Company Overview - Beijing Yihe Jiaye Medical Technology Co., Ltd. was established in 2001 and successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market on November 1, 2022 [1] - The company specializes in providing comprehensive treatment solutions for OSA and COPD patients, covering diagnosis, treatment, and chronic disease management [1] - It is a leading domestic enterprise in non-invasive ventilators and masks, with products sold in over 100 countries and regions [1] Research and Development - As of December 31, 2024, the company holds 633 valid patents in China, including 107 invention patents, 390 utility model patents, and 136 design patents [2] - The company has 202 valid overseas patents, including 39 in the United States and 30 in Europe [2] Financial Performance - In Q1 2025, the company reported growth in both revenue and net profit, attributed to the stabilization of the U.S. ventilator market and effective domestic channel policy adjustments [3] - Domestic business revenue and gross margin improved in Q1 2025, indicating a stable and positive trend in the domestic market [4] Supply Chain and Strategic Partnerships - The company has achieved significant localization in its supply chain, ensuring safety and cost advantages [5] - A strategic partnership with Shenzhen Hanyu Pharmaceutical Co., Ltd. aims to develop products for health consumer channels, targeting mild sleep disorder populations [6] Market Expansion - The company has completed the cloud platform construction for the European market, with over 20 agents connected, laying the groundwork for future growth in the mainstream medical insurance market [7] - The newly launched P5 series ventilators primarily target domestic hospital channels, contributing positively to future revenue and gross margin [8]
怡和嘉业(301367) - 2025年5月16日投资者关系活动记录表