12月5日，曾被誉为"移动医疗先锋"的春雨医生以2.69亿元的价格将78.3%的股权出售给港股物业公司国锐生活。这一价格，仅为其2016年Pre-IPO轮融资估值 的四分之一。 创始人张锐离世后，春雨医生经历战略摇摆、管理层更迭、收入腰斩，最终以"低价抛售"收场。它的命运仿佛一面镜子，照出了移动医疗行业从"颠覆医 疗"的宏愿到"拥抱现实"的集体困境。 然而，命运的转折突如其来。2016年10月，张锐因心梗离世，年仅44岁。这位曾公开表示"每天担心资金链断裂"的创始人，其离世不仅让公司失去核心领 袖，更让春雨医生的战略方向陷入混乱。 张锐去世后，春雨医生经历了三轮CEO更迭：2017年，华润系背景的张琨空降，提出从"颠覆医疗"转向"拥抱医疗"的3EP战略，试图通过赋能医院、布局线 下诊所突破盈利瓶颈；但20个月后，张琨离职，业务转型未达预期。2019年，张锐遗孀王羽潇接任CEO，虽稳定了团队，却未能扭转收入连年下滑的颓势。 财务数据揭示了残酷的现实：2023年至2025年10月，春雨医生收入从1.01亿元腰斩至5104.8万元，累计亏损超3500万元。与此同时，其用户增长陷入停滞： 截至2025年6月，注册用户 ...

12月8日，春雨医生前CEO张琨发文复盘任职期间的管理经历，分享了自己带领企业"绝处逢生" 的工作 方法。 张琨指出，作为移动医疗"轻问诊"模式的开创者，春雨医生曾是行业图腾。而张琨接手时，公司已濒临 绝境，张琨面对的是一幅残酷景象。 资金链高度紧张，为了维持庞大的估值和市场声量，团队在过去进行了大量的"创新实验"。 每个月账上资金在以大几百万速度流失，必须快速完成融资，并且把核心业务的现金流做起 来。 业务布局分散，从智能硬件、线下诊所到医疗旅游多点开花，却均处于"失血"状态，团队精 力被过度分散。 张琨表示，"这与我对互联网医疗的理解不同。做医疗服务是要真正解决问题的，绝不能仅仅依靠纯线 上的业务。" 面对危机，张琨推出 "战略梳理、业务聚焦、成本控制、创新孵化" 解法。 战略上，从"流量思维"转向"医疗思维"，明确团队定位，先锋团队低成本拓展流量，核心团队深耕问诊 服务质量并推动变现，精锐团队聚焦高毛利医药数字营销业务。 业务上，推行收费改革，将核心的 2C 问诊业务打造成盈利板块，同时砍掉冗余边缘业务，集中资源于 问诊、医药营销和互联网医院三大方向，与阿斯利康、雅培等外资药企合作，建立高标准合规质控体 ...

Core Viewpoint - The company is focusing on developing three main product lines in the smart transportation sector and enhancing its capabilities in mobile healthcare services while planning to increase R&D investment for sustainable growth [1] Group 1: Smart Transportation - The company has established three main product lines in the smart transportation sector: intelligent connected systems, electric vehicle motors and thermal management systems, and vehicle-mounted components [1] - The company also offers specialized vehicle modification design and production services [1] Group 2: Mobile Healthcare - In the mobile healthcare sector, the company provides health screening and wellness services through mobile medical vehicles, integrated with a cloud-based platform for remote diagnosis [1] Group 3: Future Plans - By 2025, the company aims to continue focusing on its core business, increasing R&D investment, enhancing product intelligence, and driving technological innovation [1] - The company plans to continuously improve its industrial chain layout in mobile healthcare, passenger vehicles, and specialized vehicles to promote sustainable development of its main business [1]

Core Viewpoint - The reform and innovation in the mobile healthcare sector are crucial for promoting the "Healthy China" initiative, with Guangzhou Tongda Automotive Electric Co., Ltd. actively expanding its mobile healthcare business through advanced technologies like 5G and artificial intelligence [1][7]. Group 1: Company Developments - Since entering the mobile healthcare field in 2020, the company achieved significant breakthroughs in 2022 by passing specialized vehicle access reviews [1]. - The company has collaborated with renowned institutions such as Zhongshan Ophthalmic Center and Guangzhou Medical University to develop various mobile healthcare products, including mobile CT examination vehicles and 5G remote DR health check vehicles [1][3]. - The company showcased its latest mobile healthcare innovations, including the 5G intelligent ophthalmic consultation vehicle and 5G brain-heart vehicle, at a recent policy seminar, receiving widespread recognition [1][3]. Group 2: Product Features and Impact - The showcased 5G brain-heart vehicle is equipped with advanced devices for cognitive function assessment and EEG monitoring, targeting service in elder care facilities and enhancing accessibility to health services [3]. - The company has helped over 100,000 individuals achieve early disease intervention and health management through its mobile healthcare products, addressing the imbalance of medical resources between urban and rural areas [7].

Core Insights - The second-generation "Smart Eye Mobile Hospital" developed by Zhongshan University and Tongda Electric is set to be launched in mid-2025, enhancing access to high-quality eye care services across China [1][3] - Tongda Electric has transitioned from traditional vehicle electrification to mobile healthcare solutions, integrating advanced medical equipment with intelligent services to address uneven distribution of healthcare resources [3][4] Company Developments - Tongda Electric has introduced various mobile medical products, including 5G mobile CT and ophthalmology vehicles, which have already provided early intervention for nearly 100,000 residents [4][6] - The company's mobile healthcare business has shown significant growth, with revenue reaching 18.86 million yuan in 2024, a year-on-year increase of 34.16% [7] Technological Innovations - The integration of automotive technology, such as shock absorption and electromagnetic interference solutions, allows for stable operation of medical devices in mobile settings [4][6] - The company plans to enhance its mobile healthcare offerings by developing specialized vehicles for public health, chronic disease management, and rehabilitation services [9][11] Strategic Goals - Tongda Electric aims to establish five mobile medical service centers in Guangdong by 2025, expanding its reach to cover 300 districts and counties [11] - The company is committed to supporting the "Healthy China" initiative through innovative solutions that bridge gaps in grassroots healthcare [11]

Core Viewpoint - The launch of the "5G Brain-Heart Mobile" represents a significant advancement in mobile mental health services, integrating innovative technologies for early screening and intervention in Alzheimer's disease and other mental health conditions [1][2]. Group 1: Product Development - The "5G Brain-Heart Mobile" was developed through collaboration among Guangzhou Medical University, South China University of Technology, and Tongda Electric, showcasing a multi-disciplinary approach in healthcare innovation [1]. - The mobile unit incorporates flexible wearable brain-machine interfaces, a 5G intelligent AI system, and various specialized medical devices, achieving a "mobile diagnosis" capability [2]. Group 2: Application and Impact - The mobile unit is designed for diverse applications, including early screening for Alzheimer's in communities and nursing homes, rapid psychological assistance during emergencies, and mental health services in schools and workplaces [2]. - Experts believe that the "5G Brain-Heart Mobile" could enhance early diagnosis rates for mental health disorders and improve public psychological crisis intervention capabilities [2]. Group 3: Future Prospects - The company aims to leverage its expertise in vehicle electrical systems and intelligent systems to enhance the research and production capabilities of mobile medical units, while continuing to collaborate with professional medical teams [2].

Core Viewpoint - Tongda Electric (603390.SH) reported significant growth in its 2025 semi-annual report, with a revenue of 421 million yuan, a year-on-year increase of 68.73%, and a net profit of 31.73 million yuan, up 122.80% [1][2] Group 1: Financial Performance - The company achieved a revenue of 421 million yuan in the first half of the year, reflecting a 68.73% year-on-year growth [1] - The net profit attributable to shareholders reached 31.73 million yuan, marking a 122.80% increase compared to the previous year [1] Group 2: Market and Product Development - The export business in the downstream market has shown continuous improvement, with increased orders from commercial vehicle manufacturers such as truck and bus companies, contributing to revenue growth [1] - The company is enhancing its product technology and optimizing its product structure, leading to a higher proportion of high-value-added products, which significantly boosts net profit [1] Group 3: Strategic Focus Areas - Tongda Electric is focusing on two major sectors: smart transportation and mobile healthcare, particularly in the areas of medium and large buses and urban public transport [1] - The company has developed a comprehensive technology matrix integrating "vehicle-road-field-cloud" to meet the demand for intelligent, green, and integrated urban public transport [2] Group 4: Innovations in Mobile Healthcare - In the mobile healthcare sector, the company has created various 5G-enabled medical vehicles, including comprehensive examination vehicles and mobile PCR laboratories, addressing the uneven distribution of medical resources [2] - Collaborations with top-tier hospitals, such as Sun Yat-sen University Eye Center and Southern Medical University, have been established to develop mobile examination and rehabilitation vehicles [2] - The "Smart Eye Mobile Hospital," co-developed with Sun Yat-sen University Eye Center, was launched in June, aimed at delivering quality eye care resources to grassroots levels [2] Group 5: Future Plans - The company plans to optimize its industrial layout based on existing business and promote continuous upgrades of core products while actively expanding its commercial vehicle, engineering machinery, and mobile healthcare businesses [2]