12月18日，京东健康企业业务商家大会暨2026年亿元品牌联盟成立仪式在京举行。大会围绕"以力聚新，同心共健"主题， 与参会嘉宾共同就企业健康消费市场的发展机遇、数字化升级路径、阳光采购生态共建等方向，深入探讨如何通过供应链合 力，来为企业客户带来更优质、便捷、全面的健康产品与服务体验。 京东集团SEC委员、京东健康CEO曹冬在致辞中指出，"员工健康即是企业生产力"已成为广泛共识，企业健康管理正从福 利选项演进为组织发展的关键基石。京东健康依托京东集团超千亿的企业市场规模和百万级客户基础，以及自身具有的"超级 医药供应链"能力，致力于成为企业健康消费领域最值得信赖的首选合作企业。 2025年，京东健康表现强劲，营收与盈利实现双增长，合作商家数量已突破15万家。京东健康企业业务合作品牌超过800 个，其中在企业端市场，销售额千万级以上合作品牌达20余个，百万级以上合作品牌超200个，呈现出高质量增长态势。 京东集团副总裁、政企业务总裁李永明在分享中指出，京东深耕政企采购行业超十年，服务超800万家政企客户，其中涵 盖3万多家大型企业，为品牌商构筑广阔增长空间。今年以来，营养、保健、滋补、医疗器械等健康品类在政企 ...

Core Insights - The 2025 JD Health Pediatric Ecosystem Conference was held in Beijing, focusing on children's health and the establishment of a Pediatric Ecosystem Partner Alliance with various pharmaceutical companies [1][2] - JD Health is addressing challenges in children's medication through a comprehensive "three-full model" that includes categories, brands, and products, aiming to enhance the efficiency and quality of drug circulation [2] Group 1: Pediatric Ecosystem Development - JD Health has partnered with over 20 pharmaceutical companies to form the Pediatric Ecosystem Partner Alliance, which aims to improve the supply of pediatric medications and enhance healthcare resources for children [2] - The conference featured discussions on children's health product development, brand marketing, and the integration of e-commerce within the healthcare ecosystem [1][2] Group 2: Product and Brand Strategy - JD Health covers nine core categories of pediatric medications, including treatments for common ailments and neurological conditions, and provides scientific medication knowledge through "200 Questions on Science" [2] - The company collaborates with over 200 industrial brands to ensure high-quality and cost-effective medication for children, offering over 460 pediatric products [2] Group 3: Special Medical Foods - JD Health is the largest online retail channel for special medical foods in China, with 286 approved products available for home use, including 45 specialized infant formula products for children under one year old [2] - The company aims to provide reliable nutritional support for children with allergies and those needing nutritional supplements through its specialized medical food offerings [2]

Core Insights - The 2025 JD Health Pediatric Ecosystem Conference was held in Beijing, focusing on the theme "Child's Heart, Medicine Health, Science Popularization Accompanies Growth" [1] - JD Health established a Pediatric Ecosystem Partner Alliance with various health brands to ensure children have access to necessary medications [8] Group 1: Conference Highlights - Experts from top medical institutions and pharmaceutical companies shared insights on topics such as pediatric respiratory diseases, epilepsy treatment, mental health, and infant growth [3] - A professor from Shenzhen Children's Hospital discussed the impact of climate change on children's respiratory health, emphasizing the need for pollen monitoring and health education to prevent adverse effects [3] Group 2: Pediatric Health Challenges - A pediatric neurology expert highlighted that approximately 10 million epilepsy patients exist in China, with 40% being children, and identified challenges such as insufficient early diagnosis and lack of innovative treatment accessibility [5] - Common mental health issues in children, such as ADHD and anxiety disorders, were discussed, with an emphasis on the importance of balanced development rather than academic pressure [5] Group 3: Pharmaceutical Industry Insights - Pharmaceutical representatives discussed the development of children's health products, emphasizing the need for a robust research and development system based on clinical and user needs [5] - A company representative mentioned strategies to enhance brand credibility and market reach through expert knowledge and innovative marketing approaches [6] Group 4: JD Health's Initiatives - JD Health is addressing challenges in children's medication by implementing a comprehensive model that includes product categories, brand partnerships, and a wide range of pediatric products [7] - The company has established deep collaborations with over 200 industrial brands to improve the efficiency and quality of drug distribution [7] - JD Health is recognized as the most comprehensive online retail channel for special medical foods in China, offering a variety of products suitable for children [7]

朱顺炎，54岁，于2020年3月16日获委任为执行董事及董事会主席，自2024年9月1日起由执行董事调任 为非执行董事。他于2020年3月16日至2023年11月28日期间担任阿里健康首席执行官。朱顺炎曾为阿里 巴巴合伙人，并曾为公司之最终控股股东阿里巴巴集团控股创新业务事业群总裁。于2020年5月至2021 年10月期间，他为美年大健康产业控股股份有限公司董事。加入阿里巴巴集团前，朱顺炎于2003年创办 武汉迅彩科技公司。他于2007年加入UC览器创业团队，出任高级副总裁，并负责UC浏览器的市场推广 及商业化体系搭建。UC浏览器业务于2014年6月被阿里巴巴集团所收购。其后，朱顺炎曾担任阿里妈妈 事业部总裁；UC浏览器总裁；阿里巴巴集团大文新媒体业务总裁，分管UC浏览器营业部、阿里音乐及 创新业务；及智能信息事业群总裁。朱顺炎于1993年自中国燕山大学计算系获得理学士学位。他于1996 年自中国华中理工大学计算软件专业得硕士位。 瑞财经 刘治颖 12月15日，阿里健康(00241)公告，朱顺炎因其个人事务安排已辞任公司非执行董事、主 席及提名委员会主席，自2025年12月15日起生效。 现任执行董事兼公司首 ...

12 月17日，1 药网(YI.US)正式发布 2025 年第三季度业绩报告。在复杂多变的宏观经济环境下，公司展 现出强大的经营韧性，不仅连续第三个季度实现Non-GAAP运营盈利，同时达成季度正向经营性现金 流，标志着公司朝着健康、可持续的发展模式稳步迈进。 AI赋能成效卓著，驱动全链路效率提升 1药网正将人工智能深度融入业务各环节，以七大AI智能体矩阵为核心，涵盖药品助手、专属药师、客 户与商家管理助手、智能分析工具"虎鲸AI"、品类分析及财务回单精灵，全面推动从人工操作向数据智 能驱动的范式转变。 具体而言，AI技术在关键场景的应用已取得实质性突破：在售后环节，基于AI图像识别的面单校验系 统将识别准确率提升至98%-99%，在降低人工成本与误差的同时，大幅改善了用户体验与处理效率;在 商家服务端，自主研发的SaaS化智能数据分析工具"虎鲸AI"已赋能数千家合作伙伴，使其能够通过自然 语言交互，自助获取销售、库存等数据的可视化分析，从而做出更敏捷的商业决策;此外，通过强化AI 对码能力，公司构建的智能评分系统将药品对码率稳定在98%的高水平，为整个业务体系的高效、精准 运转提供了可靠的数据基石。 AI带 ...

Group 1 - The core viewpoint of the article highlights the performance of Alibaba Health, which saw a stock price increase of 2.53% on December 17, reaching 5.27 yuan per share with a trading volume of 300 million yuan [1] - Alibaba Health is the flagship platform for healthcare under Alibaba Group, focusing on self-operated pharmaceutical business, e-commerce platform business, and digital healthcare services [1] - The company leverages advanced digital technology and operational capabilities to provide accessible, efficient, and safe healthcare services to millions of families, creating an integrated online and offline pharmaceutical health service platform [1] Group 2 - As of the mid-year report in 2025, Alibaba Health reported total operating revenue of 16.697 billion yuan and a net profit of 1.267 billion yuan [2]

Core Viewpoint - Novartis has launched its innovative drug, Noreida® (Acrylamide Hydrochloride Tablets), on JD Health, marking a significant advancement in the treatment of IgA nephropathy in adult patients in China [1][2]. Group 1: Product Launch and Significance - Noreida® is the first approved non-immunotherapy for reducing the risk of rapid disease progression in adult patients with IgA nephropathy in China [1]. - It is currently the only high-selective endothelin A (ETA) receptor antagonist for this indication in the country [1]. - The drug fills a gap in non-hormonal foundational treatments for this condition, providing a new option for clinicians to manage the disease alongside existing standard treatments [2]. Group 2: Market and Patient Impact - IgA nephropathy is a common primary glomerular disease prevalent among young adults in China, particularly those aged 20 to 30 [1]. - If not effectively controlled, approximately 50% of patients with persistent proteinuria may progress to renal failure within 10 to 20 years post-diagnosis, necessitating lifelong dialysis or kidney transplantation [1]. - JD Health aims to leverage its supply chain capabilities and professional pharmacist services to ensure that innovative drugs like Noreida® reach patients more quickly and effectively across the country [1]. Group 3: Future Directions - JD Health plans to deepen its collaboration with leading global pharmaceutical companies like Novartis to introduce cutting-edge treatment options and focus on comprehensive digital health management solutions for chronic diseases, including kidney diseases [2]. - This strategy aims to enhance the quality of life for patients with kidney diseases and a broader population suffering from chronic conditions [2].

本报讯 （记者袁传玺）近期，第五届中国医药数字营销论坛在北京举行，超过300位药企嘉宾、知名医 生、学者汇聚，探讨数字化背景下医药数字营销的发展新机遇、新挑战与新路径，共同为医药行业高质 量发展注入新动能。 京东健康医药业务负责人表示，在AI应用赋能医疗健康行业的浪潮中，京东健康携手行业合作伙伴， 在深度服务患者、创新营销实践的道路上迈出了更坚实的步伐。历经五年沉淀，在医药数字营销的规模 和独特价值方面，京东健康交出一份亮眼的答卷。 （编辑 何帆） 此前，京东健康与药企的合作主要围绕线上生意增长展开。京东健康医药业务数字营销负责人介绍，在 AI应用重塑行业格局的当下，随着行业需求变化与自身能力沉淀，京东健康进一步延伸服务边界，将 渠道覆盖从单一线上场景拓展至院外市场、药店零售市场等多元领域，构建起"全域覆盖、全链路赋 能"的服务体系，助力药企打破增长局限，挖掘更多市场增量空间。 本次京东健康数字营销解决方案的升级将为药企带来了显著便利。过去，药企若想布局线上渠道、院外 市场、药店零售市场，需分别与不同渠道方对接，面临"多对多"的复杂合作困境，不仅沟通成本高，资 源整合难度也较大。如今，京东健康通过能力整合，打 ...

Core Viewpoint - Alibaba Health and Yiling Pharmaceutical have signed a strategic cooperation agreement to launch a new innovative traditional Chinese medicine product for allergic rhinitis and to collaborate on patient education and chronic disease management [1][2]. Group 1: Product Launch and Clinical Data - Yiling Pharmaceutical's new drug, Qifang Nasal Tablets, for the treatment of persistent allergic rhinitis, will be launched on Alibaba Health's platform in December 2025 and has been included in the national medical insurance directory [1]. - Clinical trials published in the international journal "Ethnopharmacology" show that after four weeks of treatment, the total nasal symptom score improved by 21.8% and eye symptom improvement was 31% compared to the control group [1]. Group 2: Research and Development Investment - Yiling Pharmaceutical has invested over 5 billion yuan in R&D over the past six years, with R&D expenses accounting for nearly 10% of revenue in the first half of 2025 [2]. - The company has conducted over 40 evidence-based medical studies, with results published in prestigious journals such as the "Journal of the American Medical Association" and "Nature" [2]. Group 3: Health Management and Accessibility - Alibaba Health aims to transform allergic rhinitis management from "passive treatment" to "active health management" by utilizing tools such as pollen season alerts and symptom self-assessment [3]. - The company's pharmaceutical supply chain network spans hundreds of cities, ensuring accessibility to quality medical resources, and has integrated over 250,000 contracted healthcare professionals into its service system [2].

Core Viewpoint - The pharmaceutical e-commerce industry is experiencing significant growth driven by policy support and consumer demand, transforming the way people purchase medications [4][6][9]. Group 1: Policy and Market Dynamics - A new regulation effective from July 1, 2025, mandates that drugs sold by designated medical insurance institutions must have a traceability code, enhancing regulatory oversight and facilitating online prescription transfers and insurance payments [6]. - The dual-channel policy allows innovative and high-value specialty drugs to be sold online, enabling platforms like JD Health and Alibaba Health to capture a significant share of external prescriptions [8]. - The increasing consumer expectations for 24-hour delivery, privacy protection, and verification of drug authenticity are being met by online platforms, making e-pharmacy a necessity rather than a choice [9]. Group 2: Competitive Landscape - The competition in the pharmaceutical e-commerce sector has shifted from price to resource and technology, with leading platforms leveraging their parent companies for traffic, brand trust, and efficient logistics [12]. - The scale advantages of major platforms allow them to serve a large user base at lower costs, creating barriers in procurement and logistics, which is squeezing the survival space for smaller players [14]. - The concentration of market power among leading platforms may enhance efficiency but poses risks of monopolistic practices that could stifle innovation [15]. Group 3: Technological Advancements - Major platforms are focusing on AI technology to evolve from mere online pharmacies to intelligent health managers, utilizing AI for personalized recommendations, prescription review, and logistics optimization [17]. Group 4: Challenges and Future Outlook - The pharmaceutical e-commerce industry faces significant challenges, including regional policy barriers, varying medical insurance directories, and reimbursement rules that complicate cross-province services [20]. - High supply chain costs, particularly for cold-chain delivery of specialty drugs, hinder market penetration in rural areas, which are crucial for improving medication accessibility [22]. - Trust issues in online prescription sales necessitate professional pharmacist guidance and data security, as any errors could damage platform reputations and the industry's credibility [24]. - Overall, the pharmaceutical e-commerce sector represents a critical step in healthcare digitization, with potential for efficient and accessible health networks as platforms focus on intelligent health services and niche markets [26].