Core Viewpoint - Alibaba Health (00241) has signed a 30-month lease agreement for a property in Hangzhou, enhancing its supply chain capabilities and operational efficiency [1] Group 1: Lease Agreement Details - The lease agreement is between Alibaba Health's indirect wholly-owned subsidiary, Alibaba Health Pharmaceutical Chain, and Hangzhou Chuanfu [1] - The leased property covers an area of approximately 87,000 square meters [1] - The lease term starts from August 28, 2025 [1] Group 2: Property Significance - The property is located in the Alibaba Health Logistics Park in Tangqiao Town, Linping District, Hangzhou, a key city for the company's operations in East China [1] - It will serve as a major warehouse facility for storing pharmaceuticals, medical devices, and various health-related products [1] - The establishment of this facility is expected to significantly improve the company's supply chain capabilities and operational efficiency [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED 阿里健康信息技術有限公司 （於百慕達註冊成立之有限公司） （股份代號：00241） 於2025年8月28日，本公司之間接全資附屬公司阿里健康醫藥連鎖（作為租戶）與杭 州傳賦（作為業主）就租賃該物業訂立租賃協議，租期自開始日期起計為期30個月， 據此，本集團將租賃該物業，租賃的樓面面積為約87,000平方米。 租賃協議 租賃協議之主要條款載列如下。 關連交易 — 租賃協議 租賃協議 於2025年8月28日，本公司之間接全資附屬公司阿里健康醫藥連鎖（作為租戶）與 杭州傳賦（作為業主）就租賃該物業訂立租賃協議，租期自開始日期起計為期30個 月，據此，本集團將租賃該物業，租賃的樓面面積為約87,000平方米。 上市規則之涵義 於本公告日期，阿里巴巴控股為本公司之最終控股股東。杭州傳賦為阿里巴巴控 股之間接全資附屬公司，故 ...

Market Overview - The Hang Seng Index closed at 25,201.76 points, down 1.27% [1] - The Hang Seng Tech Index closed at 5,697.53 points, down 1.47% [1] - The China Enterprises Index closed at 9,020.26 points, down 1.40% [1] - The Red Chip Index closed at 4,273.29 points, down 1.62% [1] Top Gainers - Nongfu Spring rose over 7% to 50.250 HKD [1][2] - NIO-SW increased over 4% to 51.700 HKD [1][2] - Shanghai Fudan and WanGuo Data-SW both rose over 1% [1][2] Top Losers - Beike-W fell over 6% to 47.200 HKD [1][2] - Naixue's Tea and Stone Pharmaceutical Group both dropped over 5% [1][2] - Li Ning, Alibaba Health, and Pop Mart fell over 4% [1][2] - JD Logistics, Zhou Hei Ya, and Mengniu Dairy declined over 3% [1][2] - Other notable declines include Zhou Dafu, Dongfang Zhenxuan, and Haidilao, all down over 2% [1][2]

Core Viewpoint - Alibaba Health (00241) has shown a significant increase in stock price, reflecting positive market sentiment towards its business performance and growth potential [1]. Group 1: Company Overview - Alibaba Health Information Technology Co., Ltd. is the healthcare flagship platform of Alibaba Group, focusing on self-operated pharmaceutical business, e-commerce platform business, and healthcare digital services [1]. - The company leverages advanced digital technology and operational capabilities to provide accessible, efficient, and safe healthcare services to millions of families, creating an integrated online and offline pharmaceutical health service platform [1]. Group 2: Financial Performance - As of the 2024 annual report, Alibaba Health reported total revenue of 30.598 billion yuan and a net profit of 1.432 billion yuan [2].

Core Viewpoint - Macquarie has upgraded Alibaba Health (00241) from "Underperform" to "Outperform" and raised its adjusted net profit forecasts for the fiscal years 2026 and 2027 by 6% and 20% respectively, reflecting improved profitability due to market consolidation [1] Group 1: Company Analysis - The target price for Alibaba Health has been increased from HKD 3.4 to HKD 6.78 [1] - The online healthcare industry is believed to have structurally improved, with market share accelerating from offline channels [1] - Encouragement is noted regarding leading pharmaceutical companies launching new and specialty drugs through online channels [1] Group 2: Industry Insights - The integration of Alibaba's 88VIP program is expected to bring additional traffic synergy benefits [1]

Core Viewpoint - Macquarie has upgraded Alibaba Health (00241) from "Underperform" to "Outperform" and raised its adjusted net profit forecasts for fiscal years 2026 and 2027 by 6% and 20% respectively, reflecting improved profitability due to market consolidation [1] Group 1: Company Analysis - The target price for Alibaba Health has been increased from HKD 3.4 to HKD 6.78 [1] - The online healthcare industry is believed to have structurally improved, with market share accelerating from offline channels [1] - Encouragement is noted regarding leading pharmaceutical companies adopting online channels to launch new drugs and specialty medications [1] Group 2: Industry Insights - The integration of Alibaba's 88VIP program is expected to bring additional traffic synergy benefits [1]

Group 1 - The core viewpoint of the article highlights the recent stock performance of Alibaba Health, which experienced a decline of 2.17% to 5.4 CNY per share, with a trading volume of 5.25 billion CNY [1] - Alibaba Health is the flagship platform for healthcare under Alibaba Group, focusing on self-operated pharmaceutical business, e-commerce platform business, and digital healthcare services [1] - The company leverages advanced digital technology and operational capabilities to provide accessible, efficient, and safe healthcare services to millions of families, creating an integrated online and offline pharmaceutical health service platform [1] Group 2 - As of the 2024 annual report, Alibaba Health reported total revenue of 30.598 billion CNY and a net profit of 1.432 billion CNY [2]

Core Viewpoint - Macquarie has upgraded Alibaba Health's rating from "Underperform" to "Outperform" and raised the target price from HKD 3.4 to HKD 6.78, reflecting a positive outlook on the company's profitability due to market consolidation [1] Group 1: Financial Projections - The adjusted net profit forecasts for fiscal years 2026 and 2027 have been increased by 6% and 20% respectively, indicating a stronger financial performance [1] Group 2: Industry Trends - The online healthcare industry is believed to have structurally improved, with market share accelerating from offline channels [1] - There is optimism regarding leading pharmaceutical companies adopting online channels for launching new and specialty drugs [1] Group 3: Synergy Effects - The integration of Alibaba's 88VIP program is expected to generate additional traffic synergy benefits [1]

Group 1 - The core viewpoint of the article highlights the performance of Alibaba Health, which saw a stock price increase of 2.81% to 5.48 CNY per share, with a trading volume of 300 million CNY as of 10:09 AM on August 18 [1] - Alibaba Health is the flagship platform for healthcare under Alibaba Group, focusing on self-operated pharmaceutical business, e-commerce platform business, and digital healthcare services [1] - The company leverages advanced digital technology and operational capabilities to provide accessible, efficient, and safe healthcare services to millions of families, creating an integrated online and offline pharmaceutical health service platform [1] Group 2 - As of the 2024 annual report, Alibaba Health reported total revenue of 30.598 billion CNY and a net profit of 1.432 billion CNY [2]

ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED 阿里健康信息技術有限公司 （於百慕達註冊成立之有限公司） （股份代號：00241） 提名委員會職權範圍 成員 委員會議事程序 – 1 – 1. 提名委員會（「委員會」）須由阿里健康信息技術有限公司（「本公司」）董事會（「董 事會」）設立，當中成員須以符合《香港聯合交易所有限公司證券上市規則》所規 定的獨立性要求的獨立非執行董事佔大多數。 2. 委員會主席須由董事會任命，並須為董事會主席或委員會內的獨立非執行董 事。 2A. 本公司應為提名委員會委任至少一名不同性別的董事。 3. 本公司的公司秘書或（在其缺席時）其代表應擔任委員會秘書。 4. 董事只有在他們認為自己能按其角色及職責向本公司投入足夠時間並作出貢獻 時，才同意擔任委員會的成員。 5. 委員會每年應最少舉行一次會議。委員會的任何成員或秘書可在必要時隨時召 開會議。 6. 委員會會議所需的法定人數為兩名委員會成員，其中一名必須是獨立非執行董 事。 責任與職責 – 2 – 7. 委員會可邀請以下人士出席委員會會議：(a)本公司高級管理人員和╱或任何其 他董事，及╱ ...