On October 30, New Journey Health Technology Group Co.,Ltd. (002219) hosted an online Q3 2025 earnings conference, engaging in in-depth discussions with representatives from over 50 institutions including leading securities firms, fund managers, insurance companies, and private equity investors.
Chairman Lin Yanglin, Directors Zhou Ziqing and Xu Minggui, CFO Liu Jun, and Vice President & Board Secretary Xu Xu participated in the exchange.
Lin Yanglin acknowledged industry-wide pressures from healthcare policies and centralized drug procurement, impacting the company’s performance in the first three quarters. Operational adjustments are underway to achieve significant Q4 improvements. The medical segment has proactively optimized disciplines and cost structures to address reimbursement challenges while expanding non-reimbursement-dependent services and new facilities, steadily growing market share and profitability. The pharmaceutical segment, led by Du Yiwei Pharmaceuticals, is seeing fundamental recovery through sales and product optimization, supported by strategic investors to accelerate national expansion. Future growth will focus on health-tech innovation and asset injections to foster new productive forces.
Zhou Ziqing highlighted stable income and profit growth in non-listed medical institutions, backed by ample resources and effective reimbursement countermeasures. The group pledges full support for listed entities to scale health-tech initiatives.
Xu Minggui detailed Du Yiwei’s turnaround via sales strategy refinements, with plans to enhance profitability through new products and cost controls.
Liu Jun reported dual year-on-year growth in medical services’ revenue share and gross margin, alongside stabilized pharmaceutical sales post-centralized procurement. Overall margins remain steady.
Xu Xu announced new projects adding 2,000+ hospital beds to boost regional coverage and competitiveness, alongside updates on major shareholders’ holdings reflecting institutional confidence.
Investors probed profitability, cost management, reimbursement cycles, and brand positioning during the Q&A. Management conveyed a clear message: while navigating short-term headwinds, strategic medical refinements and pharmaceutical realignment position the company for long-term resilience and performance recovery.
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