Group 1: Company Overview and Strategy - Kefu Medical has evolved from being an agent for well-known medical device brands to establishing its own brand "Kefu" in 2009, leveraging market data for targeted product development [3] - The proportion of self-produced products increased from 22% in 2018 to 51% in 2020, with plans for further growth in self-production capabilities [3] - The company has established an international business department and is working on global sales networks, with some products already certified by the FDA and CE [3] Group 2: Product Development and Market Expansion - The acquisition of Jirui Medical aims to enhance self-production capabilities and supply chain management, with an annual production capacity of 250,000 units [2] - The company plans to empower the "Beibeijia" brand through medical research collaborations, expanding its application in postoperative rehabilitation and care [2] - Kefu Medical's online sales channels cover major platforms like Tmall and JD, while offline channels include partnerships with large pharmacy chains [3] Group 3: Financial Performance and Sales Strategy - The company’s sales expenses are higher than industry peers due to its unique operational model, which includes costs for logistics and online promotions [3] - The impact of the pandemic saw a rise in revenue from thermometers, masks, and disinfectants, while non-pandemic products experienced a slight decline [5] - As of now, Kefu Medical has signed 366 stores for its hearing aid brand "Jianer," with 338 already opened, primarily in regions like Hunan and Guangdong [5] Group 4: Future Plans and Challenges - Kefu Medical is considering implementing an equity incentive plan in the future, aligning with its operational development [4] - The company aims to increase the density of stores in existing provinces while exploring new regions for expansion [5] - The hearing aid market is still in its early stages, and Kefu Medical is focused on establishing a competitive advantage through a complete operational and management system [5]
可孚医疗(301087) - 2021年11月15-17日投资者关系活动记录表