Eyes are an important organ of the human body.
In recent years, the development of the ophthalmology industry has begun to accelerate as the people of our country are affected by various factors such as lifestyle changes, the increase in the use of electronic products, and the improper use of eyes
.
Up to now, in the ophthalmology sector, Aier Ophthalmology, Aibo Medical, Haohai Biotechnology, and Opcon Vision have all disclosed their semi-annual reports, and the performance of some ophthalmic companies has maintained steady growth
.
Among them, from the perspective of net profit growth, the net profit of Aier Ophthalmology, Aibo Medical, Xingqi Eye Medicine, etc.
in the first half of the year increased year-on-year.
Among them, Aier Ophthalmology announced that in the first half of 2022, the company's operating income was 8.
107 billion yuan, a year-on-year increase.
An increase of 10.
34%; the net profit attributable to the parent was 1.
291 billion yuan, a year-on-year increase of 15.
73%
.
R&D investment was 114 million yuan, an increase of 11.
12% year-on-year
.
Basic earnings per share were 0.
2416 yuan per share, a year-on-year increase of 16.
77%
.
According to the 2022 semi-annual report released by Xingqi Eye Medicine, in the first half of this year, the company also achieved a year-on-year increase of 29.
89% in operating income to 601 million yuan; the 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, only one company of Xingqi Eye Hospital contributed more than 1/3 of the revenue of Xingqi Eye Medicine
.
It is worth noting that in the interim report, many companies mentioned the impact of repeated epidemics on company performance
.
For example, Aier Ophthalmology said that since the beginning of this year, the epidemic situation in various parts of the country has been repeated, and many hospitals have temporarily suspended outpatient clinics and operations due to epidemic prevention and control, or have been affected to varying degrees due to epidemic current restrictions
.
Aibo Medical said that due to the impact of the epidemic in the second quarter of 2022, the number of cataract surgeries in medical institutions in some regions decreased, resulting in a phased slowdown in the growth rate of intraocular lenses
.
OPCOM also stated that the sales of the company's main products and the revenue of optometry services were greatly affected by the epidemic, and prevention and control measures were generally taken to restrict or even stop the normal operation of ophthalmology and optometry service institutions in areas where the epidemic occurred
.
In this regard, the industry believes that in the short term, although the ophthalmology market fluctuates under the disturbance of the epidemic, the growth resilience is still strong, and the delay in medical treatment superimposes new demand.
.
In fact, in recent years, the demand for ophthalmic medical services in China has been showing a continuous growth trend.
The trend of online entertainment and online social interaction intensifies the intensity of eye use, which has a greater impact on visual health and brings more demand for ophthalmic medical services
.
In addition, favorable policies are also a major factor
.
Since 2018, the Ministry of Education, the National Health Commission and other departments have successively issued a series of implementation plans and guidelines for the prevention and control of myopia in children and adolescents
.
For example, on August 30, 2018, the Ministry of Education jointly issued the "Implementation Plan for Comprehensive Prevention and Control of Myopia in Children and Adolescents" in conjunction with eight departments including the National Health and Health Commission, which included the prevention and control of myopia in children and adolescents, the overall myopia rate and physical health status into government performance Evaluation indicators, and establish a national evaluation and evaluation system for the prevention and control of myopia in children and adolescents
.
And it is proposed that by 2023, the overall myopia rate of children and adolescents in the country will be reduced by more than 0.
5 percentage points per year on the basis of 2018, and the provinces with high myopia incidence will be reduced by more than 1 percentage point per year
.
At the end of April 2021, 15 departments including the Ministry of Education jointly issued the "Bright Action Work Plan for the Prevention and Control of Myopia in Children and Adolescents (2021-2025)" to jointly implement eight special actions to prevent and control myopia in children and adolescents.
.
.
At present, the prevention and control of myopia is obviously It has become an important part of the national health strategy
.
From a long-term perspective, the prevention and control of juvenile myopia will receive more and more attention from the country.
At the same time, effectively controlling the occurrence and development of myopia will also become an arduous task for the medical profession
.
In this context, it is suggested in the industry to focus on ophthalmic services, devices, and drug-related targets
.
