SONOSCAPE(SZ:300633)2023-03-03 10:14Group 1: Revenue Expectations - The company expects steady growth in revenue across various product lines, including ultrasound, soft endoscopes, hard endoscopes, consumables, and intravascular ultrasound (IVUS) [2][3] - Ultrasound products are anticipated to exceed industry average growth due to the company's leading technology and comprehensive product range [2] - The soft endoscope market is growing rapidly, with increasing recognition in tertiary hospitals, and the company expects continued high growth in this segment [2] Group 2: Profitability and Costs - The company has not provided specific guidance on net profit but expects a gradual increase in net profit margin as revenue grows and gross margins stabilize [3] - Sales and R&D expenses are relatively high, primarily due to personnel costs, but are expected to remain stable in 2023 without significant personnel expansion [3] Group 3: Impact of Subsidized Loans - The company believes that the impact of subsidized loan policies on its business is minimal due to factors such as the lengthy procurement process for medical equipment and the cautious approach of hospitals regarding cash flow [3] Group 4: Product Development and Market Strategy - The hard endoscope business saw a doubling in revenue in 2022, with strong competitive advantages from new 2K and 4K products [3] - The company plans to maintain a balance between investment in new product lines and overall company performance to ensure healthy development [4] - The intravascular ultrasound products are expected to start generating orders in 2023, with a growing market presence in PCI surgeries [3]