Core Insights - The "AI Health Forum" at the 2025 JD Global Technology Explorer Conference showcased the upgraded "Jingyi Qianxun 2.0" medical model and introduced the new "AI Hospital 1.0," which creates an AI-driven closed loop for "medical examination, diagnosis, and medication" [1][2] - JD Health established the "JD Health Intelligent Interconnection Ecological Alliance" with leading medical device brands to build a comprehensive smart health management system integrating hardware, software, services, and ecology [1] - The upgraded "Jingyi Qianxun 2.0" model is the first in the industry to break through credible reasoning and multimodal capabilities, simulating clinical diagnostic thinking and aligning with external evidence to enhance diagnostic accuracy [1][2] Group 1 - The new doctor agent based on "Jingyi Qianxun 2.0" allows for free-form consultations, supporting flexible responses based on professional knowledge and user needs [2] - The AI Hospital 1.0 achieves a service loop from triage to consultation, examination, and medication, optimizing healthcare service efficiency and user experience [2][3] Group 2 - "AI Hospital 1.0" includes over ten types of professional service intelligences and more than 1,000 expert doctor intelligences from over 400 top-tier hospitals, providing 24/7 online services [3] - Since 2025, the AI services have cumulatively served over 150 million users with a satisfaction rate of 97% [3]

Group 1: Event Overview - The 2025 Weibo Health Medical Gala was held in Shanghai, focusing on "Health Without Boundaries: Reshaping Medical Information" [1] - Over 300 guests discussed enhancing the supply of quality health science content and purifying the health science information dissemination environment [1] Group 2: Internet Healthcare Industry Development - The internet healthcare sector is entering a new phase of scale and standardization, with 418 million users projected by the end of 2024, accounting for 37.7% of internet users [3] - The market size of internet healthcare in China is expected to exceed 479.9 billion yuan by 2025, driven by increased health awareness, strong government support, and widespread mobile internet infrastructure [3] - As of September 2025, there are 3,756 internet hospitals in China, with 130 million online consultations completed last year [3] Group 3: JD Health's Achievements - JD Internet Hospital's average daily consultation volume exceeded 500,000 in the first half of 2025, enhancing its service capabilities to meet diverse health needs [4] - The medical team at JD Internet Hospital has an average experience of over 10 years, providing 24/7 professional consultation services [4] - JD Health offers over 60 professional nursing services and rapid testing products, with delivery services available in major cities [4] Group 4: AI Integration in Healthcare - JD Health is exploring artificial intelligence, implementing smart triage, prescription review, and medical record management [5] - The "AI Doctor" product has served over one million users, achieving a satisfaction rate of over 97% [5] - A strict quality control management system has been established, with a consensus on internet hospital medical quality management published in a medical journal [5] Group 5: Future Directions - JD Health aims to enhance medical accessibility, reduce healthcare costs, and improve patient experiences while empowering doctors [6] - The company is committed to transitioning internet healthcare from "precision" to "warmth" [6]

Core Insights - JD Health has launched the exclusive online debut of Bo You Ping (Dulaglutide Injection), a biosimilar for Trulicity, aimed at controlling blood sugar in adults with type 2 diabetes [1][2] - The product is the first and only approved biosimilar of Dulaglutide globally, addressing the growing diabetes prevalence in China, which exceeds 223 million patients [1][2] Company Developments - JD Health partnered with Shanghai Pharmaceuticals to promote Bo You Ping across all channels in mainland China, enhancing its market presence [2] - The collaboration aims to leverage JD Health's established online launch solutions and robust supply chain capabilities to facilitate patient access to innovative treatments [2] Industry Context - Type 2 diabetes is the most common form of diabetes, with traditional treatments facing challenges such as high medication frequency and risks of hypoglycemia [1] - GLP-1 receptor agonists, like Dulaglutide, are recommended for their significant blood sugar-lowering effects, weight loss benefits, and cardiovascular and renal protection [2]

Group 1 - JD Health, in collaboration with top hospitals and brands, launched the "Health Escort, Safe Seasonal Change" initiative to address autumn health issues through various services such as free consultations and health knowledge dissemination [1][3] - The initiative focuses on common autumn health problems, providing personalized prevention advice through AI skin assessments and allergy evaluations at designated hospital sites [3][4] - JD Internet Hospital offers a comprehensive "medical-testing-diagnosis-medication" solution, enhancing service from simple consultations to an integrated approach that includes testing, diagnosis, medication, and care [3][4] Group 2 - The "Allergy Inquiry at Your Convenience" service was introduced by JD Internet Hospital, targeting skin diseases and providing follow-up management services in collaboration with leading experts [4] - The partnership between JD Health and multiple hospitals exemplifies the integration of online and offline medical services, improving the efficiency and coverage of seasonal health prevention [4] - JD Health is expanding its supply chain capabilities for dermatological medications, creating a full lifecycle health management system for skin disease prevention, diagnosis, and rehabilitation [4]

Core Insights - Lepu Medical launched a new AI ECG blood pressure monitor on JD Health, which supports 17 types of cardiovascular risk screening and can automatically upload data via 4G network for AI analysis [2][3] - The demand for daily monitoring and early risk screening of cardiovascular health is increasing due to heightened public health awareness, highlighting the need for multifunctional and integrated health solutions [2] - The AI blood pressure monitor features high accuracy in atrial fibrillation detection at 99.97%, allowing users to complete ECG measurements in 30 seconds to 5 minutes [2] Company Overview - Lepu Medical is a leading domestic manufacturer of cardiovascular interventional medical devices, with a strong background in product development and medical data accumulation [2] - The launch of the AI ECG blood pressure monitor represents a significant breakthrough in the integration of medical AI technology within smart medical devices [3] Industry Trends - The introduction of the AI blood pressure monitor marks a new phase in cardiovascular health management, emphasizing the shift towards intelligent AI solutions in healthcare [3] - JD Health aims to establish itself as a premier platform for the online launch of global health products, focusing on creating benchmarks in the medical device category [3]

Core Insights - The launch of Menarini's new product, the Beshuhen® silicone gel scar patch, on JD Health marks a significant step in scar management and reflects the growing market demand for effective scar treatment solutions [2][3] - The scar management market is experiencing rapid growth, with JD Health reporting a compound annual growth rate of 62% in scar removal market sales from 2019 to 2024 [2] - The Beshuhen® silicone gel scar patch incorporates multiple technological innovations to meet consumer demands for adhesion, durability, soothing care, and natural appearance [2] Company and Industry Developments - Menarini aims to leverage its global clinical research capabilities and local insights in collaboration with JD Health to promote a comprehensive scar management approach focused on early prevention and intervention [2][3] - JD Health plans to continue its partnership with Menarini and other global medical device brands to establish a new product launch IP aimed at transforming scar management from reactive repair to proactive prevention [3]

Core Insights - The launch of the new product,倍舒痕®硅凝胶疤痕贴, by Menarini on JD Health marks a significant step in scar management, leveraging Menarini's clinical research capabilities and JD Health's digital marketing ecosystem [1][2] - The scar management market is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 62% in sales from 2019 to 2024 according to the "China Skin Scar White Paper" released by JD Health and Menarini [1] - The new product features multiple technological innovations to meet consumer demands for adhesion, durability, soothing care, and natural appearance [1] Company and Industry Developments - Menarini aims to enhance consumer access to innovative scar management solutions through collaboration with JD Health, promoting early and scientific scar management [2] - JD Health plans to continue its partnership with global medical device brands to establish a new product launch IP, focusing on transforming scar management from passive repair to scientific prevention [2]

Core Insights - The launch of the new product, Beshuhen Silicone Gel Scar Patch, by Menarini on JD Health marks a significant step in scar management and reflects the growing market demand for effective scar treatment solutions [1][2] - The scar management market is experiencing rapid growth, with JD Health reporting a compound annual growth rate of 62% in scar removal market sales from 2019 to 2024 [1] - The Beshuhen Silicone Gel Scar Patch incorporates multiple technological innovations to meet consumer demands for secure adhesion, long-lasting repair, soothing care, and natural appearance [1] Company Collaboration - The partnership between Menarini and JD Health is not only a product collaboration but also an important step in building a scar management ecosystem [2] - Menarini aims to leverage its leadership in the global scar management field to deliver innovative products to consumers more effectively through collaboration with JD Health [2] - JD Health plans to continue its collaboration with renowned medical device brands to establish a new product launch IP focused on innovative products and services in the scar management sector [2]

Group 1 - The 2025 China International Service Trade Fair was held in Beijing, where JD Health showcased its latest practices and technological breakthroughs in internet medical services, attracting a large audience [1] - The Ministry of Commerce and other departments have launched a plan to promote health consumption, indicating a growing potential in the health service industry [1] - JD Health has established itself as a leading provider of medical health products, services, and solutions in China by focusing on user health needs and enhancing its multi-channel model [1] Group 2 - In the first half of 2025, JD Health launched 30 global innovative drugs and health products, reinforcing its position as the first stop for new specialty drugs [2] - The company has expanded its services to cater to the elderly population, implementing national subsidy policies in multiple cities to meet the health and elderly care needs of 300 million seniors [2] - JD Health has enhanced the online purchasing experience for medications, benefiting nearly 200 million insured users through its online pharmacy services [2] Group 3 - JD Health introduced the AI Jingyi series products, including AI doctors, pharmacists, and nutritionists, providing intelligent health management services to over 50 million users [3] - The intelligent health assistant "Kangkang" offers users health-related answers and connects them to online consultations and other medical resources [3] - The company aims to drive high-quality growth in health consumption by focusing on user experience and technological innovation in the "internet + healthcare" sector [3]

Core Viewpoint - The 2025 China International Service Trade Fair showcases JD Health's advancements in internet medical services and AI applications, highlighting the potential of health consumption to drive high-quality economic development [1][3]. Group 1: Health Consumption and Market Strategy - JD Health emphasizes that health consumption is a key driver for high-quality economic growth, leveraging "Internet + Healthcare" to enhance service efficiency and user experience [1][3]. - The company has launched 30 innovative global health products in the first half of the year, focusing on improving accessibility and catering to the health needs of the elderly population [3][5]. - JD Health's online pharmacy services have expanded to nearly 200 million insured users, providing convenient access to medication [3][5]. Group 2: Service Innovations and User Experience - JD Health has established a comprehensive "medical inspection, diagnosis, and medication" service model, allowing users to access medical consultations, home testing, and medication delivery seamlessly [5][6]. - The company has developed AI-driven products, including AI doctors and pharmacists, which have served over 50 million users, enhancing the online healthcare management experience [6][8]. - JD Health's collaboration with hospitals, such as the partnership with Wenzhou Medical University First Affiliated Hospital, has successfully implemented AI-driven patient service processes, benefiting over 2.2 million patients [8]. Group 3: Compliance and Quality Management - JD Health integrates compliance management into all aspects of its operations, having published 265 standardized treatment pathways and 16 core medical quality management systems over the past three years [5][6]. - The company aims to promote industry standardization through its nutritional and health product standards, ensuring user safety and trust [5]. Group 4: Future Outlook - JD Health plans to continue focusing on user experience and technological innovation to drive the development of "Internet + Healthcare," expanding service scenarios and enhancing service quality [8].