安杰思(688581) - 杭州安杰思医学科技股份有限公司2024年11月投资者关系记录表

Group 1: Company Overview - The company is Hangzhou Anjisi Medical Technology Co., Ltd., with stock code 688581 and abbreviation 安杰思 [1] - The meeting was held on November 18, 2024, at the Shanghai Stock Exchange Roadshow Center [2] Group 2: Business Strategy - The company emphasizes both organic growth and external mergers and acquisitions as key strategies for expansion [2] - The focus will be on minimally invasive treatment devices and consumables, with ongoing R&D in flexible endoscopes and imaging technologies [3] Group 3: Financial Performance - Revenue for the first half of the year increased by 28.43%, driven by strong sales growth in GI and ESD/EMR product lines [3] - Revenue growth for Q3 was 16.34% year-on-year, with a noted slowdown attributed to domestic procurement policies and the 2023 base effect [3] Group 4: Market Conditions - The company reports that current trade policies between China and the U.S. have not impacted North American sales [3] - Export orders for Q4 are expected to meet annual projections, indicating stable international demand [3] Group 5: Investor Relations - The company is considering share repurchases to boost investor confidence, contingent on suitable conditions [3] - The company assures that Q3 order volumes were normal, with detailed data available in the quarterly report [3]