好医生云医疗递表港交所 已为超66万家基层医疗终端客户提供服务
Zhi Tong Cai Jing·2025-09-30 13:15

Core Viewpoint - Sichuan Good Doctor Cloud Medical Technology Group Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with Haitong International and CITIC Securities as joint sponsors [1] Company Overview - Good Doctor Cloud Medical is a leading comprehensive grassroots medical empowerment platform in China, aiming to provide high-quality medical resources to grassroots markets, allowing local residents to access tertiary hospital-level medical services and products [6] - The company ranks second in China's grassroots medical empowerment service industry based on revenue for 2024 [8] Market Position - As of June 30, 2025, Good Doctor Cloud Medical has directly served over 660,600 grassroots medical terminal customers, including over 389,300 grassroots medical institutions and 271,300 grassroots pharmacies [9] - The company is the only comprehensive empowerment platform in China's grassroots medical industry that utilizes digital intelligence and AI assistance, offering integrated solutions covering testing, diagnosis, medication, and treatment [8][9] Customer Base and Growth - The number of registered grassroots medical terminal customers has grown at a compound annual growth rate (CAGR) of 29.0% from December 31, 2022, to December 31, 2024 [9] - The average monthly paying customer count increased from over 83,800 in 2022 to over 121,900 in 2024, reflecting a CAGR of 20.6% [10] Industry Insights - The grassroots medical industry in China is substantial, consisting of approximately 1.636 million grassroots medical terminals, including about 1.04 million grassroots medical institutions and 291,000 single pharmacies [10] - The market size of China's grassroots medical industry is projected to reach RMB 544.5 billion in 2024, with an expected CAGR of 9.2% from 2024 to 2030, reaching RMB 922 billion by the end of 2030 [10] Financial Performance - For the fiscal years ending June 30, 2023, 2024, and 2025, the company reported revenues of approximately RMB 3.065 billion, RMB 3.264 billion, and RMB 1.891 billion, respectively, with corresponding profits of RMB 62.48 million, RMB 37.81 million, and RMB 35.77 million [11]