Core Viewpoint - The company participated in an online investor reception event, discussing its product offerings, stock management, digital transformation, and market conditions, particularly focusing on diabetes management products and strategies for growth in both domestic and international markets [1] Group 1: Investor Relations Activity - The investor relations activity was held on September 19, 2025, from 15:40 to 17:00 via the "Panorama Roadshow" website [1] - Key participants included the Deputy General Manager and Board Secretary, Zheng Jiyun, and Securities Affairs Representative, Xu Huiyu [1] Group 2: Product Layout - The company primarily focuses on diabetes and related chronic disease detection products, with its subsidiary Trividia Health, Inc. offering the "TRUE" series of blood glucose monitoring products and diabetes care items [1] Group 3: Stock Price and Market Management - In response to concerns about stock price declines during a bull market, the company confirmed normal operations and disclosed no undisclosed matters [1] - The company has initiated a "Quality and Return Dual Improvement" action plan since 2024 and has repurchased 4,824,900 shares for a total amount of approximately 99.92 million yuan as of August 31, 2025 [1] Group 4: Digital Transformation and Business Outlook - The company is enhancing its diabetes management ecosystem by deploying IoT technology and launching a smart diabetes management system [1] - The "Aikan Health" app is set to launch in the HarmonyOS NEXT application market in September 2024, with plans for further digital transformation and AI integration [1] Group 5: Tariff Impact - In the first half of 2025, the company reported revenue of approximately 226.37 million yuan, with 32.86% coming from the U.S. market [1] - The company noted that most U.S. revenue is generated from local production, thus not affected by "reciprocal tariffs," and has sufficient inventory to mitigate tariff impacts [1] Group 6: CGM Business - The company plans to refine its second and third-generation Continuous Glucose Monitoring (CGM) products based on FDA feedback and expedite new product IDE applications [1] - The company views domestic price competition as a natural phase of market development, with a focus on sustainable long-term growth despite short-term profitability impacts [1]

债券代码：123090 债券简称：三诺转债 证券代码：300298 证券简称：三诺生物 三诺生物传感股份有限公司投资者关系活动记录表 编号：2025-09-01 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他（湖南辖区2025年投资者网上集体接待日暨半年度业绩说明会） | | 参与单位名称及 | 投资者均可登录"全景路演"网站（https://rs.p5w.net），或关注微信公众 | | 人员姓名 | 号：全景财经，或下载全景路演APP，参与本次互动交流 | | 时间 | 2025年9月19日 下午15:40—17:00 | | 地点 | 公司通过"全景路演"网站采用网络远程的方式参加"资本聚三湘 楚光耀 | | | 新程——2025年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说 | | | 明会"活动 | | 上市公司接待 | 副总经理、董事会秘书：郑霁耘 | | 人员姓名 | 证券事务代表：许卉雨 | | | 公司就投资者在本次活动中提出的 ...

Core Insights - The conference on digital medicine and health highlighted the launch of iFlytek's advanced human-like intelligent voice follow-up platform, showcasing the integration of AI in healthcare management [1][2] - iFlytek's Spark Medical Model, trained on national computing power, has achieved top rankings in authoritative assessments, enhancing trust in medical knowledge and demonstrating superior capabilities in various clinical applications [2][3] Group 1: Platform and Technology - The intelligent voice follow-up platform utilizes advanced synthetic voice technology to provide a natural conversational experience, enabling dynamic and personalized health guidance for patients [3][5] - The platform includes a comprehensive patient management system that generates tailored post-treatment plans based on clinical guidelines and expert consensus, covering over 140 specialized disease management pathways [3][5] Group 2: Implementation and Impact - iFlytek's solutions have been implemented in over 500 hospitals, with the full patient management platform operational in more than 200 institutions, significantly improving healthcare service quality and efficiency [5][9] - The intelligent quality control system for medical records at Wuxi People's Hospital has achieved full coverage, enhancing the quality control process from reactive to proactive measures, resulting in a 99.9% rate of qualified medical records [8] Group 3: Regional Development and Policy - Jiangsu province is actively integrating AI into healthcare, with iFlytek playing a key role in this transformation, supporting the development of intelligent healthcare solutions across various medical institutions [7][9] - The implementation of AI-assisted systems in grassroots healthcare has demonstrated significant improvements in diagnostic accuracy and prescription regulation, serving as a model for broader adoption [7][9]

Summary of the Conference Call on the Hong Kong Medical Sector Industry Overview - The conference focused on the Hong Kong medical sector, highlighting its resilience amidst global tariff disputes and market volatility, particularly due to the impact of U.S. tariff policies on the market [1][3][5]. Key Points and Arguments 1. **Resilience of the Hong Kong Medical Sector**: Despite the turbulence caused by U.S. tariffs, the Hong Kong medical sector has shown strong resilience and has outperformed major indices like the Hang Seng Index [1][3]. 2. **Policy Support**: The Ministry of Industry and Information Technology, along with six other departments, released a five-year plan for the digital transformation of the pharmaceutical industry, emphasizing the integration of AI across the entire pharmaceutical value chain [1][7]. 3. **Investment Opportunities**: The current valuation of the Hong Kong medical index is at 24 times earnings, which is in the bottom 10% of its historical range, indicating a strong investment opportunity [6][10]. 4. **Impact of Tariffs**: The recent U.S. tariffs exempted pharmaceutical companies, suggesting that the medical sector is relatively insulated from tariff impacts compared to other industries [5][6]. 5. **AI Integration**: The integration of AI in medical applications is expected to drive significant growth and innovation within the sector, with AI being a key focus for future investments [12][16]. 6. **Long-term Growth Potential**: The medical sector is seen as a core industry in Hong Kong, second only to technology, with strong growth potential driven by domestic demand and supportive policies [10][11]. 7. **Internet Medical Services**: The internet medical sector is expected to grow significantly, with online pharmacies projected to capture a larger market share, currently at only 15% [20][21]. 8. **CHO Sector Growth**: The Contract Research Organization (CHO) sector is experiencing rapid growth due to China's engineering talent and infrastructure, which supports the development of innovative drugs [23][24]. 9. **Medical Device Innovation**: There is a strong emphasis on the innovation of high-end medical devices, supported by government policies aimed at enhancing the capabilities of the medical device industry [8][26]. Other Important Insights - **Market Dynamics**: The conference highlighted the importance of monitoring policy changes and market dynamics, particularly in relation to AI's role in transforming the medical sector [31][32]. - **ETF Investment Strategy**: The newly launched Hong Kong medical ETF is designed to track the medical sector's performance, providing investors with a diversified investment tool that focuses on high-growth areas such as internet medical services and medical devices [14][27]. - **Long-term Investment Approach**: Investors are encouraged to adopt a long-term perspective, focusing on the underlying growth potential of the medical sector while being mindful of short-term market fluctuations [31][32]. This summary encapsulates the key discussions and insights from the conference call regarding the Hong Kong medical sector, emphasizing its resilience, growth potential, and the impact of AI and policy support on future investments.