Core Insights - The 2026 JD Health Annual Doctor Ceremony was held with the theme "Together for Healing, Moving Towards New Directions," gathering top experts and partners in the healthcare industry [1] - JD Health launched the evidence-based medical AI product "ZhiYi," aimed at enhancing clinical decision-making and research efficiency [3] - The company is committed to building a comprehensive ecosystem to enhance the professional value of doctors and improve access to quality medical resources for families [1][3] AI Product Launch - The "ZhiYi" product integrates millions of authoritative medical literature and guidelines, serving as an "intelligent external brain" for doctors [3] - It focuses on clinical decision support and academic research, significantly improving diagnostic efficiency and research quality [3] - JD Health's AI technology matrix includes various applications such as intelligent triage and 24-hour follow-ups, marking a key transition from general services to deep empowerment [3][4] Specialized Medical Models - JD Health aims to develop "medical-grade AI" by collaborating with hospitals to create specialized models that cover comprehensive processes and real-world applications [4] - A notable project includes a gastrointestinal tumor medical assistance system developed with Peking University Cancer Hospital, which aids in diagnostic decisions and clinical trial matching [4] Comprehensive Service Solutions - JD Health has expanded its internet medical services beyond online consultations to create a personalized solution linking "AI + physical products + services" [6] - The company leverages its strong supply chain and digital quality control to connect patients with quality medical resources, enhancing traditional Chinese medicine services [6] - Collaborative projects with leading hospitals focus on remote healthcare, smart outpatient services, and health education [7] Community Engagement and Public Welfare - JD Health is dedicated to becoming the preferred platform for doctors, enhancing their efficiency and service reach [8] - The company launched the "Great Doctor Charity Action Plan" in collaboration with various organizations to support doctors' involvement in social welfare [10] - The ceremony recognized outstanding contributions from over 200 doctors and partners, awarding various honors to celebrate their achievements [10] Vision for the Future - JD Health's initiatives reflect a shift from a disease-centered approach to a health-centered model, aiming for a more accessible, high-quality, and inclusive healthcare future [13]

转自：证券时报 人民财讯1月17日电，1月17日，记者从2026京东健康年度医生盛典活动上获悉，目前，京东健康已构建 起了AI健康服务矩阵，"AI京医"体系上线超1500个专家医生智能体，业内首个医院全场景大模型产 品"京东卓医"已在多家医院落地。 ...

Core Viewpoint - JD Health launched an AI product named "Zhi Yi" specifically designed for doctors, focusing on clinical decision-making and academic research [1] Group 1: Product Overview - "Zhi Yi" integrates millions of authoritative medical data globally, enabling rapid screening and high-level integration of vast literature and guidelines [1] - The product aims to enhance the quality and efficiency of clinical diagnosis and provide strong support for scientific research exploration [1] Group 2: Accessibility - "Zhi Yi" will be fully integrated into the JD Doctor APP, allowing all doctors to experience the product regardless of their affiliation with JD Internet Hospital [1]

伊鲁阿克作为新一代ALK抑制剂，具有强效抑制ALK激酶活性、良好覆盖常见耐药突变、优异血脑屏 障穿透能力等多重优势。临床研究显示，其在颅内病灶缓解方面表现突出，颅内客观缓解率(ORR)达 85.7%，为易发生脑转移的ALK阳性患者提供了重要治疗保障。同时，该药在长期生存数据上也展现出 1月12日，齐鲁制药旗下1.1类创新药、ALK阳性非小细胞肺癌靶向治疗新药——启欣可®(伊鲁阿克片) 在京东健康全网首发。该药物的上市，进一步丰富了京东健康在肺癌精准治疗领域的产品矩阵，为更多 ALK阳性肺癌患者提供了全新的治疗选择。京东健康将持续发挥"新特药全网首发第一站"的能力优势， 推动更多前沿治疗药物快速触达患者，提升药品可及性与治疗规范性。 肺癌是我国发病率和死亡率最高的恶性肿瘤，其中非小细胞肺癌(NSCLC)占比超过80%。ALK融合基因 突变在非小细胞肺癌中发生率约为3%-7%，主要出现在年轻人、女性及非吸烟者中，因其对靶向药物响 应率高、患者生存获益显著而被称为"钻石突变"。尽管靶向药物已成为ALK阳性肺癌的主要治疗手段， 但临床上仍面临着患者发病年龄轻，疗效需要持续突破、脑转移发生率高、耐药机制复杂等挑战。 除 ...

Group 1 - JD Health held the 2026 Medical Device Development Strategy Conference, focusing on supply, AI, and medical services as core drivers for growth [1] - The company signed agreements with the top 100 global brands to launch new products in 2026, committing over 100 million in marketing resources [1] - JD Health aims to enhance its medical device sector by leveraging its supply chain, AI technology, and internet medical services to create a comprehensive ecosystem [1] Group 2 - In 2025, JD Health plans to deepen global brand collaborations and introduce overseas supplies through large-scale procurement [2] - The company will focus on high-potential areas such as chronic disease management and home healthcare, aiming to transition from single product sales to comprehensive health management solutions [2] - JD Health is committed to driving innovation and sustainable development in the medical device industry by enhancing product offerings and AI technology [2]

Core Viewpoint - JD Health aims to become a powerful growth engine and launchpad for global medical device brands by leveraging supply, AI, and medical services as its three core drivers [1] Group 1: Strategic Development - JD Health announced its 2026 medical device development strategy during the annual merchant conference, focusing on high-quality growth and innovation in the medical device sector [1] - The company plans to invest over 100 million yuan in marketing resources for the launch of new products in collaboration with the top 100 global brands [1][2] - The medical device market in China is projected to grow from approximately 300 billion yuan to a target of 500 billion yuan in the coming years, driven by policy and market forces [1] Group 2: Product Innovation and Market Expansion - In 2025, JD Health will deepen global collaborations and introduce overseas supplies through large-scale procurement, aiming for a 100% growth in trending categories [2] - The "Crazy New Product IP" initiative has led to the launch of nearly 30 new products with sales exceeding 10 million yuan and around 500 products exceeding 1 million yuan in sales, setting new industry records [2] - JD Health will focus on four high-potential areas in 2026: chronic disease management, home care, home-use medical products, and consumer health products [2] Group 3: AI Integration and Service Enhancement - JD Health is utilizing its self-developed "Jingyi Qianxun" AI model to transform product categories and define value through service, moving towards a full-cycle health management solution [3] - Collaborations with brands like Yuyue, SanNu, and Weitai have resulted in the launch of customized CGM products, creating an integrated smart blood glucose management system [3] - The company aims to enhance its capabilities in supply, service, and AI to promote sustainable development in the medical device industry and make professional healthcare services more accessible [3]

Core Insights - JD Health is set to enhance its investment in the medical device sector, focusing on supply, AI, and medical services as core drivers for growth, aiming to become a significant growth engine and launchpad for global medical device brands by 2026 [1][5] Group 1: Strategic Initiatives - JD Health signed agreements with 100 global brands to launch new products in 2026, committing over 100 million in marketing resources to ensure that new products are launched as bestsellers [1][5] - The company aims to create a comprehensive ecosystem that meets user needs across all channels and life cycles, supporting the "Healthy China 2030" strategy [1] Group 2: Market Growth and Product Innovation - The medical device market in China is projected to grow from approximately 300 billion to 500 billion, driven by aging population, health awareness, and consumption upgrades [3] - JD Health plans to deepen global collaborations and enhance domestic supply through initiatives like JDH+N alliance, targeting a 100% growth in trending categories [3] Group 3: Awards and Recognition - JD Health established a rigorous evaluation system for awarding the 2025 Golden Award for new medical devices, recognizing nearly 100 brands for their quality and reputation [5] Group 4: AI and Service Integration - JD Health is leveraging its self-developed AI model "Jingyi Qianxun" to transform product categories and define value through services, moving towards a full-cycle health management solution [7] - The company has launched customized CGM products in collaboration with brands like Yuyue and Sanofi, creating an integrated smart blood glucose management system [9] Group 5: Consumer Engagement and Service Enhancement - JD Health's AI doctor "Xiao Wei" provides comprehensive support throughout the purchasing process, achieving a user satisfaction rate of 98.4% [9] - The company is enhancing its online and offline medical services, integrating them with medical device usage scenarios to create a seamless health management experience [9]

Core Insights - JD Health is significantly increasing its investment in the medical device sector, leveraging its robust supply chain, AI technology, and internet healthcare services to build a comprehensive ecosystem that meets the full lifecycle needs of users [1][2] - The medical device market is expanding rapidly as health awareness rises, consumer demands become more refined, and the aging population accelerates, creating a vast market with immense potential [1] - JD Health aims to transition the industry from reactive treatment to proactive health management, injecting strong momentum and innovation into the sector [1] Company Strategy - JD Health is committed to long-term investment in the medical device category, positioning itself as a powerful growth engine and launch platform for brands [2] - The company plans to deepen the integration of online consultations, home testing, and home care services with medical device usage scenarios, while expanding AI applications and building an interconnected smart ecosystem [2] - A strategic focus for 2026 includes slow disease management, home elder care, home-use medical products, and wellness products, with over 100 million yuan allocated for marketing new medical device products [3] Financial Performance - JD Health reported impressive growth in its latest financial results, with revenues of 17.12 billion yuan for Q3 2025, marking a year-on-year increase of 28.7%, and a non-IFRS net profit of 1.9 billion yuan, up 42.4% [3]

Core Insights - JD Health is leveraging its internet hospital to enhance medical device brand growth and user health management in the rapidly developing internet healthcare sector [1][2] Group 1: Market Overview - The internet healthcare market in China is projected to reach 479.9 billion yuan by 2025, with user numbers exceeding 400 million [2] - JD Internet Hospital, one of the first licensed independent internet hospitals, maintains its position as the "first entry point for online diagnosis," with over 500,000 daily consultations and a customer satisfaction rate of 98.9% [2] Group 2: Service Innovations - JD Internet Hospital has established a comprehensive service system covering "medical, testing, diagnosis, and medication," allowing users to complete the entire diagnostic process from home [2] - The hospital is enhancing its specialized service system, with upgrades in dermatology, mental health, and traditional Chinese medicine, and plans to add urology and oncology specialties by 2025 [2] Group 3: Case Study and User Experience - A case study illustrates a patient with chronic obstructive pulmonary disease and myocardial infarction receiving comprehensive care through JD Internet Hospital, including video consultations, home delivery of a respiratory machine, and ongoing remote monitoring by healthcare professionals [3] Group 4: Ecosystem Collaboration - JD Internet Hospital supports medical device brands through a full-chain support system, including doctor communication, user management, and hospital scene engagement [4] - The hospital employs a team of health managers and nutritionists, utilizing smart operational tools to provide comprehensive health management, achieving a 59% repurchase rate for a specific medical food brand [4] Group 5: Future Directions - JD Internet Hospital aims to build trust between patients and brands, focusing on data and services for long-term health management [5] - The hospital plans to continue service innovation and specialized construction, collaborating with partners to advance the healthcare industry towards greater efficiency and warmth, contributing to the "Healthy China" initiative [5]

Core Insights - JD Health is set to enhance its medical device sector by leveraging supply chain, AI, and medical services as core drivers, aiming to become a significant growth engine for global medical device brands by 2026 [1][5] - The company plans to invest over 100 million in marketing resources for the launch of new products in collaboration with top global brands, focusing on high-quality development in the medical device industry [1][5] Group 1: Market Growth and Strategy - The medical device market in China is experiencing rapid growth, projected to reach 500 billion from the current 300 billion, driven by aging population, health awareness, and consumption upgrades [3] - JD Health aims to deepen partnerships with global medical device brands and enhance supply chain capabilities through initiatives like JDH+N alliance, targeting a 100% growth in trending categories by 2025 [3][6] Group 2: Product Innovation and Awards - In 2025, JD Health launched nearly 500 new products, setting industry records, with a focus on innovative product development as a key driver for high-quality growth [3][5] - The company established a rigorous evaluation system for product awards, recognizing nearly 100 brands for their quality and reputation at the annual conference [5] Group 3: AI and Service Integration - JD Health is utilizing its self-developed AI model "Jingyi Qianxun" to transform product categories and define value through service, moving towards comprehensive health management solutions [6][7] - The company has developed a smart blood glucose management system in collaboration with brands, integrating monitoring, analysis, intervention, and tracking for chronic disease management [9] Group 4: Comprehensive Health Management - JD Health is enhancing its online and offline service integration, providing a full-cycle health management experience that includes disease prevention, smart monitoring, chronic disease management, and post-hospital rehabilitation [9] - The company aims to eliminate homogenization in the medical device industry through product innovation and AI technology upgrades, making professional healthcare services more accessible [9]