2025.12.06 "当时，中国产品在非洲被一些劣质Made in China（中国制造）产品的形象和舆论所影响，很多客户和 患者，医生都有抵触心理。欧美品牌在非洲已经扎根几十年，有很强的品牌知名度和影响力，以及产品 的覆盖率；非洲的客户做生意也只谈低价。非洲市场国家多，市场较为分散，需要花很长时间进行推 广。"李庆岩说，受限于经济发展和收入问题，很多患者存在未被检测和确诊的情况，且就算确诊的患 者也不一定想要日常监测。医疗系统也因财政预算有限，提供的服务也有限。 三诺生物的策略是用产品质量和可负担的价格打动当地市场。 比如阿尔及利亚，三诺生物的SINOCARE血糖仪以低于国际标准的误差率（仅±3%）获得阿尔及利亚卫 生部检测报告。这份报告，成为三诺生物血糖仪打开阿尔及利亚市场的"通行证"。 非洲居民喜爱喝咖啡时放很多糖，也喜欢吃甜食，有糖尿病患者在确诊后，饮食习惯能难以改变，患者 教育工作不容易开展。近年来，血糖监测智能设备的发展，也在逐渐改变非洲人的健康观念。2024年， 三诺生物搭载AI算法的"爱看"系列CGM（持续血糖监测）产品在非洲上市，用户可通过蓝牙连接"爱看 健康"APP即可连续15天获取24 ...

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]