HONSUN(BJ:832278) Sou Hu Cai Jing·2025-12-19 15:53Core Viewpoint - The company, Jiangsu Lude Medical Electronics Co., Ltd., is focused on innovation in technology and lean manufacturing, aiming to build a comprehensive family health ecosystem through a dual-driven strategy of "medical devices + health management" [1][2]. Group 1: Shareholder Activity - The company's major shareholder, Dong Shixiang, has reduced his holdings by 2.48 million shares, representing a decrease of 1.4212%, with a total reduction amounting to 23.92 million yuan, leaving him with 7.7584 million shares, which is 4.4461% of the total shares [1]. Group 2: Product and Market Strategy - The company has developed a complete industrial chain from product research and development to global sales, focusing on home medical devices and health care products, including cardiovascular monitoring and respiratory therapy [1]. - The company is actively engaged in the "smart elderly care + home health care" sector, providing health management solutions for the elderly through smart wearable devices that monitor vital signs [2]. - Sales are primarily concentrated in overseas markets, utilizing an ODM model and establishing strong partnerships with local brands through participation in international medical device exhibitions [2]. - The company is expanding its reach through cross-border e-commerce platforms like Amazon and Alibaba, directly accessing end consumers [2]. Group 3: Operational Efficiency - The company is implementing lean management practices to optimize production line layouts and improve capacity utilization, thereby enhancing production efficiency [2]. - It prioritizes resource allocation for important clients and short delivery cycle orders to ensure product delivery capabilities [2]. - The construction of the Lude Medical Health Industrial Park is underway, with the first phase expected to be completed next year, aimed at improving R&D efficiency and reducing innovation costs [2]. Group 4: Marketing and R&D - The company is actively participating in industry exhibitions and client visits to expand its customer base and strengthen communication with major clients [3]. - There has been a year-on-year increase in new foreign trade customers and sales through cross-border e-commerce platforms [3]. - The company continues to enhance its product innovation and accelerate product registration and certification, with a focus on new applications for nebulization [3]. - As of June 2025, the company holds 113 authorized patents, including 9 invention patents, providing substantial technical support for its ongoing operations [3]. Group 5: Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 216 million yuan and a net profit attributable to shareholders of 17.69 million yuan [4].