Cinda Securities(SH:601059) Ge Long Hui A P P·2025-09-03 02:32Core Insights - Ark Health (6086.HK), known as the "first stock in AI chronic disease management," saw its stock price surge by 9% to HKD 4.22, with a total market capitalization of HKD 5.66 billion [1] Financial Performance - For the first half of 2025, the company reported revenue of HKD 1.494 billion, representing a year-on-year growth of 12.9% [1] - The net profit turned from loss to profit, reaching HKD 12.5 million, while the adjusted net profit hit a record high of HKD 17.6 million, up 16.8% year-on-year [1] User Engagement and Growth - The company has over 11 million monthly active users with a repurchase rate of 85% [1] - As of the first half of 2025, the platform registered 52.8 million users, with an average of 11.9 million monthly active users over the twelve months ending June 30, 2025 [1] - The repeat purchase rate for paying users stands at 85.4% [1] AI Integration and Business Model - The company has deployed an "AI consultation assistant" to help patients select doctors and appropriate departments, and launched an "AI doctor assistant" to provide diagnostic support to physicians [1] - Additionally, the company upgraded its "AI customer service assistant" to enhance medication management for patients throughout their treatment journey [1] - This innovative business model aims to continuously improve physician efficiency and manage patients throughout their entire lifecycle [1]