SIPAI HEALTH(00314)

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思派健康(00314) - 截至二零二五年九月三十日止月份之股份发行人的证券变动月报表
2025-10-08 08:31
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 公司名稱: 思派健康科技有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00314 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | USD | | 0.0001 | USD | | 200,000 | | 增加 / 減少 (-) | | | | | | | USD | | 0 | | 本月底結存 | | | 2,000,000,000 | USD | | 0.0001 | USD | | 200,000 | FF301 II. 已發行股份及/或庫存股份變動 ...
思派健康(00314) - 2025 - 中期财报
2025-09-26 08:30
Make Life Healthier 中期報 2025 Interim Report 中期報告 Stock code 股份代號 : 0314 (A company incorporated in the Cayman Islands with limited liability) ( 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ) 讓生命更健康 INTERIM REPORT 2025 告 CONTENT 目錄 | Corporate Information | 公司資料 | 2 | | --- | --- | --- | | 2025 First Half Highlights | 2025年上半年重點回顧 | 6 | | Financial Summary | 財務摘要 | 7 | | Management Discussion and Analysis | 管理層討論及分析 | 9 | | Other Information | 其他資料 | 24 | | Independent Auditor's Review Report | 獨立核數師審閱報告 | 39 | | Interim Con ...
商业医疗险报告一:见微知著,医保承压下商保或为破局之法
Ping An Securities· 2025-09-22 10:03
Investment Rating - The report maintains an "Outperform" rating for the biopharmaceutical industry [1] Core Viewpoints - The growth of healthcare expenses, which reached 9.06 trillion yuan in 2023, is outpacing GDP growth, indicating that commercial health insurance may provide a solution to the pressures faced by the medical insurance system [3][15] - The commercial health insurance sector is expected to grow significantly, with premiums projected to reach 97.74 billion yuan by 2024, driven by low penetration rates and the need for additional funding sources [20][24] - Policies are increasingly supportive of commercial health insurance, particularly in relation to innovative drugs, which are now being included in the commercial health insurance directory [71][76] Summary by Sections Part 1: Healthcare Financing System - The healthcare financing system in China consists of government, social, and personal contributions, with social contributions being the main driver for future growth [10][15] Part 2: Growth of Health Insurance - The commercial health insurance market is expected to fill a significant funding gap, with an estimated shortfall of over 1.7 trillion yuan by 2030 [21][22] - Medical insurance is the primary source of compensation within commercial health insurance, with a compensation rate of approximately 68.79% in 2022 [27][31] Part 3: Core Products of Medical Insurance - The report highlights the importance of medical insurance as a key focus area, noting that it directly compensates for medical expenses, unlike critical illness insurance [31][35] Part 4: Policy Support for Health Insurance Development - A series of policies since 2009 have aimed to promote the development of commercial health insurance, with specific targets for market size and coverage [71][72] Part 5: Investment Recommendations - The report suggests focusing on innovative drug companies with rich pipelines, DTP pharmacies, and companies in the TPA industry, as well as innovative medical devices and high-end medical service providers [77]
中信证券:维持思派健康(00314)“买入”评级 目标价6.5港元
智通财经网· 2025-09-22 07:04
智通财经APP获悉,中信证券发布研报称,看好商业健康险行业发展趋势以及思派健康(00314)"医、 药、险"生态闭环构筑的核心竞争优势,后续盈利改善值得期待。基于公司2025H1公司对特药药房业务 以及惠民保业务进行战略性优化重组,调整2025/26/27年公司营业收入预测为21.0/19.4/20.7亿元(原预测 为49.2/52.6/55.7亿元);调整公司净利润预测为亏损9900万元/亏损2900万元/盈利3200万元(原预测为亏损 1.07亿元/亏损3500万元/盈利3200万元)。绝对估值法下,公司2025年目标价为6.5港元,对应6.0元,维 持"买入"评级。 ...
中信证券:维持思派健康“买入”评级 目标价6.5港元
Zhi Tong Cai Jing· 2025-09-22 07:04
中信证券发布研报称,看好商业健康险行业发展趋势以及思派健康(00314)"医、药、险"生态闭环构筑 的核心竞争优势,后续盈利改善值得期待。基于公司2025H1公司对特药药房业务以及惠民保业务进行 战略性优化重组,调整2025/26/27年公司营业收入预测为21.0/19.4/20.7亿元(原预测为49.2/52.6/55.7亿 元);调整公司净利润预测为亏损9900万元/亏损2900万元/盈利3200万元(原预测为亏损1.07亿元/亏损3500 万元/盈利3200万元)。绝对估值法下,公司2025年目标价为6.5港元,对应6.0元,维持"买入"评级。 ...
港股异动 | 遭剔除港股通名单 宜搜科技(02550)跌超30% 美中嘉和(02453)跌超25%
智通财经网· 2025-09-08 01:56
Core Viewpoint - The removal of certain stocks from the Hong Kong Stock Connect list has led to significant declines in their share prices, indicating a negative market reaction to the index adjustments [1] Group 1: Stock Performance - Yisou Technology (02550) experienced a drop of 31.53%, trading at HKD 3.17 [1] - Meizhong Jiahe (02453) fell by 25.32%, with a price of HKD 3.54 [1] - Guancheng Watch and Jewelry (00256) decreased by 22.71%, now at HKD 0.228 [1] - Sipai Health (00314) saw a decline of 13.6%, trading at HKD 4.7 [1] Group 2: Market Announcement - The Shanghai Stock Exchange and Shenzhen Stock Exchange announced adjustments to the constituent stocks of the Hang Seng Composite Large, Mid, and Small Cap Indices, effective from September 8 [1] - A total of 20 stocks, including Yisou Technology, Meizhong Jiahe, Guancheng Watch and Jewelry, and Sipai Health, were removed from the Hong Kong Stock Connect eligible securities list [1]
遭剔除港股通名单 宜搜科技跌超30% 美中嘉和跌超25%
Zhi Tong Cai Jing· 2025-09-08 01:51
Core Viewpoint - The removal of certain stocks from the Hong Kong Stock Connect list has led to significant declines in their share prices, indicating a negative market reaction to the index composition changes [1] Group 1: Stock Performance - Yisou Technology (02550) experienced a drop of 31.53%, trading at HKD 3.17 [1] - Meizhong Jiahe (02453) fell by 25.32%, with a price of HKD 3.54 [1] - Guancheng Watch and Jewelry (00256) decreased by 22.71%, now at HKD 0.228 [1] - Sipai Health (00314) saw a decline of 13.6%, trading at HKD 4.7 [1] Group 2: Market Announcement - The Shanghai Stock Exchange and Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, effective from September 8 [1] - A total of 20 stocks, including Yisou Technology, Meizhong Jiahe, Guancheng Watch and Jewelry, and Sipai Health, were removed from the list due to changes in the Hang Seng Composite Large, Mid, and Small Cap Indexes [1]
港股通标的证券名单调整:调入中国食品(00506)等 调出冠城钟表珠宝(00256)等
智通财经网· 2025-09-08 01:16
Core Viewpoint - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, effective from September 8, 2025, due to periodic changes in the Hang Seng Composite Large, Medium, and Small Cap Indices [1]. Group 1: Adjustments to the Eligible Securities List - The following companies are added to the Hong Kong Stock Connect eligible securities list: China Foods (00506), Boleton (01333), and Huiju Technology (01729) [1]. - Additional companies included in the adjustments are: Jin Jing New Energy (01783), Bi Gui Wang (02007), Kangnait Optical (02276), and others, totaling 20 companies added [2]. - Companies removed from the eligible securities list include: Crown City Watch and Jewelry (00256), Sipai Health (00314), and Café de Coral Group (00341), among others, totaling 15 companies removed [2][3].
港股通标的证券名单调整:调入中国食品等 调出冠城钟表珠宝等





Zhi Tong Cai Jing· 2025-09-08 01:13
| 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00506 | 中国食品 | 调入 | | 01333 | 博雷顿 | 调入 | | 01729 | 汇聚科技 | 调入 | | 01783 | 晋景新能 | 调入 | | 02007 | 碧桂园 | 调入 | | 02276 | 康耐特光学一一百 | 调入 | | 02473 | 喜相逢集团 | 调入 | | 02589 | 沪上阿姨 | 调入 | | 02609 | 佰洋医疗 | 调入 | | 02610 | 南山铝业国际 | 调入 | | 02617 | 药提安康一 B | 调入 | | 02629 | MIRXES-B | 调入 | | 02643 | 曹操出行 | 调入 | | 03677 | 正力新能 | 调入 | | 06168 | 周六福 | 调入 | | 06603 | IFBH | 调入 | | 06681 | 脑动极光一 B | 调入 | | 06993 | 蓝月亮集团 | 调入 | | 09606 | 映恩生物一 B | 调入 | | 09678 | 云知声 | 调入 | | 00256 | 冠城钟表珠宝 ...
思派健康(00314.HK)获摩根大通增持11.54万股
Ge Long Hui· 2025-09-04 23:57
格隆汇9月5日丨根据联交所最新权益披露资料显示,2025年8月29日,思派健康(00314.HK)获JPMorgan Chase & Co.以每股均价5.3979港元增持好仓11.54万 股,涉资约62.29万港元。 增持后,JPMorgan Chase & Co.最新持好仓数目为3830.84万股,持好仓比例由4.99%上升至5.00%。 | 股份代號: | 00314 | | --- | --- | | 上市法國名稱: | 思派健康科技有限公司 | | 日期 (日 / 月 / 年): | 05/08/2025 - 05/09/2025 | | FREE FREE | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 技术师 学 | | | 語学問 誠 * 註 | 有投票權股 (日 / 月 / 年) 한 작품 | | | | | | | | | 份白分比 | | | | | | | | ...