证券代码：603882 证券简称：金域医学 公告编号：2025-044 广州金域医学检验集团股份有限公司 （一）信用减值损失 根据《企业会计准则第 22 号——金融工具确认和计量》的规定，公司对以 摊余成本计量的金融资产，以预期信用损失为基础确认损失准备。公司依据信用 风险特征将应收账款、其他应收款等按账龄划分为若干组合，在组合基础上计算 预期信用损失，按账龄分析法计提减值。经测试，2025 年 1-9 月，公司计提信 1 关于计提资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、计提资产减值准备情况概述 为了客观、公允地反映广州金域医学检验集团股份有限公司（以下简称"公 司"）2025 年第三季度的财务状况以及经营成果，根据《企业会计准则》相关 规定和公司会计政策，公司对截至 2025 年 9 月 30 日的合并报表范围内各项资产 进行了减值测试，相应计提资产减值准备。详见下表： 单位：人民币元 | 类别 | 2025 年 1-9 月 | | --- | --- | | 一、信用减值损失 | 344,9 ...

重要内容提示： 本次日常关联交易事项无需经公司股东会审议。 广州金域医学检验集团股份有限公司 关于调整与金圻睿2025年度日常关联交易预计金额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：603882 证券简称：金域医学 公告编号：2025-043 日常关联交易对上市公司的影响：公司及下属企业与关联人金圻睿的日 常关联交易为因日常经营活动所需而发生的正常业务往来，遵循公平、公正、公 开的原则，不会对公司的生产经营和财务状况产生重大影响，公司的主营业务也 不会因此而形成依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 广州金域医学检验集团股份有限公司（以下简称"公司"）于2025年1月13 日召开第四届董事会第三次会议，审议通过了《关于预计与广州市金圻睿生物科 技有限责任公司2025年度日常关联交易的议案》，具体内容详见公司于2025年1 月14日在上海证券交易所网站（www.sse.com.cn）及公司指定披露媒体《中国证 券报》、《上海证券报》、《证券日报》、《证券时报》刊登的《广州金域 ...

Core Insights - The deployment of the DeepGEM model by Guangzhou Kingmed Diagnostics Group aims to enhance cancer diagnosis through accurate and timely gene mutation predictions [1][2] - The collaboration involves Tencent and Guangzhou Medical University First Affiliated Hospital, focusing on developing a multimodal model for pathology and genetics [1][2] Group 1: DeepGEM Model Development - DeepGEM provides accurate predictions of gene mutations related to lung cancer, achieving a prediction accuracy of 78% to 99% within one minute [1] - The model addresses the challenges of conventional gene testing methods, which are often complex, time-consuming, and costly, particularly in resource-limited areas [1] Group 2: Clinical Application and Future Plans - Following successful validation, the three parties will promote the clinical application of DeepGEM for lung cancer gene mutation prediction [2] - There are plans to further develop a multimodal model that integrates various omics data, including pathology, proteomics, and metabolomics, for AI-assisted diagnosis across multiple cancer types [2] Group 3: Vision and Collaboration - The initiative aims to serve as a model for translating clinical research into practical applications, benefiting the public [2] - Kingmed Diagnostics expresses a desire to collaborate with more partners to create intelligent and accessible clinical diagnostic solutions [2]

Core Viewpoint - The company has successfully canceled its supervisory board and revised its articles of association, reflecting a significant governance change aimed at streamlining operations and enhancing decision-making efficiency [1][2]. Group 1: Corporate Governance Changes - The company held its second extraordinary general meeting of shareholders on September 9, 2025, where the proposal to cancel the supervisory board and amend the articles of association was approved [1]. - The company has completed the necessary business registration changes and filed the revised articles of association, receiving a new business license from the Guangzhou Market Supervision Administration [1]. Group 2: Company Information - The company is officially named Guangzhou Kingmed Diagnostics Group Co., Ltd., with a unified social credit code of 9144010178891443XK [1]. - The company is classified as a joint-stock company (listed, natural person investment or control) and is located at No. 10, Spiral Road, International Biological Island, Guangzhou [1]. - The registered capital of the company is 463,257,875 RMB, and it was established on May 26, 2006 [1]. - The company's business scope includes investment consulting, biotechnology development, software development, environmental monitoring, and various testing services [1].

Core Points - The company, Kingmed Diagnostics, announced the completion of business registration changes and the filing of its articles of association [2] - The company has obtained a new business license issued by the Guangzhou Market Supervision Administration [2]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 广州金域医学检验集团股份有限公司（以下简称"公司"）于 2025 年 9 月 9 日召开 2025 年第二次临时股东会审议通过了《关于取消公司监事会并修订<公司 章程>及相关议事规则的议案》。具体内容详见公司于 2025 年 8 月 23 日及 2025 年 9 月 10 日在上海证券交易所网站（www.sse.com.cn）和公司指定信息披露媒 体《中国证券报》、《上海证券报》、《证券时报》、《证券日报》上刊登的《广州金 域医学检验集团股份有限公司关于取消公司监事会并修订<公司章程>及相关制 度的公告》（公告编号：2025-036）及《广州金域医学检验集团股份有限公司 2025 年第二次临时股东会决议公告》（公告编号：2025-039）。 近日，公司完成了工商变更登记及《公司章程》的备案手续，并取得了广州 市市场监督管理局换发的《营业执照》，相关信息如下： 公司名称：广州金域医学检验集团股份有限公司 证券代码：603882 证券简称：金域医学 公告编号：2025-041 广州金 ...

Investment Rating - The investment rating for the aviation industry is "Outperform" [7]. Core Views - The aviation industry is experiencing a golden era with continuous growth in capacity and passenger volume, driven by a recovery in demand and increased operational efficiency among airlines [4][6]. - Airlines are increasing capacity deployment, with passenger turnover growth outpacing capacity growth, indicating strong demand recovery [4]. - The report highlights that the average aircraft utilization rate has improved, with wide-body aircraft averaging 9.0 hours and narrow-body aircraft at 7.9 hours per day [4]. Summary by Sections Industry Overview - In September 2025, civil aviation passenger transport volume reached approximately 62.7 million, a year-on-year increase of 4.6% compared to 2024 [4]. - Domestic capacity increased by 1.0% year-on-year, while domestic passenger flow grew by 3.6% [4]. Airline Performance - Major airlines reported varying growth rates in capacity (ASK) and passenger turnover (RPK): - Air China: ASK +1%, RPK +6% - China Eastern Airlines: ASK +4%, RPK +9% - Southern Airlines: ASK +4%, RPK +5% - Spring Airlines: ASK +21%, RPK +23% - Hainan Airlines: ASK +6%, RPK +7% [4][5]. Domestic Market - The domestic market shows a balanced growth in supply and demand, with Spring Airlines experiencing significant growth in both capacity and passenger volume [4]. - The report indicates that the overall ASK and RPK for major airlines have shown modest growth compared to 2024, with some airlines like Spring Airlines showing substantial increases [5]. International Market - The international flight market is recovering, with airlines like Spring Airlines and China Eastern Airlines exceeding pre-pandemic levels in terms of capacity and passenger turnover [4]. - The report notes that international flights have seen a significant recovery, with the number of flights reaching 85.7% of the levels seen in 2019 [4]. Investment Recommendations - The report recommends focusing on the aviation sector due to strong supply-side logic and elastic demand, with potential for significant performance improvement in airlines [4]. - Specific airlines recommended for investment include China Eastern Airlines, Hainan Airlines, Air China, Southern Airlines, Spring Airlines, and Cathay Pacific [4].

Core Insights - The aviation and airport sector saw a slight increase of 0.31% on October 14, with China Eastern Airlines leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - China Eastern Airlines (600115) closed at 4.15, up 1.22% with a trading volume of 1.0534 million shares and a transaction value of 436 million [1] - Xiamen Airport (600897) closed at 14.56, up 1.04% with a trading volume of 19,800 shares [1] - Baiyun Airport (600004) closed at 9.54, up 0.85% with a trading volume of 179,400 shares [1] - HNA Holding (600221) closed at 1.63, up 0.62% with a trading volume of 5.3673 million shares [1] - Spring Airlines (601021) closed at 52.19, up 0.35% with a trading volume of 42,000 shares [1] Capital Flow - The aviation and airport sector experienced a net outflow of 54.71 million from institutional investors, while retail investors saw a net inflow of 97.49 million [2][3] - Major stocks like China Eastern Airlines and HNA Holding had mixed capital flows, with significant outflows from institutional and speculative investors [3]

Policy Developments - The "Regulations on the Management of Clinical Research and Clinical Translation Applications of Biomedical New Technologies" were officially published, emphasizing the balance between innovation and safety in the biomedical sector [2] - The National Healthcare Security Administration has issued a draft for "Basic Medical Insurance Registration Service Specifications," mandating that registration for individuals or units must not exceed five working days [3] Industry News - The National Healthcare Security Administration is conducting a special investigation into "dual pricing" practices at designated retail pharmacies, which discriminate between insured and uninsured patients [4] - Keren Biotechnology's TROP2 ADC has received approval for second-line treatment of EGFR mutation NSCLC, marking a significant advancement for the company's core product [6] - Beijing Norsland Biotechnology Co., Ltd. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international presence and raise funds for long-term development [8] - The National Medical Products Administration has reclassified Dangshen Granules and Regulating Menstrual Blood Capsules from prescription to over-the-counter drugs [10] - KingMed Diagnostics, Tencent, and Guangzhou Medical University First Affiliated Hospital announced a collaboration to develop a multimodal model for pathological genetics using AI [11] Company Updates - Kangtai Medical received a warning letter from the FDA regarding non-compliance with medical device quality system regulations, which could prevent its products from entering the U.S. market until issues are resolved [14] - Warner Pharmaceuticals has voluntarily withdrawn its drug registration application for Arolol Hydrochloride Tablets, which will not significantly impact the company's current or future operations [15]

Core Insights - The collaboration between Guangzhou Jinyu Medical, Tencent, and Guangzhou Medical University aims to develop an AI model called DeepGEM for predicting gene mutations in tumor patients using conventional pathological images [1][5][6] - The DeepGEM model has shown promising results in accurately predicting lung cancer gene mutations, achieving a precision rate between 78% and 99% [2][3] - The partnership is expected to enhance the clinical application of DeepGEM and expand its capabilities to other cancer types, integrating various omics data for a comprehensive diagnostic approach [6] Group 1: Development of DeepGEM Model - The DeepGEM model was developed by a team from Guangzhou Medical University and Tencent, utilizing AI to predict lung cancer gene mutations from pathological images [2][3] - The model can process different types of biopsy samples and generate spatial distribution maps of gene mutations, enhancing the understanding of mutation patterns within tissues [3][4] - The model's performance has been validated with a large dataset from Jinyu Medical, covering 4,260 lung cancer patient samples across various medical institutions [4] Group 2: Clinical Implications and Future Directions - The collaboration aims to provide timely and cost-effective gene diagnostics, especially for patients in resource-limited areas, by combining AI screening with targeted gene confirmation [3][6] - The successful deployment of DeepGEM at Jinyu Medical marks a significant milestone in the exploration of multi-modal AI models for pathology and genetics [6] - Jinyu Medical's extensive data repository and commitment to integrating AI in medical testing are expected to lead to advancements in diagnosing not only tumors but also rare and complex diseases [5][6]