美好医疗(301363) - 301363美好医疗投资者关系管理信息20251022

Financial Performance - In Q3 2025, the company achieved a revenue of 4.62 billion CNY, a year-on-year increase of 2.56% [2] - The net profit attributable to shareholders was 93.90 million CNY, with a year-on-year growth of 5.89% [2] - For the first three quarters of 2025, total revenue reached 1.194 billion CNY, up 3.28% year-on-year [2] - The net profit attributable to shareholders decreased by 19.42% to 208 million CNY [2] Business Development Plans - In the invasive brain-machine interface sector, the focus is on enhancing the long-term stability and biocompatibility of implantable components [3] - In the semi-invasive brain-machine interface area, the company aims to provide long-term implant products along with necessary surgical tools and consumables [3] - In the non-invasive brain-machine interface field, the goal is to develop compact, portable, and stable product components [3] Competitive Advantages - The company has established a quality management system for long-term implant products that meets FDA, EU, and Chinese regulatory standards [4] - It possesses experience in the commercialization of implantable materials such as titanium alloy and PEEK, providing support for material selection and manufacturing processes [4] - A complete precision manufacturing system is in place, including capabilities in micro-injection molding and micro-processing [4] Key Business Segments - The home respiratory machine segment has a stable growth trajectory, supported by a strategic partnership with a leading global company [5] - The adjustable insulin injection pen has achieved mass delivery, with ongoing development for a weight-loss pen expected to launch next year [6] - Continuous advancements in CGM technology are being made, with products entering a stable ramp-up phase [6] Robotics Business Development - The company is actively pursuing opportunities in humanoid robotics and surgical robotics, leveraging its expertise in materials and components [8] - Initial products have been supplied to domestic and international clients in the surgical robotics sector [8]