能力构建：以"超级医药供应链"为基石，打造"供给×体验×用户"增长三角 12月11日，以"启新篇 筑未来"为主题的京东健康即时零售2025品牌增长大会在北京隆重召开。本次大 会汇聚了宏宇健康产业集团、科赴等数百家医药工业领军品牌的代表，共同探讨医药即时零售的未来趋 势，探索高质量增长的新路径。会上，京东健康系统阐释了以"用户、供应链、运力"为核心支撑的即时 零售生态体系，并正式发布"供给×体验×用户"增长三角模型，致力于为合作伙伴提供可持续的确定性 增长。 趋势洞察：即时零售已成医药健康增长主引擎，年轻化、场景化需求崛起 当前，健康消费正经历深刻的代际变迁。随着年轻群体的健康意识显著提升，消费行为呈现出"精粹养 生""懒系健康"等新特征。京东健康数据显示，京东买药秒送30岁以下用户占比年同比提升16%，学生 群体用户占比年同比提升11.5%，年轻客群正成为引领医药即时消费变革的关键力量。 从"被动应对"到"主动管理"，年轻消费者在健康消费上表现出三大特点：即时性、个性化与场景化。咽 干咽痒、出行晕车、紧急医美修复等细分场景需求快速增长，推动医药零售从"治病用药"向"健康管 理""即时响应"延伸。 面对新消费趋 ...

Core Insights - JD Health reported Q3 2025 revenue of 17.12 billion RMB, a year-on-year increase of 28.7%, and a net profit of 1.90 billion RMB, up 42.4% year-on-year, reflecting sustained growth and the long-term value of its "super pharmaceutical supply chain" [2][3][4] Financial Performance - Q3 revenue reached 17.12 billion RMB, marking a 28.7% increase year-on-year [2] - Net profit for the quarter was 1.90 billion RMB, representing a 42.4% year-on-year growth [2] Business Model and Strategy - JD Health has evolved beyond a mere "pharmaceutical e-commerce" platform, integrating a robust supply chain with comprehensive health management services [3][4] - The company focuses on addressing unmet needs in the healthcare sector, such as improving access to innovative drugs and providing ongoing patient support [2][4] Collaborations and Partnerships - In Q3, JD Health collaborated with major pharmaceutical companies like Eli Lilly and Eisai, enhancing its supply chain capabilities [4][5] - The company launched over 30 innovative drugs online in Q3 alone, surpassing the total for the first half of the year [5] Market Expansion and Global Reach - At the China International Import Expo, JD Health partnered with 21 top health brands from 11 countries, facilitating their entry into the Chinese market [6] - The company aims to integrate global health resources into everyday life, ensuring accessibility for consumers [6] Supply Chain and Logistics - JD Health's supply chain is designed to meet diverse health needs, ensuring stable supply for both common and rare medications [7][8] - The company has implemented advanced logistics solutions, including temperature-controlled storage, to ensure the safe delivery of pharmaceuticals [10] Technological Innovation - AI technology plays a crucial role in optimizing health services, enhancing patient management, and improving operational efficiency [12][13] - JD Health has developed an AI hospital model that streamlines the patient journey, reducing wait times and improving service delivery [12][13] Consumer Engagement and Health Management - The company has introduced AI-driven health management tools, providing personalized health advice and support to users [14][15] - JD Health's services have expanded to include at-home healthcare options, catering to the needs of elderly and chronically ill patients [15] Conclusion - JD Health's commitment to long-term value creation and its focus on integrating technology into healthcare services position it as a leader in the evolving health market [16]

Core Insights - JD Health achieved record high sales during the 2025 11.11 shopping festival, with over 7,000 brands doubling their transaction volume compared to the previous year [1] - The integration of a "super pharmaceutical supply chain" and advanced digital technologies has positioned JD Health as a key player in the health industry, enhancing sales and creating a win-win ecosystem [2] Group 1: Health Consumption Trends - There is a significant increase in health consumption awareness among consumers, leading to a diverse and intelligent consumption trend [3] - Over 2,500 pharmaceutical brands saw their transaction volume double, with innovative original drugs also experiencing a doubling in sales [3] - Nutritional consumption is undergoing a transformation, with over 2,500 health and nutrition brands doubling their sales, and specific categories like health supplements seeing over 200% growth [3] Group 2: Professional Health Services - The demand for professional health services is rising, with JD Health leveraging its "medical testing, diagnosis, and treatment" service model to meet diverse consumer needs [4] - The JD Internet Hospital has improved online consultation services, with over 90% of video consultations being completed within 9 seconds [4] - AI-driven services, including AI doctors and nutritionists, are providing around-the-clock support, with a significant increase in user engagement and satisfaction [4] Group 3: Future Outlook - JD Health aims to continue enhancing its role as the primary online health consumption entry point, making quality medical products and services more accessible [5]

Core Insights - The eighth China International Import Expo saw JD Health establish partnerships with numerous multinational pharmaceutical companies and health brands, surpassing previous collaboration scales and focusing on top global pharmaceutical brands [1][2][3] - JD Health is leveraging its "super pharmaceutical supply chain" to empower companies and transition partnerships from simple channel cooperation to building a health ecosystem [1][3] Group 1: Strategic Collaborations - JD Health and Eli Lilly upgraded their strategic partnership during the expo, discussing future plans in diabetes care [2] - A strategic cooperation agreement was signed between JD Health and Kasey, focusing on disease education and chronic disease management [2][3] - JD Health is a key partner for Novo Nordisk, collaborating on a comprehensive service model for obesity and diabetes management [3] - Bayer and JD Health initiated a women's health literacy enhancement program, integrating medical resources and building a professional content library [3] - Sanofi and JD Health signed an ecological cooperation agreement to establish a Type 1 diabetes management center [3] Group 2: Market Dynamics - The outpatient market is becoming a critical battleground for pharmaceutical companies, shifting from a secondary option to a primary focus due to changes in patient consumption habits and healthcare policies [6][7] - JD Health is addressing the complexities of the outpatient market by offering a unified platform for pharmaceutical companies, reducing communication costs and enhancing operational efficiency [7] - The online pharmaceutical sales market is projected to grow, with JD Health leveraging over 200 million active users to enhance its digital marketing capabilities [8] Group 3: Internet Healthcare Transformation - The internet healthcare sector is reshaping patient treatment habits, with JD Health enhancing its services to meet evolving consumer health needs [10][11] - JD Health's internet hospital is facilitating a closed-loop service for flu prevention, allowing online consultations and prescription management [10] - The company is developing specialized healthcare services across various fields, providing a comprehensive approach to chronic disease management [11] Group 4: Future Outlook - The Chinese pharmaceutical retail market is expected to reach 501.9 billion yuan in 2024, with online sales growing faster than traditional retail [8] - JD Health aims to continue building an integrated healthcare service ecosystem, focusing on user-centered value creation and supply chain advantages [11]