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研报掘金丨平安证券:首予华厦眼科"推荐"评级,业绩有望保持稳健增长
Ge Long Hui· 2025-11-25 05:51
Core Viewpoint - The report highlights the significant growth in the number of myopia patients in China, indicating a rising demand for ophthalmic medical services and a robust market potential for eye care due to increasing health awareness and an aging population [1] Industry Summary - The number of myopia patients in China increased from 540 million in 2016 to 660 million in 2020, with the national myopia prevalence rising from 39.2% to 47.1% [1] - The demand for refractive surgery is expected to grow continuously as awareness of vision health increases and the number of myopia patients rises [1] - The aging population and enhanced health consciousness among the elderly are projected to expand the demand for cataract and other eye disease treatments, indicating a vast market potential for ophthalmic medical services [1] Company Summary - Huaxia Eye Hospital is recognized as a leading private ophthalmic medical enterprise in China, with strong academic capabilities and a clear expansion model [1] - The company is expected to maintain steady growth in performance, driven by the anticipated recovery in consumer healthcare, continuous upgrades in refractive surgical techniques, and increased demand for medical services due to aging trends [1] - Projected net profits for Huaxia Eye Hospital are estimated to reach 482 million, 552 million, and 629 million yuan for the years 2025, 2026, and 2027, respectively [1]