问诊单量下降40%，线上问诊会是第一个被AI干掉的医疗赛道吗？

Core Viewpoint - The article discusses the significant decline in online consultation volumes, with a reported drop of 40% for some doctors, attributed to the rise of AI tools that are replacing basic medical inquiries and consultations [4][5][6]. Group 1: Impact of AI on Online Consultations - A prominent doctor experienced a 40% reduction in online consultations after the introduction of an AI health management product [4]. - Other platforms also reported a decrease in consultation volumes, averaging around 20% [5]. - A senior industry expert indicated that approximately 80% of standard consultations could be replaced by AI, highlighting a major shift in the online medical consultation landscape [5]. Group 2: Industry Trends and Developments - Two significant events in the internet healthcare sector reflect this trend: Spring Rain Doctor sold 78.29% of its shares for a valuation of 340 million yuan, and WeDoctor launched an international cloud pharmacy [6]. - The penetration of AI into online consultations is evident, with AI tools covering various functionalities from basic inquiries to more complex medical needs [6][10]. Group 3: User Behavior Changes - A user noted a shift in her consultation habits, moving from traditional online doctors to AI tools for basic health inquiries, indicating a change in consumer preferences [9]. - The introduction of AI online consultation products by various companies, including Spring Rain Doctor and MedGPT, has led to a proliferation of AI health management tools [10][11]. Group 4: Future of Online Consultations - The emergence of specialized AI models for specific medical fields is expected to enhance the quality of online consultations, with 22 new specialized models launched in the first half of 2025 [11]. - The transition to AI-driven consultations poses a challenge for traditional online consultation platforms, as they face a decline in user engagement and revenue [12][15]. Group 5: Economic Implications - The free nature of AI health management tools addresses a significant issue in the monetization of online consultations, as users have shown reluctance to pay for services [16][17]. - The article suggests that while the demand for online consultations will decrease, it will not disappear entirely, raising questions about how this demand will be met in the future [17].