| 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 中国人寿(02628) | 15.80 亿 | 34.91% | 23.620（+3.60%） | | 南方恒生科技(03033) | 7.68 亿 | 14.65% | 5.475（-0.90%） | | 阿里巴巴-W(09988) | 4.52 亿 | 4.38% | 121.800（-1.54%） | | 理想汽车-W(02015) | 3.49 亿 | 16.99% | 95.600（-1.60%） | | 友邦保险(01299) | 3.17 亿 | 13.84% | 76.900（+0.65%） | | 三生制药(01530) | 3.01 亿 | 18.77% | 31.960（+2.83%） | | 信达生物(01801) | 2.89 亿 | 18.07% | 96.000（+1.05%） | | 康方生物(09926) | 2.61 亿 | 15.28% | 164.200（+4.19%） | | 小鹏汽车-W(09868) | 2.50 亿 | 20.11% | 77. ...

本文源自：智通财经网 消息面上，方舟健客近日与全球领先的生物制药公司诺和诺德正式签署战略合作备忘录。据悉，方舟健 客作为AI+互联网医疗头部企业，将依托自身的智慧医疗新生态体系及强大的技术底座，构建覆盖用药 指导、用药提醒、效果追踪、健康科普的全周期健康管理服务闭环，塑造控糖减重领域新生态价值链， 全面推动糖尿病和肥胖症从"以治病为中心"向"以健康为中心"的跃迁，为患者提供更优质、更便捷的一 站式服务。 方舟健客(06086)盘中涨近10%，截至收盘，涨8.64%，报3.9港元，成交额6672.19万港元。 ...

格隆汇8月15日丨方舟健客(06086.HK)公布，公司将于2025年8月27日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议（如 有）。 ...

承董事會命 方舟云康控股有限公司 主席 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，概不會就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。 Fangzhou Inc. 方舟云康控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：6086） 董事會會議日期 方舟雲康控股有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將 於2025年8月27日（星期三）舉行董事會會議，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 慮派發中期股息（如有），及處理其他事項。 謝方敏先生 香港，2025年8月15日 於本公告日期，董事會由執行董事謝方敏先生、 ZHOU Feng 先生及鄒宇鳴先 生；非執行董事 David McKee HAND 先生；及獨立非執行董事王海忠博士、 康韋女士及朱小路先生組成。 ...

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 致：香港交易及結算所有限公司 公司名稱: 方舟云康控股有限公司 呈交日期: 2025年8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) | 06086 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | USD | | 0.00002 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 2,500,000,000 | USD | | 0.00002 | USD | | 50,000 | 本月底法定/註冊股本總額： USD 50,000 FF301 截至 ...

Core Viewpoint - The strategic partnership between Ark Health (方舟健客) and Novo Nordisk aims to leverage AI technology for the management of chronic diseases such as diabetes and obesity, aligning with China's "Healthy China 2030" initiative and the "Weight Management Year" policy [1][2]. Group 1: Strategic Collaboration - Ark Health and Novo Nordisk signed a strategic cooperation memorandum to collaborate on managing diabetes and obesity through AI and digital health solutions [1]. - The partnership seeks to combine Novo Nordisk's expertise in chronic disease management with Ark Health's AI capabilities to enhance awareness and early intervention in diabetes and obesity [2]. Group 2: Market Demand and Policy Support - The prevalence of diabetes and obesity in China is rising, with over 50% of adults classified as overweight or obese, and approximately 233 million people suffering from diabetes as of 2023, marking a 163% increase since 2005 [3]. - The Chinese government has initiated a three-year "Weight Management Year" action plan, emphasizing the need for digital technology to innovate management models in response to the growing health crisis [4]. Group 3: AI Technology and Industry Growth - The rapid development of generative AI technology is expected to address challenges in medical model training, potentially transforming chronic disease management [4]. - The AI healthcare solutions market is projected to exceed 20 billion yuan by 2025 and reach over 100 billion yuan by 2030, with a compound annual growth rate of 43.2% [4]. Group 4: Service Innovation and Ecosystem Development - Ark Health has established a significant user base and a comprehensive "H2H (Hospital To Home)" smart healthcare platform, enhancing patient experience and operational efficiency [5]. - The company reported a 139% year-on-year increase in adjusted net profit, reaching 17.12 million yuan by the end of 2024, driven by advancements in AI technology [5]. - Ark Health's AI tools provide 24/7 consultation and personalized health services, integrating chronic disease management into a full-cycle health management service [6]. Group 5: Future Outlook - The collaboration aims to create a new ecosystem in diabetes and obesity management, shifting the focus from disease treatment to health promotion, thereby enhancing patient care [6]. - The partnership exemplifies the potential for domestic AI healthcare companies to collaborate with multinational pharmaceutical firms, fostering innovation in the digital transformation of the healthcare industry [6].

Core Insights - Ark Health (方舟健客) has signed a memorandum of cooperation with Novo Nordisk (诺和诺德) to collaborate on managing chronic diseases such as diabetes and obesity [1][3] - The partnership aims to leverage AI technology and digital health solutions to create a comprehensive health management service that transitions from a disease-centered approach to a health-centered approach [3] Group 1 - The collaboration will utilize Novo Nordisk's expertise in diabetes and obesity treatment alongside Ark Health's smart healthcare ecosystem to provide a full-cycle health management service, including medication guidance, reminders, effect tracking, and health education [3] - Ark Health's CEO, Dr. Xie Fangmin, expressed the goal of using AI technology to address pain points in traditional health management models and provide innovative digital solutions for global diabetes and weight management [3] - Novo Nordisk's Senior Vice President, Zhou Xiaping, highlighted the importance of combining chronic disease prevention with digital innovation to enhance awareness and implementation of early screening, diagnosis, and treatment in smart healthcare settings [3] Group 2 - The partnership is expected to explore further innovative collaborations in the healthcare sector during the digital transformation process, benefiting patients with serious chronic diseases and supporting the "Healthy China 2030" strategic goal [3]

Core Insights - Fangzhou Inc. has signed a Memorandum of Understanding with Novo Nordisk to collaborate on managing chronic diseases like diabetes and obesity using AI and innovative healthcare solutions [1][3][4] Company Overview - Fangzhou Inc. is a leading online chronic disease management platform in China, with 49.2 million registered users and 223,000 physicians as of December 31, 2024 [5] Collaboration Details - The partnership aims to leverage Novo Nordisk's expertise in diabetes and obesity treatment alongside Fangzhou's smart healthcare ecosystem to create a comprehensive health management service [3][4] - The collaboration will focus on medication guidance, reminders, efficacy tracking, and health education, shifting from a "disease-centered" to a "health-centered" model [3][4] Future Goals - Both companies aim to enhance public awareness of diabetes and obesity and implement early screening, diagnosis, and treatment within smart healthcare environments [4] - The partnership is expected to explore further innovative collaborations in the digital transformation of the medical industry, contributing to the "Healthy China 2030" strategic objectives [4]

Core Insights - Ark Health has launched Novo Nordisk's innovative diabetes medications, including the injectable Semaglutide (Nuohe Tai®) and oral Semaglutide (Nuohe Xin®), aiming to provide effective treatment for a broader range of adult type 2 diabetes patients [1] Group 1: Product Launch and Features - Nuohe Tai® is a GLP-1 receptor agonist that has been well-received since its launch in China in 2021 due to its excellent glycemic control and convenient once-weekly dosing [1] - Nuohe Xin®, the world's first oral GLP-1 receptor agonist, was fully launched in China in January 2025, utilizing "SNAC absorption enhancer" technology to facilitate daily oral administration [1] Group 2: Market Context - China has the highest number of type 2 diabetes patients globally, with approximately 148 million patients aged 20-79, accounting for over a quarter of the world's total [1] - The prevalence of overweight/obesity, dyslipidemia, and hypertension is notably high among these patients, indicating a significant health need [1] Group 3: Future Strategy - The company plans to continue integrating digital intelligence with internet healthcare services, establishing strategic partnerships with leading biopharmaceutical companies to create a new landscape for smart healthcare [2] - The goal is to transform cutting-edge medical research into accessible chronic disease management solutions, enhancing service quality for chronic disease patients [2]

Core Viewpoint - Ark Health (06086.HK) has experienced significant stock price fluctuations, with notable increases of nearly 45% on April 15 and 28% on April 16, followed by a 16.22% rise on April 24, indicating strong market interest and trading activity [2][4][6]. Financial Performance - For the fiscal year 2024, Ark Health reported a revenue of 2.707 billion RMB, representing an 11.22% year-over-year growth [4][5]. - The adjusted net profit reached 17.12 million RMB, a substantial increase of 139% compared to the previous year, attributed to enhanced technology and operational efficiency [4][5]. - The gross profit for 2024 was 515.94 million RMB, up from 487.41 million RMB in 2023 [5]. User Engagement and Growth - As of the end of 2024, the platform's registered users increased to 49.2 million, with an average of 10.1 million monthly active users, reflecting a 20% year-over-year growth [4][5]. - The repeat purchase rate among paying users remained strong at 84.7% in 2024 [4]. Market Dynamics - The recent stock price movements are believed to be influenced by the company's positioning within the "AI + healthcare" sector, attracting market capital [6][9]. - Ark Health's integration of the DeepSeek AI platform and the development of the "AI + H2H" (Hospital to Home) healthcare ecosystem have contributed to its market appeal [7]. Shareholder Structure - The shareholding structure is concentrated, with significant holdings by Fangrong Management Limited and associated parties, which may facilitate speculative trading [8]. Capital Market Access - Ark Health was included in the Hong Kong Stock Connect program effective March 10, 2025, enhancing its visibility and access to mainland investors, which likely contributed to increased trading volume and stock price appreciation [9].