万物皆可租。年轻人，开始了一种轻资产、高体验的生活模式。 在租帐篷代替住酒店，租服装去打卡拍照、租轮椅逛游乐园后，现在连吸奶器、生发仪、呼吸机、雾化 器的医疗器械，也租起来了。 在西藏，一家出租便携式制氧机的公司，"十一假期的前几天，每天能出租300多台，经常是店里一台机 器都没有了，平时也能租出去约200台。"该公司线上业务负责人李峰（化名）向《财经》介绍。 这样一台能像挎包一样带在身上的制氧机，目前销售价格约1万元，但日租价格低到只需80元。 易观咨询《中国新租赁行业洞察2025》报告显示，2025年新租赁市场规模将超过700亿元，到2030年预 测将接近1万亿元。 其中，新租赁用户以95后为主，占比超过60%。而母婴、健康、美容均位列新租赁服务潜在高需求场景 前四。 动辄几千、上万元的家用医疗器械，用过后只能闲置在家，租用经济又方便。"中国这一代老年人对租 着用的接受度不太高，如今年轻人的消费观明显有了转变，这确实是一个好的信号。"中国国际旅行卫 生保健协会医疗物资与医疗合作分会秘书长陈红彦对《财经》分析。 No.1 年轻人在租什么 2024年出租制氧机的业务增长起来。"年轻人消费观不一样了，游客租大疆 ...

二是心血管疾病患者，心肌缺氧明显时，及时吸氧能缓解症状； 三是在高原环境下，吸氧能有效预防缺氧性损伤。 国家卫生健康委今天（9日）举行新闻发布会，介绍时令节气与健康有关情况。 随着便携式制氧机的出现，氧疗的普及程度不断提高。首都医科大学附属北京朝阳医院主任医师童朝晖 介绍，氧气是维持生命的基础，但并非"多多益善"。健康人在正常呼吸时，完全能满足组织代谢需求， 这是人与自然长期相处形成的"和谐"。如果盲目吸氧，可能引发氧中毒，其症状表现为胸骨后疼痛、咳 嗽、呼吸困难，长期高浓度吸氧还会导致肺损伤甚至视网膜病变。 此外，健康人吸氧可能抑制呼吸中枢，打乱自主呼吸调节机制，反而危害健康。一般来说，需要进行家 庭氧疗的主要包括以下几类人群： 一是慢性呼吸系统疾病患者，比如慢性阻塞性肺疾病、间质性肺病、阻塞性睡眠呼吸暂停等； 需要提醒大家的是，氧疗并不是流量、浓度越高越好，长期使用高浓度氧可能会引发氧中毒，甚至损伤 肺组织。科学氧疗需遵循"缺多少，补多少"的原则，而非追求高流量、高浓度，建议需氧疗的患者应在 医生评估和血氧监测下选择合适的吸氧方式与参数，实现科学家庭氧疗。 （总台央视记者 杨阳 史迎春） ...

Core Insights - Yuyue Medical is focusing on global expansion and the integration of advanced technologies like artificial intelligence to enhance its product offerings in the home medical device market [1][2] - The company's overseas revenue reached 607 million yuan in the first half of 2025, marking a year-on-year growth of 26.63% and accounting for 13.03% of total revenue [1] Group 1: Global Strategy - The chairman of Yuyue Medical emphasized a long-term vision and global perspective, aiming to become a leading player in the OOH (Out of Hospital) medical device sector [2] - The global medical device market is rapidly growing, providing significant opportunities for Chinese companies to expand internationally with innovative products [2] Group 2: Localization Efforts - Localization is a key strategy for Yuyue Medical to effectively expand in international markets, allowing for better product development and supply chain optimization [3] - The company has successfully implemented a localized approach in Thailand, transitioning from merely exporting products to building an ecosystem [3] Group 3: Product Registration and Market Expansion - Yuyue Medical has made significant progress in international product registrations, with 85 certifications obtained across various regions, supporting global product promotion [4] - The company's emergency medical products have seen a 30.54% revenue growth in the first half of the year, with successful EU MDR certifications for key product lines [4][5] Group 4: Future Growth Areas - The company is focusing on expanding its blood glucose monitoring systems as a key area for overseas market growth, targeting regions like the Middle East, Europe, and South America [5] - Yuyue Medical's commitment to a multi-category and multi-region strategy is expected to enhance its international influence and support its goal of becoming a leading global OOH medical device company [5]

Core Viewpoint - Yuyue Medical has begun supplying high-altitude oxygen products to China Yajiang Group for the construction of a hydropower project, indicating a strategic move to expand its market presence in high-altitude medical services [1] Group 1: Company Activities - Yuyue Medical and its wholly-owned subsidiary, Tibet Yuyue, are installing and supplying high-altitude central oxygen equipment, desktop oxygen generators, portable oxygen generators, and portable oxygen respirators for the Yarlung Tsangpo River downstream hydropower station project [1] - The company aims to provide medical diffusion oxygen and outdoor portable oxygen services to the project builders, enhancing health support in high-altitude environments [1] Group 2: Future Plans - Tibet Yuyue, as a leading high-altitude oxygen enterprise established by the company, will actively seek further cooperation opportunities related to the project [1] - The company plans to continue providing ongoing high-altitude oxygen services and health support for the Century Hydropower Station project [1]

Group 1: Investor Relations Activities - The company conducted a specific investor survey and media interviews on May 29, 2025, attended by representatives from Galaxy Securities, Rongxian Huijin Fund, and China Securities Journal [3][4] Group 2: Sales and Market Performance - The overseas market sales have remained stable this year, with the portable pneumatic massage system receiving widespread attention and positive feedback from global customers [4] - The company plans to enhance the market promotion of the compression boots, leveraging existing sales channels in the massage gun sector [4] Group 3: Product Innovation and Development - Future product innovation strategies include increased investment in "medical + consumer" resources and a focus on rehabilitation medical technology [5] - The company aims to develop more products suitable for the elderly, addressing the growing health needs of this demographic [5] Group 4: Profitability and Product Structure - The gross margin for rehabilitation medical products is 47.86%, while rehabilitation technology products have a gross margin of 37.11%, indicating room for improvement [6] - The company is actively developing new products to enrich its product line [6] Group 5: Investment Projects and Production Capacity - The Chengdu Intelligent Manufacturing Production Base is on track for completion, expected to be accepted in July 2025, which will enhance production capacity and efficiency [7] - The introduction of advanced production equipment and automated lines will lower production costs and improve overall profitability [7] Group 6: Research and Development - R&D expenses are determined by various factors, including company strategy and market demand, rather than a fixed threshold [9] - New products such as the medium-frequency therapy device and portable oxygen machine have received regulatory approval, while others are in development [9]

Group 1: Company Overview and Strategy - The company focuses on various sectors including traditional Chinese medicine, finished pharmaceuticals, medical devices, and healthcare services [1][2] - The management aims to enhance operational efficiency and core competitiveness to solidify the company's intrinsic value [3][4] Group 2: Product Development and Innovation - The company is engaged in the "Modern Chinese Medicine New Quality Production Capacity Technology Innovation Project," aiming to upgrade the production and quality of its flagship product, Xuebijing injection [5][6] - The research institute emphasizes technological innovation and value-driven approaches, focusing on the development of innovative and improved drugs, generic drugs, and medical devices [4][5] Group 3: Financial Performance and Market Position - The company anticipates a total related party transaction amount of CNY 130 million for 2025, compared to CNY 5.883 million in 2024 [6][7] - R&D investment from 2022 to 2024 is projected to be around 4.5% of annual revenue, indicating a commitment to innovation despite market challenges [6][7] Group 4: Market Challenges and Responses - The company acknowledges potential impacts on profitability due to price reductions from national medical insurance policy adjustments, particularly in the traditional Chinese medicine sector [11][12] - To mitigate risks from policy changes, the company is enhancing process innovation and implementing cost-reduction strategies across the supply chain [12]

Group 1 - The company currently holds 19 medical device registration certificates covering various fields such as electrotherapy, oxygen therapy, physical therapy, and thermal therapy [2] - In 2024, the company launched new products including a bio-stimulation feedback device and a portable deep muscle massager, which received "Chengdu Industrial Boutique" certification, and has opened overseas markets with a pressure massage system certified by the US FDA [2] - New products such as medium frequency therapy devices, shortwave therapy devices, interference electric therapy devices, and pelvic floor rehabilitation therapy devices have obtained medical device registration certificates by early 2025, accelerating the commercialization process of the medical segment [2] Group 2 - The company emphasizes research and innovation, having successfully launched several market-demand-driven new products since its listing, including a variable amplitude deep muscle massager that has become a market hit due to its portability and diverse features [3] - The portable pressure massage system has gained recognition for its wireless design and comprehensive functional upgrades, making it an ideal choice for home and outdoor activities, receiving global user approval at the recent trade fair [3] - The company plans to continue launching home rehabilitation products such as therapy and moxibustion robots, aiming to cover health needs throughout the entire lifecycle, with a goal of developing 7-8 new products annually to maintain its leading position in the rehabilitation equipment sector [3]