Group 1: Investment Value - The company positions itself as a comprehensive digital supply chain service provider for medical devices, moving beyond traditional distribution models [1] - The long-term strategic layout of "1+3+N" focuses on solidifying the core supply chain business while nurturing three new growth engines: digital business, technology transfer, and international expansion [1][2] - Strong partnerships with global companies like Boston Scientific and Medtronic enhance business stability and risk resilience [2] Group 2: Business Development and Market Trends - The Chinese medical device market is expected to grow due to rigid demand, strong policies, disruptive technologies, and a global perspective [4] - The company’s digital platform addresses traditional distribution challenges, ensuring stability and safety in clinical supply under procurement policies [4] - The company aims to provide comprehensive commercialization solutions, enhancing market influence for medical device manufacturers [2] Group 3: Capital Operations and Future Plans - Currently, there are no specific capital operation plans; future actions will depend on market conditions and strategic needs [3] - The company will utilize capital market tools to promote high-quality development when appropriate [3] Group 4: Digital Business and CDMO Progress - The company has achieved 100% online management of business processes and developed a digital solution for manufacturers, distributors, and hospitals [5][6] - The CDMO (Contract Development and Manufacturing Organization) business is still in the exploratory phase and does not currently impact short-term performance [6]
国科恒泰(301370) - 2025年11月7日投资者关系活动记录表（走进国科恒泰-投资者开放日活动）