Core Viewpoint - The company emphasizes that the centralized procurement policy for medical devices is beneficial for the long-term healthy development of the medical device industry in China, despite concerns about its impact on profitability and the need for diversification into new business areas [1]. Group 1: Industry Insights - The centralized procurement policy, which aims to save costs for the medical insurance fund and residents, has been in place since 2020, leading to a growth phase in the medical device industry [1]. - The company’s main products, high-value medical consumables, have undergone multiple rounds of centralized procurement, covering areas such as vascular intervention, surgical medical consumables, and IVD diagnostic products [1]. Group 2: Company Strategy - The company has strategically diversified its product offerings to mitigate revenue fluctuations from single products and has actively developed distribution for innovative medical devices [1]. - In response to the DRGS policy and the demand for lean management of hospital consumables, the company has also expanded into SPD management services [1]. - The management is focused on high-quality development and is strategically evaluating new business forms, digital technologies, and service areas for potential inclusion in the company's growth strategy [1].
建发致新：集采政策下积极布局产品多元化，聚焦医疗健康产业稳健发展