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，概不就因本公告全部或任何部分內容所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Jiangxi Rimag Group Co., Ltd 江西一脈陽光集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2522） 截至2025年6月30日止六個月的中期業績公告 董事會欣然宣佈本集團截至2025年6月30日止六個月的未經審核簡明綜合中期業 績，連同截至2024年6月30日止六個月的比較數字。 財務摘要 | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | | | 2025年 | 2024年 | 同比變動 | | | 未經審核 | 未經審核 | | | | 人民幣千元 | 人民幣千元 | | | 收入 | 467,049 | 413,713 | 12.9% | | 毛利 | 137,246 | 159,659 | -14.0% | | 期內溢利 | 15,834 | 962 | 1,545.9% | | 本公司擁有人應佔期 ...

Core Viewpoint - Yipai Sunshine (02522) has seen a significant stock price increase, with a rise of nearly 14% and a current price of 22.2 HKD, driven by positive earnings expectations and strong market performance [1] Financial Performance - The company is expected to report mid-year revenue between 450 million to 480 million RMB, reflecting a year-on-year growth of approximately 8.77% to 16.03% [1] - Projected net profit is estimated to be between 14.5 million to 16.5 million RMB, indicating a substantial year-on-year increase of approximately 1350% to 1550% [1] Business Growth Drivers - The increase in revenue is attributed to a rise in both the number of clients and the services delivered by the company [1] - The significant growth in net profit is primarily due to increased revenue compared to the same period in 2024 and a reduction in administrative expenses [1] Industry Position - Yipai Sunshine is recognized as a leading player in the domestic medical imaging service sector, with a steady expansion strategy [1] - The company is developing smart imaging comprehensive solutions in the AI era, facilitating data monetization and application pathways [1] - There is a positive outlook on the company's long-term development potential as noted by Guosen Securities [1]

Core Viewpoint - The company Yipai Yangguang (02522) has seen a significant stock price increase, rising nearly 14% and currently trading at 22.2 HKD, with a trading volume of 1.016 billion HKD. The upcoming board meeting on August 18 is set to approve the mid-year performance, with projected revenue and profit showing substantial growth compared to the previous year [1]. Financial Performance - The company expects revenue for the first half of the year to be between 450 million to 480 million RMB, representing a year-on-year growth of approximately 8.77% to 16.03% [1]. - Projected net profit is estimated to be between 14.5 million to 16.5 million RMB, indicating a remarkable year-on-year increase of approximately 1350% to 1550% [1]. Business Growth Drivers - The increase in revenue is attributed to a rise in the number of clients and the services delivered by the company [1]. - The significant growth in net profit is primarily due to the increase in revenue compared to the same period in 2024 and a reduction in administrative expenses [1]. Industry Position - Yipai Yangguang is recognized as a leading player in the domestic medical imaging service sector, with a steady expansion strategy [1]. - The company is developing smart imaging comprehensive solutions in the AI era, facilitating data monetization and application pathways, which enhances its long-term growth potential [1].

Core Viewpoint - The company Yipai Yangguang (02522) has seen a significant stock price increase of nearly 14%, currently trading at 22.2 HKD with a transaction volume of 1.016 billion HKD, ahead of its upcoming board meeting to approve mid-year results [1] Financial Performance - The company expects its revenue for the first half of the year to be between 450 million to 480 million RMB, representing a year-on-year growth of approximately 8.77% to 16.03% [1] - Projected net profit is estimated to be between 14.5 million to 16.5 million RMB, indicating a substantial year-on-year increase of approximately 1350% to 1550% [1] Business Growth Factors - The increase in revenue is attributed to a rise in both the number of clients and the services delivered by the company [1] - The significant growth in net profit is primarily due to the increase in revenue compared to the same period in 2024 and a reduction in administrative expenses [1] Industry Position - Yipai Yangguang is recognized as a leading player in the domestic medical imaging service sector, with a steady expansion strategy [1] - The company is developing intelligent imaging comprehensive solutions in the AI era, facilitating data monetization and application pathways [1] - There is a positive outlook on the company's long-term development potential as noted by Guosen Securities [1]

Group 1 - The core viewpoint highlights the significant stock performance of HeartFlow and RadNet, which serves as a reference for the Hong Kong company Yimai Yangguang in the same medical imaging sector [1][2] - Yimai Yangguang's stock price increased by over 8% in early trading, reflecting positive market sentiment influenced by the performance of its peers [1] - HeartFlow's stock surged by 74.9% to a peak of $33.24, achieving a market capitalization of $2.698 billion, while RadNet reached a historical high of $68.41 with a total market value of $5.26 billion [1] Group 2 - Yimai Yangguang operates in the third-party medical imaging sector, differentiating itself through a combination of traditional service sharing and an AI data ecosystem [2] - The company announced a positive earnings forecast for the first half of 2025, projecting revenue between 450 million to 480 million yuan, representing a year-on-year growth of 8.8% to 16% [2] - Net profit is expected to be between 14.5 million to 16.5 million yuan, indicating a substantial year-on-year increase of 1350% to 1550%, marking a significant milestone following its first profitable year in 2023 [2]

Core Insights - The stock of Yimai Sunshine (02522) surged over 8% in early trading, reaching a price of HKD 18.74, with a trading volume of HKD 216 million, following the strong performance of HeartFlow and RadNet in the U.S. market [1] Group 1: Company Performance - Yimai Sunshine is positioned in the same third-party medical imaging sector as RadNet and HeartFlow, but has adopted a differentiated development path through a combination of traditional service sharing models and AI data ecosystems [2] - The company announced a positive earnings forecast on August 4, projecting revenue for the first half of 2025 to be between RMB 450 million and RMB 480 million, representing a year-on-year growth of 8.8% to 16% [2] - Yimai Sunshine expects net profit to be between RMB 14.5 million and RMB 16.5 million, indicating a substantial year-on-year increase of 1350% to 1550% [2] Group 2: Market Context - HeartFlow's stock price increased by 74.9% to a peak of USD 33.24, with a market capitalization of USD 2.698 billion, just four days after its IPO [1] - RadNet also reached a historical high of USD 68.41, with a total market capitalization of USD 5.26 billion, providing a valuable reference for Yimai Sunshine in the Hong Kong market [1]

Core Viewpoint - The global medical imaging sector is undergoing a collective revaluation, driven by the acceleration of AI transforming from a technological concept into commercial value and clinical efficiency [1][5]. Group 1: Company Performance - HeartFlow's stock surged to a high of $33.24, a 74.9% increase from its IPO price of $19, achieving a market capitalization of $2.698 billion [1]. - RadNet's stock reached a historical high of $68.41, with a total market value of $5.26 billion [1]. - RadNet is the largest independent imaging center operator in the U.S., with over 380 centers and projected revenue of $1.83 billion in 2024, alongside a net profit of $38.84 million [2]. Group 2: AI Integration and Business Model - RadNet's growth is attributed to AI commercialization and acquisitions, while HeartFlow showcases AI's disruptive potential in specialized imaging [2]. - One Medical Sunshine (一脉阳光) differentiates itself through a "traditional service sharing model + AI data ecosystem," indicating a unique development path [2]. - One Medical Sunshine operates 106 imaging centers across 16 provinces, with an annual scanning volume exceeding 10 million [3]. Group 3: Financial Projections - One Medical Sunshine expects revenue of 450-480 million yuan for the first half of 2025, representing a year-on-year growth of 8.8%-16% [2]. - The company anticipates a net profit of 14.5-16.5 million yuan, a significant increase of 1350%-1550% year-on-year [2]. Group 4: Market Potential and Valuation - The U.S. third-party imaging penetration rate is 40-50%, with a growth rate of less than 5%, while China's penetration is only about 1%, with a projected market size of 18.6 billion yuan by 2030 and a compound annual growth rate of 30.7% [5]. - One Medical Sunshine's market capitalization of 6.3 billion HKD is significantly undervalued compared to its business scale and market potential, with a price-to-book ratio of 4.045, lower than the industry average [4]. - The company is positioned to benefit from the explosive growth potential in the Chinese market, with a unique combination of profitability and scarce licenses in the third-party imaging sector [5].

Core Insights - The global medical imaging sector is undergoing a collective revaluation, driven by the integration of AI into clinical efficiency and commercial value [1] - HeartFlow and RadNet's strong stock performance highlights the market's recognition of the "AI + medical imaging" narrative as a key driver for redefining industry value [1][2] - The performance of these companies serves as a valuable reference for Hong Kong-based company Yimai Sunshine in the same sector [1] Company Performance - RadNet operates over 380 imaging centers across 8 states in the U.S., projecting 2024 revenue of $1.83 billion and a net profit of $38.84 million [2] - HeartFlow's AI platform significantly reduces patient risk and medical costs by accurately assessing coronary artery narrowing without invasive procedures, marking its transition from technical validation to commercial explosion [2] - Yimai Sunshine is expected to report a revenue of 450-480 million yuan for the first half of 2025, reflecting a year-on-year growth of 8.8%-16% and a net profit increase of 1350%-1550% [2] Business Model and Strategy - Yimai Sunshine differentiates itself through a "store-service-data-AI" integrated model, which is more comprehensive than RadNet and HeartFlow's approaches [3][4] - The company operates 106 imaging centers, covering 16 provinces in China, with an annual scanning volume exceeding 10 million [3] - Yimai Sunshine's AI initiative, "Yinghe Yimai," aims to launch a global first medical imaging foundation model by January 2025, with expected AI reading accuracy above 95% [4] Market Potential - The U.S. third-party imaging market penetration is around 40-50% with a growth rate of less than 5%, while China's penetration is only about 1%, with a projected market size of 18.6 billion yuan by 2030 and a compound annual growth rate of 30.7% [5] - Yimai Sunshine's current market valuation of 6.3 billion HKD is significantly lower than its business scale and market potential, suggesting a potential undervaluation compared to its U.S. counterparts [4][5] - The company is positioned to capitalize on the explosive growth potential in the Chinese market, which is 15 times larger than the U.S. in terms of growth opportunities [5]

格隆汇8月6日丨一脉阳光(02522.HK)宣布，董事会会议将于2025年8月18日（星期一）举行，藉以（其 中包括）考虑及批准公司及其附属公司截至2025年6月30日止六个月的中期业绩及其发布，并考虑建议 派发中期股息（如有）。 ...

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，概不就因本公告全部或任何部分內容所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Jiangxi Rimag Group Co., Ltd. 江西一脈陽光集團股份有限公司 江西一脈陽光集團股份有限公司 董事長、執行董事兼行政總裁 陳朝陽先生 香港，2025年8月6日 於本公告日期，董事會包括執行董事陳朝陽先生、何英飛女士、馮勰先生及李飛 宇先生；非執行董事劉森林先生及郭濤先生；及獨立非執行董事吳曉輝先生、羅 毅先生及陳伊菲女士。 （股份代號：2522） 董事會會議日期 江西一脈陽光集團股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事 會會議將於2025年8月18日（星期一）舉行，藉以（其中包括）考慮及批准本公司及 其附屬公司截至2025年6月30日止六個月之中期業績及其發佈，並考慮建議派發 中期股息（如有）。 承董事會命 （於中華人民共和國註冊成立的股份有限公司） ...