Recently, some institutions pointed out that the current investment in the pharmaceutical sector will gradually return to the main business, focusing on consumer medical care
.
It is expected that the ophthalmic industry chain in consumer healthcare may recover
first.
The ophthalmology market has great potential, and the data shows that the overall size of the domestic ophthalmic market is 170 billion yuan; The total ophthalmology market is over $50 billion and will continue to grow
in the future.
For the ophthalmic industry link, the institution recommends Aier Ophthalmology, Aibo Medical, Huaxia Ophthalmology, etc
.
Let's take a look at these companies
.
Aier Ophthalmology is an ophthalmic medical institution mainly engaged in the diagnosis and treatment of various ophthalmic diseases, surgical services and medical optometry
.
The company's core competitiveness is strong
.
1) Create a "four-level chain" business model, combined with the strategy of "one city and multiple hospitals", and cultivate the whole area horizontally and vertically; 2) The M&A fund model has outstanding advantages, and helps the in vitro hospital to spend about 1-5 years of incubation period through PE leverage, and after reaching a certain acquisition standard, it is merged into Aier at an appropriate price, increasing performance and accelerating expansion; 3) Multiple incentives (equity incentives, partnership plans, provincial capital hospital partner plans, etc.
) bind core doctor resources, and the pace of doctor introduction has accelerated significantly in recent years and the quality has improved
.
From the perspective of business, the company's refractive optometry led the growth, and new businesses such as presbyopia dry eye were gaining momentum, and the company's business blossomed
at more points.
It is reported that as an ophthalmic medical service enterprise, Aier Ophthalmology has been sinking into the grassroots
in recent years.
It is reported that on the evening of January 3, Aier Eye Department issued an announcement that it intends to invest 471 million yuan to acquire 14 hospitals
such as Shaoxing Aier and Zhoushan Aier.
The 14 hospitals acquired this time are similar to the 26 eye hospitals acquired on November 29, 2022, all of which are mainly primary hospitals, distributed in 8 provinces, all of which are prefecture-level cities and below
.
Aibo Medical focuses on the independent research and development, production, sales and related services
of ophthalmic medical devices.
It is a domestic manufacturer of high-end refractive intraocular lenses and one of the main manufacturers of
foldable intraocular lenses in China.
It is reported that the core products of Aibo Medical continue to grow, and the company's performance in the third quarter of 2022 is eye-catching, with revenue of 168 million yuan in a single quarter, a year-on-year increase of 41.
92%, and a net profit attributable to the parent of 75.
8311 million yuan, a year-on-year increase of 55.
19%.
In addition, the company's research projects are also progressing
steadily.
It is reported that the company's PR crystal research and development project for refractive correction has completed most of the patients out of the group, and the research and development of PR crystal-related next-generation products is also advancing
.
The company said that products for presbyopia patients have a certain market demand, and the subsequent company will consider the layout
according to the market and research and development situation.
In addition, according to the third quarterly report, the rigid contact lens enzyme cleaner developed by the company during the third quarter has been approved by the Food and Drug Administration and is currently being marketed, and the company's astigmatism intraocular lens has also been approved for marketing in Malaysia, and the overseas market layout is worth looking forward to
.
On November 1, 2022, Aibo Medical also issued an announcement announcing that the company's "aspheric diffraction multifocal intraocular lens" was approved for registration
through the special review of innovative medical devices by the State Food and Drug Administration.
Aspheric diffraction multifocal IOLs are suitable for vision correction in adult cataract patients
.
Huaxia Ophthalmology is a large medical chain group
focusing on ophthalmic specialist medical services.
Based on the development of ophthalmic diagnosis and treatment, the company has established an ophthalmic general diagnosis and treatment service system covering eight subspecialties of ophthalmology and optometry specialties, and has solid diagnosis and treatment capabilities
in the field of diagnosis and treatment of complex ophthalmic diseases.
According to the data, at present, Huaxia Ophthalmology has opened 57 ophthalmic hospitals and 23 optometry chain centers
in China.
It is understood that since the successful listing on the Growth Enterprise Market of the Shenzhen Stock Exchange on November 7, 2022, Huaxia Ophthalmology has carried out a series of market and capital layouts, and has successively explained the panorama of development: self-construction and mergers and acquisitions two-wheel drive, in the future, 120-150 eye hospitals and 200 optometry centers will be deployed, accelerate the development of refractive energy, optometry, dry eye and other diseases, and strive to account for 60% and more of consumer medical revenue, and the existing hospitals are expected to turn a profit in 2024, and are expected to maintain 30% in the next 3 to 5 years of profit growth
.
The agency said that the "golden eye" is expected to return in 2023, and the industry will usher in a recovery
.
And in the long run, expanding domestic consumption should increase the level of disposable income of residents, and the increase in income level will directly increase the willingness of residents to seek medical services and pay, which will benefit the ophthalmic medical service industry
in the long run.
In addition, some institutions also said that the long-term trend of domestic epidemic prevention and control will not change, and out-of-hospital consumer medical care will continue to warm up, and it is recommended to pay attention to innovative enterprises that benefit from centralized procurement and localization of ophthalmic devices
.
In addition, with the support of relevant policies such as the "14th Five-Year Plan" National Eye Health Plan, "Myopia Prevention and Control" and "Strategic Plan for Expanding Domestic Demand", ophthalmic companies are expected to maintain a high degree of
prosperity.
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