炬光科技(688167.SH):今年一季度中游醫療健康業務收入已超過去年全年
格隆匯6月14日丨有投資者向炬光科技(688167.SH)提問,“請簡單概括下公司在醫美方面的佈局展望,和已經取得的成績成果。”
炬光科技回覆稱,公司醫療健康業務從產品角度同時覆蓋公司上游和中游產品,在上游,公司向醫療健康設備廠商提供半導體激光元器件、激光光學元器件;在中游,公司向醫療健康設備廠商提供激光+光學結合的模塊、模組、子系統。從應用角度,公司的醫療健康應用覆蓋淨膚、嫩膚、溶脂、手術、顯影、牙科等多種應用。其中上游業務增長相對比較穩健,中游業務過去主要是面向家用,由於家用醫療健康業務因政策要求需要做臨牀驗證、醫療認證,起量比預期有延遲。從去年開始,公司在專業醫療健康領域,也逐漸開始拓展中游模塊,供應的產品從元器件拓展至模組,價值量提升,取得顯著成效。在2023年第一季度中游醫療健康業務收入已超過2022年全年。
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