Core Insights - The DRG/DIP concept increased by 1.00%, ranking 10th among concept sectors, with 11 stocks rising, including Jiarun Technology which hit a 20% limit up [1] - Major gainers in the sector included Jiahe Meikang, Wanda Information, and Taiji Co., with respective increases of 3.68%, 3.08%, and 2.98% [1] - The sector experienced a net outflow of 229 million yuan, with 10 stocks seeing net inflows, and Wanda Information leading with a net inflow of 65.92 million yuan [2][3] Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnet (+3.24%), Brain-Computer Interface (+2.69%), and Hyperbaric Oxygen Chamber (+2.56%), while the weight-loss drug sector saw a decline of -1.70% [2] - The DRG/DIP concept had a net inflow ratio led by Wanda Information at 10.09%, followed by ST Yilianzhong at 5.78% and Taiji Co. at 4.82% [3][4] Stock Specifics - Key stocks in the DRG/DIP concept included: - Wanda Information: +3.08%, net inflow of 65.92 million yuan, turnover rate of 5.34% [3] - Weining Health: +1.72%, net inflow of 62.81 million yuan, turnover rate of 6.37% [3] - Taiji Co.: +2.98%, net inflow of 42.14 million yuan, turnover rate of 5.36% [3] - Notable declines were seen in stocks like Maidi Technology (-2.61%) and Seli Medical (-2.32%), with significant net outflows [4]

国新健康最新一期业绩显示，截至2025一季报，公司营业总收入5046.77万元、同比增长5.33%，归属净 利润4557.65万元，同比减少12.86%，扣非净利润4556.85万元，同比减少12.45%，流动比率3.016、速动 比率3.013、资产负债率31.75%。 天眼查商业履历信息显示，国新健康保障服务集团股份有限公司，成立于1987年，位于青岛市，是一家 以从事研究和试验发展为主的企业。企业注册资本98417.6136万人民币，实缴资本98131.2532万人民 币。公司法定代表人为袁洪泉。 金融界消息 截至2025年7月29日收盘，国新健康（000503）报收于10.85元，上涨0.09%，换手率1.4%， 成交量13.67万手，成交金额1.47亿元。 资金流向方面，今日主力资金净流出1648.48万元，占比成交额11.18%。其中，超大单净流出773.66万 元、占成交额5.25%，大单净流出874.82万元、占成交额5.94%，中单净流出流入597.09万元、占成交额 4.05%，小单净流入1051.40万元、占成交额7.13%。 通过天眼查大数据分析，国新健康保障服务集团股份有限公司共对外 ...

Market Overview - The Shanghai Composite Index is at 3570.20 points, above the six-month moving average, with a change of 0.29% [1] - The total trading volume of A-shares today is 15610.05 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 61 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Huabei Mining: 8.00% deviation rate, with a price increase of 8.60% [1] - Hengjin Induction: 7.25% deviation rate, with a price increase of 8.04% [1] - Shanmei International: 7.00% deviation rate, with a price increase of 10.04% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Juhua Technology: minor deviation rate [1] - *ST Chuntian: minor deviation rate [1] - Hanzhong Precision Machinery: minor deviation rate [1]

Performance Forecast - The company expects a revenue of approximately 100.13 million yuan for the reporting period, down from 137.39 million yuan in the same period last year [1] - The net profit attributable to shareholders is projected to be a loss of about 89.21 million yuan, compared to a loss of 72.98 million yuan in the previous year [1] - The basic earnings per share is estimated to be a loss of approximately 0.0911 yuan per share, compared to a loss of 0.0745 yuan per share in the prior year [1] Revenue and Profit Analysis - The company reported a decrease in both operating revenue and net profit, indicating a challenging financial environment [1] - The revenue for the current period is approximately 10,013 million yuan, while the adjusted operating revenue is about 10,005 million yuan [1] - The net profit after deducting non-recurring gains and losses is also projected to be a loss of around 88.91 million yuan, compared to a loss of 78.37 million yuan in the previous year [1] Strategic Focus - The company is aligning its operations with the "Healthy China" initiative and the "Three Medical Collaborations" reform, focusing on health data integration and digital transformation [1] - The strategic direction emphasizes the value of health big data and aims to enhance services in medical insurance fund management, medical quality safety, and health service innovation [1] - The company aims to continuously optimize and improve its product system to adapt to the evolving healthcare landscape [1]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company expects to record a loss in the first half of 2025, with the loss expanding year-on-year, while operating revenue declines compared to the same period last year and basic earnings per share loss increases - The performance forecast covers the period from January 1, 2025, to June 30, 2025[2](index=2&type=chunk) Performance Forecast Summary | Item | Current Period (2025H1) | Prior Period (2024H1) | Change | | :--- | :--- | :--- | :--- | | Operating Revenue | **100.13 million yuan** | **137.39 million yuan** | ↓ 27.1% | | Net Profit Attributable to Shareholders of Listed Company | Loss: **approx. -89.21 million yuan** | Loss: **-72.98 million yuan** | Loss expanded by 22.2% | | Net Profit After Deducting Non-Recurring Gains and Losses | Loss: **approx. -88.91 million yuan** | Loss: **-78.37 million yuan** | Loss expanded by 13.4% | | Basic Earnings Per Share | Loss: **approx. -0.0911 yuan/share** | Loss: **-0.0745 yuan/share** | Loss expanded | [Pre-Audit Status of Performance Forecast](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E9%A2%84%E5%AE%A1%E8%AE%A1%E6%83%85%E5%86%B5) The financial data disclosed in this performance forecast are preliminary results from the company's internal calculations and have not been audited by a certified public accountant - The financial data related to this performance forecast have not been audited by a certified public accountant[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The company's performance changes are primarily influenced by the seasonal nature of its business, exhibiting a 'lower in the first half, higher in the second half' pattern, with first-half revenue and profit remaining at annual lows despite ongoing focus on 'Three Medical Synergies' reform and health big data application and service innovation - The company's business exhibits significant seasonality, generally showing a 'lower in the first half, higher in the second half' trend, leading to performance pressure in the first half[4](index=4&type=chunk) - The company's strategic core revolves around the 'Healthy China' and 'Three Medical Synergies' reforms, focusing on the 'collection, integration, and utilization' of health big data, with an emphasis on medical insurance fund management, healthcare quality and safety, pharmaceutical and medical device regulation, and health service innovation[4](index=4&type=chunk) [Risk Warning](index=1&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company explicitly states that this performance forecast data is a preliminary estimate by the finance department, unaudited, and the final accurate financial data will be disclosed in the 2025 semi-annual report, advising investors to make cautious decisions - This performance forecast data is a preliminary estimate by the company's finance department, unaudited by a certified public accountant, and thus subject to uncertainty[5](index=5&type=chunk) - The company reminds investors to rely on the detailed financial data disclosed in the 2025 semi-annual report for decision-making, exercise caution, and be aware of investment risks[5](index=5&type=chunk)[6](index=6&type=chunk)

Core Viewpoint - Guoxin Health's stock price has increased by 3.08% to 10.72 yuan as of July 11, 2025, with a total market capitalization of 10.52 billion yuan [1][2] Company Announcement Summary - Guoxin Health's controlling shareholder, Zhonghai Heng Industrial Development Co., Ltd., and its concerted party, Guoxin Development Investment Management Co., Ltd., announced a share buyback plan on April 8, 2025, intending to purchase between 100 million yuan and 200 million yuan worth of shares within six months [1][2] - As of July 8, 2025, the buyback plan is halfway through, but no shares have been purchased yet. The company will comply with legal requirements for information disclosure [2] - The buyback plan is in accordance with relevant laws and regulations, and it will not affect the company's stock distribution or control structure [2]

Market Overview - The Shanghai Composite Index closed at 3546.50 points, above the annual line, with a gain of 1.05% [1] - The total trading volume of A-shares reached 10310.63 billion yuan [1] Stocks Breaking Annual Line - A total of 55 A-shares have broken above the annual line today, with notable stocks including XWANDA, Fuxing Co., and Guolian Minsheng, showing divergence rates of 5.64%, 3.70%, and 3.15% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Wangfujing, Tonghe Pharmaceutical, and Sanxia Water Conservancy [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - XWANDA (9.13% increase, 5.12% turnover rate, latest price 21.16 yuan, divergence rate 5.64%) [1] - Fuxing Co. (4.31% increase, 5.52% turnover rate, latest price 2.42 yuan, divergence rate 3.70%) [1] - Guolian Minsheng (6.66% increase, 3.68% turnover rate, latest price 11.21 yuan, divergence rate 3.15%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Tuoer Si (3.05% increase, 3.72% turnover rate, latest price 18.56 yuan, divergence rate 2.82%) [1] - ST Huaming (4.83% increase, 10.28% turnover rate, latest price 10.21 yuan, divergence rate 2.73%) [1] - Green Beauty (3.01% increase, 2.26% turnover rate, latest price 6.50 yuan, divergence rate 2.32%) [1]

Core Viewpoint - The announcement details the progress of the shareholding increase plan by the controlling shareholder and its concerted parties, indicating that no shares have been purchased yet despite the plan being halfway through its timeline [2][3]. Group 1: Shareholding Increase Plan - The controlling shareholder, Zhonghai Heng, and its concerted party, Guoxin Development Investment Management Co., plan to increase their shareholding in the company within six months from the announcement date, with a proposed investment amount between RMB 100 million and RMB 200 million [2]. - As of July 8, 2025, the shareholding increase plan has reached its halfway point, but no shares have been acquired yet due to the parties' internal arrangements [2][3]. - The shareholding increase will comply with relevant laws and regulations, ensuring that it does not affect the company's compliance with listing conditions or lead to changes in the controlling shareholder or actual controller [3]. Group 2: Regulatory Compliance - The shareholding increase plan adheres to the Company Law, Securities Law, and other relevant regulations, as well as the business rules of the Shenzhen Stock Exchange [2][3]. - The company will continue to monitor the progress of the shareholding increase plan and fulfill its information disclosure obligations in accordance with the Shenzhen Stock Exchange's regulations [3].

证券简称：国新健康 证券代码：000503 编号：2025-47 1、国新健康保障服务集团股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日披露了《关于控股股东及其一致行动人增持股份计划的公告》（公告编号： 2025-16），公司控股股东中海恒实业发展有限公司（以下简称"中海恒"）及 其一致行动人国新发展投资管理有限公司（以下简称"国新发展"）计划在自公 告之日起 6 个月内，通过集中竞价等深圳证券交易所允许的方式增持公司股份， 拟增持金额不低于人民币 1 亿元，不超过人民币 2 亿元。 2、截至本公告披露日，前述增持计划时间已过半，增持主体根据自身的统 筹安排，暂未增持公司股份，将在后续的增持计划期间严格按照法律法规的相关 要求，及时履行信息披露告知义务。 近日，公司接到控股股东中海恒及其一致行动人国新发展《关于股份增持计 划时间过半的实施情况告知函》，现将相关情况公告如下： 国新健康保障服务集团股份有限公司 关于控股股东及其一致行动人增持股份计划实施进展暨增持时 间过半的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： （二） ...

Core Insights - GuoXin Health launched the "Tianshu·SanYi" large model and "Lingxi" intelligent platform, focusing on the integration of healthcare, medical insurance, and pharmaceuticals, marking a new phase in the digital transformation of the healthcare industry [1] - The initiative is driven by the State Council's "Artificial Intelligence+" action plan, leveraging over 20 years of industry experience and a service network covering more than 200 medical insurance clients, 800 hospitals, and over 20 drug regulatory agencies [1] Group 1 - The "Tianshu·SanYi" model addresses industry bottlenecks through four core capabilities: knowledge system foundation, professional knowledge graph empowerment, business insights navigation, and A2A global orchestration [2] - The knowledge system is built on high-quality datasets accumulated over two decades, establishing a "SanYi brain" knowledge hub that enhances the model's cognitive abilities [2] - The professional knowledge graph includes 3.55 million entity nodes and 150 million triples, enabling intelligent mapping of treatment norms, medication rules, and medical insurance policies [2] Group 2 - The model features four distinct characteristics: a growing model that supports real-time data updates and decision-making, a more accurate model with a hallucination rate below 3%, a customer-centric model that incorporates specialized knowledge, and a collaborative model that enhances operational efficiency [3] - The "Lingxi" platform focuses on integrating healthcare, medical insurance, and pharmaceutical services, creating a matrix of intelligent applications to reshape business processes and drive industry innovation [3]