智东西 作者 | 陈骏达 编辑 | 心缘 智东西12月12日报道，今天浙江省政府采购中心发布医学人工智能创新服务平台（2025年）项目中标结果公告，支付宝（杭 州）数字服务技术有限公司中标，中标金额约为2.06亿元。 该项目于今年11月17日发布招标公告，其总体目标是聚焦医学人工智能发展存在的运行算力不足、数据算料短缺、应用验证机 制不完善、成果转化路径不明晰等行业共性问题，建设"1+4"医学人工智能应用服务平台（2025年）。项目主要为相关平台建 设，不涉及算力采购，招标公告称，模型训练将在现有GPU资源上完成。 （1）利用涵盖门急诊、处方、出入院记录、手术、检查、检验、医嘱等不少于5亿条多维度健康医疗公共数据，提升模型准确 率； 根据招标公告，项目招标规模如下： （2）训练千亿级参数医疗基础大语言模型，开源版本尺寸不低于72B，在主流评测中位居前三，具备医学知识问答、病历理 解、诊疗服务、复杂推理等能力，并可支撑至少40个专科垂类模型研发，其服务API需支持百万级订阅与超400家医疗机构； （3）打造可支持40个以上AI原生应用开发的医疗健康大模型研发平台，集成智能体研发、模型调用、逻辑编排等功能，并提供 ...

Core Viewpoint - Ant Group has strategically upgraded its "Digital Healthcare Division" to "Healthcare Business Group," aiming to accelerate the development of healthcare services as a strategic pillar of the company [2][3]. Group 1: Strategic Adjustments - The restructuring has led to a more comprehensive business matrix for Ant Group, which now includes five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Business Group, and the newly formed Healthcare Business Group [3]. - The timing of this strategic shift is notable as it reflects a broader trend in the AI industry, moving from model competition to focusing on practical applications and commercialization [5][7]. Group 2: AI Application in Healthcare - Ant Group's AI strategy is taking shape with a focus on three key areas: lifestyle services, financial services, and healthcare services [5]. - The launch of the AI health management app AQ has been a significant success, achieving over 10 million monthly active users within four months and a compound growth rate of 83.4% in Q3 2023, far exceeding the industry average of 13.5% [8][10]. Group 3: Market Dynamics and Trends - The competition among major tech companies is shifting from parameter optimization to application-level differentiation, with a focus on creating value through AI models [13][14]. - The healthcare sector is becoming increasingly competitive, driven by the need for specialized AI applications that can address complex healthcare challenges [6][19]. Group 4: Long-term Vision and Market Potential - The healthcare market in China is projected to exceed 20 trillion RMB by 2025, driven by an aging population and increasing demand for chronic disease management and personalized health services [44][46]. - Ant Group's historical investments in digital healthcare infrastructure have positioned it well to capitalize on these emerging opportunities, transitioning from a connector in the healthcare system to an active participant with service capabilities [22][39]. Group 5: Challenges and Future Outlook - The transition to AI-driven healthcare services presents challenges, including the need for deep integration into existing healthcare systems and the establishment of unique competitive advantages in vertical markets [17][19]. - The success of Ant Group's healthcare initiatives will depend on its ability to navigate these challenges and leverage its existing capabilities to meet the evolving demands of the healthcare market [59][61].

Core Viewpoint - Ant Group is elevating its focus on the healthcare sector by restructuring its organization, indicating that healthcare is becoming a strategic pillar for the company [2][3]. Group 1: Organizational Changes - Ant Group's "Digital Healthcare Division" has been upgraded to "Healthcare Group" to accelerate development in the healthcare field [2]. - The new Healthcare Group will operate alongside other core business units, including Local Life Services and Financial Services, highlighting the importance of healthcare within Ant Group's strategy [3]. - Zhang Junjie, the former head of the Digital Healthcare Division, will lead the new Healthcare Group and report directly to CEO Han Xinyi [3]. Group 2: Business Focus and Growth - Ant Group's healthcare services now consist of three core areas: medical insurance payment services, digital medical services, and AI healthcare services, with nearly 900 million users served on the platform [4]. - The healthcare sector is seen as a new growth market for technology giants, driven by an aging population and advancements in AI technology [6][8]. - The Chinese healthcare market is projected to grow significantly, with the health industry expected to expand from 8 trillion yuan in 2019 to 20 trillion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 15% [6]. Group 3: AI Integration - AI is a key catalyst for expanding healthcare services, with Ant Group's AI Health Assistant AQ achieving over 10 million monthly active users and ranking 7th among AI applications in China [7]. - Ant Group's medical models have achieved industry-leading results in various medical assessments, indicating a strong position in the AI healthcare space [7]. - The integration of AI into healthcare is viewed as a strategic move to address societal healthcare challenges and enhance service delivery [7][8].

Core Insights - Ant Group has announced a significant organizational upgrade, elevating the "Digital Healthcare Division" to the "Healthcare Group," aiming to accelerate development in this sector and establish it as a strategic pillar of the company [1][2]. Organizational Changes - The restructuring results in a new business matrix for Ant Group, which now includes five core business segments: Alipay Group, Digital Payment Group, Wealth and Insurance Group, Credit Group, and the newly formed Healthcare Group [1]. - Zhang Junjie (alias: Weihe) has been appointed as the president of the new Healthcare Group, reporting directly to CEO Han Xinyi [2][3]. AI and Healthcare Developments - Ant Group has seen rapid user growth for its AI Health Manager application (AQ), surpassing 10 million monthly active users since its launch in June, making it the first industry AI application in China to achieve this milestone [2][3]. - The company's medical large model has received positive feedback in various industry evaluations, achieving leading positions in assessments such as HealthBench and MedBench [3]. - Ant Group plans to focus on three main areas in the AI era: lifestyle services, financial services, and healthcare services, leveraging its existing user base of over 800 million for medical code services [2][3].

Core Insights - Ant Group is strategically enhancing its presence in the AI healthcare sector by upgrading its "Ant Digital Healthcare Division" to "Ant Health Group" to accelerate its healthcare business as a new strategic pillar [1][8] - The appointment of Zhang Junjie as the new president of the health group signifies a significant organizational restructuring aimed at strengthening Ant Group's core business matrix [1][5] Business Strategy - The restructuring is part of Ant Group's broader strategy to explore new growth avenues, completing its AI strategic layout across three key areas: lifestyle services, financial services, and healthcare services [1][2] - Ant Group's flagship product, AI Health Manager AQ, has rapidly gained traction, achieving over 10 million monthly active users within four months and ranking seventh among AI native applications in China [2][3] Technological Development - The AI Health Manager AQ is supported by a multimodal medical model system built on a trillion tokens of specialized medical data, integrating a vast medical knowledge graph [2] - Ant Group's healthcare initiatives date back to 2014, with significant advancements made in recent years, including the upgrade of the Alipay "Healthcare" channel into a comprehensive service platform [2][8] Market Positioning - Ant Group's acquisitions, such as the purchase of "Good Doctor Online" and "Whale Pharmacy," are aimed at enhancing its service capabilities and closing gaps in its healthcare ecosystem [3][4][5] - The company is transitioning from being a "connector" in the healthcare system to a "participant" with service capabilities, while other industry giants focus on more profitable segments like drug retail and insurance [5] Future Outlook - The CEO emphasizes that AI will play a crucial role in addressing societal healthcare challenges, with the Chinese healthcare market projected to exceed 20 trillion yuan by 2025 [7][9] - The recent organizational changes reflect a shift towards integrating infrastructure and intelligence as core themes in Ant Group's strategy [7]

Core Insights - Ant Group's CEO, Han Xinyi, announced a significant organizational restructuring, upgrading the "Digital Healthcare Division" to the "Healthcare Group," aiming to accelerate the healthcare business as a strategic pillar for the company [1] - The AI Health Manager AQ has seen rapid user growth since its independent app launch in June, becoming the first industry AI application in China to exceed 10 million monthly active users and ranking 7th in the national AI native application list [1] - The restructuring marks a critical shift for Ant Group, creating a more comprehensive business matrix with five core business segments, including the newly established Healthcare Group [1] Business Strategy - The focus on the healthcare sector indicates Ant Group's exploration of new growth avenues, completing its AI strategic layout across three key areas: lifestyle services, financial services, and healthcare services [1] - Zhang Junjie has been appointed as the president of the Healthcare Group, bringing experience from his involvement in core healthcare initiatives since joining Ant Group in 2014 [2]

Core Insights - Ant Group's CEO, Han Xinyi, announced a significant organizational restructuring, upgrading the "Digital Healthcare Division" to the "Healthcare Group" with Zhang Junjie appointed as the president [1][2] - This restructuring is part of Ant Group's strategy to enhance its business matrix, which now includes five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Group, Digital Payment Group, Wealth Insurance Group, Credit Group, and the newly formed Healthcare Group [1] - Ant Group has been investing in the healthcare sector for 11 years, starting with the first online appointment payment in China in 2014, and has since launched several key services including the electronic medical insurance code and the acquisition of the online consultation platform, Haodf [1][2] Organizational Changes - The "Digital Healthcare Division" has been upgraded to the "Healthcare Group" to accelerate development in the healthcare sector, aiming to make it a strategic pillar for Ant Group [2] - Zhang Junjie, a veteran who joined Ant in 2014 and was involved in key healthcare initiatives, has been appointed as the president of the Healthcare Group [1][2] Business Development - The AI Health Manager AQ has seen rapid user growth, becoming the first industry AI application in China to exceed 10 million monthly active users and ranking 7th among native AI applications [2] - Ant Group's healthcare services now encompass three core areas: medical insurance payment services, digital medical services, and AI healthcare services [1]

Group 1 - Ant Group's CEO announced a significant organizational restructuring, upgrading the "Digital Healthcare Division" to the "Healthcare Group," aiming to accelerate the healthcare business as a strategic pillar [1] - The restructuring marks a key development in Ant Group's business matrix, which now includes five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Group, Digital Payment Group, Wealth Insurance Group, Credit Group, and the newly established Healthcare Group [1] - The focus on the healthcare sector indicates Ant Group's exploration of new growth avenues, completing its AI strategic layout across three critical areas: lifestyle services, financial services, and healthcare services [1][2] Group 2 - Ant Group's investment in the healthcare sector dates back 11 years, starting with the first online appointment payment in China in 2014, followed by the launch of the first electronic medical insurance code in 2019, and the acquisition of the largest online consultation platform, Haodf, in 2024 [2] - The healthcare platform has served nearly 900 million users, with AI Health Assistant AQ being a standout product, achieving over 10 million monthly active users within four months of its independent app launch [2] - The AI Health Assistant AQ is recognized as the only professional-grade AI application in the industry, with its underlying technology achieving leading levels in various authoritative medical assessments [2] Group 3 - The Chinese health market is projected to exceed 20 trillion yuan by 2025, driven by an aging population and increasing demand for chronic disease management and health care services [3] - Analysts view the restructuring as a proactive choice by a technology company to address societal issues, reflecting the transition of AI technology from experimental phases to deeper industry applications [3]

Core Insights - Ant Group's CEO announced a significant organizational restructuring, upgrading the "Digital Healthcare Division" to the "Healthcare Group," aiming to accelerate the development of healthcare as a strategic pillar for the company [1][2] - The restructuring forms a more complete business matrix, with five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Group, Digital Payment Group, Wealth Insurance Group, Credit Group, and the newly established Healthcare Group [1] - The AI Health Manager AQ has rapidly gained users, becoming the first professional-grade AI application in China to exceed 10 million monthly active users, ranking 7th among AI native applications in the country [1][2] Business Strategy - Ant Group is focusing on three major service sectors: lifestyle services, financial services, and healthcare services, to enhance its presence in the healthcare field [2] - The company has a history of leveraging technology to address social issues, with over 800 million users benefiting from its medical insurance code service [2] Future Direction - The company emphasizes that AI will play a crucial role in addressing societal healthcare challenges, committing to a clear direction and full effort in this area [3]

Core Insights - Ant Group's CEO announced a significant organizational restructuring, upgrading the "Digital Healthcare Division" to the "Healthcare Group," aiming to accelerate the development of healthcare as a strategic pillar for the company [1][3] - This restructuring marks a critical step in Ant Group's business matrix, which now includes five core business segments: Ant International, Ant Digital Technology, OceanBase, Alipay Group, Digital Payment Group, Wealth Insurance Group, Credit Group, and the newly established Healthcare Group [1] - Ant Group's investment in the healthcare sector dates back 11 years, with key milestones including the launch of online appointment booking and payment services, the introduction of the electronic medical insurance code, and the acquisition of the largest online consultation platform in China [2][3] Business Development - The Healthcare Group will focus on three core business areas: medical insurance payment services, digital medical services, and AI healthcare services, with the healthcare platform having served nearly 900 million users [2] - The AI Health Assistant AQ has shown strong growth, becoming the fifth AI-native application in China to exceed 10 million monthly active users within four months of its independent app launch [2][3] - Ant Group's healthcare AI model has achieved industry-leading performance in various authoritative medical evaluations, setting new benchmarks in medical imaging and report analysis [3] Future Direction - The company emphasizes the importance of AI in addressing societal healthcare challenges and is committed to focusing on life services, financial services, and healthcare services as its primary areas of development [4]