Analysis of Baize Medical (02609.HK) as a Hot Hong Kong Stock

Baize Medical (02609.HK), as a full-cycle oncology medical service company, operates 8 hospitals providing screening, diagnosis, treatment, and rehabilitation services [0]. In H1 2025, it achieved revenue of HK$630.22 million but a net loss of HK$30.29 million, indicating it is still in the loss phase [0]. Recently, the company hosted the 2025 Oncology Rehabilitation Forum and released the “Oncology Rehabilitation Expert Consensus (2025)”, highlighting its professional position in the oncology rehabilitation field [0]. Meanwhile, Green Economy (01315.HK) sold 2.7486 million shares of Baize Medical at a total consideration of approximately HK$30.2 million. This equity change may attract market attention [0]. Although the company’s stock price fell by 3.617% to HK$4.530 on December 9, 2025, its trading volume reached 33,600 shares and the volume ratio was 4.01, far higher than the average level, indicating a significant increase in trading activity [0].

1. Event-driven rise in attention
   : Baize Medical hosted a professional forum and released industry consensus, enhancing its influence in the oncology rehabilitation field, which may attract investor attention [0].
2. Impact of equity changes
   : Green Economy’s share sale may trigger market speculation about the company’s equity structure and strategic direction, thus boosting attention [0].
3. Volume-price divergence phenomenon
   : Although the stock price fell in the short term, the trading volume increased significantly, indicating increased market interest in the target and the existence of long-short game [0].

1. Continuous loss risk
   : The company was still in a net loss state in H1 2025, and its profitability needs to be improved [0].
2. Stock price volatility risk
   : The current stock price has fallen sharply compared to the 52-week high of HK$19.880, and investors need to pay attention to the risk of stock price volatility [0].
3. Uncertainty of equity changes
   : Green Economy’s share sale may trigger subsequent changes in equity structure, with certain uncertainties [0].

1. Industry development potential
   : The demand for oncology medical services continues to grow, and the company has development potential as a full-cycle service provider [0].
2. Enhanced influence in professional fields
   : By hosting forums and releasing expert consensus, the company’s professional position in the oncology rehabilitation field has been strengthened, which is conducive to long-term development [0].

Baize Medical (02609.HK) became a target on the Hot List of Hong Kong Stocks due to factors such as the holding of professional forums, equity changes, and increased trading volume. The company is currently in the loss phase but has professional influence in the oncology rehabilitation field. The stock price fell in the short term but trading volume is active; investors need to pay attention to its profitability improvement and the impact of equity changes.