希玛医疗(03309)发布公告，于2025年12月29日，该公司斥资58.07万港元回购34万股。 ...

Core Viewpoint - Hong Kong University Shenzhen Hospital has been recognized as a "Demonstration Center for Standardized Diagnosis and Treatment of Systemic Lupus Erythematosus (SLE)" by the National Clinical Medical Research Center for Skin and Immune Diseases, marking a significant advancement in the treatment of autoimmune diseases in the Greater Bay Area [1][2] Group 1 - The hospital is the first in Shenzhen to receive this certification, highlighting its role in standardizing and collaborating on the treatment of autoimmune diseases [1] - The SLE clinic at the hospital has seen an annual patient volume of 4,000 in recent years, demonstrating its capacity and expertise in managing severe lupus cases [1] - The establishment of the national-level demonstration center is viewed as a recognition of the department's past work and a hopeful sign for future development in the field [1] Group 2 - The introduction of the "Hong Kong-Macau Drug and Device Pass" policy has allowed the hospital to successfully import the innovative drug Avelumab for adult patients with moderate to severe active SLE, providing new treatment options [1] - The director of the National Clinical Medical Research Center emphasized that the standardization of SLE treatment is crucial for improving patient survival rates and quality of life, and expressed hope that the hospital will serve as a benchmark for national lupus treatment [2] - The hospital's vice president stated that the unveiling of the center is not only a milestone for the hospital but also a response to national calls for enhancing the standardization of medical resources in the region [2]

Group 1: Market Trends and Dynamics - The year has been marked by high-stakes bets and rapid reversals, with significant volatility across various markets, including record highs in gold prices and fluctuations in mortgage giants [1] - Investors have heavily bet on changing political landscapes, inflated balance sheets, and fragile market narratives, leading to substantial stock market gains and crowded yield trades [1] - The geopolitical shift has significantly benefited European defense stocks, with companies like Rheinmetall AG and Leonardo SpA seeing stock price increases of approximately 150% and over 90% respectively [4][5] Group 2: AI and Technology Investments - Scion Asset Management disclosed protective put options on Nvidia and Palantir, raising concerns about the high valuations and spending plans of major AI players [2][3] - Nvidia's stock price fell significantly after the disclosure, reflecting the market's sensitivity to potential overvaluation in the AI sector [2] Group 3: Defense Sector Changes - The defense sector, previously avoided by asset managers due to ESG concerns, has seen a paradigm shift, with funds now focusing on defense-related investments [5] - A basket of European defense stocks has risen over 70% in 2025, indicating a strong market interest in this sector [5] Group 4: Currency and Alternative Assets - Concerns over heavy debt burdens in major economies have led investors to favor alternative assets like gold and cryptocurrencies, while showing reduced enthusiasm for government bonds and the dollar [6][7] - The narrative of "currency debasement" gained traction, particularly during periods of political instability, leading to record highs in both gold and Bitcoin [6][7] Group 5: South Korean Market Performance - The South Korean stock market has surged over 70% in 2025, driven by political efforts to boost the capital market and the global AI trend [8] - Despite the market's strong performance, local retail investors have been net sellers, indicating a lack of confidence in the domestic market [8] Group 6: Japanese Bond Market - The Japanese bond market has shifted from being a "widowmaker" trade to a favorable environment for short sellers, with benchmark yields rising significantly [10][11] - The 10-year Japanese government bond yield surpassed 2%, marking a significant change in the market dynamics [10] Group 7: Credit Market Developments - The credit market has seen substantial returns from strategic actions taken by funds like Pimco and King Street Capital Management, particularly in distressed situations [12] - A series of smaller but concerning events in the credit market have raised alarms about industry practices and borrower capabilities [17][18] Group 8: Fannie Mae and Freddie Mac - Fannie Mae and Freddie Mac have experienced a significant stock price increase of 367% from January to September 2025, driven by optimism regarding potential privatization [14][15] - The market remains speculative about the timing and feasibility of an IPO for these companies, despite the excitement surrounding their potential release from government control [14][15] Group 9: Turkish Lira and Emerging Markets - The Turkish lira has depreciated approximately 17% in 2025, highlighting the risks associated with high-yield investments in emerging markets amid political turmoil [16]

据悉，平安好医生推出的商保直赔服务，构建了一套全新"医疗+保险+健康管理"服务生态体系。 该体系以国家医保局医保商保数据共享政策为指导，依托平安集团领先的金融科技能力与成熟的风险管 理体系，与各地优质医疗机构实现深度协作。商保直赔服务打通了医疗支付与商保理赔的数据断点，可 切实解决就医理赔难的问题。未来，该服务有望很快在武汉地区全面落地。 "就医垫付、理赔繁琐"是既往保险客户的核心痛点之一，为啃下商保直赔这块硬骨头，平安好医生 和武汉市第三医院在实现系统直连对接，打通数据断点期间，做出了不懈努力和倾情付出。武汉市第三 医院党委书记黄晓东表示，商保直赔服务上线是医院服务升级的"里程碑"，更是实现群众"数据多跑 路，群众少跑腿"思想的重要举措。将从根本上解决患者"理赔难、周期长"的痛点，促进医院、保险机 构、医健服务平台与患者的多方共赢。 客户张先生（化名）家人因烧伤入住武汉市第三医院，入院时在平安APP报案并申请直赔服务，在 出院当天到结算窗口办理结算，财务工作人员作医保结算后，接着商保核算，到患者商保直赔结果确 认，打印出院收据，不到10分钟就完成了保险理赔。"操作简单，几分钟就搞定，不用在医院和保险公 司跑 ...

转自：草原云 为群众提供用药指导服务。 为群众提供义诊服务。 连日来，包头市九原区区域医疗次中心6家基层医疗机构组成医疗服务队，在阿嘎如泰苏木卫生院开 展"健康守护行动"大型义诊系列活动，为群众提供免费健康咨询、疾病筛查及健康宣教服务。 义诊服务受到群众欢迎。 活动现场，来自内科、妇科、蒙医科、医技科等10余名医护人员组成义诊团队，围绕多发病防治、慢性 病管理等内容，为群众提供健康咨询、血压血糖检测、诊断病情等服务，并组织群众参与健康讲座，活 动共惠及群众100余人次。 "这几天降温，医院组织的义诊活动特别贴心，让我们这些老年人在家门口就能就医，还学到了不少保 健知识，心里特别暖和。"12月28日，家住包头市九原区的王云老人高兴地说。 此次义诊是医疗服务队"送医下乡"实践活动之一。 自2024年包头市九原区区域医疗次中心成立以来，秉持"不仅送下去，更要留下来"的服务宗旨，整合6 家基层医疗机构力量，组建起一支囊括10多个学科及公卫人员的"流动医疗服务队"，深入农牧区、嘎查 村及工业园区，累计开展大型义诊活动10余场。 该中心还针对辖区不同群体的健康需求进一步细化服务:面向居住分散、交通不便的牧区群众，推出"流 ...

转自：草原云 曾经，内蒙古群众一遇到大病、难病，第一反应就是去北京。挂号难、排号久，患者和家属奔波劳累， 经济负担也重。如何让群众在"家门口"看得上病、看得好病一直以来都是内蒙古关心的民生大事。 今年，内蒙古开展区域合作深化行动，在医疗卫生方面，引进更多、更优质的区外医疗资源，4个国家 区域医疗中心对老百姓的健康服务半径不断扩展。此外，以引进资源覆盖更多盟市、涵盖更多学科为着 11月21日，内蒙古自治区妇幼保健院（内蒙古儿童医院）手术室灯火通明。无影灯下，是两个生命岌岌 可危的患儿。 一名患儿腹腔里长着16×10cm的肾母细胞瘤，肿瘤已侵蚀肾脏并转移淋巴结，发现不足一周便危及生 命；另一名患儿的腹盆腔肿瘤竟如成人头颅般大小，死死压迫着重要脏器，每一秒都可能出现意外。 病情紧急，内蒙古自治区妇幼保健院小儿肿瘤外科团队深知，这两台高难度手术需要顶尖力量加持。依 托京蒙医疗协作机制，科室迅速向北京儿童医院小儿肿瘤外科顶尖专家秦红发出紧急手术邀请。得知孩 子的危重情况，秦红星夜赶赴内蒙古。 手术室里，气氛凝重有序：秦红凭借精湛技艺和丰富经验，带领内蒙古自治区妇幼保健院小儿肿瘤外科 团队与病魔展开较量。面对粘连紧密的肾 ...

Core Insights - JD Health and Nanchang University First Affiliated Hospital have signed a strategic cooperation framework agreement to leverage opportunities in "Artificial Intelligence + Healthcare" [1][3] - The collaboration aims to enhance patient service experience and hospital operational capabilities through the integration of JD Health's "JD Zhuoyi" large model product [1][3] Group 1: Strategic Collaboration - The partnership will create an integrated patient service entry point covering pre-diagnosis, diagnosis, and post-diagnosis processes, improving patient experience [3] - A comprehensive nutrition management system will be established, forming a closed-loop management system from risk screening to clinical intervention and consumer conversion [3] Group 2: Technological Integration - JD Health will utilize its e-commerce platform, pharmaceutical supply chain, logistics, and digital marketing capabilities to support the hospital's internal products and services [4] - The collaboration will also establish a convenient health service platform that includes online health services and offline self-service vending machines to meet patient needs throughout their healthcare journey [4] Group 3: Industry Impact - The strategic cooperation is seen as a significant step in applying "Artificial Intelligence + Healthcare" in practice, setting a benchmark for the industry [4] - JD Health aims to continuously enhance patient medical experience and contribute to the high-quality development of the healthcare industry through innovative products and services [4]

2025年12月25日，平安健康互联网股份有限公司（以下简称：平安好医生）联合武汉市第三医院举办"商保直赔"服务上线启动仪式，宣布患者在该医院就 医，可享受"出院即赔付、零垫付"的便捷体验。具体来看，平安保险客户在出院结算时，只需花费不到十分钟即可完成商保理赔，不再事后填报资料，更 无需二次往返医院与保险公司。据了解，该创新服务举措是响应国家医保局医保商保数据共享政策、推动"健康中国"战略落地的积极实践，也是平安集 团"综合金融+医疗养老"双轮驱动战略推进的重要落子。未来，该服务将有望很快在武汉地区全面落地。 客户张先生（化名）家人因烧伤入住武汉市第三医院，入院时在平安APP报案并申请直赔服务，在出院当天到结算窗口办理结算，财务工作人员作医保结 算后，接着商保核算，到患者商保直赔结果确认，打印出院收据，不到10分钟就完成了保险理赔。"操作简单，几分钟就搞定，不用在医院和保险公司跑 来跑去交病历材料，体验非常好！"张先生对如此便捷的理赔操作赞不绝口。 平安好医生相关负责人指出，多年来公司始终致力于"以用户为中心"，向广大客户、患者提供省心、省时又省钱的优质医养服务体验。而拥有150年历史 的武汉市第三医院所具备 ...

Core Viewpoint - Ping An Good Doctor has launched a "commercial insurance direct compensation" service in collaboration with Wuhan Third Hospital, allowing patients to enjoy a seamless experience of "immediate compensation upon discharge, zero upfront payment" [1][5]. Group 1: Service Overview - The new service enables Ping An insurance customers to complete insurance claims in under ten minutes at the hospital discharge settlement, eliminating the need for post-visit paperwork and multiple trips between the hospital and the insurance company [1][3]. - This initiative aligns with the national medical insurance bureau's data-sharing policy and supports the "Healthy China" strategy, marking a significant step in Ping An Group's dual-driven strategy of "comprehensive finance + medical care and elderly care" [1][5]. Group 2: Customer Experience - A customer, Mr. Zhang, reported a highly positive experience with the direct compensation service, highlighting its simplicity and efficiency, which significantly reduced the hassle of traditional claims processes [3]. - The service aims to address the common pain points of insurance customers, such as complicated claims and long processing times, thereby enhancing the overall patient experience [6]. Group 3: Ecosystem and Collaboration - The direct compensation service is part of a new "medical + insurance + health management" ecosystem, leveraging Ping An's advanced financial technology and risk management capabilities in collaboration with quality medical institutions [5][6]. - The service is expected to expand rapidly in Wuhan, with plans to roll out in multiple large hospitals over the next two months, indicating a shift from isolated implementations to regional scale coverage [6].

场的良性互动机制。 盈康生命此次获奖，是对其IR团队专业能力与系统化投资者关系管理体系的权威肯定。作为聚焦医疗健康领域的上市企业，盈康生命始终将投资者关系管理 视为连接企业与资本市场的重要桥梁，依托专业IR团队构建了全方位、多层次的投资者沟通体系。在信息披露方面，公司严格遵循监管要求，确保信息披露 的真实、准确、完整、及时与公平，为投资者全面了解公司经营状况与发展战略提供清晰指引，有效稳定了市场预期。 12月26日，以"新开局、新动能、新征程"为主题的"启航·2025金融峰会"在北京圆满举办，大会由金融界主办，汇聚监管部门、行业协会、金融机构、上市 公司、媒体等数百位相关领导和重磅嘉宾。会上，第十四届金融界"金智奖"年度评选结果重磅揭晓，盈康生命荣获"杰出投资者关系（IR）团队奖"。 "金智奖"旨在树立高质量发展标杆，引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优质企业集聚。本届评选中，金融界上市公司研究院紧 密契合"十五五"规划建议中"提升上市公司质量"的要求，将高质量发展内核分解为社会责任、实业贡献、投资回报、成长前景、创新效率、杰出品牌六大维 度，以企业财务数据和公开信息为基础建立量化分析模 ...