KHB(SZ:002022)2022-12-03 09:06Group 1: Company Strategy and Performance - The core strategy since 2017 is "product-centric and market-oriented" [2] - The acquisition of Tianlong is significant for the company's layout in molecular diagnostics, with operational improvements noted [2] - The company has established Shandong Kehua to enhance channel and product sales after several acquisitions in southern regions [2] Group 2: Financial Performance and Projections - Tianlong's integration is expected to contribute positively to the company's performance in 2018, with revenue growth compared to the previous year [3] - The company aims to achieve industry-leading levels in key business areas over the next three years, exceeding the average industry growth rate [4] Group 3: Product Focus and Market Position - The biochemical business is a crucial cash flow source and a significant growth driver for the company [3] - The company plans to launch new products through its channels, ensuring both short-term and long-term growth [3] Group 4: Market Trends and Business Model - The company is cautiously exploring the bundled procurement model, focusing on long-term partnerships with hospitals [4] - A dedicated team has been established to promote bundled services, aligning with national policies while maintaining selective engagement [4]