Core Viewpoint - New Mileage (002219.SZ) announced that its chairman, Lin Yanglin, is under investigation by the Taiyuan Municipal Xiaodian District Supervisory Committee, which has led to his inability to perform his duties, although the matter is unrelated to the company [1][3] Company Governance and Management - The company has appointed director Xu Minggui to act as chairman during Lin Yanglin's absence, as per the company's articles of association [1] - New Mileage emphasizes its robust governance and internal control mechanisms, stating that other board members and senior management are functioning normally, and the company's operations remain unaffected [3] Business Strategy and Performance - Lin Yanglin has been instrumental in proposing a "comprehensive hospital + specialized branch" chain model to strengthen regional medical center layouts, with 24 hospitals established across six major regions by 2024 [2][4] - The company reported a revenue of 796 million yuan in Q1 2025, a year-on-year decline of 16.49%, and a net profit of 25.65 million yuan, down 9.35% year-on-year [3] - New Mileage's net profit saw a significant drop of 80.29% in 2023, followed by a nearly 300% increase in 2024, indicating substantial performance volatility [3] Company Background - New Mileage, originally known as Hengkang Medical Group, was listed on the A-share market in March 2008 and has transitioned from a traditional Chinese medicine manufacturer to a comprehensive healthcare group [3][4] - The company currently operates three tertiary hospitals and 14 secondary hospitals, with nearly 10,000 beds across its facilities [4]

Group 1: Hospital Upgrade and Financial Impact - Upgrading from a secondary to a tertiary hospital will increase general medical service charges by approximately 10% and surgical and examination fees by an average of 15% [3] - The estimated annual revenue increase from the upgrade is over 20 million CNY, with a cash flow increase of about 40 million CNY [4] - The reimbursement threshold for resident insurance will rise from 600 CNY to 900 CNY, and for employee insurance from 400 CNY to 600 CNY, leading to a decrease in reimbursement ratios by 5% for outpatient services and 4-7% for inpatient services [3][4] Group 2: Competitive Advantages and Service Capabilities - The hospital is the only tertiary comprehensive hospital in Siyang County, with a leading position in scale, talent, and technology [6] - It has 14 municipal clinical key specialties and 32 county-level clinical key specialties, including a national-level trauma center and stroke center [7] - The hospital has a high recognition rate among the public and employs a significant proportion of senior healthcare professionals in the county [6] Group 3: Future Development Plans - The East Hospital District is focused on oncology, rehabilitation, chronic disease management, and integrated medical care, with plans to establish a cancer treatment center [8] - Future developments will include specialized centers for emergency medicine, integrated lung cancer treatment, and metabolic disease management [8] - The hospital aims to meet the healthcare needs of the aging population and children by developing standardized specialty services [8] Group 4: Financial Structure and Cost Management - The hospital's drug cost ratio is approximately 36%, which is lower than the average for similar hospitals, with effective income accounting for 64% of total revenue [9] - The company plans to enhance hospital performance through service level improvements, optimizing disease structures, and increasing non-insured income [10] - Collaboration with insurance companies aims to increase the proportion of commercial insurance in hospital revenue [11][12]

新里程健康科技集团股份有限公司 证券简称：新里程 证券代码：002219 公告编号：2025-041 新里程健康科技集团股份有限公司 关于重大事项的公告 新里程健康科技集团股份有限公司（以下简称"公司"）收到公司董事长林 杨林先生家属的通知，公司董事长林杨林先生被太原市小店区监察委员会实施留 置并立案调查。公司确认董事长林杨林先生近期无法履职，所涉事项与公司无关。 截至本公告日，公司未被要求协助调查。 根据《公司章程》第一百一十六条的规定，公司半数以上董事共同推举董事 许铭桂先生在董事长林杨林先生无法履职期间代为履行公司董事长职责。公司拥 有完善的治理及内部控制机制，已对相关事项做了妥善安排。目前，其他董事、 监事、高级管理人员均正常履职，公司及子公司生产经营情况一切正常，本事项 预计不会对公司生产经营造成实质性重大不利影响。 截至本公告日，公司尚未知悉本事项的进展及明确结论，公司将持续关注上 述事项的后续情况，并严格按照有关法律、法规的规定和要求，及时履行信息披 露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 新里程健康科技集团股份有限公司 董 事 会 二〇二五年七月四日 1 本公司及董事会全体 ...

Company Overview - New Mile Health Technology Group Co., Ltd. focuses on medical services and pharmaceutical industry, with a primary product line that includes medicines and medical products [1] - The company has over 20 years of experience in drug production, establishing a series of traditional Chinese medicine centered around the "Duyiwei" brand, which is recognized in the 2020 edition of the "Chinese Pharmacopoeia" [1] Financial Performance - For Q1 2025, the company reported a revenue of 796 million yuan, a year-on-year decrease of 16.49%, and a net profit of 25.65 million yuan, down 9.35% year-on-year, with a gross margin of 27.96% [1] - The current stock price is 2.17 yuan, reflecting a decline of 1.36%, with a rolling price-to-earnings (PE) ratio of 65.56 times [1] Market Position - The average PE ratio for the medical services industry is 41.66 times, with a median of 43.26 times, positioning New Mile at 34th place within the industry [2] - The company's total market capitalization is 7.351 billion yuan [2] Shareholder Information - As of June 10, 2025, New Mile has 64,494 shareholders, an increase of 419 since the last report, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1]

Core Insights - HomeFacialPro (hfp) has announced actress Liu Tao as its new spokesperson, promoting the theme "Gentle, Yet Powerful" to highlight the effectiveness of its fruit acid skincare products [1][2] - The collaboration aims to resonate with hfp's brand philosophy of "Let Ingredients Touch the Skin," emphasizing the importance of effective ingredients in skincare [2][4] Brand and Product Strategy - hfp focuses on addressing skincare issues such as excessive oil secretion and dull skin by utilizing fruit acid ingredients, specifically through its fruit acid essence water product [3][4] - The fruit acid essence water features a three-generation fruit acid formula that targets different skin layers, effectively unclogging pores and improving skin conditions like blackheads and acne [3] - The product includes innovative ingredients like bifida ferment and centella asiatica extract, ensuring a gentle yet effective skincare experience with a 90% repair essence base [3] Market Position and Performance - hfp has established a diverse product matrix, including various skincare items from basic lotions to advanced serums, accumulating over 30 million users [4] - The brand has been recognized as the top seller in the fruit acid skincare e-commerce market in China for three consecutive years, solidifying its position as the leading fruit acid facial care brand [4][5] - hfp's success is attributed to its deep understanding of user needs and strong research capabilities, including a partnership with Shanghai Jiao Tong University for innovative fruit acid research [4][6]

本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 名称：康县独一味药材种植开发有限公司 一、担保情况概述 近日，新里程健康科技集团股份有限公司（以下简称"新里程"或"公司"）全资子公司康县独一味生物制 药有限公司（以下简称"独一味制药"）与兰州银行股份有限公司陇南武都支行（以下简称"兰州银行武 都支行"）分别签署了《最高额连带责任保证合同》，独一味制药分别为康县独一味药材种植开发有限 公司（以下简称"独一味种植"）、甘肃佛仁制药科技有限公司（以下简称"佛仁制药"）向兰州银行武都 支行申请最高授信额度提供连带责任保证，担保额度分别为人民币1,000万元及1,450万元。 二、担保审议情况 上述担保为全资子公司对公司合并报表范围内的子公司及二级控股子公司提供担保，均已履行了内部决 策程序，佛仁制药其他股东曹明月同时提供了相应的担保。根据《深圳证券交易所上市公司自律监管指 引第1号一一主板上市公司规范运作》的相关规定，无需提交公司董事会和股东大会审议。 三、被担保方基本情况 1、基本情况 成立日期：2011年11月8日 注册地点：甘肃省陇南市康县王坝独一味工业园区 法定代表 ...

新里程健康科技集团股份有限公司 证券简称：新里程 证券代码：002219 公告编号：2025-040 新里程健康科技集团股份有限公司 关于全资子公司为子公司及二级控股子公司提供担保的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 近日，新里程健康科技集团股份有限公司（以下简称"新里程"或"公司"） 全资子公司康县独一味生物制药有限公司（以下简称"独一味制药"）与兰州银 行股份有限公司陇南武都支行（以下简称"兰州银行武都支行"）分别签署了《最 高额连带责任保证合同》，独一味制药分别为康县独一味药材种植开发有限公司 （以下简称"独一味种植"）、甘肃佛仁制药科技有限公司（以下简称"佛仁制 药"）向兰州银行武都支行申请最高授信额度提供连带责任保证，担保额度分别 为人民币 1,000 万元及 1,450 万元。 二、担保审议情况 上述担保为全资子公司对公司合并报表范围内的子公司及二级控股子公司 提供担保，均已履行了内部决策程序，佛仁制药其他股东曹明月同时提供了相应 的担保。根据《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司 规范运作》 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of New Mile Health Technology Group Co., Ltd, indicating a decline in revenue and net profit in the latest quarterly report [1][2] - As of June 30, the closing price of New Mile was 2.2 yuan, down 1.79%, with a rolling PE ratio of 66.47 times and a total market value of 7.452 billion yuan [1] - The company operates in the medical services and pharmaceutical industry, focusing on drug production for over 20 years, with its main product being the "Duyiwei" series of traditional Chinese medicine [1] Group 2 - The average PE ratio for the medical services industry is 41.55 times, with a median of 42.46 times, positioning New Mile at 34th place among its peers [2] - The latest quarterly report for Q1 2025 shows that the company achieved a revenue of 796 million yuan, a year-on-year decrease of 16.49%, and a net profit of 25.65 million yuan, down 9.35% year-on-year, with a gross profit margin of 27.96% [1]

Group 1: Market Performance - The US stock market showed strong momentum on June 27, with all three major indices opening higher, marking a significant recovery from earlier declines [1] - The S&P 500 index successfully surpassed its historical high from February 2025, while the Nasdaq Composite index exceeded its December 2024 high, recovering from a 27% decline earlier this year [1] - Nvidia's stock performed exceptionally well, achieving over a 1% increase and reaching a new all-time high, with its market capitalization surpassing $3.8 trillion, reclaiming the title of the world's most valuable company [1] Group 2: Sector Performance - Technology stocks, particularly in the semiconductor and AI sectors, were the primary drivers of the market's upward movement [1] - The Philadelphia Semiconductor Index rose by 0.7%, with ARM's stock increasing by over 3% and Intel's stock rising by over 2%, further solidifying the leading position of tech stocks in the market [1] Group 3: Investment Outlook - UBS Wealth Management expressed optimism about the US stock market, raising its year-end target for the S&P 500 index from 6,000 to 6,200 and its 2026 target from 6,400 to 6,500, citing strong long-term trends in AI development [3] - The adoption rate of AI among businesses has been increasing, rising from 5.7% in Q4 of the previous year to 9.2% in Q2 of this year, significantly outpacing historical performance in the e-commerce sector [3] Group 4: Economic Indicators - The core PCE price index for May was reported at an annual rate of 2.68%, exceeding market expectations and reaching its highest level since February 2025 [6] - Despite a 0.1% decline in personal spending, which is the largest drop since the beginning of the year, inflationary pressures remain a concern [6] - The Federal Reserve's internal divisions regarding the timing and extent of potential interest rate cuts are increasing, influenced by differing views on the impact of tariffs on inflation and labor market resilience [6]

Core Viewpoint - Nvidia is on the verge of becoming the first company to reach a market capitalization of $4 trillion, following its previous milestone of being the first chip manufacturer to hit $1 trillion two years ago [1] Group 1: Market Performance - Nvidia's stock price has rebounded to historical highs after a significant drop earlier this year due to concerns about slowing investments in AI infrastructure [1] - Since its low in April, Nvidia's market capitalization has increased by 64%, reaching $3.78 trillion, surpassing Microsoft [1] Group 2: Customer Demand and Future Projections - There is a growing demand for Nvidia's latest AI accelerators, with investors believing there is substantial upside potential for the stock [4] - Loop Capital analyst Ananda Baruah raised Nvidia's target price from $175 to $250, suggesting a market cap of approximately $6 trillion, with expectations that AI spending will reach nearly $2 trillion annually by 2028 [4] Group 3: Competitive Landscape and Risks - Despite initial concerns about customer spending cuts due to cheaper alternatives like DeepSeek, major tech companies are increasing their capital expenditures, with an estimated $350 billion planned for the upcoming fiscal year [5] - Nvidia's chips are produced by TSMC, making the company susceptible to changes in U.S. trade policies, particularly those related to tariffs [5] - There are concerns that Nvidia's largest customers may alter their investment strategies, including developing their own chips to reduce reliance on Nvidia [6] Group 4: Valuation and Long-term Outlook - Nvidia's stock has a price-to-earnings ratio of 32 times expected earnings for the next 12 months, compared to the S&P 500's 22 times [6] - Despite potential volatility in performance and consumer spending, Nvidia is viewed as a significant beneficiary of long-term structural changes driven by AI technology [6]