美亚光电(002690) - 2025年4月11日投资者关系活动记录表

Group 1: Business Performance and Growth - The company's color sorting machine business is experiencing steady growth due to the stable increase in domestic grain production and diverse market demands, despite the market being relatively mature [2][4] - The company has increased investments in R&D and marketing services, enhancing product competitiveness and service capabilities [2][4] - The company reported a good operating condition in Q1 2025, with all business segments developing steadily [5] Group 2: Market Challenges and Strategies - The impact of increased U.S. tariffs on exports is minimal, as sales to the U.S. account for a small proportion of total exports; the company will monitor market changes and adjust strategies accordingly [3] - The oral health business faced significant challenges in 2024, with a substantial decline due to economic conditions and intensified competition, but the company remains optimistic about future growth in the domestic oral health market [4] Group 3: Inventory and Cost Management - The company has reduced the proportion of business through distributors, maintaining low inventory levels without any backlog [6] - The company holds a significant advantage in cost control due to scale effects, efficient production capabilities of smart factories, and self-manufacturing of key components [7] Group 4: Product Development and Market Potential - The mobile CT system is designed for bedside imaging and has versatile applications in various medical scenarios, showing strong market potential [8] - The company has consistently returned value to investors through cash dividends, totaling over 4 billion yuan since its listing, and plans to maintain this policy if no major capital expenditures arise [8]