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方舟云康:科技领跑“AI+慢病服务”赛道,以硬核实力实现稳健盈利
Jiang Nan Shi Bao· 2026-02-09 08:48
Core Insights - The rapid development and deep application of artificial intelligence (AI) technology have revolutionized chronic disease management, significantly altering traditional health service models and boundaries [1] - Ark Health Holdings Limited (referred to as Ark Health) has established a user-centered, technology-driven, and trust-based health management service system, achieving steady growth and comprehensive profitability [1] - The company employs a "familiar doctor-patient" model to extend established trust relationships online and in home settings, creating a high-engagement and high-trust health service environment [1] Group 1 - Ark Health is upgrading its H2H ecosystem to an "AI+H2H" smart medical platform by 2025, enhancing service efficiency and professional standards in chronic disease management through AI technology [2] - The introduction of AI applications, such as the AI health steward and AI doctor assistant, provides continuous interaction services and improves communication efficiency between doctors and patients [2] - Continuous AI innovation positions Ark Health at the forefront of the industry, with a significant technological lead over competitors [2] Group 2 - Ark Health forecasts a revenue of 3.5 to 3.55 billion yuan for 2025, representing a year-on-year growth of approximately 30%, and expects a net profit of 7 to 10 million yuan, marking a milestone in comprehensive profitability [3] - The chronic disease management market in China is projected to exceed 600 billion yuan by 2030, indicating substantial market potential [3] - Ark Health's reliable full-process management service model aligns with industry trends, showcasing long-term development certainty and the potential for sustained leadership in the "AI+chronic disease service" sector [3]