（来源：中国改革报） 转自：中国改革报 线上医保购药小贴士 0 第一步：激活你的"医保利"(医保电子凭证) 无论通过哪个平台支付,都必须先激活医保码。它相当 于你的电子匯保卡,全国通用。 2 激活调道:最常用的方法是打开支付宝或微信,直接搜 索"医保码"或"医保电子凭证"，按提示完成实名认证即 可激活。也可以下载"国家区保服务平台"App进行激活。 = 为家人绑定:在"国家医保服务平台"App或支付宝的 匯保码资面,可以开通"亲情账户"，帮助没有智能手机的 老人或孩子绑定他们的医保码,方便代为支付。 第二步:在线下单与医保支付 第三步:收费后,查验"药品追测码"保障安全 为确保药品安全合规,国家推行药品追溯码制度。收到 药品后,建议你养成扫码给药的习惯。 1 什么是追测码:这是印在药盒上的唯一"电子身份证" 粗显规定,2026年1月1日起,所有铜售的药品都必须实现追 测码全覆盖。购买时请避免选择没有追溯码或追测码被损毁 的药品。 = 如何查询:打开微信,进入"国家医保局"教信公众号, 通过庭部菜单的"医保服务"找到"药品滤测信息查询"功 能。扫描药盒上的追测码,查询结果可判断药品情况。 更多实用提醒 = 服务 ...

Core Insights - The sales of flu-related medications on JD's platform saw a significant increase of 242% week-on-week from November 24 to 30, with notable growth in Guangdong, Jiangsu, and Shanghai [1] Sales Performance - Specific medications experienced remarkable sales growth: - Suifuda increased by 230% - Kewai surged by 310% - Flu test kits rose by 337% - Children's flu medications grew by 298% [1] Search Trends - On December 1, the search volume for "Oseltamivir" on JD's app increased nearly 500 times compared to the same period last year - The search volume for "Mabalaosai" and "Suifuda" also saw significant increases of 184 times and 108 times, respectively [1] Revenue Growth - From November 23 to 30, the transaction value of flu medications increased 32 times year-on-year - Suifuda's transaction value grew over 70 times, while the transaction values for Tamiflu and Kewai increased by more than 40% [1]

Group 1 - The first leg of the FIS World Cup in ski jumping has commenced in Zhangjiakou, featuring renowned athletes such as Su Yiming and Ge Chunyu competing in the men's snowboard qualification round [1] - The World Cup events will continue until December 21, including ski jumping, U-shaped field, and freestyle skiing aerials, with top athletes like Gu Ailing and Xu Mengtao aiming for the championship [1] Group 2 - JD Health is offering nearly 20,000 winter sports health products from brands like Fuda, GNC, Swisse, and others to support the "Snow Pulse Full Open" initiative [4] - JD Health has launched a comprehensive sports nutrition solution covering pre-ski strategies, in-ski support, and post-ski recovery to meet consumer health needs during the ski season [4] - Promotions include a 12% discount on all ski equipment as part of JD's "Burning Winter Ski Season" campaign [4] Group 3 - Tickets for the FIS World Cup are in high demand, allowing spectators to experience the excitement of winter sports live [6] - JD Health has set up a pop-up store at the Yunding Ski Resort, offering interactive games, giveaways, and health services to enhance the skiing experience [6] Group 4 - JD Health has established an "Assurance Station" providing free warming patches and professional bone-setting services at the Yunding Ski Resort to alleviate discomfort from skiing [8] - JD Health continues to support various sports events, including marathons and extreme sports, by providing professional supplies and health guarantees to help athletes achieve excellent results [8]

Core Insights - JD Health reported a total revenue of RMB 35.3 billion for the first half of 2025, representing a year-on-year growth of 24.5% [1] - The Non-IFRS net profit reached RMB 3.57 billion, showing a year-on-year increase of 35% [1] - The annual active user count surpassed 200 million, marking a record high and indicating increased brand recognition and trust [1] User Growth and Marketing Strategies - The robust growth in annual active users is attributed to continuous improvements in user experience and a series of marketing strategies [1] - Collaborations with leading pharmaceutical companies and health product suppliers have expanded product offerings [1] - The company has further enhanced its service ecosystem, covering "medical, testing, diagnosis, and medication" to meet diverse and personalized health needs [1] - Key marketing campaigns such as "Happy Weight Loss" and "618 Free Order" have effectively increased user engagement on the platform [1]

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]

Core Insights - JD Health's platform has seen a significant increase in sales of original research drugs and overseas health products, indicating a rising demand in the market [1] - JD Health assures consumers that it will maintain stable supply and will not raise prices, addressing concerns about potential price hikes [1] Supply Chain and Logistics - JD Health operates a supply chain network that covers 30 GSP drug warehouses across the country, ensuring over 90% of orders are delivered the next day [1] - The company is actively engaging with foreign trade enterprises in the medical device sector to enhance its supply capabilities [1]