The eyeglass mart chain is mainly composed of upstream raw material equipment supply, midstream lens and frame product production and manufacturing, and downstream online and offline multiple sales channels.

Upstream manufacturers: mainly to midstream manufacturers to provide resin, glass, plastic and mold, optical additives and other lens production raw materials and production equipment, in addition to the downstream retailers to provide fitting equipment;

Midstream lens manufacturers: in addition to processing and producing finished lenses and customized car and room pieces, they also undertake research and development and design work in materials, film layers, process technology, optical properties, etc., and provide sales discounts, professional equipment, processing, after-sales, sales and professional training of optometrists for downstream sales channels.

Downstream retailers: directly facing the end consumers, need to configure professional equipment and professional optometry personnel in the store, to provide consumers with optometry, glasses, lens frame assembly, try on experience and other professional services, downstream enterprises mainly include eyeglass retailers, some eye hospitals, etc.

Eyewear industry investment and financing analysis: lenses, frames, eyewear e-commerce occupy the mainstream

From the industry attributes, glasses belong to a typical high-tech field - optical components. However, glasses are an industry closely related to our lives, so from the distribution of investment and financing, it can be seen that there are both financing events related to glasses devices, eye health, and e-commerce financing events related to sales and retail.

From the investment and financing data, the number of financing events in the industry as a whole, including lenses, frames, eyeglass e-commerce and other industries, nearly 40 financing events; Among them, a total of 2 financing events have occurred since January 2024;

From the perspective of the industry distribution included, the number of financing events related to lenses and frames ranked first, with 25; In addition, there were 4 and 3 financing incidents related to e-commerce services and eyewear manufacturing, respectively;

From the perspective of the geographical distribution of financing events, Beijing, Jiangsu and Shanghai ranked first in the number of related financing events, with 13, 9 and 6 respectively;

From the distribution of financing events, angel round, A round, seed round, the number of related financing ranked first, with 15, 7 and 4 respectively;

From the perspective of investment institutions, Bohang Capital, Junlian Capital, Longma Feng Venture Capital and other institutions have a record of "selling". In addition, industrial capital such as bright moon lenses also has a number of investment records.