来源：金融界 公司回答表示：您好，感谢您对公司的关注和支持。公司产品品类丰富，例如公司的胎心仪、体温检测 类、血糖监测类、制氧机等产品，均可为用户提供多元化生育健康保障与支持。公司如有应审议披露事 项，会及时履行审议程序与信息披露义务，谢谢。 金融界8月15日消息，有投资者在互动平台向鱼跃医疗提问：请问公司有哪些生育支持、生育监控的医 疗产品？请问公司有境外上市计划和收购计划吗？ ...

近日，又一家企业追赶"A+H"双平台的资本浪潮。 7月11日，可孚医疗科技股份有限公司（SZ301087 简称"可孚医疗"）公告称，为加快推进公司全球化战 略布局，提升公司海外业务拓展能力，公司拟在境外发行股份（H股）并在香港联合交易所有限公司上 市，同时授权公司管理层启动前期筹备工作。 证券代码:301087 证券简称:可孚医疗 公告编号:2025-043 | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 | | --- | | 虚假记载、误导性陈述或重大遗漏。 | 可孚医疗科技股份有限公司(以下简称"公司")于2025年7月11日召开 第二届董事会第十五次会议,审议通过了《关于授权公司管理层启动公司境外发 行股份(H 股)并在香港联合交易所有限公司上市相关筹备工作的议案》,现将 相关情况公告如下: 为加快推进公司全球化战略布局,提升公司海外业务拓展能力,进一步提升 公司品牌形象及知名度,公司拟在境外发行股份(H股)并在香港联合交易所有 限公司(以下简称"香港联交所")上市(以下简称"本次 H 股上市"),公 司董事会授权公司管理层启动本次 H 股上市的前期筹备工作。公司计划与相关 中介机 ...

Group 1: R&D Investment and Strategy - The company plans to continue increasing R&D investment, focusing on key product areas and AI strategic layout [1] - A complete R&D pipeline is in place, with budget decisions based on mid-to-long-term strategies [1] - The company has accumulated 26 years of clinical experience, aiming to develop medical-grade wearable devices [2] Group 2: Revenue Growth and Market Expansion - Future growth points include respiratory therapy, blood glucose management, POCT, home health monitoring, and emergency care, with an active expansion into overseas markets [2] - The company achieved a total revenue of CNY 75.66 billion and a net profit of CNY 18.06 billion in 2024 [8] - In Q1 2025, the company reported a revenue of CNY 24.36 billion and a net profit of CNY 6.25 billion [8] Group 3: Competitive Positioning and Market Challenges - The company faces competition from major players like Abbott in the CGM market, with a current market share that is expected to grow [11] - The overseas business has seen a 30% revenue increase, primarily driven by regions like Southeast Asia, Europe, and South America [11] - The company is monitoring the impact of high tariffs in the U.S. on its overseas business and is developing risk management strategies [11] Group 4: Brand and Market Perception - The company emphasizes the importance of brand strength, product quality, and service in enhancing its market position [4] - The company’s goodwill stands at CNY 1.107 billion, accounting for less than 7% of total assets, indicating manageable impairment risks [4] Group 5: Future Outlook and Goals - The company aims to be among the top three in the global home healthcare market, with current contributions from home customers being evaluated [3] - The company is committed to long-term strategies and organic growth, alongside potential acquisitions to drive business expansion [6] - The company acknowledges that its current P/E ratio is undervalued, which may affect market perception [10]

Core Viewpoint - The company is optimistic about its future growth, driven by innovation in product development and strategic partnerships, particularly in the respiratory treatment and health monitoring sectors. Group 1: Financial Performance - In 2024, the company achieved a total revenue of 7.566 billion yuan and a net profit of 1.806 billion yuan. In the first quarter of 2025, revenue was 2.436 billion yuan with a net profit of 625 million yuan [18]. - The company experienced a decline in revenue and net profit in 2023 due to fluctuations in public demand, but expects growth in 2024 compared to 2022 [5][6]. Group 2: Product Development and Market Strategy - The respiratory treatment solutions segment includes oxygen concentrators, ventilators, and nebulizers, with oxygen concentrators holding the largest market share. The company has launched innovative products like the third-generation sleep ventilator and portable oxygen concentrators [1]. - The home health monitoring segment, primarily consisting of electronic blood pressure monitors, has seen a double-digit growth year-on-year in 2024 [1]. - The company is committed to increasing R&D investment to enhance product technology and market competitiveness [2][6]. Group 3: Market Expansion and International Business - The company is actively expanding its overseas market presence, particularly in Southeast Asia, Europe, and South America, with a 30% revenue growth from international sales [5]. - In 2024, overseas revenue accounted for 12.54% of total revenue, with a focus on strengthening local talent and cultural collaboration in these regions [5]. Group 4: Strategic Partnerships and Acquisitions - The partnership with Inogen is aimed at leveraging both companies' resources for long-term strategic collaboration in the respiratory treatment solutions sector [3]. - The company is exploring investment and acquisition opportunities to enhance its business growth and integrate key resources [6][12]. Group 5: Future Goals and Vision - The company aims to achieve over 10 billion yuan in revenue and a market capitalization exceeding 100 billion yuan by 2025, with a long-term vision to be among the top three in the global home healthcare market by 2030 [7][10]. - The company emphasizes the importance of brand strength and customer experience as core components of its growth strategy [36].

Group 1 - The core viewpoint of the articles highlights that KeFu Medical (301087) has delivered impressive financial results despite a competitive market environment, with a revenue of 2.983 billion yuan and a net profit of 312 million yuan for the year 2024, representing a year-on-year growth of 4.53% and 22.6% respectively [1][2] - The growth in performance is attributed to the continuous expansion of core product lines and optimization of product structure, with the company focusing on technological innovation and market expansion [1] - KeFu Medical has invested a total of 339 million yuan in research and development over the past three years, maintaining a high product iteration speed with over a hundred new products launched annually [1] Group 2 - In terms of channel development, KeFu Medical is optimizing its multi-dimensional channel layout, enhancing market response efficiency and cost conversion through digital analysis systems, resulting in nearly 2 billion yuan in online channel revenue, a 9% year-on-year increase [2] - The company is advancing its globalization strategy by localizing product development, building marketing teams, and expanding partnerships, currently serving over 50 million families across more than 60 countries and regions [2] - KeFu Medical has announced a profit distribution plan for 2024, proposing a cash dividend of 12 yuan per 10 shares to all shareholders, continuing its tradition of high dividends and creating value for investors [2]