虎嗅独家｜蚂蚁集团重大调整：健康升级为新战略支柱板块

Core Viewpoint - Ant Group has restructured its business to elevate the "Ant Health Division" to a new strategic pillar, indicating a significant shift towards healthcare services as a core business unit [2][4][12] Business Structure and Strategy - The restructuring forms a new business matrix with five core units: Ant International, Digital Technology, Oceanbase, Alipay Business Group, Digital Payment Business Group, Wealth Insurance Business Group, Credit Business Group, and the newly established Health Business Group [2][4] - The focus on healthcare is not a sudden development but a long-term strategy that has been in the making since 2014, with various milestones in digital healthcare services [5][6] AI Integration - AI technology is a critical factor enabling Ant Group to invest in healthcare, allowing for the integration of fragmented medical services and enhancing the company's connectivity capabilities [9][10] - The launch of AQ, an AI health application, has seen rapid user growth, indicating the potential for AI-driven healthcare solutions [10][11] Market Context - The healthcare sector is experiencing a shift from high-profile growth to a more regulated environment, yet Ant Group is choosing to invest heavily in AI and health services [14][15] - The Chinese healthcare market is projected to exceed 20 trillion yuan by 2025, driven by an aging population and increasing chronic disease prevalence, making healthcare services a universal need [15] Organizational Focus - The establishment of the Health Business Group reflects a return to Ant Group's strengths in systematic construction and infrastructure development, emphasizing the integration of basic services with intelligent solutions [16][17] - The leadership under CEO Han Xinyi shows a strong commitment to the health sector, with active involvement in product development and team dynamics [16][17]