美亚光电(002690) - 2025年8月27日投资者关系活动记录表

Group 1: Business Performance - The company is a leading player in the domestic color sorting machine industry, maintaining strong core competitiveness through continuous innovation, market expansion, and brand recognition, resulting in stable growth in its color sorting machine business [2] - The revenue from industrial inspection equipment has declined due to a strategic focus on core businesses and adjustments in product categories and market sales strategies [4] Group 2: Market Outlook - The dental industry is currently experiencing a downturn due to intense market competition and reduced effective demand, but the company remains optimistic about future growth driven by economic development, population aging, and increased public awareness of oral health [3] - The color sorting machine business is expected to continue its stable growth, particularly in the agricultural and recycling sectors, supported by increasing market demand [5] Group 3: Product Innovations - The newly launched AI-powered color sorting machine "Meiya Master 4.0" integrates advanced AI models and real-time monitoring capabilities, quickly gaining popularity in the market [6][7] - The "Meiya Meiya" digital cloud platform for oral health has been optimized and is currently serving over 10,000 users, contributing to the high-quality development of the dental industry [7] Group 4: Inventory and Sales Strategy - As of June, the company's inventory reached 375 million CNY, a 32% increase from the beginning of the year, primarily due to proactive stocking in anticipation of higher sales volumes in the second half of the year [7]