麦澜德(688273) - 投资者关系活动记录表（2024年11月8日-11月13日）

Group 1: Industry Overview - The medical device industry is relatively stable, with long-term growth expected despite short-term challenges due to economic cycles and industry changes [2] - The company aims to reshape growth, focusing on four main areas for future development [2] Group 2: Key Business Segments - Pelvic Floor Segment: The demand for pelvic floor dysfunction (PFD) treatment is increasing due to aging populations and rising health awareness, with a growing number of women actively seeking screening and treatment [2][5] - Reproductive Anti-Aging Segment: Revenue from reproductive recovery and anti-aging products exceeded 50 million yuan in the first half of 2024, driven by increasing awareness and demand among women [3] - Rehabilitation Segment: The company is focusing on a specialized rehabilitation track, integrating various technologies to meet diverse clinical needs [4] Group 3: Market Dynamics - The hospital market accounts for over 85% of the company's pelvic rehabilitation business, with a noticeable decline in performance in the outpatient market due to decreasing birth rates [4] - The company plans to expand into consumer healthcare by integrating various health solutions, addressing women's health and beauty needs [5] Group 4: Competitive Landscape - The company views competition as a necessary driver for industry development and is committed to continuous innovation and building a robust technology platform to enhance its competitive edge [6] - Ongoing technological breakthroughs and product innovations are essential for raising industry standards and ensuring sustainable growth [6] Group 5: Risk Considerations - Any forecasts regarding industry trends or company strategies should not be interpreted as commitments or guarantees regarding future performance [6]