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明月鏡片(301101.SZ):功能性鏡片佔比進一步提升
格隆匯 08-15 10:45

格隆匯8月15日丨有投資者嚮明月鏡片(301101.SZ)提問:公司Q2業績亮眼,能否拆解下各條業務線的情況、具體亮點及驅動力?

明月鏡片回覆:明月在上半年的業務增長非常強勁,得益於公司戰略層面的兩個聚焦:1)客户結構聚焦:今年上半年公司積極推動客户結構的優化,繼續加大中大型客户的佔比,同時也提供更多的資源做好客户的服務與賦能,比如通過數字營銷、線下活動以及培訓沙龍等多種方面的支持來提升客户的粘性。另外公司也利用數字化平台提高整體的服務效率和響應速度,助力客户賣得更多,賣得更好,所以頭部客户的店面銷售和頭部客户的輕鬆控系列產品的銷售在上半年都實現高雙位數的增長。

2)產品結構:受益於整體渠道的擴張經營,上半年整體鏡片業務實現快速發展,營收同比增長34%,功能性鏡片佔比進一步提升。常規鏡片中的明星產品,比如PMC超亮、1.71、防藍光增長都非常迅猛,PMC超亮有接近翻倍的增長。近視防控鏡片依舊是在快速上升通道之中,目前來看勢頭還是很強的,而且7月以來趨勢沒有變化。拆分近視防控鏡片具體情況,輕鬆控二代產品佔比得到進一步提升,帶動了整體均價也有一定程度的上升。

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