禾信仪器(688622) - 禾信仪器2024年1月9日投资者关系活动记录表

Company Overview - Guangzhou Hexin Instrument Co., Ltd. was established in 2004 and is a national high-tech enterprise focusing on the R&D, production, sales, and technical services of mass spectrometry instruments [2]. - The company is recognized as one of the first "specialized, refined, distinctive, and innovative" small giant enterprises in China and has been included in the national "Manufacturing Single Champion Products" list [2]. Product Development and Market Position - The company has over 30 years of research accumulation and 20 years of entrepreneurial persistence, continuously breaking through key core technologies in mass spectrometry [2]. - Hexin Instrument aims to fill domestic gaps in high-resolution time-of-flight mass spectrometry technology, making China one of the few countries mastering this core technology [2]. - The company provides various mass spectrometry products and technical service solutions across multiple sectors, including environmental monitoring, healthcare, food safety, and industrial production, establishing itself as a benchmark enterprise in the domestic mass spectrometry field [2]. Financial Performance and Strategies - The overall gross margin for new product lines remains low due to the competitive nature of the market and the lack of scale production [3]. - Measures to improve gross margins include accelerating technology upgrades to offer higher-performance products and optimizing costs through large-scale production [3]. International Market Expansion - In 2023, the company secured a number of overseas market orders, gradually building brand recognition in international markets, which lays a solid foundation for future expansion [3]. - Despite years of experience and certain advantages in niche areas, the company still faces significant gaps compared to foreign manufacturers in terms of instrument variety, technical performance, and application levels [3]. Domestic Market and Competition - The company has established a strong presence in the environmental monitoring sector, achieving good performance in the domestic market, although this sector is still largely dominated by foreign manufacturers [4].