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Core Viewpoint - The announcement from Health Road (02587) marks a significant transition from a strategic investment phase to a value harvesting phase, with projected revenue of at least RMB 1.5 billion for the fiscal year 2025, representing over 25% year-on-year growth, and a net profit of at least RMB 50 million, indicating a historic turnaround [1] Group 1: Revenue and Profit Growth - The company expects its information technology services revenue to rise from RMB 296 million in 2024 to at least RMB 350 million in 2025, driven by the launch of big data technology services and AI products [1] - Health Road's AI software products are projected to contribute approximately RMB 30 million in scaled revenue by 2025, marking the transition of its AI strategy from concept validation to commercialization [1] Group 2: AI and Operational Efficiency - Health Road has developed a "digital employee" model that effectively addresses efficiency pain points in the healthcare industry, allowing for significant operational cost reductions [2] - The AI assistant for doctors reduces administrative burdens, while the AI health manager provides low-cost chronic disease management and reminders for patients, enhancing operational efficiency [2] Group 3: Market Opportunities - The shift of pharmaceutical companies' marketing budgets towards digital channels opens up a market potential estimated between RMB 800 billion to 1 trillion, as traditional marketing models face systemic upgrades [2] - Health Road's extensive network, connecting over 12,000 hospitals and more than 900,000 registered doctors, positions it as a natural platform for capturing this budget transition [3] Group 4: Content Services and Growth Drivers - The company's content services revenue is expected to surge from RMB 577 million in 2024 to at least RMB 800 million in 2025, becoming a core driver of sustained revenue and profit growth [3] - The implementation of tiered diagnosis and treatment policies and the push for digital health services in county-level medical institutions create a solid foundation for long-term growth [3] Group 5: Strategic Positioning and Future Outlook - Health Road is positioned as a foundational infrastructure in the digital healthcare sector, with a unique dual-end model that enhances its market valuation potential [4] - The anticipated profit turnaround in 2025 is seen as the beginning of value release, with AI technology expected to penetrate more specialized disease management areas and county-level scenarios [4]

智通财经APP了解到，在数字医疗行业普遍面临"AI落地难、变现难"的困境之时，健康之路自主研发的 AI软件产品在2025年即贡献约3000万元规模化收入，标志着健康之路的AI战略已从概念验证阶段正式 迈入商业化阶段。 得益于大数据技术服务及AI产品的推出，健康之路信息技术服务板块收入预计从2024年的2.96亿元攀升 至2025年的不少于3.5亿元。据智通财经APP了解，健康之路AI业务之所以能迅速获得市场认可，核心 则在于其独特的"数字员工"模式精准击中了医疗行业的效率痛点。 2月12日，健康之路（02587）发布的一则盈喜公告，犹如一道分水岭，清晰地划定了健康之路从战略投 入期向价值收获期的跨越。 根据公告，公司预期2025财年录得收入不少于人民币15亿元，同比增长超25%，净利润更是实现不少于 人民币5000万元的历史性反转。若深入剖析这则盈喜公告，最令人瞩目的并非单纯的利润数字，而是其 背后高质量的收入结构变化，尤其是AI盈利能力的商业化验证。 不同于通用大模型的"军备竞赛"，健康之路选择了一条更为务实的垂直应用路径，即通过对沉淀二十余 年的海量医患交互数据进行深度学习，健康之路构建了具备"高智商、高 ...

Core Insights - A new "anchor point" in the global biopharmaceutical and digital health industry is emerging, with Open Evidence achieving a valuation of $12 billion in just 11 months, reflecting rapid market penetration [1][2] - Health Road (02587) in Hong Kong has transformed from a "registration tool" to an "AI-enabled medical ecosystem connector," mirroring Open Evidence's underlying logic and enhancing its commercial potential through a "Plus model" [1][2] Financial Performance - Health Road anticipates a revenue of at least RMB 1.5 billion for the full year of 2025, representing a year-on-year growth of at least 25%, with net profit expected to exceed RMB 50 million [1][5] - The company is projected to turn a profit in 2025, with a net profit recovery from a loss of RMB 269 million in 2024, driven by structural business changes and cost management [5][7] Business Model and Strategy - Both Open Evidence and Health Road focus on solving doctors' clinical efficiency pain points, establishing deep connections with healthcare professionals and leveraging vast amounts of medical interaction data [2][3] - Health Road's dual-end model, serving both doctors and patients, creates a comprehensive service ecosystem, enhancing its value ceiling and valuation potential compared to Open Evidence [3][4] Market Position and Competitive Advantage - Health Road's strong connection with the medical decision-making process allows it to capture a significant share of the pharmaceutical marketing budget transitioning to digital channels [3][4] - The company has developed a unique "doctor + assistant + AI" collaboration system, addressing the complexities of the Chinese healthcare system and enhancing its competitive moat [3][6] Growth Drivers - The digital marketing services, supported by a network of over 900,000 registered doctors, are becoming a key profit driver as pharmaceutical budgets shift towards high-quality academic content [5][6] - The real-world research (RWS) business is showing significant growth potential, with the company delivering hundreds of high-quality research reports to leading pharmaceutical companies [6][7] Future Outlook - 2025 is expected to be a pivotal year for Health Road, marking the commercialization of its AI business, with projected revenues of approximately RMB 30 million from AI software products [7] - As the company transitions from a traditional service provider to an AI-driven medical ecosystem platform, its valuation is anticipated to shift from "traditional service industry" to "AI platform enterprise" [7]

Core Viewpoint - Health Road (02587) has announced a positive earnings forecast for the fiscal year 2025, expecting revenue of at least RMB 1.5 billion, a year-on-year increase of at least 25%, and a net profit of at least RMB 50 million, marking a significant shift from a "scale-driven" to a "profit-driven" business model [1] Group 1: Financial Performance - The company anticipates a net profit exceeding RMB 40 million in the second half of 2025, indicating a substantial improvement in profitability compared to the first half [1] - Content service revenue is projected to grow from RMB 577 million in 2024 to at least RMB 800 million in 2025, driven by a decentralized offline model [2] - Information technology service revenue is expected to rise from RMB 296 million in 2024 to at least RMB 350 million in 2025, benefiting from efficient AI operations [2] Group 2: Business Model and Strategy - The shift to a profit-driven model is characterized by the integration of content services, information technology services, AI software products, and operational efficiency improvements [1] - The company has established a robust network connecting over 12,000 hospitals and more than 900,000 registered doctors, facilitating resource integration and innovative service models [2] - The successful commercialization of AI products, generating approximately RMB 30 million in revenue in its first year, marks a significant milestone in technology monetization [2] Group 3: Operational Efficiency - The proportion of operating expenses to revenue decreased from 29% in 2024, enhancing net profit margins [3] - The company is expected to experience a significant reduction in marginal customer acquisition costs as it reaches a critical mass of connected hospitals [3] - The dual-agent model of "medical assistant + health manager" is anticipated to lower labor costs for health management institutions, indicating strong internal growth capabilities [3] Group 4: Market Position and Growth Potential - Health Road is positioned for high growth following its transition to profitability, with increasing certainty in net profit realization [4] - The company's unique position in the digital healthcare sector is expected to enhance its investment value as AI technology becomes more deeply integrated [4]

2月12日，经历上市后第一个完整财务年度，健康之路(02587)向市场递交一份2025财年盈喜预告。 根据公告，公司预期2025全年收入不少于人民币15亿元，同比增长不少于25%，净利润不少于5000万 元，不仅成功跨越盈亏平衡，且实现净利润大幅增长。其中，2025年下半年实现净利润超4000万元，盈 利能力较上半年显著提升。 对于健康之路而言，这不仅是一份财务成绩单，更是其商业模式从"规模驱动"转向"盈利驱动"的标志性 转折点，"内容服务、信息技术服务、AI软件产品、运营效率提升"多点开花，向市场揭示了公司在数字 医疗行业后流量时代、AI驱动下的盈利新路径。 细分业务范畴来看，内容服务收入的稳步增长是此次公司业绩增长的首要动力。据智通财经APP了解 到，凭借"去中心化"的线下深耕模式，健康之路将派驻在三甲医院候诊区的医助服务与AI提效深度融 合，构建了一套无法被单纯流量逻辑攻破的数字化私域护城河。 这种爆发式增长并非偶然，而是源于公司此前对软件及数据集的持续追加投资。据智通财经APP了解 到，通过对海量医患互动语料和二十年就医场景数据的深度学习，健康之路成功将其"AI医生助理"打造 成为了行业典型案例。 随 ...

1)内容服务收入由2024年度的人民币5.77亿元增长至2025年度的不少于人民币8亿元，此增长源于根据 市场动态进行的战略调整，例如资源整合与新型服务模式。 2)信息技术服务收入由2024年度的人民币2.96亿元增长至2025年度的不少于人民币3.5亿元，主要得益于 本集团大数据技术服务收入的增长以及人工智能(AI)软件产品的推出。值得注意的是，本集团自主研发 的AI软件产品于2025年上市首年已贡献约人民币3000万元的收入 3)运营效率持续提升。2024年度，运营开支总额(包括行政开支、销售开支及研发开支)约占收入的 29%。于2025年度，随着业务扩张，该百分比有所下降。 健康之路(02587)盈喜后涨超14%，截至发稿，涨12.3%，报5.04港元，成交额3515.01万港元。 消息面上，2月12日，健康之路发布公告，预期本集团将录得2025年度收入不少于人民币15亿元，较截 至2024年12月31日止年度增长不少于25%；及2025年度的利润不低于人民币5000万元，而2024年度则录 得净亏损人民币2.69亿元。 公告称，该预期的正面表现主要是由于以下原因： ...

1)内容服务收入由2024年度的人民币5.77亿元增长至2025年度的不少于人民币8亿元，此增长源于根据 市场动态进行的战略调整，例如资源整合与新型服务模式。 智通财经APP获悉，健康之路(02587)盈喜后涨超14%，截至发稿，涨12.3%，报5.04港元，成交额 3515.01万港元。 消息面上，2月12日，健康之路发布公告，预期本集团将录得2025年度收入不少于人民币15亿元，较截 至2024年12月31日止年度增长不少于25%；及2025年度的利润不低于人民币5000万元，而2024年度则录 得净亏损人民币2.69亿元。 公告称，该预期的正面表现主要是由于以下原因： 2)信息技术服务收入由2024年度的人民币2.96亿元增长至2025年度的不少于人民币3.5亿元，主要得益于 本集团大数据技术服务收入的增长以及人工智能(AI)软件产品的推出。值得注意的是，本集团自主研发 的AI软件产品于2025年上市首年已贡献约人民币3000万元的收入 3)运营效率持续提升。2024年度，运营开支总额(包括行政开支、销售开支及研发开支)约占收入的 29%。于2025年度，随着业务扩张，该百分比有所下降。 ...

Core Viewpoint - The company, Health Road (02587.HK), anticipates significant revenue and profit growth for the fiscal year ending December 31, 2025, compared to the previous year, driven by strategic adjustments and operational efficiencies [1][2]. Group 1: Financial Projections - The company expects to achieve a revenue of no less than RMB 1.5 billion for the fiscal year 2025, representing a growth of at least 25% compared to the fiscal year 2024 [1]. - The anticipated profit for 2025 is projected to be no less than RMB 50 million, a significant turnaround from a net loss of RMB 269 million in 2024 [1]. Group 2: Revenue Growth Drivers - Content service revenue is expected to increase from RMB 577 million in 2024 to at least RMB 800 million in 2025, attributed to strategic adjustments such as resource integration and new service models [2]. - Information technology service revenue is projected to grow from RMB 296 million in 2024 to at least RMB 350 million in 2025, driven by growth in big data technology services and the launch of AI software products [2]. - The company's self-developed AI software products are expected to contribute approximately RMB 30 million in revenue in their first year of launch in 2025 [2]. Group 3: Operational Efficiency - The total operating expenses, including administrative, sales, and research expenses, accounted for about 29% of revenue in 2024, with a decrease in this percentage anticipated for 2025 as the business expands [2].