【私募调研记录】民森投资调研南微医学

Group 1 - The core viewpoint of the news is that MinSen Investment has conducted research on a listed company, focusing on its overseas expansion and acquisition strategies in the medical field, particularly in endoscopy [1] - MinSen Investment's research highlights that Nanwei Medical has an overseas team of over 400 people, primarily located in Europe and the United States, and is actively seeking acquisition targets [1] - The integration of the CME acquisition has proceeded smoothly, with plans for regional expansion in the European market relying on existing channels and acquisitions [1] Group 2 - Nanwei Medical's factory in Thailand is set to commence production by the end of the year, supplying the European and American markets with large-volume consumables at lower costs than domestic products [1] - The acceptance of single-use endoscopes is high in the European, American, and Japanese markets, while other markets are rapidly developing due to cost-performance advantages [1] - The company's R&D focus includes visualization products, endoscopic consumables, and tumor intervention products, with domestic endoscopic surgery volume experiencing a compound annual growth rate of approximately 15%, benefiting from medical reform policies [1]