2026年1月19日，美丽田园医疗健康(02373.HK，以下简称"美丽田园")发布2025年正面盈利预告。公司 预计2025年收入不少于30亿元，较2024年同期增长不少于16%；经调净利润不少于3.8亿元，同比增长 不少于40%；净利润不少于3.4亿元，同比增长不少于34%。 2025年，我们完成对行业第三大美容服务品牌思妍丽的收购，这是继收购奈瑞儿之后的又一重大举措。 至此，行业前三大品牌齐聚美丽田园麾下，集团门店网络迅速扩张，门店数量突破734家，在中国20个 一线及新一线城市的456家高端商业中占据"半壁江山"。 其二，内生增长势能强劲。美丽田园精准洞察高线城市女性"悦己消费"升级趋势，围绕客户美与健康核 心需求，有效推动同店收入逆势增长。凭借独特商业模式护城河优势，集团不断升级医疗业务能力， 2025 年高毛利医疗业务收入占比稳步提升；叠加精细化运营体系的持续提升，集团净利率水平稳步攀 升。 2025年11月，美丽田园正式官宣面向未来的三大超级战略——超级品牌、超级连锁、超级数字化，作为 美与健康行业领航者，与行业伙伴一起，重新定义高端美容服务，重塑美容行业价值新空间。 未来，集团将持续践行"内生 ...

Group 1: Major Developments - 康耐特光学 (02276) and 歌尔光学 plan to establish a joint venture to expand the application market for customized lenses in AI/AR/VR/MR glasses [1] - 圣贝拉 (02508) and 云迹科技 signed a strategic cooperation framework agreement to explore the deep integration and application of artificial intelligence and robotics in high-demand home care scenarios [1] - KKCG Maritime intends to initiate a voluntary conditional partial public acquisition offer to acquire 15.4% of 法拉帝 (09638) shares [1] - 远大医药 (00512) announced that the new drug application for the innovative radiolabeled drug TLX591-CDx has been accepted by the China National Medical Products Administration [1] - 艾美疫苗 (06660) received approval to conduct clinical trials for a 20-valent pneumococcal polysaccharide conjugate vaccine [1] - 中国东方航空股份 (00670) sold the 凯迪克大厦 in Shanghai and related assets to 东航置业 for approximately 134 million yuan [1] - 佑驾创新 (02431) signed a memorandum of understanding with India's leading automotive parts manufacturer STL [1] - 南山铝业国际 (02610) plans to develop electrolytic aluminum and related raw materials and supporting businesses [1] Group 2: Financial Performance - 顺丰控股 (06936) reported a total revenue of 27.339 billion yuan from its express logistics, supply chain, and international businesses in December, representing a year-on-year increase of 3.41% [2] - 美丽田园医疗健康 (02373) issued a profit warning, expecting adjusted net profit for 2025 to be no less than 380 million yuan, a year-on-year increase of at least 40% [2] - 中国太平 (00966) issued a profit warning, anticipating a year-on-year increase of approximately 215% to 225% in shareholder profit for the 2025 fiscal year [2] - 吉宏股份 (02603) issued a profit warning, expecting a net profit attributable to shareholders of approximately 273 million to 291 million yuan for 2025, a year-on-year increase of 50% to 60% [2] - 兖煤澳大利亚 (03668) reported a fourth-quarter coal sales volume of 10.8 million tons, a year-on-year increase of 4% [2] - 兖矿能源 (01171) reported a fourth-quarter commodity coal production of 46.51 million tons, a year-on-year increase of 4.4% [2] - 深圳控股 (00604) projected a total contract sales amount of approximately 13.311 billion yuan for 2025, a year-on-year decrease of 21.55% [2] - 上海石油化工股份 (00338) issued a profit warning, expecting a net loss attributable to shareholders of approximately 1.289 billion to 1.576 billion yuan for 2025, indicating a shift from profit to loss [2] - 上海石油化工股份 (00338) reported gasoline sales revenue of 24.656 billion yuan for 2025 [2]

公告称，集团将持续践行"内生增长+外延收购"双轮驱动策略，持续深化"双美+双保健"的商业模式，随 着集团资本市场价值提升计划的落地实施，为客户、员工和股东创造可持续的共赢未来。 美丽田园医疗健康(02373)公布，该集团预期2025年实现收入不少于人民币30亿元，较2024年同期相比 增长不少于16%;经调整净利润不少于人民币3.8亿元，较2024年同期相比增长不少于40%;净利润不少于 人民币3.4亿元，较2024年同期相比增长不少于34%。 董事会认为业绩提升乃主要由于以下原因：1)外延扩张加速：作为行业龙头加速行业整合进程，收购中 国美容行业排名第二的品牌奈瑞儿，提升市场占有率，增厚集团营收与利润。2)内生增长强劲：品牌势 能扩大，客户数量增长推动内生收入增长，以及高毛利医疗业务收入占比提高，叠加精细化运营效能释 放，共同驱动利润率进一步增长。 ...

公告称，集团将持续践行"内生增长+外延收购"双轮驱动策略，持续深化"双美+双保健"的商业模式，随 着集团资本市场价值提升计划的落地实施，为客户、员工和股东创造可持续的共赢未来。 智通财经APP讯，美丽田园医疗健康(02373)公布，该集团预期2025年实现收入不少于人民币30亿元，较 2024年同期相比增长不少于16%; 经调整净利润不少于人民币3.8亿元，较2024年同期相比增长不少于 40%; 净利润不少于人民币3.4亿元，较2024年同期相比增长不少于34%。 董事会认为业绩提升乃主要由于以下原因：1) 外延扩张加速：作为行业龙头加速行业整合进程，收购 中国美容行业排名第二的品牌奈瑞儿，提升市场占有率，增厚集团营收与利润。 2) 内生增长强劲：品 牌势能扩大，客户数量增长推动内生收入增长，以及高毛利医疗业务收入占比提高，叠加精细化运营效 能释放，共同驱动利润率进一步增长。 ...

格隆汇1月19日丨美丽田园医疗健康(02373.HK)公告，根据对集团截至2025年12月31日止年度(「报告期 间」)之未经审核综合管理账目之初步评估及董事会现时可得资料，集团预期录得以下财务业绩：(i)收 入不少于人民币30亿元，较2024年同期相比增长不少于16%；(ii)经调整净利润不少于人民币380百万 元，较2024年同期相比增长不少於40%；及(iii)净利润不少于人民币3.4亿元，较2024年同期相比增长不 少于34%。 ...

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 部份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。 Beauty Farm Medical and Health Industry Inc. 美麗田園醫療健康產業有限公司 * （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：2373） 正面盈利預告 本公告由美麗田園醫療健康產業有限公司（「本公司」，連同其附屬公司統稱「本集 團」）根據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09(2)條及香港 法例第571章證券及期貨條例第XIVA部的內幕消息條文（定義見上市規則）刊發。 * 僅供識別 – 1 – (i) 收入不少於人民幣30億元，較2024年同期相比增長不少於16%； (ii) 經調整淨利潤不少於人民幣380百萬元，較2024年同期相比增長不少於40%； 及 (iii) 淨利潤不少於人民幣340百萬元，較2024年同期相比增長不少於34%。 本集團成立三十二年以來，始終引領美與健康行業的發展，現已發展成為中 ...

Core Viewpoint - The report from CITIC Securities indicates a gradual recovery in high-end consumption in China since Q3 2025, driven by the wealth effect from rising stock markets, with positive signs from international luxury brands and high-end retail properties [1] Group 1: Recovery Indicators - International luxury brands have shown signs of recovery since Q2 2025, with revenue growth returning in the Asia-Pacific region by Q3 2025 [2] - High-end retail properties in China began to recover at the end of 2024 and early 2025, with improved occupancy rates and sales, particularly in top luxury malls [2] - The global luxury market also entered a recovery phase starting Q3 2025 [2] Group 2: Investment Opportunities in High-End Consumption - The recovery of high-end consumption is influenced by factors such as the proportion of VIC (Very Important Customer) groups, the sequence of consumption based on wealth increase, the elasticity of supply, and consumption trends [3] - Categories with strong initial demand, driven by social status and identity needs, are expected to recover first, while categories with a high proportion of VIC customers and good supply conditions will show more sustained growth [3] - The fastest-growing segments in the luxury market from 2019 to 2025 include luxury cruises, private jets, high-end dining, personal luxury goods, luxury hotels, and high-end home goods [3] Group 3: Recommended Investment Targets - The report recommends focusing on luxury jewelry and leather goods, high-end domestic beauty products, and high-end outdoor sports [4] - Specific companies to watch include gold and jewelry brands like Lao Pu Gold and Chow Tai Fook, beauty brands like Mao Ge Ping, and sportswear brands like Anta Sports [4] - Other areas of interest include high-end commercial real estate, high-end residential real estate, gaming, private aviation, high-end tourism and dining, and premium liquor [4]

Group 1 - The article reports on share buybacks conducted by various companies on January 12, 2026, with Tencent Holdings (00700) having the largest buyback amount of 636 million yuan for 1.024 million shares [1][2] - Other notable companies involved in the buyback include Geely Automobile (00175) with 9.007 million shares repurchased for 151 million yuan, and Sunny Optical Technology (02382) with 1.24 million shares for 79.34 million yuan [1][2] - The total number of shares repurchased by Tencent represents 1.188% of its total share capital, while Geely's buyback accounts for 0.438% of its total share capital [2] Group 2 - The buyback activities reflect a trend among companies to return capital to shareholders, with some companies like Antong Oilfield Services (03337) and Weigao Group (01066) showing significant percentages of their total share capital being repurchased, at 2.460% and 6.459% respectively [2][3] - Companies such as Vitasoy International (00345) and Keep (03650) also participated in the buyback, with their repurchase amounts being 432,600 yuan and 28,900 yuan respectively, indicating a diverse range of companies engaging in this practice [3] - The data suggests a strategic move by these companies to enhance shareholder value and potentially stabilize their stock prices amid market fluctuations [1][2]

格隆汇1月12日丨美丽田园医疗健康(02373.HK)公告，1月12日耗资49.5万港元回购1.95万股。 ...

智通财经APP讯，美丽田园医疗健康(02373)公布，2026年1月12日耗资49.465万港元回购1.95万股股份。 ...