Group 1 - The company is aligning with national policies and industry trends, focusing on long-termism and continuous improvement in medical technology [2] - The company is innovating its medical service models and enhancing the construction of eye health ecosystems [2] - The company is actively promoting its "1+8+N" strategy to meet diverse patient needs and aims to build a globally leading innovative eye health service group [2]

Core Viewpoint - He Eye Hospital (301103) is focusing on strengthening its core business in the ophthalmology sector while exploring new business lines to create a second profit model through various strategies [1] Group 1: Business Expansion Strategies - The company is enhancing its main business through a combination of "expanding into lower-tier markets and upgrading high-end services" [1] - Investment in new optical business is being increased, utilizing a chain franchise model to provide eye health services to a broader user base [1] - The company is actively expanding into diabetes and other innovative businesses, aiming for precise diabetes control and eye disease prevention throughout the patient's lifecycle [1] Group 2: Strategic Acquisitions and Digital Transformation - He Eye Hospital is acquiring Japan's Medical Path Co., Ltd. to enter the regenerative medicine sector [1] - The company is leveraging "digital transformation and industry chain extension" to create new growth points [1] - Establishing an industrial fund focused on eye health to invest in next-generation healthcare and synthetic biology, forming an innovative ecosystem of "core business + fund incubation" [1] Group 3: Impact on Current Operations - The aforementioned initiatives have not significantly impacted the company's current main business operations or performance [1] - The company commits to timely announcements in accordance with information disclosure requirements if there are significant developments [1]

Core Insights - The Southeast Asian market is experiencing rapid growth, with a noticeable increase in acceptance of Chinese brands, as highlighted by the founder of Yifu Glasses, who secured a signing intention worth over $1.5 million with Vietnam's largest distributor [1][3] Group 1: Market Dynamics - Wenzhou, a key hub for the eyewear industry in China, has a complete industrial chain from design to production, and is now focusing on Southeast Asia as a new growth area due to the saturation of traditional markets [3][5] - The ASEAN Eyewear Expo, the largest of its kind in the region, attracted over 5,500 professional buyers from more than 50 countries, indicating strong international interest [3][11] - The event showcased 230 companies and over 100 well-known domestic and international brands, covering the entire eyewear supply chain [3][11] Group 2: Strategic Initiatives - The Wenzhou Municipal Council for the Promotion of International Trade organized the expo as part of a new outbound strategy to create a "golden platform" for local brands to enter the ASEAN market [3][9] - Prior to the expo, training sessions on ASEAN legal compliance and intellectual property protection were conducted to prepare local businesses for international expansion [9][11] - The success of the expo is seen as a starting point for Wenzhou's ongoing efforts to leverage exhibitions to enhance production and trade [11][12] Group 3: Brand Positioning - Chinese brands are increasingly favored in Southeast Asia due to their better alignment with local consumer preferences in terms of design and comfort [5][7] - Local companies are adapting their product offerings to meet the aesthetic preferences of Southeast Asian consumers, indicating a shift from merely selling products to building an ecosystem [8][11] - The second ASEAN Eyewear Expo is scheduled for October 2026, with plans to expand into new product categories and deepen industry collaboration [12]

Group 1 - The 2025 ASEAN International Optical Exhibition commenced in Bangkok, featuring a three-day event organized by Dena Exhibition and Boguang International, with support from various associations [1] - The exhibition covers over 10,000 square meters and showcases 230 quality exhibitors, including products and services related to sunglasses, optical frames, children's glasses, lenses, contact lenses, eye health services, and equipment [4] - The event attracted professional visitors from over 30 countries, including Thailand, Vietnam, Indonesia, and India, comprising regional agents, distributors, e-commerce platforms, and retail terminals [4] Group 2 - The exhibition features an international brand area and an Asian original designer area, highlighting the global optical industry landscape and catering to the demand for personalized, original, and high-value products [5] - Several smart eyewear companies showcased cutting-edge products, allowing attendees to experience the immersive interaction and intelligent applications of AI glasses, indicating a deep integration of artificial intelligence with the eyewear industry [5] - The event also includes a series of activities such as the Asia-Pacific Eye Health Summit, Thailand Optometry Association seminar, and Asia-Pacific Optometry Forum, providing multidimensional communication opportunities for exhibitors and buyers [7]

Group 1 - The second International Civil Society Conference on Global Development Initiatives was held in Hohhot, co-hosted by the China International Exchange Promotion Association and the Inner Mongolia Autonomous Region Government, with He Eye Hospital Group invited to participate [1] - He Eye Hospital has been focusing on eye health for 30 years, leveraging innovative technology to build a comprehensive ecosystem in the eye health industry, aiming to create the "He Smart Bright City" [1] - He Eye Hospital is a member of the World Association of Eye Hospitals (WAEH) and actively participates in international training programs and foreign aid medical projects [1] Group 2 - Recently, He Eye Hospital has signed cooperation agreements with civil organizations from Malaysia, Pakistan, and Ethiopia to expand its international collaboration in public health within the eye health sector [2] - During the conference, He Eye Hospital signed a cooperation agreement with the Zambian Ministry of Health to enhance eye health services in Zambia through talent training, technology sharing, and innovative models [2] - He Eye Hospital aims to strengthen international cooperation in public health by sharing technology, exchanging talents, and providing public welfare services, contributing to the construction of a community with a shared future for mankind [2]

（编辑 姚尧） 证券日报网讯 何氏眼科9月17日在互动平台回答投资者提问时表示，公司是一家由"专家办院"，集医、 教、研于一体眼健康服务机构，创立以来秉承"贡献社会 患者信赖 共同发展"的经营理念，为大众提供 全生命周期的眼健康服务。公司深耕眼健康领域二十余年，拥有丰富的眼健康服务经验、成熟的医师培 养体系、良好的患者口碑及完善的三级眼健康医疗服务模式，以打造"智慧光明城"为目标，通过精准医 疗和智慧医疗赋能，为患者全面开启数字化、全场景、全生命周期眼健康管理的服务新模式，为患者提 供精准、便捷的眼科健康管理，推动眼科医疗服务向智能化、个性化的方向发展。 ...