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鱼跃医疗谈海外业务:泰国子公司已形成模板效应,会将泰国模式复制向更多地区

Core Insights - The company is focusing on integrating digital technology and wearable devices into its medical equipment, aiming for a systematic layout around digitalization and wearability [1] - The company has seen significant growth in its home respiratory devices, with over 40% year-on-year growth in the first half of the year, driven by product upgrades and enhanced brand strength [2] - The company is leveraging AI technology in the development of Continuous Glucose Monitoring (CGM) products, enhancing user experience and service capabilities [3] Digitalization and Wearable Technology - The company is committed to deep integration of smart technology with medical devices, exemplified by its CGM product that combines hardware, software, and algorithms for comprehensive digital application [1] - New wearable AI medical devices are being developed for global users, focusing on health management across various scenarios such as respiratory therapy and blood sugar management [1] - The integration and upgrade of the Yuyue AIAgent app with the existing "Yuyue Health Manager" platform aims to create a unified health management ecosystem [1] Home Respiratory Devices - The company launched a third-generation sleep apnea machine that significantly enhances performance and comfort, contributing to over 40% growth in home respiratory products [2] - The company is expanding its market presence internationally, with successful registration efforts in Europe and Thailand, which has led to increased sales [2] - Future growth is expected as the company introduces quieter and smarter products, further accelerating the replacement of imported brands in the domestic market [2] Overseas Expansion Strategy - The company is focusing on respiratory products as a leading category for overseas expansion, achieving positive market feedback in Europe, South America, and Southeast Asia [4] - Continuous Glucose Monitoring (CGM) and Blood Glucose Monitoring (BGM) systems are identified as key areas for future overseas market development [4] - The company is enhancing its localized operations in key countries, building a strong team to support sales and service across various regions [4] Emergency Solutions and Growth Drivers - The emergency product matrix is expanding, with smart and portable products being certified, extending the emergency ecosystem into home settings [5] - The company is increasing its brand influence in emergency services by providing medical support for various professional events [5] - There is significant potential for growth in the domestic Automated External Defibrillator (AED) market, which remains underpenetrated compared to international standards [5]