京东健康企业业务负责人介绍，"根基行动"旨在夯实商品与供应链基础，通过延伸超级供应链能力、深 化与品牌的B端供应链合作、精细化场景运营及升级营销体系，实现"人找货"到"货找人"的双向驱动， 全面提升客户满意度与复购率。 "燎原计划"聚焦集中采购模式的突破与规模化复制。通过对企业在防暑降温、节庆福利、应急急救、积 分营销等需求场景进行快速复制，以及对员工日常健康、特殊渠道定制等新场景的智能挖掘，将分散需 求汇聚为规模市场。 "倍增之战"则锁定企业医疗金这一高速增长赛道。依托政策利好与市场需求，京东健康将发挥"商品+体 验+服务+技术"的整合优势，为企业提供一站式健康福利与理赔解决方案，构筑竞争壁垒。 责任编辑：何俊熹 新浪科技讯 12月18日晚间消息，今日，京东健康企业业务携手海氏海诺、迈瑞、鱼跃、同仁堂健康、 翔宇医疗五家品牌共同成立了"2026年亿元品牌联盟"，京东健康将为联盟伙伴拓展政企市场提供加速平 台。 京东集团SEC委员、京东健康CEO曹冬表示，"员工健康即是企业生产力"已成为广泛共识，企业健康管 理正从福利选项演进为组织发展的关键基石。京东健康依托京东集团超千亿的企业市场规模和百万级客 户基础，以 ...

Core Viewpoint - Ping An Good Doctor (01833) has seen a significant rise in its stock price, driven by the rapid development of its B-end corporate health management business, which is reshaping the growth landscape of the internet healthcare industry [1][3]. Company Summary - The B-end business of Ping An Good Doctor has evolved from basic health services to a comprehensive solution covering the entire health cycle, meeting diverse corporate needs through the "China Ping An Enterprise Health Guarantee Plan" [1]. - The company has established a robust service network that includes health check-ups, expert consultations, medical assistance, convenient medication purchasing, chronic disease management, and corporate medical rooms, collaborating with over 4,500 corporate clients to create high-quality health workplaces [1][2]. Technology and Ecosystem Support - The rapid expansion of the B-end business is supported by technological empowerment and ecosystem collaboration, utilizing Ping An's leading medical databases and continuously upgraded AI medical models [2]. - The "7+N+1" AI product system includes various intelligent decision-making tools, enhancing service accessibility and professionalism through a vast network of approximately 50,000 doctors, over 4,000 partner hospitals, and 240,000 pharmacies [2]. Industry Trends - The deepening of the "Healthy China" strategy and the upgrading of corporate health management needs provide significant growth opportunities for Ping An Good Doctor's B-end business [3]. - As workplace health awareness increases, companies are investing more in employee health management, leading to a shift towards comprehensive and personalized health services, which Ping An Good Doctor is well-positioned to capitalize on [3]. - The resilience of high growth in the B-end business, the profit optimization potential from AI technology, and the ecological advantages of medical insurance collaboration provide solid support for the company's long-term value [3].

Core Viewpoint - Ping An Good Doctor (01833) has seen a significant rise in its stock price, driven by the rapid development of its B-end enterprise health management business, which is reshaping the growth landscape of the internet healthcare industry [1] Group 1: Company Developments - The B-end business has evolved from basic health services to a comprehensive solution covering the entire health cycle, meeting diverse corporate needs through the "China Ping An Enterprise Health Guarantee Plan" [1] - The company has established a robust service network, providing health check-ups, expert consultations, medical assistance, convenient medication purchasing, chronic disease management, and corporate medical rooms to over 4,500 corporate clients [1] Group 2: Technological and Ecological Support - The rapid expansion of the B-end business is supported by technological empowerment and ecological collaboration, utilizing Ping An's leading medical databases and the "Ping An Medical Model" [2] - The company has launched a "7+N+1" medical AI product system, offering intelligent decision-making support across various healthcare scenarios [2] - The integration of "insurance + healthcare" and "insurance + elderly care" strategies enhances the one-stop health guarantee solutions for corporate clients, backed by a vast network of medical resources [2] Group 3: Industry Trends - The "Healthy China" strategy and the increasing demand for corporate health management provide significant growth opportunities for Ping An Good Doctor's B-end business [3] - As workplace health awareness rises, companies are investing more in employee health management, shifting from basic coverage to comprehensive, personalized health services [3] - The high growth resilience of the B-end business, profitability optimization through AI technology, and ecological advantages from medical insurance collaboration support the company's long-term value [3] - The continuous expansion of the corporate health management market and the company's service capabilities are expected to sustain growth momentum and reinforce its leading position in the internet healthcare sector [3]

Core Insights - Ping An Good Doctor has announced a management restructuring, appointing Guo Xiaotao as Chairman and He Mingke as CEO, aiming to enhance its core business growth in health insurance collaboration and corporate health management [1][5] Group 1: Management Changes - Guo Xiaotao's appointment is expected to strengthen the strategic direction of Ping An Good Doctor, leveraging his extensive experience within the Ping An Group to enhance resource integration and collaboration with the group's financial services [3][5] - He Mingke's arrival as CEO may introduce new strategies for the B2B market, given his background in developing B2B initiatives at Baidu's health division [4][5] Group 2: Health Insurance Collaboration Strategy - The Chinese government has introduced multiple policies supporting the integration of health insurance and medical services, creating a favorable environment for Ping An Good Doctor to deepen its health insurance collaboration strategy [2] - The company has established a unique competitive advantage by integrating differentiated medical and elderly care services with financial services, aiming to create a comprehensive health insurance collaboration platform [2] Group 3: Corporate Health Management Growth - Ping An Good Doctor's corporate health management business has seen significant growth, serving over 3,500 companies and achieving a 39.2% year-on-year increase in B2B paying users, exceeding 3.6 million [4] - The company is transitioning its health management services from "soft benefits" to "core competitiveness" for enterprises, providing a full-process proactive medical health management service [4] Group 4: Future Outlook - The management changes are viewed as a systematic arrangement to deepen strategy and enhance execution efficiency during a critical development phase, positioning Ping An Good Doctor to capitalize on opportunities in the corporate health management market [5]