歐聖電氣(301187.SZ):護理機器人產品前幾年主要通過經銷商渠道進行銷售,終端客户較為分散
格隆匯10月14日丨歐聖電氣(301187.SZ)在投資者互動平台表示,根據國家統計局數據,我國從2022年開始進入人口負增長時代,65歲及以上的老年人口占總人口的比例已超15%,在老齡化趨勢不斷加速的同時,國家也相繼發佈相關政策積極培育銀髮經濟。根據QYResearch 研究報吿顯示,全球健康護理機器人市場規模未來將超過百億,我國養老護理市場發展前景廣闊。公司立足於超靜音電機和空氣動力學等核心技術開發的二便智能護理機器人產品目前已升級至第五代,技術水平和用户體驗業內領先。公司護理機器人產品前幾年主要通過經銷商渠道進行銷售,終端客户較為分散。自2023年以來,市場需求明顯變熱,該類產品的認可度越來越高,公司接到越來越多的主動訂單和批量訂單,銷量實現快速增長,客户包括大型公立醫院、國資背景養老護理產品採購公司、及中國台灣半官方背景的康養器械經銷商等。未來隨着老齡化的不斷加深,疊加政策支持,市場對養老護理產品需求將持續擴大,智能護理機器人業務有望進入收穫期,從而為公司帶來持續的收入增量和業績貢獻。
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