Group 1: Market Impact and Strategies - The company’s consumables are not currently included in the centralized procurement scope, and it has not received any formal notifications regarding this matter. If included in the future, the company has competitive advantages such as self-produced raw materials, sufficient capacity, and leading technology, which would make the overall performance impact manageable [1] - The main drivers for improving the company's gross margin include R&D innovation for differentiated premium pricing, optimizing processes and automation to enhance manufacturing quality and efficiency, and actively collaborating with suppliers to achieve quality and efficiency goals [1] Group 2: 3D Printing Business - The 3D printing business has shown significant growth this year and is currently in the ramp-up phase. The company’s 3D printing materials and equipment have gained wide recognition from customers after a year of certification and market testing [2] - The company aims to leverage 3D printing technology and products to enhance sales of planting and repair products, with the technology becoming a core component for achieving efficient, high-precision, and low-cost dental treatments [2] Group 3: Overseas Market Performance - In the first half of 2025, the overseas market generated revenue of 327 million, representing a year-on-year growth of 34%. This growth is attributed to the successful implementation of the company’s major client strategy and the establishment of stable partnerships with key clients after product trials, particularly in the European and African markets [3] - The company employs a differentiated product mix strategy for various niche markets, maintaining product strength and effectively matching solutions to customer needs [3] Group 4: Future Expectations for New Facilities - The company plans to increase production capacity across all product lines based on market trends and strategic planning. The Aidi Te Dental Industrial Park is expected to complete the construction and gradual commissioning of its main production workshops next year [4] - The optimization of the product structure will allow the company to cover a broader customer base, expand market space, and enhance overall profitability, leading to new advancements in production scale and profitability [4]
爱迪特(301580) - 301580爱迪特投资者关系管理信息20251230