CGNNT(000881)2024-07-11 15:34Group 1: Company Overview and Activities - The company participated in a collective roadshow event on July 11, 2024, attended by approximately 150 institutions and around 200 analysts/investors [2] - The Chief Accountant, Yang Linghao, introduced the company's core business and operational highlights from the previous fiscal year and the first quarter of the current year [2] Group 2: Asset Disposal and Business Focus - The company completed the disposal of certain assets from Dalian International in 2023 and will continue to follow a strategy of "mature one, dispose of one" in 2024 [2] - The company aims to maintain balanced development across its core business areas without favoring one over another [3] Group 3: Business Development Strategies - In the new materials sector, the company plans to enhance high-end transformation and upgrade, focusing on high-value-added products such as cable materials and engineering plastics [3] - The company will strengthen R&D for high-energy accelerator products and improve the core performance parameters of medium and low-energy accelerators [3] - In the medical health sector, the company is accelerating the localization of proton therapy systems and establishing a mainstream medical isotope supply capability [3] Group 4: Nuclear Medicine and Technology Applications - The company has established two wholly-owned subsidiaries focused on proton therapy equipment and medical isotopes, preparing for broader product layouts in nuclear medicine [3] - The application of nuclear technology in medicine is seen as a unique and irreplaceable field, particularly in tumor diagnosis and treatment [3] Group 5: Proton Therapy System and Market Position - The company has completed the construction of its proton therapy system production base and possesses capabilities for independent design, production, installation, and operation [4] - The company’s proton therapy systems are flexible, allowing configurations from 1 to 5 treatment rooms based on user needs [4] Group 6: Accelerator Production Capacity and Market Outlook - The current production capacity for electronic accelerators is 80 units per year [4] - The demand for electronic accelerators is expected to grow due to their alignment with national strategic requirements and applications in various sectors, including healthcare and environmental protection [4]