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% and a net profit of RMB 184 million, up 72.6% from the previous year [1] - The adjusted net profit reached RMB 216 million, reflecting a 45.7% increase compared to the same period last year [1] Group 1: Business Performance - The revenue from F-end and B-end corporate health management business grew by 21.5% year-on-year [1] - The company has served over 4,500 corporate clients by the end of the reporting period, with B-end paying users increasing by 30.6% year-on-year [1] Group 2: Service Model and AI Integration - The company collaborates with Ping An Group to integrate F-end and B-end corporate health traffic, combining online and offline services with comprehensive AI applications [2] - The family doctor service has reached over 40 million users, supported by a certified team and AI capabilities [2] - The home care service model has seen a 41% increase in user rights compared to the end of 2024 [2] Group 3: AI Capability Enhancement - 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 rising to nearly 90% [2] - The average service cost for family doctors has 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