On January 25th, FANGZHOU JIANKE (06086) issued a positive profit alert for 2025, showcasing impressive core financial data, which also signifies the high sustainability of its chronic disease management business model built on "familiar doctor-patient relationships," driving a qualitative leap in the company's business development. The positive profit alert indicates that the company expects to achieve revenue of 3.5 to 3.55 billion yuan, representing a year-on-year increase of approximately 30%; on the profit front, following an adjusted profit in 2024, the company is projected to achieve a net profit of 7 to 10 million yuan in 2025, officially reaching full profitability. The announcement points out that this expected revenue growth is primarily attributed to the company's "familiar doctor-patient relationship" model and the enhancements brought by AI technology, which have attracted more doctors and patients to the platform, thereby driving sustained growth in its consumer-facing business. The turnaround from loss to profit is mainly due to revenue growth and a reduction in equity-settled, share-based payments, propelling the company through a qualitative transformation from losses to profitability. As a leading domestic "AI + Chronic Disease Management" service platform, the strong growth in revenue and profit is underpinned by robust growth in the platform's user base and continuous improvements in operational efficiency. Against the backdrop of an accelerating aging population and a sharp increase in public demand for convenient medical services, the company consistently adheres to a patient-centric approach, using technology as its engine to further strengthen its business moat built on the foundation of "familiar doctor-patient relationships." At the business level, in 2025, the company also achieved a key milestone with "AI+H2H (Hospital to Home)," comprehensively empowering its service chain through AI technology. Notably, as early as September 2025, FANGZHOU JIANKE had already taken the lead in benchmarking against Open Evidence for technological exploration and strategic positioning, completing its technological foothold nearly half a year ahead of its peers, further highlighting its leading position in the AI healthcare sector. Earlier in mid-2025, Citi Research initiated coverage on FANGZHOU JIANKE with a "Buy" rating and a target price of up to HK$8.5. Furthermore, a deep-dive research report from Glonghui Research Institute in early 2026 projected the company's revenue to reach 3.5 billion yuan in 2025 and 4.8 billion yuan in 2026, also noting that FANGZHOU JIANKE is entering a golden period of value re-rating. Moving forward, FANGZHOU JIANKE will continue to refine its "AI+H2H" smart healthcare ecosystem, deepen technological R&D and service innovation, leveraging corporate strength to support the achievement of the "Healthy China 2030" goals and setting a benchmark for high-quality development in the industry.
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