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脑动极光(06681) - 2025 - 年度业绩
2026-03-31 14:26
Revenue Growth - Revenue for the year ended December 31, 2025, increased to RMB 220.05 million, representing a year-on-year growth of 79.91% from RMB 122.31 million in 2024[4] - Revenue for the year ended December 31, 2025, reached RMB 220,049,000, a significant increase from RMB 122,311,000 in 2024, representing an increase of 80%[15] - Revenue from the hospital-based integrated software solutions amounted to RMB 113,925,000, up from RMB 79,316,000 in the previous year, reflecting a growth of about 43%[26] - Revenue from the outpatient integrated software solutions increased to RMB 53,302,000 from RMB 26,789,000, marking a growth of approximately 99%[26] - New revenue from the sale of medical AI large language model solutions amounted to RMB 49.78 million[122] User Engagement - The number of patients using the system rose from approximately 1,800,000 times in 2024 to about 3,300,000 times by the end of 2025, indicating significant user engagement[6] - Average monthly active users increased by 99.14%, from 2,154.67 in 2024 to 4,290.75 in 2025, with December 2025 seeing 10,229 monthly active users, up 72.52% from 5,929 in December 2024[6] - Daily average usage time per user in 2025 was 23.29 minutes, reflecting strong user retention and compliance with interventions[122] Clinical Trials and Product Development - The clinical trial for the reading disorder rehabilitation software is progressing well, with 43 participants enrolled and expected to complete registration clinical research by the end of 2026[8] - The clinical trial for cognitive digital therapy in patients with cardiovascular diseases and cognitive impairment is nearing completion, with plans to submit registration documents in the second quarter of 2026[9] - The depression treatment software is set to enter the clinical trial phase in the second quarter of 2026, with commercialization expected by the end of 2028[10] - A breakthrough in ADHD treatment was achieved through a collaboration with Peking University Sixth Hospital, demonstrating significant improvement in core symptoms[11] - The digital therapy product for bone injury and pain has completed preclinical research, with plans to initiate registration clinical studies in the second quarter of 2026[12] Financial Performance - The company reported a net loss of RMB 316,364,000 for 2025, compared to a net loss of RMB 198,610,000 in 2024, reflecting a worsening financial position[15] - Gross profit for 2025 was RMB 89,454,000, compared to RMB 54,013,000 in 2024, indicating a gross margin improvement[15] - The company incurred total financial costs of RMB 23,986 thousand for the year ending December 31, 2025, compared to RMB 22,025 thousand in 2024[38] - The company reported a total loss of RMB 14,591 thousand in other expenses for the year ending December 31, 2025, compared to a gain of RMB 3,326 thousand in 2024[37] - The adjusted net loss (non-IFRS measure) for the year ended December 31, 2025, was RMB 239.15 million, compared to RMB 161.96 million in 2024[146] Research and Development - The company’s R&D expenses increased to RMB 165,904,000 in 2025 from RMB 119,424,000 in 2024, highlighting a focus on innovation[15] - The company has developed a cognitive training intervention system based on the BrainAuGPT model, aimed at providing personalized strategies for cognitive impairment patients[13] - The company has a strong R&D team of 128 professionals, with an average of over six years of experience in the digital therapy industry, focusing on unmet clinical needs and innovative technologies[98] Assets and Liabilities - The company’s non-current assets increased to RMB 71,431,000 in 2025 from RMB 51,363,000 in 2024, indicating growth in long-term investments[16] - The total assets less current liabilities improved to RMB 308,947,000 in 2025 from a negative RMB 182,512,000 in 2024, showing a positive shift in financial health[16] - Trade receivables increased to RMB 143,491,000 in 2025 from RMB 105,312,000 in 2024, reflecting a growth of 36.2%[57] - Cash and cash equivalents decreased to RMB 430,358,000 in 2025 from RMB 343,882,000 in 2024, showing a decline of 25.2%[61] - The company has bank borrowings of RMB 339,060,000 as of December 31, 2025, significantly up from RMB 14,072,000 in 2024[70] Governance and Compliance - The company’s financial statements are prepared in accordance with International Financial Reporting Standards, ensuring compliance with relevant regulations[20] - The audit committee has reviewed the annual financial performance for the year ending December 31, 2025, and found no discrepancies in the accounting policies adopted by the company[158] - The company has not engaged in any significant litigation or arbitration that could adversely affect its financial condition or operating results during the reporting period[153] Market Strategy and Expansion - The company is focused on providing digital therapy integrated software solutions for cognitive impairment in China, indicating a strategic emphasis on this market segment[19] - The company is actively expanding its digital therapy offerings internationally, particularly targeting Southeast Asia, to address the global shortage of cognitive health resources[108] - The company aims to expand its product line to cover new indications for cognitive impairment, although success is not guaranteed[87] Employee Costs and Compensation - Total employee costs for 2025 amounted to RMB 171,793,000, an increase from RMB 144,923,000 in 2024, which is an increase of approximately 18%[44] - The total remuneration for executive directors was RMB 69,623,000 for the year ending December 31, 2025, compared to RMB 46,939,000 in 2024, reflecting an increase of approximately 48%[45] - The total compensation for the five highest-paid employees in the group for the year ending December 31, 2025, is RMB 4,439,000, a decrease of 72.9% from RMB 16,376,000 in 2024[48] Shareholder Information - The company did not declare or pay any dividends for the year ending December 31, 2025, consistent with 2024[49] - The company completed a placement of 92,000,000 shares at HKD 5.6 per share, raising approximately HKD 500.68 million, with specific intended uses for the proceeds detailed in subsequent announcements[160] - The company will suspend share transfer registration from June 15 to June 18, 2026, to determine eligible shareholders for the annual general meeting on June 18, 2026[162]
脑动极光(06681) - 自愿公告 -订立战略合作协议以拓展日本及东南亚市场及搭建老年人AI数字健...
2026-03-29 10:27
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,概不對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。 BrainAurora Medical Technology Limited 腦動極光醫療科技有限公司 (於開曼群島註冊成立的有限公司) (股份代號:6681) 自願公告 訂立戰略合作協議以拓展日本及東南亞市場及 搭建老年人AI數字健康一體化平台 本公告由腦動極光醫療科技有限公司(「本公司」,連同其附屬公司統稱「本集團」) 自願作出,旨在使廣大投資者了解本集團最新業務發展情況。 本公司董事會(「董事會」)欣然宣佈,本公司已於近日與東京生活館株式會社 (Tokyo Lifestyle Co., Ltd)(「Tokyo Lifestyle」或「合作方」)訂立戰略合作協議(「本 協議」)。雙方將圍繞認知障礙數字療法與功能健康品的深度融合,在日本及東南 亞等地區共同探索「線上認知能力檢測及訓練康復+線下功能健康品有機結合」的 一體化平台模式,致力於為老年人搭建AI數字健康一體化平台。 一、合作方介紹 東京生活館 ...
脑动极光(06681) - 董事会会议召开日期
2026-03-19 11:26
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,概不對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。 BrainAurora Medical Technology Limited (股份代號:6681) 董事會會議召開日期 腦動極光醫療科技有限公司(「本公司」,連同其附屬公司,統稱「本集團」)董事會 (「董事會」)茲通告謹定於2026年3月31日(星期二)舉行董事會會議,以(其中包 括)考慮及通過本集團截至2025年12月31日止年度的年度業績及其刊發。 承董事會命 腦動極光醫療科技有限公司 主席兼執行董事 譚錚 香港,2026年3月19日 截至本公告日期,董事會包括:(i)執行董事譚錚先生;(ii)非執行董事李思睿先 生、李明秋女士及Deng Feng先生;及(iii)獨立非執行董事林曉波先生、段濤博士 及涂雷先生。 腦動極光醫療科技有限公司 (於開曼群島註冊成立的有限公司) ...
异动盘点0305 | 光通信概念股集体回暖,脑机接口概念股盘中拉升;美股AI应用软件股拉升,比特币概念股普涨
贝塔投资智库· 2026-03-05 04:02
Group 1: Pharmaceutical and Biotechnology Sector - Four Seasons Pharmaceutical (00460) saw a stock increase of 3.7% after receiving approval from the NMPA for its innovative drug, Pyrocilin Tablets, for treating HR+/HER2- advanced breast cancer [1] - Hengrui Medicine (01276) rose over 5% following the approval of a clinical trial for HRS-1780 Tablets aimed at treating primary hyperaldosteronism [3] - Mirxes-B (02629) experienced a stock surge of 10.86% after announcing a strategic partnership with Apollo Health to develop advanced cancer early detection solutions in India [3] - Cornerstone Pharmaceuticals-B (02616) increased by 12.37% after receiving FDA approval for its IND application for CS2009, a tri-specific antibody for advanced solid tumors [4] - Deciphera Pharmaceuticals-B (06996) rose 16.77% after signing an agreement with U.S. Biotech for the global development and commercialization of ATG-201, a dual-specific T-cell engager [5] Group 2: Automotive Sector - Automotive stocks showed a collective rebound, with XPeng Motors-W (09868) up 3.14% and NIO-SW (09866) up 3.43%, driven by news of BYD's upcoming launch of its second-generation blade battery and fast-charging technology [2] Group 3: Technology and Communication Sector - Optical communication stocks rallied, with Cambridge Technology (06166) up 8.7% after NVIDIA announced a $40 billion investment in optical technology through partnerships with Lumentum and Coherent [1] - Brain-computer interface stocks surged, with Nanjing Panda Electronics (00553) increasing by 24.64% following government reports emphasizing the development of future industries, including brain-computer interfaces [2] Group 4: Cryptocurrency Sector - Cryptocurrency-related stocks rebounded, with Okex Cloud Chain (01499) rising 15.89% as Bitcoin surpassed $72,000, driven by short-covering amid geopolitical concerns [5][6]
脑动极光(06681) - 截至2026年2月28日止之股份发行人的证券变动月报表
2026-03-04 10:14
致:香港交易及結算所有限公司 FF301 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 截至月份: 2026年2月28日 狀態: 新提交 公司名稱: 腦動極光醫療科技有限公司(於開曼群島註冊成立的有限公司) 呈交日期: 2026年3月4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) | 06681 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000,000 | USD | 0.0000001 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 500,000,000,000 | USD | 0.0000001 | USD | | 50, ...
脑动极光-B获Healthblooming Limited增持120万股 每股作价约4.69港元
Xin Lang Cai Jing· 2026-02-14 00:53
Group 1 - Healthblooming Limited increased its stake in Brainstorm Cell Therapeutics Inc. (06681) by acquiring 1.2 million shares at a price of HKD 4.6927 per share, totaling approximately HKD 5.6312 million [1][4] - After the acquisition, Healthblooming Limited's total shareholding reached 82.104 million shares, representing a 6.04% ownership stake in the company [1][4]
Healthblooming Limited增持脑动极光-B120万股 每股作价约4.69港元
Zhi Tong Cai Jing· 2026-02-13 12:52
Group 1 - Healthblooming Limited increased its stake in Brainstorm Cell Therapeutics Inc. (06681) by acquiring 1.2 million shares at a price of HKD 4.6927 per share, totaling approximately HKD 5.6312 million [1] - Following this transaction, Healthblooming Limited's total shareholding in Brainstorm Cell Therapeutics Inc. reached 82.104 million shares, representing a 6.04% ownership stake [1] - The transaction involved other related parties, specifically Zhao Yujie [1]
Healthblooming Limited增持脑动极光-B(06681)120万股 每股作价约4.69港元
智通财经网· 2026-02-13 12:47
Group 1 - Healthblooming Limited increased its stake in Brainstorm Cell Therapeutics Inc. - B (06681) by purchasing 1.2 million shares at a price of HKD 4.6927 per share, totaling approximately HKD 5.6312 million [1] - After the transaction, Healthblooming Limited's total shareholding reached 82.104 million shares, representing a 6.04% ownership stake [1] - The transaction involved other related parties, specifically Zhao Yujie [1]
北极光X创业邦「致敬成长」系列丨重塑大脑,脑动极光的数字疗法之路
创业邦· 2026-02-11 10:15
Group 1 - The article highlights the collaboration between Northern Light Venture Capital and Chuangyebang to celebrate the growth of entrepreneurial companies, specifically XSKY and BrainCo, discussing themes of ideals, growth, and values [3][4] - BrainCo, established in 2019, has emerged as a leading digital therapy company, successfully listing on the Hong Kong Stock Exchange in January 2025, becoming the first digital therapy stock in China [10] - The narrative emphasizes the challenges faced by BrainCo, including a period of financial struggle where the team of over thirty had to persevere through difficult times while maintaining their vision [5][6] Group 2 - The article poses questions about the journey of BrainCo, exploring whether their success was due to luck or persistence, and how they navigated through their darkest moments [8] - It discusses the nature of digital therapy, which aims to address serious conditions like Alzheimer's and depression, questioning whether it represents genuine innovation or a potential bubble [8] - The story of BrainCo is framed as an inspiring example for entrepreneurs and those interested in the future of healthcare and technology, illustrating how a company can find hope in despair [8]
脑动极光-B现涨逾4% 附属已于近期与澳门镜湖医院签署脑健康数字AI技术服务合作协议
Xin Lang Cai Jing· 2026-02-11 02:54
Core Viewpoint - BrainCo (06681) has signed a strategic cooperation agreement with Kiang Wu Hospital in Macau to develop a comprehensive brain health service model focusing on cognitive impairment screening, assessment, training, and health management [1][4]. Group 1: Company Developments - BrainCo's stock price increased by 3.89%, reaching HKD 4.81, with a trading volume of HKD 71.89 million [1][4]. - The agreement with Kiang Wu Hospital aims to establish a long-term strategic partnership in Macau, creating a full-chain brain health service model that integrates hospitals, communities, and home care [1][4].