投资 - 运营 - 移交模式(IOT)

Search documents
华润医疗(01515.HK)料中期拥有人应占利润同比降20%至25%
Jin Rong Jie· 2025-08-04 02:24
【财华社讯】华润医疗(01515.HK)公布,预料截至2025年6月30日止六个月公司拥有人应占利润相较 2024年同期下降约20%至25%;经剔除一次性收到燕化IOT协议下以前年度管理费及供应链损失赔偿款 项约人民币2.1亿元和对应的企业所得税后,公司拥有人应占利润相较2024年同期下降约55%至60%。 预期利润下降主要由于医保次均费用下降导致成员医疗机构经营利润下降。同时公司逐渐退出IOT(即投 资-运营-移交模式)业务,其对应的利润贡献下降。2025年下半年公司将继续积极改善收入结构,推动管 理精细化,控制运营成本,提高经营效益。 本文源自:财华网 ...
华润医疗发盈警 预计中期股东应占利润同比下降约20%至25%
Zhi Tong Cai Jing· 2025-08-03 23:17
Core Viewpoint - China Resources Medical (01515) anticipates a decline in profit attributable to shareholders for the six months ending June 30, 2025, by approximately 20% to 25% compared to the same period in 2024, with a more significant drop of about 55% to 60% when excluding one-time management fees and compensation related to the Yanhua IOT agreement totaling approximately RMB 210 million [1] Financial Performance - The expected profit decline is primarily due to a decrease in average medical expenses under the healthcare insurance system, leading to reduced operating profits for member medical institutions [1] - The company is gradually exiting the IOT (Investment-Operation-Transfer) business, resulting in a corresponding decrease in profit contribution from this segment [1] Future Outlook - In the second half of 2025, the company plans to actively improve its revenue structure, promote refined management, control operating costs, and enhance operational efficiency [1]