Analysis of Recent Popularity and Market Performance of Baize Medical (02609.HK)

Baize Medical (02609.HK) is a listed company in the medical services sector with a market capitalization of approximately HK$541 million [4]. It has recently become a market hotspot driven by two major catalysts: first, the management change announced on December 29, 2025, appointing Lü Chao as the new president [1][2][3][4]; second, winning the Gronghui ‘Annual Excellent Medical and Health Enterprise Award’ on December 25, 2025 [5].

From the perspective of price trends, the company’s stock price had been in a downward trend before the management change announcement, and continued to fall after the announcement, hitting a recent low of 3.730 HKD on December 30, 2025, with trading volume surging to 10,551,000 shares that day, indicating a strong market reaction [6]. Subsequently, the stock price rebounded slightly, closing at 3.890 HKD on January 2, 2026, with an increase of 2.10% [6].

Market sentiment is divided: at the institutional level, the company was included in the holding list of E Fund CSI Hong Kong Stock Connect Medical and Health ETF, indicating certain institutional allocation interest [7]; at the individual investor level, some users expressed concern about the continuous decline in stock price on community platforms, even questioning the risk of delisting or lack of rebound momentum [5], but some investors are optimistic about the long-term prospects of the oncology medical track.

1. Market reaction to management changes: Although management changes and industry awards are usually positive signals, Baize Medical’s stock price fell after the announcement, which may reflect investors’ uncertainty about the new management’s strategic direction or profit-taking pressure accumulated earlier.
2. Divergence between trading volume and price: Trading volume increased significantly the day after the announcement but the stock price continued to fall, indicating strong selling pressure in the market. The subsequent slight rebound may be a technical correction rather than a trend reversal signal.
3. Sentiment divergence between institutions and individual investors: The allocation interest of institutions contrasts with the concerns of individual investors, reflecting differences in market views on the company’s future development.

• Risks
  : Recent stock price fluctuations are large, and short-term trends are unstable; since its listing, the stock price has fallen by about 7.8% from the issue price of 4.22 HKD, and if performance fails to meet expectations, it may further affect the stock price [8]; the oncology medical service market is highly competitive, and the company needs to continuously improve its competitiveness.
• Opportunities
  : As a full-cycle oncology medical service provider, the company is in a fast-growing medical track; winning industry awards reflects its recognition in the field; being included in the ETF holding list helps improve liquidity and market attention.

Baize Medical (02609.HK) has recently become a market hotspot due to management changes and industry awards, but its stock price performance is volatile. Investors need to pay attention to:

• Support level: Around 3.700 HKD
• Resistance levels: The integer mark of 4.000 HKD and the previous high of 4.300 HKD
• Subsequent performance and strategic adjustments by the new management

The analysis is based on public market data and news reports, for investors’ reference.