Market Overview - The domestic ultrasound market has a low localization rate in high-end and mid-high-end segments, indicating significant potential for domestic substitution [2][3] - Future growth in the industry is expected to come from clinical applications, key specialty areas, and medical imaging-assisted diagnosis [2] AI Applications - Current AI applications in ultrasound include image analysis, diagnostic assistance, quality control, and medical resource management [2][3] - The primary business model remains focused on the sales of supporting products, exemplified by the company's intelligent breast volume ultrasound imaging diagnostic system [2] R&D Directions - Key R&D directions include multifunctionality, specialization, diagnostic assistance, portability, multimodal integration, and information technology [3] - The company has a research team of over 100 members, led by experts with extensive backgrounds in medical imaging and ultrasound technology [3] Industrial Ultrasound Demand - Demand for industrial ultrasound is driven by economic growth, enhanced quality control requirements, and the acceleration of import substitution [3][4] - The replacement cycle for ultrasound non-destructive testing equipment varies based on usage frequency, environment, and maintenance [3] Future R&D in Industrial Ultrasound - AI technology is being applied in industrial ultrasound for defect assessment and automated control of detection equipment [4][5] - The company plans to enhance investments in IT, AI, and multimodal technologies to improve detection accuracy and efficiency [5] DR Market Insights - The company's DR products differentiate from traditional models by utilizing low-radiation imaging technology in portable formats [5] - The increasing importance of portable DR aligns with societal demands for improved quality of life and the government's people-centered governance philosophy [5]
超研股份(301602) - 301602超研股份投资者关系管理信息20250221