香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Sipai Health Technology Co., Ltd. 思派健康科技有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：0314） 截至2024年12月31日止年度的 年度業績公告 財務摘要 | | | 截至12月31日止年度 | | | --- | --- | --- | --- | | | 2024年 | 2023年 | 同比變動 | | | 人民幣千元 | 人民幣千元 | (%) | | 總收入 | 4,565,434 | 4,712,107 | -3.1 | | 商業醫療保險服務業務 | 192,958 | 162,246 | 18.9 | | － 企業健康保 | 68,718 | 49,216 | 39.6 | | － 惠民保 | 124,240 | 113,030 | 9.9 | | 醫生研究協助業務 | 397,610 | 361,781 | ...

就台健康目前所有参会者均处于静音状态现在开始播报免责声明 本次会议请面向国胜证券的专业投资机构客户或受邀客户会议中嘉宾的发言内容仅代表其个人观点国胜证券研究人员的发言内容仅代表当日的判断具体请参见完整版的研究报告未经国胜证券事先书面许可任何机构或个人严禁录音、转发及相关截图涉嫌违反上述情形的我们将保留追究相关方法律责任的权利 好的各位投资者大家下午好我是国生医药的陶琛啊那欢迎大家参加我们健康现场演练系列调研活动 近期这个医保局也是频繁发生就是力挺商业健康险的发展医保数据要素负能见罪嫌少那我们认为这个健康险的发展有望迎来这个改革式的一个变化成为医药支付的那边量作为产业趋势重塑整个医药板块那在这样的一个大的过程中我们也是非常非常看好优质的健康险产业链相关的公司获益的 我们今天是非常荣幸的邀请到斯派健康的IRT陈总在线和我们一起探讨斯派是中国领先的医疗科技和健康管理公司和健康险公司医药创新企业包括专家网络都有非常广泛而且深入的合作同时也是深耕健康保险服务医生研究协助还有特药药房这三大业务 那我们今天的会议整个流程的话就是先请陈总然后为我们介绍一下公司的情况陈总今天也是准备了PPT欢迎大家通过这个APP来上线观看然后 ...

Revenue Performance - Revenue from the medication distribution business declined by approximately 69.6% to approximately RMB83.9 million, accounting for only approximately 3.5% of the Group's consolidated revenue during the Reporting Period[7]. - The core business, including Specialty Pharmacy Business, Physician Research Assistance Business, and Health Insurance Services Business, generated revenue of approximately RMB2,280.0 million, representing an increase of approximately 5.5%[7]. - Revenue from Enterprise Health Insurance increased by approximately 43.6%, with over 933,000 individual members insured as of June 30, 2024[8]. - Revenue from the specialty pharmacy business was RMB 2,363,780, a decrease of 3.0% compared to RMB 2,437,956 in the same period last year[11]. - Revenue from the Physician Research Assistance business increased by approximately 9.9% to approximately RMB187.37 million for the six months ended June 30, 2024, driven by growing market demand[20]. - Revenue from Health Insurance Services increased by approximately 0.9% to approximately RMB109.65 million for the six months ended June 30, 2024[21]. - Revenue from Enterprise Health Insurance surged by approximately 43.6% to approximately RMB38.8 million for the six months ended June 30, 2024, due to a significant increase in the number of customers and insured members[21]. Financial Performance - The adjusted loss for the Reporting Period narrowed by approximately 47.4% to approximately RMB29.7 million, attributed to organic growth and efficiency improvements[9]. - The adjusted loss for the reporting period narrowed by about 47.4% to approximately RMB 29.7 million, primarily due to organic growth and efficiency improvements[10]. - Total gross profit was approximately RMB228.93 million, representing a period-on-period increase of approximately 5.0%, primarily due to a 21.6% increase in gross profit from the Physician Research Assistance business[24]. - Total gross margin increased by approximately 0.8 percentage points to approximately 9.7% for the Reporting Period[24]. - The Group's cost of sales decreased by approximately 3.8% from approximately RMB2,219.87 million for the six months ended June 30, 2023, to approximately RMB2,134.85 million for the six months ended June 30, 2024[22]. - The Group's loss before tax for the six months ended June 30, 2024, was RMB 75,159, compared to a loss of RMB 86,698 for the same period in 2023, indicating an improvement[132]. - The loss attributable to ordinary equity holders of the parent for the six months ended June 30, 2024, was RMB (78,202), compared to RMB (92,321) for the same period in 2023, indicating an improvement[159]. - The basic loss per share for the six months ended June 30, 2024, was RMB (0.12), compared to RMB (0.14) for the same period in 2023, reflecting a reduction in loss per share[159]. Cost Management - Selling and marketing expenses decreased by 10.4% to RMB 135,219, representing 5.7% of total revenue[11]. - Research and development expenses were reduced by 35.6% to RMB 14,315, accounting for 0.6% of total revenue[11]. - Selling and marketing expenses decreased by approximately 9.4% to approximately RMB137.82 million, mainly due to efficiency improvement initiatives[25]. - Administrative expenses decreased by approximately 7.7% to approximately RMB161.89 million, resulting from organizational optimization[27]. - Research and development expenses decreased significantly by approximately 37.1% to approximately RMB15.01 million, due to reduced upfront research and development investment[28]. Assets and Liabilities - As of June 30, 2024, the company recorded net current assets of approximately RMB1,120 million, with a gearing ratio of approximately 48.2%, up from 42.1% as of December 31, 2023[38]. - The company had cash and cash equivalents amounting to approximately RMB279.38 million as of June 30, 2024, with total financial assets at fair value through profit or loss amounting to approximately RMB1,338.73 million[38]. - The Group had no material contingent liabilities as of June 30, 2024[48]. - Total current assets increased to RMB 2,485,752 as of June 30, 2024, compared to RMB 2,442,474 at the end of 2023[104]. - Total non-current assets rose to RMB 430,895 as of June 30, 2024, up from RMB 372,566 at the end of 2023[104]. - Total equity attributable to owners of the parent was RMB 1,496,483 as of June 30, 2024, down from RMB 1,618,859 at the end of 2023[106]. Shareholder Information - As of June 30, 2024, the company had issued a total of 762,690,714 shares[60]. - Mr. Ma and Mr. Li each hold 97,000,000 shares, representing approximately 12.72% of the company's equity[66]. - Tencent Mobility holds 168,266,382 shares, representing approximately 22.06% of the company's total shares[67]. - The company continues to expand its shareholder base with significant interests from various investment firms[67]. - The company has a concert party agreement involving Mr. Ma and Mr. Li, confirming their joint management and decision-making[60]. Corporate Governance - The Company has complied with all applicable code provisions of the Corporate Governance Code during the reporting period, with some deviations noted[54]. - The roles of Chairman and Chief Executive Officer are held by the same individual, Mr. Ma Xuguang, which the Board believes does not impair the balance of power[54]. - The Company has adopted the Model Code for directors' securities transactions and all directors have confirmed compliance during the reporting period[56]. Related Party Transactions - The company has engaged in significant related party transactions, including sales and purchases with Tencent and its subsidiaries, reflecting ongoing strategic partnerships[199]. - The financial data indicates a mixed performance in related party transactions, with some areas showing growth while others experienced declines[197].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Sipai Health Technology Co., Ltd. 思派健康科技有限公司 （於開曼群島註冊成立的有限公司） （股份代號：0314） 截至2024年6月30日止六個月之 中期業績公告 董事會欣然公佈本集團於報告期之未經審核簡明合併中期業績。本中期業績公告的內容 已根據上市規則項下有關中期業績初步公告的適用披露規定編製，而中期業績初步公告 乃根據國際會計準則理事會（「國際會計準則理事會」）頒佈的國際會計準則（「國際會計準 則」）第34號中期財務報告 編製，並經本公司核數師安永會計師事務所審閱。該等中期業 績亦已由董事會及審核委員會審閱及確認。除另有說明外，本公司財務數據均以人民幣 列示。 — 1 — 2024年上半年重點回顧 2024年上半年，本公司繼續重點聚焦核心業務的有機增長和運營效率提升，同時保持對 整體數字化與協同發展的持續投資。我們堅持推進發展戰略並迅速適應環境變化，成功 實現了持 ...

欢迎各位投资人参加华音10和乐远中举办的家居现场策略会我是本次会议的主持人华音10团队的分析师秦嘉蔚本场会议的话我们是很高兴请到了四拍健康的头版领导来跟我们去做这样的一个分享跟交流首先我还是把时间还给朱利亚请朱利亚帮我们去做一个简单的业务回顾谢谢朱利亚 谢谢两位也谢谢华安和杜远程的邀请很高兴今天有这个机会和线上的各位投资人朋友们来交流一下思派健康思派健康创立于2014年在过去的10年中思派不断的扩大自身网络成长为中国领先的医疗科技及健康管理公司借助强大的技术平台及数据赋能的移民能力 致力于将中国医疗健康系统的患者、医生、医疗机构、制药公司及支付方联系起来通过和健康险公司、医药创新企业以及专家网络的深入合作为中国人提供更好的医疗健康服务和更全面的医疗支付方案四派健康目前经营三条主要的业务线分别为健康保险业务、医生研究协助及特药药房业务 2022年12月23日斯派在港交所主板上市我们的股票代号是0314那在三个业务板块的方面呢首先我们看健康宝对岸健康保险的服务业务收入贡献最小在2023财年为1.62亿人民币占比是3.4%但这一块的业务带来了最高的毛利率达到64.2%毛利占比达到25% 我们的健康保险业务由两项子业 ...

Summary of the Conference Call Company and Industry Involved - The conference call involved Huayi Brothers and the health industry, specifically focusing on the collaboration with Le Yuan Zhong. Core Points and Arguments - The meeting was hosted by Huayi Brothers' analyst, Qin Jiawei, indicating a focus on strategic insights for investors [1]. - Julia, presumably a key executive, was invited to provide a business update, suggesting a significant emphasis on operational performance and future strategies [1]. Other Important but Possibly Overlooked Content - The presence of investment leaders from the health sector indicates a potential interest in cross-industry collaboration and investment opportunities [1]. - The format of the meeting suggests an interactive approach, allowing for direct engagement between investors and company representatives, which may enhance transparency and investor confidence [1].

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 Make Life Healthier 2023 Annual Report 年 報 ANNUAL REPORT 2023 年報 CONTENT 目錄 | Corporate Information | 公司資料 | 2 | | --- | --- | --- | | Financial Summary | 財務概要 | 5 | | Management Discussion and Analysis | 管理層討論及分析 | 6 | | Biographies of Directors and Senior Management | 董事及高級管理層 | 26 | | Report of Directors | 董事會報告 | 31 | | Corporate Governance Report | 企業管治報告 | 80 | | Environm ...

研究报告Research Report 9 Apr 2024 思派健康 Medbanks (314 HK) 2023 年业绩点评：业绩符合预期，亏损大幅收窄，看好 24 年健康保险业务发展 2023FY Review: Results In-Line with Loss Narrowed, Positive with 2024 Health Insurance Business [观Ta点bl聚e_焦yem Inevie1s] tment Focus [Tab维le_持Inf优o] 于大市Maintain OUTPERFORM (Please see APPENDIX 1 for English summary) 事件 评级 优于大市OUTPERFORM 现价 HK$6.08 公告：全年收入 47.12 亿元 （ +14.4%），毛利率 8.8% （+0.6pcts），经调整净利润亏损 1.5 亿元，净利润亏损 2.56 亿 目标价 HK$11.71 元。 HTI ESG 5.0-5.0-5.0 点评 E-S-G: 0-5, (Please refer to the Appendix for ESG comm ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Sipai Health Technology Co., Ltd. 思派健康科技有限公司 （於開曼群島註冊成立的有限公司） （股份代號：0314） 截至2023年12月31日止年度的 年度業績公告 | --- | --- | --- | --- | |------------------|------------|-------------------|----------------| | | | | | | | | | | | | 截至 | 12 月 31 日止年度 | | | | 2023 年 | 2022 年 | 同比變動 | | | 人民幣千元 | 人民幣千元 | (%) | | 收入 | 4,712,107 | | 4,119,478 14.4 | | 特藥藥房業務 | 4,188,080 | | 3,661,809 14.4 | | 醫生研究協助業務 | 361,781 | | 319,4 ...

Sipai Health Technology Co., Ltd. 思派健康科技有限公司 (A company incorporated in the Cayman Islands with limited liability) (於開曼群島註冊成立的有限公司) Stock code 股份代號 : 0314 Interim Report 中期報告 CONTENT 目錄 | --- | --- | |--------------------------------------------------------------------------------------------|-----------------------------------| | | | | Corporate Information | 公司資料 | | Financial Summary | 財務概要 | | Management Discussion and Analysis | 管理層討論及分析 | | Other Information | 其他資料 | | Independent Auditor's Review Rep ...