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, ...

Core Insights - JD Health Exploration Institute (JDHXLab) presented two chronic disease prediction studies at the European Society of Cardiology Congress, highlighting the potential of e-commerce behavior data and disease trajectory analysis in predicting chronic disease risks [2][5] Group 1: E-commerce Behavior Data Study - The first study linked e-commerce purchasing behavior with health conditions, creating a "category index" covering 13,354 product categories to predict risks for eight common chronic diseases [3] - The model indicated that individuals identified as high-risk had a significantly higher actual disease incidence, with an average risk ratio (RR) of 4.07, suggesting that high-risk individuals are over four times more likely to develop diseases compared to low-risk individuals [3] - Key behavioral features beyond traditional demographic risk factors were identified, such as the purchase of "plus-size clothing," "alcohol," and "smoking accessories," which were significantly associated with obesity risk [3] Group 2: Disease Trajectory Analysis Study - The second study analyzed 207 million medical records from 37.38 million patients in Northern China from 2016 to 2024, constructing a "temporal comorbidity network" involving 351 chronic diseases and 8,672 associated pathways [4] - Cardiovascular-kidney-metabolic (CKM) diseases were found to be central in disease progression, with over half of the common comorbidities for hypertension patients being CKM diseases, including chronic ischemic heart disease (47.79%) and stroke (43.34%) [4] - The research utilized Monte Carlo simulation techniques to predict potential future chronic disease pathways for individuals, aiding in early identification and intervention for high-risk patients [4] Group 3: Industry Implications - These studies provide new methodologies for chronic disease risk prediction, potentially leading to more accurate personal health risk assessments and improved public health management [5] - JD Health aims to deepen research in chronic disease prediction and management, contributing to global health initiatives and encouraging societal focus on chronic disease prevention [5]

Core Viewpoint - JD Health (06618.HK) announced the issuance of 1.36 million new shares under its share incentive plan adopted on November 23, 2020, with the issuance date set for August 29, 2025 [1] Related Events - JD Health issued 1.36 million new shares according to its share incentive plan [1] - JD Health's H1 2025 performance review showed both revenue and profit increased, indicating ongoing operational efficiency improvements [1]

京东健康(06618)发布公告，根据采纳于2020年11月23日的首次公开发售后股份奖励计划，于2025年8月 29日发行136万股。 ...

Group 1 - JD Health (06618) announced the issuance of 1.36 million shares on August 29, 2025, as part of the share incentive plan adopted on November 23, 2020, following its initial public offering [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 京东健康股份有限公司 呈交日期： 2025年8月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 06618 | 說明 | | | | | | | | 多櫃檯證券代號 | 86618 | RMB 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | ...

Core Insights - JD Health is leveraging AI technology to innovate service models and promote high-quality development in the healthcare industry [1][3] - The company has made significant early investments in medical AI, establishing a leading position in the industry [1] - JD Health's AI products cover the entire patient journey, including pre-diagnosis, diagnosis, and post-diagnosis [1] Group 1: AI Technology and Applications - JD Health has launched several AI products, including "AI Jingyi," "JD Zhuoyi," and "Kangkang," following breakthroughs in large model technology in 2023 [1] - The company has achieved large-scale applications of its medical AI in various fields, such as common disease diagnosis, chronic disease management, mental health intervention, and critical care rehabilitation [1] - The skin and sleep digital therapies developed by JD Health have received approval as Class II medical devices, demonstrating high accuracy and consistency in treatment plans [2] Group 2: AI Health Assistant and Monitoring - The AI health assistant "Kangkang" offers services such as symptom consultation, medication guidance, report interpretation, and rapid appointment scheduling, connecting over 2,000 top-tier hospitals and more than 50,000 non-top-tier hospitals [2] - The ABC health intelligent detection platform utilizes smartphone cameras and AI algorithms to measure health indicators like blood oxygen, blood pressure, blood sugar, and skin health, outperforming traditional wearable devices [2] Group 3: Future Directions - JD Health aims to deepen collaboration with medical institutions, pharmaceutical companies, and technology firms to build an "AI-enabled health ecosystem" [3] - The company plans to focus on three key technologies: enhancing complex reasoning capabilities, achieving deep integration of multimodal data, and strengthening advanced learning capabilities for AI model optimization [2]

Core Insights - JD Health and Eli Lilly China have signed a strategic cooperation agreement to integrate quality medical resources and digital services for chronic disease management, focusing on obesity, diabetes, and alopecia [1][2] - Eli Lilly, a leading global pharmaceutical company with nearly 150 years of history, has made significant advancements in various fields, including diabetes and obesity, benefiting millions of patients worldwide [1] - The partnership aims to create a comprehensive management model that combines drug accessibility, health education, and digital services, enhancing patient trust and access to high-quality medications and healthcare services [1][2] Company Collaboration - JD Health will leverage its supply chain system to ensure stable direct supply of treatment products, supported by professional cold chain logistics for efficient and safe nationwide delivery [2] - The collaboration will include the establishment of a disease education section to improve patient awareness and self-management capabilities, along with online consultation and follow-up services through JD Internet Hospital [2] - Both companies will develop specialized tools and educational resources for healthcare professionals to enhance their diagnostic and management capabilities [2] Product Offerings - Eli Lilly has 25 products available for sale on JD Health, including the innovative drug Mounjaro (tirzepatide injection), which has gained significant attention since its launch on the platform [1] - The recent introduction of the multi-dose prefilled pen for Mounjaro provides patients with a more flexible and convenient medication option, enriching the treatment experience [1]

Core Insights - AbbVie's innovative drug, Venclexta® (generic name: Venetoclax), has been launched exclusively on JD Health in 10mg and 50mg formulations, providing a new treatment option for chronic lymphocytic leukemia (CLL) or small lymphocytic lymphoma (SLL) patients who have undergone at least one treatment and have 17p deletion [1][3] - This marks the second indication approved for Venclexta® in China, following its approval for acute myeloid leukemia (AML) [1] - JD Health aims to leverage its capabilities as the "first station for new specialty drugs" to enhance the accessibility of innovative medications for patients [1] Industry Context - CLL and SLL are mature B lymphocyte clonal proliferative tumors primarily affecting the elderly, often considered different clinical manifestations of the same disease, characterized by abnormal accumulation of B lymphocytes in the bone marrow, blood, and lymphatic tissues, which impairs normal hematopoiesis [3] - The incidence of CLL/SLL is expected to rise with the aging population in China, and the 17p deletion is found in over 30% of relapsed or refractory CLL cases, representing a high-risk factor for patient prognosis [3] - Venclexta® is the first BCL-2 inhibitor approved globally and in China for targeted therapy in CLL patients, selectively binding and inhibiting B-cell lymphoma 2 (Bcl-2) protein, aiding in the restoration of tumor cell apoptosis [3] - The drug specifically targets the high-risk group of CLL/SLL patients with 17p deletion, offering an effective and safe new treatment option for this population [3] - JD Health plans to continue optimizing the online accessibility of innovative specialty drugs through collaboration with global pharmaceutical partners, aiming to build a more efficient ecosystem for innovative drug services for users [3]

Industry Overview - The GLP-1 receptor agonists are becoming a new focus in the pharmaceutical retail market in China, driven by policy support for "Internet + Healthcare" and increasing consumer health demands [1][2] - The market for GLP-1 is expected to exceed 100 billion by 2030, with e-commerce channels projected to capture over 50% of the market share this year, potentially rising to over 70% in the future [1] Company Strategies - JD Health has established extensive collaborations in the GLP-1 sector, partnering with multinational pharmaceutical companies like Novo Nordisk and domestic innovators such as Innovent Biologics and Yino Pharma to ensure a stable supply of quality products [2][6] - During the 618 shopping festival, JD Health reported a more than threefold year-on-year increase in sales of GLP-1 medications [2] Market Dynamics - JD Health's market share in the GLP-1 sector is higher than that of other platforms, attributed to its strong supply chain and user engagement capabilities [2][11] - The user demographic for GLP-1 products primarily consists of individuals aged 26 to 45, with a significant portion being office workers who are more health-conscious [9][10] Competitive Landscape - JD Health is competing with other e-commerce giants like Alibaba and Meituan in the GLP-1 market, leveraging its established user base and logistics capabilities to maintain a competitive edge [11][12] - The company emphasizes the importance of user education and long-term patient management in the context of chronic diseases associated with obesity, aiming to provide comprehensive health solutions [12] Logistics and Supply Chain - JD Health has developed a nationwide cold chain logistics network to ensure the safe storage and transportation of temperature-sensitive GLP-1 medications, achieving a next-day delivery rate of 99% [8]