Group 1 - The core viewpoint of the news is that Kefu Medical (301087.SZ) has reported its half-year results for 2025, highlighting significant institutional investment in the company [1] - As of August 25, 2025, a total of 11 institutional investors hold 117 million shares of Kefu Medical, representing 56.16% of the company's total equity [1] - The top ten institutional investors collectively hold 56.08% of the shares, with a decrease of 1.51 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, including Penghua Quality Governance Mixed (LOF) A, Guotai Medical Health Stock A, and Penghua Industry Selection Mixed A, with an increase ratio of 0.30% [2] - Two public funds decreased their holdings, namely Guotai Big Health Stock A and Tianhong Zhenxuan Health Mixed A, with a decrease ratio of 0.14% [2] - Five public funds did not disclose their holdings compared to the previous quarter, including Chuangjin Hexin Big Health Mixed A and others [2] Group 3 - Two social security funds did not disclose their holdings compared to the previous quarter, including Guotai Fund Management Co., Ltd. - Social Security Fund 421 Portfolio and National Social Security Fund 111 Portfolio [2]

Group 1 - The core point of the article is that Kefu Medical (SZ 301087) held its 17th meeting of the second board on August 23, 2025, to review the proposal for the 2025 semi-annual report and its summary [1] - For the year 2024, Kefu Medical's revenue composition shows that medical health products account for 95.26% of total revenue, while other businesses account for 4.74% [1]

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，可孚医疗（SZ 301087，收盘价：40.5元）8月25日晚间发布半年度业绩报告称，2025年上 半年营业收入约14.96亿元，同比减少4.03%；归属于上市公司股东的净利润约1.67亿元，同比减少 9.51%；基本每股收益0.82元，同比减少9.89%。 每日经济新闻 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 张喜威） ...

Key Points Summary of Kefu Medical Conference Call Company Overview - **Company**: Kefu Medical - **Industry**: Medical Devices and Healthcare Financial Performance - **H1 2025 Revenue**: 1.451 billion CNY, up 14.5% YoY [2] - **Net Profit**: 166 million CNY, down 9.5% YoY [3] - **Cash Flow**: Operating cash flow of 351 million CNY, up 14.5% YoY [3] - **Dividend**: Proposed cash dividend of 6 CNY per 10 shares, totaling 120 million CNY [3] Revenue Breakdown by Segment - **Health Monitoring**: 270 million CNY, up 12% [4] - **Medical Care**: 420 million CNY, up 9.2% [4] - **Rehabilitation Aids**: 560 million CNY, down 6.5% [4] - **Respiratory Support**: 100 million CNY, down 43.3% [4] - **Traditional Chinese Medicine Therapy**: 90 million CNY, up 6% [4] Growth Expectations - **Full Year Revenue Growth**: Expected to exceed 10% [2] - **Q3 Revenue Forecast**: Approximately 850 million CNY, up over 20% YoY [11] - **Q4 Revenue Forecast**: Expected to exceed 900 million CNY, up over 20% YoY [11] - **Segment Growth Projections**: - Rehabilitation Aids and Medical Care: ~10% growth - Health Monitoring: ~16% growth - Respiratory Support: Recovery to ~8% growth - Traditional Chinese Medicine: 10%-15% growth [12] Online and Offline Sales Channels - **Online Revenue**: 970 million CNY, 65% of total revenue [6] - **Offline Revenue**: 470 million CNY, 31% of total revenue [6] - **Sales Platforms**: Major online sales through Tmall, JD, and Douyin [6] International Expansion - **Overseas Revenue**: Approximately 100 million CNY in H1 2025, significant growth [8] - **Acquisitions**: Completed acquisitions of Shanghai Huazhou and Hong Kong Ximanla to enhance market presence in Europe and Hong Kong [8] - **Future Expectations**: Anticipated overseas revenue to exceed 300 million CNY in H2 2025 [18] Product Innovation and Development - **AI and Digitalization**: Focus on integrating AI in health monitoring devices [5][20] - **New Product Launches**: Introduction of innovative products like bone conduction hearing aids and electric wheelchairs [7] - **R&D Investment**: 40 million CNY in R&D, with a focus on improving product performance and user experience [28] Challenges and Risks - **Respiratory Support Losses**: Losses attributed to market demand fluctuations and cost control issues [16] - **Sales Expenses**: Sales expense ratio at 32%, with significant investment in hearing aid business [28] Strategic Focus - **Core Product Strategy**: Core products contribute over 80% of total revenue, with plans to develop more high-revenue products [22] - **Market Positioning**: Emphasis on enhancing brand influence and market share through product innovation and strategic acquisitions [32] Conclusion - **Overall Outlook**: Kefu Medical is positioned for growth with a focus on innovation, international expansion, and improving operational efficiency, despite facing challenges in certain segments. The company aims to leverage its strengths in AI and digital health to enhance its product offerings and market presence.

证券日报网讯 8月25日晚间，可孚医疗发布公告称，公司将于2025年9月10日召开2025年第三次临时股 东大会。本次股东大会将审议《关于公司2025年半年度利润分配预案的议案》等多项议案。 （编辑 楚丽君） ...

智通财经APP讯，可孚医疗(301087.SZ)发布2025年半年度报告，报告期内，公司实现营业收入14.96亿 元，同比下降4.03%。实现归属于上市公司股东的净利润1.67亿元，同比下降9.51%。实现归属于上市公 司股东的扣除非经常性损益的净利润1.36亿元，同比下降17.98%。基本每股收益0.82元。 ...

公告显示，十大流通股东中，长沙械字号医疗投资有限公司、聂娟、张敏为新进流通股东。 责任编辑：小浪快报 8月25日消息，可孚医疗发布半年度报告。 公告显示，公司半年度营业收入1,495,764,000.12元，同比减少4.03%，归属上市公司股东的净利润 167,387,519.03元，同比减少9.51%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

1、《关于公司2025年半年度利润分配预案的议案》 2、《关于变更注册地址暨修订的议案》。 来源：金融界 金融界8月25日消息，可孚医疗发布公告，将于2025年9月10日召开第3次临时股东大会，网络投票同日 进行。股权登记日为9月3日，当日收市后持有可孚医疗股票的投资者可以参与投票。 会议地点：长沙市雨花区万家丽中路一段426号高桥大健康医药城8楼801会议室。 本次股东大会共计审计2项议案，具体如下： ...

可孚医疗科技股份有限公司 2025 年上半年 非经营性资金占用及其他关联资金往来情况汇总表 单位：万元 | | 资金占用方名 | 占用方与上市 | 上市公司核算 | 2025 年期初 | 年上半 2025 年占用累计发 | 2025 年上半 | 2025 年上半 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | | 公司的关联关 | | | | 年占用资金的 | 年偿还累计发 | 20250630 | 占 | 占用形成原因 | 占用性质 | | | 称 | 系 | 的会计科目 | 占用资金余额 | 生金额（不含 | 利息(如有) | 生金额 | 用资金余额 | | | | | | | | | | 利息） | | | | | | | | 控股股东、实际控制 | | | | | | | | | | | | | 人及其附属企业 | | | | | | | | | | | | | 小计 | | | | | | | | | | | | | 前控股股东、实际控 | | | | | ...

证券代码：301087 证券简称：可孚医疗 公告编号：2025-062 单位：人民币元 | 项 目 | 金额 | | --- | --- | | 募集资金总额 | 3,723,600,000.00 | | 减：扣除承销、保荐费用（不含税） | 173,535,928.57 | | 募集资金划入公司金额 | 3,550,064,071.43 | | 减：募集资金置换发行费用 | 6,466,509.44 | | 减：扣除发行费用（不含税） | 17,037,735.84 | 1 可孚医疗科技股份有限公司董事会 关于 2025 年半年度募集资金存放与使用情况的专项报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据中国证券监督管理委员会《上市公司募集资金监管规则》《深圳证券交 易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》以及《深圳证 券交易所创业板上市公司自律监管指南第 2 号——公告格式》的相关规定，可孚 医疗科技股份有限公司（以下简称"公司"）就 2025 年半年度募集资金存放与 使用情况作如下专项报告： 一、募集资金基本情况 （一）实 ...