.1667% stake in Jujia Technology for up to 121 million yuan, enhancing its capabilities in high-performance materials [21][22] Financing & Capital Increase - Yiwei Lithium Energy submitted an application for H-share issuance and listing in Hong Kong [30] - Jiadou Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [30] - Helin Micro-Nano is preparing to issue H-shares for listing in Hong Kong [30] Other Developments - Renfu Pharmaceutical received approval for its midazolam injection in France, with expected annual sales of approximately 33 million USD [31] - Kanghong Pharmaceutical obtained a drug registration certificate for its eye drop product, enhancing its product pipeline in the ophthalmology sector [32]