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银川市兴庆区睛靓美隐形眼镜有限公司成立 注册资本5万人民币
Sou Hu Cai Jing· 2025-10-11 13:45
天眼查App显示,近日,银川市兴庆区睛靓美隐形眼镜有限公司成立,法定代表人为吴礼月,注册资本 5万人民币,经营范围为许可项目:第三类医疗器械经营。(依法须经批准的项目,经相关部门批准后 方可开展经营活动,具体经营项目以相关部门批准文件或许可证件为准)一般项目:眼镜销售(不含隐 形眼镜)。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
2025东盟国际眼镜展在曼谷举行
Zhong Guo Xin Wen Wang· 2025-10-09 17:10
中新网曼谷10月9日电(记者李映民)为期三天的2025东盟国际眼镜展9日在曼谷盛大启幕。展会由德纳展 览与博观国际主办,亚洲眼视光执业管理协会提供国际学术支持,新加坡眼谷、大韩光学产业协会、泰 国视觉光学协会、中国国际商会等协办。 开幕式现场。李映民摄 展会展出面积超10000平方米,吸引230家优质展商集中亮相,覆盖太阳镜、光学架、儿童镜、镜片、隐 形眼镜、眼健康服务、设备与仪器等眼镜相关产品与服务,吸引了来自泰国、越南、印尼、印度等30多 个国家的专业观众,其中包括区域代理商、经销商、电商平台及零售终端。 展览现场。李映民摄 展会期间还举办亚太区眼健康峰会-泰国站、泰国视光协会研讨会、亚太眼视光高峰论坛、泰国研学团 等系列活动,为参展商与采购商提供学术、商业与产业生态的多维度交流机会。(完) (文章来源:中国新闻网) 国际品牌展区集中展示全球知名品牌;亚洲原创设计师展区聚焦亚洲新兴设计力量,展示差异化产品与 创意设计,满足渠道商对个性化、原创性、高附加值产品的采购需求。 展会现场,多家智能眼镜企业集中展示前沿产品,观众可亲身体验 AI眼镜带来的沉浸式交互与智能化 应用,直观感受人工智能与眼镜产业的深度融合 ...
网售医疗器械新规落地 守护公众购械“云端”安全
Zhong Guo Xin Wen Wang· 2025-10-02 01:11
Group 1 - The core viewpoint of the articles highlights the implementation of the "Medical Device Online Sales Quality Management Specification" on October 1, which aims to establish clearer safety standards for the rapidly growing online medical device sales sector [1] - The number of companies engaged in online sales of medical devices in China has surged from 8,717 in 2018 to over 360,000, while the number of third-party platform companies has increased from 77 to over 800 [1] - The new specification consists of four chapters and 50 articles, providing specific guidance on common industry issues, helping companies fulfill their responsibilities, and promoting healthy market development [1] Group 2 - Zhejiang Province previously introduced the "Compliance Guidelines for Online Sales of Medical Devices (First Edition)," which includes 29 specific provisions to serve as a practical "operating manual" for companies [2] - The guidelines establish five basic principles: legal compliance, prioritizing quality and safety, ensuring accurate information, maintaining risk control throughout the process, and fully protecting consumer rights [2] - The Zhejiang Provincial Drug Administration has issued reminders for consumers to check the qualifications of sellers and products, choose legitimate platforms, and retain transaction receipts when purchasing medical devices online [2]
爱博医疗股价跌5.02%,南方基金旗下1只基金重仓,持有213.12万股浮亏损失814.12万元
Xin Lang Cai Jing· 2025-09-23 06:06
截至发稿,王峥娇累计任职时间7年61天,现任基金资产总规模24.17亿元,任职期间最佳基金回报 77.66%, 任职期间最差基金回报-53.83%。 9月23日,爱博医疗跌5.02%,截至发稿,报72.28元/股,成交2.39亿元,换手率1.71%,总市值139.79亿 元。 数据显示,南方基金旗下1只基金重仓爱博医疗。南方医药保健灵活配置混合A(000452)二季度持有 股数213.12万股,与上期相比持股数量不变,占基金净值比例为6.07%,位居第二大重仓股。根据测 算,今日浮亏损失约814.12万元。 南方医药保健灵活配置混合A(000452)成立日期2014年1月23日,最新规模24.05亿。今年以来收益 50.93%,同类排名1016/8172;近一年收益57.98%,同类排名2533/7995;成立以来收益242.22%。 南方医药保健灵活配置混合A(000452)基金经理为王峥娇。 资料显示,爱博诺德(北京)医疗科技股份有限公司位于北京市昌平区科技园区兴昌路9号,成立日期 2010年4月21日,上市日期2020年7月29日,公司主营业务涉及眼科医疗器械的自主研发、生产、销售及 相关服务。主营业务 ...
爱博医疗股价跌5.02%,华宝基金旗下1只基金位居十大流通股东,持有441.69万股浮亏损失1687.25万元
Xin Lang Cai Jing· 2025-09-23 06:06
9月23日,爱博医疗跌5.02%,截至发稿,报72.28元/股,成交2.39亿元,换手率1.71%,总市值139.79亿 元。 资料显示,爱博诺德(北京)医疗科技股份有限公司位于北京市昌平区科技园区兴昌路9号,成立日期 2010年4月21日,上市日期2020年7月29日,公司主营业务涉及眼科医疗器械的自主研发、生产、销售及 相关服务。主营业务收入构成为:人工晶状体43.86%,隐形眼镜30.06%,角膜塑形镜15.14%,其他近 视防控6.01%,其他手术产品2.37%,其他视力保健1.62%,其他收入0.95%。 截至发稿,胡洁累计任职时间12年346天,现任基金资产总规模843.4亿元,任职期间最佳基金回报 168.39%, 任职期间最差基金回报-98.01%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,华宝基金旗下1只基金位居爱博医疗十大流通股东。华宝中证医疗ETF(512170)二季度增 持23.18万股,持有股数441.69万 ...
爱博医疗(688050):高端晶状体收入快速增长,海外市场加速布局
Huachuang Securities· 2025-09-17 01:14
Investment Rating - The report maintains a "Recommended" rating for the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [22]. Core Insights - The company reported a revenue of 787 million yuan for the first half of 2025, representing a year-on-year growth of 14.72%, with a net profit of 213 million yuan, up 2.53% [2]. - The high-end intraocular lens segment is experiencing rapid growth, and the company is accelerating its overseas market expansion [2][6]. - The company has a strong pipeline of innovative products, with several projects in the registration phase and expected to launch soon [6]. Financial Performance - For the first half of 2025, the company achieved a revenue of 787 million yuan, with a net profit of 213 million yuan, and a non-recurring net profit of 204 million yuan [2]. - The revenue for Q2 2025 was 430 million yuan, reflecting a year-on-year increase of 14.44%, while the net profit for the same period was 121 million yuan, up 14.85% [2]. - The company forecasts total revenue of 1,795 million yuan for 2025, with a year-on-year growth rate of 27.3% [7]. Business Segmentation - The high-end intraocular lens revenue reached 364 million yuan in H1 2025, growing by 9.70%, with artificial lens products contributing 345 million yuan, up 8.23% [6]. - The company’s near-sightedness prevention segment generated 166 million yuan, with a growth of 8.28%, while vision care revenue was 249 million yuan, increasing by 27.43% [6]. - Domestic revenue was 744 million yuan, up 12.37%, while overseas revenue surged by 80.10% to 43 million yuan, indicating a strong international market strategy [6]. Valuation and Price Target - The report sets a target price of 100 yuan, based on a DCF model that values the company at approximately 194 billion yuan [3][6]. - The expected earnings per share (EPS) for 2025 is projected at 2.40 yuan, with a price-to-earnings (P/E) ratio of 32 [7].
爱博医疗(688050):高端晶体和软镜快速放量,产品管线持续推进
NORTHEAST SECURITIES· 2025-09-16 07:46
Investment Rating - The report assigns a "Buy" rating to the company [1][4][6] Core Views - The company reported a revenue of 787 million yuan in H1 2025, representing a year-on-year increase of 14.72%, and a net profit attributable to shareholders of 213 million yuan, up by 2.53% [1] - The growth in high-end crystals and soft lenses is accelerating, with a strong product pipeline continuing to advance [1][3] - The company is positioned as a leading domestic ophthalmic consumables manufacturer, benefiting from rapid growth in high-end consumables and capacity expansion in soft lenses [4] Financial Performance Summary - Revenue and Profit: In H1 2025, the company achieved a revenue of 787 million yuan (+14.72%) and a net profit of 213 million yuan (+2.53%) [1] - Gross Margin: The gross margin for H1 2025 was 65.25%, reflecting a decrease of 3.98 percentage points due to the dilution from the colored lens business [2] - Profitability Metrics: The net profit margin was 26.30% (-2.75 percentage points), and the attributable net profit margin was 27.11% (-3.22 percentage points) [2] Business Segments Performance - Artificial Lens: Revenue from the artificial lens business was 345 million yuan (+8.23%) with a gross margin of 86.42% [3] - Orthokeratology Lens: Revenue from orthokeratology lenses was 119 million yuan (+5.63%) with a gross margin of 84.76% [3] - Other Myopia Control Products: Revenue from other myopia control products was 47 million yuan (+15.58%) with a gross margin of 69.65% [3] - Contact Lens: Revenue from contact lenses was 236 million yuan (+28.89%) with a gross margin of 27.76% [3] Product Pipeline and R&D - The company has received approvals for several products, including the "Long Crystal" artificial lens and silicone hydrogel soft lenses [4] - Ongoing R&D includes EDoF artificial lenses and various types of hyaluronic acid for filling, with several products in clinical trials [4] Earnings Forecast and Valuation - The company is expected to generate revenues of 1.738 billion yuan, 2.229 billion yuan, and 2.751 billion yuan for the years 2025, 2026, and 2027, respectively [4] - Projected net profits for the same years are 454 million yuan, 574 million yuan, and 720 million yuan [4] - Corresponding P/E ratios for 2025, 2026, and 2027 are estimated at 33X, 26X, and 21X, respectively [4]
每周股票复盘:迈得医疗(688310)合同负债增83.28%在手订单回暖
Sou Hu Cai Jing· 2025-09-13 21:31
Core Viewpoint - The company is focusing on integrating its contact lens business with CDMO and proprietary brand sales, aiming to develop a multi-brand matrix to capture customer segments. Group 1: Financial Performance - As of June 30, 2025, the company's contract liabilities amounted to 181.57 million yuan, an increase of 83.28% compared to the end of the previous year, indicating a growth in orders that supports the recovery of the main business [2][3]. - The current market capitalization of the company is 3.26 billion yuan, ranking 68th out of 78 in the automation equipment sector and 4346th out of 5153 in the A-share market [1]. Group 2: Product Development - The company is applying for registration of daily disposable soft contact lenses, while the silicone hydrogel products are still in the research and sample preparation stage [2][3]. - The company plans to start with the hydrogel series for its contact lens products and will subsequently develop silicone hydrogel series and functional soft lenses [1]. Group 3: Market Dynamics - The safety infusion equipment segment is currently under pressure due to reduced investment willingness from downstream customers and intensified domestic competition [1][3]. - The blood purification equipment segment is maintaining a growth trend, benefiting from the ongoing domestic replacement of blood dialysis devices [1][3]. - New product categories, including pre-filled series devices and insulin injection pen series devices, are showing positive trends due to the development of biopharmaceuticals, medical aesthetics, and weight-loss drug markets [1].
爱博医疗(688050):人工晶体高端产品增长迅速 单二季度归母净利环比增长30%
Xin Lang Cai Jing· 2025-09-11 12:36
Core Viewpoint - The company reported strong revenue growth and achieved a record high profit since its listing in the second quarter of 2025, despite challenges from macroeconomic conditions and industry policies [1][4]. Financial Performance - In the first half of 2025, the company achieved revenue of 787 million (+14.72%) and a net profit attributable to shareholders of 213 million (+2.53%) [1]. - The second quarter revenue was 430 million (+14.44%), with a quarter-on-quarter growth of 20.25% [1]. - The net profit for the second quarter was 121 million (+14.85%), with a quarter-on-quarter increase of 30.46%, marking the highest quarterly profit since the company went public [1]. Product Performance - Revenue from artificial crystals reached 345 million (+8.23%), with high-end products like "All-View" multifocal intraocular lenses and "Long Crystal" intraocular lenses showing rapid growth [2]. - The "Puno Tong" orthokeratology lens generated revenue of 119 million (+5.63%), maintaining sales growth amid intensified competition and consumer downgrade [2]. - Revenue from contact lenses was 236 million (+28.89%), driven by the expansion of self-branded sales channels [2]. Profitability Metrics - The gross profit margin for the first half of 2025 was 65.25% (-4.43 percentage points), primarily affected by the increased proportion of lower-margin contact lens products [3]. - The gross profit margin for the second quarter improved to 65.80%, up 1.80 percentage points from the previous quarter [3]. - The net profit margin for the second quarter improved to 27.26%, showing both year-on-year and quarter-on-quarter improvements [3]. Product Development - The company launched the "Long Crystal" intraocular lens for correcting/reducing myopia in adults in January 2025 [3]. - Self-developed silicone hydrogel contact lenses (model: S2DRT) have been certified, and various intraocular lens projects are progressing well [3]. Investment Outlook - The company is the first domestic manufacturer to independently develop high-end refractive intraocular lenses, with a well-established myopia prevention product line and a rapidly expanding contact lens business [4]. - The first domestically produced intraocular lens, Long Crystal, has significant import substitution potential, with future platform and international development prospects [4]. - Profit forecasts for 2025-2027 have been adjusted to 427 million, 520 million, and 627 million, respectively, reflecting a year-on-year growth of 10.0%, 21.7%, and 20.5% [4].
爱博医疗(688050):人工晶体高端产品增长迅速,单二季度归母净利环比增长30%
Guoxin Securities· 2025-09-11 12:00
Investment Rating - The investment rating for the company is "Outperform the Market" [5][24]. Core Views - The company has shown rapid growth in high-end artificial lens products, with a significant increase in quarterly profits, achieving a record high since its listing [1][8]. - Despite challenges from macroeconomic conditions and industry policies, the company has maintained steady revenue growth, although net profit growth has lagged behind revenue growth due to lower margins from certain products [1][8]. - The company is the first domestic manufacturer to independently develop high-end refractive artificial lenses, with a well-established myopia prevention product line and significant potential for platform and international development [24]. Financial Performance - In the first half of 2025, the company achieved revenue of 787 million (up 14.72%) and a net profit of 213 million (up 2.53%), with a record quarterly net profit of 121 million in Q2, reflecting a 30.46% increase quarter-on-quarter [1][8]. - The gross profit margin for the first half of 2025 was 65.25%, impacted by a higher proportion of lower-margin products, while the net profit margin improved to 27.26% in Q2 [3][19]. - The company’s operating cash flow remained healthy, with a net cash flow from operating activities of 154 million (up 26.43%) in the first half of 2025 [19]. Business Segments - Revenue from artificial lenses reached 345 million (up 8.23%), with high-end products like "Longjing" and "All-View" lenses seeing rapid growth [2][14]. - The myopia prevention product line, particularly the "Punotong" corneal shaping lens, generated 119 million (up 5.63%), maintaining sales growth amid increased competition [2][14]. - The contact lens segment reported revenue of 236 million (up 28.89%), driven by the expansion of self-branded sales channels [2][14]. Future Outlook - The company has revised its profit forecasts for 2025-2027, now expecting net profits of 427 million, 520 million, and 627 million, respectively, with year-on-year growth rates of 10.0%, 21.7%, and 20.5% [24]. - The current stock price corresponds to a price-to-earnings ratio (PE) of 35.9, 29.5, and 24.4 for the years 2025, 2026, and 2027, respectively [24].