董秘： 尊敬的投资者您好，公司始终坚持以创新科技驱动发展，根据公司战略规划，坚守"科技人 文"理念，深化"智慧光明城"战略，推动数字化、精准医疗等前沿技术与眼科医疗深度融合，构建全生 命周期眼健康管理体系。公司当前持有相应额度的货币资金，主要是为了应对外部环境、医疗行业政策 以及消费趋势变化可能带来的挑战，确保公司具备稳健的抗风险能力和持续经营能力。与此同时，公司 将资金的使用聚焦于两个方向：一是在眼科及眼视光领域的机构运营场景中，可实现降本增效、提升患 者及客户体验的智慧医疗工具的应用；二是围绕优化眼健康服务，布局上下游配套产品及未来前瞻性技 术，持续完善眼健康服务生态。公司将更聚焦于智慧医疗技术的应用落地，而非技术研发本身。公司将 积极寻找并整合成熟的计算机视觉、语言模型等技术，以此优化患者就医流程、提升客户服务体验；同 时，也会密切关注并探索逐步成熟的智能技术在运营管理等环节的应用，助力降本增效。公司始终坚持 以眼科主业为核心，谨慎评估相关技术融合的可行性，后续如有重大业务进展或达到信息披露标准的事 项，公司将严格按照相关规定履行信息披露义务。敬请投资者注意投资风险，感谢您的关注与支持！ 截至2026年 ...

证券日报网讯 1月26日，荣科科技在互动平台回答投资者提问时表示，智慧医疗并非仅停留在合作框 架，已有多项产品实现落地，如荣家厚勤数智后勤服务平台在河南中医药大学第一附属医院落地；重症 智能助手 2.0 在沈阳三甲医院 ICU 试点；智慧后勤项目实现院区数字孪生、设备实时监测等功能。 （编辑 楚丽君） ...

Core Viewpoint - The company has signed a long-term procurement agreement with Nanjing Mingji Hospital and Suzhou Mingji Hospital, committing to a minimum procurement amount of RMB 600 million over 96 months, which is expected to have a limited impact on the company's annual revenue [2][3][17]. Group 1: Contract Details - The contract stipulates that the total procurement amount from Mingji Hospitals will not be less than RMB 600 million over 96 months, with annual procurement expected to be less than 10% of the company's annual revenue [2][3]. - The contract includes provisions for price adjustments based on changes in procurement prices or project fees, with adjustments effective from the date of the announcement by the government or local procurement platform [2][12]. - The contract has been approved internally and does not constitute a related party transaction or a major asset restructuring [3][10]. Group 2: Parties Involved - Nanjing Mingji Hospital is a foreign-owned limited liability company with a registered capital of approximately USD 19.2 million, established in 2003, and is fully owned by Malaysian Mingji Bimoo Holdings [6][7]. - Suzhou Mingji Hospital is a non-wholly foreign-owned limited liability company with a registered capital of approximately RMB 601.98 million, established in 2004, with major shareholders being Mingji Bimoo Holdings and Suzhou Mingji Investment [8][9]. Group 3: Financial Impact - The contract is expected to positively impact the company's performance in 2026 and subsequent years, enhancing its profitability and competitive strength [17]. - The company emphasizes that the contract's execution will not lead to dependency on the hospitals for its business operations [18]. Group 4: Performance Forecast - The company anticipates a net loss of between RMB 36 million and RMB 25 million for the year 2025, a significant decline compared to the previous year's profit of approximately RMB 27.57 million [22][25]. - The expected loss is attributed to changes in the macro environment, competitive pricing pressures, and increased operational costs due to strategic investments in talent and technology [26].

Group 1 - The company, Hefei China, expects a net profit loss of between 25 million to 36 million yuan for 2025, compared to a net profit of 27.57 million yuan in the same period last year. The expected non-net profit loss is between 24 million to 35 million yuan [2] - The company's consolidated operating revenue for 2025 is projected to be 689 million yuan, a decrease of 26.67% compared to the previous year [2] - The anticipated losses are attributed to changes in the domestic macro environment and the impact of centralized procurement policies in the in vitro diagnostics industry, leading to reduced product procurement prices and fluctuations in order volumes [2] Group 2 - To address market and business changes, the company is actively adjusting its business layout and development strategy, focusing on the technological iteration and innovation of its "ACME" proprietary products, increasing R&D investment, and expanding its market development team [3] - The company signed a long-term procurement agreement with Nanjing Mingji Hospital and Suzhou Mingji Hospital, committing to a total procurement amount of no less than 600 million yuan over 96 months for in vitro diagnostic reagents and consumables [3] - This contract is expected to positively impact the company's performance in 2026 and beyond, enhancing its sustainable profitability and overall competitiveness [3] Group 3 - The company has indicated that if the procurement prices for in vitro diagnostic reagents and consumables are adjusted during the contract period, the supply prices will also be adjusted proportionally [4] - The contract is a routine operational contract with a long performance period, and the annual procurement amount from Mingji Hospital is expected to be less than 10% of the company's annual revenue, minimizing dependency on this single client [4]

Core Viewpoint - Company expects a net profit loss of 24 million to 35 million yuan for the full year of 2025 due to various challenges in the market and operational adjustments [1] Group 1: Performance Forecast - Company anticipates a net profit loss of 24 million to 35 million yuan for 2025 after deducting non-recurring items [1] - The decline in profit is attributed to changes in the macro environment and the impact of centralized procurement policies in the in-vitro diagnostics industry [2] Group 2: Reasons for Performance Changes - The competitive landscape is being reshaped, leading to decreased product procurement prices from hospital clients and fluctuations in order volumes, which pose challenges to sales revenue and gross profit levels [2] - Despite cost-saving measures, fixed expenditures cannot be reduced proportionally to income, and investments in talent optimization and capability upgrades have contributed to the expected losses [2] - The company is actively adjusting its business layout and development strategy, focusing on the technological iteration and innovation of its proprietary "ACME" products, increasing R&D investment, and expanding the market development team [2] Group 3: Financial Performance - For the first three quarters of 2025, the company's main revenue was 549 million yuan, a year-on-year decrease of 22.8% [3] - The net profit attributable to the parent company was -12.39 million yuan, a year-on-year decline of 146.65% [3] - The gross profit margin stood at 15.84%, with a debt ratio of 27.18% [3]

Core Viewpoint - The company, Hefei China, anticipates a significant net loss for the year 2025, with projected losses ranging from 25 million to 36 million yuan for net profit attributable to shareholders, and from 24 million to 35 million yuan for net profit after excluding non-recurring gains and losses [1] Group 1: Financial Performance - The expected net loss for 2025 is between 25 million and 36 million yuan [1] - The projected net profit after excluding non-recurring items is estimated to be between 24 million and 35 million yuan [1] Group 2: Reasons for Performance - The primary reasons for the anticipated losses include changes in the domestic macro environment and the impact of centralized procurement policies in the in-vitro diagnostic industry, leading to decreased product procurement prices and fluctuations in order volumes [1] - Despite cost-saving measures, fixed expenditures could not be proportionately reduced alongside income, and investments in talent optimization and capability upgrades contributed to the expected losses [1] - The company is actively adjusting its business layout and development strategy, focusing on the technological iteration and innovation of its proprietary "ACME" products, increasing R&D investments, and expanding its market development team [1]

Core Insights - The release of the "2025 Annual Good Doctor List" by Haodaifu Online highlights the collaboration between Haodaifu and Ant Group, marking one year since the acquisition [1][8] - The integration has led to significant growth in the number of registered doctors and enhanced user experience through AI technology [1][2] Group 1: Collaboration and Integration - Haodaifu Online has seen its registered doctor count increase to 300,000 after joining Ant Group, with services integrated into Alipay and Ant Fu apps [1][3] - The collaboration has expanded the reach of doctors, allowing them to serve patients nationwide rather than being limited to local areas [3][5] Group 2: AI Technology and Service Enhancement - The introduction of AI assistants aims to improve doctors' efficiency by handling repetitive tasks and allowing them to focus on complex cases [5][6] - The DeepSearch feature has been added to the doctor workstation, enabling literature searches and clinical research support for doctors [6][7] Group 3: Health Education and Public Engagement - Over the past year, doctors have conducted more than 15,000 live broadcasts and published over 100,000 articles on health education through Haodaifu and Alipay platforms [4][8] - The role of doctors is evolving from treating illnesses to also providing preventive health education, reflecting a broader understanding of medical value [4][8] Group 4: Recognition and Awards - The "2025 Annual Good Doctor List" recognized 737 doctors based on various performance metrics, including service volume and patient satisfaction [7][8] - This list serves as a credible reference for patients seeking quality medical professionals [8]

Core Viewpoint - The integration of Haodaifu Online into Ant Group has begun to show positive results, enhancing the synergy between the two platforms and improving the service experience for doctors and patients [1][3][11]. Group 1: Synergy and Integration - Haodaifu Online has seen its registered doctor count grow to 300,000 after joining Ant Group, with seamless integration into Alipay and Ant's AI health app, Aifu [1][3]. - The collaboration has expanded the reach of doctors, allowing them to serve patients nationwide rather than being limited to local areas [3][4]. - Aifu app has over 30 million monthly active users and handles 10 million health consultations daily, significantly increasing the service coverage for doctors [3]. Group 2: AI and Technology Adoption - The introduction of AI assistants aims to enhance doctors' efficiency by automating repetitive tasks and allowing them to focus on complex cases [7][11]. - Haodaifu Online plans to upgrade its doctor workstation with features like AI assistants for pre-consultation data collection and real-time diagnostic suggestions [7][8]. - The DeepSearch function will be available for free to assist doctors in literature research and clinical studies, promoting a more research-oriented approach [10][11]. Group 3: Recognition and Awards - The 2025 Haodaifu List recognized 737 doctors based on various performance metrics, marking the 13th consecutive year of this evaluation [9][12]. - The list includes categories such as "Annual Good Doctor," "Youth Good Doctor," and a new "Popular Science Good Doctor" award, reflecting the evolving role of doctors in health education [9][11]. Group 4: Future Directions - Haodaifu Online aims to explore innovative service models and continue enhancing the professional value of doctors through AI and technology [11]. - The industry is shifting from "traffic monetization" to "value monetization," with AI creating new pathways for doctors to realize their professional capabilities [11].

陈先生的这段经历，是广州智慧医疗服务升级的一个缩影。1 月 23 日，记者从大湾区医疗健康创新大 会上获悉，为提升市民就医体验，广州卫健委推出AI就医助理"穗小伊"并正式入驻蚂蚁阿福App。市民 下载阿福App，只需通过语音或文字与"穗小伊"互动，即可获取健康咨询、智能挂号、候诊叫号、医保 支付、报告查询与解读等全流程的智能服务。 此外，广州市卫健委已在海珠区率先试点"数字家医"签约服务，居民可在阿福App在线签约所在社区的 真人医生，获得专属的"数字家庭医生"。 据了解，目前，全国已有包括重庆渝小健、广州穗小伊等多地城市级智能体入驻了蚂蚁阿福App，为用 户提供健康咨询、预约挂号、云陪诊、报告解读等多元服务。此外，黑龙江、新疆、郑州等10个地区将 蚂蚁阿福App作为"数字家医"的合作签约平台。 前几日，家住广州海珠区的陈先生早起觉得有点胃痛，因为体感不严重又赶着去上班，他没有直接去医 院，而是在上班途中打开"蚂蚁阿福"App先咨询了一下。阿福根据症状推测是天气变化引起的轻度肠胃 炎，建议他喝点淡盐水缓解并及时就医。陈先生随即在阿福上挂了号下午请假去了医院，医生的判断与 阿福的建议基本一致。 居民也可通过"穗 ...

Core Insights - The 2025 Annual Good Doctor List was released by Haodaifu Online, featuring 737 doctors recognized for their professional skills and quality service [1][9] - Ant Group's Vice President Zhang Junjie highlighted the synergistic effects following Haodaifu Online's integration into the Ant platform, with the number of registered doctors increasing to 300,000 [1][3] - Ant Group's CEO Han Xinyi emphasized the importance of doctors in the healthcare system, stating that AI serves as an assistant to reduce doctors' burdens and enhance patient communication [2][6] Integration and Technology - Haodaifu Online has fully integrated with Ant's Alipay and Aifu Apps, allowing users to easily find doctors for online consultations, with Aifu App boasting over 30 million monthly active users and over 10 million daily health consultations [3][6] - The platform has conducted over 15,000 live broadcasts and published over 100,000 articles and videos to disseminate health knowledge [3][6] - The upcoming upgrades to the doctor workstation will include features like AI assistants to streamline patient management and enhance diagnostic efficiency [6][7] Recognition and Awards - The 2025 Annual Good Doctor List includes 668 "Annual Good Doctors," 15 "Youth Good Doctors," 48 "Long-term Online Good Doctors," and introduces a new "Popular Science Good Doctor" award with 30 recipients [9][11] - This list serves as a significant recognition of doctors' professional capabilities and provides patients with authoritative references for selecting healthcare providers [11] Future Directions - Haodaifu Online plans to explore innovative practice models and leverage AI technology to enhance the professional value of doctors, aiming to deliver better health services to a broader audience [11]