Company Overview - Beijing Ruimait Medical Technology Co., Ltd. was established in 2003 and launched its first multi-channel sleep monitor in the same year. The first CPAP sleep machine was introduced in 2007, followed by CE certification in 2008 and FDA certification in 2012. The company was successfully listed on the Shenzhen Stock Exchange in 2016 [2][3]. - The company focuses on providing comprehensive treatment solutions for OSA and COPD patients, covering diagnosis, treatment, and chronic disease management. It is a leading domestic manufacturer of non-invasive ventilators and masks, with products certified by NMPA, FDA, CE, and others [2][3]. Research and Development - As of June 30, 2025, the company holds 666 valid domestic patents, including 116 invention patents, 404 utility model patents, and 146 design patents. It also has 266 overseas patents, including 45 in the U.S. and 38 in Europe [3]. Market Performance - The new noise-free cotton ventilator has been entering the U.S. market since July 2025, with significant sales growth observed in the third quarter. The acquisition of a new medical reimbursement code is expected to further boost sales [4]. - The company transitioned from an online distribution model to a direct sales model in September 2025, with anticipated improvements in gross margins and net profits starting in the fourth quarter [5]. Investment Strategy - The company invested in Shenzhen Deda Xing Drive Technology Co., Ltd., a leading provider of precision motors and solutions in AI, robotics, and medical fields. This investment aims to secure the supply of core components and enhance the company's competitiveness [6]. Market Share - According to data from Sullivan, the company's home-use non-invasive ventilators hold a global market share of 12.4%, ranking second, while its domestic market share is 30.6%, ranking first among domestic brands. Future plans include strengthening brand building and optimizing channel management to increase market share [6].
瑞迈特(301367) - 2025年12月12日投资者关系活动记录表