大摩发布研报称，予平安好医生(01833)"与大市同步"评级。平安好医生公布，李斗辞任董事会主席、 执行董事、首席执行官，非执行董事郭晓涛获委任为董事会主席，而何明科获委任为首席执行官、执行 董事、董事会可持续发展委员会成员及授权代表。该行提到，郭晓涛先生曾负责平安集团在医疗健康、 科技和养老领域的整体业务战略，并担任北大医疗管理、平安银行、平安产险、平安寿险的董事，以及 金融壹账通的非执行董事。何明科先生在数字健康和平台管理方面拥有卓越的往绩。在加入平安好医生 之前，他曾领导百度医疗健康业务。 10月7日，平安好医生(01833)发布公告称，李斗因个人工作安排原因辞任公司董事会主席、执行董事、 首席执行官一职。公司董事会委任郭晓涛先生为董事会主席，委任何明科先生为首席执行官、执行董 事，自公告之日起生效。 平安好医生表示，上述人事调整不影响公司正常运营，公司治理结构将继续保持规范高效。作为平安集 团医疗养老生态圈的旗舰，将深入贯彻平安集团"综合金融+医疗养老"双轮驱动战略，深化发展"医险协 同"模式，持续加强家庭医生和养老管家核心枢纽建设，通过医疗AI闭环服务能力及应用落地，为用户 提供"省心、省时、又省钱 ...

大摩指出，目前平安集团在金融付费用户中的渗透率约为8%，在企业付费用户中约为5%。新管理团队 将有利于加强公司对集团层面资源的获取，包括客户、数据和财务支持。 花旗同样认为，此次新的管理层任命显示了母公司平安集团的进一步支持，并且预计，在新管理团队的 协助下，平安好医生的业务将产生更多协同效应。该行相信，管理层丰富的经验将有助于公司继续聚焦 于F端和B端客户的战略重点。 智通财经APP获悉，10月7日，平安好医生(01833)发布公告称，李斗因个人工作安排原因辞任公司董事 会主席、执行董事、首席执行官一职。公司董事会委任郭晓涛先生为董事会主席，委任何明科先生为首 席执行官、执行董事，自公告之日起生效。 平安好医生表示，上述人事调整不影响公司正常运营，公司治理结构将继续保持规范高效。作为平安集 团医疗养老生态圈的旗舰，将深入贯彻平安集团"综合金融+医疗养老"双轮驱动战略，深化发展"医险协 同"模式，持续加强家庭医生和养老管家核心枢纽建设，通过医疗AI闭环服务能力及应用落地，为用户 提供"省心、省时、又省钱"的服务体验。 从过往案例看，管理层更迭可能带来经营策略的优化、职能效率的提升，甚至推动企业实现系统性变 革 ...

Core Viewpoint - Ping An Good Doctor reported strong growth in revenue and profitability for the first half of 2025, driven by its commitment to building a professional healthcare bridge and leveraging advanced technology to provide cost-effective services [1] Group 1: Financial Performance - Total revenue reached 2.5 billion yuan, representing a year-on-year increase of 19.5% [1] - Net profit attributable to shareholders was 134 million yuan, up 136.8% year-on-year [1] - The number of paid users increased by 35.1% year-on-year [1] Group 2: Business Model and Strategy - The company deepened the "medical insurance collaboration" model, enhancing synergy with Ping An Group's financial services [3] - It developed a product system combining commercial insurance, health protection, and medical services, significantly expanding its corporate client base [3] - The number of paid users in the F-end (individual clients) reached approximately 20 million, a 34.6% increase year-on-year [3] Group 3: Corporate Health Management - The company provided health management services to over 3,500 corporate clients, with B-end paid users exceeding 3.6 million, a growth of 39.2% [4] - It focused on enhancing user engagement through both online and offline health management services [4] Group 4: Service and Product Development - The company upgraded its service capabilities, launching a comprehensive health service model that includes family doctors and elderly care managers [6] - It established a wide service network, covering 85 cities and partnering with over 10,600 health service providers [6] Group 5: AI and Technology Integration - The company enhanced its medical AI capabilities, launching a "7+N+1" AI product system to support various healthcare scenarios [8] - AI-assisted consultation accuracy reached approximately 98%, and the efficiency of complex disease treatment plans improved significantly [8] Group 6: Brand and Future Outlook - The rebranding of "Ping An Good Doctor" marks a significant milestone in the company's strategy and commitment to customer service [9] - The company aims to leverage policy opportunities and maintain a customer-centric approach to deliver sustainable long-term value [9]