智通财经5月13日电，京东健康第一季度营业收入为166.5亿元，同比增长25.5%；非国际财务报告准则 盈利17.7亿元，同比增长47.7%。 ...

中新网北京5月13日电(赵方园)"互联网+护理是一个崭新的就业模式，这种上门满足病人护理需求的模 式会越来越被社会所需要。"5月11日，第49届南丁格尔奖获奖者、北京朝阳医院主任护师刘小娟在2025 京东健康护士盛典暨最美京东护士表彰大会上表示，"互联网+护理"因其便利性将被越来越多的家庭所 接受。 当前，我国60岁及以上老年人口已达3.1亿，其中失能失智老人约4500万人。随着老龄人口增加，对上 门护理服务需求激增，部分平台开始布局"互联网+护理"服务。会上，京东健康宣布，启动京东护士到 家"领航者计划"，将面向全国招募300名深度合作护士及康复师，提供灵活就业机会、稳定的服务订单 和保底收入。 面对行业竞争的加剧和地方监管的不断完善，多个互联网平台也相继提出或加高到家护士的"从业门 槛"。 北京到家护士高占伟表示，一名优秀的到家护士需不断提升自己的专业技能，持续学习新知识和技 能。"由于到家护理场景与医院内服务场景不同，比如在居家环境下换药等常规操作需要考虑患者接受 度和护士沟通能力等更多环境因素，因此护士要不断学习新技能并优化服务流程。" 高占伟称，对于到家护士而言，最重要的三种能力是沟通能力、风险评估 ...

Core Viewpoint - The report highlights the rapid revenue and profit growth of Ping An Health, driven by innovative business models and strategic transformation, with a strong outlook for future performance [1][2][4]. Group 1: Revenue and Profit Growth - In Q1 2025, Ping An Health achieved revenue of 1.06 billion yuan, a year-on-year increase of 26%, and adjusted net profit of 58 million yuan, maintaining rapid growth in both revenue and profit [1]. - The company’s F-end and B-end business segments have seen significant growth, with F-end+B-end corporate health business revenue increasing by over 43% [2]. Group 2: Innovative Business Models - The company has launched innovative business models such as insurance + health membership and medical claims collaboration, which have rapidly grown this year [2]. - The introduction of the AI assistant service "Ping An Xin Yi" provides users with diverse services, covering over 20 real medical scenarios [2]. Group 3: Integration with Ping An Group - Following the share-for-dividend plan, Ping An Group's stake in Ping An Health increased to 52.7%, enhancing the company's position as a flagship in the group's healthcare ecosystem [3]. - As of September 2024, the penetration rate of F-end paid users reached approximately 13% among Ping An Group's 240 million personal financial customers, indicating significant growth potential [3]. Group 4: Future Outlook - The company is expected to achieve revenue of 5.33 billion, 5.92 billion, and 6.66 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of 11%, 11%, and 12% [1]. - The strategic transformation is anticipated to lead to double-digit revenue growth and improved profit margins as operational efficiency increases [4].

港股互联网医疗股盘中回暖，京东健康(06618.HK)涨超3%，阿里健康(00241.HK)涨超2.5%，平安好医 生(01833.HK)、叮当健康(09886.HK)均涨1.5%。 ...

南方财经全媒体记者 柯怡 上海报道 "金融是平安的现在时，医疗是平安的未来时。" 随着几份一季度财报的发布，平安集团在多年前的这个预判，得到了成功验证。 1.03万亿元的年营收、1266亿元的归母净利润，中国平安凭借综合金融和科技板块的协同优势，在2025 年保持了一如既往的稳健增长。 而作为平安医疗养老业务的核心，平安健康先是在2024年以48.08亿元的年营收、8143万元的净利润， 实现了首次盈利上岸，又在2025年一季度以10.6亿元的单季营收，5790万元的单季利润，步入了持续向 好的盈利通道。 在这些业绩数据的背后，更吸睛、更具含金量、也更让内行称道的，是一串更细致的经营指标： 2024年，平安健康的居家养老服务实现营收2.8亿元，同比暴增413.5%；而在中国平安的年报中，居家 养老客户对寿险件均首年保费的贡献，提升了3倍。 对于普通大众而言，或许很难理解这些经营指标背后所蕴含的意义，即便是金融业的从业者，如果不能 深刻理解平安在"综合金融+医疗养老"上的布局，也很难领会到平安在医疗和保险两大产业上的协同意 义，更难于想象它对于这家金融巨头未来的价值。 为什么是平安？ 今天的平安，既是一个市场主 ...

本报讯(记者袁传玺)在日前由中国医院协会举办的"公立医院运营效能提升与创新发展"研讨会上，温州 医科大学附属第一医院(以下简称"温医大附一院")全面介绍了该院智慧医院建设的进展情况。据了解， 从2024年起，温医大附一院与京东健康股份有限公司(以下简称"京东健康")围绕"未来数字医院"建设项 目，率先将新一代医疗大模型应用到医院全场景之中，切实优化了患者服务、提升了医生效率，让医院 管理更加高效。 双方将融合视觉、触觉及生物传感技术，打造"全感官数字医生"。通过可穿戴设备实时获取患者的心 率、血压等体征数据，数字分身能够动态调整问诊策略，为患者提供更加精准的建议。双方还将共同打 造数字孪生医院平台，将其建设为医院的数字分身。未来将实现亚毫米级建模与纳秒级数据同步，数字 孪生医院不仅能够精准复刻实体医院的运行状态，还能预测实体世界的未来变化。 目前，温医大附一院和京东健康凭借强大的技术实力和专业的医疗团队，成功上线了一系列创新的医疗 服务平台，涵盖就医主入口、诊前智能预约、预问诊病史采集、诊中数字陪诊、诊后一清单、数字人宣 教等核心应用，全面覆盖患者就医各个环节，实现了门诊患者服务流程的闭环管理。 数字人宣教系 ...

Group 1 - The core viewpoint of the articles highlights the increasing demand for skin care services as outdoor activities rise during the upcoming "May Day" holiday, prompting JD Internet Hospital to provide extensive online dermatology services with over 3,000 top-tier hospital dermatologists available for consultations [1][2] - JD Internet Hospital has introduced 30 new expert clinics covering common and complex skin conditions such as psoriasis, vitiligo, acne, and atopic dermatitis, enhancing personalized treatment options for patients [2] - The hospital has served over 20 million patients in the past two years, achieving a patient satisfaction rate of 99% [2] Group 2 - The hospital's allergy clinic has pioneered an integrated online medical service that connects diagnosis, testing, and treatment, allowing for rapid identification of allergens and timely symptom relief for sensitive individuals [2] - During the "May Day" holiday, dermatologists recommend preventive measures such as high SPF sunscreen, regular reapplication, and physical protective gear to mitigate skin damage from UV exposure and environmental factors [1] - The articles emphasize the importance of maintaining skin hygiene and hydration, especially for sensitive skin, and suggest avoiding allergens while ensuring proper wound care to prevent infections during outdoor activities [1]

Core Insights - Ping An Health achieved a historic turnaround in 2024 and reported impressive results for Q1 2025, with revenue of 1.062 billion yuan, a year-on-year increase of 25.8%, and a net profit of 33.188 million yuan, compared to a loss of 18.84 million yuan in the same period last year [1][3][4] - The company is benefiting from multiple drivers, including policy support, accelerated aging population, and increased healthcare demands, positioning itself as a leader in the internet healthcare sector [1][2] Financial Performance - In Q1 2025, Ping An Health's revenue surpassed 1 billion yuan, marking a significant increase of 25.8% year-on-year, while the adjusted net profit reached 57.861 million yuan, with an adjusted net profit margin of 5.5% [1][3] - The company maintained a gross margin of over 30% and improved its net profit margin from 3.3% to 5.5%, indicating strong profitability [3][4] Business Strategy - Ping An Health has transitioned from a "scale expansion" strategy to a high-quality development phase empowered by AI technology, focusing on "insurance + healthcare" and "insurance + elderly care" models [2][4] - The company has established a collaborative ecosystem across F-end (family), B-end (business), and C-end (customer) services, enhancing its healthcare and elderly care offerings [2][3] Market Position and Growth - The F-end business, which supports the comprehensive financial services of Ping An Group, achieved a revenue of 2.42 billion yuan in 2024, with a year-on-year growth of 9.6% and an ARPU increase of 17.6% [4][5] - The B-end business has seen a growth of over 45% in paid users year-on-year, driven by increased awareness of corporate health management and supportive external policies [5][6] AI Integration and Innovation - Ping An Health invested 380 million yuan in R&D in 2024, leveraging AI technology to enhance operational efficiency, resulting in a reduction of sales and marketing expenses by 8.6% and management expenses by 37.2% [8][9] - The company has developed a comprehensive medical AI technology system, including a third-generation AI model capable of processing vast amounts of medical data and providing personalized services [9][10] Future Outlook - The company plans to expand its home care services to 100 cities by 2025, responding to the growing demand for elderly care solutions in China [6][10] - Analysts have raised target prices for Ping An Health, with Citigroup increasing its target price to 12 HKD based on a net present value analysis of its various business segments [6][7]

Market Overview - The Hong Kong stock market is currently lacking direction, with the Hang Seng Index slightly rising by 36 points or 0.2%, closing at 22,008 points, and has been fluctuating around the 22,000 point mark for five consecutive trading days [1] - The Hang Seng Tech Index also saw a minor increase of 0.6%, closing at 5,019 points, maintaining a similar narrow trading range [1] - Recent trading volumes have decreased, with net outflows from the Hong Kong Stock Connect amounting to 6.42 billion HKD, indicating a cautious approach from domestic investors [1] Industry Dynamics Automotive Sector - The automotive sector has reacted positively to news that the U.S. will take measures to alleviate the impact of tariffs on foreign-made cars, leading to a rise in Hong Kong's new energy vehicle stocks [2] - NIO (9866 HK) and Li Auto (2015 HK) saw increases of 2%-5%, while Leap Motor (9863 HK) surged by 8.1% following share purchases by its chairman and existing shareholders [2] - However, XPeng Motors (9868 HK) experienced a decline of 4.4% on the same day [2] Healthcare Sector - The Hang Seng Healthcare Index rose by 1.2%, with WuXi AppTec (2359 HK) reporting a strong first quarter, with revenue and net profit increasing by 21.0% and 89.1% year-on-year, respectively [2] - The company’s core business profitability, reflected in adjusted net profit, saw a 40% year-on-year increase, driven by robust demand for its services from global pharmaceutical companies [2] Energy Sector - The natural gas sector remained stable or slightly increased, benefiting from a decline in overseas natural gas supply prices [3] - Conversely, companies like Longyuan Power (916 HK) and Huaneng International (902 HK) reported disappointing first-quarter results, with declines in power generation and on-grid electricity prices, leading to a drop in their stock prices [3] Real Estate Sector - The new home transaction volume in 30 major cities fell by 23.3% year-on-year, indicating a continued downturn in the real estate market [8] - The Central Political Bureau meeting emphasized the need for timely monetary easing and support for the real estate market, although the effectiveness of such measures remains uncertain [12][14] - The overall performance of Hong Kong-listed property stocks lagged behind the broader market, with the Hang Seng China Mainland Property Index rising only 0.4% [13]

强强联合：科技赋能大健康产业 温江现代服务业战区作为现代服务产业示范区，长期致力于促进服务业数字化转型与跨界融合。京润未 来此次合作，旨在整合政策、技术、市场资源，加速大健康产业与数字经济的深度结合，将为项目提供 完善的产业配套和试验场景，形成"科技+医疗+医药+健康"的创新模式。 京润未来董事长张兴民表示："此次合作是京润未来智能化升级的关键一步。此前，京润未来先后构建 了润心智慧云医大药房、御君方互联网医院、芳华未来医疗健康服务平台等业务板块，逐步形成以医药 批发、医药电商零售、互联网医疗、健康管理、中医教育等多元化健康产业发展布局。本次合作，京润 未来将依托温江现代服务业战区的资源支持和区位优势，以数字化手段持续深化医疗、医药、健康管理 等与AI、5G、区块链技术等融合，让更多人享受便捷、精准、普惠的健康服务，积极响应国家战略， 为"健康中国"、"智慧养老"不断贡献力量。" 三大核心板块：构建互联网+医疗大健康数字化生态 1.御君方互联网医院：让每一个国人都有家庭医生 2025年4月28日，北京京润未来科技有限公司与温江现代服务业战区签署了《京润未来科技西部总部项 目投资协议》，双方将共同推动大健康产业 ...