以9月5日收盘价计算，京东健康目前市盈率（TTM）约39.49倍，市净率（TTM）约3.22倍，市销率（TTM）约2.86倍。 市净率(LF)历史分位(%) 001 900 82 49 80 70 68x29 60 52025 50 47d02 40 x0.6 39d 4 30 20 15×31 10 2.41 0 -30 2n- 制图数据来自恒生聚源数据库 公司主要从事"互联网+医疗健康"生态系统业务，主要为客户提供医药和健康产品、互联网医疗、健康管理及智能医疗保健解决方案及为业务合作伙伴提供 市场营销服务。主要在国内市场开展业务。 历年营收、净利同比增长情况(%) 京东健康2024年营业收入构成(亿元) 服务 爱 93.642 商品收入-医药 和健康产品销售 487.9 商品收入-医药和健康产品销售 服务收入-平台、广告及其他服务 制图数据来自恒生聚源数据库 历年人均创利/创收情况(万元) 1,800 - 1740.89 1723.02 1500 1,200 900 600 300 0 - T T 2020 2021 2022 2023 -○- 人均创收 -○- 人均创利 制图数据来自恒生聚源数据库 20 ...

Group 1 - Omron will launch five new electronic blood pressure monitors on JD Health, enhancing health management for consumers [1] - The demand for home electronic blood pressure monitors is increasing due to the rise in hypertension patients, which currently stands at 245 million in China [3] - The X1-A smart blood pressure monitor features medical-grade measurement standards and a comfortable cuff design, making it user-friendly and efficient for health monitoring [3] Group 2 - JD Health and Omron have maintained a stable partnership for over a decade, focusing on business resource integration and consumer research [3] - A new strategic cooperation will deepen collaboration in three areas: new product launches, efficient health data connectivity, and AI technology applications in health management [4] - Recent product launches include the intelligent atrial fibrillation risk alert blood pressure monitor, aimed at providing accessible cardiovascular disease screening services [4]

Stock Codes: 6618 (HKD counter) and 86618 (RMB counter) 股份代號：6618 (港幣櫃台)及 86618 (人民幣櫃台) JD Health International Inc. 京東健康股份有限公司 （於開曼群島註冊成立的有限公司）(A company incorporated in the Cayman Islands with limited liability) Interim Report 2025 中期報 告 目錄 | 2 | 公司資料 | | --- | --- | | 4 | 管理層討論與分析 | | 14 | 其他資料 | | 29 | 簡明合併財務報表的審閱報告 | | 30 | 簡明合併損益表 | | 31 | 簡明合併綜合收益表 | | 32 | 簡明合併財務狀況表 | | 34 | 簡明合併權益變動表 | | 35 | 簡明合併現金流量表 | | 36 | 簡明合併財務報表附註 | | 57 | 釋義 | 公司資料 董事會 執行董事 金恩林 （首席執行官） 非執行董事 劉強東 （主席） Qingqing Yi 獨立非執行董事 陳興 ...

Core Insights - The China Securities Index for online consumption (931481) has shown a strong increase of 1.45% as of September 5, 2025, with notable gains in constituent stocks such as China Film (600977) up by 10.04% and Giant Network (002558) up by 8.14% [1] - The online consumption ETF (159793) has risen by 2.71%, currently priced at 1.06 yuan, and has accumulated a 5.62% increase over the past month [1] - The ETF is positioned as an AI application ETF, closely tracking the online consumption index, which is expected to benefit from the explosion of AI applications [1] - The current price-to-earnings ratio (PE-TTM) of the online consumption ETF is 22.7, indicating it is at a historical low, being below 84.38% of the time over the past five years [1] Company and Industry Summary - The top ten weighted stocks in the online consumption index account for 51.84% of the total index, with Tencent Holdings (00700) and Alibaba-W (09988) being the largest contributors [2] - The performance of the top ten stocks includes Tencent Holdings up by 2.11% and Alibaba-W up by 1.00%, while JD Health (06618) has decreased by 1.48% [4] - The index includes companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of online consumption-related companies in the mainland and Hong Kong markets [1]

| 股票名称 | 沽空金额 | 沽空比率↓ | | 偏离值 | | --- | --- | --- | --- | --- | | 友邦保险-R(81299) | 6.60 万元 | 100.00% | 32.89% | | | 京东健康-R(86618) | 155.43 万元 | 100.00% | 25.10% | | | 京东集团-SWR(89618) | 455.89 万元 | 99.04% | 45.15% | | | 比亚迪股份-R(81211) | 414.90 万元 | 89.57% | 23.48% | | | 腾讯控股-R(80700) | 152.35 万元 | 84.79% | 38.67% | | | 中国移动-R(80941) | 740.50 万元 | 77.49% | 28.68% | | | 中银香港-R(82388) | 126.95 万元 | 77.34% | 32.75% | | | 美团-WR(83690) | 189.76 万元 | 74.54% | 12.95% | | | 联想集团-R(80992) | 83.93 万元 | 63.87% | 10.08% | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 京东健康股份有限公司 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06618 | | 說明 | | | | | | | | 多櫃檯證券代號 | 86618 | RMB | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | USD | | 0.0000005 | USD | | 50,000 | | 增加 / 減少 (-) | | | | 0 | | | USD | | 0 | | 本月底結存 | | | 100,000,000, ...

| 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 华润啤酒-R(80291) | 25.97 万元 | 100.00% | 50.97% | | 联想集团-R(80992) | 61.92 万元 | 100.00% | 46.84% | | 安踏体育-R(82020) | 27.30 万元 | 100.00% | 24.69% | | 李宁-R(82331) | 6.66 万元 | 100.00% | 42.79% | | 京东健康-R(86618) | 3.51 万元 | 100.00% | 27.73% | | 友邦保险-R(81299) | 89.20 万元 | 93.01% | 27.40% | | 京东集团-SWR(89618) | 52.08 万元 | 89.47% | 37.34% | | 腾讯控股-R(80700) | 287.70 万元 | 88.23% | 44.51% | | 比亚迪股份-R(81211) | 316.04 万元 | 84.96% | 19.61% | | 新鸿基地产-R(80016) | 25.21 万元 ...

研究还揭示了在传统人口学风险预测因素以外的关键行为特征。例如，购买"加大码服装""酒精""打火 机及吸烟配件"等商品与超重/肥胖风险显著相关。这表明，日常消费行为背后可能隐藏着重要的健康线 索。 研究发现，心血管－肾脏－代谢（CKM）疾病在疾病发展轨迹中占据核心地位。例如，高血压患者未 来最常见的20种共病中，超过一半属于CKM疾病，包括慢性缺血性心脏病（47.79%）、脑梗死 （43.34%）、2型糖尿病（29.88%）等。同样，糖尿病、脑梗死、心力衰竭等CKM疾病也高度互为"上 游"或"下游"。 疾病发展有"轨迹"：CKM疾病互为上下游 电商消费数据或可"预知"健康风险 第一项研究《利用电商平台行为数据进行常见慢性疾病预测》开创性地将用户在电商平台上的购买、加 购和浏览行为与健康状况关联。研究团队构建了涵盖13354个商品类目的"类目指数"，并结合年龄、性 别等人口统计学特征，对超重/肥胖、高血压、糖尿病、慢性肾病等8种常见慢性病进行风险预测。 第二项研究《基于人群时序疾病轨迹分析的慢性病风险预测》则从宏观医疗数据入手，研究团队与山东 省卫健委及北方健康医疗大数据公司合作，分析了2016年至2024年间中 ...

Group 1 - FTSE Russell announced changes to the FTSE China 50 Index and FTSE China A50 Index, effective after market close on September 19, 2025 [1] - The FTSE China A50 Index will include companies such as BeiGene Ltd (688235.SH), Xinyisheng (300502.SZ), WuXi AppTec (603259.SH), and Zhongji Xuchuang (300308.SZ) [1] - Companies removed from the FTSE China A50 Index include China National Nuclear Power (601985.SH), China Unicom (600050.SH), Guodian Nanjing Automation (600406.SH), and Wanhua Chemical (600309.SH) [1] Group 2 - The FTSE China A50 Index serves as an important reference for overseas investors, and historical adjustments to the index typically attract significant passive capital from abroad [1] - The FTSE China 50 Index remains unchanged, with only the list of candidate stocks updated to include China Hongqiao Group (01378), Hansoh Pharmaceutical (03692), Huatai Securities (06886), JD Health (06618), and New China Life Insurance (01336) [1]

港股互联网医疗股拉升，其中，平安好医生一度涨超16%表现十分抢眼，且再度刷新阶段新高，方舟健 客盘中涨至9%，阿里健康涨超3%，叮当健康涨2.5%，京东健康涨1.1%。 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 01833 | 平安好医生 | 22.740 8.39% | | 06086 | 方舟健客 | 4.220 6.03% | | 00241 | 阿里健康 | 6.310 3.27% | | 09886 | 叮当健康 | 0.810 2.53% | | 06618 | 京东健康 | 63.750 1.11% | 消息上，过去一段时间来，平安好医生、阿里健康、京东健康、微医等纷纷押注AI。一方面是有着AI 基因的平台给资本更大的想象空间。另一方面，从自身来看，AI让这些平台从卖药、卖广告、卖挂号 三大低毛利场景里挣脱出来。政策层面来看，人工智能辅助诊断被国家医保局列入价格构成。业内普遍 认为，在下一个十年里，AI 将改写医疗行业的成本结构、服务半径和商业模式。 ...