Financial Reports - JD Health reported Q1 2025 revenue of 16.645 billion yuan, a year-on-year increase of 25.5% [7] - Alibaba Health achieved a revenue of 30.598 billion yuan for the fiscal year 2025, reflecting a year-on-year growth of 13.2% [8] - New Oxygen Group's Q1 revenue was 297 million yuan, a year-on-year decline of 6.6% [9] E-commerce in Healthcare - JD Health signed a strategic cooperation agreement with China National Pharmaceutical Group to launch two new drugs, marking a new phase of collaboration in the pharmaceutical industry [10] - Yonghe Medical and Meituan Health announced a deepened cooperation focusing on online product upgrades and consumer rights protection [11] - Lei Yun Shang and Meituan Health upgraded their digital cooperation, integrating online and offline medical services [12] Internet Healthcare - Light Health Group's AIcare technology stack received industry recognition at the Future Medical and Pharmaceutical 100 Strong Conference [15] - Alibaba's Damo Academy and Meinian Health signed a strategic cooperation to promote multi-cancer screening using AI technology [16] - Ping An Health and Leksin Medical reached a cooperation agreement to explore innovative paths in smart healthcare [17] Official Releases - The first digital therapy payment policy in China was released by Hainan Province, effective June 1 [20] - The "Quality Management Specification for Online Sales of Medical Devices" was published, set to take effect on October 1 [21] - The Ministry of Industry and Information Technology and six other departments issued the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry (2025-2030)" [22] User Rights Protection - A report identified 52 apps, including Yipoo and Health World, that violated user rights, as part of a national initiative to protect personal information [19]

Group 1 - The "Healthy Childhood, Nurturing the Future" 2025 Children's Health Science Popularization Initiative was launched by JD Health in Beijing, with participation from pediatric experts and representatives from various pharmaceutical companies [1][2] - JD Health aims to provide scientific parenting support by utilizing internet hospitals to conduct live broadcasts on topics such as flu prevention, nutritional supplementation, and psychological growth during Children's Day [1][2] - The initiative addresses the increasing demand from parents for children's health management due to changes in living environments and lifestyles, with JD Health focusing on reducing illness and ensuring safer medication for children [1][2] Group 2 - JD Health has established a comprehensive pediatric medication supply chain covering various categories, including gastrointestinal, respiratory, and rare disease medications, to meet diverse family health needs [2] - The company plans to expand its pediatric medication offerings by introducing inhalants and granules specifically for children, as well as prescription drugs and innovative treatments, enhancing the accessibility of local medications [2] - JD Health intends to leverage its leading position in online health consumption to provide data support for the development, production, and sales of children's medications, while also offering CRM tools to pharmaceutical companies for better user service [2][3] Group 3 - JD Health will utilize its self-developed "JD Medical Inquiry" AI model to assist hospitals and medical institutions in building a comprehensive management platform for pediatric diseases, enhancing educational outreach through AI digital personas [3]

Core Viewpoint - JD Internet Hospital has launched a dermatology beauty and skincare clinic, focusing on skin issues for individuals aged 15 to 55, leveraging top-tier hospital resources and AI skin analysis technology to provide a comprehensive skin health management solution [2][3]. Group 1: Service Offering - The clinic addresses various skin concerns including acne, scars, spots, wrinkles, sores, and moles, providing professional and convenient services [2]. - Users can access the service through the JD APP, with top-tier hospital doctors available online 24/7, averaging a 30-second response time for consultations [2]. Group 2: Industry Context - The medical beauty industry in China is rapidly growing, with increasing consumer trends towards beauty and aesthetic treatments, although issues such as excessive marketing and unregulated practices persist [2]. - JD Internet Hospital aims to mitigate these issues by offering scientifically backed medical advice and helping users assess their aesthetic needs rationally [2][3]. Group 3: Technological Integration - The clinic integrates AI skin analysis tools developed by JD Health, utilizing extensive medical dialogue data and a vast image database to analyze skin issues across five dimensions, generating visual reports for users [3]. - After analysis, the system matches users with dermatology experts from top-tier hospitals for personalized consultations and treatment recommendations [3]. Group 4: Strategic Goals - JD Internet Hospital has been focusing on dermatology for years, aiming to provide refined and personalized treatment options by integrating top medical resources and technological capabilities [4].

万孚生物：近日，万孚生物与腾讯健康在北京正式签署战略合作协议，双方将携手打造更具智能化、精 准化的体外诊断和健康服务体系。 ...

5月25日全国心理健康日当天，一场以"快乐'心'宇宙·幸福交换场"为主题的心理健康文化活动在北京交 通大学顺利举行。本次活动由北京交通大学与京东健康联合主办，现场设置了"彩虹拥抱"校园跑、大转 盘、片段猜图等丰富多彩的互动游戏，吸引了超过3000名大学生及附属中小学师生到场参与。 据了解，本次活动是北京交通大学与京东健康达成合作以来，双方在"校医家"学生心理服务体系方面开 展科普教育与文化建设的全新探索，旨在通过趣味游戏互动等方式，帮助学生提高心理健康认知水平、 了解自身心理状态，打造更加积极、健康、和谐的校园心理环境。 多彩活动点亮青春热情，快乐校园拥抱幸福心灵 "5.25"谐音是"我爱我"，寓意着珍爱生命、关爱自我。自2000年起，每年的5月25日都是全国心理健康 日，旨在提醒人们关注自身的心理健康，促进心灵的成长。近年来，呵护学生的心理健康更是成为全社 会的广泛共识。此次心理健康文化活动，正是北京交通大学基于学生心理发展特点与需要，联合京东健 康等社会力量，共同提升心理健康教育的一次有益实践。 心理健康服务离不开专业团队的支撑。目前，京东互联网医院精神心理中心依托全国6000余名精神科医 生与2000多 ...

转自：北京日报客户端 《教育强国建设规划纲要（2024—2035年）》提出，普及心理健康教育，要建立全国学生心理健康监测 预警系统，分学段完善服务工作机制。京东健康相关负责人说，目前高校的心理素质基建已经越来越完 备，但仍然面临一些挑战，比如在开学季、考试季等节点，学校心理健康老师往往需要面临数量暴增的 学生咨询，互联网平台和人工智能等新技术则可以辅助老师们更好地进行心理辅导，尽早对情绪和心理 问题的"小火苗"防患于未然。 记者在北交大的线上心理服务平台"红果园心驿站"看到，学生打开"心情镜头"，与AI视频聊天约1分 钟，就能获得一份实时抑郁检测报告。据了解，该平台依托京东健康的医疗AI大模型等最新技术应用 成果，通过AI心理陪伴师"聊愈小宇宙"等服务，连同风险预警、趣味测评、解压游戏、正念自助等数字 管理工具，能做到对学生"7乘24小时"的心理陪伴，进一步提升高校学生心理咨询和预防危机事件的效 率。此外，平台依托全国6000余名精神科医生与2000多名心理咨询师团队，还开通了线下就医绿色通 道，能够针对重点学生个案组织开展联合研讨会商，提供危机干预与休学复学评估等综合康复意见。 来源：北京日报客户端 5月2 ...

不过，随着京东健康"医、检、诊、药"一站式服务的出现，这一现状或将得到很大程度地改变——用户 无需出门，就可以实现从问诊到精准用药的全过程。 据了解，京东健康"医、检、诊、药"闭环服务模式的推出，正在让"医生线上看、检查在家做、药品送 到家、护理到家做"成为民众面对自身健康问题时的首选。用户只需要打开京东APP，搜索"问医生"， 即可无缝衔接问诊、检测、诊断与用药环节，足不出户快速明确病因、精准用药。 例如，当用户出现疑似新冠或流感症状时，只需通过京东互联网医院发起在线问诊，医生将第一时间结 合症状进行初步判断，并开具线上检验单。用户下单后，京东到家快检的执业护士随即上门采样，并且 可以实现平均3小时内出结果。用户将检测结果同步给互联网医生，后者会出具诊断意见并有针对性地 制定用药方案。根据该方案，用户可以通过京东买药秒送或线上京东大药房，获得包括新冠、流感特效 药在内的治疗药品，最快9分钟就能送达。 未来，京东健康也将持续优化"医、检、诊、药"服务流程，让更多人获得更为高效、丰富的医疗健康服 务，时刻守护民众健康。 近期，全国多地新冠阳性率呈现明显上升趋势。钟南山院士接受媒体采访时指出，呼吸道疾病的早发 现 ...

以宝宝便秘场景为例，用户在京东APP搜索"6个月宝宝便秘"关键词，"AI营养师"不仅能推荐相关商 品，还可同步提供辅食食谱、按摩手法视频及医学指导，实现问题的一站式解决。 目前，京东健康"AI营养师"已覆盖200多个保健类目，累计为超过1000万家庭提供科学喂养指导方案， 用户转化率达45%以上，显著提升了母婴营养品类购买用户的购买体验。 第十一届全民营养周正式启动，作为国内AI健康第一入口，京东健康利用AI营养师能力，提供专业、 精准、个性化的营养支持服务，并在母婴营养、特殊医学配方食品等多个垂直品类高效应用落地，满足 更多消费者升级、多元的健康消费需求。 日前，在杭州举行的"AI+健康未来论坛"上，京东健康营养保健业务部负责人介绍了AI营养师在母婴健 康领域的具体实践。根据《2025年京东母婴营养品用户消费心智洞察调研报告》，妈妈们在为孩子选购 营养品时，面临用法用量难把控、产品功效难甄别、宝宝年龄难适配等核心痛点。基于此，京东健康认 为，提供专业、精准、个性化的服务将是母婴营养品类破局的关键。其中，含有专业成分的产品将越来 越被认可，定制化垂直化的产品渗透会越来越广，用户对于组合式产品方案的需求将越来越 ...

对于许多居家养老的老年用户来说，就医问诊的及时性与便利性是首要诉求。此次，京东互联网医院以 小度智能健康屏为载体，将平台链接的全国优质三甲医院医生资源开放出来，让用户可以随时随地在线 问医生。值得一提的是，极速视频问诊还支持多人通话功能，视频接通后，用户将链接分享至微信，他 人点击即可加入视频问诊，特别适合异地工作的子女为家中父母寻求远程医疗帮助，降低了老年人的问 诊门槛，方便医、患、家属三方的沟通，也给远方子女提供了关爱父母健康的新通路。 此外，如医生认为有进一步检验检查的必要，京东互联网医院还支持为患者开具在线检验单；更有京东 护士到家专业护理团队，可以上门完成采血、换药等医疗级专业护理服务，让老人足不出户即可实 现"医生线上看、检查在家做、药品送到家、护理到家做"的一站式就医新体验。 据介绍，小度智能健康屏还具备多项贴心的健康管理功能。其中，24小时在线的AI健康助理，可以随 时解答长辈的健康疑问；它还能实时记录血压、血糖等关键健康指标，智能生成健康档案，帮助长辈和 家人全面掌握健康状况。在紧急情况下，长辈只需一键即可呼叫救援，设备还会主动监测异常状态并及 时报警，确保安全无虞。 "这款智能健康屏太好用 ...

今日早参 2025 年 5 月 22 日 申建国 电力设备与新能源行业首席研究员 邮箱：shenjianguo@htsc.com 边文姣 电力设备与新能源行业研究组长 座机：0755-82776411 邮箱：bianwenjiao@htsc.com 今日热点 宏观：人民币或将有升值动力 4 月 2 日后，美国"对等"关税经历数轮调整，但实际结果是美国仍将对全 球加征 13-17 个百分点的进口关税。美国对中国关税更是经历了"过山车"， 两国于 5 月 12 日达成协议，将特朗普上任来对中国加征关税的水平从最高点 的 145%左右降低至 30%（参见《美中关税降级的缘起、影响和后续》， 2025/5/13）。由此，美元指数小幅反弹，而人民币兑美元汇率上升 0.5%左 右。我们认为，这一升值幅度并未完全反映今年来中国相对美国和其他经济 体基本面的相对变化。而在去美元化的大幕初启的背景下，全球、尤其是亚 洲资产大幅超配美元、低配本币这一实质意义上的"套利交易"势必经历结 构性"再平衡"，这一过程中，人民币贬值预期或将渐渐消弭，甚至出现升 值动力可能是题中之义（参见《新台币大幅升值的启示》，2025/5/7）。 风险 ...