Core Viewpoint - Meinian Health (002044) announced a significant increase in net profit for the first three quarters, projecting a net profit between 42 million to 62 million yuan, representing a year-on-year growth of 70.51% to 151.70% [2] Financial Performance - The stock price of Meinian Health closed at 5.43 yuan, up 4.42%, with a trading volume of 8.23 billion yuan and a turnover rate of 3.96% [2] - Over the past five days, the stock has increased by 9.26% [2] - A statistical analysis indicated that 77.97% of stocks with a profit forecast increase of over 50% saw their prices rise on the announcement day, with 10 stocks hitting the daily limit [2] - In the five days following the announcement, 81.36% of these stocks experienced price increases [2] Capital Flow - The net inflow of main funds for Meinian Health today was 94.75 million yuan, with a total net inflow of 54.91 million yuan over the past five days [2] - As of October 14, the balance of margin trading was 1.043 billion yuan, with a financing balance of 1.031 billion yuan, reflecting a decrease of 0.90% from the previous trading day, while the financing balance has increased by 8.77% over the past five days [2]

北京商报讯（记者 王寅浩 实习记者 宋雨盈）10月15日，美年健康发布公告称，预计公司2025年前三季 度实现营业收入68.5亿—70.1亿元，比上年同期下降1.83%—4.07%；归属于上市公司股东的净利润4200 万—6200万元，比上年同期增长70.51%—151.7%；归属于上市公司股东的扣除非经常性损益的净利润 850万—2200万元，比上年同期增长4.35%—170.09%。 ...

Core Viewpoint - Meinian Health (002044) expects a significant increase in net profit for the first three quarters of the year, despite a slight decline in revenue [1] Financial Performance - The company forecasts a net profit attributable to shareholders of 42 million to 62 million yuan, representing a year-on-year growth of 70.51% to 151.7% [1] - Projected operating revenue is between 6.85 billion and 7.01 billion yuan, indicating a year-on-year decrease of 1.83% to 4.07% [1] Business Strategy - In the third quarter, which is the peak season for health check-ups, the company actively promotes revenue growth and inspection services [1] - Overall order signing and customer unit price remain stable, with an increase in the proportion of key customer contracts and inspection share [1] - The company continues to drive the conversion, repurchase, and expansion of group and individual health check-ups through comprehensive customer journey management [1]

公告称，进入第三季度体检旺季，公司积极推动增收促检工作，整体订单签定与客单价保持稳定，重点 客户签单占比与到检份额有所提升，继续以客户全旅程管理推动团个检的转化、复购与裂变。 智通财经APP讯，美年健康(002044.SZ)披露2025年前三季度业绩预告，公司预计归属于上市公司股东的 净利润4200万元–6200万元，同比增长70.51%–151.70%;扣除非经常性损益后的净利润850万元–2200万 元，同比增长4.35%–170.09%。 ...

Core Viewpoint - Meinian Health (002044.SZ) expects a significant increase in revenue and net profit for the first three quarters, driven by AI technology integration and a focus on customer management [1] Financial Performance - Estimated revenue for the first three quarters is between 685 million and 701 million yuan, with a net profit attributable to shareholders ranging from 42 million to 62 million yuan, representing a year-on-year growth of 70.51% to 151.70% [1] - Net profit after excluding non-recurring gains is projected to be between 8.5 million and 22 million yuan, showing a year-on-year increase of 4.35% to 170.09% [1] - Revenue generated from AI technology integration amounts to 249.64 million yuan, reflecting a 71.02% increase compared to the same period last year [1] Business Strategy - The company is actively promoting revenue growth and customer engagement during the peak health check season in the third quarter, maintaining stable overall order signing and customer unit price [1] - There is an increase in the proportion of key customer contracts and check-in shares, with a focus on managing the entire customer journey to enhance conversion, repurchase, and expansion [1] - The company continues to leverage AI and digitalization for efficiency and cost reduction, implementing precise cost-cutting measures while enhancing revenue through differentiated product offerings and exceptional service experiences [1] - The aim is to establish a lean operational system that integrates medical, marketing, and management functions, reinforcing a positive cycle of "professional examination - in-depth service - scientific customization - continuous repurchase" in anticipation of the fourth quarter health check peak [1]

Core Insights - The CSI Medical Index (399989) closed at 7552.84 points, up 1.42%, with a trading volume of 20.99 billion yuan and a turnover rate of 1.72% [1] - Among the index constituents, 40 stocks rose, with Jiuzhou Pharmaceutical leading at a 6.04% increase, while 10 stocks fell, with BGI Genomics leading the decline at 2.93% [1] Index Constituents Summary - The top ten constituents of the CSI Medical Index include: - WuXi AppTec (603259) with a weight of 14.78%, latest price at 99.46, and a 3.69% increase [1] - Mindray Medical (300760) with a weight of 8.91%, latest price at 230.50, and a slight decrease of 0.08% [1] - United Imaging Healthcare (688271) with a weight of 8.15%, latest price at 148.36, and a 0.38% increase [1] - Aier Eye Hospital (300015) with a weight of 6.25%, latest price at 12.68, and a 0.16% increase [1] - Kanglong Chemical (300759) with a weight of 3.44%, latest price at 31.35, and a 4.33% increase [1] - Tigermed (300347) with a weight of 3.26%, latest price at 55.07, and a 2.51% increase [1] - Aimeike (300896) with a weight of 2.98%, latest price at 175.15, and a slight decrease of 0.19% [1] - New Industry (300832) with a weight of 2.92%, latest price at 62.62, and a decrease of 0.98% [1] - Huatai Medical (688617) with a weight of 2.91%, latest price at 311.26, and a slight decrease of 0.08% [1] - Yuyue Medical (002223) with a weight of 2.55%, latest price at 38.00, and a 0.66% increase [1] Capital Flow Analysis - The CSI Medical Index constituents experienced a net inflow of 397 million yuan from institutional investors, while retail investors saw a net outflow of 204 million yuan [3] - Key stocks with significant capital flow include: - Meinian Health (002044) with a net inflow of 88.56 million yuan from institutional investors [3] - Aier Eye Hospital (300015) with a net inflow of 81.55 million yuan from institutional investors [3] - Mindray Medical (300760) with a net inflow of 79.59 million yuan from institutional investors [3] - Jiuzhou Pharmaceutical (603456) with a net inflow of 62.91 million yuan from institutional investors [3] - Huatai Medical (688617) with a net inflow of 28.38 million yuan from institutional investors [3]

Core Viewpoint - The company expects a net profit of 263 million to 283 million yuan for the first three quarters of 2025, representing a year-on-year growth of 9.55% to 17.87% [1] Financial Performance - The projected net profit for the third quarter of 2025 is expected to be positive, although the specific amount has not been disclosed [1] - The anticipated operating revenue for the first three quarters of 2025 is between 2.741 billion and 2.901 billion yuan, which indicates a decline of 1.18% to 6.63% compared to the same period last year [1] Growth Drivers - The company attributes its performance growth to proactive revenue enhancement and inspection promotion efforts in the third quarter, along with ongoing cost reduction and efficiency improvement measures [1]

一、本期业绩预计情况 （一）业绩预告期间 2025年1月1日至2025年9月30日 （二）业绩预告情况 证券代码：002044 证券简称：美年健康 公告编号：2025-075 美年大健康产业控股股份有限公司 2025年前三季度业绩预告 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。 二、与会计师事务所沟通情况 本次业绩预告相关财务数据未经过注册会计师审计。 三、业绩变动原因说明 1、进入第三季度体检旺季，公司积极推动增收促检工作，整体订单签定与 客单价保持稳定，重点客户签单占比与到检份额有所提升，继续以客户全旅程管 理推动团个检的转化、复购与裂变；2、公司坚持 AI 与数字化赋能，在上半年提 效降本取得一定进展的基础上，持续秉持"多元增收、科学降本"，坚定实施科学 精准的降本增效措施，继续以"差异化产品力与极致服务体验"发力专项体检与检 后健康管理，打造医疗、营销、管理一体化的精益运营体系，巩固"专业检查-深 度服务-科学定制-持续复购"正向循环，迎接第四季度体检旺季，持续推动公司经 营高质量发展。 四、其他相关说明 预计的经营业绩：预计净利润为正值且属于同向 ...

Market Overview - On October 15, the AI medical sector rose by 2.05%, with Saili Medical leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Saili Medical (603716) closed at 26.86, up 7.31% with a trading volume of 384,800 shares and a transaction value of 1.02 billion [1] - Meinian Health (002044) closed at 5.43, up 4.42% with a trading volume of 1,534,300 shares and a transaction value of 823 million [1] - Hongbo Pharmaceutical (301230) closed at 33.40, up 3.99% with a trading volume of 33,500 shares and a transaction value of 111 million [1] - Other notable stocks include Electric Science Digital (600850) up 3.79% and Yao Stone Technology (300725) up 3.45% [1] Capital Flow - The AI medical sector saw a net inflow of 189 million from institutional investors, while retail investors experienced a net outflow of 78.98 million [2][3] - Meinian Health had a net inflow of 88.56 million from institutional investors, but a net outflow of 93.20 million from retail investors [3] - Saili Medical also experienced a net inflow of 71.52 million from institutional investors, with retail investors withdrawing 32.95 million [3]

Group 1 - The core viewpoint of the news is that Meinian Health has seen a stock price increase of 5%, reaching 5.46 CNY per share, with a total market capitalization of 21.372 billion CNY [1] - Meinian Health's main business involves health check-ups and health management, with 95.67% of its revenue coming from health check-up services and 4.33% from other services [1] Group 2 - According to data, a fund under Xingzheng Global Fund has heavily invested in Meinian Health, with the Xingquan CSI 800 Six-Month Holding Index Enhanced A fund increasing its holdings by 6.478 million shares, totaling 13.3889 million shares, which constitutes 5.88% of the fund's net value [2] - The Xingquan CSI 800 Six-Month Holding Index Enhanced A fund has a current scale of 1.02 billion CNY and has achieved a year-to-date return of 13.02% [2] - The fund manager, Shen Qing, has a tenure of nearly 15 years, with the best fund return during this period being 164.92% [3]