董事会认为，战略合作将助力集团提升区域医疗资源整合与治理能力，进一步拓展西北地区市场，扩大 医学影像共享中心版图，符合公司及其股东的整体利益。 战略合作将通过建设区域共享型影像诊断中心与数字化平台，有效整合医疗资源，为当地医疗机构提供 标准化、高质量的医学影像服务。战略合作还将推进医疗信息化平台建设，构建互联互通互认体系与健 康可信数据空间，助力落实分级诊疗、加强各级医疗机构协同、解决数据孤岛与重复检查等问题，提升 资源利用效率，并推动医疗数据资产化进程。 格隆汇11月24日丨一脉阳光(02522.HK)宣布，公司近日与甘肃省庆阳市人民政府(「庆阳市政府」)以及 公司孵化的医学影像人工智能公司上海影禾医脉智能科技有限公司(「影禾医脉」)订立战略框架合作协 议。根据该战略框架合作协议，三方拟就建设共享医学影像中心、影响云索引互联互通互认平台和医疗 健康可信数据空间开展战略合作。 ...

智通财经APP讯，一脉阳光(02522)发布公告，公司近日与甘肃省庆阳市人民政府以及公司孵化的医学影 像人工智能公司上海影禾医脉智能科技有限公司(影禾医脉)订立战略框架合作协议。根据该战略框架合 作协议，三方拟就建设共享医学影像中心、影响云索引互联互通互认平台和医疗健康可信数据空间开展 战略合作。战略合作将通过建设区域共享型影像诊断中心与数字化平台，有效整合医疗资源，为当地医 疗机构提供标准化、高质量的医学影像服务。战略合作还将推进医疗信息化平台建设，构建互联互通互 认体系与健康可信数据空间，助力落实分级诊疗、加强各级医疗机构协同、解决数据孤岛与重复检查等 问题，提升资源利用效率，并推动医疗数据资产化进程。 董事会认为，战略合作将助力集团提升区域医疗资源整合与治理能力，进一步拓展西北地区市场，扩大 医学影像共享中心版图，符合公司及其股东的整体利益。 ...

Core Viewpoint - The company has repurchased a total of 1.775 million H shares at a cost of approximately HKD 29.176 million, aiming to enhance shareholder value and support its strategic goals in the medical imaging industry [1] Summary by Relevant Sections - **Share Buyback Details** - The company repurchased 1.775 million H shares over the past six months [1] - The total purchase price, excluding commissions and other expenses, was about HKD 29.176 million [1] - **Purpose of Share Buyback** - The repurchased shares will be held as treasury shares for employee incentives, sale, or transfer [1] - The board believes that the buyback will enhance share value, benefiting shareholders [1] - **Company's Strategic Outlook** - The company is committed to providing diversified imaging services and value across the entire medical imaging industry chain [1] - The board maintains a positive outlook on the company's future development prospects [1]

Core Viewpoint - The company has repurchased a total of 1.775 million H shares in the past six months, with a total expenditure of approximately HKD 29.176 million, excluding commissions and other expenses, to enhance shareholder value and support its strategic goals in the medical imaging industry [1] Summary by Relevant Sections - **Share Buyback Details** - The company repurchased 1.775 million H shares from the market [1] - The total cost of the buyback was approximately HKD 29.176 million [1] - **Purpose of Share Buyback** - The repurchased shares will be held as treasury shares for employee incentives, sale, or transfer [1] - The board believes that the buyback will enhance share value and benefit shareholders [1] - **Company's Strategic Outlook** - The company is committed to providing diversified imaging services and value across the entire medical imaging industry chain [1] - The board maintains a positive outlook on the company's future development prospects [1]

Group 1 - The Hong Kong stock market has attracted significant attention from global investors, with net inflows from mainland investors reaching a record high of 10057.3 billion HKD as of September 3, 2023, marking 27 consecutive months of net inflows [1] - The Hang Seng Index and the Hang Seng Tech Index have both seen year-to-date increases of over 25%, ranking among the top global indices [1] - The influx of southbound funds is driven by a global capital "rebalancing" logic, with new consumer stocks in beauty, leisure, and technology sectors appealing to mainland investors [1] Group 2 - Individual investors are the primary contributors to southbound fund inflows, with institutional investors also showing interest in scarce Hong Kong assets [2] - In the current environment of declining interest rates in mainland China, growth-oriented tech stocks and dividend-paying stocks are recommended for long-term investment [2] Group 3 - Financial and technology sectors are the main focus for southbound fund allocations, with bank sector holdings increasing by nearly 3000 billion HKD since the end of last year [3] - The media industry has seen an increase of nearly 2800 billion HKD in holdings, while the pharmaceutical sector has gained over 4000 billion HKD, benefiting from breakthroughs in innovative drug development [3] Group 4 - Four industries have experienced net inflows exceeding 1000 billion HKD this year, with the banking sector leading at over 2100 billion HKD, followed by retail at over 1800 billion HKD [4] - The pharmaceutical and non-bank financial sectors also saw net inflows exceeding 1000 billion HKD, while traditional industries like steel and agriculture faced net outflows [4] Group 5 - Nearly 60% of Hong Kong Stock Connect stocks have seen an increase in holdings this year, with significant increases in bank stocks [5] - A total of 61 stocks have been continuously accumulated by southbound funds for five months, primarily in social services, pharmaceuticals, food and beverage, and non-bank financial sectors [5] Group 6 - Notable companies such as Yiyang Medical and Delin Holdings have seen substantial increases in holdings, with Yiyang Medical's holding ratio approaching 40% and Delin Holdings increasing by over 20 percentage points [6] - Yiyang Medical reported a revenue growth of 12.9% year-on-year, while Delin Holdings announced a significant investment in digital asset ecosystems [6]

Group 1 - The Hong Kong stock market has attracted significant attention from global investors, with net inflows from mainland China reaching a record high of 10057.3 billion HKD as of September 3 [1] - Southbound funds have seen a continuous net inflow for 27 months, with six months in 2023 exceeding 1000 billion HKD, indicating a strong market performance [2] - The Hang Seng Index and Hang Seng Tech Index have both risen over 25% year-to-date, ranking among the top global indices [2] Group 2 - Major sectors attracting southbound fund inflows include finance and technology, with the banking sector seeing a market value increase of nearly 3000 billion HKD since the end of last year [3][4] - The pharmaceutical and biotechnology sectors have also benefited, with holdings increasing by over 4000 billion HKD due to breakthroughs in innovative drug development [3] Group 3 - Four industries have recorded net inflows exceeding 1000 billion HKD this year, with banking leading at over 2100 billion HKD, followed by retail and pharmaceutical sectors [4] - Traditional industries such as steel and agriculture have experienced net outflows, indicating a shift in investment focus [4] Group 4 - Nearly 60% of Hong Kong Stock Connect stocks have seen an increase in holdings this year, with significant increases in bank stocks [5] - A total of 61 stocks have been continuously accumulated by southbound funds for five months, primarily in sectors like social services and pharmaceuticals [5] Group 5 - Notable individual stocks include Yiyang Medical, which has seen its holding ratio increase by over 35 percentage points, and Delin Holdings, which has increased by over 20 percentage points [6] - The average increase in stock prices for the top 20 heavily accumulated stocks exceeds 35% year-to-date, with some stocks like Dekang Agriculture and InnoCare rising over 200% [6]

Core Insights - The global medical imaging sector is undergoing a collective revaluation, driven by the integration of AI into clinical efficiency and commercial value [1] - HeartFlow and RadNet's strong stock performance highlights the market's recognition of the "AI + medical imaging" narrative as a key driver for redefining industry value [1][2] - The performance of these companies serves as a valuable reference for Hong Kong-based company Yimai Sunshine in the same sector [1] Company Performance - RadNet operates over 380 imaging centers across 8 states in the U.S., projecting 2024 revenue of $1.83 billion and a net profit of $38.84 million [2] - HeartFlow's AI platform significantly reduces patient risk and medical costs by accurately assessing coronary artery narrowing without invasive procedures, marking its transition from technical validation to commercial explosion [2] - Yimai Sunshine is expected to report a revenue of 450-480 million yuan for the first half of 2025, reflecting a year-on-year growth of 8.8%-16% and a net profit increase of 1350%-1550% [2] Business Model and Strategy - Yimai Sunshine differentiates itself through a "store-service-data-AI" integrated model, which is more comprehensive than RadNet and HeartFlow's approaches [3][4] - The company operates 106 imaging centers, covering 16 provinces in China, with an annual scanning volume exceeding 10 million [3] - Yimai Sunshine's AI initiative, "Yinghe Yimai," aims to launch a global first medical imaging foundation model by January 2025, with expected AI reading accuracy above 95% [4] Market Potential - The U.S. third-party imaging market penetration is around 40-50% with a growth rate of less than 5%, while China's penetration is only about 1%, with a projected market size of 18.6 billion yuan by 2030 and a compound annual growth rate of 30.7% [5] - Yimai Sunshine's current market valuation of 6.3 billion HKD is significantly lower than its business scale and market potential, suggesting a potential undervaluation compared to its U.S. counterparts [4][5] - The company is positioned to capitalize on the explosive growth potential in the Chinese market, which is 15 times larger than the U.S. in terms of growth opportunities [5]

Core Viewpoint - The company, Yipai Yangguang, has released a positive profit forecast, indicating significant growth in both revenue and net profit for the first half of the year [1] Financial Performance - The expected revenue for the first half is approximately RMB 450 million to RMB 480 million, representing a year-on-year growth of about 8.77% to 16.03% [1] - The anticipated net profit is between RMB 14.5 million and RMB 16.5 million, showing a substantial year-on-year increase of approximately 1350% to 1550% [1] Factors Influencing Performance - The board attributes the revenue increase primarily to a rise in the number of customers and the services delivered [1] - The significant growth in net profit is mainly due to the increase in revenue compared to the same period in 2024 and a reduction in administrative expenses [1]

Core Viewpoint - The company, Yimai Sunshine (02522), has announced a positive earnings forecast, leading to a significant increase in its stock price, reflecting strong revenue and profit growth expectations for the first half of the year [1] Financial Performance - The company expects revenue for the first half of the year to be between 450 million to 480 million RMB, representing a year-on-year growth of approximately 8.77% to 16.03% [1] - Projected net profit is estimated to be between 14.5 million to 16.5 million RMB, indicating a substantial year-on-year increase of approximately 1350% to 1550% [1] - The increase in revenue is attributed to a rise in the number of customers and services delivered, while the profit increase is mainly due to higher revenue compared to the same period in 2024 and a reduction in administrative expenses [1] Shareholder Actions - The company's board has approved the full circulation of 104 million unlisted shares held by certain shareholders, which accounts for approximately 28.46% of the total issued share capital as of the announcement date [1] - The full circulation of H-shares is pending approval from relevant authorities, including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [1]

Core Viewpoint - The company anticipates a significant increase in revenue and net profit for the six months ending June 30, 2025, compared to the same period in 2024, driven by an increase in customer numbers and services delivered [1] Revenue Summary - The company expects revenue to be between approximately RMB 450 million and RMB 480 million for the six months ending June 30, 2025, compared to approximately RMB 413.7 million for the same period in 2024, representing a year-on-year growth of approximately 8.77% to 16.03% [1] Net Profit Summary - The anticipated net profit for the six months ending June 30, 2025, is expected to be between approximately RMB 14.5 million and RMB 16.5 million, a substantial increase from approximately RMB 1 million for the same period in 2024, indicating a year-on-year growth of approximately 1350% to 1550% [1] Factors Contributing to Growth - The board attributes the increase in revenue compared to 2024 to a rise in the number of customers and services delivered, while the significant increase in net profit is primarily due to the rise in revenue and a reduction in administrative expenses [1]