当人工智能与大健康产业深度交融，互联网医疗行业正迎来数智化转型的关键变革。方舟云康控股有限 公司(下称：方舟云康)顺势而为，以人工智能为引擎，以生态合作为支撑，构建起全链路、数智化的慢 病管理生态模式，为行业发展探索出新路径。 作为国内领先的"AI+慢病管理"服务平台，方舟云康的竞争力源于前瞻性的战略布局。企业创新性地打 造"H2H(Hospital To Home)智慧医疗生态"，并于2025年将其全面升级为"AI+H2H智慧医疗新生态"，让 人工智能技术深度融合慢病管理全流程，实现了服务模式的智能化跃迁。 依托"AI+H2H新生态"，方舟云康成功打通慢病管理全链路服务，将健康管理服务场景从医院无缝延伸 至家庭，为患者提供更便捷的健康管理服务。这一生态体系依托"熟人医患关系"的模式，与患者建立起 稳固的信任基础，形成了独特的信任闭环。得益于这一优势，方舟云康平台付费用户复购率高达 85.4%，稳居行业领先水平。 方舟云康在技术上的持续突破，不仅契合企业自身发展需求，更顺应了政策与市场对"AI+医疗"深度融 合的期待。近期，国家卫生健康委发布的《关于促进和规范"人工智能+医疗卫生"应用发展的实施意 见》，明确 ...

公告表示，公司计划将扣除所有成本及费用的所得款项净额约90%(约1.29亿港元)用于加速公司"AI+慢 病管理"平台的开发，包括模型开发与优化、基础设施与计算资源扩充、AI及临床专业领域的人才招 聘、数据采集与标注以及知识库建设，并推出AI增强服务以覆盖更多的患者与医生群体。 经济观察网1月27日，方舟健客宣布，公司成功获配1.5亿港币，每股配售价为3.32港元。配售股份相当 于本公告日期本公司经配发及发行认购股份扩大后本公司已发行股本约3.26%。 ...

Core Viewpoint - Ark Health (06086) has seen a significant stock price increase of 73.84%, reaching HKD 4.12, with a trading volume of HKD 501 million, following its collaboration with Tencent Health on an "AI + Chronic Disease Management" solution [1][1]. Group 1: Company Developments - Ark Health and Tencent Health held a launch event for their "AI + Chronic Disease Management" solution, indicating a new developmental phase in the domestic chronic disease management sector [1][1]. - The partnership aims to provide comprehensive support for industry partners, covering everything from technology validation to scenario implementation and large-scale deployment [1][1]. Group 2: Industry Impact - This collaboration is expected to inject new momentum into the industry's development towards intelligence, compliance, and efficiency [1][1].

Core Viewpoint - Ark Health (06086) has seen a significant stock price increase, rising nearly 40% during trading, with a current price of 2.98 HKD and a trading volume of 136 million HKD, following the announcement of a partnership with Tencent Health to launch an "AI + Chronic Disease Management" solution [1] Group 1: Partnership and Collaboration - The collaboration between Ark Health and Tencent Health marks a new development stage in the domestic chronic disease management sector [1] - The partnership aims to provide comprehensive support for industry partners, from technology validation to scenario implementation and large-scale deployment, enhancing the intelligent, compliant, and efficient development of the industry [1] Group 2: Technological Strengths - Ark Health is recognized as a leading "AI + Chronic Disease Management" service platform, leveraging its innovative "AI + H2H (Hospital to Home) smart healthcare ecosystem" to establish unique technological advantages and practical experience in chronic disease management [1] - Tencent Cloud, as a leading cloud service provider, excels in key technology areas such as cloud computing, big data, and artificial intelligence, complementing Ark Health's strengths [1] Group 3: Market Impact - The strong collaboration between Ark Health and Tencent Health is expected to provide robust technical support for the digital transformation and upgrade of the "AI + Chronic Disease Management" sector [1]

Core Viewpoint - JD Health aims to become a powerful growth engine and launchpad for global medical device brands by leveraging supply, AI, and medical services as its three core drivers [1] Group 1: Strategic Development - JD Health announced its 2026 medical device development strategy during the annual merchant conference, focusing on high-quality growth and innovation in the medical device sector [1] - The company plans to invest over 100 million yuan in marketing resources for the launch of new products in collaboration with the top 100 global brands [1][2] - The medical device market in China is projected to grow from approximately 300 billion yuan to a target of 500 billion yuan in the coming years, driven by policy and market forces [1] Group 2: Product Innovation and Market Expansion - In 2025, JD Health will deepen global collaborations and introduce overseas supplies through large-scale procurement, aiming for a 100% growth in trending categories [2] - The "Crazy New Product IP" initiative has led to the launch of nearly 30 new products with sales exceeding 10 million yuan and around 500 products exceeding 1 million yuan in sales, setting new industry records [2] - JD Health will focus on four high-potential areas in 2026: chronic disease management, home care, home-use medical products, and consumer health products [2] Group 3: AI Integration and Service Enhancement - JD Health is utilizing its self-developed "Jingyi Qianxun" AI model to transform product categories and define value through service, moving towards a full-cycle health management solution [3] - Collaborations with brands like Yuyue, SanNu, and Weitai have resulted in the launch of customized CGM products, creating an integrated smart blood glucose management system [3] - The company aims to enhance its capabilities in supply, service, and AI to promote sustainable development in the medical device industry and make professional healthcare services more accessible [3]

Core Insights - The article highlights the innovative integration of AI in chronic disease management by Fangzhou Jianke, showcasing its potential to address global health challenges [1][2][3] Group 1: Company Overview - Fangzhou Jianke has been a pioneer in the "Internet + Chronic Disease Management" sector since 2015, developing a Hospital to Home (H2H) smart healthcare ecosystem [2] - The company has upgraded its platform to create a more professional, intelligent, and efficient "AI + H2H Smart Healthcare Ecosystem," enhancing patient care from hospital to home [2] Group 2: AI Technology Integration - AI technology is fully integrated into Fangzhou Jianke's healthcare services, utilizing the self-developed Xing Shi model, which includes multi-modal capabilities such as image and voice recognition, and natural language processing [2] - The AI health steward provides continuous real-time interaction, assisting patients in managing their health effectively, while the AI academic assistant addresses urgent clinical decision-making needs and improves the efficiency of medical information retrieval for doctors [2][3] Group 3: Industry Impact - The integration of AI not only enhances the operational efficiency of the H2H smart healthcare ecosystem but also builds trust among patients and doctors by addressing their pain points [3] - Fangzhou Jianke aims to set a new benchmark in the "AI + Internet Healthcare" sector, promoting standardized and intelligent development in chronic disease management, and providing a replicable "Chinese solution" for global health challenges [3]

Core Insights - The 2025 Health Technology and Science Popularization Conference focused on the theme "AI Leading a New Era of Health Science Popularization," bringing together experts and practitioners to discuss the integration of AI technology in health education and chronic disease management [1] Group 1: Company Overview - Fangzhou Yunkang has been deeply engaged in the chronic disease management sector, aiming to enhance patients' self-management capabilities and quality of life through technological means [2] - The company launched the chronic disease management health science popularization platform "Fangzhou Yiliao" in 2021, which aims to shift patients from a "passive understanding" to "active management" of their health [2] - The platform has served over 25 million users, with a total exposure of science popularization content exceeding 1.2 billion times and has produced over 30,000 compliant science popularization articles [2] Group 2: Technological Innovation - Fangzhou Yiliao completed an "AI + H2H" technology upgrade in 2025, integrating AI deeply into the health science popularization process to address common patient challenges [3] - The platform utilizes a self-developed large model to simplify complex medical concepts and enhance user engagement through a "full-scene human-machine collaboration" model [3] - Recent campaigns, such as "AI + Psoriasis Management" and "AI + Diabetes Management," have significantly increased content dissemination efficiency, attracting over one million viewers [3] Group 3: Content Integrity and Future Outlook - Fangzhou Yiliao maintains a rigorous content verification process, incorporating a four-tier safeguard mechanism to ensure the accuracy and reliability of health science content [4] - The recognition of Fangzhou Yiliao as the "Best Innovative Work" highlights the industry's acknowledgment of its AI-driven science popularization efforts [4] - The company aims to continue integrating chronic disease management practices with AI technology to enhance the reach and effectiveness of health education, contributing to the "Healthy China 2030" initiative [4]

Group 1 - The company announced the resignation of its chairman, CEO, and other key positions, effective December 7, 2025, with the board expressing respect for the decision and gratitude for contributions made during the tenure [1] - David McKee HAND has been appointed as the new chairman, and the board has initiated a search for a new CEO, considering both internal and external candidates [1] - The company assures that these leadership changes will not affect its existing strategies and daily operations, with a commitment to continue stable development [1] Group 2 - Since its establishment in 2015, the former CEO has focused on the long-term development and strategic layout of the company, leading it through a significant transformation in the pharmaceutical industry [2] - The company successfully transitioned from a pharmaceutical e-commerce platform to a leading enterprise in "AI + chronic disease management," and it went public on the Hong Kong Stock Exchange in 2024 [2] - The company aims to continue focusing on online chronic disease management, leveraging AI services to assist millions of patients and contributing to the "Healthy China 2030" initiative [2]

Core Viewpoint - The collaboration between Fangzhou Yunkang and Tencent Health aims to integrate technology and practical scenarios to provide comprehensive support for the "AI + Chronic Disease Management" solution, promoting the intelligent, compliant, and efficient transformation of the internet healthcare industry [1][2]. Group 1: Policy Empowerment - The recent policies from the 20th Central Committee of the Communist Party of China emphasize the implementation of "Artificial Intelligence +" actions, accelerating the integration of AI in the healthcare sector [2]. - The joint initiative by Fangzhou Yunkang and Tencent Health responds to these policies, aiming to enhance the accessibility and quality of healthcare services through AI [2]. Group 2: Technological Integration - Fangzhou Yunkang's "AI + H2H (Hospital to Home) Smart Medical Ecosystem" combines its expertise in chronic disease management with Tencent Health's advanced technological capabilities, creating a robust solution for the industry [3]. - The "AI + Chronic Disease Management" solution leverages Tencent Health's TI platform for efficient model optimization, aligning closely with real business needs [3]. Group 3: Performance and Impact - The effectiveness of the solution is evidenced by a significant 2.4 times increase in the user base for AI functionalities on the platform in October, indicating strong growth [4]. - Features like the "Report Interpretation" function on the Jianke Doctor APP address common patient challenges, enhancing user engagement and platform dependency [4]. - The AI Health Steward provides 24/7 health consultations and intelligent triage, while the AI Medication Assistant offers a photo recognition feature, improving service efficiency and user experience [4]. Group 4: Future Outlook - The company plans to deepen strategic collaborations with Tencent Health and other industry partners to continuously optimize the "AI + Chronic Disease Management" solution, aiming to provide smarter and more reliable services [5].

Core Viewpoint - The collaboration between Ark Health and Tencent Health marks a new development phase in the domestic chronic disease management sector, providing comprehensive support for technological validation, scenario implementation, and large-scale deployment in the industry [1][5]. Group 1: AI and Chronic Disease Management - The "AI + Chronic Disease Management" solution is based on Ark Health's effective practices in the field, demonstrating significant value through substantial business data, with a 2.4 times increase in AI function experience user volume in October [1][2]. - The AI technology effectively addresses user pain points, such as the common difficulty patients face in understanding medical reports, leading to increased user engagement and trust in the AI functionalities [2][3]. Group 2: Technical Foundation and Security Measures - The solution is built on a solid technical foundation, utilizing Tencent Health's TI platform to create a large model base, enabling efficient fine-tuning and continuous optimization of models [3][4]. - Ark Health has implemented multiple security measures to ensure reliable application in the sensitive medical field, including knowledge base optimization and compliance upgrades to mitigate risks associated with large models [2][3]. Group 3: Industry Collaboration and Policy Response - The partnership aims to integrate Ark Health's AI capabilities with Tencent Health's comprehensive service capabilities, facilitating safe, efficient, and compliant digital upgrades for industry partners [3][5]. - This collaboration aligns with recent policy initiatives from the National Health Commission and other departments to promote and regulate the application of AI in healthcare, positioning AI medical solutions as a vital component of public health infrastructure [5]. Group 4: Future Outlook - Ark Health plans to continue driving technological innovation and deepen collaborations with Tencent Health and other industry partners, aiming to enhance chronic disease management services towards greater efficiency, precision, and accessibility [5].