花旗及大摩报告认为，新管理层组合可能提升平安好医生与平安集团的业务协同。目前，平安集团在金 融付费用户中的渗透率约8%，在企业付费用户中约5%。 数据显示，2025年上半年公司来自F端和B端的收入占总收入78.3%，大部分依赖平安集团渠道。公司面 临的挑战包括如何拓展第三方市场，以及应对阿里健康、京东健康等竞争对手的市场竞争。 李斗的离任发生在公司业绩转折期。2024年上半年，平安好医生公布成立十年来首份盈利财报。2025年 上半年，公司总营收25.02亿元，同比增长19.5%;归母净利润1.34亿元，同比增长136.8%。其任内推动了 组织架构调整，升级家医及就医服务，建立覆盖29个科室、5万名医生的服务网络，并推出AI医疗产品 矩阵。 郭晓涛现年53岁，2024年3月起担任平安好医生非执行董事。他于2019年加入平安集团，现任平安集团 执行董事、联席首席执行官、副总经理，同时在北大医疗、平安银行、平安产险、平安人寿及金融壹账 通等多家公司担任董事职务。加入平安前，他曾任职于波士顿咨询及韦莱韬悦。 何明科现年46岁，拥有清华大学学士及硕士学位、斯坦福大学工商管理硕士学位。他曾任职于波士顿咨 询、软银赛富投资 ...

Core Insights - The "Second Mental Health Discipline Integration and Innovation Conference" was successfully held in Wuhan, focusing on the integration of mental health services and the launch of the "Clinical Application Guidelines for Digital Therapy in Mental Health" [1][2] - JD Health aims to serve as a platform that connects various professional forces in the sensitive field of mental health, rather than replacing specialized institutions [2] Group 1 - The conference was co-hosted by JD Health, Wuhan University People's Hospital, and Wuhan Mental Health Center, with support from the Hubei Provincial Medical Association [1] - The guidelines aim to provide an authoritative framework for the scientific and standardized application of digital therapies in mental health [1] - The president of the Chinese Medical Association's Psychiatry Branch emphasized the role of internet hospitals in simplifying processes and improving efficiency in mental health care [1] Group 2 - JD Health has been focusing on integrating professional services with public needs through innovative formats, such as the "Heart Maze Art Exhibition" held in Wuhan [2] - The company is investing in AI and digital therapies, collaborating with top hospitals to develop AI-based assessment and crisis intervention systems [2] - The conference provided a platform for authoritative exchanges and highlighted the importance of cross-disciplinary collaboration and technological empowerment in addressing mental health service challenges [2]

10月11日，由京东健康主办，武汉大学人民医院、武汉市精神卫生中心协办，湖北省医师协会精神科医师分会支持的"精研健心筑梦未来"第二 届精神领域学科融合与创新大会在武汉成功召开。此次大会北京大学第六医院、上海市精神卫生中心、中南大学湘雅二院、首都医科大学附属 北京安定医院、广州医科大学附属脑科医院、山东省精神卫生中心等医疗机构超百余位精神心理领域权威专家，以及先声药业、灵北制药、科 瑞德制药等企业代表，共同探讨了精神卫生领域的发展路径与创新实践。同时，在京东健康的牵头下，同步启动了《精神健康数字疗法临床应 用指南》制定工作，旨在为数字疗法的科学、规范应用提供权威框架。 跨界汇聚多方行业权威多方合力破解精神科整合诊疗难点 在我国精神卫生服务体系持续优化与完善的进程中，本次大会围绕资源布局、服务协同与人群关怀等关键议题，展开了从理念到实践的全方位 探讨。 中国医师协会精神科分会会长王高华教授在致辞中表示，"互联网医院是一个媒介和平台，将在简化流程、提升效率方面发挥巨大作用，精神 卫生领域尤其适合互联网诊疗，未来将与京东健康等企业广泛合作，在安全与有效、可及性与便利性之间寻求平衡，更好地为广大患者服 务。" 在"技术 ...

在交出扭亏为盈的成绩单仅一年后，平安好医生突然换帅。 公告显示，平安好医生董事会主席、执行董事兼首席执行官李斗因"个人工作安排原因"辞去所有职务。 该决定颇为突然，就在今年6月，李斗还代表平安好医生出席了品牌焕新大会并发布公司品牌焕新计 划。 李斗的离任，带着一份"扭亏答卷"。2023年10月他接手时，平安好医生已连续九年亏损，当年上半年净 亏损仍达2.45亿元。上任后李斗推进改革，通过组织架构调整和业务优化，帮助公司实现首次盈利。去 年上半年，平安好医生交出成立十年来首份盈利财报。更关键的是，作为一位熟悉平安集团养老业务的 高管，其主导将集团居家养老业务并入以开辟新增长曲线，同时深化"医险协同"——今年上半年，平安 好医生营收25亿元，同比增长19.5%；归母净利润1.34亿元，同比增长136.8%。 继京东健康换帅后，又一家互联网医疗巨头迎来人事变动。平安好医生近日宣布，李斗因个人工作安排 原因辞去董事会主席、执行董事、首席执行官职务。同时，平安集团联席首席执行官郭晓涛接任董事会 主席，百度集团前资深副总裁何明科出任首席执行官（CEO）。这次高层换血发生在平安好医生刚刚实 现盈利转向的重要节点，不免引发市 ...

据悉，10月6日，心理周期"心迷艺术展"开启后，上万名参观者前来打卡，并参与现场"泼画"活动，自 由地把不同颜色的颜料泼洒在画布上。 本报讯 （记者袁传玺）10月10日是一年一度的"世界精神卫生日"，为期五天的心理周期"心迷艺术 展"接近尾声。 未来，京东健康将继续与医疗机构深化合作，重点在"名医名院"科普矩阵共建、"艺术疗愈"服务内涵拓 展、"学术引领"创新平台建设等方面发力，共同推动行业创新，继续做心理健康事业的坚定推动者，让 更多"自由之心"在人们心中生根发芽。 （编辑 张昕） 京东健康互联网医疗业务负责人在活动中表示，感谢每一位参与"自由之心"创作的市民，每一滴泼洒的 色彩，都是对"人人享有心理健康"这一愿景的真挚回应。这次活动通过各方的紧密合作，探索出了一 条"艺术破圈、专业支撑、社会参与"的创新路径，打造了民众可理解、可接受、可负担的心理健康服务 新模式。 一直以来，京东健康致力于精神心理健康领域的深耕。京东互联网医院精神心理中心由6000余位名医名 院精神专科医生和2000多位国家认证心理咨询师组成，已实现线上心理筛查、心理健康评估、心理咨 询、精神疾病诊疗、康复随访等全周期服务，服务场景包含职 ...

Core Viewpoint - The sudden leadership change at Ping An Good Doctor, occurring after the company achieved profitability, raises questions about the strategic direction of the company and the intentions of Ping An Group [1][2]. Group 1: Leadership Change - Li Dou resigned from his positions as Chairman, Executive Director, and CEO due to personal reasons, with Guo Xiaotao taking over as Chairman and He Mingke appointed as CEO [1][2]. - Li Dou's tenure saw the company transition from nine years of losses to its first profitable report in 2024, with a revenue of 2.5 billion yuan and a net profit of 134 million yuan, marking a 19.5% and 136.8% year-on-year growth respectively [2][3]. Group 2: Strategic Implications - The leadership change is perceived as a potential shift in strategic focus, with analysts suggesting that while profitability was achieved, the company still relies heavily on internal group transactions, indicating a need for external customer expansion [3][4]. - He Mingke's background in AI and healthcare at Baidu aligns with the company's goal to enhance its AI-driven medical services, suggesting a pivot towards technology-driven growth [5][6]. Group 3: Industry Context - The competitive landscape of internet healthcare is evolving, with a shift from customer acquisition to AI technology competition, necessitating stronger technological capabilities for sustained growth [6][7]. - The company faces challenges in balancing short-term profitability with long-term technological investments, especially as it seeks to diversify its customer base beyond the Ping An Group [7][8].

新浪科技讯 10月11日晚间消息，由京东健康主办的"第二届精神领域学科融合与创新大会"在武汉举 行。京东健康披露，治疗失眠新药达利雷生上线20天内销量突破5000盒。 此外，京东大药房近期上线"睡眠关爱中心"，整合了专业咨询、用药指导与健康科普，为用户提供系统 化、个性化的睡眠健康服务。 此前，达利雷生已在欧洲、瑞士、英国、美国、加拿大和日本获批，2025年6月20日，盐酸达利雷生片 获中国国家药品监督管理局批准上市，用于治疗成人失眠，且未被列入《精神药品品种目录》管制。 京东健康相关负责人表示，未来将持续推动精神卫生与睡眠医学的融合发展，深化与医疗机构、专家学 者的合作，不断完善服务模式，为用户带来更好的睡眠服务体验。 责任编辑：何俊熹 ...

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， ...

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 ...

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]