Group 1: Company Overview - Yahua Electronics is a well-known provider of integrated solutions for hospital intelligent communication systems, focusing on R&D, production, and sales [1] - The company has served 9,500 hospitals and has a cumulative delivery of 4.6 million bed units, achieving a market coverage rate of approximately 60% [1] Group 2: Product Development - The company offers three generations of hospital intelligent communication systems, with the first generation focusing on nurse-patient intercom functions [1] - The second generation utilizes proprietary high-bandwidth two-wire networking technology, enabling clinical information release, risk assessment alerts, and data analysis [2] - The third generation incorporates advanced technologies like mangoRTC for audio-video communication and PaaS platform solutions, providing additional services such as remote visits and entertainment [1][2] Group 3: Market Position - Yahua Electronics has a market share of about 30% among major hospitals in China, having been active in the field for over 25 years [1] - The company has established a strong brand image and accumulated extensive industry experience, contributing to its high market share [2] Group 4: After-Sales Service - The company implements full lifecycle management for its products, offering regular inspections, parts replacement, and software upgrades to ensure customer satisfaction [2] - Yahua has 18 operational centers, covering all 31 provinces and regions in China, allowing for rapid and effective support [2] Group 5: Industry Growth and Market Capacity - According to the National Health Commission, the target for hospital bed availability by 2025 is 7.40 beds per 1,000 people, indicating significant demand for new bed construction [2] - As of 2022, there were 7.66 million hospital beds in China, with a substantial portion of Yahua's deliveries being first-generation systems, indicating a future demand for upgrades [2] Group 6: Development in Elderly Care - Yahua has developed an intelligent communication system for elderly care, leveraging its experience from hospital systems to meet the specific needs of this sector [2] - The elderly care system operates on a SaaS model, reducing operational costs and improving management efficiency for service providers [2]
亚华电子(301337) - 2023年8月28日投资者关系活动记录表