Group 1: Financial Performance and Outlook - The company aims for stable revenue growth in 2024, with a focus on robust growth in ultrasound and rapid growth in endoscopy business [2] - Overall expenses are controllable, leading to improved profit performance [2] - The purchasing sentiment from terminal medical institutions is currently low, expected to persist in the first half of the year, with potential improvement in the second half [2] Group 2: Market Demand and Product Performance - Long-term market demand for ultrasound and endoscopy products remains stable, with the domestic endoscopy market showing good growth [2] - As of the end of 2023, the company has installed over 430 soft endoscope products in domestic tertiary hospitals, indicating strong market recognition [3] Group 3: Government Policies and Industry Impact - The government’s equipment update and trade-in policies are expected to stimulate consumption in the medical device sector, though the quantifiable impact remains uncertain [3] Group 4: International Business Development - The company has been a leader in overseas medical device exports, with revenue surpassing $100 million in 2022 and continuing to grow in 2023 [3] - The company has established a sales network covering over 170 countries and regions, enhancing its brand influence abroad [3]
开立医疗(300633) - 2024年3月6-11日投资者关系活动记录表