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139 Institutions Flock to Gosun Health's Earnings Call, China Southern Fund Sends 20
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Guoxin Health (000503) held a performance briefing via conference call on September 22, attracting 139 institutions including major fund managers like E Fund, China Asset Management, and Southern Fund, which sent 20 participants. The company reported that its health services revenue grew rapidly in H1 2025, driven by chronic disease management and health management business expansion. Guoxin Health is integrating AI technology with health service scenarios to improve efficiency and user experience. The company noted significant revenue seasonality, with Q4 accounting for an average of 52.6% of annual revenue over the past five years. Management aims to stabilize traditional business while developing innovative high-margin services as a second growth curve to improve net profit. Despite the high institutional interest, few active equity funds held the stock as of mid-2025. The stock has fallen 23.87% year-to-date, with a market cap of 6.62 billion yuan.
Source report
导读： Sinocare Health (000503) held its earnings conference call via teleconference, attracting 139 institutional investors, including 20 representatives from China Southern Fund.
Due to the Mid-Autumn Festival holiday, the trading week (September 21–25) consisted of only four sessions, yet institutional research activity remained robust. According to Wind Information, 427 A-share listed companies were surveyed by institutions this week. Among them, Sinocare Health (000503) drew the highest number of participating institutions—139—making it the only company with over 100 institutional researchers. Other notable companies included Sinomach Precision Industry (002046) and Star Lake Bioscience (300464), each with over 40 institutions, while SF Diamond (300179) and Espressif Systems (688018) attracted more than 30 institutions each.
Details of the Earnings Call
Sinocare Health’s investor relations activity record shows that the company held its earnings conference call via teleconference on September 22. A total of 139 institutions participated, including public funds, private equity firms, securities companies, insurance companies, and bank wealth management firms. Notable participants included E Fund Management, China Asset Management, China Southern Fund, Ruiyuan Fund, Gaoyi Asset Management, and Juming Investment.
Notably, many institutions sent multiple representatives. China Southern Fund had the largest delegation with 20 participants. Several fund managers also attended, including:
- Yang Zongchang (E Fund)
- Gao Xiang and Zhu Yi (China Asset Management)
- Sun Lumin and Zhang Yanmin (China Southern Fund)
- Shen Aiqian (Ping An Fund)
- Qiu Jie (Qianhai Open Source Fund)
Fund Holdings and Business Outlook
Despite the high level of institutional interest, fund holdings data as of the end of June show that few actively managed equity funds held Sinocare Health shares, with most positions coming from index funds.
Regarding the company’s fast-growing health services business in the first half of the year, Sinocare Health attributed the revenue growth to the continued advancement of its chronic disease management and health management services. The company stated:
"In the health services sector, leveraging our long-term accumulation in the medical, pharmaceutical, and healthcare fields, we have continuously improved our chronic disease management service system, strengthened supply assurance, platform support, and intelligent service capabilities. We are actively promoting the integration of AI technology with health service scenarios to enhance service efficiency and user experience."
The company noted that its chronic disease management business in Shandong Province continues to advance, and it will focus on refining operations and improving service capabilities in existing projects.
Future Strategy and Revenue Seasonality
Looking ahead, Sinocare Health said it will:
- Maintain steady operations
- Promote the integration of AI and other new technologies with health services
- Actively explore a "platform + data"-driven new health service model to cultivate new growth drivers for long-term development
On the topic of revenue seasonality and the key to narrowing or reversing non-recurring losses, the company explained:
"Historically, our business shows clear seasonal characteristics, with major revenue concentrated in the fourth quarter. Over the past five years, Q4 revenue has accounted for an average of 52.6% of total annual revenue."
The company outlined two key focus areas going forward:
- Strengthen the traditional business base to improve both revenue scale and quality.
- Accelerate the rollout of innovative businesses to cultivate high-margin growth points.
By improving efficiency and quality in traditional operations while driving volume growth in new businesses, Sinocare Health aims to create a "second growth curve", steadily improve non-recurring net profit, and enhance overall profitability and operational efficiency.
Financial Performance and Stock Performance
In the first half of 2026, Sinocare Health reported:
- Revenue: RMB 102 million, up 6.3% year-on-year
- Net loss attributable to shareholders: RMB 102 million, narrowing by 3.21% year-on-year
The company’s stock price has fallen 23.87% year-to-date, with a current total market capitalization of RMB 6.62 billion.
Source
同花顺财经Neutral / independent
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Guoxin Health draws 139 institutions for earnings call; AI integration in health services highlighted