Core Insights - The core theme of the conference was "Collaborative Win-Win: Smartly Leading the Future," focusing on enhancing chronic disease management through artificial intelligence [1][2] - A strategic partnership was formed between Fangzhou Jianke and Suzhou Wangshan Wangshui Biopharmaceutical Co., Ltd., aimed at integrating core industry resources with digital technology capabilities [1][5] Industry Trends - The Chinese government has emphasized the importance of "AI+" in various sectors, particularly in healthcare, as outlined in the recent policy documents [2] - The aging population and the increasing prevalence of chronic diseases in China present significant opportunities for AI applications in healthcare [2] Company Developments - Fangzhou Jianke's CEO, Xie Fangmin, highlighted the company's commitment to solving real problems in chronic disease management through AI technology [2][4] - The company reported a 2.4 times increase in users experiencing AI features in October compared to September, with a 50% increase in Gross Merchandise Volume (GMV) [4] Strategic Collaboration - The partnership between Fangzhou Jianke and Wangshan Wangshui aims to break down industry barriers and enhance the entire health service chain from drug supply to health services [5][6] - Both companies plan to leverage their respective strengths to create a customer-centric health service system, providing comprehensive health management solutions [5][6] Future Outlook - The collaboration is expected to facilitate a more efficient connection between biopharmaceutical research and health services, ensuring that research outcomes meet user needs [6] - Fangzhou Jianke aims to continue its focus on chronic disease management and enhance its technological foundation to drive digital upgrades in health services [6]

11月25日，方舟健客(06086)双12核心合作伙伴峰会(以下简称：合作伙伴峰会)在广州顺利召开。本次峰会以"聚力共赢·智引未来"为主题，汇聚专家学者、合 作伙伴、一线从业者等互联网医疗行业核心力量，共同探讨人工智能浪潮下慢病管理的提质增效路径。 合作伙伴峰会现场，更迎来方舟健客与苏州旺山旺水生物医药股份有限公司(以下简称：旺山旺水，02630)战略合作签约的重要时刻。本次合作是产业核心 资源与数智技术能力精准对接、高效互补的生动实践，接下来，双方将以产品管线合作、数智化营销为切入点，携手探索AI赋能下的创新打法，为大健康 产业高质量发展注入强大动能。 在谢方敏看来，夯实AI技术底座不仅要带来业务上"有质量的增长"，还要针对传统管理模式中"医院难管好、家庭管不了"的痛点，找到关键突破口，让更多 人享受到更专业高效的健康服务。谢方敏表示，"要实现这一目标，仅靠企业单点发力远远不够，我非常期待能携手各位行业伙伴，打造出一系列可复制、 推广的'AI+慢病管理'数智化解决方案，推动大健康行业走向高质量发展新阶段。" 强强联手，实现健康服务全链路数智升级 在人工智能浪潮席卷全球、数字技术重塑产业形态的当下，医疗健康行 ...

来源：智通财经网 11月25日，方舟健客(06086)双12核心合作伙伴峰会(以下简称：合作伙伴峰会)在广州顺利召开。本次峰 会以"聚力共赢·智引未来"为主题，汇聚专家学者、合作伙伴、一线从业者等互联网医疗行业核心力 量，共同探讨人工智能浪潮下慢病管理的提质增效路径。 合作伙伴峰会现场，更迎来方舟健客与苏州旺山旺水生物医药股份有限公司(以下简称：旺山旺水， 02630)战略合作签约的重要时刻。本次合作是产业核心资源与数智技术能力精准对接、高效互补的生动 实践，接下来，双方将以产品管线合作、数智化营销为切入点，携手探索AI赋能下的创新打法，为大 健康产业高质量发展注入强大动能。 锚定"AI+慢病管理"赛道，技术驱动强劲增长 10月24日，科技部在中共中央二十届四中全会精神新闻发布会上明确提出全面实施"人工智能+"行动， 全方位赋能千行百业;11月4日，国家卫生健康委印发《关于促进和规范"人工智能 + 医疗卫生"应用发展 的实施意见》，清晰勾勒出医疗AI未来五年的发展核心目标与实现路径。 国家层面的政策支持为行业指明了关键发展方向，合作伙伴峰会上，方舟健客创始人、董事长兼首席执 行官谢方敏博士立足行业发展大势，深 ...

证券之星消息，11月24日互联网医疗板块较上一交易日上涨1.26%，焦点科技领涨。当日上证指数报收 于3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。互联网医疗板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002315 | 焦点科技 | 48.30 | 9.20% | 22.48万 | 10.53亿 | | 300078 | 思创医惠 | 4.88 | 8.20% | 234.50万 | 11.10亿 | | 688246 | 嘉和美康 | 24.42 | 6.45% | 4.26万 | 1.02亿 | | 301117 | 佳缘科技 | 40.14 | 6.05% | 16.25万 | 6.40亿 | | 002777 | 久远银海 | 19.55 | 5.05% | 19.84万 | 3.82亿 | | 603108 | 润达医疗 | 16.11 | 4.68% | 24.45万 | 3.88 Z | | 300074 | रून दि ...

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、 | ...

Core Insights - The trend of "cloud-based consultations" is becoming the new norm in Jiangsu's healthcare system, with 256 internet hospitals established and a 52% year-on-year increase in service volume [1] Group 1: Internet Hospitals - Jiangsu has built 256 internet hospitals, achieving full coverage of tertiary hospitals, with a service volume increase of 52% this year [1] - The Nanjing Drum Tower Hospital's internet hospital has over 6.5 million registered users and is the leading provider in the province, with 226,000 online consultations expected in 2024 [3] - The internet hospital model allows for efficient management of medical resources, with over 50% of the medical staff holding senior titles, ensuring professional online medical services [3] Group 2: Patient Experience - Patients are increasingly benefiting from the convenience of online consultations, with doctors able to provide timely responses and avoid unnecessary panic for high-risk situations [2] - The integration of online and offline services has improved patient experiences, such as reducing wait times for medication refills and consultations [2][5] - The implementation of a "smart pharmacy" allows patients to access medications for chronic diseases at local healthcare facilities, enhancing accessibility [6] Group 3: Rural Healthcare - The benefits of smart healthcare are extending from urban to rural areas, with successful cases of remote consultations leading to surgeries performed locally [4] - The collaboration between community health centers and larger hospitals has improved patient care and increased the number of patients served [4][5] Group 4: Digital Transformation - The digital transformation of Jiangsu's healthcare system is evident through the establishment of a unified "smart brain" for healthcare information, facilitating real-time data sharing and reducing redundant tests [7] - The development of remote consultation and diagnostic platforms has created a more efficient network for healthcare resource allocation [7] Group 5: Community Impact - The effectiveness of Jiangsu's smart healthcare initiatives is reflected in improved access for specific groups, such as children and the elderly, leading to positive public feedback [8] - Initiatives like "first diagnosis, then payment" and zero wait times for seniors are contributing to a more convenient and efficient healthcare experience [8]

日前，位于海口江东新区企业港的海口今康互联网医院美兰今康综合门诊部营业以来，依托实体医疗资 源构建的互联网医疗平台，打破就医时空限制、简化诊疗流程。用户注册建档后，选择科室或医生预约问 诊，诊疗后凭电子处方选取药并结算，后续可在个人中心查阅记录与复诊，实现全周期健康追踪管理。 海南日报全媒体记者 李天平 摄 ...

Core Insights - Southbound funds reduced their holdings in Ping An Good Doctor (01833.HK) by 1.4936 million shares on November 21, 2025, marking a decrease of 0.30% [1][2] - Over the past five trading days, southbound funds increased their holdings on three occasions, with a total net increase of 16.5876 million shares [1] - In the last twenty trading days, there were fourteen days of net increases, totaling 37.3394 million shares [1] Company Overview - Ping An Good Doctor operates through mobile platforms and offline resources to provide medical and health services [2] - The company has two main business segments: - The Medical Services segment focuses on online consultations, referrals, appointment scheduling, hospitalization arrangements, disease diagnosis, and sales of related pharmaceuticals and medical devices [2] - The Health Services segment offers standardized health service packages that integrate various medical health institution services, covering areas such as physical examinations, elderly care, dental services, anti-aging, and general health [2]

证券之星消息，11月21日互联网医疗板块较上一交易日下跌2.47%，海峡创新领跌。当日上证指数报收 于3834.89，下跌2.45%。深证成指报收于12538.07，下跌3.41%。互联网医疗板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000566 | 海奥迪奥 | 8.38 | 5.81% | 399.60万 | 34.45 Z | | 600797 | 浙大网新 | 11.03 | 3.18% | 140.96万 | 15.34亿 | | 300078 | 思创医惠 | 4.51 | 2.04% | 213.48万 | 9.72亿 | | 002315 | 焦点科技 | 44.23 | 1.68% | 7.73万 | 3.41亿 | | 301117 | 佳塚科技 | 37.85 | 0.61% | 14.97万 | 5.70 Z | | 002178 | 延祥智能 | 7.02 | 0.43% | 68.09万 | 4.80亿 | | 603108 | 润达医疗 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：木 2014，时任仁和药业董事长的杨文龙二次创业，创办叮当健康。次年，叮当快药APP上线，用一句"28 分钟到家"的标语，成功打开医药电商市场。作为一家手机问诊买药平台，叮当健康创立了"自建药房、 药厂直供"模式；同时推出在线问诊、用药指导和慢性病管理服务，提供线上咨询。 在互联网医疗健康市场这片红海中，叮当健康面临着巨头环伺的残酷竞争。电商巨头凭借强大的流量和 供应链优势涉足即时送药领域，这使得叮当健康在价格、时效性等方面的先发优势逐渐消散。 从业绩上来看，叮当健康在京东健康、阿里健康、平安好医生四家上市互联网医疗平台的业绩对比中黯 然失色。2025年上半年的业绩数据显示，叮当健康营收23.27亿元，股东应占亏损5167万元，尽管亏损 有所收窄，但其营收规模与盈利能力均远远落后于另外三家平台。2018-2024年及2025年上半年，叮当 健康亏损规模超60亿元。 持续失血亏超60亿：巨头环伺之下艰难前行、"背无大树难乘凉"重资产运营成本高企 从最新财务数据来看，四家互联网医疗上市公司已呈现出明显的业 ...