港股互联网医疗股持续走强，其中，叮当健康涨超11%领衔，京东健康涨4%，平安好医生涨超3%并且 录得6连升，阿里健康跟涨。 消息上，近期互联网医疗行业迎来多重利好消息，涉及政策支持、技术创 新、市场表现及企业合作等多个方面。在2025年7月，国家药监局发布《优化全生命周期监管支持高端 医疗器械创新发展有关举措》，重点支持AI影像诊断、手术机器人、脑机接口等创新医疗器械发展， 并加快制定相关技术标准。北京市"AI+医药健康"行动计划。 个股方面，叮当健康拟8月22日举行董事 会会议批准中期业绩，此前预期2025年中期净亏损同比收窄逾40%；平安好医生8月19日举行董事会会 议审议及批准中期业绩。京东健康日前发布中期业绩，收入同比增长24.5%至352.9亿元。(格隆汇) | 代码 | 名称 | 最新价 涨跌幅 v | | | --- | --- | --- | --- | | 09886 | 叮当健康 | 0.900 11.11% | | | 06618 | 京东健康 | 69.000 | 3.92% | | 01833 | 平安好医生 | 17.370 | 2.60% | | 00241 | 阿里健康 | 5 ...

Market Overview - The Hong Kong stock market continued its downward trend, with all three major indices in the red but maintaining above the 25,000 mark. The Hang Seng Index closed down 0.98% at 25,270.07 points, with a total turnover of HKD 31.27 billion [1] - Short-term market focus is on mid-year performance and cost-effectiveness, with potential volatility from US-China trade negotiations and fluctuations in US stocks [1] Blue-Chip Stocks Performance - JD Health (06618) led blue-chip stocks, rising 11.67% to HKD 61.25, contributing 11.31 points to the Hang Seng Index. The company's H1 2025 performance exceeded market expectations due to strong growth in the pharmaceutical category [2][4] - Other notable blue-chip movements included Xinyi Solar (00968) up 5.96%, Alibaba Health (00241) up 4.92%, while New World Development (00016) and Henderson Land (00012) saw declines of 5.35% and 4.63% respectively [2] Sector Highlights - Internet healthcare stocks showed strong performance, with Dingdang Health (09886) up 36.07% and JD Health (06618) up 11.67% following strong mid-year results [3][4] - The brokerage sector saw significant gains, with CITIC Securities (06066) up 10.98% and Zhongtai Securities (01375) up 9.03%, reflecting a structural shift in fund flows towards financial markets [5][6] - The photovoltaic sector also experienced gains, driven by a shortage and price increases in solar components, with Xinyi Solar (00968) rising 8.15% [6][7] Regulatory Developments - The Hong Kong Monetary Authority and the Securities and Futures Commission issued a joint statement regarding recent market fluctuations related to stablecoins, emphasizing a cautious approach to licensing [8] Notable Stock Movements - Silver诺医药-B (02591) surged 206.48% on its debut, reflecting strong market interest in GLP-1 drug treatments [9] - Liken Technology (00558) rose 46.02% following a strategic partnership for magnesium alloy humanoid robot development [10] - Far East China (02789) saw an 84.34% increase after announcing a profit forecast for H1 2025, driven by international market orders [11][12] - Jin Hai Medical Technology (02225) fell 50.56% after announcing a share subscription at a discount to market price [13]

Group 1 - The core point of the article is that Dingdang Health (09886.HK) shares closed at HKD 0.83, reflecting a significant increase of 36.07% [1]

互联网医疗股逆势走高，截至发稿，叮当健康(09886)涨21.31%，报0.74港元；京东健康(06618)涨 12.03%，报61.4港元；众安在线(06060)涨3.79%，报19.15港元；阿里健康(00241)涨3.54%，报5.26港 元。 消息面上，京东健康发布截至2025年6月30日止6个月的中期业绩，该集团取得收入人民币352.9亿元(单 位下同)，同比增加24.5%；期间非国际财务报告准则盈利35.7亿元，同比增加35%；归属于公司所有者 的期间盈利25.96亿元，同比增加27.45%；每股基本盈利0.82元。里昂指出，京东健康上半年业绩符合 预期，在618的良好表现和强劲的用户增长带动下，营收较去年同期增长24.5%至353亿元，Ebit较去年 同期增长57%至25亿元。由于原研药的需求由医院内转移至医院外，药物销售亦有所增长。 中信证券此前指出，得益于政策优化、商保推动和AI赋能，需求或业绩修复趋势或将延续全年，预计 有望看到医疗健康产业整体的收入、利润、现金流修复向好。其中收入端有望得到商保增量支付拉动， 利润端有望受益于集采政策等优化，现金流有望受益于医院回款向好、化债回款支持和生物 ...

Core Viewpoint - Dingtang Health (09886) has experienced a significant stock price increase of nearly 23% following the announcement of a profit warning, indicating an expected reduction in net losses for the mid-2025 period compared to the same period in 2024 [1] Financial Performance - The expected net loss for mid-2025 is projected to narrow by over 40% compared to the net loss of approximately RMB 89.8 million in the same period of 2024 [1] - The adjusted net loss (non-IFRS measure) for mid-2025 is anticipated to decrease by over RMB 20 million compared to the adjusted net loss of approximately RMB 26.4 million for the six months ending June 30, 2024 [1] Operational Developments - Dingtang Health is increasing its investment in technology applications to enhance the capabilities of Dingtang Smart Pharmacy, including the use of smart picking equipment and pilot self-service vending machines in Beijing [1] - The company has established four major smart warehouses in North China, Central China, East China, and South China, creating an efficient and professional smart warehousing and retail service network connected to hundreds of multifunctional smart pharmacies nationwide [1] - The Dingtang smart warehouse's visual central control system is integrated with the Dingtang Xingyuan system, forming a data closed-loop management system that enables inventory monitoring, batch management, and expiration warnings, significantly optimizing inventory turnover and control [1]

Core Viewpoint - Dingdang Health (09886) has experienced a significant stock price increase of nearly 23% following the announcement of a profit warning, indicating an expected reduction in net losses for the mid-2025 period compared to the same period in 2024 [1] Financial Performance - The expected net loss for mid-2025 is projected to narrow by over 40% compared to the net loss of approximately RMB 89.8 million for the same period in 2024 [1] - The adjusted net loss (non-IFRS measure) for mid-2025 is anticipated to decrease by over RMB 20 million compared to the adjusted net loss of approximately RMB 26.4 million for the six months ending June 30, 2024 [1] Operational Developments - Dingdang Health is increasing its investment in technology applications to enhance the capabilities of Dingdang Smart Pharmacy, including the use of smart picking equipment and pilot self-service vending machines in Beijing [1] - The company has established four major smart warehouses in North China, Central China, East China, and South China, creating an efficient and professional smart warehousing and retail service network in conjunction with hundreds of multifunctional smart pharmacies nationwide [1] - The visual central control system of Dingdang Smart Warehouse is integrated with the Dingdang Star Ring system, forming a closed-loop data management system that enables inventory monitoring, batch management, and expiration warnings, significantly optimizing inventory turnover and control [1]

此外，据砍柴网报道，2025年，叮当健康持续加大科技应用，提升叮当智慧药房能力，应用智能拣货设 备、在北京试点投入使用自助售药机等。特别值得关注的是，公司先后在华北、华中、华东、华南建立 四大智能仓，与全国数百家多功能智慧药房紧密联结，构建起高效、专业的智能仓配+零售服务网络。 据悉，叮当智能仓可视化中央控制系统与叮当星垣系统接通，形成数据闭环管理体系，可实现库存监 控、批次管理、过期预警等功能，显著优化库存周转与精准控制，同时压缩从仓到店的周转时间，提升 叮当多功能智慧药房补货效率。 智通财经APP获悉，叮当健康(09886)午前拉升近23%，截至发稿，涨22.95%，报0.75港元，成交额 1062.84万港元。 消息面上，近日，叮当健康发盈警，2025年中期的净亏损预期较2024年同期约人民币8980万元的净亏损 收窄逾40%。此改善主要归因于毛利率提升所致毛利增加及2025年中期的一般及行政开支减少。2025年 中期经调整净亏损(非国际财务报告准则计量)预期较截至2024年6月30日止六个月约人民币2640万元的 经调整净亏损收窄逾人民币2000万元。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the demand for mosquito repellent products in Guangzhou, Shenzhen, and Foshan, with a search volume growth of 472% compared to the same period last year [1] - The sales of mosquito repellent products have also seen a substantial increase, with a growth of 343% year-on-year [1] - In the last two weeks, the sales of mosquito repellent products have surged by 163% on a month-on-month basis [1]

Core Viewpoint - Dingdang Health (09886.HK) has scheduled a board meeting on August 22, 2025, to review and approve the interim results for the six months ending June 30, 2025, and to consider the payment of an interim dividend, if any [1] Group 1 - The board meeting is set for August 22, 2025 [1] - The meeting will focus on the interim results for the period ending June 30, 2025 [1] - The company will also consider the potential payment of an interim dividend [1]

（股份代號：09886） 董事會會議日期 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依賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 DINGDANG HEALTH TECHNOLOGY GROUP LTD. 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） 主 席 楊文龍 香 港，2025年8月12日 截 至 本 公 告 日 期，執 行 董 事 為 楊 文 龍 先 生、徐 寧 先 生、俞 雷 先 生、于 慶 龍 先 生 及 楊 益 斌 先 生，非 執 行 董 事 為 李 楚 衡 女 士，以 及 獨 立 非 執 行 董 事 為 張 守 川 先 生、樊 臻 宏 博 士 及 姜 山 先 生。 叮 噹 健 康 科 技 集 團 有 限 公 司（「本公司」，連 同 其 附 屬 公 司 及 合 併 聯 屬 實 體 統 稱 為「本集團」）董 事（「董 事」）會（「董事會」）謹 此 宣 佈，本 公 司 謹 訂 於 2025年8月22 ...