PING AN OF CHINA(SH:601318) Nan Fang Du Shi Bao·2026-01-23 15:27Group 1 - The core focus of the news is on the development of a comprehensive healthcare model by Beijing University Health Group, which is part of China Ping An's strategy to integrate finance, healthcare, and elderly care [1] - Beijing University Health Group aims to address pain points in the healthcare sector by creating a full-cycle service model that connects health management, medical services, and rehabilitation, shifting from passive treatment to proactive health management [1] - By 2025, the group anticipates that outpatient and emergency visits will exceed 3.2 million, with inpatient admissions increasing by 13%, and bed occupancy rates at Beijing International Hospital reaching 98% and at Beijing Rehabilitation Hospital reaching 115% [1] Group 2 - In Shenzhen, there is a significant shortage of rehabilitation beds, with a need for 60,000 beds according to international standards, while currently, there are fewer than 5,000, resulting in a shortfall of 55,000 beds [2] - Shenzhen's demographic is relatively young, with an average age of 32.5 years and a nearly 50% participation rate in sports, leading to a shift in rehabilitation needs towards sports injuries and chronic disease management [2] - The aging population in Shenzhen is projected to increase, with over 1.5 million residents aged 60 and above, expected to rise to 10% by 2029, which will further exacerbate the demand for rehabilitation services [3] Group 3 - The trend of Hong Kong residents seeking medical services in Shenzhen is increasing, with a new agreement allowing 21 hospitals in the Greater Bay Area to accept Hong Kong medical vouchers, presenting both challenges and opportunities for Shenzhen's healthcare system [3] - Shenzhen North Medical Rehabilitation Hospital is pioneering a comprehensive rehabilitation model that integrates multidisciplinary teams for physical recovery, psychological support, and advanced rehabilitation technologies, aiming to fill the regional bed shortage [3] - The "medical-insurance collaboration" model is gaining traction, with successful examples such as remote rehabilitation guidance for injury claims, which improves patient outcomes and reduces insurance payouts [4]