可孚医疗(301087) - 2021年11月22-26日投资者关系活动记录表
COFOECOFOE(SZ:301087)2022-11-21 15:46

Group 1: Company Overview and Development Plans - The company has been deeply engaged in the medical device industry for over ten years, with leading products such as hearing aids and infrared thermometers [1] - Key research projects include continuous glucose monitoring and advanced ECG monitoring, among others [1] - In 2020, the revenue from self-produced products accounted for 51%, with plans to increase this ratio through new production bases [1] Group 2: Acquisition and Market Position - The acquisition of the "Beibeijia" brand aims to leverage its strong market presence in posture correction products, which has been a leading brand for 20 years [2] - The brand will be enhanced through collaborations with universities and medical institutions to meet medical correction standards [2] - The company plans to optimize marketing strategies and reduce operational costs through its strong e-commerce capabilities [2] Group 3: Impact of COVID-19 - The pandemic increased health awareness and demand for health-related products, leading to a surge in sales of thermometers and masks [2] - In 2021, as the pandemic situation improved, non-pandemic product revenues rebounded, with total revenue reaching 1.698 billion yuan and net profit of 304 million yuan [2] Group 4: Hearing Loss and Service Model - Hearing loss is categorized into conductive, sensorineural, and mixed types, with recommendations for hearing aids for patients unable to restore normal hearing [2] - The company has established over 300 hearing aid fitting centers, employing a direct management model to ensure service quality and brand recognition [3][4]