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福瑞股份(300049) - 2023年6月9日投资者关系活动记录表
Furui Co.,LtdFurui Co.,Ltd(SZ:300049)2023-06-12 09:20

Group 1: Company Strategy and Development - The company plans to advance the Furui Health Technology Park project, aiming for completion in two years, integrating product R&D, a leading liver disease data center, and internet healthcare [1] - The company has a high management cost primarily due to high average salaries for overseas employees [1] - The company is focusing on the promotion of FibroScan Go, which is expected to increase revenue despite currently low income contribution [2] Group 2: Product and Market Insights - Theraclion's high-intensity focused ultrasound technology is primarily used for non-invasive treatments in varicose veins, thyroid tumors, and breast fibromas [2] - The global liver disease diagnostics market is projected to reach $29.27 billion by 2028, with FibroScan expected to capture a significant market share [4][6] - The NASH drug market is anticipated to grow rapidly, reaching $10.7 billion by 2025 and $32.2 billion by 2030, with compound annual growth rates of 41.8% and 24.6% respectively [6] Group 3: Financial Performance and Shareholder Information - As of May 31, 2023, the company had 13,249 shareholders [2] - The company's self-owned drug revenue increased by 9.33% year-on-year, with a gross margin increase of 1.60% [5] - The company is currently not planning to acquire the remaining 49% stake in Echosens [5] Group 4: Future Collaborations and Innovations - The company is considering further investments in Theraclion based on its development status [4] - There are no current plans for overseas promotion of the compound turtle shell soft liver tablets due to acceptance issues [3] - The company has no ongoing development of innovative drugs at this time [5]