©GfK1 Global&ChinaOpticalMarketOverviewandTrend 全球及国内 镜片和隐形眼镜市场回顾与展望 Agenda目录 1 GfKIntroduction&ConsumerTrends 捷孚凯介绍及消费者趋势 Global&ChinaSpectacle&ContactLenses 2MarketOverview 海内外眼镜和隐形眼镜市场概述 3 OpticsMegaTrends 光学行业大趋势总结 Agenda目录 1 GfKIntroduction&ConsumerTrends 捷孚凯介绍及消费者趋势 Global&ChinaSpectacle&ContactLenses 2MarketOverview 海内外眼镜和隐形眼镜市场概述 3 OpticsMegaTrends 光学行业大趋势总结 Together,weoffertheFullViewofConsumingBuyingBehaviour NIQ&GfK联手提供市场全貌,展现消费者购买行为洞察 Tocreatetheworld’sleadingconsumerintelligencecompany 打造世界领先的市场洞察和研究公司 覆盖全球 全渠道全品类覆盖 以未来为导向人性化的合并 Expanded,unrivaledglobal coverage DurableandTechmeets FMCG Leadersinomni-channelmeasurementandfirst-moversincloud-basedtechnologyplatforms NIQandGfKsharelike- mindedcultures. Combinationwon’tdisrupt servicestoourclients. GfKGlobalOpticsPanels 捷孚凯全球光学版图 24marketstrackedglobally,12inEurope 跟踪全球24个市场,12个在欧洲,6个在亚洲 Europe Denmark France Germany Spain Sweden Italy Netherlands Norway Poland Switzerland Ireland GreatBritain Americas UnitedStates Brazil Chile CIS Russia Asia China Japan Malaysia Singapore SouthKorea Taiwan MiddleEast UAE SaudiArabia 1.消费者趋势ConsumerTrend Theworld‘spopulationisageing,impactingtheincidenceof conditionssuchaspresbyopia,glaucomaandcataract 世界人口不断老化,影响了老花眼,青光眼和白内障等疾病的发病率 35% 30% 25% 20% 15% 10% 5% 0% %populationaged65orolder 65岁及65岁以上人口占比 29% 24% 22% 20% 17% 14% JapanItalyGermanySwendenUSA AustraliaSouthKoreaChina Thecommononsetofpresbyopiaisaroundmid-40s.Theincidenceofpresbyopiainthose45orolderisestimatedtobe83-89%2.Currentestimatesindicatethataround26%oftheworld‘spopulationispresbyopic,andthisofcourseissettorise.Uncorrectedpresbyopialeadstolossofproductivityanddecreased quality-of-life.45岁及以上的老花眼发病率为83-89%。全球约有26%的人口患有老花眼,这个比例会持续上升。老花眼未经矫正会生活质量降低。 Glaucomaistheleadingcauseofirreversibleblindnessintheworld.Beingover50isarisk-factor.The incidencewillincreasebyaround50%by20403青光眼是一种不可逆的致盲原因,50岁以上是风险点,预计到2040年,相关人群的发病率将增长到50%。 Cataractisthenaturalclumpingofproteinsintheeyewithage(startingaroundage40).Itcausesvisiontobecomecloudy,hazyorblurry.Itcanbetreatedbysurgery,butleftuntreatedeventuallyleadstoblindness.Byage80,morethanhalfofpeoplehavehadcataracts orsurgeryforcataracts4.白内障是随着年龄增长(大约在40岁左右开始)眼睛中蛋白质自然凝聚的现象。它会 197019801990200020102021 导致视力变得模糊、朦胧或模糊不清。到了80岁,超过一半的人患有白内障或接受过白内障手术 1OECD–2021.|2PresbyopiaPhysian,June2022.3JournalofOpthamologyVol121,Issue11,Nov2014.|4NationalEyeInstitute,2023©GfK7 China’sPopulationProjection-MediumVariant(2021-2050)中国人口中长期变动趋势预测(2021-2050) DemographicForecastbyAgeGroupinChina(tenthousandpeople) 中国各年龄段人口预测(万人) 14% 150000 0-14岁15-64岁65岁及以上 28%31% 130000 110000 90000 70000 50000 30000 10000 -10000 Thepersonalimportanceofhealthandfitnesshasincreasedvspre-pandemic 与疫情前相比,个人对身心健康的重视程度有所提高 GfKConsumerLife|PersonalHealthandFitness–Veryimportant/important(ranking) 67% Thinkhealth&fitnessisimportantin2023 2023年认为身心健康重要的比例 vs65%in2019 GfK消费者生活|个人身心健康-非常重要/重要(排名) Health Rankofpersonalvalues* 个人价值排名 4334 &fitness 身心健康 12 2019 2023 Lifestylechange:screentimehasincreasedsincethepandemic,having implicationsforeyesightandeyehealth 生活方式的改变:自疫情以来,屏幕使用时间增加,影响视力和眼部健康 59%18ppincreaseprevspostJanuary2020 与2020年1月相比,该比例提高了18% •Therateofschoolchildrenwithmorethan2hrs screentime1屏幕使用时间超过两小时的学龄儿童比例1 13hours3.5hoursvspre-pandemic 与疫情前相比,屏幕使用时间增加了3.5小时 •Timethatadultsnowspendonaverageinfrontof screensperday2成人日均屏幕使用时间2 71%ofECPsreportpatientcomplaintsabouteyestrainandfatigueduetoincreasedscreentime2 71%的眼科护理专业人士提到患者抱怨屏幕时 间增加导致眼睛疲劳2 ComputerVisionSyndromeaconcern. 计算机视觉症候群的出现是一个值得关注的问题 +14% •Salesgrowth2023vs2019 ITandOfficeproductsglobally3 相比于2019年,2023年全球电子设备销售额增长14%3 Source:1YIN,Hui,Qi,Jingbo,YAN,YujieScreentimeamongschool-agedchildrenaged6-14:asystematicreview,April2023.Schoolchildrendefinedasaged6-14 2https://www.fiercebiotech.com/medtech/screen-addicts-rejoice-jj-vision-roll-out-contact-lenses-designed-digital-device-fatigue 3GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),SalesrevenuegrowthinUSD2023vs2029.AllITandOfficeproductgroupstracked. ©GfK10 Agenda目录 1 GfKIntroduction&ConsumerTrends 捷孚凯介绍及消费者趋势 Global&ChinaSpectacle&ContactLenses 2MarketOverview 海内外眼镜和隐形眼镜市场概述 3 OpticsMegaTrends 光学行业大趋势总结 GfKOpticsPanel 捷孚凯光学版图 OpticsProducts 光学产品 Glasses 眼镜 Glasses 镜架 SunGlasses太阳镜 SpectacleLenses镜片 CareProduct护理产品 ContactLenses隐形眼镜 EyeHealthCare 眼部保健 GfKprovidesrelatedservicessuchasretailtracking,UniverseStudyresearch,consumerinsight,customized reports,etc. GfK提供零售监测的定制化分析报告,门店普查研究,消费者洞察,和销售绩效改善等解决方案。 2.SpectacleLenseGlobalMarketOverview 镜片市场全球概览 SpectacleLensmarketsizeforkeymarketsin20232023年关键市场覆盖率以及市场规模 SpectacleLenses|SalesValueEURfix,MATtoJun2023|CoverageJune2023 镜片|销售额(欧元),滚动年至2023年6月|2023年6月覆盖率 France Coverage:98% MarketSize:€4.6bn Spain Coverage:80% MarketSize:€1.3bn Germany Coverage:60% MarketSize:€3.1bn Italy Coverage:87% MarketSize:€1.6bn Russia Coverage:95% MarketSize:€461m. Japan Coverage:83% MarketSize:€880m. 以上国家市场人口总和:5.3亿