SONOSCAPE(SZ:300633)2023-09-22 08:41Group 1: Investor Relations Activities - The investor relations activities took place from September 19 to 21, 2023, involving various types of engagements such as analyst meetings and one-on-one communications [2] - Participating institutions included CITIC Securities, Guotai Junan, and several investment funds [2] Group 2: Market Impact and Company Performance - The company indicated that the ongoing medical anti-corruption efforts have led to a temporary slowdown in market activities, including reduced frequency of academic meetings and some tender delays [2] - Despite short-term pressures, the company believes that the long-term outlook for the medical equipment market remains positive, with a focus on companies with technological and product advantages [2] Group 3: Product Competitive Advantages - The company has strong competitive advantages in its endoscope products, including advanced 2K and 4K white light hard endoscopes, and has received certifications for new generation products [3] - A newly introduced foreign marketing team with extensive surgical experience is expected to enhance the company's surgical business development [3] - The company aims to provide comprehensive surgical solutions by leveraging successful experiences from imported brands and its existing ultrasound and flexible endoscope products [3] Group 4: Ultrasound Business and Profit Margins - The gross margin of the ultrasound business has remained stable over the past few years, positioned relatively high within the industry due to significant R&D investments [3] - The company launched a new high-end ultrasound platform, the S90 Exp series, which includes advanced features and is expected to improve the gross margin as the proportion of high-end products increases [3]