智通财经APP讯，叮当健康(09886)公布，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。 ...

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。 （於開曼群島註冊成立的有限公司） （股份代號：09886） 正 面 盈 利 預 告－虧 損 收 窄 本 公 告 乃 由 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」）根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上市規則」）第13.09(2)條及香港法例第571章證券及期貨條例第 XIVA部 的 內 幕 消 息 條 文（定 義 見 上 市 規 則）而 刊 發。 DINGDANG HEALTH TECHNOLOGY GROUP LTD. 叮噹健康科技集團有限公司 本 公 司 董 事（「董 事」）會（「董事會」）謹 此 知 會 本 公 司 股 東（「股 東」）及 潛 在 投 資 者，基 於 對 本 集 團 截 至202 ...

截至月份: 2025年7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) 呈交日期: 2025年8月1日 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 第 2 頁 共 10 頁 v 1.1.1 FF301 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) | 09886 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.0001 USD | | 500,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0. ...

以上都是叮当快药"骑手双向守护"计划的真实缩影。 今年7月，叮当快药正式启动覆盖北京、上海、广州等10座城市的"骑手双向守护计划"，在全国数百家 叮当智慧药房设立健康小屋，为户外工作者提供六大爱心服务，包括免费防暑药品、应急外伤处理、24 小时冷热饮用水供应、临时避暑休息区、血压/体温检测及线上药师防暑咨询，已惠及数千名配送员。 "全国的快递员、配送员数以千万计，他们就像城市的毛细血管一样，为城市的发展源源不断地输送养 分。他们的辛劳和努力应当被看见，他们的健康和安全也需要被守护" 。叮当快药相关负责人表 示。"考虑到近期国内出现基孔肯雅热感染，骑手们早出晚归、风餐露宿，是蚊虫叮咬的高风险群体， 我们专门在爱心包里加入了驱蚊产品，希望帮助骑手们做好防蚊工作，守护大家健康"。 自入伏以来，全国多地遭遇持续高温与强降雨交替的特殊天气。为了保障城市运转，外卖骑手、快递员 等户外工作者仍坚守岗位，为市民生活带来便利。 7月下旬，叮当快药"骑手双向守护"项目组深入北京市东城区多个快递站点，开展爱心物资捐赠活动。 现场，项目组为快递小哥们送上精心准备的藿香正气水、冰感喷雾、创可贴等实用防暑物资，切实解决 户外工作者在高温 ...

Core Insights - Dingdang Health is intensifying its efforts in the pharmaceutical new retail sector by launching a 15-minute urgent medication delivery service and signing agreements with multiple pharmaceutical companies to advance the "Original Drug Supply Alliance" project [1][2] Group 1: Company Developments - Dingdang Kuaiyao has achieved a cumulative delivery of 123 million orders at night over the past ten years, evolving from a single medication retail platform to a comprehensive health management platform that includes online health consultations, medication guidance, and post-diagnosis health management [2] - The company has introduced a multi-functional smart solution called the A-LL dual-wheel drive growth model, focusing on enhancing brand influence for pharmaceutical companies and expanding its pharmacy network in key regions such as Beijing, Tianjin, Shanghai, Hangzhou, Guangzhou, and Shenzhen [2] Group 2: Market Trends - The demand for immediate medication retail is increasing due to changing consumer habits and a heightened focus on health consumption, particularly among severe patients, children, and the elderly, who view original drugs as essential for quality living [1] - The deepening impact of centralized procurement policies has led to some original drugs exiting hospital channels, prompting patients to turn to online pharmaceutical platforms for their needs [1] Group 3: Policy Support - Continuous policy support is a significant backdrop for Dingdang Health's push into pharmaceutical new retail, with the Ministry of Commerce and the National Health Commission promoting health consumption and the integration of medical services into retail pharmacy operations [3] - The 2025 action plan emphasizes the role of retail pharmacies in health promotion and encourages the adoption of innovative "Internet+" medical service models, enhancing the flow of electronic prescriptions and improving convenient medical service demands [3]

Group 1 - The core viewpoint is that Dingdang Health has experienced a significant decline in financial performance, with a total revenue of 4.669 billion yuan, a year-on-year decrease of 3.87%, and a net profit loss of 376 million yuan, down 66.73% year-on-year [1] - Dingdang Health's stock price increased by 6.9% to 0.465 HKD per share, with a trading volume of 1.63 million shares and a turnover of 739,100 HKD, indicating a volatility of 8.05% [1] - The company has a price-to-earnings ratio of -1.41, ranking 148th in the industry, which has an average P/E ratio of 5.29 [1] Group 2 - Dingdang Health is recognized as a pioneer in providing rapid digital healthcare services in China, focusing on an online-to-offline model for instant pharmaceutical retail and medical consultation [2] - The company aims to leverage technological innovation to enhance its business model and continue investing in innovation to create value for the pharmaceutical industry and society [2]

Core Viewpoint - The pharmaceutical sector in China is experiencing significant growth, driven by favorable government policies and increasing international market share, with a notable rise in innovative drug development and exports [1][2]. Group 1: Market Performance - On May 23, 2025, pharmaceutical stocks collectively surged, with sectors like Helicobacter pylori, AI healthcare concepts, and weight-loss drugs rising over 2% [1]. - Hai Chen Pharmaceutical's stock hit a 20% limit up within three minutes of opening, reaching a new high in two and a half years [1]. - Heng Rui Pharmaceutical officially listed on the Hong Kong stock market, with its stock price increasing by approximately 30% post-opening, raising about 9.9 billion HKD through an IPO of 224.5 million shares, marking the largest IPO in the Hong Kong pharmaceutical sector in five years [1]. Group 2: Export and Innovation - In Q1 2025, China's pharmaceutical and healthcare product exports reached 26.632 billion USD, a year-on-year increase of 4.39%, while imports decreased by 4.42% to 20.456 billion USD, indicating a domestic industry upgrade and import substitution effect [1][2]. - The United States remains the largest single market for Chinese pharmaceutical exports, with exports amounting to 4.639 billion USD, a 9.6% increase, primarily driven by raw materials and disposable medical supplies [2]. - By the end of 2024, the number of active innovative drugs developed by Chinese companies reached 3,575, ranking first globally, with domestic products accounting for 42% of newly approved innovative drugs, up from less than 10% in 2015 [2]. Group 3: Future Outlook - Analysts predict that 2025 will be a pivotal year for the pharmaceutical industry in China, marking the beginning of significant revenue growth, profitability for many companies, and an extended valuation cycle due to improvements in payment systems [2].

Group 1 - The core theme of the event organized by Dingdang Kuaiyao and the Beijing Political and Legal Health Culture Union is to raise awareness about women's health during menopause, titled "Guarding Health Across Ages, Embracing New Life" [1] - Dingdang Kuaiyao launched the "Menopause Health Guardian Plan," which aims to provide a comprehensive support system through cognitive reconstruction, method empowerment, and psychological support for women navigating menopause [1] - The event featured Professor Chen Rong from Peking Union Medical College Hospital, who shared medical strategies for managing menopause, and well-known host Li Jing, who discussed her personal experiences, sparking broader societal attention on women's health issues [1] Group 2 - Dingdang Kuaiyao's app introduced a menopause care section that includes educational content, self-assessment tools, one-on-one consultations, a gynecological clinic map, and doctor consultations, aiming to enhance public awareness of menopause health [3] - Medical data indicates that menopause is a natural phase in women's lives, often accompanied by symptoms such as hot flashes, night sweats, insomnia, and emotional fluctuations, which can impact overall health and quality of life [3] - The company emphasizes the importance of supporting women during menopause, recognizing their dual roles in society and family, and aims to provide continuous health services to address the challenges they face [3]

Core Insights - Dingtang Health reported a revenue of 4.669 billion yuan for the fiscal year 2024, with a record gross profit of 1.538 billion yuan and a gross margin of 32.9%, reflecting a year-on-year increase of 1.8 percentage points [1] - The company successfully narrowed its adjusted losses by 32% through supply chain optimization, digital operations, and cost control, demonstrating strategic resilience amid industry changes [1][2] Strategic Layout - In 2024, Dingtang Health aims to build an integrated ecosystem focusing on "medical, testing, pharmaceuticals, and insurance," while continuously enhancing AI technology to improve efficiency across the entire supply chain [3] - The deepening of digital operations has led to improved inventory accuracy during peak seasons, reduced labor costs, and enhanced operational decision-making capabilities [3] - The company has successfully implemented a "medication online ordering and delivery + online medical insurance payment" model in key cities like Beijing, Shanghai, Shenzhen, and Foshan, which is expected to activate existing users and generate new business opportunities [3] Ecosystem Development - Dingtang Health is strengthening ecological cooperation and industry barriers by collaborating with over 7,000 well-known pharmaceutical companies and distributors to enhance its pharmaceutical health supply chain [4] - The company provides convenient cold chain delivery services for diabetes patients and those with special medication needs in Shenzhen and Beijing, maintaining an integrated online and offline service model [4] Future Outlook - Company representatives stated that the next steps involve optimizing structure, focusing on growth in core cities, and enhancing the warehousing and distribution system to offer users a more professional, convenient, diverse, and intelligent service experience [5] - Dingtang Health aims to become the "smart health service gateway" and "intelligent professional pharmaceutical health service provider" in the AI+ era [5]

港股互联网医疗股盘中回暖，京东健康(06618.HK)涨超3%，阿里健康(00241.HK)涨超2.5%，平安好医 生(01833.HK)、叮当健康(09886.HK)均涨1.5%。 ...