Core Insights - Ping An Good Doctor reported a total revenue of 3.725 billion yuan for the first three quarters, representing a year-on-year growth of 13.6% [1] - The adjusted net profit reached 216 million yuan, an increase of 45.7% compared to the same period last year [1] - The company has served over 4,500 corporate clients, with revenue from F-end and B-end enterprise health management business growing by 21.5% [1][2] Financial Performance - Total revenue for the first three quarters was 3.725 billion yuan, up 13.6% year-on-year [1] - Adjusted net profit was 216 million yuan, reflecting a 45.7% increase from the previous year [1] - B-end paid user count grew by 30.6% year-on-year [2] Business Strategy - The company is advancing the "insurance-medical collaboration" model and enhancing the "insurance + elderly care membership" service system [1] - Collaboration with financial payment partners has been strengthened to improve product and service competitiveness [1] - The customer base enjoying the medical-elderly care ecosystem services is significantly larger, with average contract numbers and average assets under management (AUM) being 1.5 times and 4.1 times higher, respectively, than those not enjoying these services [1] Elderly Care Services - In the third quarter, the company focused on refining services such as medical care, health management, emergency rescue, and remote care [1] - Two group standards for smart elderly care platforms were developed in collaboration with industry, academia, and research institutions [1] - The number of users benefiting from home elderly care services increased by 41% compared to the end of 2024 [1] AI Integration - The company has launched a "7+N+1" medical AI product system to enhance the quality and efficiency of professional medical services [2] - The accuracy of complex disease MDT (multidisciplinary team) treatment plans has improved to nearly 90% [2] - The average service cost per family doctor has decreased by 52% year-on-year due to AI integration [2]
平安好医生前三季度收入、利润同比双位数增长