Group 1 - The core point of the article is that Alibaba Health has announced a marketing promotion service framework agreement with Alibaba Mama, covering a three-year period from April 1, 2024, to March 31, 2027 [1] - The board anticipates that the original annual cap for marketing promotion services for the two fiscal years ending March 31, 2027, will be insufficient to meet the group's business needs [1] - On November 26, 2025, the board proposed to amend the original annual cap for marketing promotion services in accordance with the Listing Rules Chapter 14A [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） 持續關連交易 — 於本公告日期，阿里巴巴控股為本公司的最終控股股東。由於阿里巴巴控股直接 或間接控制阿里媽媽公司或為其阿里媽媽公司的最終股東，阿里媽媽公司成員公 司為阿里巴巴控股的聯繫人，因此為本公司關連人士。故根據上市規則，2025年 至2027年營銷推廣服務框架協議項下擬進行交易構成本公司持續關連交易。 根據上市規則第14A.54(1)條，本公司將須於營銷推廣服務之原有年度上限超額 之前重新遵守上市規則第14A章適用於相關持續關連交易的規定。由於參考2025 年至2027年營銷推廣服務框架協議項下經修訂年度上限計算的一項或多項適用百 分比率超過5%，故修訂營銷推廣服務之原有年度上限須遵守上市規則第14A章 項下的申報、公告、年 ...

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） 截至2025年9月30日止六個月 中期業績公告 阿里健康信息技術有限公司（「本公司」或「阿里健康」）董事（「董事」）會（「董事會」）欣然公 佈本公司及其附屬公司（統稱「本集團」）截至2025年9月30日止六個月（「報告期」）之未經 審核中期業績，連同去年同期（「同期」）的未經審核比較數字。本公司審核委員會已審閱 中期簡明綜合財務報表。 摘要 報告期內，本集團業務保持高質量穩健增長，總收入為16,697.1百萬元人民幣，同比增 長17.0%。淨利潤額為1,266.4百萬元人民幣，同比增長64.7%。淨利潤率由5.4%增長至 7.6%。調整後淨利潤額為1,356.3百萬元人民幣，同比增長38.7%。截至2025年9月30 日，我們運營 ...

Group 1 - Alibaba Health (00241) shares increased by nearly 3%, currently trading at 6.1 HKD with a transaction volume of 499 million HKD [1] - There is a significant rise in demand for flu-related medications on Alibaba Health's platform, with a more than 500% week-on-week increase in the number of buyers for antiviral drugs [1] - The drug Mabalosavir showed exceptional performance, with a more than 600% increase in the number of buyers compared to the previous week [1] Group 2 - The flu season has started earlier this year, with a rapid increase in flu activity nationwide, particularly in Beijing, which has entered a high incidence period for respiratory infectious diseases [1] - According to Everbright Securities, the demand for cold medications is expected to exceed market expectations in Q4 2025, as flu cases rise with the drop in temperatures [1] - The recent increase in flu cases is likely to raise public and market awareness, driving demand for flu prevention and testing products [1]

Core Viewpoint - Alibaba Health (00241) has seen a nearly 3% increase in stock price, attributed to a significant rise in demand for flu-related medications on its platform as the flu season approaches [1] Group 1: Stock Performance - Alibaba Health's stock price rose by 2.01%, reaching 6.1 HKD, with a trading volume of 499 million HKD [1] Group 2: Demand for Flu Medications - There has been a notable increase in the demand for flu medications on Alibaba Health's platform, with a more than 500% week-on-week growth in the number of buyers for antiviral drugs [1] - Specifically, the drug Mabalosavir has seen a remarkable increase, with buyer numbers growing over 600% week-on-week, leading the growth [1] - Oral antiviral liquid medications also experienced a 50% week-on-week increase in buyer numbers, indicating heightened consumer awareness regarding flu prevention and treatment [1] Group 3: Market Trends and Projections - According to reports, flu activity has rapidly increased nationwide since November, with Beijing entering a high incidence period for respiratory infectious diseases [1] - Everbright Securities forecasts that as temperatures drop, flu cases will rise significantly, potentially increasing public and market attention on flu prevention and testing products [1] - The demand for cold medications is expected to peak in Q4 2025, with sales and shipments likely to see a turnaround, surpassing market expectations due to the current upward trend in flu cases [1]

Core Viewpoint - The commercial aerospace sector is experiencing significant positive catalysts, leading to a surge in stock prices and investor interest, particularly in companies related to satellite and rocket technology [1][5][6]. Market Performance - Major A-share indices saw an overall increase, with the ChiNext Index rising nearly 2.8% and the technology sector performing strongly, particularly the communication index which surged by 5.61% [1][2]. - Individual stocks such as LeiKe Defense (002413) experienced substantial gains, with trading volumes reaching historical highs [3][4]. Company Highlights - LeiKe Defense's stock has been on a continuous rise, with a trading volume nearing 26 billion yuan, approaching its historical peak [3][4]. - The company reported no significant changes in its operational environment and confirmed that its major shareholder did not trade shares during the stock's price fluctuations [4]. Industry Developments - The National Space Administration's recent action plan aims for significant growth in the commercial aerospace industry by 2027, focusing on safety, efficiency, and innovation [5]. - The successful first flight of China's reusable rocket "Zhuque-3" is anticipated to address the major cost issues in commercial aerospace [6]. Growth Potential - Analysts predict that several commercial aerospace stocks will see net profit growth exceeding 30% in 2026 and 2027, with some companies like WoGe Optoelectronics and Shanghai Hanxun expected to exceed 50% growth [7][9]. - Companies such as HaiGe Communication are expanding their product offerings and market presence, indicating strong future growth potential [8].

Core Viewpoint - Alibaba Health (0241.HK) experienced a significant stock price increase, rising nearly 6% and surpassing HKD 6, with a latest market capitalization of HKD 96.4 billion [1] Group 1: Demand Surge - Demand for antiviral drugs for influenza has notably increased, with the number of buyers rising fivefold over the past two weeks (November 10 to 23) [1] - The purchase of the antiviral drug Mabalosavir saw a more than sixfold increase, leading the growth in demand [1] - The number of buyers for antiviral oral liquids also increased by 50% [1] Group 2: Market Insights - Experts indicate that the H3N2 strain circulating this year is different from previous years, resulting in lower immunity among the population and facilitating easier transmission [1] - As a platform, Alibaba Health benefits from both self-operated businesses (such as Alibaba Health Pharmacy) and commissions and service fees from third-party merchants on the Tmall Medicine platform [1] - The fivefold increase in demand for antiviral drugs directly translates to a surge in order volume and sales, leading to increased revenue and profit for Alibaba Health [1]

据智通财经，11月25日，记者获悉，随着流感季提前到来，阿里健康平台上的相关药品需求呈现明显上 升趋势。阿里健康平台数据显示，近两周（11.10-11.23）流感应季药品的关注度和购买量均有明显提 升。总体而言，流感抗病毒药物购买人数呈现超500%的环比增长。其中玛巴洛沙韦表现尤为突出，购 买人数环比增长超600%，增速领先；抗病毒口服液购买人数环比50%。反映出消费者对流感的防治意 识进一步增强。专家指出，今年流行的甲型H3N2毒株与往年不同，人群普遍免疫力较低，更易引发传 播，值得公众警惕。 （文章来源：第一财经） ...

Core Viewpoint - Alibaba Health and Taobao Flash Purchase have launched a new service called "Home Flash Testing," which allows users to conduct professional-level respiratory virus and bacteria testing from home, providing timely reports to ease the pressure on healthcare systems during flu season [1][2]. Group 1 - The "Home Flash Testing" service is currently in trial operation in four cities: Beijing, Shanghai, Guangzhou, and Hangzhou [1]. - Users can book the service through the Taobao App, where trained couriers will deliver sampling kits and assist in sample collection, with results available online within an average of three hours [1]. - The "Respiratory Virus and Bacteria 12-in-1 Test" covers 12 common respiratory pathogens, including various strains of influenza and COVID-19, addressing diverse testing needs during peak seasons [1]. Group 2 - The launch of "Home Flash Testing" represents a deep collaboration between Taobao Flash Purchase and Alibaba Health in the localized healthcare service sector [2]. - Future plans include integrating more professional medical services into instant retail scenarios, aiming to create a seamless "testing—medical—pharmacy" service loop for more convenient and efficient local health services [2].

Core Insights - Alibaba Health and Bayer are deepening their collaboration in the field of women's health through digital innovation [1][2] - The partnership aims to explore the potential of women's health management, AI-assisted consultations, and patient education [1] - Both companies recognize the importance of digital platforms in enhancing accessibility and experience for female patients [1][2] Group 1: Collaboration Details - Bayer's Vice President and General Manager of Women's Health in China, Yuan Junjie, emphasized the growing societal attention on women's health in China [2] - The collaboration is seen as a significant step in creating a comprehensive health service system that integrates medicine, pharmaceuticals, insurance, and wellness [2] - The exchange marks a new phase in the partnership, focusing on technology-enabled healthcare solutions [2] Group 2: Technological Integration - Alibaba Health showcased its achievements in women's health and its overall layout in the internet medical ecosystem, including online consultations and chronic disease management [1] - Bayer's team acknowledged Alibaba Health's technological capabilities in smart triage, symptom self-screening, and personalized health consultations [1] - Both parties expressed a willingness to jointly explore AI-assisted health management scenarios for specific gynecological diseases [1]