证券日报网讯盈康生命（300143）9月10日在互动平台回答投资者提问时表示，根据2025年半年报，高 新区产业园建设项目工程进度69.18%。公司托管医院上海永慈康复医院联合生态方傅利叶共同打造了 国内领先的康复机器人物联港，若有达到信息披露标准的相关事项，将严格按照规定及时履行信息披露 义务。 ...

银河康乐股票A（519673）基金经理为方伟。 资料显示，盈康生命科技股份有限公司位于山东省青岛市崂山区海尔路1号盈康一生大厦17楼，成立日 期1998年8月6日，上市日期2010年12月9日，公司主营业务涉及医疗器械及医疗服务,其中医疗器械板块 主要为研发、生产、销售玛西普数控放疗设备、玛西普伽玛刀及其它大型医疗设备,医疗软件开发;公司 医疗服务板块主要为围绕肿瘤预防、诊断、治疗及康复业务,通过新建和收购方式进行医院布局,建立肿 瘤专科医院线下医疗服务体系,构建上下联动的肿瘤服务网络,打造国内领先的专业肿瘤放射治疗服务平 台。主营业务收入构成为：医疗服务77.47%，其中:设备及耗材22.53%，医疗器械22.53%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓盈康生命。银河康乐股票A（519673）二季度增持18.4万股，持有 股数93.09万股，占基金净值比例为5.06%，位居第六大重仓股。根据测算，今日浮盈赚取约58.65万 元。 银河康乐股票A（519673）成立日期2014年11月18日，最新规模1.55亿。今年以来收益34.53%，同类排 名964/4222；近一年收益60.7%， ...

国泰海通证券股份有限公司 关于盈康生命科技股份有限公司 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1. 公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 0 次 | | 2. 督导公司建立健全并有效执行规章制度的情况 | | | (1)是否督导公司建立健全规章制度(包括但不限于防 止关联方占用公司资源的制度、募集资金管理制度、内 | 是 | | 控制度、内部审计制度、关联交易制度) (2)公司是否有效执行相关规章制度 | ル | | 3. 募集资金监督情况 | | | (1)查询公司募集资金专户次数 | 每月1次,共6次 | | (2)公司募集资金项目进展是否与信息披露文件一致 | 是 | | 4. 公司治理督导情况 | | | (1) 列席公司股东会次数 | 0 次,已审阅相关会议文件 | | (2)列席公司董事会次数 | 0 次,已审阅相关会议文件 | | (3)列席公司监事会次数 | 0次,已审阅相关会议文件 | | 5. 现场检查情况 | | | (1)现场检查次数 | 0 次,计划下半 ...

Group 1 - The company, Yingkang Life, has stated that it is currently not involved in the research and manufacturing of exoskeleton robot products [1] - The company remains attentive to cutting-edge technologies that can empower future medical services [1]

Core Viewpoint - Haier Group is rapidly expanding in the health industry, having acquired three A-share companies: Shanghai Laishi, Haier Bio, and Yinkang Life, creating a diverse portfolio in blood products, medical devices, and healthcare services [1][3]. Financial Performance - Shanghai Laishi reported a revenue of approximately 3.952 billion yuan, a year-on-year decrease of 7.06%, and a net profit of about 1.03 billion yuan, down 17% [3]. - Haier Bio's revenue was around 1.196 billion yuan, a decline of 2.27%, with a net profit of 143 million yuan, down 39.09% [4]. - Yinkang Life was the only company to show net profit growth, achieving a revenue of 843 million yuan, up 2.4%, and a net profit of 61.83 million yuan, up 12.82% [4]. Goodwill Concerns - All three companies have significant goodwill on their balance sheets, with Shanghai Laishi's goodwill reaching 8.308 billion yuan, an increase from 5.073 billion yuan the previous year [6]. - Yinkang Life's goodwill increased to 1.012 billion yuan from 693 million yuan, while Haier Bio's goodwill stood at 759 million yuan [7]. - The high goodwill poses a risk of impairment, which could adversely affect net profits if the acquired companies underperform [7]. Industry Challenges - Shanghai Laishi faces intense competition in the blood products sector, with pricing pressures due to market consolidation [9]. - Haier Bio is experiencing a downturn in the low-temperature storage equipment market and is diversifying into new sectors to mitigate this decline [9]. - Yinkang Life is focused on building a comprehensive healthcare ecosystem, emphasizing original technology and clinical value [10]. Strategic Direction - Haier's strategy involves a combination of acquisitions and organic growth to establish a full-chain layout in the health sector, leveraging its strengths in manufacturing and supply chain management [10][11]. - The company aims to balance capital expansion with stable operations, emphasizing meticulous management and long-term strategies to address short-term challenges [11].

Group 1 - The core point of the article is that Yingkang Life reported its goodwill value as of June 30, 2025, to be 1.012 billion yuan, primarily resulting from acquisitions of several hospitals and medical equipment companies [1] - As of June 30, 2025, the total assets of the company amounted to 4.151 billion yuan, reflecting a growth of 17.37% compared to the beginning of the year [1] - The total equity of the company reached 2.582 billion yuan, which is an increase of 4.17% from the start of the year [1]

Group 1 - The company is closely monitoring the application and development of cutting-edge technologies such as brain-computer interfaces in the healthcare sector [2] - The company evaluates all potential collaboration opportunities from multiple dimensions including strategic alignment, technical feasibility, economic benefits, and risk control [2]

Market Overview - On September 1, the medical services sector rose by 3.84%, with Yingkang Life leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Medical Services - Yingkang Life (300143) closed at 12.00, up 12.78% with a trading volume of 544,600 shares and a transaction value of 639 million [1] - Zihua Medicine (600721) closed at 9.85, up 10.06% with a trading volume of 562,700 shares [1] - Innovation Medical (002173) closed at 25.19, up 10.00% with a trading volume of 1,271,700 shares and a transaction value of 3.071 billion [1] - Other notable gainers include Puwis (301257), Baicheng Medicine (301096), and WuXi AppTec (603259) with respective increases of 8.59%, 8.46%, and 8.02% [1] Market Capital Flow - The medical services sector saw a net inflow of 1.699 billion in main funds, while retail funds experienced a net outflow of 1.134 billion [2] - The main funds showed a positive trend in several stocks, particularly WuXi AppTec with a net inflow of 1.087 billion [3] Individual Stock Performance - WuXi AppTec (603259) had a main fund net inflow of 1.087 billion, while retail funds saw a net outflow of 660 million [3] - Innovation Medical (002173) experienced a main fund net inflow of 405 million, with retail funds showing a net outflow of 240 million [3] - Sanbo Brain Science (301293) had a main fund net inflow of 152 million, while retail funds saw a net outflow of 107 million [3]

Core Viewpoint - 盈康生命 has demonstrated steady growth in a challenging industry environment, achieving a revenue of 843 million yuan, a year-on-year increase of 2.4%, and a net profit of 61.83 million yuan, up 12.8% [3] Group 1: Medical Services - The company is focusing on the construction of a tumor specialty service system integrated with artificial intelligence, transitioning from scale expansion to quality and efficiency [4] - The acquisition of Changsha Kexin Tumor Hospital enhances the company's tumor medical service capabilities in Central China, filling a strategic gap and potentially increasing future growth [5] - The tumor revenue from the medical services segment reached 214.95 million yuan, a year-on-year increase of 25.14%, with significant growth in outpatient visits and advanced surgical procedures [5][6] Group 2: AI Integration - 盈康生命 is one of the few medical groups to implement AI comprehensively, improving diagnostic efficiency and patient experience significantly [6][7] - AI applications have led to a 66% increase in image reading efficiency and a 300% improvement in follow-up efficiency for discharged patients, resulting in a high patient net promoter score (NPS) of 92.5% [7] Group 3: Medical Devices - The company is advancing its medical device segment through high-end upgrades and global expansion, achieving a 35% year-on-year increase in overseas revenue [8][9] - Key products have seen market share growth, with the infusion pump ranking third in the domestic market, and the company has established nine new overseas distributors [9] Group 4: Future Outlook - 盈康生命 is building a comprehensive health ecosystem through AI empowerment and industry collaboration, transitioning from a traditional medical service provider to a holistic health management platform [10]

Group 1 - The company emphasizes the importance of investor relations management and is committed to maintaining open and efficient communication with investors through various channels [1] - The company plans to continuously optimize its investor relations efforts, enrich communication formats, and actively listen to market feedback to enhance market recognition of the company [1]