本报讯 （记者梁傲男）12月17日，爱康集团联合智通财经发布《2025版上海市体检人群抽样健康报告》（以下简称《上海 健康报告》）。这是爱康集团第三次针对上海市体检人群发布健康"成绩单"，旨在通过科学数据揭示上海市民的健康状况与潜 在风险，以提醒其及时关注自身健康问题和疾病防控的重点。 本次《上海健康报告》基于2024年4月1日至2025年3月31日期间，在爱康集团上海区域的爱康国宾、爱康卓悦及爱康君安 体检中心参加体检的67.37万人的体检数据（该统计数据不包括爱康集团在上海区域其他品牌体检中心体检的人群），围绕性别 和年龄分布、癌症随访统计分析等9个统计维度，以及心血管类体检异常结果、代谢和内分泌类体检异常结果等23项具体异常 指标展开了深度分析。 上海市卫生健康委员会健康促进处处长王彤认为："报告带来的启示远不止于此，健康科普与健康生活方式的倡导仍有很 大发力空间。未来需进一步引导公众走出体检认知误区，树立科学定期体检的意识，将'健康优先、预防为主、关口前移'的理 念深植人心，推动主动健康成为社会新风尚。" 上海市社会医疗机构协会会长闫东方在发言中表示："这份报告凝聚了公共卫生、临床医学、数据科学等多领 ...

《2025版上海市体检人群抽样健康报告》 弄堂口的桂花香还未散尽 体检报告上的箭头又多了几个 腰椎间盘突出成新"职场礼仪" 咖啡当水喝胃在喊"投降" 心电图与K线图比赛震荡 这身体，到底还能经历几轮风浪？要记得 身体不是外滩景观灯 说修就能焕然一新 12月17日，爱康集团联合澎湃新闻发布《2025版上海市体检人群抽样健康报告》（以下简称《上海健康报告》）。这是爱康集团第三次针对上海市体检人群 发布健康"成绩单"，旨在通过科学数据揭示上海市民的健康状况与潜在风险，以提醒其及时关注自身健康问题和疾病防控的重点。 本次《上海健康报告》基于2024年4月1日至2025年3月31日期间，在爱康集团上海区域的爱康国宾、爱康卓悦及爱康君安体检中心参加体检的67.37万人的体 检数据（该统计数据不包括爱康集团在上海区域其他品牌体检中心体检的人群），围绕性别和年龄分布、癌症随访统计分析等9个统计维度及心血管类体检 异常结果、代谢和内分泌类体检异常结果等23项具体异常指标展开了深度分析。统计发现，前列腺异常、甲状腺结节、脂肪肝、体重指数（BMI）增高、乳 腺结节、颈动脉异常、总胆固醇（TC）增高这7项异常已连续五年呈上升趋势。 ...

Core Viewpoint - Ant Group has upgraded its AI health application AQ to "Ant Afu," marking a shift from a tool to a service-oriented approach, focusing on health companionship, health Q&A, and health services [2][3]. Group 1: Application Upgrade and Market Positioning - The upgraded "Afu" app has seen a surge in downloads, quickly reaching the 3rd position in the Apple App Store [2]. - Ant Group's health division has been elevated to one of the five core strategic sectors, indicating a strong commitment to the healthcare market [3]. - The company aims to address the growing health service demands of an aging population in China, which has surpassed 310 million people aged over 60 [4]. Group 2: User-Centric Features and Services - "Afu" is designed to act as a proactive health manager, providing reminders and support for lifestyle changes such as smoking cessation and exercise [5][6]. - The app connects users with over 300,000 real doctors and collaborates with more than 500 renowned physicians to enhance its service offerings [7]. - Ant Group emphasizes the importance of high-quality data and collaboration with medical experts to ensure the accuracy and reliability of its AI health services [8][13]. Group 3: Future Plans and Ecosystem Development - Ant Group is exploring partnerships with both B-end (hospitals) and G-end (health authorities) to create a comprehensive health service ecosystem [5]. - The company plans to integrate AI with hardware, such as AI blood pressure monitors and blood glucose meters, to better serve the elderly population [19]. - Future developments will focus on preventive health measures and lifestyle management, aiming to create a seamless health service experience from companionship to medical care [19].

Core Viewpoint - The successful IPO of Easy Health Group marks a significant transition from a crowdfunding platform to an AI-driven health management company, aiming to enhance its market position and financial performance [1][11]. Group 1: IPO Success Factors - Easy Health Group has transformed itself into an AI health company, moving away from solely selling insurance and focusing on high-margin technology services, with AIcare technology stack and Dr.GPT for smart consultations and chronic disease monitoring [4]. - The company has shown a strong financial recovery, with a compound annual growth rate (CAGR) of 54.9% in revenue from 2022 to 2024, and a revenue of 656 million yuan in the first half of 2025, representing an 84.7% year-on-year increase [4]. - The backing of prominent investors such as IDG Capital, Tencent, and Sunshine Insurance provides validation of Easy Health's business model and future prospects, instilling confidence in potential investors [5]. Group 2: Challenges Ahead - The separation of the major revenue source, the crowdfunding platform "Qing Song Chou," has led to a decline in active users, dropping from 70.5 million in 2022 to 22.7 million in the first half of 2025, a decrease of 26.5% [8]. - The gross margin has significantly decreased from 82.6% in 2022 to 38.3% in 2024, stabilizing around 32.5% in the first half of 2025, indicating potential profitability challenges [8][9]. - The company faces intense competition in both the insurance and digital health service sectors, with rivals like Waterdrop and Ping An Good Doctor, necessitating strategic adaptations to maintain market relevance [9]. Group 3: Future Prospects - The IPO is expected to provide capital for further technological advancements, with plans to raise up to 601 million HKD, allocating 40% for brand building and user engagement, and 20% for AI and big data capabilities [11]. - The successful IPO signifies regulatory and market recognition of Easy Health's dual business model of digital health services and health insurance, suggesting long-term profitability potential [11]. - With the backdrop of the "Healthy China 2030" initiative and the AI healthcare trend, Easy Health Group is positioned for growth, provided it can enhance its user acquisition strategies [11].

Core Insights - Ant Group has upgraded its AI health application AQ to "Ant Aifu," focusing on a "health+" strategy and positioning itself as an AI health companion to help users manage their health and that of their families [1][3] Group 1: Product Upgrade and Features - The upgraded "Ant Aifu" app enhances three main functions: health companionship, health Q&A, and health services [1] - The app has over 15 million monthly active users, ranking among the top five AI apps in China and becoming the leading health management AI app [3] Group 2: Strategic Shift - The transition from AQ to Ant Aifu represents a significant strategic shift for Ant Group, moving from a focus on insurance and risk coverage to proactive health management and family health services [3][4] - This shift aligns with changing user demands for frequent services like chronic disease intervention, health reminders, and family health records, as well as national policies promoting the integration of commercial health insurance and health management [3] Group 3: Business Significance - The health business is strategically more significant for Ant Group than its insurance segment, as health services are characterized by high frequency, necessity, and long cycles, which can enhance user engagement and retention [4] - Health data can intersect with payment behaviors, credit records, and consumption habits to optimize risk control models and support personalized financial services, making the health sector a potential key area for user value extraction [4] Group 4: Internal Collaboration and Ecosystem Integration - Ant Aifu is rapidly integrating resources within the group, such as deep integration into the Alipay app to leverage its billion-user base for low-cost outreach [4] - Collaborations with Alibaba Health for offline services like consultations, drug delivery, and health check appointments, as well as partnerships with MyBank to explore inclusive financial products based on health profiles, are underway [4] - The strategy aims to connect health with payment, finance, medical services, and credit, strengthening Ant Group's ecosystem and reserving space for future opportunities in areas like health insurance settlement and health management subscriptions [4]

蚂蚁集团，又有大动作。 今天，蚂蚁集团宣布旗下AI健康应用AQ品牌全面升级为"蚂蚁阿福"，并发布App新版本。此次产品升 级的核心是上线健康陪伴功能，与健康问答、健康服务共同构成三大板块。 除了智能设备，用户还能通过拍照、图片上传的方式做记录，在部分地区，甚至可以通过授权的方式， 将自己过去就诊、体检的数据一键导入，由阿福归档整理，不怕丢失或忘记。 除了自己，用户也可在阿福上建立家人的健康档案。阿福会像"家庭医生"一样，追踪分析健康走势，守 卫全家健康。 其次，阿福还上线了"健康小目标"和"健康小提醒"这两个陪伴型功能，用户可以设定运动、饮食、生活 习惯等健康目标，阿福会像"私人教练"一样，根据目标为用户定制专属计划，并每日提醒。 张俊杰表示，从AQ升级到阿福，也是从AI工具升级到AI朋友的过程。升级后的阿福，能像朋友一样陪 伴自己，也像朋友一样了解自己，更会像朋友一样嘴严，放心可靠。 数据印证市场认可度。目前，"蚂蚁阿福"App的月活用户已超1500万，跻身国内AI App前五，成为第一 大健康管理AI App。据了解，目前阿福APP每天回答用户500多万个健康提问，55%用户来自三线及以 下城市，展现出其 ...

2025年12月11-12日，"落实健康优先发展战略 共担健康管理主体责任"全国防控重大慢病创新融合试点项目暨高质量职场健康管理先行试点2025年工作经验 交流及学习大会在京隆重召开。政企学研各界代表齐聚一堂，围绕健康管理政策落地、行业实践升级展开多维度深度研讨。 跨界交流与协作：多方共探健康职场服务新范式 平安集团党委副书记、副总经理黄宝新、中国平安财产保险股份有限公司总部团体事业群健康险业务负责人曹敬之、平安健康互联网股份有限公司（以下简 称：平安好医生）党委书记、副总经理苏东应邀参会。 从理论到实践：专业视角锚定健康管理发展前景 在政策与学术层面，国家卫生健康委职业健康司原副司长、一级巡视员王建冬、中华医学会副会长王健等多位重量级嘉宾发表致辞，从政策导向与行业发展 角度分享了对健康管理工作的思考与建议。中国科学院院士陈润生、房建成等专家带来前沿技术分享，引发广泛关注。 在实践层面，全国防控重大慢病创新融合试点项目管委会秘书长、高质量职场健康管理先行试点工作委员会秘书长王占山详细介绍了试点工作推进经验及成 果，强调企业应将健康管理纳入发展战略，构建可推广的健康管理范式。 国家卫生健康委员会副主任沈洪兵等领 ...

大西洋彼岸则呈现出另一种监管逻辑。美国食品药品监督管理局（FDA）通过产品成分的尼古丁含量，将 其划分为不同监管类别。对于不含尼古丁的产品，则参照普通消费品标准管理。这种分级体系催生了行业 技术标准迭代，如snowplus等品牌在2021年率先通过美国材料试验协会（ASTM）国际认证。 英伦三岛的医疗化转型 当各国政策制定者面对新型吸入产品的管理时，呈现出截然不同的监管哲学。这种差异不仅反映了各国公 共卫生理念的分野，更深刻影响着民众健康生活方式的塑造。 欧洲大陆的预防性原则 欧盟在2014年修订的《烟草产品指令》中，首次将新型吸入产品纳入法律监管框架。该政策要求成员国实 施严格的成分披露制度，并禁止在封闭公共场所使用相关设备。德国联邦药品和医疗器械研究所进一步要 求，所有相关产品必须通过专业医疗认证方可上市。 法国公共卫生署2020年度报告指出："预防性监管的核心在于前置风险管理，而非事后补救。" 北美市场的分级管理 政策差异背后折射出各国对健康管理的底层逻辑：欧洲侧重风险预防，北美强调科学分级，英国则致力于 医疗转化。这些探索为公共卫生管理提供了多元化的实践样本，共同指向创建更健康生活环境的终极目 标。 ...

Core Viewpoint - The significant rise in the stock price of Xilinmen is attributed to its name change from "Xilinmen Furniture Co., Ltd." to "Xilinmen Health Sleep Technology Co., Ltd.", indicating a fundamental shift in its development strategy and value core [1][10]. Group 1: Strategic Shift - The name change is not merely a branding upgrade but represents a strategic transformation towards health and technology in the sleep sector [1][10]. - The inclusion of "technology" in the name opens new dimensions for the company, suggesting higher profit potential and faster growth expectations, allowing it to escape traditional manufacturing perceptions [4][10]. Group 2: Market Response - The market's positive reaction to the name change reflects investor confidence in the company's strategic pivot, as evidenced by the stock price surge [4][5]. - Investors are encouraged not only by the name change but also by substantial progress disclosed in the announcement, such as the revenue contribution from smart home products exceeding 3% by the third quarter of 2025 [5]. Group 3: Technological Foundation - Xilinmen has a robust technological foundation with 2,376 valid patents, including 73 invention patents, which support its transition to a technology-driven company [8]. - The company’s smart sleep brand, aise Baobao, has achieved the highest L4 level certification under the national standard for intelligent furniture, showcasing its commitment to integrating smart technology into sleep solutions [8]. Group 4: Historical Context - The transition towards smart technology began in 2020 with the launch of the Smart 1 mattress, marking the start of Xilinmen's "smart deep sleep" era [10]. - The company is evolving from a passive bedding manufacturer to an active health management platform, indicating a significant shift in its business model [10].

智通财经记者 | 冯丽君 人身险公司和财产险公司健康险保费增速分化明显。 国家金融监督管理总局近期披露的数据显示，2025年前10月，人身险公司累计实现健康险原保险保费收入6850亿元，财产险公司累计实现健康险原保险保费 收入2093亿元，分别同比增长0.06%、10.57%。 健康险公司在专业经营模式下的表现相比行业平均水平则更为亮眼。根据三季度偿付能力报告，今年前三季度，人保健康、平安健康险、太保健康、复星联 合健康分别实现保费收入506.02亿、162.90亿、70.69亿、68.94亿元，分别同比增长15.1%、4.27%、18.63%、57.40%。 业内分析认为，未来，健康管理、科技赋能等或是未来商业健康险的增长动能与头部险企的共同发力方向。具体险种方面，医疗险有望成为驱动健康保险行 业增长的主要力量。 增速为何分化？ 相比于人身险公司健康险保费前十月几乎零增长，财产险超过10%的增速可谓亮眼。而对于这一增速差距，一位头部寿险公司资深业务员也有切身体会。 "由于赔付率比较高，保险公司现在不怎么推健康险了。"上述业务员告诉智通财经，"另外，相比于投资型年金保险，健康保险的件均保费比较低，保险公 司从 ...