12月18日，京东健康企业业务商家大会暨2026年亿元品牌联盟成立仪式在京举行。大会围绕"以力聚新，同心共健"主题， 与参会嘉宾共同就企业健康消费市场的发展机遇、数字化升级路径、阳光采购生态共建等方向，深入探讨如何通过供应链合 力，来为企业客户带来更优质、便捷、全面的健康产品与服务体验。 京东集团SEC委员、京东健康CEO曹冬在致辞中指出，"员工健康即是企业生产力"已成为广泛共识，企业健康管理正从福 利选项演进为组织发展的关键基石。京东健康依托京东集团超千亿的企业市场规模和百万级客户基础，以及自身具有的"超级 医药供应链"能力，致力于成为企业健康消费领域最值得信赖的首选合作企业。 2025年，京东健康表现强劲，营收与盈利实现双增长，合作商家数量已突破15万家。京东健康企业业务合作品牌超过800 个，其中在企业端市场，销售额千万级以上合作品牌达20余个，百万级以上合作品牌超200个，呈现出高质量增长态势。 京东集团副总裁、政企业务总裁李永明在分享中指出，京东深耕政企采购行业超十年，服务超800万家政企客户，其中涵 盖3万多家大型企业，为品牌商构筑广阔增长空间。今年以来，营养、保健、滋补、医疗器械等健康品类在政企 ...

Group 1 - The core theme of the event was "Gathering Strength for New Beginnings, United for Health," focusing on the digital upgrade and ecological co-construction of the corporate health consumption market [2] - JD Health's CEO highlighted that "employee health is corporate productivity," indicating a shift in corporate health management from a welfare option to a key support for organizational development [2] - By 2025, JD Health's corporate business is expected to achieve high-quality growth with over 800 cooperative brands, including more than 20 brands with sales exceeding 10 million and over 200 brands with sales exceeding 1 million [2] Group 2 - JD Group has been deeply involved in the government and enterprise procurement sector for over ten years, serving more than 8 million government and enterprise clients, including over 30,000 large enterprises [2] - In 2023, health product categories such as nutrition, health supplements, and medical devices have seen explosive growth in government and enterprise procurement, with over 100 subcategories experiencing year-on-year growth exceeding 100% [2] - JD Health's corporate business has outlined three development directions for 2026: "Foundation Action" focusing on supply chain and product capability construction, "Wildfire Plan" aimed at large-scale replication of centralized procurement models, and "Doubling Battle" concentrating on expanding the corporate medical insurance sector [2] Group 3 - The establishment of the 2026 JD Health Corporate Business Billion Brand Alliance aims to consolidate leading brand power and deepen ecological cooperation [3] - Representatives from five companies, including Haishi Hainuo, Mindray Medical, Yiyue E-commerce, Tongrentang Health, and Xiangyu Medical, participated in the launch ceremony [3]

Core Insights - JD Health has established the "2026 Billion Brand Alliance" with five brands to accelerate market expansion in the government and enterprise sectors [1][3] - The CEO of JD Health emphasized that employee health is now recognized as a key driver of organizational productivity, shifting health management from a welfare option to a foundational element of development [1][3] - JD Health aims to become the most trusted partner in the corporate health consumption sector, leveraging JD Group's extensive market scale and supply chain capabilities [1][3] Company Performance - By 2025, JD Health's partner merchants exceeded 150,000, with over 800 brands collaborating in the enterprise market [1][3] - More than 20 brands have achieved sales exceeding 10 million, while over 200 brands have surpassed 1 million in sales within the enterprise sector [1][3] - JD Group has served over 8 million government and enterprise clients, including more than 30,000 large enterprises, with significant growth in health-related product categories [1][3] Strategic Directions - JD Health has outlined three core development strategies for 2026: "Foundation Action," "Prairie Fire Plan," and "Doubling Battle" [4][5] - "Foundation Action" focuses on strengthening product and supply chain foundations, enhancing B2B supply chain collaboration, and improving customer satisfaction and repurchase rates [5] - "Prairie Fire Plan" aims to innovate centralized procurement models and scale them, addressing various corporate health needs [5] - "Doubling Battle" targets the rapidly growing corporate medical fund sector, offering integrated health benefits and claims solutions to create competitive advantages [5]

Core Insights - The 2025 JD Health Pediatric Ecosystem Conference was held in Beijing, focusing on children's health and the establishment of a Pediatric Ecosystem Partner Alliance with various pharmaceutical companies [1][2] - JD Health is addressing challenges in children's medication through a comprehensive "three-full model" that includes categories, brands, and products, aiming to enhance the efficiency and quality of drug circulation [2] Group 1: Pediatric Ecosystem Development - JD Health has partnered with over 20 pharmaceutical companies to form the Pediatric Ecosystem Partner Alliance, which aims to improve the supply of pediatric medications and enhance healthcare resources for children [2] - The conference featured discussions on children's health product development, brand marketing, and the integration of e-commerce within the healthcare ecosystem [1][2] Group 2: Product and Brand Strategy - JD Health covers nine core categories of pediatric medications, including treatments for common ailments and neurological conditions, and provides scientific medication knowledge through "200 Questions on Science" [2] - The company collaborates with over 200 industrial brands to ensure high-quality and cost-effective medication for children, offering over 460 pediatric products [2] Group 3: Special Medical Foods - JD Health is the largest online retail channel for special medical foods in China, with 286 approved products available for home use, including 45 specialized infant formula products for children under one year old [2] - The company aims to provide reliable nutritional support for children with allergies and those needing nutritional supplements through its specialized medical food offerings [2]

Core Insights - The 2025 JD Health Pediatric Ecosystem Conference was held in Beijing, focusing on the theme "Child's Heart, Medicine Health, Science Popularization Accompanies Growth" [1] - JD Health established a Pediatric Ecosystem Partner Alliance with various health brands to ensure children have access to necessary medications [8] Group 1: Conference Highlights - Experts from top medical institutions and pharmaceutical companies shared insights on topics such as pediatric respiratory diseases, epilepsy treatment, mental health, and infant growth [3] - A professor from Shenzhen Children's Hospital discussed the impact of climate change on children's respiratory health, emphasizing the need for pollen monitoring and health education to prevent adverse effects [3] Group 2: Pediatric Health Challenges - A pediatric neurology expert highlighted that approximately 10 million epilepsy patients exist in China, with 40% being children, and identified challenges such as insufficient early diagnosis and lack of innovative treatment accessibility [5] - Common mental health issues in children, such as ADHD and anxiety disorders, were discussed, with an emphasis on the importance of balanced development rather than academic pressure [5] Group 3: Pharmaceutical Industry Insights - Pharmaceutical representatives discussed the development of children's health products, emphasizing the need for a robust research and development system based on clinical and user needs [5] - A company representative mentioned strategies to enhance brand credibility and market reach through expert knowledge and innovative marketing approaches [6] Group 4: JD Health's Initiatives - JD Health is addressing challenges in children's medication by implementing a comprehensive model that includes product categories, brand partnerships, and a wide range of pediatric products [7] - The company has established deep collaborations with over 200 industrial brands to improve the efficiency and quality of drug distribution [7] - JD Health is recognized as the most comprehensive online retail channel for special medical foods in China, offering a variety of products suitable for children [7]

Core Insights - The third annual conference of the China Anti-Aging Promotion Association's Functional Medicine Professional Committee was held in Shanghai, gathering nearly a thousand experts and industry representatives to discuss advancements in functional medicine for chronic disease management and health promotion [1][2]. Company Overview - JD Health's high-end health management channel is based on internationally certified functional medicine and lifestyle medicine principles, aiming to provide systematic health services that address the root causes of health issues rather than just symptoms [1][2]. - The channel features certified functional medicine and lifestyle medicine experts with international perspectives and rich clinical experience, offering comprehensive health consultations and personalized intervention plans [2]. Service Offerings - The health management process includes health information collection, one-on-one expert consultations, personalized testing and intervention plan development, and regular follow-ups, creating a complete health management loop [2]. - The channel specializes in addressing metabolic and organic issues such as diabetes, thyroid nodules, and breast nodules, as well as complex health conditions like ovarian insufficiency, chronic fatigue, anxiety, depression, and gastrointestinal dysfunction [2]. Industry Trends - As public health awareness increases and health needs become more refined, functional medicine is transitioning from theory to clinical application, showcasing broad application prospects [3]. - JD Health plans to leverage its platform advantages and professional team to promote the standardized development and innovative practices of functional medicine in China, helping users achieve proactive and root-cause health management [3].

Group 1 - The 2025 China Public Welfare Charity Project Exchange and Exhibition will be held in Guangzhou from December 12 to 13, focusing on children's health initiatives [1] - JD Health hosted a seminar titled "Professional Empowerment: Enhancing Charitable Efforts in Children's Health," guided by the China Charity Federation, with over a hundred experts and practitioners in attendance [1] - The Vice President of the China Charity Federation emphasized the importance of children's mental and physical health in building a healthy China and highlighted the unique advantages of charitable efforts in supporting high-risk groups such as left-behind and migrant children [1] Group 2 - JD Health's Internet Medical Business leader stated that the company prioritizes the protection of children's health, leveraging its professional capabilities and internet platform to create a comprehensive support system covering prevention, assessment, and intervention [2] - JD Health has introduced innovative practices in children's mental health, including AI psychological assessments and digital companionship, as well as a closed-loop service model combining online screening and offline graded intervention [2] - The company shared multiple initiatives in the field of children's mental health, such as supporting the CAFF Garden project for families of patients with severe mental disorders and collaborating on the "Child Heart Growth" project to provide psychological resources for left-behind and migrant children [2]

Core Insights - The conference themed "A New Chapter, Building the Future" highlighted the future trends of pharmaceutical instant retail and explored new paths for high-quality growth [1] - JD Health emphasized the importance of a user, supply chain, and logistics-centric ecosystem for instant retail, introducing a growth triangle model focused on supply, experience, and users [1] Group 1: Market Trends - Instant retail has become the main growth engine for the pharmaceutical health sector, driven by the rising health consciousness among younger consumers [2] - JD Health reported a 16% year-on-year increase in the proportion of users under 30 for its instant delivery service, with student users increasing by 11.5% year-on-year [2] - The market for instant retail is projected to exceed 1 trillion yuan by 2025, growing at a rate of 29%, and surpass 2 trillion yuan by 2030 [2] Group 2: Capability Building - JD Health is building a "super pharmaceutical supply chain" as the foundation for its instant retail capabilities, focusing on a growth triangle model of supply, experience, and users [3] - The supply side has achieved nationwide coverage with a network spanning over 2,600 counties and cities, supported by over 200,000 delivery personnel, enabling delivery in as fast as 9 minutes [3] - Since April 2025, the number of JD Health's instant delivery pharmacies has increased by over 100% year-on-year, with order volume growing over 200% [3] Group 3: User Engagement - JD Health leverages its base of over 600 million active users to enhance channel operations and search recommendation mechanisms, transitioning from "people finding medicine" to "medicine finding people" [4] - The company provides scenario-based marketing solutions aligned with seasonal diseases and major promotional events to improve user engagement and conversion rates [4] Group 4: Collaborative Growth - JD Health's collaboration with partners has demonstrated significant results, such as reducing inventory turnover days for partners like Hongyu Pharmaceutical through access to JD Health's instant delivery network [5] - The Asia-Pacific region is identified as a growth engine for the self-care market, with strong consumer demand in pain management and allergy relief [5] - Looking ahead to 2026, JD Health plans to focus on specialization in instant retail and will open up data capabilities, traffic resources, and operational tools to partners [5]

来源：第一财经 恒生指数低开1%，恒生科技指数跌1.34%。京东健康跌逾5%，百度集团跌逾3%，理想汽车、阿里巴巴 跌逾2%。 (本文来自第一财经) ...

Core Viewpoint - JD Health is advancing its medical AI capabilities through the "Jingyi Qianxun" model, focusing on specialized disease models for cancer treatment and chronic diseases, collaborating with top medical institutions in China to enhance clinical practices and patient management [1][3][4]. Group 1: Technological Advancements - JD Health's "Jingyi Qianxun" medical AI model has evolved from a general model to specialized disease models, demonstrating significant technological progress since 2018 [4]. - The model integrates high-quality clinical data from JD's online healthcare services and collaborates with national medical data centers to optimize its foundational model [4][5]. - The specialized disease models are developed using real-world clinical data, ensuring alignment with actual clinical needs and incorporating insights from over 1,000 experts across more than 400 top-tier hospitals [5][6]. Group 2: Collaborative Initiatives - JD Health, in partnership with the China Anti-Cancer Association, launched the "Cancer Integration Prevention and Treatment Project (2025-2030)" to create a comprehensive cancer prevention and treatment system [3]. - Collaborations with leading hospitals, such as Peking University Cancer Hospital and Sun Yat-sen University Cancer Center, focus on developing specialized models for various cancer types, including gastrointestinal and respiratory cancers [5][6]. Group 3: AI Integration in Clinical Practice - The AI-driven tools, such as the AI doctor assistant, have improved the efficiency of oncologists, achieving over 90% resolution of repetitive queries and enhancing diagnostic processes by more than 50% [8]. - JD Health's research platform utilizes AI to streamline data collection and patient follow-up, significantly improving research efficiency and data quality for ongoing studies [8]. Group 4: Future Directions - JD Health aims to enhance its medical AI model towards human-like clinical cognition and will continue to foster open collaborations with medical institutions and experts [9]. - The company is committed to building a specialized cancer prevention and treatment system that ensures accessible resources, reliable decision-making, and effective patient management, contributing to the "Healthy China 2030" initiative [9].