欧普康视(300595) - 欧普康视调研活动信息

Sales and Market Performance - Q1 2023 sales of OK lenses and care products improved significantly compared to Q4 2022, with a shift from decline to growth [2] - 47.4% of 2022 revenue came from terminal business, with over 300 terminals under company control [6] - OK lens market penetration is low due to concentration in large hospitals, limited service availability in smaller cities, and high consumer cost requirements [6] Product Development and Innovation - New product lines include reduced defocus glasses, red light eye care lamps, next-generation OK lenses, scleral lenses, and light therapy devices [4] - Next-generation OK lenses expected to complete clinical trials and submit registration in 2023 [4] - Scleral lenses address traditional RGP limitations and have significant application potential in China [4] Terminal Expansion Strategy - Company plans to expand terminal network through both new construction and acquisitions, prioritizing success rate over quantity [5] - Terminal expansion expected to significantly outperform 2022 results [3] - Regional terminal construction and management centers established to oversee investment and development [3] Industry Trends and Competitive Advantage - Non-medical system expected to remain mainstream for OK lens sales despite potential hospital channel growth through centralized procurement [3] - Future eye care terminal channels predicted to follow developed country models with both hospital-based and community-based clinics [3] - Company maintains comprehensive competitive advantages in R&D, brand, sales network, partnerships, and talent development [4] Financial and Investment Activities - Company participated in establishing new investment funds (Yingfeinidi and Shanlan) to expand investment scale and improve quality [6] - Industrial fund investments have shown success, with participation in USTC Silicon Valley platform company [6] Production Capacity - Two new OK lens production lines in debugging phase, expected to start production next month [6] - Two additional production lines planned for year-end completion [6] - Production capacity expansion typically occurs during off-peak seasons (summer and winter breaks) [6]