Group 1 - The Hang Seng Index Company announced the inclusion of Baize Medical (02609) in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - Baize Medical is likely to be included in the Hong Kong Stock Connect due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - Baize Medical plans to hold a board meeting on August 28 to consider and approve its interim results [1] Group 2 - Baize Medical is a major Chinese oncology medical group engaged in investment and provision of medical services, operating eight hospitals across Beijing, Tianjin, Shanxi, Anhui, and Henan provinces [2] - The group focuses on providing comprehensive oncology medical services through direct equity ownership in six for-profit hospitals and management rights in two non-profit hospitals [2] Group 3 - Baize Medical, in collaboration with renowned hospitals, published the "Oncology Rehabilitation Expert Consensus (2025)" in a prestigious academic journal, emphasizing the importance of oncology rehabilitation in improving patient quality of life [1] - The consensus outlines the target population for oncology rehabilitation, assessment standards, and five key rehabilitation strategies, highlighting the role of multidisciplinary teams (MDT) in the rehabilitation process [1]

Core Insights - The Hang Seng Index Company announced the inclusion of Baize Medical (02609) in the Hang Seng Composite Index, effective after market close on September 5, 2025, with trading starting on September 8, 2025 [1] - Baize Medical is expected to be included in the Hong Kong Stock Connect due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - Baize Medical plans to hold a board meeting on August 28 to consider and approve its interim results [1] Company Overview - Baize Medical is a major Chinese oncology medical group engaged in investment and provision of medical-related services [2] - The group operates and manages eight hospitals across Beijing, Tianjin, Shanxi, Anhui, and Henan provinces, focusing on providing comprehensive oncology medical services [2] Research and Development - Baize Medical, in collaboration with renowned hospitals, published the "Oncology Rehabilitation Expert Consensus (2025)" in a prestigious academic journal, emphasizing the importance of cancer rehabilitation in improving patient quality of life and reducing treatment side effects [1] - The consensus outlines the target population for cancer rehabilitation, assessment standards, and five key rehabilitation strategies, highlighting the role of multidisciplinary teams (MDT) in the rehabilitation process [1]

Core Viewpoint - Baize Medical (02609) has seen its stock price rise over 8%, reaching a new high of 7.13 HKD, driven by positive developments in its mid-term performance and the publication of a significant consensus on cancer rehabilitation [1] Company Summary - Baize Medical is a major Chinese oncology medical group engaged in investment and provision of medical-related services, operating eight hospitals across Beijing, Tianjin, Shanxi, Anhui, and Henan provinces [1] - The company has direct equity ownership in six private for-profit hospitals and management rights in two private non-profit hospitals, focusing on providing comprehensive cancer care services [1] Industry Summary - The consensus on cancer rehabilitation, developed in collaboration with renowned hospitals, emphasizes the importance of rehabilitation in improving patient quality of life, reducing treatment side effects, and promoting functional recovery [1] - The consensus outlines the target population and goals for cancer rehabilitation, proposing systematic assessment standards and five actionable rehabilitation strategies [1] - It highlights the necessity of a multidisciplinary team (MDT) approach in cancer rehabilitation, which should encompass pre-rehabilitation, intervention during treatment, and long-term recovery [1]

Core Viewpoint - Baize Medical has successfully launched its IPO on the Hong Kong Stock Exchange, demonstrating strong market confidence with a first-day stock price increase of over 42% [1] Group 1: IPO and Financial Performance - The company issued 133 million shares at an initial price of 4.22 HKD, raising approximately 562 million HKD for future development [1] - Revenue is projected to grow from 800 million CNY in 2022 to 1.19 billion CNY in 2024, reflecting a compound annual growth rate (CAGR) of 21.7% [2] - Gross profit is expected to increase from 80 million CNY to 210 million CNY during the same period, with a CAGR of 61.8% [2] - The company has crossed the breakeven point, achieving an adjusted net profit of 12.496 million CNY in 2024, confirming the sustainability of its business model [2] Group 2: Strategic Development and Market Position - Baize Medical is positioned as a leader in the full-cycle cancer service sector, utilizing a differentiated strategy of "early screening + treatment + rehabilitation" [1] - The company operates eight hospitals across five provinces, focusing on early cancer screening and rehabilitation, thereby enhancing its competitive edge [1] - The launch of the "Five Prescriptions for Cancer Rehabilitation" initiative and the publication of the "Cancer Rehabilitation Expert Consensus (2025)" highlight the company's commitment to advancing cancer rehabilitation services [3][4] Group 3: Market Opportunities and Future Outlook - The aging population and increasing cancer survival rates present significant growth potential in the cancer rehabilitation market [4] - Baize Medical's proactive approach positions it to capitalize on the expanding demand for cancer prevention and treatment services [4] - The favorable market conditions and the company's strategic initiatives are expected to accelerate its business expansion and enhance shareholder value [4]

Group 1 - The core viewpoint of the article highlights the launch of the "Five Major Prescriptions for Tumor Rehabilitation" initiative by Baize Medical in collaboration with over 30 major medical institutions in China, emphasizing the importance of tumor rehabilitation in improving patient quality of life and recovery [1][2] - The "Expert Consensus on Tumor Rehabilitation (2025)" was drafted by a multidisciplinary team of 29 experts and is based on the latest global research and clinical experience, outlining the target population and goals for tumor rehabilitation [2] - The consensus emphasizes the need for a comprehensive approach to tumor rehabilitation, including pre-rehabilitation, intervention during treatment, and long-term recovery, with a focus on the role of multidisciplinary teams (MDT) [2] Group 2 - The publication of the expert consensus in the influential "Chinese Clinical Physician Journal" signifies industry recognition of the company's tumor rehabilitation business, enhancing its competitive edge in the healthcare sector [2] - The board believes that implementing the "Five Major Prescriptions" strategy is a crucial aspect of the company's comprehensive tumor care business, which is expected to create value for shareholders [2]