麦澜德(688273) - 投资者关系活动记录表（2024年12月13日）

Group 1: Company Overview and Strategy - Nanjing Maillande Medical Technology Co., Ltd. focuses on the promotion of the "Magnetic Electric Thermal Imaging · Smart Integration PI-ONE" pelvic floor intelligent diagnosis and treatment system, enhancing market competitiveness and establishing a solid industry moat [2][3] - The company collaborates with the National Health Commission's research institute to promote national projects, leveraging academic channels for expansion [3] - The new product rollout is planned and executed in phases, aligning with market feedback and company expectations [3] Group 2: Product Applications and Market Insights - The reproductive anti-aging products are widely used in medical beauty institutions and reproductive centers, with a direct sales model supplemented by distribution [4] - The market for reproductive health is in the introduction and growth stages, driven by increasing awareness and demand among women for reproductive health services [4][5] - The electric ultrasound therapy device targets populations with reproductive function decline, while the uterine recovery device is aimed at postpartum and post-abortion fertility preservation [4] Group 3: Financial Performance and Market Challenges - Approximately 85% of the company's business comes from the hospital sector, with external market performance affected by declining birth rates, although business volume has stabilized in recent years [5] - The aging population and rising health awareness are contributing to an increasing number of women seeking screening and treatment for pelvic floor dysfunction (PFD) [5] Group 4: Future Directions and Risk Management - The company maintains a strategy of "internal growth and external mergers," actively seeking new project opportunities that align with its strategic direction [4] - Caution is exercised in evaluating market conditions, project risks, and potential returns before pursuing investments and acquisitions [4][6] - Investors are advised to be aware of the risks associated with industry forecasts and company development strategies, as these do not constitute commitments from the company [6]