HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

2022 High Conviction (China Healthcare) - Seek the Relative Certainties Out of the Uncertainties

China Healthcare Weekly (Nov.26)-Insulin VBP Results, Key Policy On Consumables & Digital Healthcare

Ovctek China Inc (300595.CH) - Better See Some Potential Risks Before Making Decisions

Industry Report - Insights on China Cosmetic Contact Lens Market

Eyebright Medical Technology (688050. CH) - A Good Company but The Valuation Is Too High

Investment Opportunities in China Medical Device Industry

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

Eyebright Medical Technology / Equity Bottom-Up

<ul>
<li>We analyzed the centralized procurement of IOL and the potential impact on <a href="https://www.smartkarma.com/entities/eyebright-medical-technology-beijing-co-ltd" target="_blank" data-smartkarma-citation="entities:33455:1" rel="noopener">Eyebright Medical Technology Beijing (688050 CH)</a>.</li>
<li>The OK lens and cosmetic contact lenses have strong consumption attribute, indicating "immune" to centralized procurement policy.</li>
<li>We are optimistic about the outlook for Eyebright and there could still be upside potential of its stock price.</li>
</ul>


We analyzed the centralized procurement of IOL and the potential impact on Eyebright Medical Technology Beijing (688050 CH).
The OK lens and cosmetic contact lenses have strong consumption attribute, indicating "immune" to centralized procurement policy.
We are optimistic about the outlook for Eyebright and there could still be upside potential of its stock price.


Shanghai Haohai Biological Tec (688366 CH)

Eyebright Medical Technology (688050.CH) -The Impact Of Centralized Procurement and Business Outlook