中国医疗健康产业20万亿，长周期、慢节奏、重投入，是一门难而正确的生意。未来，要看谁的战略决心更坚定，谁能扎实落地AI技术，创新解决难 题，谁就能收获更多用户的信任。 ©️懂财帝出品 · 作者｜嘉逸 蚂蚁，乘着AI东风，加速进击20万亿医疗健康，再度点燃战火。 近期，蚂蚁"变阵"。原"蚂蚁数字医疗健康事业部"正式升级为"蚂蚁健康事业群"，成为新战略支柱板块。 这是近五年来，蚂蚁最关键的一次业务架构调整。 蚂蚁还透露，旗下的AI ToC产品蚂蚁AQ上线仅4个月，月活就已突破千万。 | | | | Al 医疗健康主要玩家、Al 应用及功能 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 制表:懂财帝 | | 数据来源:公开资料 | | | | Al 应用 | 蚂蚁 AQ | 阿里健康 阿夸健康 | 京东健康 APP | 平安好医生 APP | 微信医疗健康 (小程序) | 小荷 Al 医生 | | 所属公司 | 蚂蚁集团 | 阿里巴巴 | 京东健康 | 平安好医生 | 腾讯 | 字节 跳动 | | 核心功能 | Al 健康管家 | 医药电商、 | ...

作为拜耳在华设立的首个创新中心，该中心将孵化本土创新药企，推动本土创新药出海，同时与高水平 科研临床机构合作，提升基础科研及临床转化能力。这一项目的落地，成为国际医药创新公园加速集聚 全球医药创新力量的生动注脚。 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提 出，支持创新药和医疗器械发展。北京聚焦生物医药产业开展深度创新、融合和提升，筑巢引凤之下， 越来越多医药企业选择落户国际医药创新公园，为区域产业发展注入强劲动能。 新华社北京11月21日电 "北京是拜耳在华发展的重要战略起点，落地创新公园正是我们携手本土创新力 量、共建医药研发新生态的关键环节。"近日，拜耳・亦庄开放创新中心在位于北京经济技术开发区的 国际医药创新公园正式启用，拜耳全球生命科学共创平台、首批入孵企业同步落地，拜耳集团处方药事 业部全球执行副总裁兼中国区总裁、拜耳中国区总裁周晓兰的表态，道出了众多入驻企业的心声。 "园区充分发挥首都的政策优势、创新优势和开放优势，生物医药产业聚集态势已初步形成，2026年还 将有新一批创新药械领军企业入驻。"北京经济技术开发区生物技术和大健康产业局副局长王展硕介 ...

新华社北京11月21日电 题：国际医药创新公园迎"新"记 新华社记者吉宁 "北京是拜耳在华发展的重要战略起点，落地创新公园正是我们携手本土创新力量、共建医药研发新生 态的关键环节。"近日，拜耳・亦庄开放创新中心在位于北京经济技术开发区的国际医药创新公园正式 启用，拜耳全球生命科学共创平台、首批入孵企业同步落地，拜耳集团处方药事业部全球执行副总裁兼 中国区总裁、拜耳中国区总裁周晓兰的表态，道出了众多入驻企业的心声。 更引人注目的是，依托国家人工智能应用中试基地（医疗领域）的落地，园区正加快培育AI医疗健康 产业集群，建设超级算力底座、数据标注基地、医疗健康及药品行业可信数据空间等关键基础设施，瞄 准AI+医药制造、精准诊疗两大方向，打造产业创新新优势。 "我们正在构建'产业链、创新链、人才链、生态链'体系。"北京经济技术开发区工委书记孔磊表示，国 际医药创新公园将聚焦全球顶尖生物医药企业总部及创新中心落地服务，同步打造覆盖创新产品研发、 中试到规模化生产的全周期一体化空间，为企业发展提供全链条支撑。 伴随着一次次的迎"新"，国际医药创新公园涌动着建设热潮与创新活力。接待大厅内，前来考察洽谈的 客商络绎不绝，对园 ...

Core Viewpoint - Ant Group is transforming its digital healthcare division into an independent Health Business Group, marking a significant strategic shift aimed at establishing healthcare as a core pillar of its business alongside financial and lifestyle services [2][3]. Group 1: Strategic Shift - The upgrade of the digital healthcare division to an independent Health Business Group is the most significant strategic adjustment for Ant Group in the past five years [2]. - The new organizational structure includes five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Business Group, Digital Payment Business Group, Wealth Insurance Business Group, Credit Business Group, and the newly established Health Business Group [2][3]. Group 2: Market Potential - The healthcare sector is identified as a key area for growth, with the Chinese health industry projected to grow from 8 trillion yuan in 2019 to 20 trillion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 15% [3]. - The aging population in China is expected to drive the elder care market to exceed 20 trillion yuan by 2030, indicating a substantial market opportunity for healthcare services [3]. Group 3: Historical Context - Ant Group has been strategically positioning itself in the healthcare sector since 2014, evolving from basic online appointment and payment services to a comprehensive ecosystem that includes payment, service, and AI capabilities [3][4]. - The company has connected with 5,000 hospitals and 300,000 registered doctors, serving nearly 900 million users [4]. Group 4: Leadership and Execution - CEO Han Xinyi's strategic vision and organizational collaboration have been pivotal in the establishment of the Health Business Group, showcasing strong execution and resource integration capabilities [4][5]. - The strategic elevation of the health business reflects a growing recognition of its importance within the company's overall strategy [4]. Group 5: Competitive Landscape - The healthcare sector is characterized by high investment requirements, long cycles, and profitability challenges, with competitors like Tencent and Huawei already deeply entrenched in the market [5][6]. - Ant Group faces significant challenges in navigating a complex healthcare ecosystem involving multiple stakeholders, including hospitals, doctors, patients, and insurance companies [6][7]. Group 6: Future Outlook - Ant Group aims to leverage its unique combination of resources in payment, service, and data to differentiate itself in the competitive landscape [10][11]. - The company is focused on building a comprehensive ecosystem that integrates various healthcare services, from prevention to treatment and insurance, to create a sustainable competitive advantage [11].

Core Viewpoint - Ant Group has strategically upgraded its "Digital Healthcare Division" to "Healthcare Business Group," aiming to accelerate the development of healthcare services as a strategic pillar of the company [2][3]. Group 1: Strategic Adjustments - The restructuring has led to a more comprehensive business matrix for Ant Group, which now includes five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Business Group, and the newly formed Healthcare Business Group [3]. - The timing of this strategic shift is notable as it reflects a broader trend in the AI industry, moving from model competition to focusing on practical applications and commercialization [5][7]. Group 2: AI Application in Healthcare - Ant Group's AI strategy is taking shape with a focus on three key areas: lifestyle services, financial services, and healthcare services [5]. - The launch of the AI health management app AQ has been a significant success, achieving over 10 million monthly active users within four months and a compound growth rate of 83.4% in Q3 2023, far exceeding the industry average of 13.5% [8][10]. Group 3: Market Dynamics and Trends - The competition among major tech companies is shifting from parameter optimization to application-level differentiation, with a focus on creating value through AI models [13][14]. - The healthcare sector is becoming increasingly competitive, driven by the need for specialized AI applications that can address complex healthcare challenges [6][19]. Group 4: Long-term Vision and Market Potential - The healthcare market in China is projected to exceed 20 trillion RMB by 2025, driven by an aging population and increasing demand for chronic disease management and personalized health services [44][46]. - Ant Group's historical investments in digital healthcare infrastructure have positioned it well to capitalize on these emerging opportunities, transitioning from a connector in the healthcare system to an active participant with service capabilities [22][39]. Group 5: Challenges and Future Outlook - The transition to AI-driven healthcare services presents challenges, including the need for deep integration into existing healthcare systems and the establishment of unique competitive advantages in vertical markets [17][19]. - The success of Ant Group's healthcare initiatives will depend on its ability to navigate these challenges and leverage its existing capabilities to meet the evolving demands of the healthcare market [59][61].

Core Insights - Ant Group's CEO, Han Xinyi, emphasized the company's commitment to AI in healthcare, aiming to simplify medical access and promote healthier living [1][6] - The establishment of the Health Business Group marks a strategic shift for Ant Group, focusing on addressing the growing health demands of the population [1][4] Group 1: Market Demand and AI Application - There are over 500 million chronic disease patients in China, with a significant increase in health needs among the elderly population and younger generations [4] - Ant Group's AI health application, AQ, surpassed 10 million monthly active users within four months of launch, achieving a compound growth rate of 83.4%, the highest in the industry [4][5] - The application includes over a hundred AI features, such as health education, consultation, report interpretation, and health records management [4] Group 2: Enhancing Healthcare Accessibility - Ant Group collaborated with Shanghai Renji Hospital to create an intelligent urology specialist that improved diagnostic accuracy for grassroots doctors by 4%-8% [4] - The "Digital Family Doctor" initiative has deployed AI avatars for 208 family doctors, serving 400,000 residents and one million professionals in Shanghai [4] - Over 300 "Famous Doctor AI Avatars" have been developed in partnership with top-tier hospitals, significantly increasing access to quality medical services for patients across various cities [5] Group 3: Chronic Disease Management and Research - AQ provides personalized management services for over 500 million chronic disease patients through AI health records and integration with smart health devices [5] - Ant Group has partnered with Sichuan University West China Hospital to enhance research and service systems for chronic diseases like lung nodules, aiming to bridge the gap between AI medical research and clinical application [5][6]

Core Insights - Ant Group's CEO, Han Xinyi, emphasized the company's commitment to AI in healthcare, aiming to simplify medical access and promote healthier living [1][4] - The establishment of the Health Business Group marks a strategic shift for Ant Group, focusing on addressing the growing health demands of the population [1][4] Group 1: Health Demand and AI Solutions - The health needs of the public are escalating, with over 500 million chronic disease patients in China facing low awareness, treatment, and control rates [3] - Ant Group's AI health application, AQ, launched in June, has surpassed 10 million monthly active users within four months, achieving a compound growth rate of 83.4%, the highest in the industry [3][4] - The application offers over a hundred AI features, including health education, consultation, report interpretation, and health records management [3] Group 2: Enhancing Medical Services - Ant Group collaborates with top-tier hospitals to create over 300 "famous doctor AI avatars," significantly increasing access to quality medical services for patients in remote areas [4] - The AI avatars have already served over 6.5 million insomnia patients, far exceeding the annual in-person consultation numbers of the hospitals [4] - The company is also focusing on chronic disease management by providing personalized health management services to over 500 million chronic disease patients [4] Group 3: Strategic Partnerships and Future Goals - Ant Group has partnered with Sichuan University West China Hospital to enhance research and service systems for chronic diseases like lung nodules [4] - The company aims to bridge the gap between AI medical research and clinical application, addressing the "last mile" challenge in healthcare [4] - Han Xinyi reiterated the company's mission to leverage technology to solve social health issues, reinforcing the strategic importance of the Health Business Group [4]

蚂蚁对医疗健康领域的投入可追溯到11年前。从2014年中国第一笔线上挂号缴费开始，2019年推出中国 首张电子医保码、2024年收购国内最大的线上问诊平台好大夫在线、同年AI健康管家AQ试运行……目 前，医保商保支付服务、数字化就医服务、AI医疗健康服务，共同构成了蚂蚁健康的三大核心业务。 数据显示，蚂蚁健康平台累计服务用户近9亿。 北京商报讯(记者刘四红)11月7日，蚂蚁集团CEO韩歆毅发布全员信，并宣布升级组织架构：原"数字医 疗健康事业部"正式升级为"健康事业群"，并将加速推动医疗健康业务成为蚂蚁的战略支柱板块。 据悉，这是蚂蚁集团近年来最关键的一次组织架构升级，其业务矩阵也愈发完整：除蚂蚁国际、蚂蚁数 字科技、OceanBase保持独立公司运营外，支付宝事业群、数字支付事业群、财富保险事业群、信贷事 业群与新成立的健康事业群，共同构成蚂蚁5大核心业务板块。重投大健康赛道，也标志着蚂蚁对新增 长曲线的探索，至此蚂蚁也完成了对生活服务、金融服务、健康服务三大关键领域的AI战略布局。 全员信披露，张俊杰将出任健康事业群总裁。据了解，他是2014年加入蚂蚁的"老兵"，也是支付宝医疗 业务的首批员工之一，参与主 ...

Core Insights - Ant Group's CEO, Han Xinyi, announced a significant organizational restructuring, upgrading the "Digital Healthcare Division" to the "Healthcare Group," aiming to accelerate the healthcare business as a strategic pillar for the company [1] - This restructuring marks a critical development for Ant Group, with its business matrix becoming more comprehensive, including five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Group, Digital Payment Group, Wealth Insurance Group, Credit Group, and the newly established Healthcare Group [1] - Zhang Junjie, the former general manager of the Digital Healthcare Division, has been appointed as the president of the Healthcare Group, reporting directly to Han Xinyi [1] Business Operations - The Healthcare Group's three core business areas include medical insurance payment services, digital medical services, and AI healthcare services [1] - Ant Health's platform has served nearly 900 million users cumulatively [1] - The AI health application AQ, launched four months ago, has surpassed 10 million monthly active users, becoming the fifth AI-native app to achieve this milestone [1] Market Position - According to research from QuestMobile, AQ is the only professional-grade AI application among the five AI-native apps that have exceeded 10 million monthly active users [1]

Core Viewpoint - Ant Group has restructured its business to elevate the "Ant Health Division" to a new strategic pillar, indicating a significant shift towards healthcare services as a core business unit [2][4][12] Business Structure and Strategy - The restructuring forms a new business matrix with five core units: Ant International, Digital Technology, Oceanbase, Alipay Business Group, Digital Payment Business Group, Wealth Insurance Business Group, Credit Business Group, and the newly established Health Business Group [2][4] - The focus on healthcare is not a sudden development but a long-term strategy that has been in the making since 2014, with various milestones in digital healthcare services [5][6] AI Integration - AI technology is a critical factor enabling Ant Group to invest in healthcare, allowing for the integration of fragmented medical services and enhancing the company's connectivity capabilities [9][10] - The launch of AQ, an AI health application, has seen rapid user growth, indicating the potential for AI-driven healthcare solutions [10][11] Market Context - The healthcare sector is experiencing a shift from high-profile growth to a more regulated environment, yet Ant Group is choosing to invest heavily in AI and health services [14][15] - The Chinese healthcare market is projected to exceed 20 trillion yuan by 2025, driven by an aging population and increasing chronic disease prevalence, making healthcare services a universal need [15] Organizational Focus - The establishment of the Health Business Group reflects a return to Ant Group's strengths in systematic construction and infrastructure development, emphasizing the integration of basic services with intelligent solutions [16][17] - The leadership under CEO Han Xinyi shows a strong commitment to the health sector, with active involvement in product development and team dynamics [16][17]