证券代码：002432 证券简称：九安医疗 天津九安医疗电子股份有限公司 投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 线上参与单位 | 网上业绩说明会：通过网络远程方式参加公司"2025 年半年度网上业 | | 名称及人员姓 | 绩说明会"的广大投资者。 | | 名 | 特定对象调研：具体参会机构清单，详见后附"特定调研对象清单"。 | | 时间 | 网上业绩说明会：2025 年 8 月 27 日 15：00-16：00 | | | 特定对象调研：2025 年 8 月 27 日 16：15-17：15 | | 方式 | 网上业绩说明会：网络远程文字方式 | | | 特定对象调研：电话会议方式 | | 上市公司接待 | 董事长、总经理：刘毅 先生 | | | 董事、副总经理：王湧 先生 | | | 董事、副总经理：丛明 先生 | | 人员姓名 | 独立董事：孙卫军 先生 | | | 董事会秘书：邬彤 先生 | | | 财务经理（代行 ...

Group 1: Key Points on 可孚医疗 (Cofe Medical) - In 2024, Cofe Medical will deepen its core category strategy, focusing on hearing aids and dressing materials, with some products having a high market share [1] - The medical care and health monitoring segments experienced growth in Q1, while the respiratory support segment declined, with national subsidy policies boosting sales [1] - A new generation of respiratory machines is planned for launch in 2025 to enhance product performance, and AI technology will be applied in dynamic blood glucose meters and blood pressure monitors to improve intelligence [1] - The medical care segment is expected to see an 8% year-on-year revenue growth in 2024, with a focus on cultivating dressing products [1] - The overseas business is in a strategic cultivation phase, with foreign trade revenue increasing in Q1 [1] Group 2: Key Points on 九安医疗 (Jiuan Medical) - Jiuan Medical's core strategy revolves around iHealth products and a new "O+O" model for diabetes care, with projected revenue of 76.16 million yuan in 2024 from diabetes care services [2] - The company has launched various medical health products in both the US and domestic markets, including a tri-test reagent kit and nasal wash [2] - Jiuan Medical is making strategic investments across various asset classes, including fixed income, equity, and hard technology, particularly in AIoT diabetes home assistance and continuous glucose monitoring projects [2] - The company is committed to R&D investments, especially in AI smart hearing aids [2] - Jiuan Medical is enhancing market confidence through stock buybacks and promoting its core strategy to boost employee morale [2]