Group 1 - Ark Health (6086.HK), known as the "first stock in AI chronic disease management," saw its stock price surge by 21.95% to HKD 5, reaching a new high since May 2 of this year [1] - For the first half of 2025, Ark Health reported revenue of HKD 1.494 billion, a year-on-year increase of 12.9%, and net profit turned positive at HKD 12.5 million, with adjusted net profit reaching a record high of HKD 17.6 million, up 16.8% year-on-year [1] - The company achieved significant progress in its core business, with online retail pharmacy service revenue of HKD 864 million, a substantial increase of 28.2% year-on-year, and comprehensive medical service revenue of HKD 357 million, up 11.4% year-on-year [1] Group 2 - Cinda Securities reported that Ark Health's net profit for the first half of 2025 turned positive, with expectations for performance and AI layout breakthroughs in the second half of 2025 [2] - As a leading online chronic disease management platform in China, the company has over 11 million monthly active users and a repurchase rate of 85% [2] - The company has deployed an "AI Diagnosis Assistant" to help patients select doctors and appropriate departments, launched an "AI Doctor Assistant" to support doctors in diagnosis and treatment, and upgraded its "AI Customer Service Assistant" for better medication management support [2] - Cinda Securities projects the company's revenue for 2025-2027 to be approximately HKD 3.334 billion, HKD 4.038 billion, and HKD 4.901 billion, with year-on-year growth rates of about 23%, 21%, and 21% respectively, and net profits of HKD 16 million, HKD 36 million, and HKD 62 million, with year-on-year increases of approximately 102%, 119%, and 73% respectively [2]
港股异动丨方舟健客大涨约22% 股价创逾4个月新高 机构料其25H2业绩及AI布局双突破