Meinian Onehealth Healthcare Holdings Co., Ltd. (Shenzhen Stock Exchange code: 002044, hereinafter referred to as "Meinian Health") announced its performance forecast for the first three quarters of 2025 on October 16. The announcement indicates a significant year-on-year increase in net profit, marking the formal establishment of a performance turning point. The company has achieved a trend reversal in profitability through the empowerment of AI technology and lean management upgrades, demonstrating solid progress and notable results from its "All In AI" strategy.
Core performance has strongly reversed, with significant improvement in profitability. According to the performance forecast, from January to September 2025, Meinian Health expects to achieve a net profit attributable to shareholders of the listed company ranging from 42 million to 62 million yuan, representing an impressive growth of 70.51% to 151.70% compared to the previous year's figure of 24.6325 million yuan. Notably, in the third quarter alone, the net profit is expected to reach 263 million to 283 million yuan, a year-on-year increase of 9.55% to 17.87%. This data not only confirms the company's capability in customer conversion and service承接 during the peak season, but also indicates a transition of its profitability from "recovery growth" to "substantial improvement," with the trend of performance reversal becoming definitive.
AI-powered revenue surges by 71%, emerging as a new growth engine. One of the highlights of this performance forecast is the explosive growth of AI business. The company disclosed that the revenue generated through AI technology in the first three quarters is approximately 250 million yuan (24,963.84 million yuan), marking a substantial increase of 71.02% year-on-year, and accelerating from the 62.36% growth rate in the first half of the year. The revenue contributions from AI digital product lines, including heart-lung screening, AI-MDT reports, and Brain Ruizhi, are prominent, indicating that Meinian Health has achieved significant results in transforming AI technology applications into enhancing customer experience and differentiating product offerings, injecting new momentum into the company's growth.
Operational efficiency optimization, achieving noticeable results in cost reduction and efficiency improvement. While maintaining stable operating revenue, rapid profit growth has been achieved, thanks to the company’s steadfast "scientific cost reduction and efficiency improvement" strategy. Meinian Health stated in the announcement that the company continues to adhere to the principles of "diversified revenue and scientific cost reduction." By leveraging AI and digital means to establish a lean operational system, costs have been effectively controlled, and operational efficiency improved, driving the enhancement of the overall profit margin.
Strong momentum during peak season lays a foundation for sustained high-quality development. The performance forecast highlights that the third quarter, being the peak season for health examinations, saw the company actively promoting revenue growth and examination facilitation efforts, ensuring stability in order signing and customer unit prices, with a further increase in the proportion of key customer business. At the same time, the company has vigorously advanced the customer full journey service model, driving business conversion and repurchase, which establishes a solid foundation for welcoming the peak season in the fourth quarter and reflects a favorable outlook for sustainable high-quality development.
Meinian Health noted that the forecast data is based on preliminary calculations by the company’s financial department, and the specific financial data will be subject to the official disclosure of the company's third-quarter report for 2025.
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