【私募调研记录】中欧瑞博调研海尔生物

Group 1 - The core viewpoint of the news is that Haier Bio has made significant progress in mergers and acquisitions, AI empowerment, and R&D investment in 2024, with a 50% increase in revenue from the merger industry [1] - Haier Bio's AI empowerment spans five industries, including the integration of vaccine appointment systems with DeepSeek and the construction of various product solutions for smart medication scenarios [1] - The company focuses its R&D investment on traditional advantageous fields, emerging industry development, and future industry layout, with approximately one-third of new users in the domestic market coming from county-level markets and key core user groups [1] Group 2 - The international market strategy involves a "one country, one policy" approach to enhance localization capabilities, emphasizing regional product planning and expanding new user scenarios [1] - Non-storage business is experiencing rapid growth overseas, with expectations for continued positive development [1] - Domestic orders are abundant, and overseas orders are rolling, with a business opportunity funnel exceeding 10 billion [1]