美亚光电(002690) - 2023年8月24日投资者关系活动记录表

Group 1: Financial Performance - In the first half of 2023, the company achieved a revenue of 967 million CNY, representing a year-on-year growth of approximately 7% [2] - The net profit for the same period was 346 million CNY, with a year-on-year increase of about 6.8% [2] - The revenue growth rate in Q2 2023 rebounded to 11.5% after a low point in Q1 [2] Group 2: Market and Product Performance - The company's dental-related business showed a recovery trend, with sales of dental CT products gradually increasing despite market competition [2] - The color selection machine business experienced a slowdown in growth due to a high base from the previous year, but the overseas market still holds significant potential [3] - The gross margin for color selection machines improved due to a stable competitive landscape and effective cost control [3] Group 3: Operational Insights - Contract liabilities increased by nearly 60% compared to the beginning of the year, indicating a significant rise in advance payments received [3] - Inventory levels rose due to a substantial increase in self-manufactured semi-finished products, exceeding 50%, in preparation for the upcoming sales peak [3] - The company is actively participating in major dental exhibitions and considering marketing activities based on actual conditions [4] Group 4: Future Outlook - The company aims to enhance the market competitiveness of its main products and expand sales through effective marketing strategies [4] - The "Meiya Meiya" dental health digital cloud platform has over a thousand clients using it, aimed at improving operational efficiency and patient experience [3] - The company plans to accelerate the market promotion of its spinal surgery navigation equipment and is progressing with the mobile CT project [4]