Cover News Reporter Ma Mengfei
In the morning of October 26, Aier Eye Hospital opened higher, closing up 5.5% at midday to 29.36 yuan, with a total market value of 210.7 billion yuan.
news, last night, Aier Eye Hospital disclosed its third quarter results for 2022, with revenue of 4.944 billion yuan during the reporting period, and increased by 16.38% year-on-year; net profit attributable to shareholders was 1.066 billion yuan, a year-on-year increase of 20.06%.
Overall, from the first three quarters, Aier Eye Hospital achieved revenue of 13.052 billion yuan from January to September 2022, a year-on-year increase of 12.55%; net profit attributable to shareholders was 2.357 billion yuan, a year-on-year increase of 17.65%. Regarding the performance growth, Aier Eye Hospital said that it was mainly due to the company's expansion in business scale, the improvement of brand influence and changes in the structure of medical demand.
net profit growth rate showed a slowdown. Gelan increased his position against the trend and
It is worth mentioning that Aier Eye Hospital's revenue growth in the first three quarters of this year decreased significantly compared with the same period last year, and the growth rate of net profit also showed a slowdown. In the first three quarters of 2021, Aier Eye Hospital's revenue was 11.596 billion yuan, a year-on-year increase of 35.38%; net profit attributable to shareholders was 2.003 billion yuan, a year-on-year increase of 29.59%.
Aier Eye Hospital is a leading enterprise in the domestic ophthalmology industry. It was founded in 2003 and was listed in 2009. It is known as the "eye". Data shows that in the first half of the year, Aier Eye Hospital acquired 16 ophthalmology hospitals and clinics. As of June 30, 2022, the company had 187 domestic hospitals and 132 outpatient departments.
Judging from the shareholder list, Aier Eye Hospital received collective increase in holdings from institutional investors and northbound funds in the third quarter. Among them, the shareholding ratio of northbound funds increased from 3.76% at the end of the second quarter to 4.12%. The shareholding ratios of China-Europe Medical Health, China-Europe Medical Innovation and Huabao CSI Medical, managed by well-known fund manager Ge Lan, have all increased slightly. As of the end of the third quarter, the two funds managed by Gelan held a total of 253 million shares.
It is worth mentioning that during the reporting period, the implementation of the targeted share issuance of Aier Eye Hospital was completed, raising 3.536 billion yuan. The final confirmed issue price of this private placement is 26.49 yuan/share, which is 315% higher than the issuance base price of of 23.10 yuan/share. Subscription targets include well-known domestic and foreign institutions such as Guotai Junan , ICBC Credit Suisse , Morgan Stanley and other well-known domestic and foreign institutions.
Huaxia Ophthalmology A shares subscription and acquisition. The ophthalmology industry is fiercely competitive
On October 25, the results of the online winning lottery of Huaxia Ophthalmology were released. The total number of shares issued online and offline is 60 million shares, and the issuance price is RMB 50.88 per share. According to the statistics provided by the Shenzhen Stock Exchange, CICC has 9581,346 valid subscription accounts for this online subscription pricing issuance. Data shows that Huaxia Ophthalmology IPO has received enthusiastic subscriptions from investors. In fact, in terms of revenue scale, Huaxia Ophthalmology is second only to Aier Eye Hospital and is the second largest private ophthalmology chain in China.
Behind Huaxia Ophthalmology’s active subscription is also the hottest ophthalmology industry. According to the Frost-Sullivan report, the overall ophthalmic medical service market size in China will reach 223.1 billion yuan in 2024, with a compound annual growth rate of 11.05% from 2020 to 2024.
Since the beginning of this year, in addition to Huaxia Ophthalmology, He's Ophthalmology and Pure Ophthalmology have also entered the A-share market , but due to the impact of the epidemic and the losses of newly opened hospitals, He's Ophthalmology and Pure Ophthalmology have both experienced a decline in performance after listing. Overall, the ophthalmology companies listed on the A-share and Hong Kong stock include Aier Eye, Guangzheng Eye, He's Eye, Pure Ophthalmology, Chaoju Eye, Xima Eye and Zhaoke Eye.
Guojin Securities research report stated that the current ophthalmic chain medical institutions are ushering in a wave of listing, and the ophthalmic medical service industry has huge market space. We are optimistic about ophthalmic medical service institutions with strong replicability in business models and stable regional leadership.
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