FRMS CO., LTD(SZ:300049)2024-05-15 12:09Group 1: Company Strategy and Development - The company emphasizes the importance of R&D and has increased its R&D investment over the past three years, aligning with its strategic transformation towards managed medical care [2][3] - Future plans include enhancing R&D planning and market promotion of products and services, with specific arrangements to be detailed in regular reports [3] - The company aims to protect its intellectual property through a comprehensive strategy, including domestic and international patent protections [3] Group 2: Product and Market Performance - The sales volume of diagnostic instruments reported in the 2023 annual report was 1,142 units, excluding the GO model data [3] - The GO model is projected to generate approximately 200 million yuan in revenue for 2023, with an average annual output per unit estimated between 30-60 euros [3] - As of December 31, 2023, a total of 275 units of Fibroscan GO have been installed, with further installation data to be disclosed in upcoming reports [5] Group 3: Financial Goals and Performance Expectations - The company has set ambitious performance targets for 2024, aiming for a 100% year-on-year growth, with specific goals of 200 million, 300 million, and 400 million yuan over the next three years [4] - The company plans to enhance overseas investments and initiate internationalization efforts while improving internal management and corporate culture [4] Group 4: Investor Engagement and Feedback - Investors have suggested the development of health consumer products, particularly liver health supplements, to fill a gap in the company's offerings [2] - The company is open to strategic partnerships that align with its goals and can create synergies for rapid growth [3][4] - The management is committed to timely information disclosure regarding shareholder changes and other significant developments [4][5]