YUYUE MEDICAL(SZ:002223) Nan Fang Du Shi Bao·2025-11-04 02:29Core Insights - The integration of AI into blood glucose monitors is set to significantly enhance diabetes management for patients, providing a more efficient and user-friendly experience [1][4]. Sales Growth - Sales of Continuous Glucose Monitoring (CGM) devices have seen a remarkable year-on-year growth of over 90% since 2025 on the JD platform [3]. - Yuyue Medical's blood glucose management business has maintained a double-digit growth rate over the past two years [3]. Product Development - Yuyue's new generation CGM device, the Anaitang 5 series, features AI-enhanced algorithms, achieving a Mean Absolute Relative Difference (MARD) value of 8.58%, meeting both clinical and home use standards [4]. - The Anaitang 5 series is the world's first CGM product capable of continuous glucose monitoring for 16 days, with over 13,000 units sold on its launch day, setting an industry record [6]. AI Integration - The collaboration with JD Health has led to the development of a customized CGM device that connects to the JD Health app for AI-driven analysis, offering a comprehensive blood glucose management service [6][11]. - The AI integration allows for proactive health management, providing users with insights based on 100 days of glucose data, and facilitating connections to appropriate healthcare professionals [7]. Market Trends - The healthcare device market is shifting from "passive treatment" to "active prevention," prompting Yuyue to upgrade its traditional products, such as adding atrial fibrillation monitoring to blood pressure monitors [10]. - The demographic of users purchasing medical devices online is increasingly younger, with over 30% of buyers being from the post-90s and post-00s generations [7]. Service Enhancement - Yuyue has established a close collaboration with JD Health, viewing it as a full ecosystem partner to enhance digital healthcare management services [11]. - JD Health's introduction of home nurse services aims to provide professional support for users, enhancing the overall user experience and care [10].