李斗主导升级的"家医主动护""就医全程管"等服务，构建起覆盖29个科室、5万名医生的服务网络，并推 出"7+N+1"AI医疗产品矩阵，夯实了"医险协同"生态基础。 郭晓涛拥有西安交大本科与澳洲新南威尔士大学MBA学位，2019年加入平安后，先后推动产险数字化转型、 集团人力资源改革等关键工程。 郭晓涛作为平安集团联席CEO，他当前主导"医疗养老"战略落地，此次兼任董事长被视为集团强化医养生态 协同的重要信号。其在波士顿咨询近20年的咨询经验，为跨领域资源整合提供支撑。 何明科是清华本科、硕士及斯坦福MBA，拥有百度、58同城等企业高管经历，横跨金融、互联网与医疗领 域。平安好医生表示，其国际化视野与实战经验将加速"医疗养老"战略整合，进一步提升服务效率与用户体 验。 2025年10月7日，平安好医生发布公告，宣布核心管理层变动：李斗因个人工作安排辞任董事会主席、执行 董事及首席执行官，郭晓涛接任董事会主席，何明科"空降"出任首席执行官兼执行董事，相关任命即时生 效。 李斗自2023年10月掌舵以来，推动组织架构优化与服务升级，带领公司在2024年实现首次盈利。2025年上半 年，公司营收达25亿元，归母净利润 ...

Core Viewpoint - Ping An Good Doctor reported a significant increase in revenue and net profit for the period ending June 30, 2025, indicating strong growth in both its F-end and B-end business segments [1][2]. Group 1: Financial Performance - Total revenue reached 2.5 billion yuan, representing a year-on-year growth of 19.5% [1] - Net profit attributable to shareholders was 134 million yuan, showing a remarkable year-on-year increase of 136.8% [1] - Revenue from the comprehensive financial client (F-end) and enterprise client (B-end) health business grew by 30.2% [1] - The overall number of paying users increased by 35.1% year-on-year [1] Group 2: F-end Business Development - The company provided a one-stop, 24/7 proactive medical and elderly care service for Ping An Group's personal comprehensive financial clients [2] - The F-end paying user count reached approximately 20 million, a year-on-year increase of 34.6% [2] - The average contract number and average assets under management (AUM) for clients enjoying Ping An Group's medical and elderly care services were 1.6 times and 4.0 times higher than other clients, respectively [2] Group 3: B-end Business Expansion - The company served over 3,500 paying enterprise clients, with B-end paying user count exceeding 3.6 million, reflecting a year-on-year growth of 39.2% [3] - The company enhanced user engagement through online family doctor services and offline corporate activities [3] - The family doctor and elderly care manager are key service hubs, providing comprehensive lifecycle health services [3] Group 4: Service Network and AI Integration - The company expanded its service network to cover four areas: online, in-store, at home, and at enterprises, establishing 37 departments with around 50,000 medical professionals [4] - The company signed contracts with over 3,200 expert doctors and collaborated with more than 4,000 hospitals and nearly 106,000 health service providers [4] - The AI-assisted consultation accuracy rate is approximately 98%, and the accuracy rate for complex disease treatment plans is nearly 80% [4] - AI has helped reduce the average service cost per family doctor by about 52% and improved operational efficiency by approximately 50% [4]

Core Viewpoint - Ping An Good Doctor has officially rebranded and launched its annual health service card, aiming to meet diverse healthcare management needs across different health stages [1][3]. Group 1: Company Overview - Ping An Health Medical Technology Co., Ltd. has rebranded to "Ping An Good Doctor" and aims to provide comprehensive healthcare services [1]. - The company has achieved 400 million registered users, 20 million family doctor members, and has collaborated with over 2,100 enterprises covering more than 5 million employees [3]. - By the first quarter of 2025, the company plans to establish a network of approximately 50,000 doctors across 29 specialties and connect with 105,000 health service providers and 23,500 pharmacies [3]. Group 2: Service Offerings - The newly launched health service card emphasizes "Proactive Family Doctor Care," "Zero Distance to Experts," and "Comprehensive Medical Management" [4]. - "Proactive Family Doctor Care" offers 24/7 case analysis and services for users in various health conditions, supported by a certified team of family doctors [4]. - "Zero Distance to Experts" allows users to connect with over 3,000 experts via audio and video consultations within three hours [4]. - "Comprehensive Medical Management" provides a full journey of care, including assistance during surgery and post-operative recovery guidance [4]. Group 3: Technological Integration - Ping An Good Doctor has introduced a comprehensive "7+N+1" AI medical product matrix, enhancing its service capabilities through AI technology [5]. - The AI products include "Ping An Chip Doctor," "An Director," and various AI health management tools, aimed at providing integrated online and offline services [5]. - The company is collaborating with the National Tumor Quality Control Center to establish MDT diagnostic standards [6]. Group 4: Strategic Direction - Ping An Group continues to deepen its "Integrated Finance + Healthcare and Elderly Care" strategy, with technology as a central component [4][6]. - The company aims to enhance customer satisfaction and industry recognition through continuous upgrades in financial and healthcare services [6].

Core Insights - The conference, hosted by Ping An Group and organized by Ping An Good Doctor, highlighted the company's ongoing strategy of integrating "comprehensive finance + healthcare and elderly care" to enhance its healthcare network [1][4] - Ping An Good Doctor aims to provide a seamless healthcare experience through its upgraded brand and service offerings, focusing on user-centric healthcare management [2][9] Group 1: Company Strategy and Developments - Ping An Group's co-CEO Guo Xiaotao emphasized the integration of quality resources to build a flagship internet healthcare platform and self-operated medical institutions, marking significant progress in constructing a health network [1] - The company has established a comprehensive service network, connecting approximately 50,000 doctors across 29 departments, 105,000 health service providers, 235,000 pharmacies, and 4,000 hospitals [2] Group 2: Service Offerings - The newly launched annual healthcare service card includes "Family Doctor Proactive Care," "Expert Access," and "Comprehensive Medical Management," aimed at providing efficient and high-quality healthcare services [3][4] - The "Family Doctor Proactive Care" service offers 24/7 case analysis and support for users with chronic conditions, while "Expert Access" allows for direct video consultations with over 3,000 experts [3] Group 3: Technological Integration - The company is leveraging advanced technologies, including AI and data analytics, to enhance its healthcare services, aligning with national policies promoting high-quality healthcare development [6][7] - The introduction of the "7+N+1" AI medical product matrix aims to provide comprehensive support for users, integrating both human and machine capabilities in healthcare delivery [7] Group 4: Future Directions - Ping An Good Doctor plans to collaborate with the National Cancer Quality Control Center to establish MDT treatment standards, focusing on AI-enabled evidence-based medicine for improved healthcare outcomes [8] - The company is committed to enhancing user satisfaction and industry recognition through continuous service upgrades in the financial and healthcare sectors [9]