我国尿毒症患者透析治疗率仅24%，远低于日本的97%和美国的50%。医疗资源分布不均、基层服务短缺、公立医院产能饱和等问题，让众多肾病患者面 临困境。北京长生众康医院管理股份有限公司(简称"长生医疗")自2016年成立以来，以"患者第一，让医疗更温暖"为核心，通过"并购+自建"双轮驱动，现 已成长为中国规模最大、世界排名第五的连锁透析医疗集团。 医疗构建起跨区域远程协作网络，让基层患者能够共享全国19个省份的专家资源，并以区域性肾病医院为核心辐射周边独立透析中心，形成分级诊疗生 态，显著缩短患者就医距离。 人才培养是服务质量的核心保障。长生医疗成立"金沙学校"，开展血透企业管理人才专项培训与全院级技能培训，构建多层次人才储备体系。截至目前， 公司已累计服务超23,000名肾病末期透析患者，覆盖19个省份，直接带动5,321名医护人员就业。根据《长生医疗肾友透龄榜(第九版)》统计，体系内透龄 最长的肾友已实现安全透析32年9个月，印证了其服务的专业性与安全性。 作为民营医疗机构的标杆，长生医疗旗下"黑龙江长江肾病医院"牵头成立省级专业委员会，推动行业标准化。公司先后斩获向光奖、ESG先锋60奖等奖 项，践行社会 ...

瑞银发表研报指，泰格医药发业绩预告，预计2025年度营业收入按年增长1%至16%，意味第四季收入 按年增长6.4%至72.9%，中位数升39.6%高过该行及市场预期；归属股东净利润预计为8.3亿至12.3亿 元，按年升105%至204%，则低过该行及市场预期。公司指，2025年新签订单的价格趋于稳定，但仍按 年下滑，对利润率构成压力，公司同时强调临床研发需求正复苏。瑞银关注泰格医药2026年新签订单的 价格复苏讯号，以及管理层对2026年收入及利润的指引，现予目标价57.1港元及"买入"评级。 ...

公告称，报告期内公司归属于上市公司股东的净利润相比上年同期上升105%–204%，主要由于报告期 内公司非经常性损益大幅增加所致。报告期内，归属于上市公司股东的非经常性损益为人民币5亿元至 7.4亿元；上年同期归属于上市公司股东的非经常性损益为约人民币-4.5亿元，非经常性损益增加人民币 9.5亿元至11.9亿元。 经过不懈努力，公司的新签订单数量和金额均较上年同期实现较好增长。2025年，公司净新增订单(新 签订单剔除取消订单后)区间为人民币95亿元至人民币105亿元，2024年同期净新增订单为人民币84.20 亿元。 泰格医药（300347）(03347)盈喜后高开逾5%，截至发稿，涨5.39%，报53.75港元，成交额166.63万港 元。 消息面上，1月29日，泰格医药发布公告，该集团预期2025年实现营业收入66.6亿-76.8亿元，同比增长 1%至16%；归属于上市公司股东的净利润为8.3亿-12.3亿元，同比增长105%至204%；归属于上市公司 股东的扣除非经常性损益后的净利润约3.3亿-4.9亿元，同比下降61%至43%。 ...

经过不懈努力，公司的新签订单数量和金额均较上年同期实现较好增长。2025年，公司净新增订单(新 签订单剔除取消订单后)区间为人民币95亿元至人民币105亿元，2024年同期净新增订单为人民币84.20 亿元。 消息面上，1月29日，泰格医药发布公告，该集团预期2025年实现营业收入66.6亿-76.8亿元，同比增长 1%至16%；归属于上市公司股东的净利润为8.3亿-12.3亿元，同比增长105%至204%；归属于上市公司 股东的扣除非经常性损益后的净利润约3.3亿-4.9亿元，同比下降61%至43%。 公告称，报告期内公司归属于上市公司股东的净利润相比上年同期上升105%–204%，主要由于报告期 内公司非经常性损益大幅增加所致。报告期内，归属于上市公司股东的非经常性损益为人民币5亿元至 7.4亿元；上年同期归属于上市公司股东的非经常性损益为约人民币-4.5亿元，非经常性损益增加人民币 9.5亿元至11.9亿元。 智通财经APP获悉，泰格医药(03347)盈喜后高开逾5%，截至发稿，涨5.39%，报53.75港元，成交额 166.63万港元。 ...

Core Insights - The traditional healthcare system creates a "service gap" after patient discharge, particularly in oncology, where post-operative recovery and long-term support are often neglected [1] - As cancer is redefined as a manageable chronic disease, the industry is questioning whether healthcare services should remain confined within physical hospital walls [1] - Baize Medical (02609.HK) is implementing the H@H (Hospital At Home) model as a key strategy to extend healthcare services from "hospital-centric" to "continuous management" [1] Group 1: H@H Model - H@H is not merely an extension of traditional home care but represents a systematic upgrade in healthcare service models [3] - Unlike conventional home services focused on basic care, H@H enhances the "management, connection, and companionship" aspects of Baize's comprehensive service system [3] - The model shifts the responsibility of healthcare from just the hospitalization period to a more extended and continuous management of patient health [3] Group 2: Technological Infrastructure - The success of "medical at home" relies heavily on systematic, standardized, data-driven, and intelligent infrastructure [5] - Baize Medical's core advantage lies in its AI-ready digital infrastructure, which integrates real-world healthcare service needs [5] - The four-layer technology architecture allows for real-time data standardization and utilization, enabling proactive interventions in patient care [5] Group 3: Industry Shift - The emergence of H@H reflects a shift in the value orientation of oncology services, focusing on long-term quality of life and patient experience rather than just single treatment outcomes [7] - This transition is driven by changes in disease characteristics, demographic shifts, and evolving patient needs [7] - H@H signifies a profound paradigm shift in oncology care, where the boundaries of healthcare are redefined around the patient rather than physical structures [7]

Core Viewpoint - Tongce Medical (600763) has shown a positive performance with a closing price of 47.49 yuan, reflecting a 5.14% increase as of January 29, 2026, with significant trading volume and turnover [1] Financial Performance - For the first three quarters of 2025, Tongce Medical reported a main revenue of 2.29 billion yuan, a year-on-year increase of 2.56% [3] - The net profit attributable to shareholders reached 514 million yuan, up 3.16% year-on-year, while the net profit excluding non-recurring items was 509 million yuan, increasing by 3.09% [3] - In Q3 2025, the company achieved a single-quarter main revenue of 842 million yuan, a 2.34% year-on-year increase, and a net profit of 192 million yuan, up 2.31% [3] - The company's debt ratio stands at 25.1%, with investment income of 41.22 million yuan and financial expenses of 31.93 million yuan, resulting in a gross profit margin of 41.69% [3] Market Activity - On January 29, 2026, the net inflow of main funds was 117 million yuan, accounting for 12.09% of the total turnover, while retail investors experienced a net outflow of approximately 57.90 million yuan [1] - The financing data indicates a financing buy of 67.31 million yuan and a financing repayment of 80.66 million yuan, resulting in a net repayment of 13.34 million yuan [2] - The stock has received ratings from four institutions in the last 90 days, with two buy ratings and two hold ratings, and the average target price set at 51.1 yuan [3]

Core Viewpoint - The article discusses the emerging trend of foreign patients seeking medical treatment in China, highlighting the efficiency, affordability, and quality of healthcare services available, while also addressing concerns about potential impacts on domestic healthcare resources [4][9][30]. Group 1: Trends in Cross-Border Medical Services - Since the end of 2024, there has been a notable increase in foreign patients traveling to China for medical care, with a reported 45.6% growth in foreign patient visits at Zhejiang University School of Medicine's affiliated hospital [8][9]. - Social media discussions around "China health care" have gained traction, showcasing the affordability and efficiency of medical services in China compared to Western countries [6][8]. - The trend is characterized by a mix of "experience-type" patients seeking traditional Chinese medicine and serious medical cases, with the latter increasingly considering China for complex treatments [35][37]. Group 2: Factors Driving Foreign Patients to China - Key factors attracting foreign patients include the efficiency of the healthcare system, lower costs, and advancements in medical technology [22][27]. - In China, the centralized healthcare structure allows for quicker access to services, contrasting with the longer wait times often experienced in Western countries [24][26]. - The expansion of visa-free policies has facilitated easier access for foreign patients, allowing them to seek medical care during their visits [27][28]. Group 3: Impact on Domestic Healthcare Resources - Concerns about foreign patients occupying domestic healthcare resources are nuanced; many hospitals have separate international departments that do not compete directly with local patients [39][41]. - The presence of foreign patients can provide additional revenue for hospitals, enhancing their operational capabilities without detracting from local care [41][42]. - The article emphasizes the importance of managing how foreign patients access the healthcare system to prevent potential resource strain [42]. Group 4: Challenges Faced by Foreign Patients - Foreign patients often encounter language barriers and unfamiliar processes when seeking medical care in China, which can complicate their experience [44][46]. - The differences in medical decision-making and patient-doctor communication styles can lead to misunderstandings regarding treatment options and risks [49][50]. - Despite these challenges, many foreign patients report positive experiences, highlighting the need for improved support systems, such as translation services [47][56].

（来源：湖州日报） 转自：湖州日报 记者 张璐 本报讯 2026年中国呼吸学科发展大会近日举行，会上公布了2025年度PCCM（呼吸与危重症医学）专 病照护能力评审结果，湖州市中心医院呼吸与危重症医学科获评"哮喘专病照护能力"与"慢阻肺病专病 照护能力"2项国家级示范单位，标志着该院在这两大慢性呼吸系统疾病的综合诊疗与管理能力已达到国 家级示范水平。 据了解，国家PCCM规范化建设项目聚焦肺癌、慢阻肺、哮喘、肺炎等11类常见及重大呼吸疾病，致力 于构建标准化、规范化的专病照护体系，全面提升呼吸系统疾病"促、防、诊、控、治、康"全方位服务 水平，是我国呼吸学科高质量发展的重要标志。 近年来，湖州市中心医院呼吸与危重症医学科在哮喘专病建设方面，以专病门诊为依托，推行规范化诊 疗与长期管理，通过强化患者教育、规范肺功能监测、实施个体化治疗，显著提升疾病控制率与患者生 活质量。在慢阻肺病领域，科室构建覆盖早期筛查、规范治疗、急性加重救治、肺康复及长期随访的全 周期照护模式，有效延缓疾病进展，提升患者生命质量。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 业绩预告的具体适用情形：净利润为负值。 ● 业绩预告相关的主要财务数据情况：预计2025年年度实现归属于母公司所有者的净利润为-28,800万元 到-38,000万元，与上年同期（法定披露数据）相比，将出现连续亏损。 ● 本次业绩预告未经审计，仅为初步核算数据，具体准确的财务数据以公司正式披露的经审计后的2025 年年度报告为准，敬请广大投资者注意投资风险。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为-28,800万元到-38,000万 元，与上年同期（法定披露数据）相比，将出现连续亏损。 预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-29,500万元到-38,700万 元。 （三）公司本期业绩预告数据未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）利润总额：-8,542.65万元。归属于 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002173 证券简称：创新医疗 公告编号：2026-005 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 1、本报告期归属于上市公司股东的净利润出现同比上升，主要系：公司增持博灵脑机股权并将该公司 纳入合并报表范围，根据《企业会计准则第33号——合并财务报表》第四十八条的规定，确认了相应的 投资收益；李晔案件再审改判后，建华医院收到了法院返还的被执行款项，并由此确认了营业外收入。 2、本报告期扣除非经常性损益后的净利润出现同比下降，主要系：在医保政策以及医保支付标准持续 调整的行业背景下，康华医院、建华医院对短期盈利预期的不确定性进行了审慎评估，本报告期确认的 递延所得税资产同比减少，导致所得税费用出现同比上升。 四、风险提示 一、预计的本期业绩情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为负值。 单位：万元 二、与会计师事务所沟通情况 公司已就业绩预告有关事项与会计师事务所进行预沟通，公司与会计师事务所在业绩预告方面不存在分 歧。 三、业绩变 ...