Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

上海市广发律师事务所 关于卫宁健康科技集团股份有限公司 2026 年限制性股票激励计划（草案）的 法律意见书 致：卫宁健康科技集团股份有限公司 上海市广发律师事务所（以下简称"本所"）接受卫宁健康科技集团股份有 限公司（以下简称"公司"）的委托，作为其实行 2026 年限制性股票激励计划 事项（以下简称"本次股权激励计划""本次激励计划"）的专项法律顾问，根据 《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民共和国公司 法》（以下简称"《公司法》"）、中国证券监督管理委员会（以下简称"中国证 监会"）颁布的《上市公司股权激励管理办法（2025 修正）》（以下简称"《管 理办法》"）、《深圳证券交易所创业板股票上市规则（2025 年修订）》（以下简 称"《上市规则》"）、《深圳证券交易所创业板上市公司自律监管指南第 1 号—— 业务办理》（以下简称"《自律监管指南》"）等法律、法规、规范性文件以及《卫 宁健康科技集团股份有限公司章程》（以下简称"《公司章程》"）的规定，并 按照律师行业公认的业务标准、道德规范和勤勉尽责精神出具本法律意见书。 本所依据本法律意见书出具日以前已发生或存在的事实和我国现 ...

证券简称：卫宁健康 证券代码：300253 第二条 考核原则 确保本激励计划的顺利实施，建立与健全公司长效激励约束机制，促进公司 经营目标和发展战略的实现。 卫宁健康科技集团股份有限公司 2026 年限制性股票激励计划 实施考核管理办法 卫宁健康科技集团股份有限公司 二〇二六年二月 卫宁健康科技集团股份有限公司（以下简称"公司"）为进一步完善公司法人 治理结构，建立与健全公司长效激励约束机制，吸引与留住核心骨干，充分调动 公司核心团队的积极性与创造性，有效地提升团队凝聚力和企业核心竞争力，有 效地将公司、股东和核心团队三方利益结合在一起，使各方共同关注公司的长远 发展，确保公司发展战略和经营目标的实现，公司拟实施 2026 年限制性股票激 励计划（以下简称"本激励计划"）。 为了保证本激励计划的顺利实施，现根据《中华人民共和国公司法》《中华 人民共和国证券法》《上市公司股权激励管理办法》等有关法律、行政法规、规 章、规范性文件以及《卫宁健康科技集团股份有限公司章程》的相关规定，并结 合公司实际情况，特制定公司《2026 年限制性股票激励计划实施考核管理办法》 （以下简称"本考核办法"）。 第一条 考核目的 考 ...

Core Viewpoint - The company, Weining Health, has announced a forecasted loss for the year 2025, marking the first annual loss since its listing over a decade ago [2] Group 1: Financial Performance - The company anticipates a loss for the fiscal year 2025 due to various factors [2] - This will be the first annual loss in the company's history since its public listing [2] Group 2: Strategic Initiatives - In 2026, the company plans to focus on high-quality growth by implementing several core operational measures [2] - The company aims to fully integrate AI into its WiNEX product architecture [2] - There will be an emphasis on improving delivery efficiency to create a replicable and engineering-oriented delivery system [2] - The company will increase investment in AI technology and establish an AI medical division to enhance operational efficiency [2] Group 3: Operational Strategy - The company will strictly adhere to a "cost control and efficiency enhancement, healthy development" operational strategy [2] - This strategy is expected to comprehensively improve operational quality and drive a high-quality recovery in performance [2]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 有投资者在互动平台向卫宁健康提问："尊敬的董秘您好！作为投资者，对公司业绩预亏、股价持续下 跌高度关注，特咨询：1.2026年WiNEX落地、卫宁云业务及订单回款有无新进展？有无新产品推出？ 2.WiNGPT大模型、WiNEX Copilot在AI医疗领域的研发、商业化落地是否有新突破？3.公司内部经营治 理是否存在未披露重大问题？4.针对业绩与股价现状，公司有哪些具体改善及稳股价举措？盼复！" 针对上述提问，卫宁健康回应称："您好，感谢您的关注。受多种因素影响，公司预告2025年度亏损， 这也是公司上市十几年来首次出现年度亏损。2026年，公司将以高质量增长为导向，实施多项核心经营 举措：全力推进WiNEX产品AI化，将AI深度融入WiNEX的核心架构之中；持续提升交付效率，形成可 复制、更具工程化特征的交付体系；加大AI技术投入，成立AI医疗事业部，深化AI技术对现有产品的 赋能，提升运营效率。此外，公司将严格执行'控费增效、健康发展'经营策略，全面提升经营质量，预 计将综合带动公司业绩实现高质量复 ...

中航证券发布研报称，国内外医疗公司持续布局AI产品与服务，包括医学影像、临床辅助决策、精准 医疗、健康管理、医疗信息化、药物研发以及医疗机器人等，通过降本增效、改善患者体验、降低患病 风险等方式全面赋能医药、医疗各个环节。AI正从"技术辅助"角色，升级为医疗产业"价值重塑"和"效 率革命"的核心驱动力，其商业价值正在从研发端向临床端、支付端和患者端全面渗透。 中航证券主要观点如下： 国内方面本月看点 AI制药领域，AI在早期药物研发中的价值正逐步得到临床验证。英矽智能通过AI平台发现新药临床试 验申请获得美国FDA批准，显示出"同类最佳"潜力；晶泰科技孵化企业莱芒生物展示了其极低剂量 CAR-T疗法的研究者发起临床(IIT)最新成果。AI辅诊领域，AI大模型正在向诊断、分诊、健康管理等 广泛医疗场景的渗透与落地，主要进展包括：宫颈细胞数字病理AI辅助诊断软件获批，体外诊断龙头 企业宣布加速AI医疗领域布局，华工科技（000988）发布"医疗智能体"等。基础模型方面，国内各类大 模型企业跑步入场，中国团队首登Nature子刊发布医疗大模型评判标准，显示出中国医疗大模型的国际 竞争力。生物医学科技前沿方面，AI影 ...

Group 1 - The A-share pharmaceutical sector has rebounded, with medical device stocks and AI healthcare concepts leading the gains, including significant increases in companies like Meinian Health and Lepu Medical [1][8] - The largest medical ETF in the market (512170) saw a nearly 1% increase, with a net subscription of 77.77 million yuan the previous day [1][8] - A new policy from the Beijing-Tianjin-Hebei region is expected to benefit CXO and medical device companies by improving clinical trial efficiency and reducing compliance costs [2][5][10] Group 2 - The FDA has announced a new default standard for drug approvals, allowing for a single key clinical trial plus confirmatory evidence, which is projected to shorten development cycles and reduce capital costs significantly [4][12] - The cost of a single key trial is estimated to range from 30 million to 150 million USD, which will enhance the research efficiency of innovative drug companies [4][12] - The medical ETF (512170) has over 50% weight in medical devices and more than 25% in CXO, covering 12 AI medical and brain-computer interface concept stocks [4][12] Group 3 - The pharmaceutical sector is stabilizing, with mixed performance among innovative drug concepts; companies like Sanofi and Dizhiyuan have shown notable fluctuations [2][10] - Traditional Chinese medicine stocks have generally risen, with companies like Darentang and Jilin Aodong seeing increases of over 2% [2][10] - The only ETF tracking the pharmaceutical index (562050) turned positive during trading, indicating a recovery in the sector [2][10]

Governance Risks - The company has experienced significant executive turnover, with the former chairman sentenced to 18 months in prison for bribery, leading to a change in leadership [2] - Executives, including director Jin Mao, have engaged in concentrated share sell-offs, raising over 16 million yuan, which occurred around the time of the company's profit warning, raising concerns about their confidence in the company's future [1][2] Operational Risks - The company has projected a net loss of 320 million to 390 million yuan for 2025, a shift from profit in the previous year, with non-recurring losses impacting net profit by approximately 16 million yuan [1][2] - Factors contributing to the decline in performance include macroeconomic conditions, industry demand fluctuations, intensified market competition, and challenges in scaling revenue from the WiNEX product [2][3] Future Challenges - The company has outlined a development plan for 2026, focusing on AI integration in WiNEX products, improving delivery efficiency, and establishing an AI medical division, indicating a strategic pivot [3] - However, the effectiveness of these strategies remains uncertain due to ongoing governance issues and market conditions, alongside the need to rebuild trust in governance and investor relations [3][4]

Group 1 - The core point of the article is that Weining Health (300253) reported its shareholder count as of February 10, 2026, which stands at 125,889 households [1]

Financial Performance - The company expects a net loss attributable to shareholders for 2025 between RMB 390 million and RMB 320 million, compared to a profit of RMB 87.89 million in the same period last year [2]. - The projected net loss after deducting non-recurring gains and losses is expected to be between RMB 374 million and RMB 304 million, down from a profit of RMB 124.18 million in the previous year [2]. - The decline in performance is attributed to multiple factors including macroeconomic conditions, fluctuations in industry demand, and intensified market competition [3]. - The company's overall revenue has decreased due to the WiNEX product not yet generating significant income during its upgrade and replacement phase [3]. - The company has faced additional pressures from asset impairment provisions, goodwill impairment, and tax payments, contributing to profit declines [4]. Cash Flow and Liquidity - As of September 2025, the company had cash reserves of RMB 1.224 billion, indicating relatively sufficient liquidity [4]. - Cash flows from operating and investing activities showed a net outflow during the first nine months of 2025, raising concerns about cash flow stability under current operating conditions [4]. Credit Rating and Financial Management - The company's credit rating remains at AA with a stable outlook, reflecting ongoing monitoring of the healthcare information technology sector and the company's governance and financial status [4]. - The rating agency will continue to track developments in the healthcare information technology industry and their potential impact on the company's credit rating and outlook [4]. - The company’s leverage status is rated 9/9, indicating strong financial leverage management despite the current challenges [6].