JD HEALTH(06618) 证券日报·2025-04-10 07:39Core Insights - The 2025 Wuzhen Health Conference, featuring a special session by JD Health, focused on the theme of "Unlocking New Growth Curves through Digital Transformation" in the pharmaceutical and health industry [1] - JD Health is leveraging innovative practices and comprehensive growth strategies to invigorate the pharmaceutical health sector amid a dual-driven transformation by policy and market forces [1] Industry Overview - The pharmaceutical industry is undergoing significant changes driven by both policy and market dynamics, with the normalization of national drug procurement accelerating the outflow of prescriptions [1] - The opening of online medical insurance payment policies is expected to release a market potential worth trillions, while the awakening of user health awareness is creating diverse demands [1] Company Strategy - JD Health, as a leading pharmaceutical retail channel, is building an ecological closed loop through four capabilities: "omni-channel marketing, full-scenario coverage, infinite shelf, and AI-driven" [2] - The company has achieved a 45% extension in the chronic disease medication cycle (DOT) and has successfully launched multiple popular products through its "infinite shelf" model [2] Marketing and User Engagement - JD Health has broken down traffic barriers by achieving efficient collaboration between online and offline channels, providing brands with precise user reach and effective traffic conversion [2] - The company utilizes the Jingzhun Tong platform to offer brands controllable advertising marketing tools, aiding in user engagement and brand sales growth [2] Service Capabilities - JD Health has established a service closed loop encompassing "medicine + testing + diagnosis + drugs" through its internet hospital platform and home testing services [3] - The company plans to expand its capabilities in niche areas such as traditional Chinese medicine and DTP pharmacies, aiming to create an integrated online and offline super pharmacy ecosystem [3] Future Outlook - The special session at the 2025 Wuzhen Health Conference showcased JD Health's innovative practices and provided valuable insights for the future development of the pharmaceutical health industry [3] - Through digital upgrades, user experience reconstruction, and comprehensive growth strategies, JD Health is collaborating with industry partners to pioneer a new future in the pharmaceutical health sector [3]