证券代码：300253 证券简称：卫宁软件 上海金仕达卫宁软件股份有限公司投资者关系活动记录表 编号：2015-002 | --- | --- | --- | |----------------|-------------------------------|---------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国鑫证券-刘晨辰；西南证券 | - 张佳博、施跃；齐鲁证券 - 张素 | | 人员姓名 | | 豪、张欣、方闻千；人保资产-李明杰；中欧基金-江琦、柳 | | | | 士威；道杰资本-陈兆梅；华宝投资-钱寅浩；毅木资管-洗啟 | | | | 钊；天冶基金-王漪昆、沈少捷；华福基金-王磊；爱建证券- | | | 章孝林；其琛投资 | - 宋应龙；亚豪投资-冯铄；国 ...

证券代码：300253 证券简称：卫宁软件 上海金仕达卫宁软件股份有限公司投资者关系活动记录表 编号：2015-001 | --- | --- | --- | |----------------|------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 银河基金－王海华；银河证券－沈海兵；富国基金－尚鹏 | | 人员姓名 | | 岳；长江证券－刘慧慧；国泰君安－王超伟、李子波、万阳 | | | | 松；泰信基金－徐慕浩、钱鑫；玖歌投资－刘文可；华创证 | | | | 券－彭婷、卞丽娟；海通证券－程运周；巨杉资产－秦宇 | | | | 斌；中域投资－杨尚烨；泰康资产－赵岩；嘉宏基金－曹 | | | | 植；广发基金－王小罡、庞福 ...

证券代码：300253 证券简称：卫宁健康 卫宁健康科技集团股份有限公司 投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |-------------------------|----------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □媒体采访 □业绩说明会 □ 新闻发布会 □路演活动 | | | | | | | | □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 立溢投资 - | 王科；国泰君安 - 徐紫薇、郑宇舟；新时代证券-刘 航；中信产业基金-翁林开；方正证券-付然；银河证券-钱劲 | | | | | | | | 宇；海通证券-鲁立；仁布投资-鲍炜；长信基金 ...

证券代码：300253 证券简称：卫宁健康 卫宁健康科技集团股份有限公司 投资者关系活动记录表 编号：2020-002 | --- | --- | --- | |------------------|-----------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300253 证券简称：卫宁健康 卫宁健康科技集团股份有限公司 投资者关系活动记录表 编号：2020-001 | --- | --- | --- | |-------------------------|------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Strategy and Business Model - The company implements a dual-driven development strategy, focusing on traditional medical information services and innovative health services through the "4+1" model, which includes cloud medical, cloud pharmacy, cloud insurance, cloud health, and an innovation service platform [4][5]. - The traditional business is expected to maintain a growth rate of 40%, driven by a large user base of over 5,000 medical users and continuous investment in R&D [6][11]. - The innovative business aims to leverage existing user resources to expand into new markets, with a focus on integrating services and creating new business models [4][5]. Group 2: Financial Performance and Projections - The company's net profit for 2017 is projected to be between 205 million and 238 million CNY, representing a year-on-year growth of 25% to 45% [4]. - The cloud pharmacy service has seen a significant increase in premium scale, growing over 5 times in 2017, with expectations of turning profitable in 2018 [5][9]. - The company anticipates strong support for traditional business growth from national health policies, particularly the "Healthy China 2030" initiative [4]. Group 3: Market Expansion and User Engagement - The cloud medical service has rapidly expanded, covering over 1,000 medical institutions and hundreds of thousands of doctors across more than 20 provinces [5]. - The cloud insurance service has been implemented in over 150 hospitals, facilitating data sharing with commercial insurance companies [10]. - The company is actively working to integrate its services with third-party medical institutions, enhancing user engagement and data flow [7][8]. Group 4: Challenges and Industry Dynamics - The company faces challenges in maintaining long-term growth in traditional business due to market competition and the need for continuous innovation [6][12]. - The healthcare information technology market is still fragmented, allowing opportunities for smaller companies to be replaced by more comprehensive solutions [11][12]. - Regulatory policies significantly impact the development of healthcare information systems, with hospitals increasingly investing in IT to meet compliance and operational efficiency [12][13].

证券代码：300253 证券简称：卫宁健康 卫宁健康科技集团股份有限公司 投资者关系活动记录表 编号：2020-003 | --- | --- | --- | |--------------|----------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 别 | □ | 媒体采访 □业绩说明会 | | 参与单位名称 | □ □ 现场参观 □ | 新闻发布会 □路演活动 其他（请文字说明其他活动内容） 安信基金、安信证券、安信资管、白 ...

证券代码：300253 证券简称：卫宁健康 | --- | --- | --- | |------------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：300253 证券简称：卫宁健康 卫宁健康科技集团股份有限公司 投资者关系活动记录表 编号：2019-001 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300253 证券简称：卫宁健康 卫宁健康科技集团股份有限公司 投资者关系活动记录表 编号：2018-003 | --- | --- | --- | |------------------|-------|--------------------------| | | | | | 投资者关系活动类 | √ | 特定对象调研 □分析师会议 | | --- | --- | |-----------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...