INKON Life(SZ:300143)2022-12-04 08:30Group 1: Proton Therapy System - The Protom Radiance 330 proton therapy system is the most advanced compact proton therapy system globally, integrating modularity and customization, which effectively reduces the cost of tumor radiotherapy [2] - The company aims to promote and sell the Protom system both domestically and internationally due to its advantages in size, modularity, and precision [2] Group 2: Hospital Management and Expansion - The company has a specialized management team for hospital operations, covering the entire process from industry research to initial setup and management [2] - In 2015, the company began transitioning into the medical services sector, successfully acquiring two hospitals in 2017: Hangzhou Zhongwei and Sichuan Friendship [2] - Plans are underway to establish new hospitals with a focus on radiation therapy in cities like Changsha and Changchun, with additional new hospitals expected to open this year [2][3] Group 3: Investment and Returns - The board has approved an investment budget of 500 million yuan for establishing new hospitals [3] - The average investment return period for hospitals is approximately five years, with expectations for new hospitals to achieve profitability within one year of opening [3] Group 4: Market Opportunities and Growth - The company is increasing its sales efforts in overseas markets while the domestic market for radiation therapy is experiencing a supply-demand imbalance due to the gradual closure of military hospitals [3] - The company is seizing the opportunity to capture market share and attract experienced medical personnel [3] Group 5: Product Advantages - The company's gamma knife products are competitively priced at about 75% of foreign counterparts, benefiting from unique technological advantages that reduce costs while maintaining efficacy [4] - The construction period for a proton therapy center typically ranges from 12 to 18 months [4]