Core Insights - Ping An Good Doctor (01833) reported a total revenue of RMB 3.725 billion for the first three quarters, representing a year-on-year growth of 13.6% [1] - The net profit reached RMB 184 million, a significant increase of 72.6% compared to the previous year, while the adjusted net profit was RMB 216 million, up 45.7% year-on-year [1] Group 1: Business Performance - The revenue from the F-end and B-end corporate health management business grew by 21.5% year-on-year [1] - The number of corporate clients served exceeded 4,500 by the end of the reporting period, with B-end paying users increasing by 30.6% year-on-year [1] Group 2: Service Expansion and AI Integration - The company is enhancing its service model by integrating online and offline channels, leveraging AI to improve service quality and efficiency [2] - The family doctor service has 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 Capability Development - The application of AI technology has significantly improved the quality and efficiency of professional medical services, with the accuracy of complex disease MDT treatment plans reaching nearly 90% [2] - The average service cost for family doctors decreased by approximately 52% year-on-year due to AI integration [2] - The company plans to continue expanding AI applications across various complex diseases and business scenarios to enhance medical service efficiency and quality [2]
平安好医生(01833)前三季度总收入约37.25亿元 同比增长13.6% 将继续扩展AI技术并助力医疗服务效率及品质升级