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九州通:上半年公司医疗器械业务发展持续向好

Group 1 - The company held its 2025 semi-annual performance briefing on September 3, highlighting a strong growth in its medical device business, with total sales revenue reaching 19.529 billion yuan, a year-on-year increase of 18.34% [1] - The company benefited from the State Council's policy on promoting large-scale equipment updates and the "old-for-new" consumption scheme, leading to rapid growth in both OTC and medical device sales [1] - The OTC business has established strategic partnerships with well-known brands such as Yuyue, Omron, Sanofi, and Durex, leveraging a comprehensive online and offline channel network [1] Group 2 - In the medical device sector, the company focuses on major surgical, vascular intervention, orthopedics, IVD, nursing consumables, and other high-value consumables, collaborating with over 60% of the world's top 100 multinational companies and over 80% of domestic top 100 industrial enterprises [2] - The medical device sales revenue reached 3.64 billion yuan in the first half of the year, reflecting a year-on-year growth of 41% due to the "old-for-new" policy [2] - The company has signed contracts for 23 SPD projects in the first half of the year, with a cumulative total of 132 SPD projects awarded [2]