公告称，收入及公司拥有人应占溢利减少乃主要由于医疗分部营运收入减少;投资物业非现金公允价值 亏损增加;但部分被雇员福利开支减少;取得未变现汇兑收益净额，而2024年上半年则取得未变现汇兑亏 损净额;及所得税开支减少所抵销。 天安卓健(00383)发布截至2025年6月30日止6个月中期业绩，该公司取得收入7.83亿港元，同比减少 4.67%;公司拥有人应占溢利1197.9万港元，同比减少44.69%;每股基本盈利1.11港仙。 ...

Core Insights - The blue paper titled "Cognitive Understanding of Public Health Weight Loss and Scientific Medication" was released, highlighting the public's understanding and behavior regarding obesity and weight loss [1][2] - The report indicates that obesity is a significant public health challenge affecting national health quality and increasing the burden on the healthcare system [2][3] Group 1: Public Awareness and Misconceptions - The blue paper reveals that there is a prevalence of "pseudo-science" knowledge regarding weight loss, indicating a need for professional knowledge to break through existing barriers [1] - Many individuals do not recognize obesity as a disease and view weight loss medications as a "shortcut," neglecting the importance of lifestyle interventions [2] - The influence of social media and the "thin is beautiful" concept has led to a proliferation of false weight loss advertisements, contributing to public confusion [2] Group 2: Health Risks and Future Projections - Research shows that without urgent measures, by 2050, 50% of adults and one-third of children and adolescents globally will face overweight or obesity issues [1] - Obesity is currently the sixth leading cause of death and disability in China, serving as a precursor to over 200 diseases, including diabetes and cardiovascular diseases [1] Group 3: Multidisciplinary Approach - The treatment of obesity requires a collaborative approach involving multiple disciplines such as endocrinology, nutrition, exercise medicine, psychology, and public health [3] - The blue paper emphasizes a tiered intervention strategy: lifestyle intervention, medication assistance, and surgical evaluation, along with the principle of rational medication use [2]

Core Viewpoint - Tianan Health (00383.HK) reported a total revenue of HKD 783 million for the six months ending June 30, 2025, representing a year-on-year decrease of approximately 4.67% [1] - The profit attributable to shareholders was HKD 11.979 million, a decline of about 44.69% compared to the previous year [1] - Basic earnings per share were HKD 0.0111, down from HKD 0.0199 in the first half of 2024 [1] Revenue and Profit Analysis - The decrease in revenue was primarily due to a reduction in operating income from the medical segment [1] - The company experienced an increase in non-cash fair value losses on investment properties [1] - However, this decline was partially offset by a reduction in employee benefit expenses, recognition of unrealized foreign exchange gains, and a decrease in income tax expenses [1]

Core Viewpoint - The article discusses the performance of the Hong Kong and A-share markets, highlighting the differences in sector indices, particularly in the healthcare sector, and the implications for investment strategies. Group 1: Market Performance - The overall market experienced a slight decline, remaining at 4.7 stars [1] - Large-cap stocks dipped slightly while small-cap stocks saw a minor increase [2] - The value style showed minimal volatility, whereas the growth style declined [3] - Hong Kong stocks also faced a downturn today [4] - Since the Chinese New Year, Hong Kong stocks have outperformed A-shares by 20-30% [5] - Recently, Hong Kong stocks have retraced to around 4.0 stars after reaching highs of approximately 3.9 stars [6] - Market movements are expected to include fluctuations of 10-20% during upward trends [7] - Despite market fluctuations, corporate earnings continue to grow, suggesting potential for index increases [8] Group 2: Sector Analysis - There are notable differences between Hong Kong and A-share healthcare sectors, with Hong Kong's healthcare index showing greater gains this year [9] - The Hong Kong Hang Seng Healthcare index includes biotechnology and innovative drugs, differing from A-share indices that also encompass medical devices and services [10][12][14] - A-share healthcare indices are currently undervalued, sitting at historical lows of 10-20% [44] Group 3: Performance Comparison - From the beginning of the year, Hong Kong's innovative drug and biotechnology indices have outperformed their A-share counterparts by 50-60% [22] - The decline in Hong Kong stocks was more pronounced in 2021-2022, with some indices dropping by 60-70% [27] - Hong Kong technology stocks have recently shown significant earnings recovery, with projections for substantial growth in 2024 and 2025 [30] - The recovery in Hong Kong's innovative drug sector is expected to mirror this trend, with earnings projected to increase by over 100% [33] - A-shares are anticipated to experience a decline in overall earnings in 2024, with recovery expected in early 2025 [36][37] Group 4: Valuation Insights - The article provides a valuation summary for various Hong Kong indices, indicating current price-to-earnings (P/E) ratios and other financial metrics [42] - The Hang Seng Healthcare index has a P/E ratio of 37.04, while the Hang Seng Index stands at 13.44 [43] - The article emphasizes the importance of monitoring valuation levels, especially in the healthcare sector, which may be approaching overvaluation [41]

Core Viewpoint - The article highlights the success of Yao Ying Medical, led by Dr. Shi Haoying, emphasizing the importance of high-quality medical services driven by doctors and focused on patient needs [1][6]. Group 1: Medical Core Philosophy - The core of Yao Ying Medical is "doctor-led" care, prioritizing effective and efficient solutions for patients, avoiding unnecessary treatments [3][4]. - The medical team consists of highly qualified professionals, with many having international experience, which enhances the institution's capability to handle complex cases [3][4]. Group 2: Patient-Centric Approach - High-quality medical care is defined as meeting the genuine health needs of patients, focusing on preventive measures and comprehensive health management [4][5]. - The "full-spectrum + specialty" team collaboration model allows for tailored solutions to patient health needs, integrating various medical disciplines [5]. Group 3: International Recognition and Innovation - Yao Ying Medical has gained global recognition, with international patients praising its services and expressing a desire for expansion [6][7]. - The institution actively incorporates cutting-edge medical practices and technologies, such as gene sequencing and AI-assisted health management, to enhance patient care [7]. Group 4: Empowerment of Medical Professionals - The establishment of Yao Ying Medical emphasizes the growth and empowerment of healthcare teams, fostering a collaborative environment focused on patient welfare [9][10]. - The institution attracts top medical talent, creating a culture of continuous improvement and teamwork [9][10]. Group 5: Future Aspirations - Dr. Shi Haoying envisions Yao Ying Medical becoming synonymous with high-quality healthcare in China over the next decade, aiming to reshape the industry with a patient-first philosophy [12].

8月1日的资金流向数据方面，主力资金净流出473.83万元，占总成交额3.34%，游资资金净流出826.49 万元，占总成交额5.83%，散户资金净流入1300.32万元，占总成交额9.18%。 近5日资金流向一览见下表： 证券之星消息，截至2025年8月1日收盘，国际医学(000516)报收于5.48元，上涨0.18%，换手率1.17%， 成交量25.71万手，成交额1.42亿元。 | 指标 | 国际医学 | 医疗服务行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 122.69亿元 | 196.59亿元 | 11 42 | | 净资产 | 33.39亿元 | 56.55亿元 | 14 42 | | 净利润 | -1.06亿元 | 2.52亿元 | 41 42 | | 市盈率(动) | -28.84 | 30.46 | - 42 | | 市净率 | 3.44 | 4.68 | 23 42 | | 毛利率 | 5.21% | 34.85% | 41 42 | | 净利率 | -13.33% | 2.83% | 37 42 | | ROE | -2.94% | 1. ...

于2025年7月30日，郑北质押735万股股份。2025年7月31日，郑北解除质押761万股股份。 康龙化成（300759）(03759)公布，公司近日接到公司实际控制人之一郑北女士的函告，获悉郑北女士 将其所持有的公司部分股份进行了质押和解除质押。 ...

8月1日，诺思格今日收盘56.0元，下跌2.27%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到37.76倍，总市值54.09亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均47.90倍，行业中值59.27倍，诺思格排名 第23位。 截至2025年一季报，共有1家机构持仓诺思格，其中基金1家，合计持股数1.24万股，持股市值0.01亿 元。 诺思格(北京)医药科技股份有限公司的主营业务是为全球的医药企业和科研机构提供综合的药物临床研 发全流程一体化服务。公司的主要产品是临床试验运营服务、临床试验现场管理服务、数据管理与统计 分析服务、生物样本检测服务、临床试验咨询服务、临床药理学服务。 最新一期业绩显示，2025年一季报，公司实现营业收入1.73亿元，同比-2.53%；净利润2607.37万元，同 比13.12%，销售毛利率36.53%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)7诺思格37.7638.572.9054.09亿行业平均 47.9060.534.17196.59亿行业中值59.2765.523.1866.03亿1药明康德19.4028.274.4626 ...

江苏澳洋健康产业股份有限公司的主营业务是医疗服务业务、医药流通业务、生物科技业务。公司的主 要产品为医疗服务、医药物流。公司下属各医疗机构分别荣获了下列荣誉："第七届全国医院品管圈大 赛三等奖、改善医疗服务示范医院、苏州市级临床重点专科、中国上市医疗服务企业csr30强"，同时入 围了"医院品管圈比赛优秀圈组一等奖"；同时澳洋医院还签约中国创伤救治联盟，以此借助中国最权威 的创伤急救平台，提升医院创伤救治中心的急救水平，大大降低严重创伤患者的死亡率及致残率。被艾 力彼医院管理研究中心重磅发布的非公立医院100强榜单评为第32名，在全国县级非公立医院排名中位 列第二位。 8月1日，澳洋健康今日收盘4.11元，上涨1.23%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到111.12倍，创33天以来新低，总市值31.47亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均47.90倍，行业中值59.27倍，澳洋健康排 名第39位。 资金流向方面，8月1日，澳洋健康主力资金净流出1403.93万元，近5日总体呈流出状态，5日共流出 516.48万元。 最新一期业绩显示，2025年一季报，公司 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300149 | 睿智医药 | 13.30 | -6.60% | 97.13万 | 13.47 乙 | | 688710 | 益诺思 | 42.93 | -4.34% | 2.77万 | 1.21亿 | | 300725 | 药石科技 | 47.25 | -4.08% | 22.57万 | 10.92亿 | | 603456 | 九州药业 | 18.32 | -3.48% | 63.91万 | 11.90亿 | | 603259 | 药明康德 | 93.00 | -3.40% | 89.33万 | 83.98亿 | | 300759 | 康龙化成 | 30.10 | -3.22% | 61.22万 | 18.70亿 | | 688202 | 美迪西 | 61.60 | -2.84% | 7.28万 | 4.55 Z | | 002173 | 创新医疗 | 14.92 | -2.74% | 81.94万 | 12.53亿 | | 002821 | 司 ...