Recently, Aier Ophthalmology released a third-quarter report, in the first three quarters, the company achieved operating income of 13.
052 billion yuan, a year-on-year increase of 12.
55%, and a net profit attributable to the parent of 2.
357 billion yuan, a year-on-year increase of 17.
65%, of which non-net profit was 2.
504 billion yuan, a year-on-year increase of 15.
10%.
According to the report, the revenue growth is mainly caused by
the expansion of the company's operating scale, the improvement of brand influence and the change in the structure of medical demand.
From the data point of view, with the growth of Aier Ophthalmology in the first three quarters, its net profit growth rate has slowed down
.
However, in the context of the greater impact of the epidemic on patients and hospital admissions, Aier Ophthalmology can still achieve revenue growth and perform very well
.
The industry believes that this is not only related to the expansion of its business scale, but also related
to the vast space of the ophthalmic medical market.
In recent years, with the aging of China's population and the widespread use of electronic products, the incidence of eye diseases is continuing to increase, and the scale of the ophthalmic medical market has shown a steady growth trend
.
It is understood that up to now, benefiting from the good development of the industry, many companies in the ophthalmic sector have ushered in performance growth
.
In addition to Aier Ophthalmology, from the semi-annual reports disclosed by Aibo Medical, Haohai Shengke, OPCOM Vision, etc.
, the performance of some ophthalmic companies has also maintained stable growth
.
Among them, Xingqi Eye Medicine released its 2022 half-year report, showing that in the first half of the year, the company also achieved a year-on-year increase of 29.
89% in operating income to 601 million yuan, and a net profit attributable to shareholders of listed companies increased by 50.
53% year-on-year to 121 million yuan
.
It is worth mentioning that Shenyang Xingqi Eye Hospital Co.
, Ltd.
, a wholly-owned subsidiary of Xingqi Eye Medicine, had a revenue of 219 million yuan and a net profit of 37.
568 million yuan
in the first half of the year.
In other words, Xingqi Eye Hospital alone contributed more than 1/3 of the revenue
to Xingqi Eye Medicine.
With the aging of the population and the excessive use of electronic products, the number of patients with eye diseases is continuing to rise, which has also driven the market demand for
ophthalmic drugs.
According to data from the China Commercial Industry Research Institute, the market size of ophthalmic drugs in China has reached 2.
8 billion US dollars
in 2020.
With the stable growth trend, the market size of ophthalmic drugs has also become a key area for the strategic layout of
many domestic pharmaceutical companies.
It is reported that Zhaoke Ophthalmology said in early August this year that its partner Vyluma Inc.
(a wholly-owned subsidiary of Nevakar Inc.
, a US biopharmaceutical company), is conducting phase III clinical trials of NVK002 (one of the core products of Zhaoke Ophthalmology) in Europe and the United States, which is expected to be completed by the end of 2022, and is expected to submit a new drug application to the US Food and Drug Administration in 2023.
NVK002 is currently positioned as the world's first clinically proven approved drug
for the treatment of myopia progression.
In July, Vivision Biotech announced that its self-developed innovative drug VVN539 (for the treatment of open-angle glaucoma) completed the enrollment of the first patient in the phase II clinical trial in the United States, marking that the development of the first independent innovative drug for glaucoma in China has entered a rapid advancement stage
.
.
.
.
.
.
.
The industry believes that in the short term, although the ophthalmic market has fluctuated under the disruption of the epidemic, the growth resilience is still strong
.
In the future, driven by trends such as the popularization of electronic products and the aging of the population, the domestic ophthalmic market will continue to grow, and the development space of the industry will become broader and broader
.
Affected by this, the enthusiasm of related enterprises for research and development will continue to rise, and at the same time, the performance may usher in a new wave of growth
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.
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