公告显示，利润下滑主要原因包括医保次均费用下降挤压医疗机构利润，以及公司逐步退出IOT业务导 致相关利润贡献减少。 北京商报讯（记者 王寅浩 实习记者 宋雨盈）8月4日，华润医疗发布公告称，预计2025年上半年公司拥 有人应占利润同比下降20%—25%；若剔除公告所载有关集团一次性收到燕化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%—60%。 ...

【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 ...

Core Viewpoint - CICC maintains the earnings forecast for Far East Horizon (03360) for 2025/2026 largely unchanged, with a target price increase of 10% to HKD 8.8 due to significant valuation discount and attractive dividend yield [1] Financial Performance - For 1H25, Far East Horizon reported a revenue decrease of 4% year-on-year to CNY 17.34 billion, while net profit attributable to shareholders increased by 4% to CNY 2.16 billion, achieving an annualized ROE of 8.66%, up 17 percentage points year-on-year, in line with expectations [2] - The company’s interim dividend payout ratio increased by 4 percentage points year-on-year to 50%, with a stable DPS of HKD 0.25, reflecting a slower growth in DPS compared to profit due to the dilution effect from convertible bonds [2] Financial Business - The financial business revenue for 1H25 increased by 2% year-on-year to CNY 11.09 billion, accounting for 64% of total revenue, with interest income slightly down by 0.4% to CNY 10.66 billion, while consulting fee income surged by 167% to CNY 430 million [3] - The net interest margin expanded, with net interest spread and net interest margin increasing by 11 basis points and 4 basis points year-on-year to 4.06% and 4.51%, respectively [3] - Asset quality remained stable, with non-performing loan ratio slightly decreasing by 0.02 percentage points to 1.05% and the provision coverage ratio remaining stable at 227% [3] Industrial Operations - The industrial operations segment saw a revenue decline of 13% year-on-year to CNY 6.33 billion, accounting for 37% of total revenue, with domestic business under pressure while overseas business experienced rapid growth [4] - The revenue from Hongxin Jianda decreased by 11% year-on-year to CNY 4.35 billion, with net profit down by 87% to CNY 35 million, affected by a decline in domestic market performance [4] - The healthcare segment, Hongxin Health, reported a 15% year-on-year decrease in hospital revenue to CNY 1.8 billion, with net profit down by 28% to CNY 110 million, as the company focuses on optimizing cost efficiency and expanding non-insurance business [4]

智通财经APP获悉，中金发布研报称，维持远东宏信(03360)25/26e盈利预测基本不变。公司当前交易于 25/26e 0.67x/0.63x P/B。维持跑赢行业评级，由于公司本身估值存在较大折价、且股息稳健预期下公司 当前股息率具备较高吸引力，考虑市场资金偏好上调目标价10%至8.8港币(对应25/26e 0.75x/0.71x P/B及 11%上行空间)。 1H25公司金融业务收入同比+2%至110.9亿元、占总收入比例同比+4ppt至64%，其中利息收入同比-0.4% 至106.6亿元，咨询费收入同比+167%至4.3亿元，具体而言：1)生息资产净额同比持平/较年初+2%至 2,666亿元，自2023年上半年以来首次实现环比增长，新增投放聚焦机械制造、民生消费、文化旅游、 化工医药等民生相关产业，其中普惠金融实现快速增长、投放规模较年初+29%至222亿元，而城市公用 板块投放规模则较年初-7%至819亿元、规模持续缩减;2)净收益率边际扩张，净利差/净息差(公司口径) 分别同比+11bp/+4bp至4.06%/4.51%，其中资产收益率同比-3bp至8.08%，定制化综合化服务策略推进、 叠加普惠 ...

公告称，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。 消息面上，8月4日，华润医疗发布公告，公司预料截至2025年6月30日止六个月的公司拥有人应占利润 相较2024年同期下降约20%至25%；而经剔除有关集团一次性收到燕化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%。 智通财经获悉，华润医疗(01515)盈警后低开7%，截至发稿，跌7%，报4.12港元，成交额415.91万港 元。 本文源自智通财经网 ...

8月4日，华润医疗(01515)盘中下跌8.35%，截至09:30，报4.06元/股，成交1651.07万元。 本文源自：金融界 作者：行情君 华润医疗控股有限公司是内地和香港两地规模领先的医疗上市公司，致力于专业化整合和资本化运作医 疗资源，其经营的医疗机构多达146家，运营床位数超过21985张。公司在2023年收购了母公司华润健康 的36家优质医疗机构，增强了医疗服务能力，并对集团化运营和精细化管理模式进行创新改良，以满足 人民群众的多样化医疗健康服务需求。 截至2024年年报，华润医疗营业总收入98.55亿元、净利润5.66亿元。 ...

公告称，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。 智通财经APP获悉，华润医疗(01515)盈警后低开7%，截至发稿，跌7%，报4.12港元，成交额415.91万 港元。 消息面上，8月4日，华润医疗发布公告，公司预料截至2025年6月30日止六个月的公司拥有人应占利润 相较2024年同期下降约20%至25%；而经剔除有关集团一次性收到燕化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%。 ...

Core Viewpoint - China Resources Medical (01515) issued a profit warning, anticipating a profit decline of approximately 20% to 25% for the six months ending June 30, 2025, compared to the same period in 2024, with a more significant decline of about 55% to 60% when excluding one-time management fees and compensation related to the Yanhua IOT agreement [1][1][1] Group 1 - The company's stock opened lower by 7% and is currently trading at HKD 4.12, with a trading volume of HKD 4.1591 million [1][1] - The anticipated profit decline is primarily attributed to a decrease in average medical expenses under the medical insurance system, leading to reduced operating profits for member medical institutions [1][1][1] - The company is gradually exiting the IOT (Investment-Operation-Transfer) business, resulting in a decline in profit contributions from this segment [1][1][1] Group 2 - For the second half of 2025, the company plans to actively improve its revenue structure, enhance management precision, control operational costs, and increase operational efficiency [1][1][1]

Core Viewpoint - The "Lecheng Protect Coconut Seedlings" health assistance initiative aims to provide free health checks and support for severe illnesses to underprivileged families in rural areas, specifically targeting middle and primary school students in the Banyang Town of Wuzhishan City [1][2] Group 1: Event Overview - The initiative is a collaboration between the Boao Lecheng International Medical Tourism Pilot Zone Management Bureau and Banyang Town, focusing on health checks for local students [1] - On the event day, 43 students from Banyang Town participated, receiving professional health examinations at the Yiran Ear, Nose, and Throat Hospital and Hainan Eye Vision Hospital [1] Group 2: Health Services Provided - At the Yiran Ear, Nose, and Throat Hospital, experts conducted detailed examinations using advanced equipment to check for common ear, nose, and throat issues [1] - The Hainan Eye Vision Hospital provided vision screenings and eye health assessments, helping to identify issues such as myopia and astigmatism among students [1] Group 3: Community Impact - A local parent expressed gratitude for the initiative, highlighting the financial difficulties faced by families and the limited medical resources available in the town [1] - The first secretary of Banyang Village noted that the initiative effectively addressed the urgent health needs of underprivileged families, reducing their burden and providing tangible benefits to the community [2]

Core Viewpoint - China Resources Medical expects a decline in profit attributable to shareholders by 20% to 25% for the six months ending June 30, 2025, primarily due to reduced average medical expenses under the healthcare insurance system and a gradual exit from the IOT (Investment-Operation-Transfer) business [1] Financial Summary - The profit attributable to shareholders is projected to decline by 55% to 60% when excluding a one-time gain of approximately 210 million RMB from the Yan Hua IOT agreement, which includes management fees and compensation for supply chain losses [1] - The main reason for the profit decline is the decrease in operating profit of its medical institutions due to lower average medical expenses [1] Business Strategy - The company plans to optimize its revenue structure, enhance management efficiency, and control costs in the second half of 2025 to improve operational effectiveness [1]