新华财经北京1月26日电 近年来，随着80后、90后家长健康与美学意识的觉醒，青少年早期矫治（以口 腔正畸为主）赛道凭借需求释放、技术革新与市场扩容，已成为口腔医疗领域的新蓝海。然而，这一赛 道在高速增长背后，正遭遇专业人才缺口、市场竞争加剧、成本与支付体系失衡三重挑战，规范协同发 展成为破局关键。 需求、技术与市场的三重共振，推动早矫赛道加速崛起 与此同时，隐形矫治、3D打印、AI动态力学反馈等技术的应用，大幅缩短疗程、提升治疗舒适度与精 准度，推动服务模式向数字化、个性化升级。 市场风向的转变，也迅速反映在行业头部企业的战略布局与实际行动中，形成了明确的产业共识。 国内隐形矫治龙头企业时代天使在其2025年中期业绩报告中，已将"儿童早期矫治"列为中国市场核心增 长驱动力之一。报告显示，公司针对儿童早期矫治市场的产品线KiD儿童版产品案例数占比持续提升， 相关资源投入显著增加。 无锡埃蒙迪材料科技有限公司董事长龙小平介绍，公司将采取一种更为灵活、敏捷的策略来切入该赛 道：通过与海外本土牙科品牌或医疗器械平台进行合作生产、技术授权等模式，快速响应市场需求，同 时有效控制独立运营的风险。 三重核心瓶颈制约行业可 ...

Core Insights - The company, Times Angel, reported strong growth in its mid-year performance for 2025, with a total case number for invisible orthodontics increasing by 47.7% year-on-year to approximately 225,800 cases, driven by both international and domestic markets [1][2] - Revenue increased by 33.1% year-on-year to approximately $161.4 million, with gross profit reaching $100.6 million and adjusted net profit at $19.5 million [1] - The company plans to strategically increase long-term investments in key areas to establish a more sustainable global business foundation [1][4] Group 1: Market Performance - In the international market, Times Angel achieved 117,200 cases, a year-on-year increase of 103.5%, benefiting from a low base last year and successful market expansion [2] - In the Chinese market, the case number reached 108,600, reflecting a year-on-year growth of 14%, driven by early intervention and emerging market strategies [2] - The company is enhancing public awareness of early intervention benefits for children's oral health, with a growing share of cases attributed to its KiD product line [2] Group 2: Innovation and R&D - Times Angel launched several innovative products and solutions for early treatment and complex cases, integrating key processes into the invisible orthodontics workflow [3] - The company is collaborating with universities for joint research, with results published in top international journals, providing solid academic support for innovation [3] - Intellectual property remains a core strategy, with ongoing investments in global patent layout and legal team strengthening to enhance compliance and innovation [3] Group 3: Operational Enhancements - The company is building a user-centered, environmentally friendly, and scalable world-class intelligent manufacturing system to meet growing market demands [3] - Significant resources are being allocated to upgrade data security infrastructure and operational processes to comply with data privacy regulations [4] - The CEO expressed confidence in the long-term growth prospects of the global invisible orthodontics industry, emphasizing investments in production scale, clinical service capabilities, and compliance [4]

Core Insights - The company, Times Angel, reported strong growth in its mid-year performance for 2025, with a total case number for invisible orthodontics increasing by 47.7% year-on-year to approximately 225,800 cases, driven by both international and Chinese markets [1][2] - Revenue increased by 33.1% year-on-year to approximately $161.4 million, with gross profit reaching $100.6 million and adjusted net profit at $19.5 million [1] - The company plans to strategically increase long-term investments in key areas to establish a more sustainable global business foundation [1][4] International Market Performance - In the international market, Times Angel achieved 117,200 cases, representing a year-on-year growth of 103.5%, attributed to a low base from the previous year and successful market expansion efforts [2] - The company expanded its market coverage through high-quality medical solution designs and continuous education programs led by key opinion leaders (KOLs) [2] Domestic Market Performance - In the Chinese market, the case number reached 108,600, with a year-on-year growth of 14%, driven by proactive early intervention strategies and emerging market developments [2] - The company focused on enhancing public awareness of early intervention benefits for children's oral health, with an increasing share of cases from its KiD children's product line [2] Product Innovation and R&D - Times Angel launched several innovative products and solutions for early treatment and complex cases, integrating key processes into the invisible orthodontics workflow [3] - The company is engaged in collaborative research with universities, with results published in top international journals, providing solid academic support for innovation [3] Intellectual Property and Compliance - Intellectual property remains a core strategy for Times Angel, with ongoing investments in global patent layout and legal team enhancement to strengthen compliance and innovation [3][4] - The company is committed to upgrading data security infrastructure to comply with data privacy regulations across all operational regions [4] Future Growth Strategy - The CEO expressed confidence in the long-term growth prospects of the global invisible orthodontics industry, emphasizing investments in production scale, clinical service capabilities, and compliance efforts to drive sustainable growth across all regions [4]