从“治病”到“管病”：佰泽医疗(2609.HK)的全周期战略跃迁与增长新范式

Core Viewpoint - Baize Medical has officially launched a new strategy that transforms its role from a "disease treatment provider" to a "full-cycle health manager," focusing on a systematic and replicable medical practice across eight key stages of cancer care, leveraging an AI-ready continuous medical service platform [1] Group 1: Redefining Service Boundaries - Baize Medical is redefining the scope of cancer care, expanding its services from merely treating patients to providing comprehensive health management for all individuals seeking health [2] - The service continuum now includes preventive interventions for healthy populations and long-term follow-up for recovering patients, creating a health protection ecosystem that respects the essence of life [2] Group 2: Constructing a Measurable Health Journey - The "full-cycle management" is embodied in eight service stages: prevention, screening, diagnosis, treatment, rehabilitation, management, connection, and companionship, forming a complete service loop [3] - The innovative stages of "management," "connection," and "companionship" are integrated into the standardized service system, marking a significant breakthrough in service elevation [3] Group 3: Implementation Mechanisms - To ensure the execution of its ambitious blueprint, Baize Medical focuses on five key capabilities: organizational restructuring, internal control compliance, performance incentives, digital infrastructure, and cultural embedding, aiming to enhance operational efficiency and service quality by 2026 [5] - The company has established a dual-driven mechanism of "intelligent information systems" and "standardized management systems" to overcome challenges in scaling operations within the private healthcare sector [5] Group 4: Advancing Healthcare Delivery - Baize Medical's H@H (Hospital At Home) model extends medical capabilities beyond physical boundaries, ensuring that hospital-level professional care is delivered at home through deep integration of standards and intelligence [7] - The implementation of H@H relies on a medical-grade data governance system that ensures data integrity and privacy, supporting high-risk remote medical decisions [7] Group 5: Future Outlook - With a network of eight physical hospitals across five provinces and a proven standardized system, Baize Medical is poised to set a new high-quality benchmark for the transformation of private cancer care in China [8] - The future of healthcare is envisioned as an ecosystem that nurtures hope, blending technological rationality with human warmth to safeguard the dignity and longevity of every life [8]