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国科恒泰(301370) - 2025年5月13日投资者关系活动记录表

Group 1: Business Competitiveness and Strategy - The company's core competitive advantages include warehousing logistics, information systems, professional teams, and integrated management capabilities, which create barriers in upstream production, inventory scale, and terminal medical institution resources [1] - Currently, there are no acquisition plans, but the company acknowledges that mergers and acquisitions play a significant role in strengthening and expanding operations [2] Group 2: Growth Drivers and Market Trends - The demand for vascular intervention products is driven by the aging population, with a significant positive correlation between the prevalence of cardiovascular diseases and age [2] - The company aims to expand its product offerings beyond vascular intervention and orthopedics, focusing on equipment and IVD categories [2] Group 3: Performance Goals and Risk Management - The management is committed to daily operations and exploring new development paths to uncover new profit growth points, aiming for better performance to reward investors [2] - The company plans to adopt a diversified supply chain strategy to mitigate trade risks and reduce reliance on single sources or brands, while maintaining partnerships with large multinational companies [2]