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爱博医疗:正逐渐接触南美洲和东南亚地区代理商,并已建立自有直销国际团队
Cai Jing Wang· 2025-09-04 04:31
9月4日,爱博医疗举办2025年半年度业绩说明会。会上管理层表示,2025年上半年,公司自主开发 的"全视"多焦人工晶状体产品呈现快速增长态势,其在人工晶状体产品收入中的占比持续提升。从长期 发展的角度来看,我国白内障手术普及率与发达国家相比仍存在较大差距,行业未来整体发展空间依然 广阔。 公司海外市场销售主要在欧洲发达国家,在亚洲、南美洲、非洲亦有业务布局。龙晶®PR和隐形眼镜已 在部分境外地区取得注册证。国际化是公司的重要战略之一。目前,公司正加速推进海外市场布局,除 现有主要销售的欧洲国家外,公司近期正逐渐接触南美洲和东南亚地区的代理商,同时已建立自有直销 国际团队。 交流中管理层介绍,龙晶PR产品已经进入大部分民营眼科医院集团,整体民营医院进展顺利,正在按 照计划推进公立医院入院流程。公司已开展多场PR培训认证,并通过学术推广,让医生群体更了解和 熟悉PR特点和术式。从手术操作上来说,龙晶晶体手术和白内障晶体手术二者均属于精细的眼内植入 手术,均需要高超的操作技巧,但两者手术操作有较大区别。 (上证路演) ...
【私募调研记录】易鑫安资管调研爱博医疗
Zheng Quan Zhi Xing· 2025-04-29 00:10
Core Viewpoint - Recent research by Yixin An Asset Management on Aibo Medical indicates strong revenue growth and challenges in production quality, with a focus on expanding market share in the ophthalmic medical materials sector [1] Company Summary - Aibo Medical is projected to achieve total revenue of 1.41 billion yuan in 2024, representing a year-on-year increase of 48.24%, with a net profit of 388 million yuan, up 27.77% [1] - In Q1 2025, revenue is expected to grow by 15.07%, although net profit is anticipated to decline [1] - The Dragon Crystal® PR product is performing well in promotion, with positive feedback from doctors, but initial production quality is low and costs are high, leading to expectations of significant sales growth in Q2 [1] - The All-View® series and Dragon Crystal® products together account for over one-third of the revenue from the artificial lens business, with the All-View® series contributing approximately 25% [1] - The company has expanded its surgical treatment business to over 3,500 hospitals, indicating a significant increase in market share [1] - Despite a panic-driven price drop in the industry due to centralized procurement policies, the proportion of high-end products has increased, leading to a significant rebound in average sales prices [1] - Aibo Medical has optimized its production line layout and personnel configuration to reduce the comprehensive production costs of artificial lenses [1] - The volume of artificial lenses shipped in 2024 is expected to grow by over 40% year-on-year, with implant volume increasing by over 30% [1] - The company is facing challenges with non-spherical trifocal astigmatism correction artificial lenses in the centralized procurement process, while the non-spherical extended depth of focus (EDoF) lenses are expected to participate [1] - Aibo Medical has established a cross-disciplinary process special team to focus on key areas such as materials and molds [1] - The average factory price of orthokeratology lenses has increased, while the growth of defocus frame lenses has slowed in Q1 of this year [1] - The company has a long-term focus on the biomedical materials field, extending its business from ophthalmology to medical repair, orthopedics, and sports medicine [1] - Aibo Medical's closed-loop system of independent research and production effectively mitigates risks from external supply chain disruptions or increased tariffs [1] - The surgical treatment business is expected to continue growing, with the myopia prevention business enhancing market share through high-end products, and the contact lens business improving gross margins through technological optimization [1]