Group 1 - The core event "Doctors Have Light - 2025 China Physician Day Special Event" was recently held in Beijing, organized by JD Health, honoring 40 outstanding doctors from across the country [1] - As of June 30, JD Health reported that the average daily online consultation volume of JD Internet Hospital has exceeded 500,000 [1]

上半年，京东健康年度活跃用户数的稳健增长，得益于持续的用户体验提升和一系列的营销增长策略， 包括积极拓展与行业领先的制药公司和健康产品供货商的合作，不断扩大商品供给，以及进一步完善 "医、检、诊、药" 服务闭环，来满足用户多层次和个性化的健康需求。同时，上半年京东买药"快乐减 重"、京东买药618免单等重点营销IP活动的开展，也有效增加了平台的用户黏性。 8月14日，京东健康发布2025年中期业绩公告。2025年上半年，京东健康总收入为人民币353亿元，同比 增长24.5%；非国际财务报告准则指标下（Non-IFRS）净利润达35.7亿元，同比增长35%。截至2025年6 月30日，京东健康过去12个月的年度活跃用户数量突破2亿创新高，用户对京东健康品牌的认知度和信 赖度不断提升。 ...

Core Viewpoint - The interview with Xin Lijun, former CEO of JD Health, reveals his transition from a corporate role to a personal investment and advisory position in the healthcare sector, emphasizing a more holistic and personal perspective on industry trends and opportunities [1][2][3]. Group 1: Transition and Current Role - Xin Lijun has stepped down from his role as CEO of JD Retail Group and is now a consultant for JD Group, receiving a monthly salary while not engaging in day-to-day operations [2][4]. - He enjoys a more relaxed lifestyle, spending time with family and engaging in hobbies like golf, while also advising startups and investing in the healthcare sector [5][6]. Group 2: Industry Insights - Xin Lijun has conducted in-depth research on over 200 healthcare companies, leading to a shift in his views on industry trends, particularly regarding the profitability of internet healthcare services [2][3]. - He now believes that internet healthcare services can be profitable due to changes in healthcare funding and the emergence of third-party platforms for non-standardized services [13][14]. Group 3: AI in Healthcare - Xin Lijun expresses skepticism about the commercialization of AI in serious medical applications, citing regulatory constraints and the limited role of AI as a decision-making tool in clinical settings [15][16]. - He acknowledges the potential for AI in health management but warns against overestimating its commercial viability in the healthcare sector, particularly for consumer-facing applications [19][20].

Core Insights - The rising COVID-19 positivity rate across multiple regions in China highlights the importance of early detection and intervention for respiratory diseases [1] - JD Health's "medical, testing, diagnosis, and medication" one-stop service is transforming how users manage their health, allowing them to receive comprehensive care without leaving home [3] Group 1: Service Adoption and Growth - The volume of consultations related to fever on JD Internet Hospital increased by 20% week-over-week from May 14 to May 20 [4] - Orders for respiratory pathogen testing through JD's fast testing service doubled during the same period [4] - Orders for flu-related medications on JD's online pharmacy surged by over 80%, with sales of specific COVID-19 treatment drugs increasing by 3.5 times [4] Group 2: User Experience and Future Plans - JD Health's closed-loop service model allows users to consult doctors online, conduct tests at home, receive medications at home, and access nursing services, making it a preferred choice for health issues [6] - Users can seamlessly connect to the entire process of consultation, testing, diagnosis, and medication through the JD app, ensuring quick identification of health issues and precise medication [6] - JD Health plans to continuously optimize its service processes to provide more efficient and diverse healthcare services to the public [6]