Group 1: Impact of Medical Supply Procurement Policies - The implementation of centralized procurement policies has led to a gradual decline in medical device prices, with market growth rates slowing down [1] - The company anticipates a stable growth trend in the industry, focusing on enhancing supply chain capabilities to improve efficiency and reduce costs [1][2] - The company is actively monitoring policy developments and adapting its strategies accordingly to ensure operational efficiency and management improvement [1][2] Group 2: Digital Supply Chain Capabilities - The company has integrated information technology and IoT to create a complete supply chain loop, enhancing collaboration between hospitals, suppliers, and logistics providers [3] - This integration has improved hospital supply efficiency, reduced inventory costs, and provided real-time compliance data for regulatory authorities [3] Group 3: Future Development of SPD Market - The SPD (Supply, Processing, and Distribution) market is expected to be dominated by large-scale service providers capable of meeting comprehensive supply and management needs [4] Group 4: Growth Sources and Strategic Plans - The company plans to deepen its core supply chain business while leveraging digital technologies to expand its platform services [6] - Future growth will also involve exploring overseas supply chain opportunities and enhancing the technological content of its offerings [6] Group 5: Third-Party Manufacturing and Technology Transfer - The company aims to utilize its extensive industry experience and partnerships with national research institutions to facilitate technology transfer and third-party manufacturing services [7][8] - Services will include technology matching, patent applications, prototype production, and batch processing to enhance efficiency in the medical device sector [8]
国科恒泰(301370) - 2025年3月10日投资者关系活动记录表