Core Insights - The 8th China International Import Expo (CIIE) is being held in Shanghai from November 5 to 10, showcasing global health and nutrition trends through partnerships with nine renowned health brands [1] - JD Health is leveraging its platform to introduce cutting-edge health products and research findings to Chinese consumers, enhancing the national health landscape [1] Group 1: Strategic Partnerships - JD Health signed a strategic cooperation agreement with GNC to enhance cardiovascular health initiatives and establish high industry standards [1] - A collaboration with the international vitamin brand Centrum aims to create a "Brain Vitamin White Paper" to advance brain health through a comprehensive ecosystem of research, products, and scenarios [2] - JD Health is deepening its partnership with Homart Group to develop integrated solutions tailored to Chinese consumer needs based on insights and nutritionist services [2] Group 2: Product Launches and Innovations - JD Health and NYO3 released a "Krill Oil Health Science White Paper" to educate consumers on krill oil benefits, alongside launching three anti-aging products [2] - In the youth nutrition sector, JD Health partnered with inne to establish "Calcium Quality Standards" for children's calcium supplements, ensuring quality and safety for parents [2] - The company is set to launch new products like "Academic DHA" and "Youth Vision" in collaboration with leading children's nutrition brands [3] Group 3: Market Positioning - JD Health aims to act as a bridge between global premium brands and the Chinese market, enhancing consumer access to high-quality nutrition products [3] - The company emphasizes its supply chain and platform advantages to continuously gather global scientific nutrition products for Chinese consumers [3]

Core Insights - The 8th China International Import Expo (CIIE) was held in Shanghai from November 5 to 10, showcasing JD Health's focus on global nutrition and health trends through partnerships with nine renowned health brands [1][2] Group 1: Strategic Collaborations - JD Health signed a strategic cooperation agreement with GNC to enhance cardiovascular health initiatives and establish high industry standards [1] - A partnership with the international vitamin brand Centrum aims to create a "Brain Vitamin White Paper" to develop a comprehensive ecosystem for brain health [1][2] - Collaboration with Homart Group will focus on developing integrated "product + service" solutions tailored to Chinese consumer needs [2] Group 2: Product Launches and Innovations - JD Health will launch the "Gold Standard Seal Oil" in collaboration with Noromega, setting a new quality benchmark for marine nutrition products [2] - A "Krill Oil Health Science White Paper" will be released in partnership with NYO3 to educate consumers on krill oil benefits [2] - New products targeting youth nutrition, including "Academic DHA" and "Youth Vision Improvement," will be launched in collaboration with various international brands [3] Group 3: Market Positioning and Goals - JD Health aims to establish a "JD Good Nutrition" standard to enhance consumer trust and promote high-quality international brands [2] - The company seeks to leverage its supply chain and platform advantages to connect global scientific nutrition products with Chinese consumers [3]

Core Insights - A strategic cooperation agreement was signed between the China Anti-Cancer Association and JD Health during the China Conference on Integrated Oncology, aiming to enhance cancer prevention and treatment through digital technology and academic resource integration [1][2] Group 1: Collaboration Focus Areas - The partnership will focus on three main areas: cancer prevention and education, physician empowerment, and industry-academia-research collaboration [1][2] - JD Health will integrate the CACA cancer guidelines into its AI medical tools, providing authoritative prevention and treatment concepts to users and patients [1] - A series of public education initiatives will be launched, including live broadcasts on cancer awareness and the release of a "Cancer Prevention Expert List" to encourage expert participation [1] Group 2: Physician Empowerment - JD Health will leverage the academic resources of the China Anti-Cancer Association to organize oncology academic conferences and include CACA guidelines in its oncology academic section [2] - A "Cancer Expert List" will be jointly published to support physician branding, and AI-assisted tools will be developed to enhance service efficiency and patient education [2] Group 3: Industry-Academia-Research Collaboration - JD Health will assist in promoting the research outcomes of association experts in cancer rehabilitation and facilitate technology transfer [2] - Joint research projects will be proposed based on JD's AI capabilities, and both parties will participate in the evaluation of research outcomes to foster innovation in cancer diagnosis and rehabilitation technologies [2] Group 4: Strategic Significance - This collaboration marks the first partnership between JD Health and the China Anti-Cancer Association, combining JD's extensive online cancer patient base and advanced AI algorithms with the association's academic authority and vast network of healthcare professionals [2] - The partnership aims to transition cancer prevention and treatment from "point solutions" to "integrated processes," creating a more efficient and collaborative cancer prevention ecosystem [2]

Core Insights - The collaboration between 欧加隆, 京东健康, and 雍禾医疗 aims to create a comprehensive hair health management ecosystem that includes online medication purchasing, health consultations, and offline specialized treatments for hair loss patients [1][3][4] - There is a significant demand for systematic and accessible hair health management in China, with approximately 250 million hair loss patients, particularly among younger demographics [3] - The partnership seeks to leverage each company's strengths in online platforms, digital technology, and professional services to enhance patient care and create a patient-centered service model [3][4] Company Contributions - 欧加隆 provides a comprehensive treatment plan for hair health, including both oral and topical solutions, and aims to connect quality resources and build a health ecosystem [3] - 京东健康 is enhancing its digital healthcare ecosystem by launching specialized hair clinics and offering standardized management services that cover the entire patient journey, from initial assessment to follow-up care [3] - 雍禾医疗 has established a standardized treatment service system in the hair health sector and focuses on innovative techniques for hair loss prevention and treatment [3][4] Industry Trends - The hair health management industry is shifting from traditional hair transplant services to a more diversified, personalized, and technology-driven approach [4] - The collaboration reflects a growing trend in the healthcare industry towards integrated services that combine online and offline resources to improve patient outcomes [3][4]

Core Insights - JD Health and Homart Group announced a deepened collaboration to develop new products tailored to Chinese consumers' needs, aiming to enhance the standardization, transparency, and scientific development of the nutrition and health industry in China [1][2] Group 1: Collaboration Details - The partnership will leverage JD Health's consumer insights and big data for precise product recommendations and content delivery, utilizing diverse formats like live streaming and short videos to connect emotionally with consumers [1] - Integrated services will be provided, including online consultations with doctors and nutritionists, creating a comprehensive "product + service" solution for consumers [1] - JD's advanced logistics system will ensure efficient and safe delivery of Homart's products nationwide, significantly improving the health consumption experience [1] Group 2: Company Background - Homart Group, a well-established Australian health company with 33 years of history, adheres to the philosophy of "global selection, natural health" and operates under strict Australian cGMP certification and TGA standards [2] - The flagship brand, SpringLeaf, focuses on combining natural ingredients with modern technology to offer safe and effective health support [2] - Homart has been actively promoting China-Australia cooperation and has participated in the China International Import Expo (CIIE) for seven consecutive years, receiving the "Best Achievement of CIIE" award in 2025 [2] Group 3: Future Outlook - JD Health aims to leverage its capabilities as a "global health new product online launch platform" to integrate international quality resources and collaborate with brands like Homart, driving the Chinese nutrition and health consumption market towards a more professional and user-centric phase [2]

Core Insights - JD Health and Noromega have announced a deep cooperation to launch Noromega's annual million-unit premium seal oil product on JD Health's global health new product online debut platform, aiming to enhance the marine health food quality ecosystem and promote the dietary nutrition industry towards refinement and specialization [1][2]. Group 1: Company Collaboration - JD Health has chosen to collaborate with Noromega due to its outstanding product quality and control capabilities in the marine nutrition category [2]. - Noromega's seal oil is sourced from high-quality raw materials in the pristine waters of the Arctic Circle and has received ORIVO 100% pure seal oil certification, setting a new quality benchmark in the marine nutrition category [2]. Group 2: Product Launch and Market Strategy - The collaboration marks the launch of the premium seal oil series, which reflects Noromega's commitment to enhancing product quality standards, particularly in core categories like seal oil [2]. - JD Health plans to continue partnering with global nutrition brands like Noromega to ensure the precise introduction and sustained growth of global nutrition new products in the Chinese market, providing consumers with scientific, safe, and effective health products and nutritional solutions [2].

Core Viewpoint - Southbound funds have increased their holdings in JD Health (06618.HK) by 605,600 shares on November 6, indicating a growing interest from investors in the company [1]. Group 1: Shareholding Changes - In the last 5 trading days, JD Health has seen an increase in holdings for 3 days, with a total net increase of 407,300 shares [1]. - Over the past 20 trading days, there have been 14 days of net increases, totaling 3,119,900 shares [1]. - As of now, southbound funds hold 279 million shares of JD Health, accounting for 8.72% of the company's total issued ordinary shares [1]. Group 2: Trading Data - On November 6, 2025, the total shareholding was 279 million, with a change of 605,600 shares, reflecting a 0.22% increase [2]. - On November 5, 2025, the total shareholding remained at 279 million, with a change of 409,400 shares, a 0.15% increase [2]. - On November 4, 2025, the total shareholding was 278 million, with a decrease of 210,300 shares, a -0.08% change [2]. - On November 3, 2025, the total shareholding was 279 million, with an increase of 331,100 shares, a 0.12% change [2]. - On October 31, 2025, the total shareholding was 278 million, with a decrease of 728,400 shares, a -0.26% change [2]. Group 3: Company Overview - JD Health is primarily engaged in providing pharmaceutical and health products, internet medical health services, health management, and intelligent medical health solutions [2]. - The company's business includes retail pharmacy and medical health services, with retail pharmacy operations conducted through self-operated and online platforms as well as instant retail channels [2]. - Medical health services are mainly provided through internet hospitals and medical models, along with online marketing services such as advertising [2].

Group 1 - The National Medical Products Administration (NMPA) released a new regulation for the quality management of online sales of medical devices, effective from October 1, 2025, aimed at enhancing supervision and ensuring public safety [9] - Ping An Health reported a revenue of 3.725 billion yuan and a net profit of 184 million yuan for the first three quarters of 2025, marking a 13.6% increase in revenue and a 72.6% increase in net profit year-on-year [15] - JD Health signed a strategic agreement with Guangzhou Pharmaceutical Group to enhance digital cooperation in the pharmaceutical sector [21] Group 2 - The first "Internet + Healthcare" demonstration zone in China has been fully established in Ningxia, achieving full coverage of medical alliances and significant cost savings in healthcare [13] - Jiuzhoutong reported a revenue of 38.221 billion yuan for the third quarter of 2025, a year-on-year increase of 5.41% [14] - Yuyue Medical's revenue for the third quarter reached 1.89 billion yuan, with a focus on AI applications [31] Group 3 - Meituan's "Original Drug Assistant" feature was launched to help users distinguish between original and generic drugs, with a significant increase in search volume for original drugs [23] - Alibaba Health is leveraging Xiaohongshu to promote its online drug purchasing services, indicating a strategic shift towards social media marketing [25] - JD Health upgraded its online medical services in response to winter health challenges, providing 24/7 services [26] Group 4 - Baichuan Intelligent launched the Baichuan-M2 Plus evidence-based medical model, significantly reducing the risk of medical hallucinations [29] - Ant Group's AI health application AQ introduced a smart medication reminder feature to address chronic disease management for the elderly [30] - Micro Medical Holdings reported a 69% revenue growth in the first half of 2025, with AI medical services accounting for over 90% of its revenue [33]

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10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11月6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 ...

Core Viewpoint - Southbound funds increased their holdings in JD Health (06618.HK) by 409,400 shares on November 5, 2025, indicating a positive sentiment towards the company [1]. Group 1: Shareholding Changes - In the last five trading days, there were two days of net reductions in holdings by southbound funds, totaling a net decrease of 137,200 shares [1]. - Over the past twenty trading days, southbound funds increased their holdings on fourteen occasions, resulting in a cumulative net increase of 2,579,100 shares [1]. - As of now, southbound funds hold 279 million shares of JD Health, accounting for 8.7% of the company's total issued ordinary shares [1]. Group 2: Company Overview - JD Health is primarily engaged in providing pharmaceutical and health products, internet medical health services, health management, and intelligent medical health solutions [2]. - The company's business includes retail pharmacy operations, which sell pharmaceutical and health products as well as medical devices through self-operated and online platforms, as well as instant retail channels [2]. - JD Health also offers medical health services through internet hospitals and medical models, along with online marketing services such as advertising [2].