Core Viewpoint - Meili Tianyuan Medical Health (02373) has seen a stock price increase of over 6%, currently trading at HKD 28.46, with a transaction volume of HKD 9.5031 million, following the release of a positive profit forecast for 2025 [1] Group 1: Financial Projections - The company expects revenue for 2025 to be no less than RMB 3 billion, representing a year-on-year growth of at least 16% [1] - Adjusted net profit is projected to be no less than RMB 380 million, with a year-on-year increase of at least 40% [1] - Net profit is anticipated to be no less than RMB 340 million, reflecting a year-on-year growth of at least 34% [1] Group 2: Business Expansion and Market Position - The board attributes the performance improvement to accelerated external expansion and strong internal growth momentum [1] - The integration of Nairui into the Meili Tianyuan brand matrix has allowed the company to penetrate key cities in the Greater Bay Area, significantly increasing market share [1] - The synergy effects from the acquisition continue to be released, with Nairui's adjusted net profit margin rising from 6.5% before the acquisition to 10.4% [1] Group 3: Operational Efficiency and Profitability - The company is enhancing its medical business capabilities through a unique business model and competitive advantages [1] - The proportion of high-margin medical business revenue is steadily increasing, supported by ongoing improvements in the refined operational system [1] - The company's net profit margin is gradually climbing as a result of these operational enhancements [1]
港股异动 | 美丽田园医疗健康(02373)续涨超6% 内生外延驱动成长 去年经调净利同比预增超40%