三鑫医疗：东盟市场是全球血液透析最具增长潜力的市场之一

Core Insights - The company is a key player in the blood dialysis equipment industry, having established a complete product chain through independent research and development, and has provided over 300 million dialysis services to more than 5,000 hospitals and dialysis centers domestically and internationally [1] - The company anticipates a sales revenue growth of over 100% for blood dialysis equipment in 2024, indicating an increase in market share and enhanced competitiveness within the industry [1] - The company is actively pursuing digital transformation and the construction of smart factories, which are expected to improve operational efficiency and management effectiveness [1] Industry Positioning - The company has expanded its footprint by investing in or acquiring subsidiaries across various regions, achieving a comprehensive layout of the blood dialysis product supply chain and enhancing its industry position and core competitiveness [2] - The company views overseas markets as a significant growth opportunity, with successful registrations in countries like Indonesia, Peru, and Mexico, and is accelerating certification processes in Russia and Turkey [2] - The ASEAN market is identified as one of the most promising growth areas for blood dialysis, with the company already achieving sales in most ASEAN countries, particularly in Indonesia, Malaysia, Thailand, and Vietnam [2]