智通财经APP获悉，据港交所9月30日披露，北京同仁堂医养投资股份有限公司(简称：同仁堂医养)通过港交所主板 上市聆讯，中金公司为其独家保荐人。 于往绩记录期间，公司的收入主要来自中医医疗服务；管理服务；销售健康产品及其他产品。 从收入贡献上来看，中医医疗服务产生的收入由截至2022年12月31日止年度的人民币8.15亿元增加22.1%至截至 2023年12月31日止年度的人民币9.95亿元；管理服务的收入由截至2022年12月31日止年度的人民币190万元大幅增 加至截至2023年12月31日止年度的人民币960万元；销售健康产品及其他产品的收入由截至2022年12月31日止年度 的人民币8770万元增加57.0%至截至2023年12月31日止年度的人民币1.38亿元。 同仁堂医养指，同仁堂集团的其他上市成员公司亦提供有限的中医医疗服务，但本集团集中于提供中医医疗服务的 主要业务活动不同，公司同系附属公司通过坐堂中医医师提供的中医医疗服务主要作为其药物零售业务的补充，在 经营规模、业务定位、服务范围或目标客户群等方面与公司的中医医疗服务存在差异。 控股股东上，公司的最终控股股东同仁堂有权直接及间接通过同仁堂 ...

据港交所9月30日披露，北京同仁堂（600085）医养投资股份有限公司(简称：同仁堂医养)通过港交所主板上市聆 讯，中金公司（601995）为其独家保荐人。 截至2025年9月23日，公司已建立分级中医医疗服务网络，包括12家自有线下医疗机构及一家互联网医院，以及10 家线下管理医疗机构。依托知名品牌"同仁堂"及优质的药品，公司已积累及整合大量线上线下（300959）医疗资 源。 据招股书，同仁堂医养是同仁堂旗下一家战略性聚焦于中国中医医疗服务的附属公司，专注于为个人客户提供全面 中医医疗服务，为机构客户提供标准化管理服务，并提供各种医药产品及其他产品。公司将"医"与"养"相结合，提 供现代化、定制化的中医医疗服务。 按2024年总门诊人次及住院人次计，公司是中国非公立中医院医疗服务行业中最大的中医院集团，市场份额为 1.7%。按2024年医疗服务总收入计，公司以0.2%的市场份额在非公立中医院医疗服务行业中排名第二，其市场规 模占同年中国中医医疗服务行业市场总规模的46.5%。 于往绩记录期间，公司的收入主要来自中医医疗服务；管理服务；销售健康产品及其他产品。 从收入贡献上来看，中医医疗服务产生的收入由截至 ...

Core Viewpoint - Weike Technology's stock experienced a decline of 2.53% on September 25, with a trading volume of 401 million yuan, indicating a potential market reaction to recent financial performance and shareholder dynamics [1] Financing Summary - On September 25, Weike Technology had a financing buy-in amount of 52.60 million yuan and a financing repayment of 51.03 million yuan, resulting in a net financing buy of 1.57 million yuan [1] - The total financing and securities balance for Weike Technology reached 246 million yuan, accounting for 1.91% of its market capitalization, which is above the 80th percentile of the past year, indicating a high level of financing activity [1] - There were no shares sold or repaid in the securities lending market on the same day, with a total securities lending balance of 0, also reflecting a high percentile position over the past year [1] Company Performance - As of September 19, Weike Technology had 14,700 shareholders, an increase of 2.20% from the previous period, while the average number of circulating shares per shareholder decreased by 2.15% to 8,470 shares [2] - For the first half of 2025, Weike Technology reported a revenue of 1.087 billion yuan, representing a year-on-year growth of 33.51%, and a net profit attributable to shareholders of 149 million yuan, up 30.71% year-on-year [2] Dividend Information - Since its A-share listing, Weike Technology has distributed a total of 412 million yuan in dividends, with 337 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Qianhai Kaiyuan Jiaxin Mixed Fund held 946,800 shares, a decrease of 507,600 shares from the previous period [3] - New institutional shareholders include Dongfang Alpha Preferred Mixed Fund and Everbright Baodexin Intelligent Automotive Theme Fund, holding 780,700 shares and 633,200 shares respectively [3] - Several funds, including Huaxia Industry Prosperity Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, have exited the top ten circulating shareholders list [3]

9月22日，唯科科技涨5.49%，截至发稿，报111.90元/股，成交2.61亿元，换手率1.93%，总市值140.16 亿元。 资料显示，厦门唯科模塑科技股份有限公司位于福建省厦门火炬高新区(翔安)产业区春光路1152号-1156 号(双号)，成立日期2005年4月4日，上市日期2022年1月11日，公司主营业务涉及从事精密注塑模具、 注塑件以及健康产品的研发、设计、制造和销售业务。主营业务收入构成为：注塑产品47.25%，健康 产品31.33%，精密模具18.24%，其他3.19%。 从唯科科技十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 截至发稿，沈成累计任职时间3年269天，现任基金资产总规模16.61亿元，任职期间最佳基金回报 65.97%， 任职期间最差基金回报8.48%。 从基金十大重仓股角度 数据显示，华富基金旗下1只基金重仓唯科科技。华富科技动能混合A（007713）二季度持有股数63.11 万股，占基金净值比例为 ...

资料显示，厦门唯科模塑科技股份有限公司位于福建省厦门火炬高新区(翔安)产业区春光路1152号-1156 号(双号)，成立日期2005年4月4日，上市日期2022年1月11日，公司主营业务涉及从事精密注塑模具、 注塑件以及健康产品的研发、设计、制造和销售业务。主营业务收入构成为：注塑产品47.25%，健康 产品31.33%，精密模具18.24%，其他3.19%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓唯科科技。国泰金马稳健回报混合A（020005）二季度减持6800 股，持有股数42.11万股，占基金净值比例为3.66%，位居第五大重仓股。根据测算，今日浮盈赚取约 245.08万元。 9月22日，唯科科技涨5.49%，截至发稿，报111.90元/股，成交2.61亿元，换手率1.93%，总市值140.16 亿元。 国泰金马稳健回报混合A（020005）成立日期2004年6月18日，最新规模7.76亿。今年以来收益 40.24%，同类排名1638/8244；近一年收益55.06%，同类排名2633/8066；成立以来收益778.01%。 国泰金马稳健回报混合A（020005）基金经理为谢泓材。 截 ...

9月15日，唯科科技跌1.51%，成交额4.09亿元。两融数据显示，当日唯科科技获融资买入额4378.33万 元，融资偿还7514.95万元，融资净买入-3136.62万元。截至9月15日，唯科科技融资融券余额合计2.94 亿元。 融资方面，唯科科技当日融资买入4378.33万元。当前融资余额2.94亿元，占流通市值的2.38%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，唯科科技9月15日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，唯科科技十大流通股东中，前海开源嘉鑫混合A（001765）位居 第五大流通股东，持股94.68万股，相比上期减少50.76万股。东方阿尔法优选混合A（007518）位居第 七大流通股东，持股78.07万股，为新进股东。光大保德信智能汽车主题股票A（011104）位居第八大流 通股东，持股63.32万股，为新进股东。华富科技动能混合A（007713）位居第九大流通股东，持股 63.11万股，为新进股东。香港中央结算有 ...

Core Viewpoint - Minsheng Health has reached a strategic cooperation intention with COSMAX to explore the future boundaries of health technology, aligning with the company's "Four New Strategies" for product innovation and global supply chain layout [1][2] Group 1: Strategic Cooperation - The cooperation with COSMAX, a top five global ODM enterprise in cosmetics and health foods, aims to enhance product quality and innovation efficiency [1][2] - COSMAX has over 15 years of export and overseas business experience, with factories in the US and Australia, and meets 239 quality inspection project standards [1] Group 2: Global Supply Chain Layout - Minsheng Health is initiating a global supply chain layout to integrate high-quality overseas factory resources, focusing on product innovation and industry layout [1] - The collaboration is expected to break product category boundaries and rapidly develop a diversified health product ecosystem [2] Group 3: Future Development - The partnership marks a new starting point for Minsheng Health, showcasing its commitment to integrating into the global industrial chain and leading industry innovation [2] - The company plans to continue building its global supply chain system and deepen strategic cooperation with leading overseas enterprises to enhance market responsiveness and collaborative capabilities [2]

Summary of Ulta Beauty FY Conference Call - September 10, 2025 Company Overview - **Company**: Ulta Beauty (NasdaqGS:ULTA) - **Industry**: Beauty Retail - **Key Speaker**: Amiee Bayer-Thomas, Chief Retail Officer Core Points and Arguments 1. **Leadership and Experience**: Amiee Bayer-Thomas has over 30 years of retail experience, with nearly 10 years at Ulta Beauty, where she has held various leadership roles, including Chief Supply Chain Officer and Chief Store Operations Officer [2][3][4] 2. **Ulta Unleashed Strategy**: The strategy focuses on three pillars: driving core business growth, building new creative businesses, and realigning the organization for future growth through cost optimization and cultural improvements [6][7] 3. **Performance Metrics**: The company reported its best comparable sales growth in two years, with significant improvements in in-stock levels and customer satisfaction, as indicated by growing Net Promoter Scores (NPS) [5][8][9] 4. **New Brand Launches**: Ulta Beauty launched 43 new brands this year, many of which are exclusive, and executed 30,000 in-store events, aiming for over 70,000 events this year, a 40% increase from the previous year [8][9][10] 5. **International Expansion**: The company soft opened its first store in Mexico and plans to open 10 locations in Mexico and 1-2 in the Middle East by year-end [9][10] 6. **Marketplace Launch**: A marketplace is set to launch this quarter, which is expected to enhance the company's growth trajectory [9][10] 7. **Consumer Behavior**: Despite economic pressures, beauty enthusiasts continue to spend on beauty products, indicating resilience in the beauty category [27][29] 8. **Eventing Strategy**: The company is focusing on "eventizing" its marketing efforts, enhancing customer engagement through events like the "21 Days of Beauty" [15][18][20] 9. **Store Expansion Strategy**: Ulta Beauty plans to open 50-60 new stores, down from the previously projected 60-70, due to rising construction costs and a focus on prime real estate locations [37][38][39] Additional Important Insights 1. **Competitive Landscape**: The beauty retail sector is highly competitive, but Ulta Beauty differentiates itself through its unique in-store experience and omnichannel approach [12][13] 2. **Employee Engagement**: The company reported record-high participation in its culture survey, indicating strong employee engagement, with 60,000 associates across stores [9][10] 3. **Brand Partnerships**: Ulta Beauty maintains strong relationships with brands, which are excited about the company's new initiatives and collaborative approach [32][33] 4. **Exclusive Brand Penetration**: Exclusive brands currently account for about 8% of the business, with ongoing efforts to increase this figure through partnerships with both iconic and emerging brands [34][36] This summary encapsulates the key points discussed during the Ulta Beauty FY Conference Call, highlighting the company's strategic initiatives, performance metrics, and future growth opportunities.

港股迎来"互联网医疗企业上市潮"。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 数字医疗健康科技企业 「丁香园」正筹备赴港上市，最快今年正式向港交所递 交招股说明书。 这意味着，这家成立已 25年之久的企业终于有望迎来"IPO里程碑"。 成立至今， 丁香园 已获得 DCM 、顺为资本、腾讯、挚信资本 、高瓴等 知名机构的投资。 值得注意的是，过去一段时间，包括微医、微脉、镁信、轻松健康、健康 160等一众国内头部互联 网医疗企业已纷纷启动港股IPO流程。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 最早可追溯至 2000年的 丁香园 从 BBS 论坛起步，彼时的定位是 一个为医生提供学术交流的平台 ； 2007年前后，丁香园开始商业化运营，曾陆续尝试过招聘、 To B 电商、营销解决方案等业务模 式。 截至目前， 丁香园 已服务 上亿大众用户，并拥有 超 900万专业用户，占全国卫生技术人员的80% ， 其中包含 超 405万医生用户，覆盖全国超过90%的医生。 当然，除了 为医生提供学术交 ...

Core Viewpoint - The signing of a memorandum of cooperation between Yunnan's business representative office in Thailand and Thai Dis Co., Ltd. opens avenues for trade, investment, logistics, and services between China and Thailand, emphasizing Yunnan's role as a gateway to Southeast Asia [1][2] Group 1: Trade and Investment Opportunities - The cooperation aims to establish a long-term business network, providing Thai entrepreneurs with systematic access to the southwestern Chinese market [1] - Yunnan's geographical position as a strategic hub connecting China with ASEAN countries enhances its importance in trade and logistics [1] - The collaboration is expected to create mutual development opportunities for businesses in both regions [1] Group 2: Strategic Significance - The partnership is strategically significant as it allows Thai companies to access the western Chinese market while enabling Yunnan to connect with ASEAN through Thailand [2] - The initiative includes the establishment of a "Yunnan-Thailand Bidirectional Selection Center" in Bangkok in October, aimed at deepening friendly relations and promoting bilateral trade [2] - The event showcased Yunnan products, including snacks and alcoholic beverages, highlighting the potential for cross-border trade and investment opportunities [2]