Group 1 - The global eye health market is experiencing significant growth, with a compound annual growth rate (CAGR) of 31.7% in ophthalmic medications over the past three years, and a year-on-year growth rate exceeding 56.5% in the first five months of 2025 [1] - There is a rising demand for eye care treatments across all age groups in China, driven by increasing awareness of eye health issues such as myopia, dry eye disease, and visual fatigue [1] - Online channels, particularly internet hospitals, are becoming essential for eye health management, improving patient consultation rates by over 20% and reducing consultation intervals from 4.3 months to 2.8 months [1] Group 2 - Companies are leveraging platforms like JD Health to integrate B2C and O2O business models, enhancing brand communication and meeting consumer demands for immediate access to medications [2] - The future strategy for pharmaceutical companies in the eye care sector will focus on embracing internet and AI technologies, accelerating new drug development, and deepening collaborations with online platforms [2] - Santen, a global company specializing in ophthalmology, is launching its products online, believing in the value of online channels to efficiently match user needs and cover all scenarios [2] Group 3 - The online market shows strong advantages for specific categories such as dry eye, visual fatigue, and pediatric myopia medications, with sales of second-generation dry eye medications increasing over fourfold in three years [3] - Nearly 70% of patients are using JD Internet Hospital to gather information about medications for visual fatigue, indicating a shift towards online health resources [3] - The industry is expected to continue expanding the supply chain capabilities for ophthalmic drugs, aiming to create a comprehensive eye health protection system that spans prevention, diagnosis, and rehabilitation [3]

转自：新华财经 北京大学第一医院眼科主任医师李海丽、北京大学人民医院眼科主任医师侯婧、中山大学中山眼科中心 副主任医师胡安娣娜基于临床经验，会上分享了当下青少年、老年人等不同人群的眼健康问题，强调了 科学防控与日常护理的重要性。京东健康互联网医疗业务部负责人介绍，早在2019年，京东健康就上线 了眼科中心，目前，京东互联网医院汇集了全国近2000名三甲医院的眼科医生，7X24小时在线，平均 30秒接诊，能够随时随地为用户提供专业的眼科诊疗服务。 珍视明药业总裁胡北表示，线上渠道已成为品牌触达消费者、提升销量的核心阵地。通过京东健康等平 台，企业实现了B2C与O2O业务的深度融合，既强化了品牌传播，又通过"次日达""即时购"服务满足了 用户对药品即时性和便利性的需求。据京东健康医药业务部负责人介绍，2024年京东健康已经为超过 1100万眼科疾病患者提供用药服务，其中有超40%的用户来自三线城市及以下。 兴齐眼药营销中心总裁张辰杨则提出，未来药企渠道战略的核心关键词是"改变"，需积极拥抱互联网和 人工智能技术，加速新药研发与精准投放，同时深化与京东健康等平台的合作，共创眼健康生态。 参天中国区总裁向宇介绍，参天 ...

曾凭借国内唯一获批的"近视神药"硫酸阿托品滴眼液独占市场的兴齐眼药，正面临前所未有的围剿。随 着恒瑞医药、兆科眼科等巨头的同类药品上市申请获受理，兴齐眼药赖以生存的"护城河"开始崩塌。 巨头围猎，神药壁垒瓦解 2024年3月，兴齐眼药的0.01%硫酸阿托品滴眼液正式获批上市，迅速成为业绩引擎——当年滴眼剂收 入飙涨106%至13.66亿元，阿托品单品贡献超10%营收。然而好景不长，恒瑞医药子公司成都盛迪医药 的同类产品上市申请已获受理，兆科眼科的两款低剂量阿托品也进入审批通道，欧康维视、齐鲁制药等 企业的Ⅲ期临床试验更是步步紧逼。 更严峻的是对手的碾压性优势。恒瑞医药2024年报显示其拥有8910名销售人员，而兴齐眼药仅1197人。 一旦巨头量产，其渠道火力将直接冲击兴齐命脉。 业绩过山车，政策扼住命门 阿托品对兴齐业绩的影响堪称"惊险跳跃"。2019年凭借旗下眼科医院的"内部销售权"，公司扣非净利润 暴涨208%；2021年借助互联网医院突破销售限制，利润飙升至1.85亿元，较未销售阿托品的2018年激 增17倍。但2022年网售处方药新规出台后，增速骤降至12.55%，直到2024年正式获批才重现44.5 ...

Group 1 - The core viewpoint of the articles highlights that Shenyang Xingqi Eye Pharmaceutical Co., Ltd. has maintained an A-level ESG rating, ranking 19th among 286 companies in the pharmaceutical industry, with scores exceeding industry averages in environmental, social, and governance dimensions [2][3] - In 2024, the company increased its R&D investment to 235 million yuan, accounting for 12.11% of its operating revenue, and achieved significant product milestones, including the approval of the first eye medication to slow myopia progression in children [3] - The company has established a comprehensive ESG management system, integrating ESG principles into daily operations and forming a strategic core named "BRIGHT," which includes a management framework and clear responsibilities [3][4] Group 2 - The company aims to respond to national green development goals by enhancing its ESG management, optimizing resource allocation, and promoting technological innovation to create greater industrial, environmental, and social value [4]