证券日报网讯 12月9日，凯盛新材在互动平台回答投资者提问时表示，公司PEKK产品下游已经应用于 增材制造、喷涂、军工航空航天等多个领域。同时，公司也在紧密跟踪电子信息、康复医疗器械、机器 人等领域对于轻量化特种材料的发展动向并积极开拓国内外市场。 （文章来源：证券日报） ...

Core Viewpoint - The company, Kaisheng New Materials (301069.SZ), is actively expanding its applications of PEKK products across various sectors, including additive manufacturing, spraying, and military aerospace [1] Group 1: Product Applications - The company's PEKK products are already utilized in multiple fields such as additive manufacturing, spraying, and military aerospace [1] - The company is closely monitoring developments in lightweight special materials for electronic information, rehabilitation medical devices, and robotics [1] Group 2: Market Expansion - The company is actively exploring both domestic and international markets for its products [1]

Core Viewpoint - The company is actively expanding its applications of PEKK products in various sectors, including additive manufacturing, spraying, and military aerospace, while also exploring opportunities in electronic information, rehabilitation medical devices, and robotics [1] Group 1 - The company's PEKK products are already being utilized in multiple fields [1] - The company is closely monitoring developments in lightweight special materials for electronic information, rehabilitation medical devices, and robotics [1] - The company is actively seeking to expand its domestic and international markets [1]

Core Viewpoint - The company, Kaisheng New Materials (301069.SZ), is actively expanding its applications of PEKK products across various sectors, including additive manufacturing, spraying, and military aerospace [1] Group 1: Product Applications - The company's PEKK products are already being utilized in multiple fields such as additive manufacturing, spraying, and military aerospace [1] - The company is closely monitoring developments in lightweight specialty materials in sectors like electronic information, rehabilitation medical devices, and robotics [1] Group 2: Market Expansion - The company is actively exploring both domestic and international markets for its products [1]

Core Insights - The company JinHao Medical (920925) saw a stock price increase of 3.33%, closing at 35.70 CNY per share on November 4 [1] - The company specializes in the research, production, and sales of rehabilitation and home medical devices, including hearing aids, nebulizers, and anti-decubitus air cushions [1] - China is the second-largest rehabilitation medical device market globally, projected to capture 25% of the global market share by 2025, with significant growth potential due to low per capita device ownership compared to developed countries [1] Industry Overview - The rehabilitation and home medical device market is experiencing explosive growth driven by aging populations, technological advancements, and supportive policies, with three key segments: smart rehabilitation devices, home health monitoring systems, and health data services [2] - The market size for home health monitoring devices alone is expected to reach 60 billion CNY by 2025, with wearable devices accounting for over 60% of this segment [2] - The combined market size for core home-related segments is projected to reach 170 billion CNY, with annual growth rates generally exceeding 20% [2] - The rehabilitation medical device and home medical device sectors are in a rapid expansion phase, benefiting from multiple factors including accelerated aging, high prevalence of chronic diseases, increased health awareness, policy support, and technological innovation [2] Company Performance - JinHao Medical reported a revenue of 195.7 million CNY for the third quarter of 2025, representing a year-on-year increase of 82.44%, while net profit reached 17.63 million CNY, up 565.54% year-on-year [2]

Group 1 - The core business of the company is the research, production, and sales of rehabilitation medical devices, with a wide range of products across 10 categories and over 1,000 products [2] - The company has received multiple awards for its projects, including first prizes for various rehabilitation technology initiatives from different medical and scientific associations [2] - As of the first quarter of 2025, the company reported a revenue of 186 million yuan, a year-on-year increase of 10.02%, while net profit decreased by 41.26% to 22.95 million yuan [3] Group 2 - The company's current rolling price-to-earnings (PE) ratio is 109.54, significantly higher than the industry average of 59.32 and the median of 39.97 [3] - The total market capitalization of the company is 9.51 billion yuan [3] - As of the first quarter of 2025, six institutions hold shares in the company, with a total of 634,800 shares valued at 2.8 million yuan [1]