JAFRON(300529)2022-12-03 08:44Group 1: Impact of Policies on Products - The company's main product, disposable blood perfusion devices, is currently not included in the "centralized procurement" scope, and it is expected that it will not be included in the short term due to its low clinical usage and procurement volume [2][3] - The blood perfusion device does not meet the characteristics required for centralized procurement, such as high clinical usage, high procurement amounts, and maturity in clinical use [2][3] - If the product is included in centralized procurement in the future, sales are expected to increase significantly, enhancing the company's market share and profitability [3] Group 2: DRGs and Company Operations - The DRG (Diagnosis-Related Group) system is primarily applicable to acute inpatient cases and is not suitable for outpatient cases, which is relevant for the company's blood perfusion devices used in outpatient settings [3][4] - Most patients using the company's blood perfusion devices are outpatients, making them ineligible for DRG classification [3] Group 3: Business Development and Future Plans - The company is optimistic about its liver disease business, which has shown recovery in the second half of 2020 after the initial impact of COVID-19 [4] - Future development will focus on leveraging experience from the kidney disease sector to enhance the liver disease business [4] - The company plans to promote new products like dialysis machines and dialysis solutions through existing customer networks, emphasizing high-quality products and competitive pricing [4][5] Group 4: Long-term Strategy and Market Positioning - Over the next five years, the company aims to deepen its focus on kidney and liver disease, developing a comprehensive blood purification industry chain that includes medical devices, consumables, and services [5] - The company has initiated insurance products for kidney disease patients, enhancing customer loyalty and expanding its service offerings [5] - Future strategies include utilizing capital market resources and potential acquisitions to strengthen the company's unique blood purification industry chain [5]