Di Yi Cai Jing·2025-10-16 02:13Core Insights - JD Health's "Nurse at Home" service is shifting focus to B-end clients to address ongoing losses in the C-end market [1][2][5] - The collaboration with a medical device brand for continuous glucose monitoring (CGM) products aims to enhance user experience and retention [3][4] - The overall industry struggles with profitability in the "Nurse at Home" segment, with many companies facing significant losses [2][12] Summary by Sections Business Model Shift - JD Health is actively expanding its "Nurse at Home" service to B-end clients, which is expected to provide more stable business volume and higher gross margins compared to the C-end market [2][5] - The service is being packaged as a value-added offering for medical device companies, enhancing customer trust and potentially increasing service revenue [3][4] Industry Context - The "Nurse at Home" service has not yet established a successful business model across the industry, with many companies experiencing financial difficulties [2][12] - The C-end market for self-paid services is less than 20% of the overall market, and competition from public hospitals and community health services is intensifying [13][12] Strategic Importance - JD Health views the "Nurse at Home" service as a strategic tool to drive traffic to its e-commerce platform and enhance the overall customer experience [8][9] - The service is expected to create synergies with JD Health's existing medical services, potentially leading to increased customer acquisition and brand loyalty [6][8] Future Outlook - The long-term market potential for the "Nurse at Home" service remains uncertain, with industry experts expressing skepticism about its viability as an independent business [10][12] - However, the involvement of major players like JD Health and Meituan may introduce new business models and opportunities in the aging population market [14][15]