Core Viewpoint - The brand dividend has not disappeared; it has simply changed its path [2] Group 1: Shift in Health Management - The focus of health management is shifting from "treatment" to "prevention" [4] - Health devices are rapidly integrating into daily life, with products like CGM and oxygen machines becoming commonplace [4] - Health equipment is one of the fastest-growing segments in the health industry, indicating a shift towards consumerization [4][6] Group 2: Trends in Health Equipment - Health equipment is transitioning from professional medical use to home use, expanding into new scenarios like fitness and travel [8] - Consumer products are becoming more medicalized, with higher standards attracting consumer interest [8] - Core technologies previously used in professional settings are now entering the consumer market, indicating a shift in positioning from "medical devices" to "daily health products" [9] Group 3: Brand Development Challenges - Many brands excel in product development but struggle with brand building and user communication [9] - The transition from "medical logic" to "consumer logic" presents challenges for brands in understanding user needs [9][10] - The "Treasure New Brand" mechanism on platforms like Tmall aims to support brands in overcoming these challenges by providing long-term assistance [10][11] Group 4: Case Studies of Successful Brands - Brands like Fuching have successfully transitioned from professional to consumer markets by restructuring their content and communication strategies [14][17] - Fuching's GMV exceeded 20 million yuan during the 618 event, showcasing the effectiveness of platform support [17] - International brands like Mepitel are also adapting to the Chinese market by focusing on consumer education and brand elevation [18][19] Group 5: Market Dynamics and Future Outlook - The health equipment sector is not a short-term trend but a long-term growth path, with evolving consumer behaviors and market dynamics [23] - The transition from supply-driven growth to value co-creation is essential for building a sustainable brand [23][24] - Tmall's role as a core platform for brand evolution emphasizes the importance of collaborative growth and resource sharing [25]

Core Viewpoint - Omron has established itself as a leader in health care devices, particularly in blood pressure monitors, and is expanding its innovative technologies to address cardiovascular risks, particularly atrial fibrillation [1][6][8]. Group 1: Company Overview - Omron established its first factory in China in 1993, making the Dalian facility the largest global production base for Omron's health care division [1]. - The company operates in four major business areas: health care, industrial automation, electronic components, and social solutions [2]. Group 2: Innovative Technology - The "Intellisense Afib" technology allows blood pressure monitors to simultaneously detect the risk of atrial fibrillation during blood pressure measurement [8]. - This technology is based on 50 years of pulse wave data and integrates AI to enhance the accuracy of atrial fibrillation detection [8]. Group 3: Market Position and Strategy - China accounts for 33% of Omron's global health care sales, highlighting its significance as a key market [6]. - The aging population and the rise of health-conscious younger generations present substantial growth opportunities for Omron's products [6]. Group 4: Product Development - The new generation blood pressure monitor, HCG-7800T, improves accuracy and ease of use, allowing for simultaneous blood pressure and atrial fibrillation detection [9]. - Omron has sold over 350 million home blood pressure monitors globally as of April 2023, indicating strong market penetration [11]. Group 5: Future Vision - Omron aims to achieve three zeros in its health care business: zero occurrences of cardiovascular events, zero deterioration of respiratory diseases, and zero limitations in daily life due to chronic pain [14].