Mei Ri Jing Ji Xin Wen·2025-11-09 04:43Core Insights - The GLP-1 weight management drugs have become a significant consumer trend during this year's Double Eleven shopping festival, indicating a shift in health consumption patterns [1][2] - The online healthcare channel has surpassed traditional medical institutions in the weight loss drug market, capturing over 70% of the market share [1] - The competition among e-commerce platforms has evolved from price wars to a focus on cold chain logistics and comprehensive health management services [1][9] Market Demand and Growth - The demand for GLP-1 drugs is driven by high obesity rates in China, with projections indicating that by 2030, the adult overweight and obesity rate could reach 70.5% [3] - The sales of GLP-1 drugs on JD Health increased over threefold during the "618" shopping festival, and the sales during Double Eleven have seen a more than fivefold increase [6] Product Launch and Innovation - JD Health has become the preferred platform for pharmaceutical companies to launch their GLP-1 products, with strategic partnerships established with major players like Eli Lilly and Novo Nordisk [3][5] - The innovative drug "Masitide" from Innovent Biologics, which targets both GLP-1 and GCG receptors, was launched on JD Health just seven days after receiving regulatory approval [5] Logistics and Cold Chain Management - The cold chain logistics for GLP-1 drugs is critical due to their complex chemical structures, requiring strict temperature control during storage and transportation [7] - JD Logistics has developed a robust cold chain system, ensuring that drugs are stored and transported at 2-8°C, which is essential for maintaining drug efficacy [8] Health Management Services - The transition from merely selling drugs to providing comprehensive health management services is crucial, as GLP-1 drugs require professional guidance for safe usage [9][10] - JD Health has established a full-cycle service model that includes risk assessment, medication guidance, and dietary planning, enhancing user trust and engagement [10][11] Future Outlook - The health consumption landscape is expected to continue evolving, with increasing demand for personalized health services as part of the "Healthy China" initiative [11] - Companies like JD Health are positioned to lead this transformation by leveraging technology to enhance the healthcare ecosystem, making health consumption more convenient and professional [11]