麦澜德(688273) - 投资者关系活动记录表（2024年11月27日）

Group 1: Business Overview - The company focuses on reproductive anti-aging as its second strategic product line after pelvic floor rehabilitation, with significant clinical efficacy and promotion methods [1] - The reproductive anti-aging segment has gained widespread market recognition, forming an integrated ecological chain for women's reproductive health [2] - The company provides comprehensive solutions for reproductive anti-aging needs, utilizing key technologies such as electricity, magnetism, high frequency, and focused ultrasound [2] Group 2: Target Demographics and Market Potential - The products are suitable for women in various stages post-puberty, especially those in perimenopause experiencing reproductive system decline [2] - The market for reproductive health solutions is growing annually, driven by increasing awareness and demand for improving reproductive health and alleviating menopausal symptoms [3] Group 3: Financial Performance and Challenges - The company's revenue saw a slight decline due to changes in the internal and external business environment, alongside a significant increase in R&D expenses, which accounted for approximately 17% of total revenue [4] - The decision to terminate the 2023 equity incentive plan was influenced by the company's inability to meet performance targets and significant fluctuations in stock price [4] Group 4: Sales Strategy and Market Approach - The company employs a market penetration strategy, starting with tertiary hospitals to establish regional model clients before expanding to secondary and primary hospitals, community health institutions, and clinics [5] - The sales model is primarily direct sales, supplemented by distribution for hospital markets, with a focus on building brand influence [5] Group 5: Future Developments and Risk Management - The company is committed to developing new products for women's health throughout their life cycle, with details on new products expected in the 2024 annual report [5] - The company maintains a cautious approach to investments and acquisitions, evaluating market conditions, project risks, and potential returns to mitigate investment risks [5]