湖北启动医疗机构免陪照护服务试点 中新网武汉9月5日电 (张腾 罗颖)湖北省卫生健康委、湖北省中医药管理局、湖北省疾控局、湖北省医 保局近日联合印发《湖北省医疗机构免陪照护服务试点工作方案》(以下简称"方案")，标志着湖北医疗 机构免陪照护服务试点工作正式启动。 此次试点聚焦住院患者照护需求，首批确定18家三级医院参与，覆盖武汉、宜昌、十堰、襄阳等城市， 包括华中科技大学同济医学院附属同济医院、宜昌市中心人民医院、十堰市太和医院等医疗机构，重点 为生活部分或完全不能自理的住院患者提供规范化、专业化生活照护服务，着力减轻家属陪护压力。 根据方案部署，免陪照护服务以患者或家属知情同意为前提，由护士或医疗护理员，为患者提供助餐、 助浴、助洁等基础生活照料。医疗护理员须在护士指导下开展工作，严禁从事输液、给药等医疗专业技 术操作。试点医院将按不低于0.6:1的护床比例配备护士，护理人力不足时可由医疗护理员协助服务， 并优先在老年医学科、神经科、心血管科、普外科、骨科等一级护理需求集中的病区推进试点。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不 ...

公告表示，出售事项基于三项关键裨益：(i)优化卖方的资本结构及提升其流动性状况；(ii)藉与经验丰 富的战略伙伴携手契机，共同推动目标公司业务发展及价值创造，同时保持卖方于医疗健康行业关键战 略资产的控制权；及(iii)强化股权结构，为目标公司的中期增长提供更强的支持与动力。 目标公司(即Luz Saúde, S.A.)为一间根据葡萄牙法律成立的有限责任公司，其为葡萄牙医疗市场上最大 的私人医疗集团之一，在葡萄牙提供广泛的综合医院及临床服务。截至本公告日期，其为Fidelidade的 附属公司。Fidelidade拟将出售事项的所得款项用于优化其资本结构及偿付能力状况。 格隆汇9月5日丨复星国际(00656.HK)发布公告，2025年9月4日(里斯本时间)，Fidelidade(公司的间接附 属公司，作为卖方)与MEIF 7(作为买方)签订协议，据此，卖方同意出售目标公司40%的股份及表决权， 基础代价为欧元3.10亿元。交割后，卖方将持有目标公司59.86%的股份及表决权，而目标公司将仍为公 司的附属公司。 ...

据悉，目标公司为葡萄牙医疗市场上最大的私人医疗集团之一，在葡萄牙提供广泛的综合医院及临床服 务。截至本公告日期，其为Fidelidade的附属公司。 公告称，出售事项基于叁项关键裨益：(i)优化卖方之资本结构及提升其流动性状况;(ii)借与经验丰富的 战略伙伴携手契机，共同推动目标公司业务发展及价值创造，同时保持卖方于医疗健康行业关键战略资 产的控制权;及(iii)强化股权结构，为目标公司的中期增长提供更强的支持与动力。 复星国际(00656)公布，于2025年9月4日(里斯本时间)，Fidelidade(该公司的间接附属公司，作为卖方)与 MEIF7(作为买方)签订协议，据此，卖方拟向买方出售Luz Saúde,S.A.40%的股份及表决权，基础代价为 欧元3.1亿元。交割后，卖方将持有目标公司59.86%的股份及表决权，而目标公司将仍为公司的附属公 司。 ...

Question-and-Answer SessionRonald SouthSenior VP & CFO Yes, certainly, Vik. I think as people are probably aware, our results were a little less than what was expected. We did see a little pressure on the stock that day. But since then, the stock price has recovered to a level that is back to where we were prior to our release. I think it's an indication that as investors had the opportunity to kind of digest our message, indicate why we were holding our -- maintaining our guidance for the balance of the ye ...

HCA Healthcare (HCA) FY 2025 Conference September 04, 2025 02:15 PM ET Company ParticipantsMike Marks - EVP & CFOConference Call ParticipantsStephen Baxter - Senior Equity Research AnalystStephen BaxterAll right. Good afternoon, everyone. I'm Steve Baxter, the Healthcare Services Analyst here at Wells Fargo. We're very pleased to have HCA Healthcare with us today. HCA Healthcare is one of, if not the largest, operators of health systems in the country. From the company, we're pleased to be joined by CFO Mic ...

Financial Data and Key Metrics Changes - The company reported a 6.4% top-line growth in the quarter, despite a volume growth of only 2.3% equivalent admissions year-to-date, which was below the original guidance of 3% to 4% [15][7][5] - Medicaid volume decreased by 1.2% year-to-date, which was expected to be flat or slightly up, impacting approximately 17% of total volume [8][7] - Self-pay volume increased by only 1.5% year-to-date, significantly lower than the anticipated 3% to 4% range [11][13] - Medicare volume growth was at 3%, slightly below the initial estimate of 3.5% to 4% [17][19] Business Line Data and Key Metrics Changes - The commercial book, excluding exchanges, saw growth of just under 1% in the first half of the year, compared to a normal range of 1% to 2% growth [39][41] - Total commercial book growth, including exchanges, was around 4% to 4.5% year-to-date [43][45] - Exchange volume growth was 3% from Q1 to Q2, compared to a 15% increase in the previous year [31][29] Market Data and Key Metrics Changes - The healthcare exchanges accounted for about 8% of total volume and 10% of revenue, with utilization patterns falling between commercial and Medicaid populations [121][127] - The company noted that exchange patients utilize emergency care more than average employer-based patients and have lower utilization of elective procedures [123][121] Company Strategy and Development Direction - The company remains focused on organic growth within its 43 markets, investing 45% to 55% of capital back into these markets [193][196] - M&A activity is ongoing, with two acute care hospitals acquired this year and continued interest in outpatient acquisitions [198][200] - The company is committed to maintaining a balanced approach to capital allocation, including dividends and share repurchase programs [201][210] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the stability of the labor market, noting improvements in wage inflation and retention rates [88][90] - The company is actively monitoring the potential impacts of enhanced exchange subsidies and Medicaid supplemental payments, with plans to provide more guidance in the fourth quarter [115][120] - Management highlighted the importance of revenue integrity and asset utilization as key components of their resiliency plan [145][146] Other Important Information - The company is leveraging advanced technologies, including AI, to improve claims processing and reduce denials [156][162] - Management indicated that the proposed OPPS rule was disappointing, while the inpatient IPPS rule was more favorable than expected [189][191] Q&A Session Summary Question: Can you elaborate on the volume trends from Q1 to Q2? - Management noted a decrease in Medicaid and self-pay volumes, contributing to lower overall volume growth than anticipated [7][11] Question: How do you view the impact of exchange growth on comparisons? - Management acknowledged that last year's exchange enrollment growth created a tougher comparison for this year [25][27] Question: What are the expectations for the second half of the year? - Management indicated that the implied growth rate for the second half is consistent with the first half, considering various moving parts [74][78] Question: How is the company addressing labor costs? - Management reported stable labor costs and improvements in retention rates, with a focus on reducing reliance on contract labor [88][90] Question: What is the company's stance on enhanced exchange subsidies? - Management is optimistic about the potential extension of subsidies but emphasized the need for clarity before making specific estimates [112][115] Question: How does the company view its M&A strategy moving forward? - Management confirmed ongoing M&A activity, particularly in outpatient services, while maintaining a disciplined approach to capital allocation [198][200]

AI基金华商医药医疗行业股票（008107）披露2025年半年报，上半年基金利润2047.68万元，加权平均基金份额本期利润0.1704元。报告期内，基金净值增 长率为19.74%，截至上半年末，基金规模为1.39亿元。 该基金属于标准股票型基金，长期投资于医药医疗股票。截至9月3日，单位净值为1.314元。基金经理是张晓，目前管理的3只基金近一年均为正收益。其 中，截至9月3日，华商医药医疗行业股票近一年复权单位净值增长率最高，达49.65%；华商双擎领航混合最低，为33.27%。 基金管理人在中期报告中表示，医药端仍以创新药及创新产业链配置为主，创新药聚焦现有临床数据支撑性较强的个股，创新产业链国内临床前、海外临床 端相关公司的订单逐步改善，配置份额持续提升的龙头标的。同时对底部的器械耗材、中药、消费医疗个股保留一定配置，等待反转。 截至9月3日，华商医药医疗行业股票近三个月复权单位净值增长率为29.09%，位于同类可比基金22/54；近半年复权单位净值增长率为40.63%，位于同类可 比基金28/54；近一年复权单位净值增长率为49.65%，位于同类可比基金34/53；近三年复权单位净值增长率为26.6 ...

9月4日，济民健康(603222)再次涨停，股价报收于11.52元/股。8月14日至9月4日，济民健康在16个交易日收出9个涨停板，最大累计涨幅超过70%。 | 开始时间: 2025/08/14 ◀▶ 结束时间: 2025/09/01 ◀ ▶ 总个数: 13 | | | --- | --- | | 起始价格: 7.36 结束价格: 12.67 成本均价: 10.33 | | | 最高价: 12.67 最低价: 7.24 涨跌幅: +72.15% | | | 振幅: 75.00% 板块涨跌幅: +0.75% 大盘涨跌幅: +5.21% | | | 总手: 1369万手 金额: 141.45亿 换手率: 260.81% | | | 阴线:4 阳线: 8 平线:1 | 次全名古自:1904 00日 | 9月4日晚，济民健康公告，双鸽集团因自身资金需求，计划以集中竞价交易方式和大宗交易方式减持公司合计不超过1575.27万股股份，即不超过公司总股本 的3%。 双鸽集团是济民健康的控股股东。拟减持的股份来自IPO前取得及资本公积转增股份。本次减持将在减持计划公告之日起十五个交易日后的3个月内进行，其 中通过集中竞价交易 ...

| 股东名称 | 双鸽集团 | | --- | --- | | 计划减持数量 | 不超过:15,752,718 股 | | 计划减持比例 | 不超过:3% | | 减持方式及对应减持数量 | 集中竞价减持,不超过:5,250,906 股 | | | 大宗交易减持,不超过:10,501,812 股 | | 減持期间 | 2025年9月29日〜2025年12月26日 | | 拟减持股份来源 | IP0 前取得及资本公积转增股份 | | 拟减持原因 | 自身资金需求 | | 股东名称 | 双鸽集团 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 □否 | | | 直接持股 5%以上股东 | √是 □否 | | | 董事、监事和高级管理人员 | □是 √否 | | | 其他:不适用 | | 9月4日晚，济民健康公告，双鸽集团因自身资金需求，计划以集中竞价交易方式和大宗交易方式减持公司合计不超过1575.27万股股份，即不超过公司总 股本的3%。 双鸽集团是济民健康的控股股东。拟减持的股份来自IPO前取得及资本公积转增股份。本次减持将在减持计划公告之日起十五个交 ...

Core Viewpoint - Haier Group is rapidly expanding in the health industry, having acquired three A-share companies: Shanghai Laishi, Haier Bio, and Yinkang Life, creating a diverse portfolio in blood products, medical devices, and healthcare services [1][3]. Financial Performance - Shanghai Laishi reported a revenue of approximately 3.952 billion yuan, a year-on-year decrease of 7.06%, and a net profit of about 1.03 billion yuan, down 17% [3]. - Haier Bio's revenue was around 1.196 billion yuan, a decline of 2.27%, with a net profit of 143 million yuan, down 39.09% [4]. - Yinkang Life was the only company to show net profit growth, achieving a revenue of 843 million yuan, up 2.4%, and a net profit of 61.83 million yuan, up 12.82% [4]. Goodwill Concerns - All three companies have significant goodwill on their balance sheets, with Shanghai Laishi's goodwill reaching 8.308 billion yuan, an increase from 5.073 billion yuan the previous year [6]. - Yinkang Life's goodwill increased to 1.012 billion yuan from 693 million yuan, while Haier Bio's goodwill stood at 759 million yuan [7]. - The high goodwill poses a risk of impairment, which could adversely affect net profits if the acquired companies underperform [7]. Industry Challenges - Shanghai Laishi faces intense competition in the blood products sector, with pricing pressures due to market consolidation [9]. - Haier Bio is experiencing a downturn in the low-temperature storage equipment market and is diversifying into new sectors to mitigate this decline [9]. - Yinkang Life is focused on building a comprehensive healthcare ecosystem, emphasizing original technology and clinical value [10]. Strategic Direction - Haier's strategy involves a combination of acquisitions and organic growth to establish a full-chain layout in the health sector, leveraging its strengths in manufacturing and supply chain management [10][11]. - The company aims to balance capital expansion with stable operations, emphasizing meticulous management and long-term strategies to address short-term challenges [11].