Group 1 - Ark Health (06086.HK) experienced a significant drop, falling over 17% to reach HKD 3.12, with a current decline of 15.82% at the time of reporting [1][7]. - The company announced a placement of 45.181 million shares using a "old shares first, new shares later" method, which represents approximately 3.26% of the company's expanded issued share capital [3][9]. - The placement price is set at HKD 3.32 per share, reflecting a discount of about 11.94% compared to the previous closing price, with expected total proceeds of HKD 150 million and net proceeds of HKD 144 million [3][9]. Group 2 - Approximately 90% of the proceeds will be allocated to accelerate the development of the company's AI-driven chronic disease management platform, including model development and optimization, infrastructure and computing resource expansion, talent acquisition in AI and medical fields, data collection and annotation, knowledge base development, and the launch and promotion of AI-enhanced services to underserved patient and doctor groups [3][9]. - The remaining 10% of the funds will be used for working capital and general corporate purposes [3][9].

Group 1 - The company Ark Health (06086) successfully raised HKD 150 million through a share placement at HKD 3.32 per share, representing approximately 3.26% of the expanded issued share capital as of the announcement date [1] - The net proceeds, approximately HKD 129 million, will be used to accelerate the development of the "AI + chronic disease management" platform, including model development, infrastructure expansion, talent recruitment, data collection, and knowledge base construction [2][3] - The company aims to enhance its services to cover more patients and doctors, leveraging AI technology to transform traditional health service models and improve the efficiency of healthcare resource allocation [2] Group 2 - The share placement received an enthusiastic response from the capital market, indicating strong confidence from professional investors in the company's "familiar doctor-patient" model and its value creation [4] - The company projects a revenue of approximately CNY 3.5 billion for 2025, reflecting a year-on-year growth of about 30%, and expects to achieve a net profit of CNY 7-10 million, marking a transition to full profitability [4] - The "familiar doctor-patient" model establishes high trust relationships, ensuring continuity and adherence in patient management, which is crucial for long-term success in chronic disease management [5] Group 3 - The company is positioned to benefit from the growing chronic disease management market in China, projected to exceed CNY 600 billion by 2030, driven by aging and high prevalence of chronic diseases [5] - The integration of AI technology is expected to enhance the company's service offerings, contributing to the achievement of the "Healthy China 2030" goal and setting a benchmark for high-quality industry development [5]

Core Viewpoint - The company, Ark Health (06086.HK), successfully raised HKD 150 million through a share placement to enhance its AI-driven chronic disease management platform [1][2]. Group 1: Fundraising and Allocation - The share placement was priced at HKD 3.32 per share, representing approximately 3.26% of the company's expanded issued share capital [1]. - Approximately 90% (around HKD 135 million) of the raised funds will be allocated to accelerate the development of the "AI + Chronic Disease Management" platform, including model development, infrastructure expansion, talent recruitment, data collection, and knowledge base construction [2]. Group 2: Strategic Importance of AI - The explosion of AI technology has revolutionized chronic disease management, significantly altering traditional health service models [2]. - Ark Health has completed a key upgrade to its "AI + H2H (Hospital to Home)" ecosystem, empowering the entire service chain of chronic disease management [2]. Group 3: Market Response and Financial Outlook - The share placement received enthusiastic market response with oversubscription, reflecting investor confidence in the company's "familiar doctor-patient" model and its high user retention and repurchase logic [4]. - The company anticipates revenue of approximately HKD 3.5 billion in 2025, representing a year-on-year growth of about 30%, and expects to achieve net profit of HKD 7-10 million, marking a transition to full profitability [4]. Group 4: Long-term Value Proposition - The "familiar doctor-patient" model creates a high-trust service environment, establishing high switching costs for patients and generating stable revenue streams from long-term medication and health management [5]. - With the chronic disease management market in China projected to exceed HKD 600 billion by 2030, the company's reliable full-service management model, combined with the potential for AI-driven upgrades, highlights its long-term value [5].

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 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。 本公告或其任何副本概不得直接或間接在美國或在刊發或派發本公告即屬違法的任何其 他司法權區內刊發或派發。 本公告僅供參考，並不構成收購、購買或認購本公司任何證券的邀請或要約。 本公告並不構成在美國境內購買或認購證券的要約或招攬，亦不屬於任何有關要約或招 攬的一部分。本公告所述證券並未且將不會根據 1933 年美國證券法（經修訂）（「美國證券 法」）或美國任何其他州證券法律登記，亦不得在美國境內提呈或出售，除非根據美國證 券法進行登記或獲豁免或為毋須遵守美國證券法登記規定之交易。本公司無意根據美國 證券法登記本公告內所指之任何證券，亦無意在美國進行證券之公開發售。本公告所述 證券將不會於美國境內或該等發售受到限制或禁止的任何其他司法權區進行公開發售。 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） 配售現有股份及 根據一般授權 先舊後新認購新股份 ...

Core Viewpoint - Citigroup maintains a positive outlook on Ark Health (06086), rating it as "Buy" with a target price of HKD 8.5 [1] Financial Performance - Ark Health forecasts revenue for the previous year to be between RMB 3.5 billion and RMB 3.55 billion, representing a year-on-year growth of 30% [1] - The company expects to turn a profit, with estimated earnings between RMB 7 million and RMB 10 million [1] - Citigroup believes the performance is generally in line with expectations, having previously predicted a 28% revenue growth for 2025 and a net profit of RMB 6 million [1] Growth Drivers - Management attributes the rapid revenue growth to an increase in the number of patients and doctors on the platform [1] - The return to profitability is mainly due to revenue expansion and a reduction in share-based compensation expenses [1] Market Reaction - Ark Health's stock opened significantly higher by 10.25%, reaching a peak of HKD 4.19 [1] - The stock closed at HKD 4.01, reflecting a 41.7% increase, with a trading volume of 118 million shares and a total transaction value of HKD 452 million [1]

Group 1 - The core viewpoint of the article is that Citigroup maintains a positive outlook on Ark Health (06086), rating it as "Buy" with a target price of HKD 8.5 [1] - Ark Health has released a positive earnings forecast, expecting revenue between RMB 3.5 billion and RMB 3.55 billion for the previous year, representing a year-on-year growth of 30% [1] - The company anticipates turning a profit, with expected earnings between RMB 7 million and RMB 10 million [1] Group 2 - Citigroup believes that Ark Health's performance is generally in line with expectations, having previously predicted a 28% revenue growth for 2025 and a net profit of RMB 6 million [1] - Management attributes the rapid revenue growth to an increase in the number of patients and doctors on the platform, while the return to profitability is mainly due to revenue expansion and a reduction in share-based expenses [1] - On the morning of the 26th, Ark Health opened significantly higher by 10.25%, reaching a peak of HKD 4.19, and closed at HKD 4.01, marking a 41.7% increase with a trading volume of 118 million shares, amounting to HKD 452 million [1]

近年来，中国医疗健康产业正经历一场深刻的范式转变，从粗放式的规模扩张逐渐迈向精细化的价值深 耕。在这一转型的关键节点，方舟健客（06086.HK）以其扎实的财务表现，率先验证了以"熟人医 患"信任关系为核心的慢病服务模式，向市场释放出强大确定性与增长潜力。 事实上，在方舟健客的业绩突破获得市场关注前，已有投资机构提前捕捉到其价值信号。 回顾2025年年中，花旗研究（CitiResearch）在首次覆盖方舟健客时给予了其"买入"评级，目标价看高 至8.5港元，较当前股价有明显的上升空间。彼时，花旗的看好逻辑主要基于其慢病管理渗透率的提升 及营运效率的优化。 不仅如此，格隆汇研究院在2026年1月份的深度研报中预计，公司收入将在2025年达到35亿港元，2026 年达到48亿港元，并指出，方舟健客正步入价值重估的黄金通道。 如今，这份展现强劲增长的业绩预告，本质上是方舟健客积累的内生实力的释放，也向市场揭示了，这 种稳健且深厚的可持续经营实力，恰恰是花旗、格隆汇等专业机构在此前便坚定给予其高度评级与看好 的根本原因。 日前，方舟健客发布了2025年正面盈利预告，数据显示，公司预计全年营收达35亿元-35.5亿元， ...

1月26日，方舟健客(6086.HK)盘中拉升涨超44%报4.09港元，截至目前成交额放大至3.1亿港元。 消息面上，公司昨晚发盈喜，预期截至2025年12月底止年度录得净利润约700万元-1000万元，较截至2024年12月底止年度的 除税前净亏损8.55亿元大幅转亏为盈。此外，收入2025年度料将介乎约35亿元至35.5亿元，较2024年度的收入27.07亿元增长 约30%。集团表示，预期收入增长主要乃由于公司面向消费者的业务分部持续增长。转亏为盈主要乃由于收入增长，以及以 权益结算以股份为基础的交易减少。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

方舟健客(6086.HK)盘中拉升涨超44%报4.09港元，截至目前成交额放大至3.1亿港元。消息面上，公司 昨晚发盈喜，预期截至2025年12月底止年度录得净利润约700万元-1000万元，较截至2024年12月底止年 度的除税前净亏损8.55亿元大幅转亏为盈。此外，收入2025年度料将介乎约35亿元至35.5亿元，较2024 年度的收入27.07亿元增长约30%。集团表示，预期收入增长主要乃由于公司面向消费者的业务分部持 续增长。转亏为盈主要乃由于收入增长，以及以权益结算以股份为基础的交易减少。 ...

公告指出，此次预期收入增长主要得益于公司"熟人医患关系"模式、AI技术带来的升级，吸引了更多医 生与患者的进驻，进而带动面向消费者的业务持续增长。扭亏为盈主要是由于收入增长，以及以权益结 算以股份为基础的交易减少，推动公司实现从亏损到盈利的质变。 方舟健客（06086）早盘涨超36%，截至发稿，股价上涨36.39%，现报3.86港元，成交额1.70亿港元。 1月25日，方舟健客发布2025年正面盈利预告。正面盈利预告显示，公司预计营收实现35-35.5亿元，同 比增长约30%；在利润端，继2024年实现经调整层面盈利后，公司2025年预计实现净利润700-1000万 元，正式达成全面盈利。 ...