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中康控股(02361.HK) :創新業務加速成長,靜待AI醫療價值重估

格隆匯7月23日丨中康控股(02361.HK)公告,公司預計2025年上半年收入將較2024年同期約人民幣159.5百萬元減少約5%至10%,2025年上半年歸屬於上市公司股東的淨利潤將較2024年同期約人民幣41.7百萬元減少約36%至46%。

公司董事會認爲利潤下降的主要原因包括:(i)公司戰略性調整業務結構,同時加大AI研發投入;(ii)受政策因素影響,公司獲得的政府補助金額有所減少;及(iii)受外匯因素及降息影響,公司的匯兌損失增加、利息收入減少。

總體來看,儘管中康控股短期盈利因戰略性投入與暫時性財務擾動承壓,但公司持續夯實業務根基,佈局未來成長,長期價值清晰。截至目前,其今年已籤合同中預計交付的金額實現增長,顯示公司基本面持續向好,並帶來未來業績高能見度。長遠視角下,中康控股加碼AI研發投入,打造覆蓋醫療健康產業垂直領域的全場景智能體,助力行業決策效率提升,鞏固自身數據與場景護城河。隨着後續一系列創新產品商業化落地、市場滲透率擴大、技術壁壘增厚,中康有望釋放更持久的成長動能,爲股東創造長期價值。

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