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智慧糖尿病管理系统
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三诺生物:开启向糖尿病数字管理专家转型
Sou Hu Cai Jing· 2026-01-22 13:02
三诺生物回复:您好!公司自2022年起前瞻性提出深度布局AI的战略,开启从"中国血糖仪普及推动 者"向"全球领先的糖尿病数字管理专家"的数智化转型,核心是依托积累的医疗检验数据沉淀,构建标 准化数据资产体系及垂直场景专用AI模型矩阵(如餐后血糖评价、AGP血糖特征定位等专有模型), 为多医疗场景提供定制化解决方案。公司已围绕血糖监测及糖尿病管理生态展开系统性布局,并完成物 联网技术部署,实现"设备-患者-医护人员"的互联互通,为AI技术的场景化应用提供数据传输与交互支 撑。基于此,公司推出智慧糖尿病管理系统及基于AI大模型的糖尿病专科智能体。该智能体将能全面 覆盖风险评估、方案制定、监测随访、疗效评估等糖尿病全流程,从而实现B端与C端双向赋能。在B端 医疗机构场景,有效辅助医生决策,提升慢病管理的精准度与效率;在C端居家场景,通过饮食图片识 别、智能体交互问询,帮助患者进行生活方式管理,实现从数据监测到行为干预的落地。目前,公司 AI 技术应用与商业化仍处于持续迭代优化阶段,未来,公司将持续探索"生物传感+人工智能+医疗"新 模式,深化AI技术在慢病管理领域的应用,以实现"感知+评估+干预"的糖尿病智慧管理闭 ...
调研速递|三诺生物接受多家机构调研 聚焦业务布局与市值管理要点
Xin Lang Cai Jing· 2025-09-19 12:05
Core Viewpoint - The company participated in an online investor reception event, discussing its product offerings, stock management, digital transformation, and market conditions, particularly focusing on diabetes management products and strategies for growth in both domestic and international markets [1] Group 1: Investor Relations Activity - The investor relations activity was held on September 19, 2025, from 15:40 to 17:00 via the "Panorama Roadshow" website [1] - Key participants included the Deputy General Manager and Board Secretary, Zheng Jiyun, and Securities Affairs Representative, Xu Huiyu [1] Group 2: Product Layout - The company primarily focuses on diabetes and related chronic disease detection products, with its subsidiary Trividia Health, Inc. offering the "TRUE" series of blood glucose monitoring products and diabetes care items [1] Group 3: Stock Price and Market Management - In response to concerns about stock price declines during a bull market, the company confirmed normal operations and disclosed no undisclosed matters [1] - The company has initiated a "Quality and Return Dual Improvement" action plan since 2024 and has repurchased 4,824,900 shares for a total amount of approximately 99.92 million yuan as of August 31, 2025 [1] Group 4: Digital Transformation and Business Outlook - The company is enhancing its diabetes management ecosystem by deploying IoT technology and launching a smart diabetes management system [1] - The "Aikan Health" app is set to launch in the HarmonyOS NEXT application market in September 2024, with plans for further digital transformation and AI integration [1] Group 5: Tariff Impact - In the first half of 2025, the company reported revenue of approximately 226.37 million yuan, with 32.86% coming from the U.S. market [1] - The company noted that most U.S. revenue is generated from local production, thus not affected by "reciprocal tariffs," and has sufficient inventory to mitigate tariff impacts [1] Group 6: CGM Business - The company plans to refine its second and third-generation Continuous Glucose Monitoring (CGM) products based on FDA feedback and expedite new product IDE applications [1] - The company views domestic price competition as a natural phase of market development, with a focus on sustainable long-term growth despite short-term profitability impacts [1]