Zheng Quan Shi Bao Wang·2026-01-09 04:14Core Insights - JD Health is significantly increasing its investment in the medical device sector, leveraging its robust supply chain, AI technology, and internet healthcare services to build a comprehensive ecosystem that meets the full lifecycle needs of users [1][2] - The medical device market is expanding rapidly as health awareness rises, consumer demands become more refined, and the aging population accelerates, creating a vast market with immense potential [1] - JD Health aims to transition the industry from reactive treatment to proactive health management, injecting strong momentum and innovation into the sector [1] Company Strategy - JD Health is committed to long-term investment in the medical device category, positioning itself as a powerful growth engine and launch platform for brands [2] - The company plans to deepen the integration of online consultations, home testing, and home care services with medical device usage scenarios, while expanding AI applications and building an interconnected smart ecosystem [2] - A strategic focus for 2026 includes slow disease management, home elder care, home-use medical products, and wellness products, with over 100 million yuan allocated for marketing new medical device products [3] Financial Performance - JD Health reported impressive growth in its latest financial results, with revenues of 17.12 billion yuan for Q3 2025, marking a year-on-year increase of 28.7%, and a non-IFRS net profit of 1.9 billion yuan, up 42.4% [3]