Group 1: Company Performance and Projections - The company expects to disclose its performance for the first half of 2018 in the upcoming semi-annual report, with preliminary results already shared in the Q1 report [1] - The growth in the oral repair membrane market is primarily driven by an increase in patients in the maxillofacial surgery field and rapid growth in the implant market [2] Group 2: Inventory and Sales Model - The current inventory turnover rate is considered reasonable compared to other listed companies in the industry [2] - The company's sales model combines direct sales and distribution, with a notable increase in distribution revenue due to expanded distribution networks and centralized procurement by hospital clients [2] Group 3: Market and Capacity - The main sales coverage areas are oral-related departments and neurosurgery, which are currently stable, with ongoing efforts to expand sales [2] - The company has flexible production capacity that can be adjusted based on market demand, ensuring that capacity will not become a limiting factor [2] Group 4: Investment Projects and R&D - The planning for the fundraising project construction land has been completed, and the project is actively progressing [2] - The "active biological bone" project is progressing smoothly, with timely updates expected upon submission of the registration application [2] - The purpose of the regenerative membrane in R&D projects is to guide bone tissue regeneration in the oral field, aligning with current oral channels [2] Group 5: Collaboration with Research Institutions - The company maintains an open attitude towards collaboration with external research institutions, with stable relationships with existing partners [2]
正海生物(300653) - 2018年6月25日、6月27日投资者关系活动记录表