来源：新浪港股-好仓工作室 7月11日，可孚医疗发布公告，宣布董事会已审议通过授权管理层启动境外发行H股并在香港联交所上 市的前期筹备工作。 公司经营：市场竞争激烈，产品结构待优化 从财务数据来看，可孚医疗近年来的业绩表现并不理想。2024年，公司实现营业收入29.83亿元，同比 增长4.53%，增速较以往明显放缓。净利润方面，虽然实现了3.12亿元，同比增长22.6%，但这主要得益 于成本控制和费用优化，并非来自于核心业务的强劲增长。进入2025年，公司业绩更是出现了下滑迹 象，一季度营业收入为7.38亿元，同比减少8.59%；净利润为9143万元，同比减少9.68%。 | 截止日期 | | 2022-12-31 | 2023-12-31 | 2024-12-31 | | --- | --- | --- | --- | --- | | 报告期 | | 年报 | 年报 | 年报 | | 报表类型 | | 合井报表 | 合井报表 | 合井报表 | | ▽ 利润表摘要 | | | | | | 营业总收入 | = | 29.77 | 28.54 | 29.83 | | 同比(%) | 11 0 | 30.82 | ...

5月23日，华盛昌(002980.SZ)通过官方微信公众号发布HX-660双水平无创呼吸机。据介绍，该款呼吸机 作为一款居家智慧医疗设备，专为睡眠呼吸暂停、低通气综合症人群设计，搭载智能双压调节技术，控 制和调节人的生理呼吸，改善呼吸功能，尤其适合复杂呼吸问题。同时，HX-660内置数据追踪功能， 可随时查看睡眠质量情况，并可实现多种智能模式自动切换，实时优化压力支持。目前该产品已在华盛 昌医疗器械官方旗舰店上线。 华盛昌双水平呼吸机凭精准传感与智能技术破局市场 根据信达证券研究，2025年全球家用无创呼吸机市场规模预计达55.77亿美元(约合人民币400亿元)， 2020-2025年复合增长率(CAGR)为15.5%。2025年中国家用无创呼吸机市场规模预计达33.3亿元，2021- 2025年CAGR为22.0%，增速领先全球。 市场驱动因素方面，据统计，国内约1.76亿人因阻塞性睡眠呼吸暂停睡不好觉，对于部分人来说，家用 呼吸机是解决这一类睡眠问题的首选辅助治疗设备，但是这一设备的渗透率还不足1%，未来渗透率提 升空间巨大。 与单水平无创呼吸机只能提供恒定压力相比，双水平无创呼吸机可以提供两种不同的压力 ...

证券代码：301087 证券简称：可孚医疗 可孚医疗科技股份有限公司 投资者关系活动记录表 编号：2025-004 2025 年，健耳听力将围绕"经营质量提升"核心目标，通过加强成本管控、 费用精细化管理和亏损门店专项治理等措施，逐步改善门店盈利能力。 4、公司今年 618 大促方案有什么变化？国补对销售是否有促进作用？ 答：今年"618"年中大促已于 5 月 13 日开启，公司将根据宏观经济、行 业消费趋势以及品牌自身发展阶段等因素，多维度多渠道进行品牌和产品投放， 公司整体策略是希望实现高质量、可持续发展。国补政策对符合条件的产品销 售有明显促进作用，公司将持续关注并积极把握政策机遇，推动业务高质量发 展。 5、公司未来分红政策是怎样的？ 答：公司一贯重视股东回报，与全体股东分享公司经营成果，在统筹考虑 公司战略发展目标及流动资金需求，保证公司健康、可持续发展的前提下，公 司坚持以稳定的分红政策、积极的分配方案来回报广大投资者的信任和支持。 6、请问贵公司本期财务报告中，盈利表现如何？ | 投资者关系活动类 | ☑特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 ☑业绩说 ...

Group 1: Company Overview - Yuyue Medical held a product launch event themed "AI + Health Future" to enhance home health management through AI technology [1] - In the 2024 financial report, the company reported R&D investment of 547 million yuan, an increase of 8.39% year-on-year, accounting for 7.23% of revenue, with a five-year compound annual growth rate of 18.39% [1] - Yuyue Medical has drafted four national standards and one local standard, completed two major national key R&D projects, and received 200 new patent authorizations in the year [1] Group 2: Product Innovations - Yuyue Medical launched five new products in the diagnostic monitoring sector, including the S series atrial fibrillation blood pressure monitor and a multi-functional home vital signs monitor [1][2] - The new home vital signs monitor integrates six measurement functions, addressing accessory storage and data management issues for chronic disease patients [2] Group 3: AI Integration - The company is focusing on integrating AI technology into health management, with the S series blood pressure monitor featuring a dual measurement design for precise screening of blood pressure and atrial fibrillation [3] - Yuyue Medical introduced the Yuyue AI Health Manager, which combines its product matrix with an intelligent health management ecosystem, allowing users to easily collect, analyze, and manage health data [3] Group 4: Future Vision - The chairman of Yuyue Medical emphasized that AI wearable medical devices will transform health management and optimize medical services, aligning with the company's mission to alleviate patient suffering and enhance physician skills [4] - The company aims to explore a fully integrated intelligent system for monitoring, warning, and intervention, enhancing health benefits for families through technological advancements [4]

九安医疗 20250429 摘要 • 2024 年公司利润同比增长 33%至 16.68 亿元，主要受益于资管业务。 2025 年一季度收入因美国订单减少同比下降，但利润基本持平，净资产 增至 214 亿元。公司积极应对中美关税影响，包括提前备货、转移产能至 越南，并考虑在墨西哥布局。 • 公司正将生产逐步转移至越南，以满足美国市场需求，墨西哥作为备选方 案正在评估成本和交付周期。CGM（连续葡萄糖监测系统）产品国内临床 试验预计 5 月启动，美国市场也在进行临床前准备，同时成立中美专利团 队应对潜在的专利挑战。 • 公司计划优先在中国、美国和欧洲市场推进 CGM 产品获批，尤其重视年 销售额达 50 亿美元的美国市场。公司已在美国推出新冠、甲流、乙流三 联检产品，并计划推出更多家用疾病检测产品，目标是成为美国家用医疗 器械第一品牌。 • 公司正积极布局 AI 技术在慢病管理领域的应用，已积累大量用户数据，并 计划构建全天候家庭医助系统，从单病种走向多病种，最终升级为 AI 家庭 全科医生。公司已组建 20 多人的 AI 团队，并推出 AI 照护师助手、智能交 互和随访功能。 Q&A 请介绍一下公司 2024 ...

Group 1: Nuclear Power Industry - The State Council approved the construction of 10 nuclear power units, indicating a positive long-term growth outlook for the nuclear power sector in China [2][4][6] - From 2022 to 2025, China has consistently approved at least 10 nuclear power units annually, with a total of 44 units under construction as of April 2025, representing a significant increase in installed capacity [3][4] - Nuclear power is recognized as a clean and stable baseload energy source, with high utilization hours and relatively stable electricity prices, which are expected to drive revenue and profit growth for related companies [4][5][6] Group 2: ASEAN Economic Cooperation - The visit of President Xi Jinping to ASEAN countries marks a significant moment for deepening cooperation in trade, investment, and industry, contributing positively to regional and global economic development [8][9] - China and ASEAN are focusing on high-end manufacturing, mineral resource development, infrastructure cooperation, and agricultural consumption, aiming for mutual benefits and deeper integration of industrial chains [10][9] - The cooperation framework includes enhancing policy coordination, leveraging complementary advantages in technology and market, and improving trade and investment facilitation to stimulate regional growth [10][9] Group 3: Precious Metals Market - Recent signals from the U.S. government regarding easing trade tensions with China have led to a temporary decline in gold prices, but medium-term prospects for gold prices remain bullish due to ongoing geopolitical risks and potential economic downturns in the U.S. [13][15] - Global gold ETF holdings and central bank purchases, particularly from emerging markets, indicate significant room for further accumulation of gold, supporting price increases [15][13] - The copper and aluminum sectors are expected to rebound due to favorable macroeconomic policies and a shift in market sentiment following the easing of trade tensions [15][16] Group 4: Agricultural Sector - He Feng Co. - He Feng Co. reported a significant turnaround in profitability for 2024, with a net profit of 3.42 billion yuan, compared to a loss in the previous year, driven by cost reduction and efficiency improvements [18][19] - The company’s feed business faced challenges with a decline in sales volume and price, but the meat and poultry segments showed resilience and growth potential [19][20] - The company plans to achieve over 10% growth in feed sales in 2025, focusing on strategic transformations across product, channel, and management aspects [19][22] Group 5: Medical Devices - Yuyue Medical - Yuyue Medical's revenue for 2024 decreased by 5.09%, but the company is focusing on strategic investments to accelerate international expansion, particularly in the blood glucose management sector [24][25] - The Continuous Glucose Monitoring (CGM) technology is identified as a key growth driver, with new products expected to significantly increase market penetration [27][29] - The company has made a strategic investment in Inogen to enhance its presence in the U.S. and European markets, indicating a commitment to long-term growth and shareholder returns [28][29]

Group 1 - The core viewpoint of the articles highlights that KeFu Medical (301087) has delivered impressive financial results despite a competitive market environment, with a revenue of 2.983 billion yuan and a net profit of 312 million yuan for the year 2024, representing a year-on-year growth of 4.53% and 22.6% respectively [1][2] - The growth in performance is attributed to the continuous expansion of core product lines and optimization of product structure, with the company focusing on technological innovation and market expansion [1] - KeFu Medical has invested a total of 339 million yuan in research and development over the past three years, maintaining a high product iteration speed with over a hundred new products launched annually [1] Group 2 - In terms of channel development, KeFu Medical is optimizing its multi-dimensional channel layout, enhancing market response efficiency and cost conversion through digital analysis systems, resulting in nearly 2 billion yuan in online channel revenue, a 9% year-on-year increase [2] - The company is advancing its globalization strategy by localizing product development, building marketing teams, and expanding partnerships, currently serving over 50 million families across more than 60 countries and regions [2] - KeFu Medical has announced a profit distribution plan for 2024, proposing a cash dividend of 12 yuan per 10 shares to all shareholders, continuing its tradition of high dividends and creating value for investors [2]

这一交易更生动地诠释了光源产业投行的定位。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，可孚医疗科技股份有限公司（以下简称"可孚医疗"，股票代码：301087.SZ） 日前已完成上海华舟压敏胶制品有限公司（以下简称"上海华舟"）控股权的收购。光源资本在此次 交易中担任卖方通和毓承独家财务顾问。 成立于2002年的上海华舟作为国内首家生产新型胶粘产品的企业，二十多年来专注于优质敷料和基 础耗材的研发和生产；核心产品包括基础耗材、高端敷料、手术产品等，客户群体覆盖国内外知名医 疗器械及医用耗材品牌商，头部客户均拥有超过10年的合作历史，产品质量备受客户信赖。凭借在 胶粘行业的技术积累，上海华舟近年来也在积极研发新型医用敷料产品。通和毓承于2016年收购上 海华舟，持续助力其提升运营及管理能力，实现加速发展。 通和毓承创始管理合伙人兼首席执行官陈连勇博士表示："我们非常坚定地将华舟交给可孚，并且相 信华舟能够借助可孚的力量走向更广阔的市场。通过与可孚的接触，我们坚信可孚在中国市场具有极 强的生命力，其未来的视野和能力将远远超越目前的业务范围。因此，我们 ...