Core Insights - The company identifies two major trends in the domestic market that present clear growth opportunities and highlight the value of differentiated competition [1] - Downstream customers are shifting their core demands towards new product combinations and innovative business models that can drive their own business growth [1] - As oral healthcare consumption upgrades, there is an increasing demand from patients for high-quality services such as digital diagnosis and personalized aesthetic restoration [1] Industry Trends - The decision-making process for customers is increasingly focused on whether solutions can enhance diagnostic efficiency and optimize patient experience, rather than just on price [1] - This shift provides a broad space for companies with technological integration capabilities to thrive [1] - Industry competition is transitioning from homogeneous price competition to differentiated competition centered around technological accumulation [1] Company Positioning - Material innovation requires long-term technological accumulation, and the product switching cycle is lengthy with high market education costs, making it difficult for most companies to keep pace [1] - This creates a natural barrier for technology-leading companies [1] - The company has achieved direct benchmarking with traditional international brands through continuous innovation in material performance and digital solutions, expanding the market space for domestic alternatives [1]
爱迪特：国内市场正呈现两大核心变化趋势