延华智能(002178) - 2015年5月5日投资者关系活动记录表

Group 1: Market Insights - The health service market in China is vast and is expected to enter a golden period of development over the next 5-8 years due to the aging population [1] - Various business models in health management, including elderly care services, are currently diverse and not standardized, with a parallel era of multiple models expected in the next 3-5 years [1] Group 2: Company Collaboration - The company and Chengdian Yixing have complementary strengths in market distribution, business models, and customer bases, with 延华智能 focusing on large hospitals in major cities and Chengdian Yixing targeting smaller hospitals [2] - Future collaboration plans include establishing a sales center for medical information, integrating Chengdian Yixing's products into smart city projects, and jointly developing new business areas [2][3] Group 3: Business Development Directions - Chengdian Yixing plans to expand its existing hospital-level medical information business, targeting the large market of secondary hospitals and addressing new demands from tertiary hospitals [3] - The company aims to build city-level medical information platforms by leveraging existing resources and experiences from Chengdian Yixing [3] Group 4: Health Management Strategy - 延华智能 is advancing into health management by integrating services for community and institutional elderly care, utilizing technologies like mobile health and big data [3] - The company plans to create a regional health service platform that combines health services with local medical resources [3] Group 5: Data Interaction and Legal Considerations - The future city-level medical information platform will facilitate the exchange of three types of data: hospital-level medical data, regional data, and dynamic health management data [4] - The company will operate as a local state-owned platform to manage public data, ensuring compliance with legal requirements while expanding data usage [4] Group 6: Financial Projections and Growth Strategy - The company projects a net profit growth of no less than 40% and revenue growth of at least 30% for 2015, driven by traditional and emerging business sectors [5] - Key growth areas include smart cities, smart healthcare, and energy-saving solutions, with a focus on transforming and optimizing the business structure [5]