Aier(300015)2025-03-25 07:12Group 1: Company Performance and Strategy - The company is experiencing stable operations and positive signals in the ophthalmology industry, with a focus on core business and high-quality development despite challenging external conditions [1] - The demand for ophthalmology services is expected to rise due to the implementation of national growth policies and economic recovery [1] - The company is committed to high-quality development, emphasizing innovation and reform to enhance core competitiveness [1] Group 2: Artificial Intelligence Applications - The company is actively integrating artificial intelligence (AI) to enhance medical capabilities, diagnostic efficiency, service quality, and management systems [2] - AierGPT, a specialized AI model for ophthalmology, has been deployed to improve service quality and digital transformation in eye care [2] - The digital human "Eyecho" is enhancing clinical service efficiency by integrating AI technologies across various service scenarios [2] Group 3: Refractive Surgery Business - The refractive surgery business is showing a positive trend with an increase in both volume and pricing, attributed to brand enhancement and upgraded surgical techniques [3] - New surgical techniques, such as All-Laser LASIK and ICL V5, are being introduced to meet diverse patient needs [3] - The penetration rate of refractive surgery in China remains low compared to developed countries, indicating significant growth potential [3] Group 4: International Expansion and Acquisitions - The company is pursuing a cautious and quality-focused approach to international acquisitions, ensuring thorough due diligence on potential targets [4] - Currently, overseas business accounts for 10%-15% of total revenue, with plans for further expansion [4] - The company has gained nearly a decade of international management experience, facilitating effective integration and collaboration across regions [4] Group 5: Future Outlook - The company anticipates challenges in 2024 due to a complex economic environment but remains focused on maintaining stable growth [4] - Key factors for future success include a mature medical service network, a patient-centered approach, and increasing demand for eye care services due to demographic trends [4] - The company aims to leverage its brand, technology, and talent to meet evolving patient needs and expand market presence [4]