Core Insights - The company identifies two major trends in the domestic market that present clear growth opportunities and highlight the value of differentiated competition [1] - Downstream customers are shifting their core demands towards new product combinations and innovative business models that can drive their own business growth [1] - As oral healthcare consumption upgrades, there is an increasing demand from patients for high-quality services such as digital diagnosis and personalized aesthetic restoration [1] Industry Trends - The decision-making process for customers is increasingly focused on whether solutions can enhance diagnostic efficiency and optimize patient experience, rather than just on price [1] - This shift provides a broad space for companies with technological integration capabilities to thrive [1] - Industry competition is transitioning from homogeneous price competition to differentiated competition centered around technological accumulation [1] Company Positioning - Material innovation requires long-term technological accumulation, and the product switching cycle is lengthy with high market education costs, making it difficult for most companies to keep pace [1] - This creates a natural barrier for technology-leading companies [1] - The company has achieved direct benchmarking with traditional international brands through continuous innovation in material performance and digital solutions, expanding the market space for domestic alternatives [1]

Core Viewpoint - The company aims to focus on both domestic and international markets by 2026, enhancing competitiveness and patient experience through innovative solutions in dental prosthetics and oral medical services [1] Domestic Market Strategy - The company plans to empower domestic dental prosthetic factories and oral medical service institutions by offering new solutions such as digital implants, aesthetic restorations, and complete removable dentures [1] - The goal is to simultaneously improve the competitiveness of downstream clients and enhance patient treatment experiences [1] International Market Strategy - The company intends to deepen its efforts in the overseas market by accurately addressing customer needs and strengthening product combinations and solution delivery capabilities [1] - It will leverage existing customer relationships and brand advantages to uncover valuable clients [1] Performance Outlook - The company expresses confidence in achieving steady growth in performance due to the relentless efforts of its team [1]

Core Viewpoint - The company has established a solid foundation for large-scale promotion of its 3D printing materials and equipment, which have gained wide recognition from customers after a year of certification and market testing [1] Group 1: Company Developments - The company has successfully completed market exploration and improved its delivery system for 3D printing products [1] - The 3D printing additive manufacturing technology of the company is gradually maturing, positioning it as a core technology for achieving efficient, high-precision, and low-cost dental diagnosis and treatment [1] Group 2: Market Potential - The company aims to leverage its 3D printing technology and products to drive sales in the fields of dental implants and repair products [1]

Group 1: Business Outlook and Strategy - The company aims to focus on both domestic and international markets in 2026, enhancing dental laboratories and oral medical service institutions through innovative solutions like digital implants and aesthetic restorations [1] - Confidence in steady performance growth is based on leveraging existing customer relationships and brand advantages to identify valuable clients [1] Group 2: Customer Segmentation - Clinical customers include dental hospitals and clinics that directly serve patients, while technical customers are dental laboratories focused on producing dental prosthetics [2] - Core needs differ: clinical customers prioritize solutions that enhance treatment efficiency and patient satisfaction, whereas technical customers focus on precision, production capacity, and technical support [2] Group 3: Market Trends - The domestic market is experiencing two key trends: a shift towards innovative product combinations and business models, and a move from price competition to differentiation based on technological accumulation [3] - As consumer demand for high-quality services increases, customer decision-making is increasingly based on the ability of solutions to improve treatment efficiency and patient experience [3] Group 4: 3D Printing Business Development - The company’s 3D printing materials and equipment have gained broad customer recognition after a year of certification and market testing, establishing a solid foundation for large-scale promotion [4] - 3D printing technology is expected to be a core technology for achieving efficient, high-precision, and low-cost dental treatment solutions in the future [4]

Core Viewpoint - Aidi Te (301580) has established partnerships with several national and regional dental chains through the advantages of centralized procurement and channel access, allowing its products to penetrate private dental clinics and specialized hospitals [1] Group 1 - The company has integrated the business data of Korean Wolan into its overall business segment for consolidated reporting due to considerations of operational data management and information disclosure compliance [1]

Core Viewpoint - The company plans to increase production capacity across its product lines in response to market trends and strategic planning, with the dental industrial park expected to complete major workshop construction and gradually commence production next year [1] Group 1 - The company aims to optimize its product structure to cover a broader customer base [1] - The expansion is expected to create a wider market space and enhance overall profitability [1] - The initiatives will elevate the company's production scale and profitability to new heights [1]

Core Viewpoint - The company, Aidi Te (爱迪特), is experiencing significant growth in its 3D printing business, which is still in the ramp-up phase, and expects to leverage this technology for sales in dental implants and repair products [1] Group 1 - The 3D printing materials and equipment have gained widespread recognition from customers after a year of certification and market testing [1] - The company's additive manufacturing technology for 3D printing is gradually maturing and is seen as a core technology for achieving efficient, high-precision, and low-cost dental diagnosis and treatment [1]

Core Viewpoint - The company emphasizes that gross margin is a key factor in product market competitiveness, and its main strategy to improve gross margin is through research and development innovation [1] Group 1: Gross Margin Strategy - The company aims to achieve differentiated pricing through the development and launch of new products [1] - The company focuses on optimizing processes and increasing automation in production to enhance manufacturing quality and efficiency, thereby reducing production costs [1] Group 2: Supply Chain Strategy - The company is actively laying out its supply chain strategy, collaborating with suppliers to jointly promote quality improvement and efficiency enhancement goals [1]

Core Viewpoint - The company, Aidi Te (爱迪特), has reported significant growth in its 3D printing business, which is still in the ramp-up phase, indicating a positive outlook for future developments in this sector [1] Group 1: 3D Printing Business - The 3D printing segment has shown notable growth this year, with the company achieving widespread recognition for its 3D printing materials and equipment after a year of certification and market testing [1] - The company aims to leverage 3D printing technology and products to enhance sales of its implant and restoration products [1] - The maturity of the company's additive manufacturing technology is seen as a core technology for achieving an efficient, high-precision, and low-cost closed-loop dental treatment system in the future [1]

Group 1: Market Impact and Strategies - The company’s consumables are not currently included in the centralized procurement scope, and it has not received any formal notifications regarding this matter. If included in the future, the company has competitive advantages such as self-produced raw materials, sufficient capacity, and leading technology, which would make the overall performance impact manageable [1] - The main drivers for improving the company's gross margin include R&D innovation for differentiated premium pricing, optimizing processes and automation to enhance manufacturing quality and efficiency, and actively collaborating with suppliers to achieve quality and efficiency goals [1] Group 2: 3D Printing Business - The 3D printing business has shown significant growth this year and is currently in the ramp-up phase. The company’s 3D printing materials and equipment have gained wide recognition from customers after a year of certification and market testing [2] - The company aims to leverage 3D printing technology and products to enhance sales of planting and repair products, with the technology becoming a core component for achieving efficient, high-precision, and low-cost dental treatments [2] Group 3: Overseas Market Performance - In the first half of 2025, the overseas market generated revenue of 327 million, representing a year-on-year growth of 34%. This growth is attributed to the successful implementation of the company’s major client strategy and the establishment of stable partnerships with key clients after product trials, particularly in the European and African markets [3] - The company employs a differentiated product mix strategy for various niche markets, maintaining product strength and effectively matching solutions to customer needs [3] Group 4: Future Expectations for New Facilities - The company plans to increase production capacity across all product lines based on market trends and strategic planning. The Aidi Te Dental Industrial Park is expected to complete the construction and gradual commissioning of its main production workshops next year [4] - The optimization of the product structure will allow the company to cover a broader customer base, expand market space, and enhance overall profitability, leading to new advancements in production scale and profitability [4]