Core Viewpoint - The report highlights the significant decline in revenue and profit for Thalys Medical Technology Group in the first half of 2025, attributed to strategic business restructuring and external market pressures, while emphasizing ongoing investments in smart healthcare and AI technologies for future growth [3][4][5]. Financial Performance - The company reported a revenue of approximately 583.5 million yuan, a decrease of 40.20% compared to the same period last year [3][4]. - The total profit for the period was a loss of approximately 51.93 million yuan, a decline of 495.76% year-on-year [3][4]. - The net profit attributable to shareholders was approximately -56.12 million yuan, down from -4.77 million yuan in the previous year [3][4]. - The net cash flow from operating activities was -79.17 million yuan, worsening from -48.88 million yuan year-on-year [3][4]. Industry Context - The healthcare industry in China continues to grow steadily, driven by increasing healthcare spending, an aging population (22% aged 60 and above), and supportive government policies [5][6]. - The medical device market is projected to reach approximately 2.4 trillion yuan by 2029, with a compound annual growth rate of 16% [7]. - The implementation of DRG/DIP payment reforms is pushing healthcare institutions towards refined operational management, while the demand for high-quality medical services remains concentrated in top-tier hospitals [7][8]. Strategic Initiatives - The company is focusing on transforming traditional medical supply chain services into intelligent healthcare solutions, with increased R&D investments in smart hospitals and medical big data analysis platforms [4][10]. - Thalys Medical is actively expanding its market presence in regions like Henan and Sichuan, while also exploring opportunities in Yunnan, Chongqing, and Guizhou [10][11]. - The company has established partnerships with major hospitals and is recognized as a key player in the SPD (Supply Chain Management) and IVD (In Vitro Diagnostics) sectors, enhancing its competitive edge [10][11]. Technological Advancements - The company is leveraging AI and big data technologies to develop comprehensive smart hospital solutions, aiming to improve operational efficiency and resource allocation in healthcare institutions [12][13]. - Thalys Medical is also investing in brain science and digital therapy, with significant growth expected in the cognitive disorder digital therapy market, projected to reach 4.2 billion USD by 2025 [14][15]. - The company is collaborating with various institutions to advance AI applications in clinical decision-making and disease management, enhancing its service offerings in the healthcare sector [18][19].

Core Viewpoint - The company, Saily Medical, is actively developing digital therapies in the field of brain science, particularly focusing on mental health management through innovative software solutions and strategic collaborations with leading institutions and technology partners [1]. Group 1: Company Developments - As of August 15, 2025, Saily Medical's stock closed at 28.41 yuan, down 3.69%, with a turnover rate of 18.76% and a trading volume of 358,300 hands, resulting in a transaction amount of 1.017 billion yuan [1]. - The company has established a digital management software named "Haisi Lingxi" aimed at assisting in the management of major mental illnesses such as depression and bipolar disorder, leveraging AI and internet technologies [1]. - In April 2025, Saily Medical launched an AI diagnostic technology research center (TAIDxLab) in Shanghai, focusing on rapid molecular diagnostics for infections and critical conditions, as well as digital therapies for brain science [1]. Group 2: Strategic Collaborations - Saily Medical has partnered with Huawei Technologies and a key national laboratory to explore the application of brain science models in psychiatry, aiming to transition the industry from experience-driven to data-driven approaches [1]. - The collaboration with Zhejiang University First Affiliated Hospital's Mental Health Center is part of a national key project for the prevention and treatment of common mental disorders, which commenced in April 2024 [1]. - The partnership aims to build a closed-loop system for secure and reliable medical data processing, integrating resources from medical institutions, pharmaceutical companies, and regulatory bodies [1]. Group 3: Market Activity - On August 15, 2025, the net outflow of main funds from Saily Medical was 136 million yuan, accounting for 13.35% of the total transaction amount [2][3]. - Retail investors showed a net inflow of 147 million yuan, representing 14.49% of the total transaction amount, indicating strong interest from individual investors despite the outflow from institutional funds [3].

证券之星消息，塞力医疗(603716)08月15日在投资者关系平台上答复投资者关心的问题。 塞力医疗回复：尊敬的投资者，您好！早在2022年，塞力医疗便积极布局脑科学数字疗法领域，公司依 托旗下专注于智慧医疗数智转型及创新应用场景的子公司——海思太科（武汉）医疗科技有限公司，联 合浙江大学医学院附属第一医院精神卫生中心部署精神疾病全病程数智系统"海思灵曦"。作为面向国家 2030"脑计划与类脑研究"项目的重要成果，"海思灵曦"是针对抑郁症、双相情感障碍等主要精神疾病的 数字化辅助管理软件。该软件依托人工智能及互联网技术构建脑科学及类脑研究知识图谱，形成了面向 科研人员、医生和患者三方的前端用户功能工具平台。2024年4月，海思太科与浙大一院精神卫生中心 开启脑计划2030-脑计划与类脑研究"常见多发病防治研究"国家级重点专项计划，并同时在全国14家头 部医疗机构多中心同步开展。2025年初，塞力医疗联合华为技术、脑机智能全国重点实验室胡少华教授 团队签署精神医学数字疗法的战略合作框架。三方以华为算力基础设施为支撑，结合脑机智能全国重点 实验室科研资源与临床数据，探索脑科学大模型在精神医学中的应用，推动行业从经 ...

Core Viewpoint - The company, Saily Medical (603716.SH), is actively investing in the field of digital therapies for brain science, focusing on mental health management through innovative technology and strategic partnerships [1] Group 1: Company Initiatives - In 2022, Saily Medical began its strategic layout in the digital therapy sector for brain science, leveraging its subsidiary, Haisitai Medical Technology Co., Ltd., to develop a comprehensive digital management system for mental illnesses [1] - The "Haisilingxi" system, developed in collaboration with Zhejiang University First Affiliated Hospital's Mental Health Center, targets major mental disorders such as depression and bipolar disorder [1] - A national key project under the "Brain Plan 2030" was initiated in April 2024, involving multi-center studies across 14 leading medical institutions [1] Group 2: Strategic Partnerships - In early 2025, Saily Medical signed a strategic cooperation framework with Huawei Technologies and Professor Hu Shaohua's team from the National Key Laboratory of Brain-Machine Intelligence to explore the application of brain science models in psychiatry [1] - The collaboration aims to transition the industry from experience-driven to data-driven approaches, utilizing Huawei's computational infrastructure and clinical data [1] Group 3: Technological Development - By April 2025, Saily Medical established an AI diagnostic technology research center (TAIDx Lab) in Shanghai, focusing on rapid molecular diagnostics for infections and critical conditions, as well as digital therapies for brain science [1] - The lab is equipped with Huawei's Ascend AI cluster and Kunpeng servers to efficiently process large volumes of data, creating a secure and closed-loop system involving medical institutions, pharmaceutical companies, and regulatory bodies [1] - Future efforts will concentrate on advancing technology development and application to build core competitive advantages through technological barriers [1]