Wire flash
Sinocare Health draws 139 institutional investors in weekly survey, says personal medical cloud plan progresses
Editorial responsibility
- No named human review is recorded for this page.
- Source reporting is collected, normalized, translated or condensed automatically when needed.
- Automatically published source-backed update
According to Tonghuashun Finance, 427 listed companies disclosed institutional investor survey records in the week from September 21 to September 26. China Reform Health (000503) received the most attention with 139 institutions surveying it. The company stated it has made phased progress on the National Healthcare Security Administration's personal medical insurance cloud project, having been selected to lead the implementation plan drafting. It is actively participating in provincial pilot projects and exploring applications in scenarios such as policy targeting, subject recruitment, and medical insurance-commercial insurance settlement. In terms of industry focus, machinery, hardware equipment, and pharmaceutical biology sectors attracted the highest survey interest. Among companies with over 10 rating institutions, Sumec (600710), Tebao Bio (688278), and Bank of Ningbo (002142) were the most surveyed. Separately, 507 institutions surveyed A-share companies since September 21, with CITIC Securities conducting the most surveys. Fund companies showed strong interest in Guojing Precision (002046), Foshan Plastics (000973), and SF Diamond (300179). Guojing Precision reported that its diamond heat sink and optical window products generated over 10 million yuan in revenue in 2025, with CVD diamond products in customer validation and potential small-batch orders expected this year. China Reform Health's stock rose 0.9% for the week but is down over 20% year-to-date, while Guojing Precision's stock fell 0.51% for the week but is up 48.46% year-to-date.
Source report
During the publication period from September 21 to September 26, 427 listed companies disclosed institutional investor survey records. Among them, China Reform Health Management Services Co., Ltd. (000503) attracted the highest number of institutional investors, with 139 firms conducting surveys.
Most Surveyed Company: China Reform Health (000503)
China Reform Health (000503) received the most institutional investor visits this week, totaling 139 firms.
Top 10 Companies by Number of Surveying Institutions Source: Wind
In its survey responses, China Reform Health stated that it has achieved milestone progress in the construction of the National Healthcare Security Administration's (NHSA) personal medical insurance cloud. On July 30, 2026, the NHSA Big Data Center confirmed that China Reform Health, in collaboration with the China Academy of Information and Communications Technology, would lead the drafting of the implementation plan for the personal medical insurance cloud scenario.
The company further noted:
- It is currently advancing the implementation plan in line with NHSA directives.
- It is actively participating in pilot programs in relevant provinces and cities, refining plans and validating applications around specific use cases.
- It is exploring applications of the personal medical insurance cloud in personal health services and related industry services.
- Pilot verification is underway in scenarios such as policy targeting, patient recruitment, and medical insurance–commercial insurance clearing and settlement, with business processes being tested.
Looking ahead, China Reform Health said it will:
- Continue to follow up on subsequent approvals and construction arrangements for the personal medical insurance cloud implementation plan.
- Actively participate in building relevant scenario and capability systems.
- Increase R&D investment in the personal medical insurance cloud, enhancing product and technical capabilities around personal medical insurance profiling.
- Focus on provincial-level pilots to accelerate scenario validation, further streamline business processes, and develop replicable and scalable best practices.
Stock Performance: According to Wind data, China Reform Health's stock price rose 0.9% this week but has fallen over 20% year-to-date.
Industry Focus
According to the latest data from Yuanda Information Securities Research Institute, the following Shenwan secondary industries received the highest number of institutional survey visits this week (ranked by total visits):
- Mechanical equipment
- Hardware equipment
- Pharmaceutical and biotechnology
Among these, software services, mechanical equipment, and pharmaceutical/biotechnology attracted the most institutional investors in recent days.
Companies with High Institutional Interest and Ratings
Among companies with a high number of survey visits and more than 10 institutional ratings, the top three are:
- Sumec Corporation (600710)
- Tebao Bio (688278)
- Bank of Ningbo (002142)
Institutional Survey Activity Overview
Since September 21, 507 institutions have surveyed A-share listed companies. CITIC Securities (600030) recorded the highest total number of survey visits.
Top 10 Institutions by Total Survey Visits This Week Source: Wind
Top Fund Companies by Total Survey Visits This Week Source: Wind
Fund companies maintained strong survey activity, with particular attention on:
- Sinomach Precision Industry (002046)
- Foshan Plastics (000973)
- SF Diamond (300179)
Focus on Sinomach Precision Industry (002046)
Institutions showed significant interest in the company's product layout and progress in the diamond heat dissipation field.
In response, Sinomach Precision Industry stated:
- Diamond heat sinks and diamond optical window sheets have already received small-batch orders, generating revenue of over 10 million yuan in 2025.
- The company has built a product matrix covering diamond single crystal, diamond polycrystal, and diamond-copper composite materials.
Industrialization Progress:
- CVD diamond products (both single crystal and polycrystal) are currently in the verification stage with leading industry clients.
- Diamond-copper composite materials have been sent to key clients for sample verification.
- In the civilian heat dissipation sector, products across all technology routes are undergoing downstream client verification. If progress continues smoothly, small-batch commercial orders may be realized within the year.
Stock Performance: Sinomach Precision Industry's stock price fell 0.51% this week but has risen 48.46% year-to-date.
Source
同花顺财经Eastern