New Journey(SZ:002219)2022-12-07 00:04Group 1: Industry Trends - The aging population and the rise of chronic diseases in China, along with comprehensive health insurance coverage, will continue to create challenges in accessing affordable healthcare services [2] - The private healthcare sector has significant growth potential due to these trends, prompting the company to increase investments and acquisitions in the medical service field [3] Group 2: Company Hospital Overview - Key hospitals under the company include Dalian Wasan Hospital, Xuyi Hospital, Liaoyu Hospital, Ganxi Hospital, and Guang'an Fuyuan Hospital, all of which focus on patient-centered and responsible service [3] - Some hospitals have established a strong local reputation, particularly Wasa Hospital in neurology and neurosurgery, and Liaoyu Hospital in obstetrics and gynecology [3] Group 3: Future Development in Medical Services - The company adheres to a "specialized and comprehensive" approach, expanding medical service scale through both external acquisitions and internal development [3] - Future acquisitions will target profitable medical service entities, while internal efforts will enhance existing departments, particularly in oncology and high-end obstetrics [3] Group 4: Precision Medicine and Pharmaceutical Strategy - The company has acquired Shanghai Jieao Paisi to leverage its advantages in genetic testing, enhancing service offerings across its hospitals [4] - The pharmaceutical segment focuses on the "Duyiwei" series of traditional Chinese medicine and chemical drugs, with plans to adjust sales strategies based on local market conditions to maintain steady growth [4] - The health product market, primarily targeting the mid-to-high-end segment, presents significant future growth opportunities [4]