Beilu Pharma(SZ:300016)2025-06-17 09:14Group 1: Company Overview - Beilu Pharmaceutical's subsidiary, Shenzhen Yiwei Medical Technology Co., Ltd., focuses on brain disease early screening, precise diagnosis, and rehabilitation training, being the only AI enterprise in China with NMPA Class III certification in both neurodegenerative and cerebrovascular diseases [1] - Yiwei Medical's core products target stroke, Alzheimer's disease, cognitive disorders, and developmental disorders in youth, providing comprehensive solutions for screening, diagnosis, and rehabilitation [1] Group 2: National Policy Support - Recent national policies have significantly supported the development of precision diagnosis for brain diseases, aiming to train 500-1000 professionals annually and establish over 2100 cognitive disorder diagnosis centers by 2025 [2] - The National Health Commission emphasizes autism screening and intervention for children, enhancing screening, diagnosis, and intervention rates [3] Group 3: Product Development - Yiwei Medical has launched three main products: - Yiwei Brain Doctor, the first AI medical software for early Alzheimer's diagnosis, with both NMPA Class III and CE certifications [5] - Yiwei Smart Brain, a one-stop AI-assisted diagnosis platform for stroke, achieving dual certification from NMPA and FDA [5] - Yiwei Digital Therapy, integrating eye-tracking and VR technology for cognitive assessment and rehabilitation [5] Group 4: Business Model - Yiwei Medical offers a full-cycle service from screening to rehabilitation, collaborating with over 200 hospitals and health institutions, and exploring diverse revenue streams [6] - The company has introduced a comprehensive "brain routine" health check package and established digital rehabilitation centers in communities [6] Group 5: Financial Performance - In 2024, Beilu Pharmaceutical's revenue from contrast agents reached CNY 58.80 million, a 9.87% increase; diabetes products generated CNY 12.60 million, up 33.24%; while raw materials saw a decline of 20.83% to CNY 9.00 million [9] - The company anticipates continued growth across its business segments in 2025 [9] Group 6: International Expansion - Beilu Pharmaceutical's overseas revenue reached CNY 13.22 million in 2024, marking a 15.02% increase, with successful product exports to South America, Africa, and Asia [11] - The company is advancing its internationalization efforts with certifications in the EU and plans for further market expansion in Southeast Asia [11]