Core Insights - Ping An Good Doctor reported a revenue of 3.725 billion RMB for the first nine months of 2025, representing a 13.6% increase from 3.279 billion RMB in the same period last year [2][3] - The net profit for the same period was 184 million RMB, a significant increase of 72.6% compared to 107 million RMB in the previous year [3] - Adjusted net profit reached 216 million RMB, up 45.7% from 148 million RMB year-on-year [3] Financial Performance - Revenue for the first nine months of 2025: 3,724,608 thousand RMB, up from 3,278,945 thousand RMB in 2024 [3] - Net profit for the first nine months of 2025: 183,841 thousand RMB, compared to 106,527 thousand RMB in 2024 [3] - Adjusted net profit for the first nine months of 2025: 216,135 thousand RMB, compared to 148,295 thousand RMB in 2024 [3] Strategic Initiatives - The company aims to enhance collaboration with Ping An Group and promote the digitalization and AI integration of core services to improve user satisfaction and reputation [2][3] - The focus is on transforming health insurance service consumption through a more integrated experience [2] Leadership Changes - In October 2025, the company announced the resignation of CEO Li Dou, with Guo Xiaotao appointed as the new chairman and He Mingke as the new CEO [2] Market Position - As of the latest closing, Ping An Good Doctor's stock price was 15.48 HKD, with a market capitalization of 33.459 billion HKD [4]

10月23日，平安好医生公布三季报发布。财报显示，前三季度，公司总收入为37.25亿，同比增长 13.6%；经调整后净利润达2.16亿，较上一年同期增长45.7%。其中，F端及B端企康业务收入同比增长 21.5%，期内累计服务企业客户数超4500家。 截至6月末，平安集团近2.47亿个人客户中，有近63%的客户同时享有医疗养老生态圈提供的服务权 益，其客均合同数、客均AUM分别为不享有该生态圈服务权益的个人客户的1.5倍、4.1倍。同时，2025 年上半年，享有医疗养老生态圈服务权益的客户覆盖平安人寿新业务价值占比近7成。居家养老方面， 报告期内，公司重点打磨医疗服务、健康管理、急难救援、远程照护等服务，并携手产、学、研制定并 发布两项智慧养老平台团体标准，推动居家养老行业规范化发展。截至报告期末，居家养老服务权益用 户数较2024年末增长41%。 2025年前三季度，公司累计服务企业客户数超4500家，B端付费用户数较上一年同期增长达30.6%，保 持良好增长态势。截至报告期末，家医会员权益覆盖用户数已超4000万人。 此外，在医疗AI全面赋能场景应用下，公司持续强化应用深度，赋能提升专业医疗服务品质与服务 ...

董事會指本公司的董事會； 首席執行官指董事會不時委任的負責公司管理的本公司高級管理人員； 公 司 指平安健康醫療科技有限公司 ( P I N G A N H E A L T H C A R E A N D TECHNOLOGY COMPANY LIMITED)； PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED 平安健康醫療科技有限公司 董事會可持續發展委員會工作細則 定義 在本工作細則內： 可持續發展委員會指按董事會決議根據本工作細則設立的可持續發展委員會； 公司秘書指本公司公司秘書； 董事指董事會的成員； 集團指公司、其附屬公司及其運營實體； 運營實體指本公司根據合約安排在中國境內控制的運營實體； 上市規則指《香港聯合交易所有限公司證券上市規則》（經不時修訂）； 高級管理人員指本公司首席執行官、總經理、副總經理、財務負責人，以及經董 事會不時確定為本公司高級管理人員的本集團的任何有關其他職員； 管理層指本集團內履行行政管理職責的任何人； 股東指本公司不時的股東；及 聯交所指香港聯合交易所有限公司。 1 第一章 總則 第一條 為完善公司治理，全面、積極履行公 ...

Core Insights - Ping An Good Doctor reported a total revenue of 3.725 billion yuan for the first three quarters, representing a year-on-year growth of 13.6% [1] - The adjusted net profit reached 216 million yuan, an increase of 45.7% compared to the same period last year [1] - The company has served over 4,500 corporate clients, with revenue from F-end and B-end enterprise health management business growing by 21.5% [1][2] Financial Performance - Total revenue for the first three quarters was 3.725 billion yuan, up 13.6% year-on-year [1] - Adjusted net profit was 216 million yuan, reflecting a 45.7% increase from the previous year [1] - B-end paid user count grew by 30.6% year-on-year [2] Business Strategy - The company is advancing the "insurance-medical collaboration" model and enhancing the "insurance + elderly care membership" service system [1] - Collaboration with financial payment partners has been strengthened to improve product and service competitiveness [1] - The customer base enjoying the medical-elderly care ecosystem services is significantly larger, with average contract numbers and average assets under management (AUM) being 1.5 times and 4.1 times higher, respectively, than those not enjoying these services [1] Elderly Care Services - In the third quarter, the company focused on refining services such as medical care, health management, emergency rescue, and remote care [1] - Two group standards for smart elderly care platforms were developed in collaboration with industry, academia, and research institutions [1] - The number of users benefiting from home elderly care services increased by 41% compared to the end of 2024 [1] AI Integration - The company has launched a "7+N+1" medical AI product system to enhance the quality and efficiency of professional medical services [2] - The accuracy of complex disease MDT (multidisciplinary team) treatment plans has improved to nearly 90% [2] - The average service cost per family doctor has decreased by 52% year-on-year due to AI integration [2]

北京商报讯（记者 王寅浩 宋雨盈）10月23日，平安好医生公布截至2025年9月30日止九个月期间的业绩 显示，今年前三季度，平安好医生录得总收入37.25亿元，同比增长13.6%；净利润1.84亿元，同比增长 72.6%；经调整后净利润2.16亿元，同比增长45.7%。 报告期内，平安好医生F端及B端企康业务收入同比增长21.5%。其中，F端医险协同不断深化、产品能 力持续提升。同时，平安好医生推出"7+N+1"医疗AI产品体系，实现"数据+模型+场景"闭环，目前，复 杂疾病MDT（多学科会诊）治疗方案准确率进一步提升至近90%，助力家医客均服务成本同比下降 52%。 ...

人民财讯10月23日电，平安健康医疗科技有限公司(股票简称"平安好医生")公布截至2025年9月30日止 九个月期间的业绩显示，今年前三季度，公司录得总收入37.25亿元，同比增长13.6%；净利润1.84亿 元，同比增长72.6%；经调整后净利润2.16亿元，同比增长45.7%。 ...

近年来，公司坚实践行平安集团"综合金融+医疗养老"双轮驱动战略，通过线上线下相结合，AI全面赋 能业务应用，打磨以到线服务为核心、高效串联到店、到企、到家的闭环服务体系。其中，自有家庭医 生团队在北京大学国际医院、世界家庭医生组织的双重认证基础上，凭借医疗AI与优质四到服务网络 的协同加持，为用户提供咨询、诊疗、服务的全生命周期主动医疗健康管理。截至报告期末，家医会员 权益覆盖用户数已超4000万人。与此同时，作为参与起草全国首个家医服务团体标准《家庭医生远程与 互联网健康服务规范》的唯一企业机构，公司联合多个行业协会、权威专家，持续推动家医团标在全国 100个城市规范应用。截至目前，在广州、深圳、济南、北京、杭州、成都等地已先后落地该团标试点 单位建设，高度契合国家"医疗卫生强基工程"以及"家庭医生签约有感三年行动计划"，受到全国各地基 层卫生机构的欢迎。 此外，在医疗AI全面赋能场景应用下，公司持续强化应用深度，赋能提升专业医疗服务品质与服务效 率。报告期内，推出"7+N+1"医疗AI产品体系，实现"数据+模型+场景"闭环，目前，复杂疾病MDT(多 学科会诊)治疗方案准确率进一步提升至近90%，助力家医客 ...

Core Insights - Ping An Good Doctor (01833) reported a total revenue of RMB 3.725 billion for the first three quarters, representing a year-on-year growth of 13.6% and a net profit of RMB 184 million, up 72.6% from the previous year [1] - The adjusted net profit reached RMB 216 million, reflecting a 45.7% increase compared to the same period last year [1] Group 1: Business Performance - The revenue from F-end and B-end corporate health management business grew by 21.5% year-on-year [1] - The company has served over 4,500 corporate clients by the end of the reporting period, with B-end paying users increasing by 30.6% year-on-year [1] Group 2: Service Model and AI Integration - The company collaborates with Ping An Group to integrate F-end and B-end corporate health traffic, combining online and offline services with comprehensive AI applications [2] - The family doctor service has reached over 40 million users, supported by a certified team and AI capabilities [2] - The home care service model has seen a 41% increase in user rights compared to the end of 2024 [2] Group 3: AI Capability Enhancement - The application of AI technology has significantly improved the quality and efficiency of professional medical services, with the accuracy of complex disease MDT treatment plans rising to nearly 90% [2] - The average service cost for family doctors has decreased by approximately 52% year-on-year due to AI integration [2] - The company plans to continue expanding AI applications across various complex diseases and business scenarios to enhance medical service efficiency and quality [2]

Core Insights - Ping An Good Doctor (01833) reported a total revenue of RMB 3.725 billion for the first three quarters, representing a year-on-year growth of 13.6% [1] - The net profit reached RMB 184 million, a significant increase of 72.6% compared to the previous year, while the adjusted net profit was RMB 216 million, up 45.7% year-on-year [1] Group 1: Business Performance - The revenue from the F-end and B-end corporate health management business grew by 21.5% year-on-year [1] - The number of corporate clients served exceeded 4,500 by the end of the reporting period, with B-end paying users increasing by 30.6% year-on-year [1] Group 2: Service Expansion and AI Integration - The company is enhancing its service model by integrating online and offline channels, leveraging AI to improve service quality and efficiency [2] - The family doctor service has reached over 40 million users, supported by a certified team and AI capabilities [2] - The home care service user base grew by 41% compared to the end of 2024, focusing on a warm "insurance + home care" service model [2] Group 3: AI Capability Development - The application of AI technology has significantly improved the quality and efficiency of professional medical services, with the accuracy of complex disease MDT treatment plans reaching nearly 90% [2] - The average service cost for family doctors decreased by approximately 52% year-on-year due to AI integration [2] - The company plans to continue expanding AI applications across various complex diseases and business scenarios to enhance medical service efficiency and quality [2]

Core Viewpoint - Ping An Good Doctor (1833.HK) reported steady growth in its operational performance for the first three quarters of 2025, with total revenue reaching 3.725 billion, a year-on-year increase of 13.6%, and adjusted net profit of 216 million, up 45.7% [1] Financial Performance - Total revenue for the first three quarters was 3.725 billion, reflecting a 13.6% year-on-year growth [1] - Adjusted net profit reached 216 million, marking a 45.7% increase compared to the previous year [1] Business Development - The company has integrated online and offline services, leveraging AI to enhance business applications [1] - The focus is on a closed-loop service system centered around home medical services, effectively connecting in-store, enterprise, and home services [1] User Engagement - The number of users covered by home medical membership rights has exceeded 40 million [1] - The user base for home elderly care service rights has grown by 41% compared to the end of 2024 [1] AI Product System - The "7+N+1" medical AI product system has achieved a closed loop of "data + model + scenario" [1] - The accuracy of complex disease MDT (multidisciplinary team) treatment plans has improved to nearly 90% [1]