CONCORD HC GP Reports 2025 Interim Results: Dual-Engine Growth Driven by Proton Therapy and AI, Gross Profit Turns Positive

Deep News
08/29

On August 28, CONCORD HC GP disclosed its 2025 interim financial results. For the six months ended June 30, 2025, the company achieved revenue of 201 million yuan, with hospital business generating 153 million yuan in revenue, representing an 11.2% year-on-year increase. Against the backdrop of widespread revenue declines across the industry, CONCORD HC GP demonstrated a differentiated revenue growth trajectory. Additionally, the company achieved a gross profit of 400,000 yuan, compared to losses in the same period last year, marking significant improvement in profitability and a key milestone in turning losses into profits.

As China's first medical group to benchmark international leading standards in oncology treatment, CONCORD HC GP continued to demonstrate its competitive advantages and development potential in premium healthcare services in 2025.

From a basic medical insurance fund payment perspective, the company's medical insurance coverage ratio was 25% in 2025, significantly down from 41% in the same period of 2024. By business segment, hospital operations generated revenue of 153 million yuan, up 11.2% year-on-year, accounting for approximately 76.3% of total company revenue.

With the commencement of operations at South China's first proton therapy center at CONCORD HC GP's Guangzhou Taihe Oncology Hospital, the company's hospital business showed a profitability inflection point. Hospital business gross margin improved from -22.1% in the same period last year to 0.4% in the first half of 2025. It is foreseeable that as Guangzhou hospital operations continue to ramp up, this will effectively drive enhanced profitability for the entire group.

According to relevant data, since the launch of the proton therapy center at CONCORD HC GP's Guangzhou Taihe Oncology Hospital, the number of consultation inquiries, daily outpatient visits, and daily treatment sessions has continued to grow. The center houses South China's first proton therapy system put into clinical use, equipped with four 360-degree rotating gantry treatment rooms, representing hardware capabilities at the international forefront.

Proton therapy is hailed as the "crown jewel of oncology radiotherapy" and represents one of the most advanced radiotherapy technologies currently available. Its treatment advantage lies in its ability to precisely target tumor tissue while minimizing damage to surrounding healthy tissue, significantly reducing radiotherapy side effects.

Notably, in May 2025, CONCORD HC GP officially launched its self-developed large language model specialized for proton therapy, successfully deployed at Guangzhou Taihe Oncology Hospital. This model is China's first large language model focused on proton radiotherapy, integrating nearly 10,000 high-quality radiotherapy cases to build multimodal medical data, while incorporating training optimization using data from "Proton China" and professional journal literature. This further strengthens CONCORD HC GP's technological advantages in proton therapy, with the model expected to expand into comprehensive oncology treatment in the future. It can not only enhance the company's internal operational efficiency but also potentially empower other medical institutions, strengthening the company's industry influence.

CONCORD HC GP leverages its comprehensive and efficient drug supply system and rapid introduction mechanisms to create differentiated market advantages through premium drug accessibility. The pharmacy department at CONCORD HC GP's Guangzhou Taihe Oncology Hospital currently provides nearly 200 original research drugs and over 50 patented brand drugs, offering comprehensive anti-tumor medications covering all disease categories. The company maintains close cooperation with multiple renowned domestic and international pharmaceutical companies, continuously updating its drug catalog to ensure patients have access to the most cutting-edge and effective innovative drugs.

Through comprehensive leadership in medical equipment, therapeutic drugs, diagnostic technologies, and humanistic care, CONCORD HC GP has built a deep moat in the premium healthcare services sector. CONCORD HC GP has not only reached a long-term strategic cooperation agreement with Mayo Clinic but is also the exclusive strategic partner of MD Anderson Cancer Center.

Looking ahead, with the continued ramp-up of proton therapy business, rapid iteration of AI oncology large models, and the commissioning of Shanghai Taihe Cheng Oncology Hospital and Shijiazhuang Shiyao Taihe Oncology Hospital, the company's growth potential will be gradually realized, with potential for multiple-fold growth in the future.

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