据了解，自2025年起，叮当健康持续推进"创新药·生命方舟"计划。截至目前，已构建数十个创新药产 品矩阵，覆盖失眠、神经系统、内分泌代谢、肿瘤、心血管系统、炎症性肠病等疾病领域。 资料显示，莱博雷生已在全球26个国家及地区获批，超600万用户使用。不久前正式在国内批准上市。 作为「智慧健康服务直达入口」和「智能专业的医药健康服务商」，叮当健康十分关注失眠市场。在健 康服务方面，该公司充分发挥旗下叮当智慧药房的专业和数字化能力：在线医生药师提供实时响应的在 线健康咨询服务；24小时专业药品配送团队即时送药上门，满足失眠患者的夜间需求；AI用药提醒帮 助失眠患者提升用药依从性；依托智能小叮当，为失眠患者提供睡眠健康管理指引；叮当智能体的研发 及应用则为失眠患者长期的健康管理带来更多便利。 近日，叮当健康旗下企业叮当快药正式上架治疗失眠的创新药莱博雷生(商品名：达卫可)，患者通过线 上下单，由药品专业配送人员28分钟配送到家，将大大提升失眠患者用药可及性和便利性。据悉，莱博 雷生属于非精神类药品，有望助力长期失眠者回归自然睡眠节律。为惠及更多患者，叮当快药仅耗时一 周即完成新品上架。 ...

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: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 叮噹健康科技集團有限公司(於開曼群島註冊成立的有限公司) FF301 II. 已發行股份及/或庫存股份變動 | 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) | 09886 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,319,472,897 | | 0 | | 1,319,472,897 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 1,319,472,897 | | 0 | | 1,319,472,897 | 第 2 頁 共 10 頁 v 1.1.1 FF301 呈交日 ...

Core Insights - Dingtang Health has accelerated its pet health service strategy, launching over 300 stores in major cities like Beijing, Shanghai, Shenzhen, and Guangzhou, marking a significant step in the pet economy sector [1][2] - The company offers a "28-minute delivery" service for pet health products, addressing urgent needs and filling service gaps during late hours and holidays [2][3] Company Summary - Dingtang Health's pet service network includes a wide range of products such as pet medications, care supplies, and interactive toys, creating a comprehensive coverage of pet health and daily consumption [1] - The company integrates its expertise in pharmaceutical retail into the pet sector, providing a one-stop service that includes online veterinary consultations and immediate delivery of medications [1][2] Industry Summary - The pet economy is experiencing rapid growth, with urban pet ownership surpassing the number of children under four years old, and the market size exceeding 300 billion yuan, projected to surpass 400 billion yuan by 2027 [3] - The demand for "30-minute delivery" services among young pet owners is growing at an annual rate of 210%, indicating significant market potential [3]

Core Insights - Dingtang Health has launched the innovative drug Lishengqizhu Injection (brand name: Xika Yue) in its DTP pharmacies, expanding treatment options for eligible patients [1] - The innovative drug market is projected to become a significant growth engine for the pharmaceutical industry, with East Wu Securities forecasting a market size exceeding 2 trillion yuan by 2030, representing a compound annual growth rate of 24.1% [1] - Dingtang Health is actively implementing initiatives such as the "New Specialty Drug · Life Ark" plan and the "Original Drug Supply Alliance," introducing numerous innovative drugs across various fields, thereby improving medication accessibility and adherence for patients [1] Company Strategy - The company is enhancing its supply chain and digital service capabilities, establishing intelligent warehouses in North, Central, East, and South China, and developing cold chain delivery services in major cities [1] - Dingtang Health has integrated "instant drug retail + health education + digital services" into a comprehensive management model, facilitating disease education, online consultations, and regular follow-up services for patients [1] - Industry experts believe that Dingtang Health's focus on innovative drugs positions it as a pivotal link in the outpatient market for innovative pharmaceuticals, positively impacting the development of the pharmaceutical retail sector [2]

Group 1 - Dingtang Health has launched Novartis' innovative drug, Acrivastine Hydrochloride Tablets (brand name: Noreda), in its pharmacy, completing its first service order in Beijing within two months of domestic approval [1] - The company has also partnered with Yiteng Pharmaceutical to introduce another innovative anti-tumor drug, Lacosamide Hydrochloride Tablets, which was approved for market entry on May 29 this year [1] - Since 2025, Dingtang Health has implemented the "New Specialty Drug. Life Ark Plan," successfully increasing patient access and adherence to multiple innovative drugs [1] Group 2 - For the first half of 2025, Dingtang Health reported revenue of 2.327 billion yuan, a year-on-year increase of 2.6%, with a gross profit of 816 million yuan and a gross margin of 35% [2] - The company recorded a loss of 52.02 million yuan, narrowing the loss by 42.1% compared to the same period in 2024, while the adjusted net profit loss was 5.759 million yuan, a reduction of 78.2% year-on-year [2] - Dingtang Health plans to focus on user lifecycle health management and full-course management strategies, enhancing its smart center warehouse construction and integrating wholesale and retail pharmaceutical goods [2]

Core Insights - Dingdang Health Technology Group's subsidiary, Dingdang Fast Medicine, has officially launched its first "Pet Pharmacy" in Beijing, marking a significant expansion into the pet health sector [1] - The pet pharmacy will offer a wide range of products including pet medications, nutrition, care, food, hygiene, and toys, along with a 24-hour response and an average delivery time of 28 minutes [1] - The pet supplies market is experiencing rapid growth, and the traditional single-channel purchasing model through animal hospitals is becoming inadequate, necessitating a multi-channel approach [1] Industry Trends - The pet medication sales channel is diversifying, which is a natural trend in the industry's development [1] - The instant retail service sector for pharmaceuticals is maturing, providing a solid foundation for innovative retail models in pet medications [1] - The launch of the pet pharmacy is expected to further stimulate the pet economy [1] Company Developments - In 2023, Dingdang Health has been active in expanding its offerings, including the launch of the "Original Drug Supply Alliance" and the "New Specialty Drug Life Ark Plan," focusing on original and innovative drugs [1] - The company is enhancing its supply chain advantages and rapidly upgrading its "Xingyuan System" to support its smart pharmacy initiatives [1] - The establishment of a specialized pet pharmacy is anticipated to create a second growth curve for the company [1]

Core Insights - As of October 6, a total of 133 stocks reached their 52-week highs, indicating a strong market performance [1] Summary by Category 52-Week Highs - The top three stocks with the highest increase rates are: - 北大青鸟环宇 (08095) with a high rate of 67.47%, closing at 1.390 and reaching a peak of 1.390 [1] - 中华燃气 (08246) with a high rate of 50.00%, closing at 0.158 and peaking at 0.300 [1] - 叮当健康 (09886) with a high rate of 33.01%, closing at 1.250 and peaking at 1.370 [1] - Other notable stocks include: - 中播数据 (00471) at 29.81% [1] - 天瑞汽车内饰 (06162) at 29.41% [1] - K2 F&B (02108) at 28.79% [1] 52-Week Lows - The stocks that reached their 52-week lows include: - 佳明集团控股 (01271) with a low rate of -13.98%, closing at 0.980 and hitting a low of 0.800 [4] - 中漆集团 (01932) at -13.19% [4] - ＦＩ二南方日经 (07515) at -11.01% [4] - Additional stocks with significant declines include: - 卓珈控股 (01827) at -10.20% [4] - 超人智能 (08176) at -8.43% [4]

Group 1 - The Hang Seng Index fell by 0.61%, down 164 points, closing at 26,976 points, while the Hang Seng Tech Index dropped by 1.2% [1] - International gold prices reached a new historical high, leading to significant gains in the precious metals sector, with China Silver Group rising over 20% and Zijin Mining International increasing by over 5% [1] - Xinjiang Xinxin Mining surged over 12%, with a year-to-date increase exceeding 300%, and plans to issue A-shares [1] - Bitcoin surpassed $125,000, setting a new historical high, which positively impacted cryptocurrency-related stocks, with OK Blockchain rising over 14% and Boya Interactive increasing by over 10% [1] - Hesai Technology (Hesai-W) rose over 4%, marking the production of its one-millionth LiDAR unit by the end of September [1] - Beijing Bluebird Universe soared over 58% as its subsidiary JBD partnered with AMAT and Thunderbird Innovation to enhance AR glasses display quality [1] - Yunfeng Financial increased by over 7%, collaborating with Anthea to explore blockchain-based insurance products [1] - Dingdang Health surged by 26%, continuing to expand its innovative drug portfolio with multiple new products recently launched [1] - Shuangdeng Co. rose over 9%, driven by increased energy demand for storage solutions, being a key supplier for Alibaba's data center storage [1] Group 2 - Hua Hong Semiconductor rose over 5%, reaching a new high with an eight-day consecutive increase, as institutions noted advanced manufacturing capacity as a scarce resource [2] - Gaming stocks experienced a significant decline, with Macau's September gambling revenue growing by only 6%, falling short of expectations, and further impacted by a typhoon during the Golden Week [2] - New World Development dropped by 5.4%, while MGM China fell by 4.45% [2]

消息面上，叮当健康持续加码创新药布局。近日，叮当健康旗下药房新上架抗肿瘤1类创新药盐酸来罗 西利片，已完成首单服务。值得注意的是，叮当健康近期与先声药业达成合作，先声药业抗失眠药达利 雷生在叮当健康O2O首发。此外，公司9月上旬与礼来合作，在广州、深圳药房上架替尔泊肽注射液；7 月与诺和诺德合作，上架体重管理版司美格鲁肽。 据悉，自今年2月起，叮当健康与几十家原研药企合 作，推出"原研药保供联盟"。 智通财经APP获悉，叮当健康(09886)盘中飙升近25%，截至发稿，涨23.71%，报1.2港元，成交额 1278.01万港元。 ...

Core Viewpoint - Dingdang Health (09886) has seen a significant stock price increase of nearly 25%, currently trading at 1.2 HKD, with a transaction volume of 12.78 million HKD, driven by its ongoing innovation in drug offerings [1] Group 1: Company Developments - Dingdang Health has recently launched the innovative anti-tumor drug, Lacosamide Hydrochloride Tablets, completing its first service order [1] - The company has established a partnership with Aier Pharmaceutical for the launch of the insomnia drug, Daliresheng, on its O2O platform [1] - In early September, Dingdang Health collaborated with Eli Lilly to introduce Teriparatide Injection in pharmacies located in Guangzhou and Shenzhen [1] - In July, the company partnered with Novo Nordisk to offer the weight management version of Semaglutide [1] - Since February of this year, Dingdang Health has been collaborating with numerous original drug manufacturers to create the "Original Drug Supply Alliance" [1]