Sunshine(SZ:300227)2022-12-07 08:28Group 1: 3D Printing in Medical Applications - The company is currently focusing on three main categories of 3D printing in the medical field: surgical models, surgical guides, and implants, which require different levels of certification [1] - The company has completed some Class I certifications for its medical applications, while others are still in progress [2] - The primary materials used for 3D printed medical products include metals, nylon, and some flexible nylon materials [2] Group 2: Sales and Market Strategy - The main products currently sold are models and surgical guides, with implants requiring Class III certification, which takes a longer time [2] - The sales strategy involves direct engagement with hospitals, starting with top-tier hospitals in first-tier cities and gradually expanding to second and third-tier cities [2] - The company is in a cultivation phase for 3D printing technology, focusing on investment and promotion [2] Group 3: Comparison with Competitors - Several companies in the A-share market are involved in 3D printing, but each has different market directions and technologies [2] - The company aims to promote 3D printing applications in both industrial and medical fields, distinguishing itself from competitors [2] Group 4: Traditional Business and Future Growth - The traditional business, which includes SMT laser templates and related products, remains the largest segment and is expected to maintain stable growth [3] - The PCB business, which includes flexible circuit board forming and HDI drilling, has seen explosive growth in recent years and is expected to continue growing, albeit at a slower rate [3] - The company sold its stake in Shanghai Guangyun 3D Technology due to underperformance and ongoing losses, but remains optimistic about the future of its 3D printing business [3]