证券代码：301367 证券简称：瑞迈特 公告编号：2026-005 北京瑞迈特医疗科技股份有限公司 关于与关联方共同投资暨关联交易进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、关联交易概述 北京瑞迈特医疗科技股份有限公司（以下简称"公司"）于 2026 年 1 月 6 日召开第三届董事会第十七次会议，审议通过《关于与关联方共同投资暨关联交 易的议案》。为致力于移动氧疗业务的开拓与运营，推动高原氧疗服务的普及与 提升，经公司决定以公司自有资金，与海口润氧共赢企业管理合伙企业（有限合 伙）、关联方成都洛子科技有限公司共同投资西藏瑞迈特智氧科技有限公司。具 体内容详见公司于 2026 年 1 月 7 日在巨潮资讯网上披露的《关于与关联方共同 投资暨关联交易的公告》（公告编号：2026-002）。 二、共同投资事项进展情况 主要经营场所：海南省海口市龙华区大同街道龙华路 17 号财盛大厦第 16 层 C 区 C5651 号（集中办公区） 截至本公告披露日，海口润氧共赢企业管理合伙企业（有限合伙）、西藏瑞 迈特智氧科技有限公司已完成相关工商登记手续， ...

Group 1 - The core business of the company involves the research, production, and sales of medical devices and consumables in the respiratory health field, primarily targeting patients with obstructive sleep apnea syndrome (OSA) and chronic obstructive pulmonary disease (COPD) [2] - As of September 30, 2025, the company achieved a revenue of 808 million yuan, representing a year-on-year growth of 34.24%, and a net profit attributable to shareholders of 180 million yuan, with a growth of 43.87% [2] - The company's revenue composition includes 64.19% from home respiratory therapy products, 32.67% from consumables, 3.05% from medical products, and 0.10% from other sources [2] Group 2 - As of January 26, 2025, the company's financing balance reached 1.58 billion yuan, with a net financing purchase of 9.44 million yuan on that day [1] - The company has a total of 7,971 shareholders as of September 30, 2025, which is an increase of 16.36% compared to the previous period [3] - The company has distributed a total of 228 million yuan in dividends since its A-share listing [3]

Group 1 - The core stock price of Ruimait rose by 2.02% to 84.97 CNY per share, with a total market capitalization of 7.613 billion CNY as of January 23 [1] - The company experienced a net inflow of main funds amounting to 4.8854 million CNY, with large orders accounting for 20.08% of total purchases [1] - Year-to-date, Ruimait's stock price has decreased by 0.86%, with a 5-day decline of 5.84% and a 20-day increase of 2.99% [2] Group 2 - Ruimait, established on July 27, 2001, specializes in the research, production, and sales of medical devices and consumables in the respiratory health sector, focusing on conditions like obstructive sleep apnea syndrome (OSA) and chronic obstructive pulmonary disease (COPD) [2] - The company's revenue composition includes 64.19% from home respiratory therapy products, 32.67% from consumables, 3.05% from medical products, and 0.10% from other sources [2] - As of September 30, 2025, Ruimait reported a revenue of 808 million CNY, reflecting a year-on-year growth of 34.24%, and a net profit of 180 million CNY, with a growth of 43.87% [3] Group 3 - Ruimait has distributed a total of 228 million CNY in dividends since its A-share listing [4] - As of September 30, 2025, the number of shareholders increased by 16.36% to 7,971, while the average circulating shares per person decreased by 14.20% to 7,080 shares [3] - Among the top ten circulating shareholders, Huatai-PineBridge Healthcare Mixed Fund is the sixth largest, holding 1.2953 million shares as a new shareholder [4]

Core Viewpoint - Recently, Ruimait announced an expected net profit attributable to shareholders for the fiscal year 2025 to be between 190 million to 235 million yuan, representing an increase of 22.28% to 51.24% compared to the same period last year [1] Financial Performance - The net profit after deducting non-recurring gains and losses for 2025 is projected to be between 129 million to 164 million yuan, reflecting a year-on-year increase of 38.97% to 77.37% [1] - The primary driver for this growth is attributed to an increase in operating revenue [1] Market Conditions - The impact of inventory destocking in the overseas U.S. market has dissipated [1] - Revenue in the North American region has significantly increased compared to the previous year [1]

Core Viewpoint - The company, 瑞迈特 (301367.SZ), expects a significant increase in net profit for 2025, driven by revenue growth and recovery in the North American market [1] Financial Projections - The projected net profit attributable to shareholders for 2025 is between 190 million and 235 million yuan, representing a year-on-year increase of 22.28% to 51.24% [1] - The net profit after excluding non-recurring gains and losses is expected to be between 128.5 million and 164 million yuan, indicating a year-on-year growth of 38.97% to 77.37% [1] - The anticipated operating revenue for 2025 is between 1.08 billion and 1.2 billion yuan [1] Market Factors - The growth in net profit is primarily attributed to an increase in operating revenue, as the impact of inventory destocking in the U.S. market has subsided [1] - There has been a significant revenue increase in the North American region compared to the previous year [1]

Group 1 - The core viewpoint is that Ruimai Technology (301367) has not yet applied artificial intelligence technology in its product development and marketing, resulting in no sales related to AI [1] - The company will continue to monitor industry technological developments and will timely apply cutting-edge technologies that meet development needs for product innovation and business expansion [1] - The company aims to continuously enhance its core competitiveness and will fulfill information disclosure obligations in case of significant progress [1]

Group 1 - The core viewpoint of the article is that Ruimait (301367) has forecasted a significant increase in net profit for 2025, estimating it to be between 190 million to 235 million yuan, which represents a year-on-year growth of 22.28% to 51.24% [2] - The growth in net profit is primarily attributed to an increase in operating revenue, as the impact of inventory destocking in the U.S. market has subsided, leading to a substantial revenue increase in the North American region compared to the previous year [2]

Core Viewpoint - The company, 瑞迈特 (301367.SZ), forecasts a significant increase in net profit for the fiscal year 2025, indicating strong growth potential in its financial performance [1] Financial Performance - The company expects net profit attributable to shareholders to be between 190 million to 235 million yuan, representing a year-on-year growth of 22.28% to 51.24% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 129 million to 164 million yuan, with a year-on-year increase of 38.97% to 77.37% [1] Revenue Growth - The announcement highlights an increase in the company's operating revenue, with the impact of inventory destocking in the U.S. market having dissipated [1] - Revenue from the North American region has significantly increased compared to the previous year [1]

Core Viewpoint - The company, Ruimai Te (瑞迈特), forecasts a significant increase in net profit and revenue for the year 2025, indicating strong growth potential in the upcoming period [1] Financial Performance - The expected net profit for 2025 is projected to be between 190 million to 235 million yuan, representing a year-on-year growth of 22.28% to 51.24% [1] - The anticipated operating revenue for 2025 is estimated to be between 1.08 billion to 1.2 billion yuan, compared to 843 million yuan in the previous year [1] Market Dynamics - The impact of inventory destocking in the overseas U.S. market is expected to have dissipated by 2025, leading to a substantial revenue increase in the North American region compared to the previous year [1]

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, driven by revenue growth and recovery in the North American market [1] Financial Performance - The projected net profit attributable to shareholders is estimated to be between 190 million to 235 million yuan, representing a year-on-year growth of 22.28% to 51.24% [1] - The net profit after excluding non-recurring gains and losses is expected to be between 128 million to 164 million yuan, reflecting a year-on-year increase of 38.97% to 77.37% [1] - Anticipated operating revenue is forecasted to be between 1.08 billion to 1.2 billion yuan, compared to 843 million yuan in the same period last year [1] Market Dynamics - The growth in performance is primarily attributed to an increase in operating revenue, with the impact of inventory destocking in the U.S. market having subsided [1] - Revenue from the North American region has seen a significant increase compared to the previous year [1]