欧圣电气(301187.SZ):护理机器人产品前几年主要通过经销商渠道进行销售,终端客户较为分散
格隆汇10月14日丨欧圣电气(301187.SZ)在投资者互动平台表示,根据国家统计局数据,我国从2022年开始进入人口负增长时代,65岁及以上的老年人口占总人口的比例已超15%,在老龄化趋势不断加速的同时,国家也相继发布相关政策积极培育银发经济。根据QYResearch 研究报吿显示,全球健康护理机器人市场规模未来将超过百亿,我国养老护理市场发展前景广阔。公司立足于超静音电机和空气动力学等核心技术开发的二便智能护理机器人产品目前已升级至第五代,技术水平和用户体验业内领先。公司护理机器人产品前几年主要通过经销商渠道进行销售,终端客户较为分散。自2023年以来,市场需求明显变热,该类产品的认可度越来越高,公司接到越来越多的主动订单和批量订单,销量实现快速增长,客户包括大型公立医院、国资背景养老护理产品采购公司、及中国台湾半官方背景的康养器械经销商等。未来随着老龄化的不断加深,叠加政策支持,市场对养老护理产品需求将持续扩大,智能护理机器人业务有望进入收获期,从而为公司带来持续的收入增量和业绩贡献。
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