Yesterday at 9:30 in the morning, I participated in a conference call held by a brokerage firm. Since there were other arrangements at 10:00, the meeting only lasted half an hour. Time to ask questions.
Unsurprisingly, investors are focused on near-term business conditions.
It is conceivable that as long as it is To C business, especially the service industry that requires face-to-face, including medical services, it will inevitably be affected by the epidemic. Especially since the release of the “New Ten Measures” on December 7, all provinces, autonomous regions and regions across the country have entered a situation of rapid spread and large-scale infection at different times. This has had a great impact on the health and daily life of ordinary people; it has also posed a great challenge to the diagnosis, treatment and services of hospitals.
Aier Ophthalmology Hospital is no exception, but the hospital’s protective measures are relatively in place, the infection of personnel is sequential, and recovery is guaranteed. The non-infected medical staff stick to their posts, Yangkang personnel alternately relay, and various medical services basically remain normal. Of course, there will definitely be a short-term impact on business volume.
How do you see the future?
There is no doubt that the epidemic is a short-term shock. In the long run, the three years since the outbreak of the epidemic in early 2020, coupled with the popularization of mobile phone use, the level of eye use of people of all ages continues to rise, and the potential demand for eye disease prevention and treatment is constantly growing.
Over the past three years, Aier Ophthalmology has never stopped advancing, learning warfare through warfare, combining positional warfare and mobile warfare. At the same time as its own development, the merger and acquisition fund hospitals have gradually entered the harvest period. At the end of November last year, 26 hospitals were acquired, and 14 hospitals were acquired at the beginning of the year. These hospitals have passed the incubation period and entered a period of rapid growth. At the same time, make efforts to practice internal skills and strengthen strength, and make unremitting efforts in discipline construction and scientific research training.
Investors are advised to read Aier Ophthalmology’s investor relations WeChat public account frequently, which contains a lot of fundamental information. We have explained some major events in a popular way through video or text, so that readers can quickly grasp the core points.
In general, the three-year epidemic has been an extreme battle for the medical industry and for Aier Ophthalmology. Difficulties are even more courageous, showing Aier’s optimism, resilience and flexibility, step by step wading through the unknown depth of the epidemic river.
During the three-year epidemic period, I myself experienced long-term containment and two isolations. On December 3 last year, based on various signals, I judged that the epidemic had entered the final stage. I wrote an article “The War Against the Epidemic: The Beginning of the End” on my official account to encourage confidence for myself and netizens. Unexpectedly, on December 7, the country’s “New Ten Articles” were promulgated, which is considered to be lucky.
The speed of the release was unexpected, the tsunami of infection was inevitable, and the nationwide shock wave came quickly. The company responded quickly, promulgated and implemented the “Ten Rules for Caring for Employees”. El is the Noah’s Ark of the Irish, and a sense of security brings a sense of belonging.
Over the past month, the infected people have recovered and returned to their posts one after another. And the mood of the people has also begun to calm down from extreme tension and anxiety. The flow of people and vehicles in many places is close to before the release. From the perspective of hospitals in various places, the eye disease business of young and middle-aged people has begun to recover first, and the “old and young” are relatively cautious, which is expected. For example, there has been a significant increase in the number of patients undergoing refractive surgery in some hospitals recently.
There is reason to believe that the peak periods of infection in various places have passed one after another, and the rebound is predictable. Looking back on the first half of 2020, history will not simply repeat itself, but it will always be strikingly similar.
In the south, this is the situation in Shenzhen on the last day of last year,
To the north, this is the scene sent by Beijing Air on January 4:
In the central part, in the past few days, Changsha Aier next to the headquarters has seen more and more patients and more cars parked. Yesterday, Changsha Aier performed more than 100 refractive surgeries.
I think of an old song by Tong Ange: “Don’t Care Too Much”. Regarding the impact of the current epidemic, if we despise it strategically, it will come and go quickly.
Of course, we must pay attention to it tactically. It is not as simple as a large flu. I hope everyone will take good protection and get through it safely.
We have seen the masts coming from sea level.
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