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139 Institutions Survey China Reform Health; Personal Medical Cloud Plan Reaches Milestone
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A recent survey by Securities Times shows that nearly 100 stocks were visited by institutional investors in the past week, with Guoxin Health (000503) attracting the most attention from 139 institutions, including 31 securities firms, 47 private equity funds, and 10 insurance companies. During the survey, Guoxin Health attributed its rapid health services revenue growth to the continued rollout of chronic disease management and health management businesses, as well as AI integration. The company also reported progress on the National Healthcare Security Administration's personal medical cloud project, for which it was selected to lead implementation planning. Other stocks with surging earnings were also surveyed. Fuchun Co. expects a 658%-785% surge in net profit for the first three quarters of 2026, driven by its new energy lithium battery electrolyte additive business. Bojie Co. reported a 7-fold increase in first-half net profit, with new orders in the big data and AI computing sector up nearly 350%. Huabao Co. attributed its recent stock price surge to improved earnings, new tobacco product supply deals, and low valuations. Surveyed stocks rose an average of 0.27% for the week, with Huning Co., Entive Smart, and Changlan Cable among the top gainers.
Source report
Guoxin Health Attracts Most Institutional Attention
Guoxin Health (000503) was the most researched stock over the past week, drawing 139 institutional investors, including:
- 31 securities firms
- 47 private equity firms
- 10 insurance companies
Key Research Highlights: Health Services Growth
During the research sessions, institutions inquired about the rapid revenue growth in the company's health services business as reported in the half-year results. Guoxin Health attributed this primarily to the continued advancement of chronic disease management and health management services.
In the health services sector, the company leverages its long-term expertise in the medical, pharmaceutical, and healthcare insurance ("three medical") fields to:
- Continuously improve its chronic disease management service system
- Strengthen supply assurance, platform support, and intelligent service capabilities
- Actively integrate AI technology with health service scenarios to enhance service efficiency and user experience
Currently, the company's chronic disease management business in the Shandong region continues to progress, with a focus on refining existing project operations and improving service capabilities.
Progress on Personal Medical Insurance Cloud
Regarding the National Healthcare Security Administration's (NHSA) Personal Medical Insurance Cloud initiative, Guoxin Health has achieved milestone progress. On July 30, 2026, the NHSA Big Data Center confirmed that Guoxin Health, in collaboration with the China Academy of Information and Communications Technology (CAICT), has been designated to lead the preparation of the implementation plan for the Personal Medical Insurance Cloud scenario.
The company is currently:
- Continuing to advance the preparation of the Personal Medical Insurance Cloud implementation plan in accordance with NHSA directives
- Actively participating in pilot programs for the Personal Medical Insurance Cloud in relevant provinces and cities
- Refining plans and conducting application verification around specific use cases
- Exploring the application value of the Personal Medical Insurance Cloud in personal health services and related industry services
Other Stocks with Strong Performance Gains Attract Research
Fushun Special Steel (Fushun Co., Ltd.)
Fushun Special Steel expects net profit attributable to shareholders for the first three quarters of 2026 to be between RMB 350 million and RMB 430 million, representing a year-over-year increase of 658% to 785%. Net profit for the third quarter is expected to grow by 50% to 119% compared to the second quarter.
Key growth driver: The company's new energy lithium battery electrolyte additive products saw a simultaneous increase in sales volume and price, driving significant performance growth and a return to profitability. The new energy business has become the company's core growth engine.
Bojie Technology (Bo Jie Co., Ltd.)
Bojie Technology reported a year-over-year increase of over 7 times in net profit attributable to shareholders for the first half of the year. In terms of new orders, the company's big data and AI computing power sector saw new orders grow by nearly 350% year-over-year in the first half of 2026. Regarding delivery schedules, according to industry practice, equipment delivery, on-site commissioning, project acceptance, and revenue recognition for downstream clients are typically concentrated in the second half of the year.
Huabao Flavours & Fragrances (Huabao Co., Ltd.)
Huabao Flavours & Fragrances has seen a significant recent surge in its stock price. During research, the company stated that stock price fluctuations are influenced by multiple factors, including the macroeconomic environment, company fundamentals, market sentiment, and investor psychology. Specific factors cited include:
- Improved performance in the first half of the year
- Increased investment in research and development of core flavor and fragrance raw materials for new-generation tobacco products, such as Heated-Not-Burned (HNB) and oral nicotine pouches, and entry into the supply chains of leading global tobacco customers
- The sector's valuation being at historically low levels
- A certain degree of increase in sugar prices
Market Performance of Researched Stocks
Over the past week, the average stock price of companies covered by institutional research rose by 0.27%. Stocks with notable gains include:
- Huning Co., Ltd. (沪宁股份)
- Entive Smart (亿田智能)
- Changlan Cable (长缆科技)
Huning Co., Ltd.
Huning Co., Ltd. noted during research that on September 18, a spokesperson from the Ministry of Housing and Urban-Rural Development stated at a State Council Information Office press conference that "all residential buildings with 4 floors or above should be equipped with elevators." This policy clearly identifies the old elevator renovation market as a key beneficiary sector, which is highly aligned with the company's core business of elevator safety components. The company views this as a core external catalyst for its second-half performance.
Entive Smart
Entive Smart stated during research that it has terminated its cooperation agreement with Infini-Megrez (无问芯穹) based on project progress and changes in business plans, following amicable negotiations. The company described the termination as a normal business arrangement. The computing power business is a newly expanded segment for the company, and it has multiple options for cooperation partners. The computing power originally required by Infini-Megrez has already been taken over by a new client. Entive Smart stated it will continue to evaluate various technology and cooperation opportunities and steadily advance its computing power-related business layout.
Changlan Cable
Changlan Cable stated during research that it positions its liquid cooling industry layout as an extension of its insulation materials into emerging application fields. The company noted that cable accessories and transformer oil address cooling, insulation (and arc extinguishing) for power equipment, while immersion cooling fluids also need to address system insulation, cooling, fluidity, compatibility, and corrosion—areas with high professional correlation. The company's strategy for the liquid cooling industry is to:
- Start with material research and development
- Invest in the industry through Yunku Intelligent (云酷智能)
- Establish a liquid cooling product division
- Develop the liquid cooling industry as a core business, rather than remaining at the level of financial investment
Source
证券时报Eastern
Part of this Story
Guoxin Health leads weekly institutional surveys as 139 firms probe its AI-driven health services growth