格隆汇1月6日丨瑞迈特(301367.SZ)公布，为了致力于移动氧疗业务的开拓与运营，推动高原氧疗服务 的普及与提升，经北京瑞迈特医疗科技股份有限公司2026年1月6日第三届董事会第十七次会议通过，公 司决定以公司自有资金，与关联方成都洛子科技有限公司（简称"成都洛子"）、海口润氧共赢企业管理 合伙企业（有限合伙）（尚未注册设立，最终以市场监管部门的批准为准，与公司不存在关联关系，简 称"海口润氧"）共同投资一家公司（简称"合资公司"），并授权公司管理层办理该标的公司的投资设立 事宜，包括但不限于办理后续出资、签署一切与本次共同投资相关的法律文件。本次交易完成后，合资 公司将纳入公司合并报表范围。 ...

（记者 王瀚黎） 每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 每经AI快讯，瑞迈特1月6日晚间发布公告称，公司第三届第十七次董事会会议于2026年1月6日在公司 会议室以现场结合通讯的方式召开。会议审议了《关于与关联方共同投资暨关联交易的议案》等文件。 ...

中国国际金融股份有限公司关于 北京瑞迈特医疗科技股份有限公司 与关联方共同投资暨关联交易的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为 北京瑞迈特医疗科技股份有限公司（以下简称"瑞迈特"或"公司"）首次公开 发行股票并在创业板上市及持续督导的保荐机构，根据《证券发行上市保荐业务 管理办法》《深圳证券交易所创业板股票上市规则》《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》等法律法规和规范性文件的 要求，对公司与关联方共同投资暨关联交易的事项进行了核查，具体情况如下： 一、关联交易概述 为了致力于移动氧疗业务的开拓与运营，推动高原氧疗服务的普及与提升， 经北京瑞迈特医疗科技股份有限公司（以下简称"瑞迈特"或"公司"）2026 年 1 月 6 日第三届董事会第十七次会议通过，公司决定以公司自有资金，与关联 方成都洛子科技有限公司（以下简称"成都洛子"）、海口润氧共赢企业管理合 伙企业（有限合伙）（尚未注册设立，最终以市场监管部门的批准为准，与公司 不存在关联关系，以下简称"海口润氧"）共同投资一家公司（以下简称"合资 公司"），并授权公司管理层办理该标的 ...

二、关联方及交易对方基本情况和关联关系 证券代码：301367 证券简称：瑞迈特 公告编号：2026-002 北京瑞迈特医疗科技股份有限公司 关于与关联方共同投资暨关联交易的公告 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。 一、关联交易概述 为了致力于移动氧疗业务的开拓与运营，推动高原氧疗服务的普及与提升， 经北京瑞迈特医疗科技股份有限公司（以下简称"瑞迈特"或"公司"）2026 年 1 月 6 日第三届董事会第十七次会议通过，公司决定以公司自有资金，与关联 方成都洛子科技有限公司（以下简称"成都洛子"）、海口润氧共赢企业管理合 伙企业（有限合伙）（尚未注册设立，最终以市场监管部门的批准为准，与公司 不存在关联关系，以下简称"海口润氧"）共同投资一家公司（以下简称"合资 公司"），并授权公司管理层办理该标的公司的投资设立事宜，包括但不限于办 理后续出资、签署一切与本次共同投资相关的法律文件。本次交易完成后，合资 公司将纳入公司合并报表范围。 根据《深圳证券交易所创业板股票上市规则》及《北京瑞迈特医疗科技股份 有限公司章程》，公司本次关联交易预计金额在董事会 ...

证券代码：301367 证券简称：瑞迈特 公告编号：2026-001 北京瑞迈特医疗科技股份有限公司 第三届董事会第十七次会议决议公告 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。 一、董事会会议召开情况 北京瑞迈特医疗科技股份有限公司（以下简称"公司"）第三届董事会第十 七次会议于 2026 年 1 月 6 日在公司会议室以现场结合通讯的方式召开，会议通 知已于 2025 年 12 月 26 日以书面、电子邮件方式发出并送达全体董事。本次会 议由公司董事长庄志先生召集并主持。本次会议应出席的董事 9 人，实际出席的 董事 9 人，其中董事周明钊先生、崔文立先生、TAN CHING（谈庆）先生、库 逸轩先生、厉洋先生、孙培睿先生以通讯方式参加会议。公司高级管理人员列席 了本次会议。本次会议的召开符合有关法律、行政法规、部门规章、规范性文件 和《北京瑞迈特医疗科技股份有限公司章程》的规定。 二、董事会会议审议情况 经全体与会董事充分讨论，本次会议审议并通过了如下议案： 1、审议通过《关于与关联方共同投资暨关联交易的议案》； 经审议，董事会认为：本次与关联方共同 ...

Core Viewpoint - The Chinese medical device industry faced challenges in 2025, but structural opportunities emerged in specific segments, particularly for BMC瑞迈特, a leader in the home respiratory device market, which reported significant growth in sales and revenue [1][2]. Company Performance - BMC瑞迈特 sold over 3 million home respiratory devices and over 10 million ventilation masks globally, ranking second in the world and first in China [1]. - For the first nine months of 2025, the company achieved revenue of 808 million yuan, a year-on-year increase of 34.24%, and a net profit of 180 million yuan, up 43.87% [1]. - Revenue from the U.S. market saw a remarkable year-on-year growth of 133.85% [1][5]. Strategic Focus - The company's growth is driven by long-term technological investments in respiratory medicine and the establishment of a robust business ecosystem through long-term partnerships with suppliers and customers [2]. - BMC瑞迈特 has successfully localized the production of critical components, such as the fan, which is essential for respiratory devices, achieving quality comparable to international standards [3]. Technological Advancements - The company has invested heavily in optimizing its intelligent respiratory algorithm, Intellibreath Trace, which has achieved the highest accuracy in identifying complex respiratory events in international tests [4]. - BMC瑞迈特 has obtained 932 domestic and international patents and has over 20 products certified by the U.S. FDA, enabling it to enter major global markets [4]. Market Dynamics - The North American market is recovering, with BMC瑞迈特's revenue in the U.S. growing significantly, supported by a deep integration with local partners and a focus on academic activities [5][6]. - The domestic market presents substantial growth potential due to low penetration rates of respiratory devices among a large patient population suffering from chronic respiratory diseases [10]. Future Outlook - BMC瑞迈特 is expected to have a strong start in 2026, with new product launches and a focus on consumables expected to drive revenue growth [6]. - The company aims to transition from being a device manufacturer to creating a comprehensive respiratory health management ecosystem, expanding its product line to include portable oxygen machines and nebulizers [11].

Group 1 - The core business of the company involves the research, production, and sales of medical devices and consumables in the respiratory health field, primarily targeting patients with obstructive sleep apnea syndrome (OSA) and chronic obstructive pulmonary disease (COPD) [2] - As of September 30, 2025, the company achieved a revenue of 808 million yuan, representing a year-on-year growth of 34.24%, and a net profit attributable to shareholders of 180 million yuan, with a growth of 43.87% [2] - The company's revenue composition includes 64.19% from home respiratory therapy products, 32.67% from consumables, 3.05% from medical products, and 0.10% from other sources [2] Group 2 - As of December 31, 2025, the company's financing balance reached 1.30 billion yuan, with a net financing purchase of 136,100 yuan on that day [1] - The company has distributed a total of 228 million yuan in dividends since its A-share listing [3] - The number of shareholders increased by 16.36% to 7,971 as of September 30, 2025, while the average circulating shares per person decreased by 14.20% to 7,080 shares [2]

证券代码：301367 证券简称：瑞迈特 公告编号：2025-066 北京瑞迈特医疗科技股份有限公司 关于公司持股5%以上股东、董事、高级管理人员 减持股份触及1%整数倍的公告 本公司持股5%以上股东、董事、高级管理人员陈蓓保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2 本次减持与此前已披露的减持意向、减持计划及承诺一 致。截至本公告日，本次减持计划尚未实施完毕。 本次变动是否存在违反《证 券法》《上市公司收购管理 办法》等法律、行政法规、 部门规章、规范性文件和深 圳证券交易所业务规则等 规定的情况 是□ 否☑ 5.被限制表决权的股份情况 按照《证券法》第六十三条 的规定，是否存在不得行使 表决权的股份 是□ 否☑ 6.30%以上股东增持股份的进一步说明（不适用） 7.备查文件 1. 1、中国证券登记结算有限责任公司持股变动明细； 2. 2、陈蓓女士出具的《关于减持公司股份触及1%的整数倍的告知函》。 注：以上合计数据与各明细数据相加之和产生的尾差，由四舍五入所致。 特此公告。 | 1.基本情况 | ...

Core Viewpoint - The domestic market for sleep breathing machines is still a blue ocean, with leading companies like Ruimai Te and Yuyue Medical showing significant strength in this niche sector [1][3][17]. Group 1: Market Overview - The market for sleep breathing machines is expanding due to increasing awareness of sleep-related health issues, particularly obstructive sleep apnea (OSA) [1][3]. - Ruimai Te ranks first in China and second globally in market share for home breathing machines, indicating strong competitive positioning [3][17]. - The company has seen a surge in consumer interest, with nearly half of the population starting to explore and purchase these devices online [3][17]. Group 2: Company Performance - Ruimai Te's stock price has increased by approximately 29% in 2025, reversing a three-year decline, with a peak above 100 yuan before stabilizing around 80 yuan [4][18]. - The company reported a revenue of 2.66 billion yuan in Q1 2025, a 38.11% increase year-on-year, and a net profit of approximately 601.9 million yuan, up 44.11% [4][18]. - For the first nine months of 2025, Ruimai Te achieved a revenue of 5.21 billion yuan, a 39.07% increase, with consumables revenue growing by 27.26% [23]. Group 3: Product Innovation - Ruimai Te has introduced advanced home breathing machines equipped with a smart algorithm that can accurately identify various respiratory events and adjust pressure in real-time [24][25]. - The company’s G3X model has received FDA approval and is expected to meet the needs of high-end customers in North America, contributing to a 133.85% increase in revenue from the U.S. market [5][19]. - The smart algorithm enhances user experience by synchronizing with the user's breathing rhythm, providing a comfortable treatment experience [24][25]. Group 4: Competitive Landscape - Yuyue Medical is a key competitor in the market, offering various models of non-invasive breathing machines, including continuous positive airway pressure (CPAP) devices [11][27]. - Both companies are engaged in healthy competition, driving growth in the medical device sector, with a focus on product effectiveness and user comfort [28]. - The market is characterized by a growing number of manufacturers, but only Ruimai Te and Yuyue Medical are publicly listed, indicating a concentrated competitive environment [28].

Group 1: Company Overview - The company was established in 2003 and launched its first multi-channel sleep monitor in the same year. The first CPAP sleep machine was introduced in 2007, and the company received CE certification in 2008 and FDA certification in 2012. It successfully listed on the Shenzhen Stock Exchange in 2016 [2]. - The company focuses on providing comprehensive treatment solutions for OSA and COPD patients, covering diagnosis, treatment, and chronic disease management, and is a leading domestic enterprise in home non-invasive ventilators and masks [2]. - As of June 30, 2025, the company holds 666 valid domestic patents, including 116 invention patents, 404 utility model patents, and 146 design patents. It also has 266 overseas patents, including 45 in the USA and 38 in Europe [3]. Group 2: Market Performance - In the US market, a new noise-free breathing machine began mass entry in July 2025, with significant sales growth observed in the third quarter. The acquisition of a new medical reimbursement code is expected to further boost sales [4]. - The European market has completed the construction of a cloud database platform, connecting over 1,000 primary and secondary agents, which is anticipated to drive growth by transitioning from non-mainstream to mainstream medical insurance markets [4]. Group 3: Sales Strategy and Product Development - The company initiated a shift from online distribution to direct sales at the end of September 2025, with expected gradual impacts on performance starting in the fourth quarter. The new model is projected to enhance gross margins and contribute to net profits [5]. - The portable oxygen concentrator (POC) has completed domestic registration, and a small non-invasive breathing machine has also been registered, which is expected to provide a continuous revenue increase domestically [5]. Group 4: Supply Chain and Cost Management - The company has largely achieved localization of core components, ensuring supply chain security and cost advantages. Future efforts will focus on optimizing domestic industrial chain collaboration to enhance business stability and risk resistance [6]. - The improvement in gross margins is attributed to effective cost control and an increase in the proportion of higher-margin consumables, with a stable upward trend expected in the future [7].