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爱朋医疗(300753) - 300753爱朋医疗投资者关系管理信息20250909
APONAPON(SZ:300753)2025-09-09 12:34

Company Overview - Aipeng Medical focuses on medical devices, particularly in pain management and upper airway management, while also exploring brain-computer interface innovations [4] - The company has a strategic partnership with Ruishen'an Medical, a leading player in the domestic neuroregulation field [4] ADHD Product Development - Recently, the company received two Class II medical device registration certificates for its "Multimodal ADHD Behavioral Training System," which includes both hospital and home versions [5][6] - The system utilizes AI to analyze EEG signals from the frontal lobe, providing a comprehensive training solution that integrates medication and behavioral management [6] Treatment Costs and Collaboration - The treatment cost for ADHD patients ranges from ¥10,000 to ¥25,000, depending on the severity of the condition [7] - The collaboration with Fudan University Children's Hospital has just begun, and the treatment process is expected to be lengthy due to the chronic nature of ADHD [7] Training Efficacy and Duration - Effective training typically requires 3 to 6 months, with higher frequency leading to better outcomes [8] - Behavioral therapy is highlighted as a viable method for leveraging neuroplasticity in ADHD treatment, contrasting with the potential side effects of stimulant medications [8] Market Challenges and Opportunities - The pain management business is currently experiencing a transitional phase due to centralized procurement policies, leading to a decrease in sales compared to the previous year [13] - The nasal airway management segment has faced challenges due to increased competition and a decline in retail performance, prompting the company to explore instant retail opportunities [14] Future Directions - The company plans to optimize retail and clinical sales strategies to enhance channel efficiency and adapt to changing consumer habits [14] - There is a focus on expanding partnerships with training institutions to disseminate the behavioral training system and course content [9]