Research Express | Adit Receives Pingan Fund Research Visit; Zirconia Ceramic Blocks Leading Globally; Overseas Business Compound Annual Growth Exceeds 30%

On March 12, Addite (Qinhuangdao) Technology Co., Ltd. (hereinafter referred to as “Addite”) hosted a targeted research session with Ping An Fund Ninte Lin in the company conference room. Gao Yu, the company’s Board Secretary, provided detailed answers to investor questions regarding the competitive landscape of zirconia ceramic blocks, the market potential for dental implants, and the development of 3D printing business.

Leading Global Zirconia Ceramic Block Shipments, Rapid Growth in Overseas Business Surpassing Industry

As a core main product, zirconia ceramic blocks performed remarkably. Gao Yu introduced that the company’s global shipment volume of zirconia ceramic blocks ranks among the top, with significant scale advantages. Compared to overseas brands, the company’s products have competitive advantages in pricing and gross profit. The newly launched 3Dpro Ultra/Max products this year, backed by mature channels and customer partnerships, are expected to become strong competitors in the global market. Additionally, the company is building a “materials + digital equipment” collaborative ecosystem around zirconia ceramic blocks to further strengthen its industry position. Data shows that from 2021 to 2024, the company’s overseas revenue grew at a compound annual rate of over 30%, significantly higher than the industry average.

Dental Implant Market Has Broad Potential, Digital Equipment Becomes Second Growth Curve

Regarding the market potential for dental implants, Gao Yu stated that the global market for dental implant-related medical devices has exceeded 100 billion yuan and continues to grow rapidly. As global oral health demands increase, dental implants, as an important segment in dentistry, will see sustained growth in both market size and demand. Meanwhile, digital dental equipment, as the company’s second-largest business segment, has achieved a dual domestic and overseas market presence with gradually accelerating growth. Penetration in this field continues to increase, and the market size is nearly on par with the materials segment. The company plans to achieve a 1:1 revenue ratio between equipment and materials, indicating broad development potential.

3D Printing Business in Initial Growth Stage, New Factory to Alleviate Capacity Bottlenecks

Regarding the 3D printing business, Gao Yu pointed out that this is a core layout direction within the digital dental equipment segment, focusing on personalized denture production using self-developed manufacturing modes. Currently in the initial growth phase, the business is experiencing strong market demand. The company is advancing the expansion of a new factory to gradually ease capacity constraints and support further development.

Shareholding Company Expansion Ensures Raw Material Supply, Dental Implant Robot Business Promising

On the development of Jingdezhen Wanwei Powder, a shareholding company, Gao Yu explained that Addite holds a 42% stake as a strategic shareholder, forming deep industry collaboration. Wanwei Powder, a key supplier of raw materials for the company, is developing well and has clear plans for capacity expansion to enhance zirconia powder production capabilities. This will ensure stable raw material supply for the company and support growth across multiple business areas, aligning with high-end overseas powder standards.

Additionally, the company is optimistic about its investment in Youshan Medical’s dental surgical robot business. Gao Yu stated that since the launch of international dental implant surgical robots in 2015, after ten years of exploration, the technology and business models have matured. Recently, they have begun expanding into global markets, with industry development conditions now favorable. Youshan Medical’s technological approach is unique, with products designed to avoid issues like occlusion during surgery, better suited to clinical scenarios, and has obtained relevant certifications. Addite will leverage its channels and market advantages in dentistry to empower Youshan Medical.

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Editor: Xiao Lang Kuai Bao