异动解读 | 方舟健客盘中大涨9.12%,AI+慢病管理业务推动中期业绩超预期

异动解读
Sep 01, 2025

9月1日,港股上市公司方舟健客(06086)股价盘中大涨9.12%,引发市场关注。这一显著涨幅主要源于公司日前公布的2025年中期业绩超出市场预期。

根据8月27日发布的财报,方舟健客2025年上半年实现营收约14.94亿元人民币,同比增长12.9%;净利润扭亏为盈至约1250万元人民币,经调整净利润同比增长16.8%至约1760万元,创历史新高。公司注册用户数达5280万,同比增长15.8%,其中月活跃用户人数增至1190万,同比大幅增长34.4%。这些数据显示公司在互联网医疗行业需求分化的背景下,仍保持稳健增长。

分析人士指出,方舟健客作为"AI慢病管理第一股",其业务模式与行业发展趋势高度契合。公司通过"AI+H2H"(AI+Hospital To Home)技术升级,打造覆盖用户服务、供应链、内容生产的全场景AI应用矩阵,进一步巩固了其在慢病管理市场的领先地位。随着人口老龄化加剧和慢病患者规模持续扩大,方舟健客有望持续受益于行业红利,其长期投资价值正逐步被市场认可。

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