中国眼镜行业 丨白皮书 摘要： 整体概况： • 艾 瑞测 算， 2024 年中国眼镜零售市场规模 约 933 亿元 ，其中镜片 约 409 亿元 ，占整体眼镜产品市场的 44% ， 2019–2029 年镜片零售市场年均复合增长率 CAGR 约 6%– 8% 。 • 行 业 竞争格局呈"国际龙头 + 国产功能化品牌"并行： 依视路、卡尔蔡司等 在高端与品牌影响力上仍占优势， 汇鼎光学、全真光学、明月镜片等国产品牌在出货量与细分 赛道上快速追赶。 透明镜片市场： • 多年龄段视力需求推动行业 从 "单一屈光补偿"迈向"综合视力管理" ，形成"四位一体" 全周期方案。 • 6–18 岁近视防控领域， 离焦镜技术从周边离焦方案演进到多模态精准控轴技术 ，近视防控配 镜渠道结构明显分化，儿童青少年配镜 正 从"零售主导"走向"专业服务主导" 。 • 国产品牌 汇鼎光学自由环曲面镜片 率先在国内实现量产，镜片设计采用国内首创的双面自由 环曲面制造工艺，对镜片表面数以千个自由参数进行精准到微米级的面型优 化， 大幅减少人眼较为敏感的斜向像差，有效消除镜片周边畸变现象 。 • 35 岁及以上人群老视需求 从"能看清"升级为 ...

Overall Overview - The retail market size of China's eyewear industry is projected to reach approximately 93.3 billion yuan in 2024, with lenses accounting for about 40.9 billion yuan, representing 44% of the overall eyewear market. The compound annual growth rate (CAGR) for the lens retail market from 2019 to 2029 is estimated to be around 6% to 8% [1] - The competitive landscape of the industry features a dual structure of "international leaders + domestic functional brands," with companies like Essilor and Carl Zeiss maintaining advantages in high-end and brand influence, while domestic brands such as Huiding Optical and Mingyue Lenses are rapidly catching up in terms of shipment volume and niche markets [1] Transparent Lens Market - The industry is evolving from "single refractive compensation" to "comprehensive vision management," driven by vision needs across multiple age groups, forming a "four-in-one" full-cycle solution [2] - In the 6-18 age group, myopia prevention is transitioning from defocus lens technology to multi-modal precise control axis technology, with a clear shift in the fitting channel structure from "retail-led" to "professional service-led" [2] - Domestic brand Huiding Optical has achieved mass production of free-form curved lenses, utilizing a domestically pioneered dual-sided free-form manufacturing process to optimize thousands of surface parameters, significantly reducing oblique aberrations and effectively eliminating peripheral distortion [2] - For individuals aged 35 and above, the demand for presbyopia is evolving from "seeing clearly" to "seeing well and comfortably," with progressive lenses becoming the mainstream solution, although some consumers remain hesitant due to concerns about adaptability and effectiveness, indicating a need for authoritative endorsements and real experiences to facilitate cognitive conversion [2] Photochromic Lens Market - The mainstream technology for photochromic lenses is light-sensitive lenses, which can cover various refractive needs including myopia, astigmatism, presbyopia, and progressive lenses, extending to multiple scenarios such as commuting, driving, outdoor sports, post-operative protection, and fashion accessories [3] Market Trends - The optical lens industry is increasingly intersecting with the smart glasses industry, with optical experience likely becoming a key factor in the visual experience of future smart glasses [5] Retail Market Size - The retail market size for eyewear in China is expected to reach approximately 93.3 billion yuan in 2024, with a projected growth rate of about 8.2% year-on-year. The market is anticipated to exceed 100 billion yuan in 2025, driven by national vision health initiatives, myopia prevention policies for youth, and the ongoing demand for vision care due to an aging population. By 2029, the retail market size is expected to reach 133.2 billion yuan, with a CAGR of approximately 7.4% from 2024 to 2029 [6] Consumer Awareness and Market Dynamics - Over 80% of surveyed consumers have heard of photochromic lenses, indicating that they are entering the public consciousness, although there are still barriers to understanding, primarily concerns about material safety, functional authenticity, and lifespan degradation [7] - The industry needs to rebuild trust through transparent pricing and standardized fitting to alleviate the pressure of low-price competition on quality and innovation [7] - The technology for transparent lenses will continue to evolve towards precise control of defocus lenses, high-precision imaging of free-form curved surfaces, and intelligent progressive lenses [7] - The photochromic lens market will deepen its evolution around basic function upgrades, application scenario expansion, color diversification, and personalized customization [7] - The channel strategy will shift from selling products to vision health management, with professional vision services and digital follow-up capabilities becoming core competitive advantages [7] Lens Market Size - The retail market size for the lens industry in China is projected to be approximately 40.9 billion yuan in 2024, accounting for about 44% of the overall eyewear market. The CAGR for the lens retail market from 2019 to 2024 is estimated to be around 6.1%, with the market size expected to reach 58.5 billion yuan by 2029 [10] Competitive Landscape of Lens Market - The lens market is characterized by a "foreign dominance + domestic rise" structure, with Essilor holding approximately 30.9% market share, followed by Carl Zeiss at 23.9%. Together, these two international brands dominate over half of the high-end market. Domestic brands like Mingyue Lenses hold 7.1% market share, with Huiding Optical and others also capturing significant shares [13] - In terms of shipment volume, Essilor leads with 17.1% market share, followed by Mingyue Lenses at 12.0%, and Huiding Optical at 8.8%. Domestic brands collectively account for nearly 50% of the top 10 shipment volumes, indicating their growing presence in the consumer and functional lens markets [16] Visual Health Overview - A significant portion of the population faces vision health issues, with 95% of consumers experiencing varying degrees of vision problems. However, eye care behaviors are primarily reactive rather than proactive, indicating a need for greater awareness and education on eye health [18] - The demand is shifting from basic visual clarity to a comprehensive pursuit of visual comfort and quality management solutions [18] Youth Myopia Management - The myopia management market for youth is entering a structured competition phase, with foreign brands leading in the high-end segment while domestic brands accelerate their professional breakthroughs [20] Progressive Lens Market - The demand for progressive lenses is continuously upgrading, with the market size and technology system accelerating towards high-end and intelligent evolution. The market is characterized by a multi-tiered product system, including mature technology, high-end personalization, flagship intelligent algorithms, and cost-effective domestic options [28] Photochromic Lens Market Size - The retail market size for photochromic lenses in China is projected to be approximately 1.47 billion yuan in 2024, accounting for about 3.6% of the overall optical lens market. The market is expected to grow from 1.32 billion yuan in 2023 to 2.37 billion yuan by 2029, driven by consumer awareness and demand for upgraded functionalities [30] Competitive Landscape of Photochromic Lens Market - In terms of shipment value, domestic brand Huading Optical leads with a 46.8% market share, followed by Essilor at 14.8% and Carl Zeiss at 8.2%. The market exhibits a clear hierarchical structure [33] - In terms of shipment volume, Huading Optical also dominates with a 42.8% share, indicating its significant market penetration [35] Brand Characteristics in Photochromic Lens Market - The current photochromic lens market exhibits a "dual" competitive and development pattern, with international brands focusing on technology and brand value, while domestic brands emphasize efficiency and market penetration [38] Consumer Behavior Insights - Consumers typically replace their photochromic lenses every 16 months, with the main reasons for replacement being visible scratches or wear, although new features and scenarios also drive upgrades [43]

Overall Overview - The retail market size of China's eyewear industry is projected to reach approximately 93.3 billion yuan in 2024, with lenses accounting for about 40.9 billion yuan, representing 44% of the overall eyewear market. The compound annual growth rate (CAGR) for the lens retail market from 2019 to 2029 is estimated to be around 6% to 8% [1] - The competitive landscape of the industry features a dual structure of "international leaders + domestic functional brands," with companies like Essilor and Carl Zeiss maintaining advantages in high-end and brand influence, while domestic brands such as Huiding Optical and Mingyue Lenses are rapidly catching up in terms of shipment volume and niche markets [1] Transparent Lens Market - The industry is evolving from "single refractive compensation" to "comprehensive vision management," driven by vision needs across multiple age groups, forming a "four-in-one" full-cycle solution [2] - In the 6-18 age group, myopia prevention is transitioning from defocus lens technology to multi-modal precise control axis technology, with a clear shift in the fitting channel structure from "retail-led" to "professional service-led" [2] - Domestic brand Huiding Optical has achieved mass production of free-form curved lenses, utilizing a domestically pioneered dual-sided free-form manufacturing process to optimize thousands of free parameters on the lens surface, significantly reducing oblique aberrations and effectively eliminating peripheral distortion [2] - For individuals aged 35 and above, the demand for presbyopia is evolving from "seeing clearly" to "seeing well and comfortably," with progressive lenses becoming the mainstream solution. However, some consumers remain hesitant due to concerns about adaptability and effectiveness, indicating a need for authoritative endorsements and real experiences to facilitate cognitive conversion [2] Photochromic Lens Market - The mainstream technology for photochromic lenses is light-sensitive photochromic lenses, which can cover various refractive needs such as myopia, astigmatism, presbyopia, and progressive lenses, extending to multiple scenarios including commuting, driving, outdoor sports, post-operative protection, and fashion accessories [3] Market Trends - The optical lens industry is increasingly intersecting with the smart glasses industry, with optical experience likely becoming a key factor in the future visual experience of smart glasses [5] Retail Market Size - The retail market size of the eyewear industry in China is expected to reach approximately 93.3 billion yuan in 2024, with a year-on-year growth of about 8.2%. The market is projected to exceed 100 billion yuan in 2025, with a forecasted CAGR of approximately 7.4% from 2024 to 2029, reaching 133.2 billion yuan by 2029 [6] Consumer Awareness and Market Dynamics - Over 80% of surveyed consumers are aware of photochromic lenses, indicating that they are entering the public consumer sphere, although there are still cognitive barriers regarding material safety, functional authenticity, and lifespan concerns [7] - The industry needs to rebuild trust through transparent pricing and standardized fitting to alleviate the pressure of low-price competition on quality and innovation [7] - The technology for transparent lenses will continue to evolve in directions such as precise control of defocus lenses, high-precision imaging of free-form curved surfaces, and intelligent progressive lenses [7] - The photochromic lens market will deepen its evolution around basic function upgrades, expansion of application scenarios, color diversification, and personalized customization [7] - The channel will shift from selling products to vision health management, with professional vision services and digital follow-up capabilities becoming core competitive advantages [7] Lens Market Size - The retail market size of the lens industry in China is projected to be approximately 40.9 billion yuan in 2024, accounting for about 44% of the overall eyewear market. The CAGR for the lens retail market from 2019 to 2024 is estimated to be around 6.1%, with a forecasted market size of 58.5 billion yuan by 2029 [10] Competitive Landscape of Lens Market - The lens market is characterized by a "foreign investment leading + domestic rise" structure, with Essilor holding approximately 30.9% market share, followed by Carl Zeiss at 23.9%. Together, these two international brands dominate over half of the high-end market [13] - In terms of shipment volume, Essilor leads with a 17.1% share, while domestic brand Mingyue Lenses holds 12.0%, followed closely by Huiding Optical and Hongchen Optical with 8.8% and 8.7% respectively. Domestic brands collectively account for nearly 50% of the top 10 shipment volumes, indicating their growing presence in the mass consumer and functional lens markets [16] Visual Health Overview - A significant portion of the population faces vision health issues, with 95% of consumers experiencing varying degrees of vision problems. However, eye care behaviors are primarily reactive rather than proactive, indicating a need for greater awareness and education regarding eye health [18] Youth Market for Myopia Management - The myopia management market for children and adolescents is entering a structured competition phase, with foreign brands dominating the high-end segment while domestic brands accelerate their professional breakthroughs [20] Progressive Lens Market - The demand for progressive lenses is continuously upgrading, with the market size and technology system accelerating towards high-end and intelligent evolution. The market is characterized by a multi-tiered product system, including mature technology, high-end personalized options, flagship intelligent algorithms, and cost-effective domestic products [28] Photochromic Lens Market Size - The retail market size for photochromic lenses in China is projected to be approximately 1.47 billion yuan in 2024, accounting for about 3.6% of the overall optical lens market. The market is expected to grow from 1.32 billion yuan in 2023 to 2.37 billion yuan by 2029, driven by consumer awareness and demand for upgraded functionalities [30] Competitive Landscape of Photochromic Lens Market - In terms of shipment value, domestic brand Huading Optical leads with a 46.8% market share, followed by Essilor and Carl Zeiss at 14.8% and 8.2% respectively. The market exhibits a clear hierarchical structure [33] - In terms of shipment volume, Huading Optical also dominates with a 42.8% share, indicating its significant market penetration [35] Brand Characteristics in Photochromic Lens Market - The current photochromic lens market exhibits a "dual" competitive and development pattern, with international brands focusing on technology and brand value, while domestic brands emphasize efficiency and market penetration [38] Consumer Behavior in Photochromic Lens Market - Consumers typically replace their photochromic lenses every 16 months, with new features and scenarios driving the desire for product upgrades. The primary reasons for replacement include visible scratches and wear, but the appeal of new functionalities and experiences also plays a significant role [43] Industry Pain Points - The Chinese eyewear industry is currently facing a "value ambiguity and trust deficit" dilemma, necessitating the establishment of a transparent, professional, and agile service ecosystem to break through these challenges [45] Trends in the Eyewear Market - User demand is shifting from basic refractive compensation to comprehensive eye health management, driving the supply side towards professional, comprehensive, and scenario-based solutions [48] - The integration of industry ecosystems and the emphasis on optical experience are expected to be key competitive factors in the future of smart eyewear [50]