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调研速递|国新健康接受超50家机构调研,AI应用与业务布局成焦点
Xin Lang Cai Jing· 2025-09-16 09:55
Core Insights - The company held a performance briefing on September 16, 2025, discussing its operational results and future outlook, attended by over 50 institutions and media representatives [1] Group 1: AI Applications - The company established an AI center in the first half of 2025, deploying AI across various sectors including healthcare, which positively impacted performance [2] - AI applications have been implemented in medical insurance, covering over 800 hospitals, and are being upgraded in regions like Xinjiang and Zhejiang [2] - The company aims to build a closed-loop AI capability in the healthcare sector to enhance competitiveness in the medium to long term [2] Group 2: Health Insurance Business - The company is adapting to industry changes driven by new national policies, focusing on risk control and product innovation in health insurance services [3] - Collaborations with multiple insurance companies have been established to enhance the full-chain service of health insurance [3] Group 3: Digital Healthcare and Medical Business - The company sees a positive outlook for digital healthcare and medical services, supported by ongoing policy backing and strong demand for medical insurance services [4] - Digital healthcare is expected to introduce new products, with data operations and AI innovations driving performance growth [4] Group 4: Digital Pharmaceutical Business - The digital pharmaceutical segment experienced high revenue growth in the first half of 2025, with an increase in gross margin due to fixed labor costs [5] - The business is expanding from regulatory services to digital services for pharmaceutical companies, indicating a broad market potential for continued growth [5] Group 5: Chronic Disease Management - The company has established a clear layout for chronic disease management, consisting of a central hub, two major platforms, and three service categories [6] - The business model aims to provide convenient services while exploring sustainable profit paths [6] - The company is addressing reasons for the decline in gross margin and implementing cost control measures to enhance profitability [6]