博士眼镜(300622) - 2025年10月30日投资者关系活动记录表

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 1.08 billion yuan, representing a year-on-year growth of 18.05% [2] - The net profit attributable to shareholders was approximately 87.83 million yuan, with a year-on-year increase of 5.21% [2] - For Q3 2025, the company reported a revenue of approximately 394 million yuan, showing a year-on-year growth of 25.39% [2] - The net profit for Q3 2025 was about 31.80 million yuan, reflecting a year-on-year increase of 2.24% [2] Group 2: Product Sales and Market Share - The sales volume of functional lenses increased by 20.55% year-on-year, accounting for 39.49% of total lens sales [3] - Sales of adult progressive lenses grew by 37.69% year-on-year [3] - Sales of defocus lenses increased by 13.95% year-on-year [3] - Sales of fatigue-relief lenses rose by 23.12% year-on-year [3] Group 3: Strategic Partnerships and Innovations - The company has partnered with leading smart glasses brands including Starry Meizu, Thunder Innovation, XREAL, and others [3] - Over 150 retail stores have been upgraded to include smart glasses display cabinets, creating an immersive shopping experience to enhance customer conversion rates [3]