中国平安的这次团队调整并非公司"撤离"上海，上海作为其第二总部定位从未改变。 接近中国平安的人士表示，上海是中国平安的核心枢纽之一，尤其在资产管理和资金运用方面意义重 大。作为国内最大的保险资管公司之一，平安资管总部设在上海，管理资产规模超过5.8万亿元，在养 老金、固定收益、股权投资等领域均保持领先。平安产险、寿险、养老险、健康险四大保险公司的投资 管理职能也集中在上海，形成了统一的资金运用和配置平台，堪称集团的"资金中枢"。 中国平安的后援服务中心和科技后援中心也同样设立在上海。2006年，中国平安在张江建立国内首个综 合金融后援中心，将全国3000多家分支机构的后台作业集中，开创了"金融工厂"模式。如今演进为平安 金服，总部设在上海张江，成为中国平安集团全球后援与共享中心，全年服务客户超过6.7亿次，规模 为亚洲之最。 近日，有消息称，平安人寿总公司原在上海办公的员工将南迁深圳。平安人寿表示，出于《公司法》等 监管要求，公司注册地需与办公场所一致，部分在上海办公的员工需回迁至深圳总部集中办公，公司将 保障员工合法权益。 该消息一出，引发了市场上一些关于中国平安要搬离上海的讨论。 据第一财经记者从中国平安 ...

9月13至14日，第二届数智健康学术会议在北京隆重举办。会上，中国疾病预防控制中心慢性非传染性 疾病预防控制中心（以下简称"中国疾控中心慢病中心"）与平安健康医疗科技有限公司（股票简称"平 安好医生"）联合重磅发布《数字化体重管理研究报告》（以下简称"蓝皮书"/"报告"）。 据悉，该研究报告是国家卫健委联合多部门启动"体重管理年"三年行动计划后的首部体重管理蓝皮书， 本次会议邀请国家卫健委、中华预防医学会、省级疾控机构、三级甲等公立医院及大医疗健康生态企业 从业者等千余名嘉宾参与。与会期间，平安好医生作为唯一国内领先的互联网医疗服务平台，参与全 国"体重管理中心建设规范"团体标准（以下简称"团体标准"）启动建设，共推数智化体重管理产业升 级。 AI赋能体重管理：双平台模式获实效验证 平安好医生作为平安集团医疗养老生态圈核心组成部分，依托"数据+模型+场景"闭环优势，推 出"7+N+1"医疗AI产品体系。包括AI家庭医生、AI健管师、AI慢病管理师、AI健康福利官等的技术应 用，不仅可提升服务效率，更为用户带来个性化的体重管理方案，以实际行动积极响应《"体重管理 年"活动实施方案》政策要求。未来，平安好医生将以 ...

AI赋能体重管理：双平台模式获实效验证 随着百姓生活水平的改善，我国肥胖患病率迅猛攀升。据统计，我国18岁及以上居民超重率、肥胖率分别达34.3%和 16.4%。政策的推动与公众健康意识的提升，促进了体重管理市场的快速发展。与过去盲目减肥的方法不同，现代体重管理正 朝着智能化、健康化和科学化的方向迈进，强调以个体的健康需求为核心，实现有效的体重控制和管理。 据悉，该蓝皮书以"人工智能+远程管理"双轮驱动，深度融合国家"体重管理年"所倡议的"全民健康、体重先行"理念，重新 构建了科学、可复制的主动健康服务新模式，为推进健康中国慢性病防控工作提供了前瞻性示范。该报告基于超1.3万用户真实 脱敏数据，通过21天训练营的短期集训和3-6个月的长效监测，系统验证数智化体重管理的实效性与可持续性。 建设团体标准：助力体重管理行业规范化发展 9月13日-14日，第二届数智健康学术会议在北京隆重举办。会上，中国疾病预防控制中心慢性非传染性疾病预防控制中心 （以下简称"中国疾控中心慢病中心"）与平安健康医疗科技有限公司（股票简称"平安好医生"）联合重磅发布《数字化体重管 理研究报告》（以下简称"蓝皮书""报告"）。据悉，该研究 ...

其核心创新在于"AI+远程"双平台管理模式，以"平安金管家"App与"企业微信"为双平台，适配不同用 户需求：短期（21天训练营）看，平安金管家App更适合减重冲刺，用户减重达标率显著更高；长期 （3-6个月持续管理）看，企业微信依托社群互助，减重维持效果更优，印证社群模式对体重管理可持 续性的关键作用。同时，AI餐食点评在效果媲美人工，可显著降低服务成本，提升用户餐食打卡积极 性，形成"科技+专业"高效闭环。从效果来看，21天训练营期间，用户平均减重超1.5kg，超重/肥胖人群 占比下降8%，六成用户实现减重目标；结营后3-6个月的长期随访证实该模式具备良好维持效果，进一 步证实数智化干预的长期价值。用户调研中，餐食点评、健管师及时响应和社群支持成为最受欢迎服 务，超八成用户以"减重塑形"为核心诉求。 技术创新日益在现代体重管理提到愈发重要的作用。通过AI技术，可以动态精准制定体重管理方案， 并通过数据挖掘与分析，实现对患者体重的监督管理。此外，数字化体重管理工具的开发也是行业创新 的重要方向。业内专家认为，该蓝皮书不仅为国家"体重管理年"提供落地实践范本，也为行业提供了标 准化、规模化的数字健康路径，助力 ...

Market Overview - The market initially showed excitement during the military parade but closed down by 0.60% [1] - The parade showcased significant military assets, including various types of missiles and advanced weaponry, enhancing national security and deterrence capabilities [1] - Despite the positive sentiment from the parade, the stock market struggled, with military-related stocks like China Shipbuilding Defense (00317) dropping nearly 9% [2] Gold and Pharmaceuticals - The World Gold Council is seeking to introduce a digital form of gold, potentially transforming the $900 billion physical gold market [3] - Gold prices reached historical highs, with spot gold rising 1.64% to $3532.405 per ounce and COMEX gold futures up 1.51% to $3599.5 per ounce [3] - Pharmaceutical stocks also saw gains, with companies like Heng Rui Pharmaceutical (01276) and SiHuan Pharmaceutical (00460) rising over 8% [3] Robotics Sector - Yushutech announced plans to submit an IPO application by late 2025, with significant revenue growth reported by MicroPort Robotics (02252) [4] - MicroPort's revenue for the first half of the year reached 1.76 billion RMB, a 77% increase year-on-year, driven by overseas market expansion [4] - The robotics sector is seeing increased investment, with Shou Cheng Holdings (00697) investing further in humanoid robotics [5] Solid-State Battery Market - China's solid-state battery shipments are projected to reach 7 GWh in 2024, with expectations of 18 GWh by 2027 and 30 GWh by 2028 [6] - The market is seeing advancements in semi-solid state batteries, which are now entering mainstream pricing [6] Solar Glass and Power Generation - Xinyi Solar (00968) reported a 17.5% increase in solar glass sales volume, despite a 6.5% decline in revenue for the first half of 2025 [7] - The company's solar power generation business achieved revenue of 1.438 billion RMB, a slight increase of 0.7% year-on-year, with a gross margin of 63.5% [8] - The solar glass sector is adjusting to supply-demand imbalances, leading to a new round of production cuts [8]

Group 1 - A total of 91 stocks reached a 52-week high as of September 3, with the top three being Brightsun Holdings (08603), Hualian International (00969), and Shuoao International (02336), achieving high rates of 109.42%, 59.09%, and 45.10% respectively [1] - Brightsun Holdings closed at 2.100, with a peak price of 4.000, marking a significant increase of 109.42% [1] - Hualian International and Shuoao International also showed strong performance, closing at 0.250 and 0.212, with peak prices of 0.350 and 0.370, reflecting increases of 59.09% and 45.10% respectively [1] Group 2 - Other notable stocks that reached new highs include Tianrui Automotive Interior (06162) with a high rate of 26.58%, and Saint Noble Pharmaceuticals - B (02257) with a high rate of 24.40% [1] - International Commercial Settlement (00147) and Clover Biotech - B (02197) also performed well, achieving high rates of 24.07% and 23.44% respectively [1] - The data indicates a strong upward trend in the stock market, with several companies showing significant growth in their stock prices [1] Group 3 - The report also highlights stocks that reached 52-week lows, with Ronghui Holdings (08213) showing the largest decline at -13.79% [3] - Other companies experiencing declines include Global Friendly Drink Smart (08496) and Junan Holdings (01559), with decreases of -6.12% and -5.97% respectively [3] - The presence of both high-performing and low-performing stocks suggests a mixed market environment, indicating varying levels of investor confidence across different sectors [3]

港股互联网医疗股拉升，其中，平安好医生一度涨超16%表现十分抢眼，且再度刷新阶段新高，方舟健 客盘中涨至9%，阿里健康涨超3%，叮当健康涨2.5%，京东健康涨1.1%。 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 01833 | 平安好医生 | 22.740 8.39% | | 06086 | 方舟健客 | 4.220 6.03% | | 00241 | 阿里健康 | 6.310 3.27% | | 09886 | 叮当健康 | 0.810 2.53% | | 06618 | 京东健康 | 63.750 1.11% | 消息上，过去一段时间来，平安好医生、阿里健康、京东健康、微医等纷纷押注AI。一方面是有着AI 基因的平台给资本更大的想象空间。另一方面，从自身来看，AI让这些平台从卖药、卖广告、卖挂号 三大低毛利场景里挣脱出来。政策层面来看，人工智能辅助诊断被国家医保局列入价格构成。业内普遍 认为，在下一个十年里，AI 将改写医疗行业的成本结构、服务半径和商业模式。 ...

Summary of Key Points Core Viewpoint - As of September 1, a total of 110 stocks reached their 52-week highs, with notable performances from Hejia Holdings (33.33%), International Commercial Settlement (30.00%), and Xinjiang Xinmin Mining (24.16%) [1]. 52-Week Highs - Hejia Holdings (00704) closed at 0.217 with a peak of 0.280, achieving a high rate of 33.33% [1]. - International Commercial Settlement (00147) reached a closing price of 0.430 and a high of 0.455, marking a 30.00% increase [1]. - Xinjiang Xinmin Mining (03833) had a closing price of 1.770 and a peak of 1.850, resulting in a 24.16% high rate [1]. - Other notable stocks include: - Shuoao International (02336) at 22.38% [1] - Sanleaf Bio-B (02197) at 16.00% [1] - Wanka Yilian (01762) at 13.08% [1] 52-Week Lows - INTL Genius (00033) recorded a low rate of -14.89% with a closing price of 0.410 [3]. - Junan Holdings (01559) saw a decline of -14.10%, closing at 0.069 [3]. - Other significant declines include: - Kuangshi Fragrance (01925) at -8.41% [3] - Baida Group Holdings (08179) at -8.33% [3] - Shimao Group (00813) at -7.58% [3]

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8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 平安健康醫療科技有限公司 呈交日期: 2025年9月1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) | 01833 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | 本月底法定/ ...

Group 1: Market Overview - US stock market declined last Friday due to persistent high inflation data, limiting the prospects for interest rate cuts, leading to a drop in major indices [1] - The US dollar weakened, while the yield on the US ten-year treasury rose to 4.23%, gold prices remained strong, and oil prices fluctuated downwards [1] - Hong Kong stocks are expected to open higher following the positive performance of pre-market securities, with the market continuing to hover around the 25,000-point level [1] Group 2: Company Performance - Ping An Good Doctor (1833) reported total revenue of 2.502 billion RMB for the first half of the year, a growth of 19.5% [2] - Adjusted net profit reached 165 million RMB, marking an increase of 83.6%, with a gross margin of 33.6%, up 1.4 percentage points from the same period last year [2] - The company deepened collaboration with Ping An Group hospitals, with F-end revenue growing by 28.5% to 1.433 billion RMB and a paid user base of approximately 20 million, up 34.6% [2] Group 3: Business Segments - B-end enterprise business revenue increased by 35.2% to 527 million RMB, serving over 3,500 paid enterprise clients, a growth of 37.2% [2] - The number of B-end paid users exceeded 3.6 million, reflecting a growth of 39.2% [2] - The company launched a "7+N+1" medical AI product system, with AI-assisted consultation accuracy at approximately 98% and complex disease MDT treatment plan accuracy near 80% [2] Group 4: Future Outlook - The user base for family doctor rights exceeded 35 million, with an average usage frequency of 5 times per year [2] - Home care services have expanded to cover 85 cities nationwide, adding 10 new cities since the end of last year [2] - The synergistic effects with Ping An in financial and business channels continue to expand, driving strong revenue growth, and the integration of artificial intelligence further supports margin expansion, indicating a positive outlook for the company [2]