上半年，京东健康年度活跃用户数的稳健增长，得益于持续的用户体验提升和一系列的营销增长策略， 包括积极拓展与行业领先的制药公司和健康产品供货商的合作，不断扩大商品供给，以及进一步完善 "医、检、诊、药" 服务闭环，来满足用户多层次和个性化的健康需求。同时，上半年京东买药"快乐减 重"、京东买药618免单等重点营销IP活动的开展，也有效增加了平台的用户黏性。 8月14日，京东健康发布2025年中期业绩公告。2025年上半年，京东健康总收入为人民币353亿元，同比 增长24.5%；非国际财务报告准则指标下（Non-IFRS）净利润达35.7亿元，同比增长35%。截至2025年6 月30日，京东健康过去12个月的年度活跃用户数量突破2亿创新高，用户对京东健康品牌的认知度和信 赖度不断提升。 ...

Core Insights - JD Health is gaining significant attention from Liu Qiangdong and Xu Ran, especially following the recent 618 shopping festival, where it showcased its marketing strategies prominently [1][5] - The company reported a total revenue of 58.16 billion in 2024, with a profit of 4.157 billion, marking a 94% increase compared to 2023 [1][5] - JD Health is positioned as the leader in the B2C pharmaceutical market, outperforming Alibaba Health, which is projected to generate 30.598 billion in revenue for the 2025 fiscal year [5][8] Group 1: Market Position and Growth - JD Health's market capitalization is over 100 billion HKD, approximately one-third of JD Group's total market value [5] - The company achieved a growth rate of 25.5% in the first quarter of 2023, driven by the online medical insurance payment initiative [8] - The B2C pharmaceutical e-commerce market reached sales of 66.3 billion in 2023, with a growth rate of 15.3% [12] Group 2: Competitive Landscape - The online pharmaceutical market is highly competitive, with JD Health, Meituan, and Ele.me vying for market share [11][12] - Meituan currently holds a 70% market share in the national O2O pharmaceutical sector, posing a challenge for JD Health [17] - JD Health's "Buy Medicine Fast" initiative aims to capture the online medical insurance market, with a focus on rapid delivery and quality service [15][11] Group 3: Future Opportunities - The integration of AI and health consumption trends presents new opportunities for JD Health, particularly in personalized health products and services [4][18] - The company is exploring the potential of AI models to enhance its service offerings, including AI nutritionists and medical assistants [18][20] - The demand for weight management products has surged, with JD Health reporting a threefold increase in sales for weight loss medications [26][28] Group 4: Strategic Focus - JD Health is focusing on expanding its product offerings beyond pharmaceuticals to include health and wellness products, aligning with the growing trend of preventive healthcare [23][24] - The company aims to leverage its expertise in e-commerce to support local pharmaceutical companies and enhance its market presence [26][28] - The market is optimistic about JD Health's future, with a projected price-to-earnings ratio of nearly 30 times based on its 2024 net profit [29]

金十数据4月14日讯，近日，京东买药平台上原研药、海外保健品等多个品类销量倍增。针对部分消费 者对价格的担忧，京东买药相关负责人介绍，依托覆盖全国30个GSP药品仓、90%以上订单次日达的供 应链网络，京东买药全力保障原研药及海外保健品稳定供给，不会涨价。京东买药表示，已有不少医疗 器械的外贸企业正在接洽沟通。 原研药、海外保健品需求大涨，京东买药：全力保障供给，不会涨价 ...