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眼科还是黄金赛道吗?爱尔带来哪些行业启示|消费医疗漫谈E.238

August 21, 2026 · 1 h 34 min

Show notes

“金眼银牙铜骨头”,可能不少人听过这句顺口溜,在消费医疗领域,眼科在过去算是黄金赛道。但是,Jonathan梳理了6大眼科上市公司的三年营收,无一例外营收增速都在下滑,甚至有些还出现了负增长。过去的黄金赛道,如今为何开始有些黯淡?眼科消费医疗领域遇到了哪些问题?集采和公立医院入局对眼科领域有哪些影响?眼科领域的绝对头部爱尔眼科有什么破局之道?这些问题会是我们这一期讨论的重点。
本期对话围绕 Jonathan 深度行业文章《消费医疗漫谈丨光环褪去,眼科机构如何应对增长危机?爱尔又带给行业哪些启示?》展开。
这是《消费医疗漫谈》专题系列播客中眼科赛道的一期,专题的第一期,我们综述性地聊了聊消费医疗行业的现状和未来,未来,我们还会从不同赛道,聊聊消费医疗这个行业,包括齿科、妇儿、医美等等领域。
Jonathan是医疗行业资深战略咨询专家,也是万物生长FM最受欢迎的嘉宾之一。我和Jonathan之...去小宇宙查看完整单集简介
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