Group 1: Company Overview and Strategy - Kefu Medical has evolved from being an agent for well-known medical device brands to establishing its own brand "Kefu" in 2009, leveraging market data for targeted product development [3] - The proportion of self-produced products increased from 22% in 2018 to 51% in 2020, with plans for further growth in self-production capabilities [3] - The company has established an international business department and is working on global sales networks, with some products already certified by the FDA and CE [3] Group 2: Product Development and Market Expansion - The acquisition of Jirui Medical aims to enhance self-production capabilities and supply chain management, with an annual production capacity of 250,000 units [2] - The company plans to empower the "Beibeijia" brand through medical research collaborations, expanding its application in postoperative rehabilitation and care [2] - Kefu Medical's online sales channels cover major platforms like Tmall and JD, while offline channels include partnerships with large pharmacy chains [3] Group 3: Financial Performance and Sales Strategy - The company’s sales expenses are higher than industry peers due to its unique operational model, which includes costs for logistics and online promotions [3] - The impact of the pandemic saw a rise in revenue from thermometers, masks, and disinfectants, while non-pandemic products experienced a slight decline [5] - As of now, Kefu Medical has signed 366 stores for its hearing aid brand "Jianer," with 338 already opened, primarily in regions like Hunan and Guangdong [5] Group 4: Future Plans and Challenges - Kefu Medical is considering implementing an equity incentive plan in the future, aligning with its operational development [4] - The company aims to increase the density of stores in existing provinces while exploring new regions for expansion [5] - The hearing aid market is still in its early stages, and Kefu Medical is focused on establishing a competitive advantage through a complete operational and management system [5]

编号：2021-005 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | ☑ 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n☑其他 电话会议 | □分析师会议 \n □业绩说明会 \n □路演活动 \n | | 参与单位名称及人员 | | 广发证券罗佳荣、漆经纬、朱新彦；长城基金谭小兵、陈蔚丰 ...

编号：2021-001 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------|---------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动类别 | 特定对象调研 | □分析师会议 | | | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | 大成基金 | 邹建、齐炜中、杨挺、吕乐艺、陈泉龙 | | 时间 | 2021-11-09 | | | 地点 | 健耳听力门店、公司会议室 | | | 上市公司接待人员姓 名 | 董事长/总裁 ...

编号：2021-008 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------|----------------------------------------|--------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | 投资者关系活动类别 | 特定对象调研 | □分析师会议 | | | | □媒体采访 | □业绩说明会 | | | | □新闻发布会 | □路演活 ...

编号：2021-002 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n□其他 | □分析师会议 \n □业绩说明会 \n □路演活动 \n （请文字说明其他活动内容） | | 参与单位名称及人员 | 华泰证券 孔垂岩 | | | 姓名 | 上投摩根 蔡云翔 | | | | 德邦证券 陈铁林 | 王邵玲 | | 时间 | 2021-11-11 | | | 地点 | 公司会议室 | | | ...

编号：2021-007 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

编号：2022-004 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n 现场参观 \n其他 | □分析师会议 \n □业绩说明会 \n □路演活动 | | ...

Group 1: Company Growth and R&D Strategy - The company is focusing on increasing R&D investment to drive product iteration and innovation, with a rich pipeline of products in development [1] - The R&D team consists of over 200 personnel across three research institutes, emphasizing the importance of innovation for company growth [1] - The company aims to enhance its production capabilities with new manufacturing bases in Changsha and Yueyang, improving overall product competitiveness [1] Group 2: New Product Development - Product development is categorized into two types: upgrading existing key products and innovating new technologies, guided by market demand [2][3] - The company is actively preparing for future market needs by conducting thorough market research during the R&D initiation phase [3] Group 3: Acquisitions and Market Positioning - Following the acquisition of Jirui Medical, the company plans to increase R&D investment in electric wheelchairs and enhance product performance while reducing costs [4][5] - The acquisition of Beibeijia will empower the brand through medical collaboration and improve sales channels and service levels [6] Group 4: Market Landscape and Competition - The domestic blood pressure and blood glucose monitoring market has low penetration, indicating significant future potential [7] - The company has seen increased brand recognition and sales growth in blood pressure and glucose monitoring products since its listing [9] Group 5: Product Categories and Sales Channels - The company has launched various self-produced products, including blood glucose monitors and oxygen machines, with plans for further expansion in 2022 [10] - Online sales account for approximately 70% of revenue, while offline sales contribute about 30% [10] Group 6: Hearing Aid Market Insights - The hearing aid fitting market is in its early development stage, with low chain store integration and varying service quality [8] - The company is leveraging its brand and scale to rapidly expand its store network and strengthen regional advantages [8][9]

编号：2022-001 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n其他 | □分析师会议 \n □业绩说明会 \n □路演活动 ...

编号：2022-003 证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------|--------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n其他 电话会议 | □分析师会议 \n □业绩说明会 \n □路演活动 \n | | 参与单位名称及人员 | 海通证券 孟陆；天弘基金 | 宋鹏；大成基金 邹建、陈泉龙；中欧基金 葛兰； | | 姓名 | 兴全基金 隋毅；银华基金 宝基金 | 孙昊阳；平安基金 许汪洋；嘉实基金 孙晓晖；华 齐震、魏扬帆；东吴证券 汪澜；东吴自营 于彦秋；建信基金 郑丁源； | | ...