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睿择获中再保险战略加持,药师帮(9885.HK) 深化万亿商保布局
Ge Long Hui· 2025-10-17 00:35
Group 1 - The core viewpoint of the news is that Ruize Health has completed a new round of strategic financing by introducing China Reinsurance as a significant shareholder, marking recognition of its innovative model in the "pharmaceutical + insurance" sector [1] - The collaboration is expected to create significant resource synergies, with China Reinsurance providing expertise in risk pricing and a broad insurance channel network, while Yaoshi Bang supports Ruize Health with its nationwide pharmaceutical supply chain [1] - This partnership positions Yaoshi Bang to accelerate its entry into the trillion-yuan commercial health insurance market and extend its services to end consumers covered by commercial insurance [1] Group 2 - Ruize Health has shown remarkable growth, with over 30 cooperative insurance institutions and more than 1.2 million service policies as of September 2025, reflecting a year-on-year increase of over 700% [2] - The company holds over 50% market share in the outpatient insurance segment, leading the industry, and has achieved a peak daily GMV of over 1 million yuan for commercial pharmaceutical services [2] - The introduction of China Reinsurance enhances Ruize Health's risk control and channel capabilities, further facilitating Yaoshi Bang's transition from B-end supply chain services to C-end consumer services [2]