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9月数字健康:好医生云医疗 微医“闯关”港股 健康160港股上市 1药网Q2营收32亿元
Sou Hu Cai Jing· 2025-10-11 09:04
2025年9月,数字健康领域又有哪些事?以下为数字经济新媒体 #网经社 旗下数字健康台为您带来本月数字健康领域各平台最新动态回顾。 【要闻速览】 1.好医生云医疗递表港交所 年入32亿难掩"失血"窘境 2.美团GLP-1月销量突破20万单,已超传统医药电商 3.京东医美首家独立门店10月开业 预售成交额破百万 4.健康160在港交所上市 5.康远大健康等27款APP因违规被河北省通信管理局通报 一、榜单/报告 巨量引擎:《2025年巨量引擎医药健康行业数字营销白皮书》(PPT) 近日,巨量引擎联合莲藕健康共同发布《2025年巨量引擎医药健康行业数字营销白皮书》(以下简称"白皮书"),基于抖音数亿日活用户的健康行为数据、 1041份用户调研结果及多维度行业数据,深度解码医药健康行业的市场变革、用户行为变迁与营销破局路径。为医药健康商家提供2025年医药市场洞察、医 药行业六大特色人群以及抖音营销解码,助力商家在行业变革浪潮中找准方向、脱颖而出,开启数字化营销增长新征程。今天就带大家划重点,看看药企如 何借数字营销实现"破圈增长"。 医美男性用户已近3成 罗兰贝格携手美团医美发布《2025医美行业白皮书》 近日, ...
健康礼赠、膳食调理成“双节”健康消费新趋势 京东健康引领“健康过节”新风尚
Sou Hu Wang· 2025-10-11 07:36
这个假期,"送礼送健康"已从一句问候落实为千万消费者的实际选择。京东健康数据显示,以纯鲜炖燕 窝、阿胶糕、西洋参为代表的传统滋补品销售呈现爆发式增长,销售额同比激增205%。与此同时,赖 氨酸、蛋白粉、氨糖等现代营养补充剂也增势强劲,销售额同比增幅分别达到200%、85%、76%,充分 反映出消费者在情感表达上更倾向于选择具有实用价值与关怀意义的健康佳品。 眼下,国庆中秋"双节健康消费"的热潮未退,年终的健康关怀已接力登场。10月9日晚8点,京东11.11 火爆开启,大促期间,消费者在购买药品、保健品、医疗器械等健康好物时,还能参与抽免单活动。 11.11期间,限时抽免单次数翻倍、免单返现金额最高翻3倍等互动也将带来惊喜不断的消费体验。 随着国庆中秋双节假期落下帷幕,在全国涌动的旅游与消费热潮中,强劲的"健康消费"正悄然成为市场 新亮点。来自京东健康的消费数据显示,今年国庆8天长假期间,健康礼赠、膳食调理成为当下健康消 费的两大主要趋势,充分显示出公众健康意识的显著提升与消费观念的深刻转型。 节日盛宴推杯换盏之余,公众对自身健康的关注与管理也在持续深化。面对聚餐增多可能带来的消化负 担,越来越多的消费者选择主 ...
平安好医生,以AI助力医险协同再提升
Sou Hu Cai Jing· 2025-10-11 02:06
Core Insights - The article highlights the significant role of AI in driving new developments across various industries, particularly in healthcare, where it is being embraced for applications such as diagnostic assistance, drug development, and telemedicine [2][4][9] - Ping An Good Doctor is positioned as a leading player in leveraging AI to explore new growth opportunities, as evidenced by recent management changes aimed at enhancing its AI capabilities [2][5][8] Group 1: Management Changes and AI Strategy - On October 7, Ping An Good Doctor announced a management reshuffle, appointing Guo Xiaotao as the chairman and He Mingke as the CEO, indicating a strategic focus on AI-driven growth [2][6] - He Mingke brings extensive experience in the internet and healthcare sectors, which is expected to enhance the company's potential in AI applications [2][7] Group 2: AI Product Development - Ping An Good Doctor has developed a comprehensive "7+N+1" AI product system, which includes various AI-driven services such as digital doctors and health management tools, aimed at providing intelligent decision support across all business processes [4][8] - The company has utilized its extensive medical databases and online consultation data to continuously upgrade its AI models, indicating a strong commitment to AI integration [4][5] Group 3: Financial Performance - In the first half of 2025, Ping An Good Doctor reported a total revenue of 2.5 billion yuan, a year-on-year increase of 19.5%, and a net profit of 134 million yuan, reflecting a growth of 136.8% [5][8] - The company's gross margin improved from 32.2% to 33.6% due to AI empowerment and business structure optimization, showcasing the financial benefits of its AI initiatives [8][9] Group 4: AI and Insurance Collaboration - AI is becoming a crucial link between healthcare and insurance, facilitating better collaboration and service efficiency, which is a key focus for Ping An's development strategy [6][9] - The integration of AI allows for enhanced user experience and data analysis, bridging the gap between front-end services and back-end insurance operations [6][9] Group 5: Market Potential and Future Outlook - The market for medical AI models is projected to reach nearly 2 billion yuan by 2025, with a year-on-year growth of 140%, indicating significant growth potential in the sector [4] - Ping An Good Doctor's strategic focus on AI is expected to unlock new opportunities within the broader ecosystem of Ping An Group, positioning it for future growth in a rapidly evolving market [9][10]
平安好医生现人事大变动:李斗辞职,郭晓涛、何明科接棒
Hua Xia Shi Bao· 2025-10-11 01:45
本报(chinatimes.net.cn)记者胡金华 上海报道 2016年起,苏东开始担任平安财险浙江分公司总经理,他曾带领浙江分公司成为全国第四家保费规模突 破百亿的机构,2019年保费收入达141.5亿元,市场排名第二;此后他又从浙江分公司调任上海分公 司,直至此次调任平安好医生。 日前,平安好医生(01833.HK)发布公告称,公司董事会主席、执行董事、公司首席执行官李斗因个 人工作安排辞任,平安集团联席CEO郭晓涛任董事会主席,"百度系"老将何明科成为首席执行官、执行 董事。与此同时,《华夏时报》记者10月9日从相关渠道获悉,平安产险上海分公司总经理苏东也"转 战"平安好医生,任公司副总经理,集团内部体系已经下达正式任命。 "平安好医生管理层的大变动或出于战略考量。李斗作为平安系少壮派,公告称因个人工作安排辞职, 或许并非离开平安系,而是另有任用。此外,集团郭晓涛担任董事会主席,何明科当CEO,产险苏东出 任副总,显示出平安集团对医疗养老板块的高配姿态。"一位接近平安集团的相关人士对《华夏时报》 记者表示。 管理层大变动 对于李斗的"离开",外界颇感意外。 "李斗进入平安好医生后,进行了大刀阔斧改革, ...
互联网让健康更贴近生活——中国医师网·商城构建医疗新格局!
Sou Hu Cai Jing· 2025-10-10 08:41
除了信息服务,平台特别推出公众入驻与加盟合作政策,吸引更多行业力量共同发展。公众入驻面向全 国医疗机构、医生个人、健康养生品牌及相关从业者开放,申请通过后可获得品牌认证标识、专属展示 空间及内容发布权限。无论是医院、诊所、康复中心,还是健康理疗、美疗养生机构,都能借助平台展 示服务优势,与更多潜在用户建立联系。同时,加盟合作计划面向具备地域资源或行业整合经验的合作 伙伴,提供系统支持、品牌授权、推广资源及技术培训,共同拓展区域市场,协力构建医疗健康数字新 生态。 在数字浪潮不断扩展的时代,互联网正深刻改变医疗与健康养生产业的运作方式。当越来越多医疗机 构、医生团队与健康品牌主动拥抱线上化趋势,一场关乎全民健康与行业升级的变革正在悄然展开。中 国医师网·商城正是在这样的背景下诞生,它以开放包容平台姿态打造专业、便捷、可信赖的数字化服 务窗口,为医疗健康领域提供交流、展示与合作新空间。 值得一提的是,中国医师网·商城不仅强调服务效能,更注重数据安全与信息合规。平台严格遵循相关 法律法规,对医生资质、机构资质和用户隐私进行多重审核与防护,确保信息真实可靠、交易安全透 明。尹总认为,只有在保障安全基础上,数字医疗生态 ...
前百度副总裁“空降”平安好医生,AI或成其“撒手锏”
Nan Fang Du Shi Bao· 2025-10-10 05:29
Core Viewpoint - Ping An Good Doctor announced the resignation of Li Dou as Chairman, Executive Director, and CEO, with Guo Xiaotao appointed as the new Chairman and He Mingke as the new CEO, indicating Ping An Group's strong commitment to the healthcare sector [1] Group 1: Leadership Changes - Li Dou's resignation was unexpected, especially after his recent public engagement at the brand renewal event where he emphasized the importance of professionalism and AI in transforming the healthcare industry [1] - Guo Xiaotao, who is also the Co-CEO of Ping An Group, will lead Ping An Good Doctor, reflecting the group's strategic focus on the healthcare and elderly care sectors [1] Group 2: Financial Performance - In the first half of 2025, Ping An Good Doctor achieved total revenue of 2.5 billion yuan, a year-on-year increase of 19.5%, and a net profit attributable to shareholders of 134 million yuan, up 136.8% [2] - The company turned profitable in the first half of 2024, reporting a profit of 60 million yuan and an adjusted net profit of 90 million yuan [2] Group 3: New Leadership Profile - He Mingke, the new CEO, has a strong background in the internet sector, previously serving as a senior vice president at Baidu and holding various leadership roles in consulting and investment [2] - He Mingke's insights on AI's role in healthcare highlight its potential to balance quality, cost, and efficiency, addressing the "impossible triangle" of healthcare [2] Group 4: Strategic Direction - Ping An Group is accelerating its digital transformation by integrating internet executives into its leadership, as seen with the recent appointment of Wang Xiaohang as CTO [3] - The company aims to enhance its AI technology development and application, positioning itself as a leader in the dual strategy of "comprehensive finance + healthcare and elderly care" [3]
平安好医生“换帅”,前百度高管空降,要押注AI医疗?
Sou Hu Cai Jing· 2025-10-10 01:58
Core Viewpoint - Ping An Good Doctor has undergone a significant leadership change with the resignation of CEO Li Dou and the appointment of Guo Xiaotao as Chairman and He Mingke as CEO, following a year of profitability after previous losses [1][2] Group 1: Leadership Changes - Li Dou resigned due to personal work arrangements, and Guo Xiaotao, an executive director and co-CEO of Ping An, will take over as Chairman [1][2] - He Mingke, previously a senior vice president at Baidu, has been appointed as the new CEO, bringing extensive experience in the internet healthcare sector [2][6] - This leadership change follows a trend in the internet healthcare industry, with another major player, JD Health, also undergoing a leadership transition [7] Group 2: Company Performance - Under Li Dou's leadership, Ping An Good Doctor achieved profitability, with a revenue of 2.502 billion yuan in the first half of the year, representing a year-on-year growth of 19.5% [1][3] - The company reported a net profit of 134 million yuan, a significant increase of 136.8% compared to the previous year [1] - The revenue breakdown for the first half of the year shows that income from medical services, health services, and elderly care services was 1.278 billion yuan, 1.052 billion yuan, and 172 million yuan, respectively, accounting for 51.1%, 42.0%, and 6.9% of total revenue [3] Group 3: Strategic Direction - Ping An Good Doctor is shifting its focus from e-commerce to a "medical insurance collaboration" model, leveraging its relationship with Ping An Group for customer acquisition [4][5] - The company heavily relies on Ping An Group for its customer base, with 78.3% of its revenue coming from F-end and B-end clients sourced from the group [5] - He Mingke's background in AI and digitalization aligns with the company's strategy to enhance its AI capabilities, having launched a "7+N+1" AI product system aimed at empowering the entire medical process [6]
石榴云医(POM.US)大涨近16% 为中国最大的慢性病复诊平台
Zhi Tong Cai Jing· 2025-10-09 22:48
据Frost & Sullivan数据,石榴云医2022年按签约医生数量排名中国互联网医院市场第六,业务覆盖全国 多区域,截至2024年12月31日,累计签约医生超21.42万名,交易患者达69.93万名,签约医生累计开具 约313万张处方,核心依托专有技术与服务模式推动慢性疾病管理与医药供应链数字化,通过"石榴医 生"医生端管理门户、微信公众号等工具,促成大量在线问诊及处方续方服务。 周四,次新股石榴云医(POM.US)大涨近16%,报4.67美元。据悉,石榴云医成立于2010年,拥有线下药 房、医药电商、医药配送、互联网医疗几大业务板块,核心业务为慢性病复诊服务,是中国最大的慢性 病复诊平台。 ...
美股异动 | 石榴云医(POM.US)大涨近16% 为中国最大的慢性病复诊平台
智通财经网· 2025-10-09 15:53
据Frost & Sullivan数据,石榴云医2022年按签约医生数量排名中国互联网医院市场第六,业务覆盖全国 多区域,截至2024年12月31日,累计签约医生超21.42万名,交易患者达69.93万名,签约医生累计开具 约313万张处方,核心依托专有技术与服务模式推动慢性疾病管理与医药供应链数字化,通过"石榴医 生"医生端管理门户、微信公众号等工具,促成大量在线问诊及处方续方服务。 智通财经APP获悉,周四,次新股石榴云医(POM.US)大涨近16%,报4.67美元。据悉,石榴云医成立于 2010年,拥有线下药房、医药电商、医药配送、互联网医疗几大业务板块,核心业务为慢性病复诊服 务,是中国最大的慢性病复诊平台。 ...
平安子公司人事调整:产险苏东调任平安健康,何莹接任
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-09 14:37
中国平安子公司"将帅"齐调整,涉及平安产险、平安好医生(1833.HK)两家子公司,日前,21世纪经 济报道记者从知情人士处独家了解到,平安产险上海分公司党委书记、总经理苏东已调任平安好医生, 担任平安好医生副总经理。 中国平安子公司"将帅"齐调整,涉及平安产险、平安好医生(1833.HK)两家子公司。 日前,21世纪经济报道记者从知情人士处独家了解到,平安产险上海分公司党委书记、总经理苏东已调 任平安好医生,担任平安好医生副总经理。据悉,平安集团体系内部已正式任命苏东为副总经理。 从数据看,"医险协同"模式也能帮助平安集团获客、黏客等。中报显示,截至2025年3月末,享有平安 集团医疗养老生态圈服务的个人综合金融客户的客均合同数、客均AUM分别为其他客户的1.6倍、4.0 倍。 经历一番人事变动后,目前平安好医生的高管团队主要包括:董事会主席郭晓涛,首席执行官、执行董 事何明科,副总经理苏东,执行副总裁兼首席财务官臧珞琦,资深副总裁兼首席技术官贺立权等。 此次履新的苏东是一位平安"老将",在平安产险供职已超30年。公开信息显示,他早在1994年末便加入 平安产险深圳分公司,从业务员逐步晋升至部门经理、分公司 ...