格隆汇9月19日丨国新健康(000503.SZ)公布，2025年9月19日，公司收到国新发展出具的《关于增持国 新健康股份的告知函》。国新发展于2025年9月17日至2025年9月19日通过深圳证券交易所交易系统以集 中竞价交易方式累计增持公司股份7,681,327股，占公司总股本的0.78%，成交总金额为人民币 81,146,136.12元（不含交易费用等）。 ...

证券简称：国新健康 证券代码：000503 编号：2025-54 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权益变动触及 1%整倍数 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。 一、增持计划的基本情况 2 2025 年 4 月 8 日，国新健康保障服务集团股份有限公司（以下简称"公司" 或"国新健康"）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》， 基于对公司未来高质量发展的信心以及公司价值的认可，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"）计划在未来 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国新健康股份，拟增持金额不低于人民币 1 亿元，不超过 人民币 2 亿元。 具体内容详见公司于 2025 年 4 月 8 日在《中国证券报》《上海证券报》《证 券时报》及巨潮资讯网（网址：www.cninfo.com.cn）披露的《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）。 二、股东权益变动情况 ...

国新健康公告，国新发展于2025年9月17日至2025年9月19日通过集中竞价累计增持768.13万股，占公司 总股本0.78%，成交金额8114.61万元；增持后其持股3180.53万股，占3.24%，中海恒及其一致行动人合 计持股2.68亿股，占27.26%，本次权益变动触及1%整数倍，增持计划仍在实施。 ...

Core Insights - The company held a performance briefing for the first half of 2025, discussing operational results and future plans, focusing on AI commercialization, digital healthcare, and cost reduction strategies [1] - The company achieved a revenue of 95.53 million yuan in the reporting period, optimizing its business structure and maintaining a leading position in the digital healthcare sector [2] Group 1: Business Performance - In the first half of 2025, the company actively responded to market changes and optimized its business structure, focusing on the integration of healthcare, medical insurance, and pharmaceuticals [1] - The company’s revenue reached 95.53 million yuan, with significant achievements in digital medical insurance, including winning a bid for a drug procurement subsystem project worth 10.66 million yuan [2] - The company holds a market share of 40.5% in payment methods and 17.4% in fund supervision, leading the industry in bid-winning scale [2] Group 2: Strategic Focus - The company is concentrating on four core business areas: comprehensive management of medical insurance funds, medical quality and safety services, drug and device regulation, and innovative health services [1] - In the second half of 2025, the company aims for steady revenue growth and cost reduction, focusing on AI model empowerment, deepening data application, and advancing comprehensive reforms [2] - The company is accelerating its AI transformation in the digital healthcare sector, launching core products like Intelligent Review 2.0 and promoting a smart service ecosystem in disease prevention and control [2]

Group 1 - The software development sector experienced a decline of 2.21% on September 18, with *ST Dongtong leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] - Notable gainers in the software development sector included Xinghuan Technology, which rose by 7.65% to a closing price of 62.76, and Xinan Century, which increased by 7.42% to 15.50 [1] Group 2 - *ST Dongtong saw a significant decline of 19.88%, closing at 2.70, with a trading volume of 112,900 shares [2] - The sector experienced a net outflow of 7.379 billion yuan from institutional funds, while retail investors contributed a net inflow of 5.749 billion yuan [2] - Major stocks that faced declines included Anbotong, which fell by 8.92% to 67.68, and Dazhihui, which decreased by 8.83% to 15.48 [2]

9月18日，国新健康涨5.37%，截至发稿，报10.80元/股，成交1.97亿元，换手率1.90%，总市值105.98亿 元。 资料显示，国新健康保障服务集团股份有限公司位于北京市东城区沙滩后街22号院2号楼、3号楼，成立 日期1987年8月28日，上市日期1992年11月30日，公司主营业务涉及医药电子商务、医疗福利管理等。 主营业务收入构成为：数字医保52.03%，数字医药26.17%，数字医疗17.70%，健康服务4.01%，房屋租 赁0.09%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 截至发稿，赵宗庭累计任职时间8年157天，现任基金资产总规模3891.48亿元，任职期间最佳基金回报 116.15%， 任职期间最差基金回报-32.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从国新健康十大流通股东角度 数据显示，华夏基金旗下1只基金位居国新健康十大流通股东。华夏中证1000ETF（159845）二季度新 进十大流 ...

Core Insights - GuoXin Health successfully held a performance briefing for the first half of 2025, highlighting its operational achievements and future plans [1][2] - The management team engaged in discussions regarding the commercialization of AI models, digital healthcare, and cost reduction strategies [2] Financial Performance - In the first half of 2025, GuoXin Health achieved operating revenue of 95.53 million yuan, with an optimized business structure [5] - The company maintained a leading position in the digital healthcare sector, with a market share of 40.5% in payment methods and 17.4% in fund supervision [5] Business Development - GuoXin Health expanded its services across 200 regions in 29 provinces, focusing on comprehensive management of healthcare funds and quality services [5] - The digital pharmaceutical sector showed strong growth, with successful contracts signed for integrated platforms in Chongqing and Zhejiang [5] Technological Innovation - The company launched the "Tianshu·Three-Med" model and the "Lingxi" intelligent platform, advancing its "AI IN ALL" initiative [6] - GuoXin Health developed a multi-dimensional database system in collaboration with the National Medical Insurance Bureau [6] Operational Efficiency - The company implemented comprehensive reforms to enhance operational efficiency, including optimizing processes and strengthening cost control [6] - Legal compliance has been integrated into decision-making processes, ensuring proper use of raised funds [6] Future Outlook - GuoXin Health aims for steady revenue growth and cost reduction, focusing on AI model empowerment and deepening data applications [6]

9月16日，国新健康保障服务集团股份有限公司以电话会议形式召开业绩说明会，地点位于北京市东城 区沙滩后街22号院2号楼、3号楼。参与此次会议的有中国证券报、上海证券报等多家新闻媒体单位，以 及华泰证券、国联民生证券等超50家机构及个人投资者。公司党委副书记、董事、总经理袁洪泉，独立 董事孙娜，副总经理、总法律顾问、首席合规官周蔚，党委委员、总会计师王文长，董事会秘书刘新星 出席会议。 会上，总经理袁洪泉介绍了2025年半年度经营情况，并对未来工作进行展望；总会计师王文长汇报了 2025年半年度财务数据。随后的互动交流环节，投资者就公司AI应用、健康险业务、各板块业绩增长 等多方面进行提问，公司领导一一解答。 数字医药业务增长可期 公司数字医药业务上半年收入高增长，毛利率提升。因业务成本主要为人工成本且相对固定，收入增加 带动毛利率上升。业务从药械智慧监管向药企数字化服务拓展，市场空间广阔，有望持续增长。 AI应用广泛，助力业绩提升 投资者关注到公司上半年设立AI中心，推出相关模型和平台，询问AI应用及商业化情况、对业务的赋 能、对订单和业绩的影响，以及中长期战略规划。公司回应称，AI已在医保、医疗、医药等多领 ...

Group 1: Company Overview and Financial Performance - The company reported a significant increase in digital pharmaceutical services revenue, achieving an 81% growth in the first half of 2025, with gross margin rising to 6% [5] - The overall revenue of the company has seen a decline due to structural adjustments in health services and a decrease in digital medical business income [6] - The company aims to maintain revenue growth momentum and reduce operational losses through comprehensive reforms and efficiency improvements [6] Group 2: AI and Technology Integration - The company established an AI center and launched the "Tianshu·Three-Medical" model and "Lingxi" intelligent platform, enhancing AI applications across various business scenarios [3][4] - AI has been successfully implemented in multiple sectors, including medical insurance and healthcare, improving operational efficiency and service quality [3][4] - The company is focused on building a closed-loop AI capability in the three medical fields, leveraging data and algorithm breakthroughs [4] Group 3: Health Insurance and Market Trends - Recent national policies have provided clear directions for the health insurance industry, emphasizing innovation and multi-layered product systems [4] - The company is actively collaborating with insurance brokers and healthcare service providers to explore data-driven health insurance services [4] - The shift in insurance companies' focus from scale expansion to risk control and product innovation is shaping the industry landscape [4] Group 4: Digital Healthcare and Future Outlook - The company anticipates a stable foundation for its digital healthcare business, supported by ongoing reforms in payment methods and regulatory oversight [5] - There is a notable increase in demand for AI-enabled healthcare services, presenting new market opportunities [5] - The company plans to introduce new products such as hospital intelligent review 2.0 and outpatient payment services, leveraging its existing partnerships with over 800 hospitals [5] Group 5: Cost Management and Operational Efficiency - The company is implementing measures to enhance operational efficiency and optimize cost structures, focusing on reducing unnecessary expenditures [6][7] - Sales expense management is being prioritized, with strategies to improve sales team performance and resource allocation [7] - The company aims to achieve a balance between cost control and revenue generation through strategic planning and process optimization [7]

Core Insights - The article highlights the significant advancements and contributions of central enterprises in China towards healthcare and technology innovation during the "14th Five-Year Plan" period, emphasizing their role in improving public welfare and healthcare services [1] Group 1: Technological Innovations in Healthcare - China Electronics has launched the first domestic non-invasive brain-machine interface headset, with nearly 200,000 units in procurement interest and over 100,000 contracts signed within a month [2] - The China Weapon Industry Group has developed a series of domestic brain-machine interface products, including flexible electrodes and high-precision EEG chips, promoting their application in industrial and medical settings [3] - The market for brain-machine interfaces is projected to exceed 3.8 billion yuan by 2025 and 5.5 billion yuan by 2027, with an annual growth rate of around 20% [3] Group 2: Smart Wearable Technology - China National Building Materials has successfully adapted micro-light night vision technology for smart wearables, enabling accurate health monitoring in consumer devices [4] - The project has led to the application for 17 patents and generated indirect economic benefits exceeding 1 billion yuan [4] Group 3: AI and Mobile Healthcare Solutions - A mobile "smart hospital" equipped with 5G and AI technology is transforming healthcare access in remote areas, having conducted over 2,880 cloud consultations and served over 110,000 people [6] - The "Yikang Manager" AI health app developed by China National New Health focuses on improving healthcare access for specific worker groups, achieving over 10,000 uses since its launch [6] Group 4: Addressing Rare Diseases and Elderly Care - China National Pharmaceutical Group is increasing investment in rare disease drug development, aiming to alleviate medication shortages for patients [8] - General Technology Group has established a home-based elderly care service system, serving over 100,000 individuals and innovating in emergency medical rescue services [9] Group 5: Future Directions and Strategic Goals - The State-owned Assets Supervision and Administration Commission plans to deepen the "AI+" initiative, aiming to create benchmarks in artificial intelligence applications across various sectors, including healthcare [7] - Central enterprises are positioned as key drivers of innovation in the healthcare sector, with a focus on enhancing their influence and competitiveness in the biopharmaceutical field [9]