愛爾眼科(300015.SZ):第四次握手 疫情擋不住!愛爾眼科第四屆全國醫院投資者接待日超預期
在全國多地疫情“冒煙竄火”的形勢下,10月30日,近三百名投資者走進全國各地的50餘家愛爾眼科醫院,與醫院CEO、院長面對面交流。這是愛爾眼科自上市十週年起就連續舉辦的“全國愛爾眼科醫院投資者接待日”活動,今年已是第四屆。

“很感動,超預期!”愛爾眼科董祕吳士君對記者表示,“現在疫情多發,出行不便,那麼多投資者親臨現場,我們和醫院都倍受鼓舞。有些投資者連續四年參加活動,第四次握手。他們的接地氣和信任感,激勵着我們做得更先進、更透明、更規範。”
據悉,本屆活動以“秉初心、毅起行、再出發”為主題,在公司成立20週年、醫教研都取得巨大進步並提出新十年發展戰略的背景下,其內涵不言自明。這也在一定程度上解釋了為什麼投資者熱情高漲,不少人跨區參與活動,從深圳至廣州、從武漢至上海、從成都至重慶……,抓住機會深入瞭解更多的醫院。其中有位機構投資者在29日深夜從河南許昌抵達湖南長沙,親測長沙愛爾搬遷後的發展藍圖。

一如既往,北上廣深以及一些大型愛爾醫院備受矚目,投資者雲集,瞭解一線情況,洞悉行業態勢。但也有些“牛散”則別出心裁,到中西部發展中的醫院觀測潛力。各家醫院無論來訪人員多少,醫院管理層都熱忱接待,坦誠回答投資者的問題,關注的重點既包括當前眼科市場競爭形勢,醫院的現狀和規劃,也包括時下的熱點問題,比如對OK鏡集採的判斷和對策。
參觀、交流、體驗是接待日活動三部曲。訪談之餘,有的投資者到員工食堂“考察民情”,有的趁機體會治療乾眼的“黑科技”。“集團領導要求為投資者提供一切可能的便利,很多醫院創新思路,比如有位投資者被臨時封控,醫院管理層配合他線上調研三個小時”,西安愛爾南院負責人表示。

乘興而來,滿意而歸。一位來自上海的投資者稱,眼科行業受疫情影響較大,但愛爾眼科保持增長,遠超市場預期,對公司長遠發展非常有信心。另一位來自北京的投資經理認為,十幾年來的實際表現已經充分驗證了愛爾眼科的創新能力。
據瞭解,投資者接待日活動開展四年來,參與的投資者越來越多、覆蓋的地域越來越廣,不僅增進了投資者對一線的直觀瞭解,還有力地促進了公司高質量發展,進一步提高了透明度和美譽度。近日,“新財富最佳上市公司top50”榜單出爐,面對全國四千多家上市公司的激烈角逐,愛爾眼科已連續四年獲獎。
“高質量投資者關係是公司高質量發展的應有之義。像前三屆一樣,董事長和總裁高度重視、每次都親自出席,要求我們把活動越辦越好,讓投資者對眼科行業和愛爾醫院瞭解得越來越清晰”,吳士君表示。
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