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。 本公告僅供參考之用，並不構成收購、購買或認購阿里健康信息技術有限公司股份 的邀請或要約。 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） 授出受限制股份單位 授出受限制股份單位 於2026年3月13日，本公司根據2024年股份獎勵計劃之條款向20名承授人授出合 共3,881,600個受限制股份單位，惟須待接納後方可作實。 本公告乃根據上市規則第17.06A、17.06B及17.06C條作出。 受限制股份單位 於2026年3月13日，本公司根據2024年股份獎勵計劃之條款向20名承授人授出合共 3,881,600個受限制股份單位，惟須待接納後方可作實。授出受限制股份單位之詳情 如下： 授出日期 ： 2026年3月13日 承授人 ： 向承授人授出合共3,881,600個受限制股份單 ...

Core Viewpoint - Southbound funds have significantly increased their holdings in Alibaba Health, indicating growing investor confidence in the company and its market position [1] Group 1: Investment Activity - On March 12, southbound funds increased their holdings by 1.998 million shares of Alibaba Health (00241.HK) [1] - Over the past five trading days, there have been three days of net increases, totaling 9.559 million shares [1] - In the last 20 trading days, there were 14 days of net increases, amounting to 60.5304 million shares [1] - Currently, southbound funds hold 1.998 billion shares of Alibaba Health, representing 12.35% of the company's total issued ordinary shares [1] Group 2: Company Overview - Alibaba Health Information Technology Co., Ltd. is an investment holding company providing industrial internet solutions for the healthcare and pharmaceutical industry [1] - The company primarily engages in the sales of pharmaceutical health products and operates e-commerce platforms for pharmaceuticals and consumer healthcare services [1] - It leverages technologies such as cloud computing and big data to develop traceability, digital healthcare, and internet medical services [1]

Core Viewpoint - Southbound funds reduced their holdings in Alibaba Health (00241.HK) by 1.4938 million shares on March 11, indicating a fluctuation in investor sentiment towards the company [1] Group 1: Southbound Fund Activity - Over the past five trading days, southbound funds increased their holdings on two occasions, with a total net increase of 7.467 million shares [1] - In the last twenty trading days, there were thirteen days of net increases, totaling 32.6604 million shares [1] - Currently, southbound funds hold 1.996 billion shares of Alibaba Health, representing 12.34% of the company's total issued ordinary shares [1] Group 2: Company Overview - Alibaba Health Information Technology Co., Ltd. is an investment holding company providing industrial internet solutions for the healthcare and pharmaceutical industry [1] - The company primarily engages in the sales of pharmaceutical health products and operates e-commerce platforms for pharmaceuticals and consumer healthcare services [1] - It leverages technologies such as cloud computing and big data to develop traceability, digital healthcare, and internet medical services [1]

Group 1 - Southbound funds increased their holdings in Alibaba Health (00241.HK) by 8.544 million shares on March 10 [1] - Over the past 5 trading days, there were 3 days of net increases in holdings by southbound funds, totaling 11.209 million shares [1] - In the last 20 trading days, there were 13 days of net increases, amounting to 25.3051 million shares [1] Group 2 - As of now, southbound funds hold 1.998 billion shares of Alibaba Health, representing 12.35% of the company's total issued ordinary shares [1] - Alibaba Health Information Technology Co., Ltd. provides industrial internet solutions for the medical and pharmaceutical industry and is Alibaba Group's flagship platform in the health sector [1] - The company primarily engages in the sales of pharmaceutical health products, operates a pharmaceutical e-commerce platform, and offers consumer healthcare services, utilizing cloud computing and big data technologies for traceability and digital healthcare [1]

Core Viewpoint - Alibaba Health is expected to achieve significant revenue and profit growth in the upcoming fiscal year, with forecasts indicating a revenue range of 34.594 to 35.296 billion yuan, representing a year-on-year growth of 13.1% to 15.4% [1][3]. Financial Performance Forecast - Projected revenue for Alibaba Health is between 34.594 billion and 35.296 billion yuan, with a year-on-year growth of 13.1% to 15.4% [1][3]. - Expected net profit is forecasted to be between 2.003 billion and 2.286 billion yuan, showing a year-on-year increase of 39.8% to 59.6% [1][3]. - Adjusted net profit is anticipated to range from 2.003 billion to 2.493 billion yuan, with a growth rate of 2.7% to 27.9% [1][3]. Business Segments - In the pharmaceutical self-operated and e-commerce platform segment, Alibaba Health has become the largest online B2C healthcare retail platform in China, with over 300 million annual active consumers and a year-on-year SKU growth of over 24% to 97 million [4][5]. - The company is advancing the application of large models in the pharmaceutical e-commerce sector, enhancing efficiency in search optimization, smart supply chains, product operations, and intelligent customer service, thereby creating incremental GMV [5]. - The integration of AI and specialized services is forming a traffic closed loop within Alibaba's ecosystem, with monthly active users of the Ant Group's app exceeding 15 million and the Qianwen app surpassing 200 million, which could enhance transaction efficiency and customer retention [4][5].

Core Viewpoint - Southbound funds reduced their holdings in Alibaba Health (00241.HK) by 94,100 shares on March 5, indicating a mixed sentiment in the market towards the company [1] Group 1: Southbound Fund Activity - Over the past five trading days, southbound funds increased their holdings on two occasions, with a total net increase of 3.0678 million shares [1] - In the last twenty trading days, there were fourteen days of net increases, totaling 23.5763 million shares [1] - Currently, southbound funds hold 1.989 billion shares of Alibaba Health, representing 12.29% of the company's total issued ordinary shares [1] Group 2: Company Overview - Alibaba Health Information Technology Co., Ltd. is an investment holding company that provides industrial internet solutions for the healthcare and pharmaceutical industry [1] - The company primarily engages in the sales of pharmaceutical health products and operates e-commerce platforms for pharmaceuticals and consumer healthcare services [1] - It leverages technologies such as cloud computing and big data to develop traceability, digital healthcare, and internet medical services [1]

Group 1 - Southbound funds increased their holdings in Alibaba Health (00241.HK) by 2.2483 million shares on March 4 [1] - Over the past 5 trading days, there were 3 days of net increases in holdings by southbound funds, totaling 3.6794 million shares [1] - In the last 20 trading days, there were 14 days of net increases, with a total of 22.6884 million shares added [1] Group 2 - As of now, southbound funds hold 1.989 billion shares of Alibaba Health, accounting for 12.29% of the company's total issued ordinary shares [1] - Alibaba Health Information Technology Co., Ltd. provides industrial internet solutions for the healthcare and pharmaceutical industry [1] - The company primarily engages in the sales of pharmaceutical health products and operates e-commerce platforms for pharmaceuticals and consumer healthcare services, utilizing cloud computing and big data technologies [1]

Group 1 - The core viewpoint of the article indicates that Alibaba Health is expected to achieve significant revenue and profit growth in the upcoming fiscal year, with projected revenue between 34.594 billion to 35.296 billion yuan, representing a year-on-year increase of 13.1% to 15.4% [1][7] - The forecasted net profit is estimated to be between 2.003 billion to 2.286 billion yuan, showing a year-on-year growth of 39.8% to 59.6% [1][3] - Adjusted net profit is projected to range from 2.003 billion to 2.493 billion yuan, with a year-on-year increase of 2.7% to 27.9% [1][3] Group 2 - Alibaba Health is recognized as a leading player in the pharmaceutical e-commerce sector, leveraging Alibaba's digital technology and extensive traffic to dominate the online B2C healthcare retail market [4][9] - The company has a diverse business model that includes self-operated pharmaceuticals, e-commerce platforms, healthcare, and digital services, with over 300 million annual active consumers and a 24% year-on-year increase in SKUs to 97 million [4][5] - The application of large models in the pharmaceutical e-commerce scene is enhancing operational efficiency across various segments, contributing to GMV growth [6][9] Group 3 - The integration of AI and specialized services is expected to improve transaction efficiency and customer retention, with the Ant Financial app reaching over 15 million monthly active users and the Qianwen app surpassing 200 million monthly active users [6][10] - The potential to connect the "consultation—purchase—service appointment—fulfillment" chain is anticipated to further enhance user engagement and transaction efficiency [10]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年2月28日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 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) | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00241 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | HKD | | 0.01 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 20,000,000,000 | HKD | | 0.01 | HKD | | 200,000,000 | 本月底法定/註 ...

Core Insights - Southbound funds reduced their holdings in Alibaba Health (00241.HK) by 484,500 shares on February 27 [1] - Over the past five trading days, there were three days of net increases in holdings by southbound funds, totaling 9.737 million shares [1] - In the last 20 trading days, there were 14 days of net increases, amounting to 30.634 million shares [1] - Currently, southbound funds hold 1.985 billion shares of Alibaba Health, representing 12.26% of the company's total issued ordinary shares [1] Company Overview - Alibaba Health Information Technology Co., Ltd. is an investment holding company providing industrial internet solutions for the medical and pharmaceutical industry [1] - The company primarily engages in the sales of pharmaceutical health products, operates a pharmaceutical e-commerce platform, and offers consumer healthcare services [1] - It leverages technologies such as cloud computing and big data to develop traceability, digital healthcare, and internet medical services [1]