2025 年上半年，盈康生命实现收入 8.43 亿元，同比增长 2.4%；归属于上市 公司股东的净利润为 6,182.72 万元，同比增长 12.82%。公司通过持续整合 资源，推动产业智能化发展和医疗行业数字化转型，通过 AI 赋能提质增效，使 得费用效率较同期下降两个百分点。整体业绩呈现稳定向好发展的态势。 盈康生命 20250825 摘要 盈康生命 2025 年上半年医疗服务板块收入 6.53 亿元，同比增长 2.28%，肿瘤收入达 2.15 亿元，同比提升 25.14%，三四级手术量同 比增加 6.62%，体现肿瘤专科能力提升。 医疗器械板块收入 1.9 亿元，同比增长 2.8%，设备及耗材收入同比增 长 13.34%。海外市场收入同比增长 35%，占比提升至 30%，国内市 场输注泵和乳腺钼靶设备市占率均排名第三。 面对医改、支付方式改革和带量采购等行业变革，公司坚持高质量与差 异化并进，通过 AI 赋能业务模式重构，提升精细化管理和诊疗服务能力。 在 DRG2.0 阶段，公司构建全病程、全周期综合诊疗服务体系，优化病 种结构，提高 CMI 值和三四级手术量，并通过差异化解决方案提升用户 体验。 医 ...

｜广告｜ 动说明。 名医访谈 健康守护 敬 请 期 待 都 喜因梭测与健康管理新时代 看懂你的基因说明书 王峰 教授 · 暨南大学祈福医院 主任医师 · 复美国际精准医疗中心 高级临床专家 ·澳门大学生命科学院 客座教授 适合群体 全年龄,特别是关注健康管理和有慢病家族史的人 简要介绍 介绍人类基因到检测技术的演变,从慢性病、肿瘤、药物 代谢、到个性化健康管理,哪些风险可以提前预知,以及 该对生活方式如何干预。 "未病先防",如何躲过慢性病第一刀 慢性病从不突然发作，而是从没被发现开始 电维玺 博士 适合群体 毕伟 教授 博士生导师 · 暨南大学附属第一医院 神经内科主任 (国家临床重点专科) 日完尔 十三四六开出左右兰之边纪念 30-60岁,压力大、饮食作息不规律、家族慢性病史,高净 值人群、白领、企业主和关注父母健康的人。 简要介绍 紧扣"未病先防"，通过慢性病、三高、家族心血管史, 讲解基因检测的实际应用, "今天一次检测，可能省掉未 来大笔治疗支出"。 第三期 身体的"隐形年龄",你的基因暴露了 3 U > 174 22 别让身体偷偷变老 · 深圳市人民医院 肿瘤内科主任 · 深圳市抗癌协会理事长 · ...

上 市 公 司 公 司 2025 年 08 月 22 日 倍轻松 (688793) | 市场数据： | 2025 年 08 月 21 日 | | --- | --- | | 收盘价（元） | 34.96 | | 一年内最高/最低（元） | 46.60/23.83 | | 市净率 | 8.1 | | 股息率%（分红/股价） | - | | 流通 A 股市值（百万元） | 3,005 | | 上证指数/深证成指 | 3,771.10/11,919.76 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 3.51 | | 资产负债率% | 54.29 | | 总股本/流通 A 股（百万） | 86/86 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-21 09-21 10-21 11-21 12-21 01-21 02-21 03-21 04-21 05-21 06-21 07-21 08-21 -40% -20% 0% 20% 40% 60% 倍轻松 沪深 ...

近日，全球家庭护理板块首家上市挂牌公司——圣贝拉集团(02508)正式披露其登陆港交所后的首份业 绩答卷。在宏观经济承压、生育率持续走低的大环境下，这家产后护理龙头不仅成功抵御宏观因素震 荡，更一举交出"逆袭级"成绩单。 政策红利加持下的业绩数据跃升 今年7月底，国家育儿补贴方案正式公布，为母婴行业带来重大利好。据光大证券研究所测算，国家育 儿补贴政策有望拉动社会消费品零售总额增长约0.14-0.2个百分点。 在育儿补贴、延长产假、托育费用个税抵扣等"真金白银"政策与女性"悦己"意识、家庭结构变化的双重 催化下，中国产后护理及修复行业渗透率持续提升。根据沙利文报告显示，2025年家庭护理行业的规模 将增长至人民币8,053亿元。其中产后护理及修复行业依旧保持强劲增长势头，根据弗若斯特沙利文的 预测，2025年家庭护理及修复行业的规模将增长至人民币793亿元，预计2025年至2030年的行业複合年 增長率将达到20.4%。华泰证券分析师在最新研报中认为，家庭护理行业板块增长空间在未来仍将进一 步打开。 作为家庭护理头部企业的圣贝拉，率先站上行业风口。相较于其他月子中心，圣贝拉以涵盖新生儿护 理、产后修复、健康食 ...

Group 1 - JD Health and Menarini China signed a strategic cooperation agreement to enhance health ecosystem through resource sharing and complementary advantages [2][3] - The collaboration aims to create a patient-centered disease management solution focusing on product accessibility, health education, and digital services [2] - Menarini plans to launch male health products on JD Health's platform, prioritizing the platform for new product releases under equal conditions [2][3] Group 2 - The launch of the "Empowerment Report on Male Health and Happiness" highlights issues such as high disease prevalence and low treatment rates, providing data support for industry development [3] - Both companies will invest in building a patient education system, utilizing JD Health's resources to enhance content and outreach [3] - Menarini's CEO emphasized the importance of JD Health's user base and data capabilities in improving drug accessibility and addressing patient privacy concerns [3]

Group 1: Overview of Medical Professionals in Shenzhen - As of July 31, 2024, Shenzhen has a total of 77,865 registered physicians, marking a nearly 6% increase from the previous year [1] - Among these, 94.37% are practicing physicians, totaling 73,478, while 4,387 are assistant physicians [1] - The clinical category comprises 48,376 physicians, accounting for over 60% of the total [1] Group 2: Development of General Practitioners - By the end of 2024, the number of general practitioners in Shenzhen is expected to exceed 10,000, achieving a ratio of 6 general practitioners per 10,000 residents [1] - This surpasses the "14th Five-Year Plan" target of having more than 6 general practitioners per 10,000 residents [1] Group 3: Quality Improvement Initiatives - Shenzhen has recruited 837 high-level talents through special positions, with 317 hired in 2023 alone, representing a nearly 15.7% increase from 2022 [2] - The recruitment process emphasizes practical skills and achievements rather than traditional metrics like publications and titles [2] Group 4: Training and Professional Development - Shenzhen has organized five batches of professional training for public hospital directors and backup personnel, training 106 directors and 144 backup talents [2] - The city is exploring new talent recruitment mechanisms, including direct hiring and expert recommendation systems [2] Group 5: Community Health Services in Longgang District - Longgang District has 10,628 physicians serving approximately 4 million residents, with various activities held to honor their contributions [3] - The district is enhancing its healthcare capabilities through initiatives like smart healthcare and public health system strengthening [3] Group 6: Healthcare Services in Bao'an District - Bao'an District has 9,967 physicians, with 2,437 general practitioners providing over 11.31 million patient visits annually [5] - The district's community health institutions cover 124 neighborhoods, with over 52% of public hospital services provided through community health clinics [6] Group 7: Health Initiatives and Programs - Bao'an District has implemented 10 convenience actions aimed at reducing the administrative burden on physicians, allowing them to focus more on patient care [8] - The district has also initiated health management programs targeting specific populations, including children and the elderly, to enhance healthcare delivery [8]

Core Insights - Recently, Ruqimei (Suqian) Medical Device Co., Ltd. was established with a registered capital of 200,000 RMB and is represented by Yang Kang [1] Business Scope - The company is involved in the leasing and operation of Class III medical devices, which require approval from relevant authorities before commencing operations [1] - It also engages in the sale and leasing of Class I and Class II medical devices, along with various technical services including development, consulting, and transfer [1] - Additional services offered include patient care, nursing institution services (excluding medical services), health management, and medical research and development [1] - The company is involved in the wholesale and retail of personal protective equipment, medical masks, and various consumer goods, including cosmetics and health products [1] - Other business activities include software development, market planning, and management consulting [1]

Core Viewpoint - Health management has evolved from merely improving physical appearance to enhancing overall quality of life, physiological function, and disease prevention, with a significant focus on body composition and its correlation with brain health [4][5]. Group 1: Research Findings - Central obesity and excess fat in the upper arms are linked to a higher risk of neurodegenerative diseases such as Alzheimer's and Parkinson's, while increased muscle strength may offer protective benefits [7][8]. - A study involving over 410,000 participants revealed that higher muscle strength is associated with a 26% reduction in neurodegenerative disease risk, while central obesity increases risk by 13% and upper arm fat by 18% [7][8]. - Insufficient sleep is shown to significantly increase the likelihood of fat accumulation in the limbs, particularly in men, highlighting the importance of sleep in managing body fat distribution [9][10]. Group 2: Health Management Strategies - The research suggests a "two reductions, one increase" strategy: reducing abdominal and arm fat while increasing muscle strength to lower the risk of neurodegenerative diseases [8][11]. - Maintaining 7-9 hours of quality sleep is crucial for regulating fat distribution and metabolic balance, which can indirectly influence brain health [10][11]. - Practical exercises such as planks, crunches, and weight training can help achieve these health goals, emphasizing the need for a proactive approach to health management [11].

Core Insights - The event "2025 Public Hospital High-Quality Development Research Exchange (Fujian)" was held in Quanzhou, focusing on weight management and high-quality development of public hospitals [1][8] - The initiative aims to promote health weight management practices and gather innovative case studies for a healthier China by 2025 [7][8] Group 1: Recommendations and Strategies - Chen Qiuting, Deputy Director of Quanzhou Health Commission, emphasized the need for careful planning in integrating weight management into hospital development, shifting focus from disease treatment to health promotion [1] - The importance of standardized services was highlighted, including talent training and multidisciplinary collaboration to ensure safety and effectiveness in healthcare delivery [1] - A community-oriented approach is recommended to ensure that quality healthcare resources are accessible to the public, aiming for the goal of "healthy weight, happy life" [1] Group 2: Public Health Challenges and Responses - Wang Zongping, Deputy Director of Quanzhou Medical Insurance Bureau, noted that overweight and obesity are significant public health issues, prompting a shift in medical insurance focus from disease treatment to prevention and health management [2] - The city plans to implement a "Weight Management Year" initiative to enhance health management and improve the quality of life for patients while optimizing medical insurance funds [2] Group 3: Innovative Practices and Models - The Fujian Medical University Second Affiliated Hospital has initiated a comprehensive weight management project, providing personalized solutions and enhancing multidisciplinary collaboration [2] - Wu Jing from the China CDC highlighted the need for a supportive environment for weight management, advocating for community engagement and lifecycle monitoring to combat chronic diseases linked to obesity [3] - A proposed integrated health weight management system includes prevention, screening, diagnosis, treatment, and management, aiming to reduce obesity rates and related health risks [3] Group 4: Development of Weight Management Centers - Jin Chunlin from Shanghai Health Development Research Center discussed the benefits of establishing weight management centers in hospitals, which enhance professional development and hospital reputation [4] - Zhang Nengwei from Peking University International Hospital emphasized the necessity of standardized processes and multidisciplinary collaboration to provide coherent health management services [4] Group 5: Collaborative Efforts and Future Directions - Cai Yuehong from Weifang People's Hospital shared insights on the advantages of public hospitals leading weight management initiatives, which can enhance public awareness and prevent chronic diseases [5] - The establishment of the "Quanzhou Regional Weight Management Center" aims to innovate chronic disease management and improve healthcare delivery through collaborative efforts [13]

HIMS & HERS HEALTH （HIMS.US） Q2 受 GLP-1 影响收入环比下降，扩展新领域和全球化 ➢25 年 Q2 收入同比+73%： 25 年 Q2 收入同比+73%至 5.45 亿美元（环比- 7%）。Q2 收入中 GLP-1 收入约为 2 亿美元，非 GLP-1 收入增长约 16%。主要由 于减重以外专科业务的增长，公司毛利率同比下降 4.9 个百分点至 76.4%（环 比+2.9 个百分点）。由于规模经济效应，公司销售、运营、研发和管理费率 同比下降了 5.9、0.9、-1.0 和 0.5 个百分点至 40.0%、12.2%、6.9%和 12.3%，研发费率的上升反映了公司在技术人才方面的投资增加。净利润 4251 万美元，净利率同比增长 3.6 个百分点至 7.8%。调整后 EBITDA 8224 万美 元，调整后 EBITDA 率同比上升 2.6 个百分点至 15.1%。公司预计 Q3 收入为 5.7-5.9 亿美元，调整后 EBITDA 为 6-7 千万美元。2025 年维持营收预期为 23 至 24 亿美元，调整后 EBITDA 维持预期 2.95 亿 至 3.35 亿美元 ...