证券之星消息，1月22日南向资金减持106.2万股平安好医生（01833.HK）。近5个交易日中，获南向资 金减持的有4天，累计净减持711.65万股。近20个交易日中，获南向资金增持的有15天，累计净增持 1948.58万股。截至目前，南向资金持有平安好医生（01833.HK）4.75亿股，占公司已发行普通股的 21.99%。 平安健康医疗科技有限公司是一家通过移动平台和线下资源从事提供医疗及健康服务的公司。该公司通 过两个分部开展其业务。医疗服务分部主要从事在线咨询、转诊及预约挂号、住院安排、疾病诊疗及相 关药品、医疗器械销售。健康服务分部提供多种整合医疗健康机构服务的标准化健康服务包，以满足用 户健康相关需要，覆盖体检、养老、齿科、抗衰、泛健康等多品类及服务形态。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数 (股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-01-22 | 4.75 Z | -106.20万 | -0.22% | | 2 ...

Group 1 - The app "Demumu" reflects the anxiety of the solo living population, particularly among the elderly, who show a strong desire for being seen and confirmed safe [1][2] - The average daily check-in duration for elderly users is over 170 days, with some users checking in for more than 1160 days, indicating a high level of engagement [1][3] - 65% of elderly users on the platform are either living alone or are empty nesters, highlighting the need for companionship and new experiences [1][3] Group 2 - The phenomenon of check-in activities signifies the elderly's acceptance of smart elderly care services and indicates a shift towards intelligent and digitalized elderly care models [2][5] - The demand for emotional companionship among the elderly is strong, with AI chat functions being well-received, as users enjoy interacting with virtual characters [5][6] - The aging population in China is projected to reach 310 million by the end of 2024, with a significant increase in the number of elderly living alone, creating a pressing need for enhanced elderly care services [3][6] Group 3 - The Chinese government is promoting the integration of technology in elderly care services, encouraging the use of AI, big data, and smart devices for health monitoring and personalized services [7][8] - Insurance companies are leveraging their resources to create differentiated elderly care service systems, combining insurance with technology and services to meet the evolving needs of the elderly [8][9] - Companies like Ping An are expanding their smart elderly care services across 100 cities, with plans to increase coverage and enhance service offerings based on customer feedback [8][9]

据悉，早在2022年，中国平安就推出了居家长者每日打卡激励计划。该功能上线1200多天以来，共计打 卡超过1000万人次，已守护6万多名长者，其中65%为独居空巢长者。依托过往运营经验与用户反馈， 本次升级推出了"岁岁平安"守护计划。中国平安居家养老用户不仅可以每日打卡"报平安"，还可根据自 身情况自主选择设定3日或5日为提醒周期，若连续未打卡时间超出提醒周期，由平安管家通过短信、微 信、AI管家等多种方式联系其紧急联系人。 为了更好地守护长者居家养老安全，中国平安推出的"平安管家"服务品牌还提供包含智能设备、平台监 测与人工协助的全套服务体系，长者可以按需选配。通过接入跌倒监测雷达、智能音箱等设备，可识别 长者跌倒、昏迷等异常风险，助力紧急求助。配合自研预警平台，衔接7×24小时在线的管家团队，系 统可实现秒级响应。如遇紧急状况，平安管家可第一时间协调各方资源，安排线下救援服务，实现 从"线上打卡"到"线下救援"的全流程闭环。 本报讯 （记者冷翠华）随着独居长者们的安全诉求日益增长，为了进一步提升居家养老安全守护水 平，1月20日起，中国平安旗下自营医疗旗舰平安好医生升级上线"岁岁平安"守护计划。该计划在每 ...

为了更好地守护长者居家养老安全，平安推出的"平安管家"服务品牌还提供包含智能设备、平台监测与 人工协助的全套服务体系，长者可以按需选配。通过接入跌倒监测雷达、智能音箱等设备，可识别长者 跌倒、昏迷等异常风险，助力紧急求助。配合自研预警平台，衔接7×24小时在线的管家团队，系统可 实现秒级响应。如遇紧急状况，平安管家可第一时间协调各方资源，安排线下救援服务，实现从"线上 打卡"到"线下救援"的全流程闭环。 在"十五五"规划指引下，积极应对人口老龄化，推动养老事业和产业协同发展成为重要战略方向。中国 平安坚持深化"综合金融+医疗养老"战略，汲取10余年保险及医疗行业运营管理经验，通过保险、医 疗、投资、科技等多个业务条线协同运作，代表支付方，整合供应方，打造专业的家庭医生与养老管 家，着力推行"四到+六最"医疗健康养老布局。通过"到线、到院、到家、到企"的"四到"医疗健康服务 体系，最终实现"六最"的目标，帮助客户找到最合适的医生、最合适的医院，用最适合的治疗方案，采 用最适合的药物或药械，在客户最适合的时间，实现最满意的客户体验和治疗效果。截至2025年9月 末，在平安近2.50亿的个人客户中有近63%的客户同 ...

Group 1 - The core point of the article highlights that southbound funds have increased their holdings in Ping An Good Doctor (01833.HK) by 3.1442 million shares on January 19, with a total net increase of 14.5367 million shares over the past five trading days [1] - Over the last 20 trading days, there have been five days of net reductions in holdings by southbound funds, totaling 13.2186 million shares [1] - As of now, southbound funds hold 485 million shares of Ping An Good Doctor, representing 22.41% of the company's total issued ordinary shares [1] Group 2 - Ping An Good Doctor is a company engaged in providing medical and health services through mobile platforms and offline resources [1] - The company operates through two segments: the medical services segment, which includes online consultations, referrals, appointment scheduling, hospitalization arrangements, disease diagnosis, and related sales of pharmaceuticals and medical devices [1] - The health services segment offers a variety of standardized health service packages that integrate services from medical health institutions to meet users' health-related needs, covering areas such as physical examinations, elderly care, dental services, anti-aging, and general health [1]

Core Insights - The "First Beijing Trademark Brand Festival" was held on January 16, where the "Beijing Key Trademark Protection Directory" for 2025 was officially released, highlighting brands with high recognition and market leadership [1][3] - Ping An Good Doctor and Ping An Housekeeper were both selected for the directory, reflecting their strong brand reputation and market credibility [1][3] Group 1: Ping An Good Doctor - Established in 2014, Ping An Good Doctor aims to create a new model of Health Maintenance Organization (HMO) with Chinese characteristics, leading high-quality development in the healthcare sector [4] - The company has built a global medical service network and a leading team of doctors, successfully listed on the Hong Kong Stock Exchange in 2018 [4] - It has developed a comprehensive service network covering various healthcare scenarios, supported by its AI-driven services, which have served over 10 million users with a daily consultation rate exceeding 300,000 and a satisfaction rate above 98% [4] Group 2: Ping An Housekeeper - Launched in 2022, Ping An Housekeeper focuses on the core needs of the elderly, providing a comprehensive home care solution throughout their life cycle [5] - The service includes three major plans: illness management, safety assistance, and elderly care, supported by a team of doctors and specialists [5] - The service has achieved significant recognition, including being the first home care service to receive a five-star rating from the China Quality Certification Center, and has expanded to cover 100 cities with nearly 240,000 clients served [5]

Group 1 - Ping An Good Doctor has accumulated extensive experience in healthcare management and established a global medical service network, with a leading in-house doctor team, and was listed on the Hong Kong Stock Exchange in 2018 [1] - The company focuses on building a comprehensive service network covering "online, in-hospital, at home, and at enterprises," creating a closed-loop healthcare service that spans all scenarios and life cycles [1] - Ping An Good Doctor leverages its self-developed "Ping An Medical Assistant" AI model and the "7+N+1" product system to enhance service quality and efficiency, serving over 10 million users with an average of over 300,000 consultations per day and a satisfaction rate exceeding 98% [1] Group 2 - Ping An Butler, under the "9073" elderly care framework, has developed a one-stop home care solution covering the entire life cycle, emphasizing three major service plans: "care when sick, assistance for safety, and protection for aging" [1] - The service model includes "1 doctor butler + N specialist teams + case management teams," providing longevity management, chronic disease management, and medical treatment services, along with innovative travel products in locations like Huangshan, Anhui, and Yidu, Hubei [1] - At the "First Beijing Trademark Brand Ceremony," Ping An Good Doctor and Ping An Butler were both selected for the "Beijing Key Trademark Protection Directory" for 2025, reflecting their strong brand reputation and solid business moat [3]

Core Viewpoint - The "First Beijing Trademark Brand Ceremony" highlighted the inclusion of "Ping An Good Doctor" and "Ping An Housekeeper" in the 2025 "Beijing Key Trademark Protection List," recognizing their brand value and market influence [1][2]. Group 1: Trademark Protection - The establishment of the "Beijing Key Trademark Protection List" aims to protect registered trademarks with high recognition and market leadership in Beijing [2]. - The evaluation process for the list is organized by the Beijing Trademark Association, utilizing a strict selection from an expert pool composed of industry associations and academic institutions [2]. Group 2: Ping An Good Doctor - "Ping An Good Doctor" has built significant market recognition since its establishment in 2014, becoming synonymous with professionalism and reliability in the healthcare sector [3]. - The company aims to create a unique Chinese-style Health Maintenance Organization (HMO) model, leveraging its extensive medical management experience and a global service network [4]. - The company has developed a comprehensive service network that includes "to line, to hospital, to home, and to enterprise" services, forming a closed-loop healthcare service system [4]. - The AI-driven services of "Ping An Good Doctor" have served over 10 million users, with daily consultations exceeding 300,000 and a satisfaction rate above 98% [4]. Group 3: Ping An Housekeeper - Launched in 2022, "Ping An Housekeeper" focuses on the core needs of the elderly, providing a comprehensive home care solution throughout their life cycle [5]. - The brand offers three major service plans: management during illness, safety assistance, and elder care, supported by a team of doctors and specialists [5]. - "Ping An Housekeeper" has established six group standards in the home care sector, becoming a significant reference for industry standardization [6]. - The service has achieved a 100% response rate for its "smart guardian" alerts and has covered 100 cities, serving nearly 240,000 clients [6].

Core Insights - The Chinese elderly care industry is experiencing rapid growth as the demand shifts from basic care to quality living, with a preference for home-based care among the elderly population [1] - New models such as travel care, mutual assistance care, and smart care are emerging, reflecting a trend towards specialized, convenient, and emotional service needs [1] Group 1: Project Launch and Features - The "Ping An Travel Project" was launched on January 17, 2025, in Yidu, co-hosted by Ping An Health Internet Company and local government entities [1] - The project integrates insurance, cultural tourism, and health care resources, creating a unique service that combines professional elderly care with local cultural attractions [2] - The project emphasizes an "elderly-friendly, one-stop, and supervised" service design, optimizing travel arrangements and medical support for elderly users [2] Group 2: Achievements and Future Plans - Since its operation began in October 2025, the Yidu Ping An Travel Project has hosted over 600 teams and served more than 20,000 elderly travelers [2] - Future plans include seasonal travel experiences such as "spring flower viewing" and "winter hot springs," aiming to enhance the quality of elderly care services [2] Group 3: Comprehensive Elderly Care Strategy - Ping An Good Doctor is a key player in the medical and elderly care ecosystem, focusing on a "comprehensive finance + medical elderly care" strategy [4] - The company has developed a home-based elderly care model that combines smart devices, concierge services, and medical resources to create an all-encompassing care solution [4] - The "Ping An Caretaker" service network has expanded to cover 100 cities, with a growth rate exceeding 33% in 2025, providing services to nearly 240,000 clients [5]

随着我国老年群体需求从"基础照料"向"品质生活"的不断升级，中国养老产业正迎来高速发展期，以满足多元化的养老需求。据相关调查显 示，"居家养老"是多数备老人群的首选，与此同时，旅居养老、互助养老、智慧养老等新兴模式逐渐兴起，老年人对服务的需求不再局限于基 本生活保障，而是向着专业化、便捷化、情感化的方向演进。 1月17日，"'平安福地 万事都宜'平安旅居项目启动暨清江湾文旅嘉年华活动"在宜都市成功举办，本次活动由宜都市人民政府主办，平安健康 互联网股份有限公司（简称：平安好医生,港股代码01833.HK）与宜都市文化和旅游局、宜都市国通投资开发有限责任公司承办。 保险+文旅+康养联动，平安好医生再度打造旅居养老平安样本 宜都旅居项目由平安集团与宜都国投集团联合打造，深度融合保险、文旅、康养三大板块资源，创新性开展品牌赋能和在地深耕，将专业养老 服务与当地人文景区结合，打造以"峡江"文化为主题的宜都短居特色服务，让长者轻松自在、安全健康的体验"移动的家"。 在场景设计上，宜都平安旅居项目充分依托宜都优质的山水人文资源，覆盖三峡千古情、清江湾旅游度假区、三峡大坝等多元文化风情和康养 场景；在服务设计上，宜都平安旅 ...