京东健康 京东健康-R 京东集团-SW 京东集团- 分时图 日K线 周K线 月K线 63.85SWR1.80 2.90% 3.63% 2.42% 1.21% 0.00% 1.21% 2.42% 3.63% 59.80 60.55 61.30 62.05 62.80 63.55 64.30 09:30 10:30 12:00/13:00 14:00 16:10 0 21万 42万 64万 随着中国60岁及以上人口突破3.1亿，占总人口比重达22%，社会对"谁来养老"的追问日益迫切。在此背景下，京东集团正悄然进行一场深刻的战略转向 ——从传统电商平台，向银发经济全场景解决方案提供商转型，试图以商业创新回应社会命题。 在智能硬件领域，动态血糖仪、助听器等适老医疗器械销售增速超100%。京东正构建"监测硬件+AI分析+专业服务"的健康管理闭环，推动老年人健康 从"有药可用"向"科学管理"转变。 社区化服务网络：融入"15分钟生活圈" 银发经济的落地关键在社区。京东七鲜小厨联合北京部分街道，以供应链优势提供养老助餐服务；在家居适老化改造领域，京东联合制定团体标准，推出 战略新品，并计划通过集中采购超100万件适老产品。 ...

中证报中证网讯(记者傅苏颖)日前，京东健康医疗器械狂飙开新盛典暨2026年度商家大会在北京举行。 会上，京东健康发布2026年医疗器械发展战略，以供给、AI与医疗服务为三大核心动力，携手全球医 疗器械品牌在激烈竞争中狂飙、在AI中重塑，致力成为全球医疗器械品牌强有力的增长引擎与新品首 发阵地。 会上，京东健康与全球百大品牌签署2026年百大狂飙新品，将投入过亿营销资源，以"新品必首发，首 发必爆品，场场新标杆"为共同目标，为医疗器械行业注入高质量发展新动能。 京东集团SEC委员、京东健康CEO曹冬表示，京东健康将全面加码投入医疗器械领域，依托扎实的超级 供应链基础设施、AI技术、互联网医疗服务等优势，持续构建覆盖全渠道履约、全场景服务、以及全 生命周期的用户需求满足的生态体系。 2025年，京东健康医疗器械持续深化全球医疗器械品牌合作，通过全球集采、大单采购等方式，持续引 入海外供给；并通过建立JDH+N联盟，携手国内品牌全面加速产业供给升级，带动趋势品类实现100% 增长。京东健康医疗器械还全力打造"狂飙新品IP"，累计首发近30款销售破千万元、近500款销售破百 万元新品，持续刷新行业纪录。 此外，202 ...

当前，随着人口老龄化、健康意识提升以及消费升级，我国医疗器械行业正处于政策与市场双轮驱动的 高速增长期，未来几年，我国院外医疗器械市场规模将从当前约3000亿元，朝着5000亿元目标强势冲 刺。 本报讯 （记者袁传玺）1月7日，京东健康医疗器械狂飙开新盛典暨2026年度商家大会在北京举行。京 东健康股份有限公司（以下简称"京东健康"）发布2026年医疗器械发展战略，以供给、AI与医疗服务为 三大核心动力，携手全球医疗器械品牌在"内卷"中狂飙、在AI中重塑，致力成为全球医疗器械品牌强有 力的增长引擎与新品首发阵地。 会上，京东健康与全球百大品牌签署2026年百大狂飙新品，将投入超亿元营销资源，以"新品必首发， 首发必爆品，场场新标杆"为共同目标，为医疗器械行业注入高质量发展新动能。 京东集团股份有限公司（以下简称"京东集团"）SEC委员、京东健康CEO曹冬表示，京东健康将全面加 码投入医疗器械领域，依托扎实的超级供应链基础设施、AI技术、互联网医疗服务等优势，持续构建 覆盖全渠道履约、全场景服务，以及全生命周期的用户需求满足的生态体系，助力"健康中国2030"战略 的加速实现。 2025年，京东健康依托自研的" ...

Core Insights - JD Health is set to enhance its investment in the medical device sector, focusing on supply, AI, and medical services as core drivers for growth, aiming to become a significant growth engine and launchpad for global medical device brands by 2026 [1][5] Group 1: Strategic Initiatives - JD Health signed agreements with 100 global brands to launch new products in 2026, committing over 100 million in marketing resources to ensure that new products are launched as bestsellers [1][5] - The company aims to create a comprehensive ecosystem that meets user needs across all channels and life cycles, supporting the "Healthy China 2030" strategy [1] Group 2: Market Growth and Product Innovation - The medical device market in China is projected to grow from approximately 300 billion to 500 billion, driven by aging population, health awareness, and consumption upgrades [3] - JD Health plans to deepen global collaborations and enhance domestic supply through initiatives like JDH+N alliance, targeting a 100% growth in trending categories [3] Group 3: Awards and Recognition - JD Health established a rigorous evaluation system for awarding the 2025 Golden Award for new medical devices, recognizing nearly 100 brands for their quality and reputation [5] Group 4: AI and Service Integration - JD Health is leveraging its self-developed AI model "Jingyi Qianxun" to transform product categories and define value through services, moving towards a full-cycle health management solution [7] - The company has launched customized CGM products in collaboration with brands like Yuyue and Sanofi, creating an integrated smart blood glucose management system [9] Group 5: Consumer Engagement and Service Enhancement - JD Health's AI doctor "Xiao Wei" provides comprehensive support throughout the purchasing process, achieving a user satisfaction rate of 98.4% [9] - The company is enhancing its online and offline medical services, integrating them with medical device usage scenarios to create a seamless health management experience [9]

1月7日，京东健康医疗器械狂飙开新盛典暨2026年度商家大会在北京举行。会上，京东健康发布2026年 医疗器械发展战略，以供给、AI与医疗服务为三大核心动力，携手全球医疗器械品牌在"内卷"中狂飙、 在AI中重塑，致力成为全球医疗器械品牌强有力的增长引擎与新品首发阵地。 会上，京东健康与全球百大品牌签署2026年百大狂飙新品，将投入过亿营销资源，以"新品必首发，首 发必爆品，场场新标杆"为共同目标，为医疗器械行业注入高质量发展新动能。 京东集团SEC委员、京东健康CEO曹冬表示，京东健康将全面加码投入医疗器械领域，依托扎实的超级 供应链基础设施、AI技术、互联网医疗服务等优势，持续构建覆盖全渠道履约、全场景服务、以及全 生命周期的用户需求满足的生态体系，助力"健康中国2030"战略的加速实现。 全年首发近500款百万新品 持续刷新行业纪录 当前，随着人口老龄化、健康意识提升以及消费升级，我国医疗器械行业正处于政策与市场双轮驱动的 高速增长期，未来几年，我国院外医疗器械市场规模将从当前约3000亿元，朝着5000亿目标强势冲刺。 2025年，京东健康医疗器械持续深化全球医疗器械品牌合作，通过全球集采、大单采购等方 ...

Group 1 - China Merchants Securities maintains an "Accumulate" rating for JD Health (06618.HK), highlighting its "medicine + pharmacy" dual-driven model and leading market share in retail pharmacies, with O2O delivery times as fast as 9 minutes [1] - China Everbright Securities International maintains an "Accumulate" rating for Biren Technology (06082.HK), noting its position as the first company in China to use 2.5D chip packaging technology and its strong commercial progress with over 2 billion yuan in unfulfilled orders [1] - Huachuang Securities maintains a "Strong Buy" rating for Hesai Technology (02525.HK), emphasizing its leadership in the global LiDAR market and significant cost reductions achieved through self-developed chips, with a delivery target of 200,000 units by 2025 [1] Group 2 - CICC maintains an "Outperform" rating for Haidilao (06862.HK), reporting stable table turnover rates in H2 and better-than-expected cost optimization, with new brand strategies accelerating growth [2] - CICC maintains an "Outperform" rating for Shuangdeng Co. (06960.HK), identifying it as a leader in communication and data center energy storage, benefiting from increased capital expenditure in global AIDC and the trend of lithium battery replacing lead-acid [2] Group 3 - CITIC Securities maintains a "Buy" rating for Kintor Group (00148.HK), noting the positive impact of price increases on its CCL business and the expected growth in PCB business volume [3] - CITIC Securities maintains a "Buy" rating for Shougang Resources (00639.HK), highlighting its resource scarcity and leading cost control, with expected performance growth amid rising coking coal prices in 2026-27 [3] - Shenwan Hongyuan maintains a "Buy" rating for Beautiful Garden Medical Health (02373.HK), emphasizing its accelerated industry consolidation through acquisitions and a significant increase in store numbers [3] - China Merchants Securities maintains an "Accumulate" rating for Baiguoyuan Group (02411.HK), noting its stock incentive plan and strategic upgrades aimed at restoring same-store growth and opening pace [3]

本报讯 （记者袁传玺）近日，2025医学界价值医疗大会暨第六届泰山奖颁奖仪式在上海隆重召开。 在"AI大模型驱动的诊疗变革与产业融合"分论坛上，京东健康探索研究院相关负责人发表主题演讲，介 绍了"京医千询"医疗大模型的核心能力优势与生态共建进展，展现了京东健康在医疗AI领域的突破性成 果。 作为京东健康在医疗AI领域的技术底座，"京医千询"通过开源持续推动行业协同创新，成为破解医疗普 惠难题、逼近临床认知边界的关键力量之一。目前，以多模态感知、拟人对话、可信推理三大核心能力 为支撑，全新升级的"京医千询2.0"，已构建起适配医疗健康全场景的技术体系。 在多模态技术方面，"京医千询"实现了从文本到影像的全维度信息深度整合，不仅能精准提取病历、医 嘱中的关键文本信息，联动检验指标构建完整健康档案，更具备领先的像素级影像分析能力——输入医 学影像后，可精准识别每个像素点对应的解剖结构或病灶区域，同时覆盖脑部MRI、内窥镜、超声等专 科特异性影像模态的原生理解。其多模态思维链推理能力更是模拟人类医生的诊疗逻辑，先全局观察影 像整体情况，再聚焦细颗粒度细节并行分析，最终整合多源信息输出可靠诊断结果，即便面对弯折、旋 转 ...

近日，2025医学界价值医疗大会暨第六届泰山奖颁奖仪式在上海召开。在"AI大模型驱动的诊疗变革与产业 融合"分论坛上，京东健康探索研究院相关负责人发表主题演讲，介绍了"京医千询"医疗大模型的核心能力优 势与生态共建进展，展现了京东健康在医疗AI领域的突破性成果。 三大核心能力筑牢技术底座，执业资格考试表现出色 作为京东健康在医疗AI领域的技术底座，"京医千询"通过开源持续推动行业协同创新，成为破解医疗普惠难 题、逼近临床认知边界的关键力量之一。目前，以多模态感知、拟人对话、可信推理三大核心能力为支撑， 全新升级的"京医千询2.0"，已构建起适配医疗健康全场景的技术体系。 专科化深耕+开放演进，技术渐进逼近临床认知边界 为精准适配临床场景需求，京东健康专门基于京东互联网医院沉淀的问诊数据，构建了与临床任务高度吻合 的评测集，该评测集在与ChatGPT的全面对比中，充分验证了"京医千询"在核心医疗能力上的领先性。 目前，"京医千询"已完成从通用基座模型到全科大模型，再到专科专病大模型的技术演进，而这一演进背后 是京东健康在专科专病领域的长期深入布局。 具体来看，京东健康首先以"京医千询"为基石，依托旗下京东互联网 ...

智通财经APP获悉，近日，以"AI引领健康科普新时代"为主题的首届健康科技与科普大会在海口隆重启幕，大会汇聚了政府相关部门负责人，医学专 家、科研机构及科技企业代表，共同探讨人工智能赋能健康科普的发展路径。京东健康(06618)探索研究院(JDH XLab)相关专家受邀出席，分享了京东 健康借助"京医千询"医疗大模型赋能健康科普的探索与实践，同时也披露了京东健康旗下"AI京医"大模型产品体系的最新进展。 而针对当前健康科普与服务领域存在的内容质量良莠不齐、信息针对性不足、服务资源获取困难等痛点，京东健康正通过"AI京医"产品体系，构建全 场景健康服务生态，通过名医直播、短视频、专业百科、互动问答等多种形式，打造了多元化的科普矩阵。2025年以来，京东健康组织医生参与的直 播累计观看量超1.5亿次，单次直播最高观看量超200万，问答内容超300万条，专业测评超4000个，为用户提供了权威、易懂的健康知识。 以"京医千询"医疗大模型为技术底座，京东健康正让健康科普实现从"标准化输出"到"个性化定制"的转变，通过多模态感知与智能推理能力，将专业 医疗知识转化为用户可交互、能理解的内容形式，真正实现"因材施教"的健康 ...

Core Insights - Hippocratic AI, an AI healthcare startup, has achieved a valuation of $3.5 billion (approximately 249 billion RMB) after raising $126 million in its latest funding round, marking a doubling of its valuation in less than a year [2][3] - The company focuses on developing non-diagnostic AI solutions to address global healthcare resource shortages, with applications in patient communication, information collection, and follow-up [2][12] Funding and Growth - Since its inception in May 2023, Hippocratic AI has completed multiple funding rounds, raising over $400 million in total [3] - The latest funding round (C round) took place in November 2025, raising $126 million, led by prominent investors including Andreessen Horowitz and General Catalyst [5] - The company has established partnerships with over 50 large healthcare systems and pharmaceutical companies across six countries, completing over 115 million clinical patient interactions without safety issues [7][18] Product and Technology - Hippocratic AI's core technology is a medical-specific large language model named Polaris, designed to ensure safety and practicality in patient interactions [12] - The company has launched a "Healthcare AI Agent App Store," allowing healthcare professionals to create and customize AI applications without programming knowledge, with over 1,000 non-diagnostic medical scenarios covered [17] - The AI agents have demonstrated high reliability, achieving a clinical evaluation accuracy rate of 99.38%, significantly surpassing the average of 81% for registered nurses in the U.S. [15] Market Position and Strategy - The company targets non-diagnostic patient communication tasks, such as pre-operative preparation and chronic disease management, effectively replacing traditional medical call centers [17] - The business model operates on a usage-based SaaS subscription, with costs approximately one-fourth of traditional human services, and high patient satisfaction ratings [17] - The global AI healthcare market is transitioning from concept to value realization, with a focus on addressing specific, measurable problems that meet regulatory requirements [21]