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迈普医学(301033) - 2023年12月26日投资者关系活动记录表

Group 1: Company Overview - Guangzhou Maipu Regenerative Medicine Technology Co., Ltd. is a high-tech enterprise focused on developing high-performance implantable medical devices, particularly in the field of neurosurgery [2][3]. - The company is the only domestic entity that offers a comprehensive range of implantable medical devices, including artificial dura mater, craniofacial repair systems, absorbable regenerated oxidized cellulose, and medical adhesives [3]. Group 2: Product Development and Market Insights - Current research products include an oral absorbable repair membrane and a multi-layer absorbable regenerated oxidized cellulose, both in clinical trial stages [3]. - The market for medical adhesives in China was approximately 2.275 billion yuan in 2020, with the usage in the U.S. market being about 2.5 times that of dural adhesives [3][4]. Group 3: Material Trends and Market Potential - PEEK materials are increasingly replacing titanium in craniofacial repair due to their superior properties, with significant market potential for PEEK products as the industry transitions [4]. - The company has successfully entered procurement lists for cranial repair products, indicating a strategy to expand market share and sales volume [4]. Group 4: Sales and Marketing Strategy - The company's marketing team is continuously adjusted to meet operational demands as its repair solutions gain traction in various regions [4].