Allgens(SH:688613) Sou Hu Cai Jing·2026-01-29 02:03Core Viewpoint - The performance forecast of Aojing Medical indicates a significant turnaround, with expected revenue of approximately 224 million yuan and a net profit of about 13.53 million yuan, marking a substantial increase and a return to profitability after a challenging period in the industry [1][3] Group 1: Financial Performance - Aojing Medical anticipates a revenue increase of approximately 8.48% year-on-year, reaching around 224 million yuan [1] - The company expects a net profit of approximately 13.53 million yuan, a significant increase of about 26.19 million yuan compared to the previous year, indicating a successful turnaround [1] Group 2: Market Dynamics - The implementation of centralized procurement policies for orthopedic artificial bones has been a key driver for the company's performance, leading to a "V-shaped reversal" in results [1] - The expansion of the procurement scope has transformed the pricing structure in the industry, providing Aojing Medical with opportunities for increased clinical usage and market share [1] Group 3: Operational Strategy - Aojing Medical has strengthened its production assurance system and optimized processes to meet the increased market demand resulting from centralized procurement [2] - The company has shifted its marketing strategy towards a more refined regional approach, enhancing academic promotion and channel management to solidify its leading position in the regenerative medical materials market [2] Group 4: Industry Implications - The performance changes of Aojing Medical reflect a broader trend in the medical device industry, where companies are adapting to the normalization of centralized procurement by shifting from high-margin pricing models to scale production and cost control [2] - Companies that can quickly adapt to new market rules and leverage product quality and capacity are likely to emerge successfully from industry restructuring [2]