Core Insights - Ping An Good Doctor (01833.HK) reported a total revenue of RMB 3.7246 billion for the nine months ending September 30, 2025, representing a year-on-year growth of 13.6%, with adjusted net profit reaching RMB 216.1 million, up 45.7% from the previous year [1] Group 1: Business Performance - The company's F-end and B-end corporate health management business revenue grew by 21.5% year-on-year [1] - The number of corporate clients served exceeded 4,500, with B-end paying users increasing by 30.6% compared to the previous year [1] Group 2: Service Model and AI Integration - The company is collaborating with Ping An Group to create a comprehensive service model combining commercial insurance, health protection, and medical services, enhancing corporate employee health management [2] - Family doctor services have reached over 40 million users, supported by a certified team and AI capabilities [2] - The home care service user base grew by 41% compared to the end of 2024, focusing on a warm "insurance + home care" service model [2] Group 3: AI Development - The company has significantly improved the quality and efficiency of its medical services through deep AI application, achieving nearly 90% accuracy in complex disease MDT treatment plans [2] - The average service cost per family doctor client decreased by approximately 52% year-on-year due to AI integration [2] - Future plans include expanding AI technology applications across various complex diseases and business scenarios to enhance service efficiency and quality [2]
平安好医生(01833.HK)：前三季度经调整后净利润达2.16亿元 同比增长45.7%