Sou Hu Cai Jing·2025-08-15 02:10Core Viewpoint - The Hong Kong Medical ETF (159366) has shown significant growth, with JD Health (6618) being a major contributor, reflecting strong performance in the healthcare sector driven by AI integration and innovative service offerings [1][4]. Group 1: ETF Performance - As of August 15, 2025, the Hong Kong Medical ETF has risen over 2%, with JD Health increasing by more than 10%, making it the second-largest component of the ETF, accounting for over 10% [1]. - The ETF has seen active trading, with an average daily turnover of 292 million RMB over the past month as of August 14 [1]. Group 2: Company Performance - JD Health reported a revenue of 35.3 billion RMB for the first half of 2025, marking a 24.5% increase, with Q2 revenue reaching 18.645 billion RMB, up 23.67% [4]. - The company is accelerating the construction of an AI-enabled healthcare ecosystem, integrating services across various medical fields [5]. Group 3: AI Integration in Healthcare - JD Health is enhancing its online medical service capabilities, offering a comprehensive service loop from online consultations to medication delivery, and expanding its at-home nursing services [5]. - The company has launched AI-driven products, including AI doctors and AI pharmacists, to improve health management services [5]. - A partnership with Wenzhou Medical University First Affiliated Hospital has been established to create a closed-loop service process for outpatient patients, serving over 2.2 million patients [5]. Group 4: Industry Trends - The National Development and Reform Commission has approved the establishment of a national AI application pilot base in the medical field, focusing on clinical research and addressing industry challenges [6]. - AI is becoming a core driver of transformation in the healthcare sector, although challenges such as data standardization and clinical application integration remain [6]. - The collaboration between CRO companies and AI technology is enhancing drug discovery efficiency, as seen in the partnership between Crystal Holdings and DoveTree [6].