2025年上半年，国新健康积极应对市场变化，持续优化业务结构，巩固"三医"基本盘，加速培育医疗健 康大数据创新业务，推动AI与医保、医疗、医药及健康服务的深度融合。聚焦医保基金综合管理服 务、医疗质量安全服务、药械监管与药企服务、健康服务创新，业务已覆盖全国29个省（自治区、直辖 市）的200多个地区。 报告期内，国新健康实现营业收入9553万元，业务结构进一步优化。数字医保领域，国新健康持续巩固 领先地位，与国家医保局合作实现多项突破。成功中标药品招采子系统及金额1066万元的医保飞行检查 等服务项目，承担国家追溯码应用研究课题，上半年在支付方式与基金监管市场占有率分别达40.5%和 17.4%，中标规模居行业首位。数字医药板块发展势头强劲，成功签约重庆"渝药安"、浙江药监局一体 化平台等项目，MDI项目实现新突破，DRO业务储备丰富。数字医疗板块不断加快AI转型，推出智能 审核2.0等产品，并积极布局疾控领域，推动"医院—疾控—卫健委"智慧服务生态建设。健康服务业务 稳步推进，优化慢病管理，多个慢病管理中心投入运营。 9月16日下午，国新健康保障服务集团股份有限公司（以下简称"国新健康"，股票代码：000 ...

Group 1: Company Overview and Financial Performance - The company reported a significant increase in digital pharmaceutical services revenue, achieving an 81% growth in the first half of 2025, with gross margin rising to 6% [5] - The overall revenue of the company has seen a decline due to structural adjustments in health services and a decrease in digital medical business income [6] - The company aims to maintain revenue growth momentum and reduce operational losses through comprehensive reforms and efficiency improvements [6] Group 2: AI and Technology Integration - The company established an AI center and launched the "Tianshu·Three-Medical" model and "Lingxi" intelligent platform, enhancing AI applications across various business scenarios [3][4] - AI has been successfully implemented in multiple sectors, including medical insurance and healthcare, improving operational efficiency and service quality [3][4] - The company is focused on building a closed-loop AI capability in the three medical fields, leveraging data and algorithm breakthroughs [4] Group 3: Health Insurance and Market Trends - Recent national policies have provided clear directions for the health insurance industry, emphasizing innovation and multi-layered product systems [4] - The company is actively collaborating with insurance brokers and healthcare service providers to explore data-driven health insurance services [4] - The shift in insurance companies' focus from scale expansion to risk control and product innovation is shaping the industry landscape [4] Group 4: Digital Healthcare and Future Outlook - The company anticipates a stable foundation for its digital healthcare business, supported by ongoing reforms in payment methods and regulatory oversight [5] - There is a notable increase in demand for AI-enabled healthcare services, presenting new market opportunities [5] - The company plans to introduce new products such as hospital intelligent review 2.0 and outpatient payment services, leveraging its existing partnerships with over 800 hospitals [5] Group 5: Cost Management and Operational Efficiency - The company is implementing measures to enhance operational efficiency and optimize cost structures, focusing on reducing unnecessary expenditures [6][7] - Sales expense management is being prioritized, with strategies to improve sales team performance and resource allocation [7] - The company aims to achieve a balance between cost control and revenue generation through strategic planning and process optimization [7]

Core Viewpoint - The integration of data is essential for the collaborative development of the "Three Medicines" (medical care, medical insurance, and pharmaceuticals), and enhancing data quality and standards is crucial for effective data utilization in this sector [1][2][3]. Group 1: Data Quality and Standards - Experts emphasize that data is a key element in promoting the collaborative development of the "Three Medicines" [1]. - There is a need to strengthen data quality and establish comprehensive data standards for the "Three Medicines" to facilitate efficient data circulation and utilization [1][2]. - The China Information Communication Research Institute is actively involved in developing technical standards and policies to enhance data classification and privacy protection [1][2]. Group 2: Medical Insurance Data - The quality of medical insurance data is currently the best among the "Three Medicines," with initiatives like the National Smart Medical Insurance Competition promoting cross-regional data integration [2]. - Future efforts should focus on improving the data circulation system and regulatory mechanisms to enhance data quality from the source [2]. - The National Medical Insurance Bureau has mandated that by July 1, 2025, all tertiary hospitals must implement code-based settlements, which will significantly enhance data connectivity across the pharmaceutical supply chain [3]. Group 3: Digital Transformation in Traditional Medicine - The integration of digital technology into traditional Chinese medicine is being prioritized, with policies aimed at promoting "smart traditional Chinese medicine" [4]. - Companies are developing comprehensive models that combine medical technology, data, services, and research to enhance the digital capabilities of traditional medicine [4]. Group 4: Standardization Challenges - The lack of standardized medical data across various departments and regions is a significant challenge for the "Three Medicines" collaboration [5]. - There is a call for the establishment of a national medical terminology system and the promotion of international standards like ICD-11 and SNOMED CT in China [5]. - The focus should be on creating a supportive framework for data conversion while respecting the unique standards of each sector within the "Three Medicines" [5][6]. Group 5: Future Directions - The health sector is recognized as an early adopter of market-oriented data elements, with a commitment to advancing data sharing as a top priority [6]. - The "新华数字经济沙龙" series aims to foster high-level exchanges and discussions on digital economic development, focusing on innovative practices and addressing key issues in the digital economy [6].