Group 1 - The core viewpoint of the article highlights a decline in AI healthcare stocks in the Hong Kong market, specifically mentioning significant drops in share prices for certain companies [1] Group 2 - Jingtai Holdings (02228.HK) experienced a decline of 8.16% [1] - Alibaba Health (00241.HK) saw a decrease of 8.10% [1] - Ark Health (06086.HK) reported a drop of 5.75% [1]

Summary of Ark Health Conference Call Company Overview - Ark Health has established a comprehensive chronic disease management service system that integrates AI technology with medical services, chronic disease management, patient education, and pharmaceutical services, extending to patients' homes to optimize medical resource allocation and address challenges in offline medical visits and medication procurement [2][4] Financial Performance - In the first half of 2026, Ark Health achieved a turnaround in net profit, reporting over 10 million yuan in profit, with adjusted net profit reaching 17 million yuan, a year-on-year increase of 16.8%. Revenue approached 1.5 billion yuan, reflecting a 13% year-on-year growth, with expectations for over 25% revenue growth for the entire year [2][4] Business Model and Strategy - The core business model focuses on online doctor-patient interaction through an internet hospital platform after initial offline consultations, utilizing AI for electronic prescriptions and drug delivery. The company emphasizes prescription drug sales, with over 80% of revenue derived from prescription drugs, more than half of which are original imported drugs [2][6] - Ark Health collaborates with Tencent Health to leverage Tencent's large model for medical applications, expanding service coverage and achieving mutual benefits [5][8] Market Potential - The platform has approximately 52.8 million registered users, with over 11.9 million monthly active users. The chronic disease management market is projected to reach nearly 500 billion yuan by 2030, indicating significant growth potential for the company [3][11] Competitive Advantages - The platform boasts around 230,000 doctors, with 60% from top-tier hospitals and 40% at the deputy chief physician level or above, providing a competitive edge in medical resources compared to broader internet healthcare competitors [7] - Ark Health's focus on a familiar doctor-patient relationship model has few competitors, enhancing its market position [7] Future Outlook - The company plans to introduce new AI tools to enhance chronic disease management and improve doctor-patient efficiency. It aims to solidify its existing business segments: internet hospitals, online pharmacies, and marketing services, while also exploring new product opportunities in commercial insurance and long-term care insurance [13] - Financially, the company anticipates growth rates in the coming years to exceed those of the current year, with expectations for continued high growth in the second half of the year [13] Additional Insights - The introduction of weight loss drugs as a new category had a minimal impact on revenue proportions, but the platform's strong trust relationship with patients resulted in better retention, conversion rates, and average transaction values compared to broader competitors [12] - The launch of two large models, "Xinshi" and "Xinjie," focuses on core medical scenarios, emphasizing the importance of practical application in the AI medical field [9]

Core Viewpoint - The company confirms that its strategic cooperation with Tencent Health is part of its normal business operations and does not have any undisclosed information that would affect its stock price [1] Group 1 - The company’s board is aware of recent news reports regarding its strategic cooperation with Tencent Health [1] - The board conducted reasonable inquiries and confirmed that the cooperation is part of the company's routine business activities [1] - The board does not have knowledge of any reasons for the recent increase in the company's stock price or any information that would require disclosure under relevant regulations [1]

Core Viewpoint - The company, Ark Health (06086), has confirmed that its strategic cooperation with Tencent Health is part of its regular business operations and does not have any undisclosed information affecting its stock price [1] Group 1 - The board of directors of the company has acknowledged recent news reports regarding its strategic cooperation with Tencent Health [1] - The company conducted reasonable inquiries and confirmed that the cooperation is part of its routine business activities [1] - The board is not aware of any reasons for the increase in the company's stock trading price or any information that would require disclosure under relevant regulations [1]

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作任何聲明，並明確表示概不就因本公告的全部或任何部分內容而 產生或因依賴該等內容而引致的任何損失承擔任何責任。 本公司股東及潛在投資者於買賣本公司證券時務請審慎行事。 承董事會命 方舟云康控股有限公司 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） 根據上市規則第13.10條作出之公告 本公告乃由方舟云康控股有限公司（「本公司」，連同其附屬公司及合併關聯 實體，「本集團」）應香港聯合交易所有限公司（「聯交所」）要求根據聯交所 證券上市規則（「上市規則」）第13.10條作出。 本公司董事會（「董事會」）注意到近期有關本集團與騰訊健康於早前宣佈的 戰略合作的新聞報導。經作出在相關情況下的合理查詢後，本公司確認該項 合作乃於本集團日常及一般業務過程中進行。經作出有關本公司的查詢後， 董事會確認並不知悉本公司股份交易價格上升的任何原因或任何為避免本公 司證券出現虛假市場情況而須作出公告之資料，亦無任何根據上市規則第 13.09(2)條及香港法例第571章證券及期貨 ...

Core Viewpoint - Ark Health (06086) has seen a significant stock price increase of 73.84%, reaching HKD 4.12, with a trading volume of HKD 501 million, following its collaboration with Tencent Health on an "AI + Chronic Disease Management" solution [1][1]. Group 1: Company Developments - Ark Health and Tencent Health held a launch event for their "AI + Chronic Disease Management" solution, indicating a new developmental phase in the domestic chronic disease management sector [1][1]. - The partnership aims to provide comprehensive support for industry partners, covering everything from technology validation to scenario implementation and large-scale deployment [1][1]. Group 2: Industry Impact - This collaboration is expected to inject new momentum into the industry's development towards intelligence, compliance, and efficiency [1][1].

Core Viewpoint - The AI healthcare concept stocks experienced significant gains in the afternoon trading session, indicating a positive market sentiment towards this sector [1][4]. Stock Performance Summary - Ark Health (06086) saw a remarkable increase of 52.74%, rising by 3.62 HKD [1][4]. - Crystal Tech Holdings (02228) rose by 5.17%, reaching a price of 13.62 HKD [1][4]. - Yimaitong (02192) increased by 4.94%, with a current price of 13.80 HKD [1][4]. - Alibaba Health (00241) experienced a gain of 2.52%, trading at 6.52 HKD [1][4]. - iFlytek Medical Technology (02506) saw a modest increase of 1.30%, priced at 109.10 HKD [1][4].

Core Viewpoint - The A-share market's ongoing enthusiasm for AI applications has led to a significant surge in Hong Kong's AI healthcare stocks, particularly Ark Health (6086.HK), which saw its stock price rise over 43% to HKD 3.4, marking a two-month high [1] Group 1: Company Developments - Ark Health recently held a launch event for its "AI + Chronic Disease Management" solution in collaboration with Tencent Health, indicating a new development phase in the domestic chronic disease management sector [1] - The partnership aims to provide robust technical support for the digital upgrade in the "AI + Chronic Disease Management" field [1] Group 2: Research Insights - A report from Gelonghui Research Institute highlighted that Ark Health's core strengths include "high-quality doctor resources and a rich product matrix," which positions the company to better capture the lifetime value of chronic disease patients [1] - The report suggests that the first half of 2025 will be a turning point for the company's performance growth, as the value of chronic disease patients is expected to be further realized with the ongoing construction of the "AI + H2H Innovation Ecosystem" [1]

Group 1 - The core viewpoint of the news is that AI healthcare concept stocks are experiencing significant gains, driven by a partnership between Nvidia and Eli Lilly to invest $1 billion in a joint research lab to accelerate AI applications in the pharmaceutical industry [1][2] - Ark Health (06086) saw a rise of 30.8%, while other AI healthcare stocks like Medical Pulse (02192) and Crystal Technology Holdings (02228) also reported increases of 5.1% and 4.63% respectively [1] - The joint lab established by Nvidia and Eli Lilly aims to generate large-scale data and build AI models to enhance new drug development, with operations expected to start early this year [1] Group 2 - According to Fengzheng Securities, AI-driven healthcare is forming a new growth engine, with a positive outlook on the revolutionary potential of AI in pharmaceuticals, basic research, diagnosis, and health management [2] - Huafu Securities noted that the AI healthcare industry has entered a critical stage of commercialization, supported by national strategies and market demand, with a closed-loop demand for AI applications sustaining the sustainable development of the AI industry [2]

Core Viewpoint - The AI healthcare sector is experiencing significant growth, driven by partnerships and investments aimed at accelerating AI applications in pharmaceuticals and healthcare management [1] Group 1: Stock Performance - AI healthcare concept stocks have mostly risen, with notable increases: Ark Health (06086) up 30.8%, Medical Pulse (02192) up 5.1%, Crystal Technology (02228) up 4.63%, Alibaba Health (00241) up 3.14%, and iFlytek Medical Technology (02506) up 2.79% [1] Group 2: Major Developments - NVIDIA and Eli Lilly announced a $1 billion investment to establish a joint research lab in the San Francisco Bay Area over the next five years, aimed at accelerating AI applications in the pharmaceutical industry [1] - The lab will begin operations in early 2023, with engineers from NVIDIA collaborating with experts in biology, science, and medicine to generate large-scale data and build AI models for new drug development [1] Group 3: Industry Insights - According to Founder Securities, AI-driven healthcare is forming a new growth pole, with a positive outlook on the revolutionary potential of AI in pharmaceuticals, basic research, diagnostics, and health management [1] - Huafu Securities noted that the AI healthcare industry has entered a critical phase of commercialization, supported by national strategies and market demand, with a closed-loop demand for AI applications sustaining the sustainable development of the AI industry [1]