2025年9月19日下午，第28届京台科技论坛未来健康创新发展对接会在北京成功举行。 北京市科学技术协会一级巡视员刘晓勘、台湾中华健康服务与科技应用发展促进会理事长许承坚、国际 核能院院士、中国科协荣誉委员、中国人工智能学会会士、中国科协原党组副书记、副主席张勤，世界 科学院院士、中国医药大学副校长王陆海、俄罗斯工程院院士、国家行政学院教授许正中等领导和嘉 宾，以及近200位来自京台两地的专家学者、企业代表出席活动。 美亚健康长寿诊所（台北）、中关村生命科学园、北京大学国际医院、美亚生物科技集团达成细胞技术 战略合作；台湾维丽康公司与中国人体工程学研究院就两岸医脉通项目签约；台湾中华健康服务与科技 应用发展促进会与北京中恩投资、康联体科技达成产业与投融资合作；台湾帝胜生技与北京中健产业就 投融资与项目落地签约；北京京台黄耆科技与中国人体工程学研究院就智能微型AI机器人生命保镖合 作签约。五项签约覆盖技术共研、产业孵化、市场应用与金融支持等多维度，成果丰硕，充分彰显京台 健康科技资源深度融合与务实推进。 会上，来自美亚健康长寿诊所、天复康、民嘉科技、华云精准、芝诺科技、利统股份和心扁鹊的京台两 地7个优质健康项 ...

天眼查App显示，近日，石为氢（江苏）健康科技有限公司成立，法定代表人为韦明秀，注册资本1000 万人民币，经营范围为许可项目：现制现售饮用水；洗浴服务（依法须经批准的项目，经相关部门批准 后方可开展经营活动，具体经营项目以审批结果为准）一般项目：技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；技术进出口；货物进出口；水资源专用机械设备制造；包装专用设备制 造；包装专用设备销售；养生保健服务（非医疗）；制药专用设备制造；制药专用设备销售；食品用塑 料包装容器工具制品销售；非金属矿及制品销售；非金属矿物制品制造；塑料制品销售；化妆品批发； 化妆品零售；个人卫生用品销售；第一类医疗器械销售；销售代理；日用陶瓷制品制造；日用陶瓷制品 销售；普通机械设备安装服务；机械设备销售；互联网销售（除销售需要许可的商品）；健康咨询服务 （不含诊疗服务）；矿山机械制造；水环境污染防治服务；资源再生利用技术研发；五金产品批发；五 金产品零售；五金产品研发；五金产品制造；工程和技术研究和试验发展；环境保护专用设备制造；环 境保护专用设备销售；气体、液体分离及纯净设备制造；气体、液体分离及纯净设备销售（除依法须经 批准的 ...

Group 1 - Brazil's participation in the 2025 China International Service Trade Fair highlighted its unique products such as coffee, chocolate, and wine, attracting significant attention from visitors [2] - The theme of the fair, "Digital Intelligence Leading, Service Trade Renewed," emphasizes the growing importance of digital economy as a connection between China and Brazil [2] - Meituan's introduction of its latest delivery robot, "Meituan Xiaohuangfeng," showcases advancements in supply chain and business services, enhancing efficiency in delivery [2] Group 2 - Meituan signed an agreement with the Brazilian Export and Investment Promotion Agency to invest $1 billion in Brazil over five years, establishing a nationwide instant delivery network [3] - Kuaishou's AI platform, Kuailing, has gained approximately 44 million global users, enhancing China's AI influence and promoting the international version of Kuaishou [3] - Kuaishou launched the e-commerce platform KuaishouShop in Brazil, providing diverse services to local users and supporting small and medium enterprises [4] Group 3 - The fair showcased health services, with a focus on traditional Chinese medicine, including successful training programs for Brazilian professionals [4] - The fair facilitated collaboration in the fragrance industry, with companies sourcing raw materials from Brazil to produce essential oils for international markets [6] - Sports cooperation was highlighted, with initiatives to promote cultural exchanges between Brazil and China, particularly in football [6] Group 4 - Traditional trade between China and Brazil is thriving, with Brazilian products like coffee and wine gaining popularity among Chinese consumers [6] - The fair's sales and experiential activities increased awareness of Brazilian brands among Chinese consumers, enhancing cultural understanding [6] - The ongoing expansion of service trade cooperation between China and Brazil is expected to drive growth in global service trade [7]

Financial Performance - Alibaba Group reported Q1 FY2026 revenue of 247.65 billion RMB, a slight increase of 2% year-on-year, marking the lowest growth rate in nearly two years due to the sale of Gao Xin Retail and Intime [1] - Adjusted EBITA for the quarter was 38.8 billion RMB, a decline of 14% year-on-year [1] Organizational Restructuring - A significant organizational restructuring is underway, with Ele.me and Fliggy being integrated into Alibaba's China e-commerce business group, reporting directly to the head of this group, Jiang Fan [1] - The restructuring redefines the business segments into four categories: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all other businesses, indicating adjustments to the 1+6+N split plan [1] Strategic Opportunities - CEO Wu Yongming highlighted two historical strategic opportunities: a technology platform centered on "AI + Cloud" and a large consumer platform integrating "shopping and lifestyle services" [1] - This strategic direction indicates Alibaba's shift from traditional e-commerce and cloud services to a broader business scope, reflecting a commitment to long-term investment over short-term profitability [1] Retail Business Transformation - Under Jiang Fan's leadership, the retail business is undergoing profound changes, focusing on optimizing supply and enhancing customer experience [2] - Measures include strict management of experience scores, adjusting traffic distribution, cleaning up low-quality suppliers, and increasing support for brand merchants, which has led to a 10% growth in customer management revenue, reaching a recent high [2] Instant Retail Development - Taobao Flash Purchase, a key part of Alibaba's new strategy, has completed its first phase of scale expansion and will focus on improving unit economics [4] - Despite challenges such as internal resource integration and inconsistent pricing between online and offline, Taobao Flash Purchase has increased daily active users by 20%, boosted advertising and CRM revenue, and effectively reduced marketing costs [4] Marginal Business Concerns - Some marginal businesses, including Hema, Cainiao, and Alibaba Health, have seen declines in revenue and profit, raising concerns about their survival [4] - To alleviate financial pressure, Zhibo Zhixing has submitted a listing application to the Hong Kong Stock Exchange, and Lingxi Entertainment's reporting line has been adjusted to Alibaba Group CFO Xu Hong, suggesting potential listing plans for these businesses [4] Overall Strategic Insight - Alibaba's series of structural adjustments and business transformations reflect the company's keen insight into future strategic opportunities and its determination to seek breakthroughs and innovations in a complex and changing market environment [6]

Group 1 - Zhuhai is enhancing support for low-altitude economy development by formulating a "policy package" to leverage its resources and platforms, aiming to establish a competitive low-altitude industry cluster [2] - Rongtai Health has entered a strategic partnership with Aoshark Intelligent to explore "human-machine symbiosis" applications in health technology and robotics [3] - The Hong Kong Securities and Futures Commission reported a significant increase in IPO fundraising, with a total of 51 IPOs raising HKD 128 billion, marking a year-on-year increase of over 610% [4] Group 2 - China Resources Beer announced a halt in the supply of certain products to instant retail platforms in response to market chaos caused by price wars, aiming to maintain product value and brand competitiveness [4] - Mixue Group reported a revenue of CNY 14.87 billion for the first half of the year, a year-on-year increase of 39.3%, with a net profit of CNY 2.718 billion, up 44.1% [5] - FWD Group signed a ten-year lease with Swire Properties, becoming the largest single office tenant in Taikoo Place, with an office space of 330,000 square feet [6] Group 3 - Wahaha confirmed that the 29.4% stake directly held by Zong Qinghou has been fully inherited by his daughter, Zong Fuli, following a notarized will [7] - Cainiao Network employees will receive a "double year-end" bonus if they were employed as of August 1, with the special bonus to be distributed by the end of August [8] - Jia Yueting executed a stock purchase plan, acquiring approximately USD 200,000 worth of Faraday Future common stock, indicating confidence in the company's future [11]

Core Insights - Rongtai Health and Aosha Intelligent have signed a strategic cooperation agreement, marking a new chapter in the integration of health technology and exoskeleton technology [1] - The partnership aims to explore the potential of "human-machine symbiosis" and accelerate the application of cutting-edge intelligent technology in the health industry [1] Company Overview - Rongtai Health has been deeply involved in the health industry for 28 years, with products sold in over 80 countries and regions, and has sold more than 3 million massage chairs [1] - Aosha Intelligent specializes in exoskeleton robotics, with a focus on transitioning technology from industrial applications to the consumer market [1] Future Plans - The two companies plan to establish deep cooperation in three core areas: technological health, industry applications, and technology research and development, aiming for complementary advantages and collaborative development [1] - Both companies express commitment to continue deepening their partnership to explore the infinite possibilities of "health + technology" [1]

Group 1: Global Foreign Direct Investment Trends - In 2024, global foreign direct investment (FDI) is projected to decline by 11% to approximately $1.5 trillion, marking the second consecutive year of decline [1] - The primary reason for this decline is a 58% drop in FDI inflows to Europe, affecting 15 of the 27 EU member states, including major economies like Germany, Spain, Italy, and France [1] - The total amount of international project financing (IPF) crucial for infrastructure investment in Europe also decreased by 11% year-on-year, indicating a broader cautious attitude among investors [1] Group 2: FDI in Developing Countries - FDI inflows to developing economies remain relatively stable, accounting for 57% of global FDI inflows in 2024, with a total of $867 billion, showing resilience amid global uncertainties [2] - The inflow of FDI in developing countries is highly concentrated, with ten major emerging markets, including China, Brazil, Mexico, Indonesia, and India, representing about 75% of total FDI inflows to these regions [2] Group 3: Investment Policy Differences - There is a growing divergence in investment policies between developing and developed countries, with developing nations emphasizing openness to FDI and implementing favorable measures, while developed countries are increasingly adopting restrictive measures [8] - Over 40% of unfavorable measures introduced in 2024 involve new or expanded scrutiny mechanisms, primarily by developed countries, focusing on high-tech industries and critical raw materials essential for energy transition and supply chain resilience [8] Group 4: Digital Economy as an Investment Highlight - The digital economy is identified as the fastest-growing sector for global investment, with greenfield investment projects in this area surging to $360 billion in 2024 [12] - Between 2020 and 2024, developing countries attracted $531 billion in digital economy greenfield investments, with nearly 80% of these projects concentrated in ten countries, including six in Asia and two in Latin America [12] Group 5: Role of China and the U.S. in Global FDI - China and the U.S. are recognized as significant recipients of FDI and are viewed as barometers for global trade and investment trends [16] - China's FDI structure is shifting towards high-tech industries and advanced manufacturing, indicating a positive trend in attracting high-quality investments [16]

Group 1 - Rongtai Health (603579) and Aoshark Intelligence signed a strategic cooperation agreement on August 26 [1] - The collaboration aims to integrate health technology with exoskeleton technology, exploring "human-machine symbiosis" [1] - Future plans include deep cooperation in three core areas: technological health, industry applications, and technology research and development [1] Group 2 - Aoshark Intelligence is a high-tech robotics company based on an exoskeleton technology platform [1]

Group 1 - The company plans not to distribute profits for the first half of 2025, including no cash dividends or stock bonuses, to ensure sustainable development and protect long-term shareholder interests [4] - The board of directors confirmed the authenticity, accuracy, and completeness of the half-year report, which has not been audited [3][6] - The company reported an unallocated profit of -41,204,869.29 yuan as of June 30, 2025, indicating that the unallocated losses exceed one-third of the paid-in capital [17] Group 2 - The company has faced challenges due to macroeconomic fluctuations, structural changes in consumer behavior, and intensified industry competition, leading to cautious spending among high-income consumers [18] - The company is implementing strategic adjustments focused on "technology empowering health," leveraging its strengths in traditional Chinese medicine and technology to enhance brand loyalty and consumer experience [19] - The company is pursuing a global strategy to expand into emerging markets and key channels, aiming to build a diverse and robust international business system [19] Group 3 - The company raised 422.23 million yuan through its initial public offering, with a net amount of 358.91 million yuan after deducting fees [22][23] - As of the reporting period, the company had a remaining balance of 57.54 million yuan in raised funds, primarily due to ongoing projects [23][27] - The company has established a management system for raised funds, ensuring compliance with relevant laws and regulations [25][26]

Core Viewpoint - San Ai Health Group (01889) anticipates a significant shift from a profit of approximately RMB 9.8 million in the same period of 2024 to a projected loss of between RMB 11.5 million and RMB 14 million for the six months ending June 30, 2025 [1] Financial Performance - The expected change from profit to loss is primarily due to the absence of a large one-time non-recurring gain of approximately RMB 17.04 million from the sale of a subsidiary, which was recorded in the same period of 2024 [1] - Additionally, the company has accounted for an increase in distribution costs and administrative expenses of approximately RMB 4.6 million related to Beijing Hangyang Health Technology Co., Ltd. and its subsidiaries, which were not recorded in the same period of 2024 [1]