OK mirror welcoming new regulations OK to correct adolescent myopia is a good business, but there are difficulties

In recent years, the myopia prevention and control market of OK Mirror has been regarded as one of the most promising tracks in the ophthalmology field. Some investment institutions predict that the size of myopia prevention and control markets in 2030 is expected to reach 21 billion yuan, and the compound growth rate in 10 years is about 13.7 %. However, is my myopia prevention and control outpatient?

Author: Zhang Ying

Figure: Tuwa Creative

Guide

One || The terminal sales price of a pair of OK mirrors is about 8,000 to tens of thousands of yuan, which is replaced every 1.5-2 years. It also needs to be supported by a rinsee, care solution, etc., and the annual care cost is 2000-3,000 yuan.

比 || Compared with other countries, China's eyesight is still insufficient. There is a optical master per 10,000 people in Europe and the United States, and there are about one of about 50,000 to 60,000 in China.

3 || The ophthalmology market also has a large number of unsatisfactory clinical needs and consumer needs. Whether it is a leader in the industry or small and medium -sized medical institutions, it has market space. Specific to the OK mirror market, the penetration rate is low, which is an incremental market worth layout.

The threshold for opening a close -up clinic is low, but it is not easy to achieve rapid profit.

The more popular ophthalmological appliance OK mirror (commonly known as the corneal shaping mirror) of the increasingly popular ophthalmology in myopia children ushered in the peak sales season, but the difference in the summer of 2022 is that this growth market segment ushered in a good good market. document.

"If the new rules are introduced, private ophthalmological institutions will usher in new development opportunities. In the next three years, we plan to add two new myopia prevention and control clinics." On July 12th Economic Observation Network interview. On his table, there is a "clinical application management specification for corneal shaping mirror technology (draft for comments)". With nearly 20 years of experience in the field of ophthalmology, he believes that the opinion draft will be the milestone incident in the industry.

The "Draft for Soliciting Opinions" has changed the qualification requirements of OK mirror tests in the past 20 years. It is limited to the second and higher hospitals. It allows ophthalmology diagnosis and therapy subjects, related facilities and equipment required for verification, and at least one OK mirror clinical application ability Medical institutions of the attending physician of the ophthalmology and the intermediate eye technology can be engaged in OK mirroring. This means that a large number of ophthalmic clinics and clinics on the market may become compliance participants in the market in the future.

In recent years, the myopia prevention and control market of OK Mirror has been regarded as one of the most promising tracks in the ophthalmology field. Some investment institutions predict that the size of myopia prevention and control markets in 2030 is expected to reach 21 billion yuan, and the compound growth rate in 10 years is about 13.7 %.

However, is my myopia prevention and control outpatient?

OK Mirror's Achilles

OK mirror is a three types of medical devices. It changes its arc to control myopia by compressing corneal. It is suitable for people over 8 years of age. Usually you only need to wear it every day. The number of myopia during the day will be temporarily reduced. To the original level.

In October 2019, OK Mirror was written into the "Advanced Technical Guidelines for Children and Adolescents" issued by the General Office of the National Health and Health Commission. It is an important way to slow down the progress of myopia in children and adolescents in addition to frame glasses and low -concentration Atto. OK mirrors are welcomed by parents in recent years because they only need to wear convenience characteristics at night.

However, compared to frame glasses, OK mirrors are expensive, and they need meticulous daily care and follow -up to ensure safety. The sales price of a pair of OK mirrors is about 8,000 to tens of thousands of yuan, and one pair is replaced every 1.5-2 years. It also needs to be supported by a rinsee, care solution, etc., and the annual care cost is 2000-3000 yuan.

In terms of safety, the State Drug Administration has specially issued corneal shaping mirror consumption tips: Even the corneal shaping mirror is still risked by corneal endothelial cells, giant nipple conjunctivitis and other eye diseases. If you do not check it as required, it is more likely to increase abnormal phenomena such as increased eye secretions, eye blood recharge, and excessive tears. The risk of risk is increased, such as delayed treatment may also cause permanent vision damage.

OK mirror security issues have been accompanied by industry development.

In 1998, OK Mirror officially landed on the Chinese market. According to media reports, by 2001, the number of Chinese wearing OK mirrors will reach more than 20,000. However, the industry soon ushered in a fatal blow, and some wearers had corneal inflammation or even left disability. Relevant data showed that the number of victims of OK mirrors across the country in 2001 was more than 80.

Wang Qinmei, the former deputy leader of the corneal disease group of the Chinese Eye Science Association and the executive deputy director of the Eye Optics Center of Wenzhou Medical University, recalled that when OK mirrors first entered China, the medical institutions and the glasses industry participated in the test. In fact The number was more, due to the lack of norms in the entire industry at that time, the occurrence of medical accidents occurred.

Wang Qinmei explained, "The keratoscope may have adverse reactions to the corneal epithelium due to the direct contact with the cornea. Due to the lens materials or wearing habits, it may have adverse reactions to the cornea epithelium. Corneal disease. "

Strong regulatory policy followed. In August 2001, the former Ministry of Health issued the "Notice on Strengthening the Management of Supporting Supporting Activities Filted Mirrors" (hereinafter referred to as the "Notice"), which clearly required that medical institutions only 2 and above can match OK mirrors, which makes this makes it makes it allowed to make OK mirrors. Hospitals, grass -roots medical institutions, and market participants such as grassroots medical institutions must withdraw from the market. Until now, the "Notice" is still valid, and the unqualified institution will be punished with OK mirrors. For example, in April of this year, Shenzhen Xin'an Aille Ophthalmology Clinic was fined 60,000 yuan by the Health and Health Bureau of the Baoan District of Shenzhen.

Has the new rules implemented?

"Limit the level of diluted medical institutions, clearly stipulate the qualifications of doctors in the medical institution, and seize the core of the problem." Wang Qinmei believes that the new regulations for the corneal shaping mirror inspection industry will be introduced. In terms of talent reserves, they have considered considerable implementation conditions, which is conducive to the healthy development of the industry.

The "Draft for Soliciting Opinions" stipulates that the attending physician who needs to have more than 2 years of ophthalmology clinical work experience and professional and technical positions or above are qualified to be qualified for the training bases filed by the provincial health administrative department. At the same time, other technicians who cooperate with doctors need to be qualified for ophthalmology -related intermediate and above professional and above, and complete system training and assessment.

According to Wang Qinmei, the main requirements for the OK mirror are mainly optical testing techniques (accuracy) and wearing skills. They also need to master the knowledge related to corner membrane diseases. Once patients have abnormal symptoms, they can find problems in time, properly treat or transfer in time in time Clinic.

Wang Qinmei has always been very concerned about the training of domestic vision professionals. He participated in the first setting of China ’s first eye -catching major, and also witnessed the establishment and development process of China's first eye -catching hospital. China Eye Vision Discipline started in 1988. At that time, Wenzhou Medical College established China's first vision major in China. At first, only 30 students per year. Therefore, when OK entered China in the late 1990s, domestic majors Talents are still quite scarce.

"In recent years, every year, 4-5 new medical universities have begun to recruit 5 years of vision and optical majors. At the same time Various related continuing education courses and training courses with large sides are gradually established by the professional talent pool prepared for OK mirror security. "Wang Qinmei said.

However, compared with other countries, China's eye -catching talents are still insufficient. Yu Hong introduced a set of data, and one of the 10,000 people in Europe and the United States has one vision master, and about one of the 50,000-60,000 people in China. The development of the eye vision is low, and it seems that many ophthalmologists are not as challenging as other eye disease fields. This is also an important reason for the lack of domestic eye vision talents.

Eye vision has become the fastest growth business of private ophthalmology

In the past few years, despite the restrictions on relevant policies, the OK mirroring market has still showed a rapid growth trend. In 2015, my country's OK mirror consumption was 640,000 vice. According to the Research Report of Securities Securities, the data in 2020 may have increased to 1.2 million.

OK Mirror's eye vision business is becoming the fastest growth rate of private ophthalmic medical institutions. Taking private ophthalmology leader El Eye (300015. SZ) as an example, in 2021, its optical project realized operating income of 3.38 billion yuan, an increase of 37.68%year -on -year, and the growth rate was much higher than that of refractive and cataract. In July this year, the Purieo Eye (301239.SZ) Eye Vision Light Project, which was launched in July, increased by 34.35%year -on -year in 2021, and the refractive project that contributed more than half of the revenue was only 29.76%in the same period.

Gaotjia Investment Group's executive partner Yu Jianlin has been paying attention to the field of ophthalmology for a long time. He believes that there are still a large number of unsatisfactory clinical needs and consumer needs in the ophthalmology market. Whether it is the industry leader or small and medium -sized medical institutions, there is market space. Specific to the OK mirror market, the penetration rate is low, which is an incremental market worth layout.

Cinda Securities Research reports that the number of myopia 8-18 years old in mainland China is about 100 million, and the OK mirror penetration rate is only 1.26%, which is far lower than that of Taiwan and Hong Kong.

Policies of the prevention and control of myopia for children and adolescents are one of the driving forces for the OK mirror market year by year.

In August 2018, 8 departments including the Ministry of Education and Health and Health Commission jointly issued the "Implementation Plan for Comprehensive Prevention and Control of Children and Adolescents", which proposed that by 2023, we will strive to achieve the overall myopia rate of children and adolescents nationwide. For more than a percentage point, primary school students, junior high school students, and high school students have dropped to 38%, 60%, and 70%, respectively.

On January 4, 2022, the National Health and Health Commission proposed in the "Fourteenth Five-Year Plan (2021-2025)" that the coverage rate of valid refractives will continue to increase by 2025 The number of people gradually decreases.

Major eye agencies are accelerating the layout to seize the market. Aier Ophthalmology has invested a lot of manpower and material resources in the optical business. In 2021, the cost of the optical business investment was 1.42 billion, second only to the refractive project. Err said that in 2022, it will continue to accelerate the layout of the optical clinic or clinic in the class diagnosis and treatment system of the same city.

In addition to ophthalmological institutions, OK mirror upstream manufacturers and glasses distribution companies have also begun to invest in eye visual optical clinics. A reporter from Economic Observation Network visited many Beijing Ophthalmology Clinics and found that it is extremely common to carry out OK mirror -matching business. Many institutions have advertised by public hospital ophthalmologists in the clinic.

It is difficult to operate efficiently in myopia clinics

The threshold for opening a close -up clinic is low, but it is not easy to achieve rapid profit. Yu Hong's adolescents' myopia prevention and control outpatient clinics opened in Beijing with Vision as an example. The investment in hardware facilities and equipment is only about 4 million yuan, but how to use manpower and venue efficiently is a difficult problem.

According to Yu Hong, based on the habits of adolescents, the clinic of 7 days a week is actually only two days on weekends. The annual salary of ophthalmologists equipped with the clinic is generally more than 300,000, and the annual salary of technicians is 150,000 to 200,000. If the institution does not recruit doctors in order to reduce costs, the public hospital doctors are requested to take a clinic here on the weekend. On the one hand, the market competition is fierce and it is difficult to invite. And it is difficult for young doctors to have personal brand influence.

Economic Observation Network visits some of the adolescent myopia prevention and control clinics found that not all clinics have long -term consultation with ophthalmologists. The clinic is not equipped with a long -term consultation doctor, which can reduce operating costs, but also bear risk.

"From Monday to Friday, the traffic flow is very small, but occasionally there will be children to review. If corneal infections occur, ophthalmologists can only do auxiliary examinations, and doctors must be diagnosed in a timely manner to avoid being treated." Not equipped with a doctor, it must be violated according to the opinion draft.

In addition to operating costs, how to attract customers is also a factor that the clinic needs to be considered. Many institutions obtain customers by entering the campus, but there are many parent complaints. Yu Hong believes that it is a better way to form a brand power by cultivating your doctors, but it takes a certain time for small and medium -sized institutions. Therefore, once the market is open, a comprehensive ophthalmological hospital with brand power is relatively competitive.

Yu Jianlin also held a similar point of view. "From a technical point of view, the threshold for myopia prevention and control business is not high, but not all enterprises can do well. Market competition is a variety of competitions such as brand marketing and supply chain management capabilities. For new entrants, those who enter the game are relatively weak. "

He predicts that as the capital enters the OK mirroring market, the market concentration will gradually increase, and many small and medium -sized ophthalmic medical institutions will be acquired and the industry will form a centralized and chain. It can also occupy a place for a long time.

Yu Jianlin suggested that operating myopia prevention and control agencies on the one hand need to establish a full cycle of business layout for all ages, and at the same time, it also needs to improve the compliance of children and adolescents through a three -dimensional service model. Then go to the entire link of online follow -up for refined operations.

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