Core Viewpoint - Aidi Te (301580) has established partnerships with several national and regional dental chains through the advantages of centralized procurement and channel access, allowing its products to penetrate private dental clinics and specialized hospitals [1] Group 1 - The company has integrated the business data of Korean Wolan into its overall business segment for consolidated reporting due to considerations of operational data management and information disclosure compliance [1]

Core Viewpoint - The company plans to increase production capacity across its product lines in response to market trends and strategic planning, with the dental industrial park expected to complete major workshop construction and gradually commence production next year [1] Group 1 - The company aims to optimize its product structure to cover a broader customer base [1] - The expansion is expected to create a wider market space and enhance overall profitability [1] - The initiatives will elevate the company's production scale and profitability to new heights [1]

Core Viewpoint - The company, Aidi Te (爱迪特), is experiencing significant growth in its 3D printing business, which is still in the ramp-up phase, and expects to leverage this technology for sales in dental implants and repair products [1] Group 1 - The 3D printing materials and equipment have gained widespread recognition from customers after a year of certification and market testing [1] - The company's additive manufacturing technology for 3D printing is gradually maturing and is seen as a core technology for achieving efficient, high-precision, and low-cost dental diagnosis and treatment [1]

Core Viewpoint - The company emphasizes that gross margin is a key factor in product market competitiveness, and its main strategy to improve gross margin is through research and development innovation [1] Group 1: Gross Margin Strategy - The company aims to achieve differentiated pricing through the development and launch of new products [1] - The company focuses on optimizing processes and increasing automation in production to enhance manufacturing quality and efficiency, thereby reducing production costs [1] Group 2: Supply Chain Strategy - The company is actively laying out its supply chain strategy, collaborating with suppliers to jointly promote quality improvement and efficiency enhancement goals [1]

Core Viewpoint - The company, Aidi Te (爱迪特), has reported significant growth in its 3D printing business, which is still in the ramp-up phase, indicating a positive outlook for future developments in this sector [1] Group 1: 3D Printing Business - The 3D printing segment has shown notable growth this year, with the company achieving widespread recognition for its 3D printing materials and equipment after a year of certification and market testing [1] - The company aims to leverage 3D printing technology and products to enhance sales of its implant and restoration products [1] - The maturity of the company's additive manufacturing technology is seen as a core technology for achieving an efficient, high-precision, and low-cost closed-loop dental treatment system in the future [1]

Group 1: Market Impact and Strategies - The company’s consumables are not currently included in the centralized procurement scope, and it has not received any formal notifications regarding this matter. If included in the future, the company has competitive advantages such as self-produced raw materials, sufficient capacity, and leading technology, which would make the overall performance impact manageable [1] - The main drivers for improving the company's gross margin include R&D innovation for differentiated premium pricing, optimizing processes and automation to enhance manufacturing quality and efficiency, and actively collaborating with suppliers to achieve quality and efficiency goals [1] Group 2: 3D Printing Business - The 3D printing business has shown significant growth this year and is currently in the ramp-up phase. The company’s 3D printing materials and equipment have gained wide recognition from customers after a year of certification and market testing [2] - The company aims to leverage 3D printing technology and products to enhance sales of planting and repair products, with the technology becoming a core component for achieving efficient, high-precision, and low-cost dental treatments [2] Group 3: Overseas Market Performance - In the first half of 2025, the overseas market generated revenue of 327 million, representing a year-on-year growth of 34%. This growth is attributed to the successful implementation of the company’s major client strategy and the establishment of stable partnerships with key clients after product trials, particularly in the European and African markets [3] - The company employs a differentiated product mix strategy for various niche markets, maintaining product strength and effectively matching solutions to customer needs [3] Group 4: Future Expectations for New Facilities - The company plans to increase production capacity across all product lines based on market trends and strategic planning. The Aidi Te Dental Industrial Park is expected to complete the construction and gradual commissioning of its main production workshops next year [4] - The optimization of the product structure will allow the company to cover a broader customer base, expand market space, and enhance overall profitability, leading to new advancements in production scale and profitability [4]

证券日报网讯12月29日，爱迪特（301580）在互动平台回答投资者提问时表示，公司正在进行齿科数字 云系统的设计与开发，并密切关注相关技术在口腔医疗领域的研究与应用，积极探索技术创新和产业机 会。 ...

Core Viewpoint - The company is focused on managing foreign exchange risks and enhancing its product offerings in the dental restoration materials market, while also expanding its market presence both domestically and internationally [2][3]. Group 1: Financial Performance - As of December 26, 2025, the company's stock closed at 43.19 yuan, down 1.03%, with a turnover rate of 1.17% and a trading volume of 8,405 shares, amounting to a transaction value of 36.48 million yuan [1]. - On December 26, there was a net inflow of 179.15 million yuan from institutional investors, indicating a positive short-term sentiment towards the stock [4]. Group 2: Foreign Exchange Risk Management - The company acknowledges that exchange rate fluctuations can impact its foreign exchange gains and losses, particularly as a significant portion of its revenue comes from overseas markets [2]. - The company implements strict foreign exchange risk management policies, including adjusting settlement currencies and periods, and engaging in foreign exchange hedging to mitigate risks [2][3]. Group 3: Product Development and Market Strategy - The company has invested in a multi-dimensional funding system for zirconia blocks, with plans to increase R&D efforts in core areas to strengthen its technological barriers and market competitiveness [2]. - The company has developed a high-end product, 3DPro zir, which has received multiple international awards, and plans to continue optimizing R&D funding and expanding sales channels [3]. - The company employs a "scholarly-driven + channel deepening" marketing strategy, focusing on industry exhibitions and academic exchanges to promote its products and build brand recognition [3]. Group 4: Competitive Positioning - The company emphasizes that it does not follow a low-price strategy and has made significant investments in materials and technology to maintain a competitive edge in the zirconia dental restoration market [2]. - The company aims to enhance its product structure and increase the proportion of high-value-added products to maintain stable overall profitability [3].

Sales Model - The company employs a "direct sales + distribution" model, primarily using direct sales for domestic clients such as dental technicians, hospitals, and dental clinics, while combining direct sales and distribution for international clients, focusing on large dental technician clients [1] Competitive Landscape - The competitive landscape has evolved from single product and niche market competition to multi-category and solution-based competition, transitioning from localized to global competition. The company aims to become a leading global digital dental comprehensive service provider while exploring transformation and creating differentiated value for customers [2] Product Procurement - The company's products, specifically the Woland implants, have been included in the domestic centralized procurement list for dental implant systems, and the supply to cooperating medical institutions is proceeding as per the procurement agreement [3] Revenue Fluctuations - Historical data indicates that the company's revenue experiences seasonal fluctuations, particularly in the first quarter due to public holidays like Spring Festival and Christmas, which affect business activity and lead to lower revenue contributions during this period [4] Overseas Growth Drivers - The company’s rapid overseas growth is attributed to product and product mix advantages, employing a differentiated product strategy for various market segments, maintaining product leadership, and establishing solid partnerships through competitive pricing and quality [5] - Additionally, the company has implemented a major client strategy by setting up localized sales teams, storage centers, service networks, and training bases in key overseas markets, creating a comprehensive market service system [5] - Brand building in overseas markets is emphasized through exhibitions, training, social media, and model customer development to enhance brand awareness and customer coverage [6]

Group 1 - The core viewpoint of the article highlights that Aidi Te (301580) has a leading market share in the domestic professional denture processing field for zirconia ceramic blocks [1] - The company employs a "academic-driven + channel deepening" precise promotion strategy for product marketing and brand building [1] - Marketing efforts are primarily conducted through industry exhibitions and academic exchange meetings, focusing on vertical promotion channels in the dental sector [1]