Aidite told analysts domestic materials fundamentals remain stable: zirconia
block shipments rose YoY in the first three quarters, and overseas zirconia
shipments maintained high growth. On equipment, Q3 domestic equipment revenue
fell YoY as client operating pressure tightened procurement budgets, but the
equipment segment still grew about 30% overall, powered by strong overseas
equipment sales. The company plans to use centralized procurement to expand
implant share via a device-plus-materials model; 3D printing is cited as a major
follow-on channel to drive domestic market recovery and improve domestic
results.
