文｜壹号健康消费 太史詹姆斯 刘强东在关注什么？ 从刚刚结束的618来看，即时零售是一场不能忽略的战役，与此同时，京东旗下独立上市公司——京东健康，正在攫取刘强东和许冉更多注意力。 近期集中登场的广告式打法就是力证之一。在京东最重要的定制晚会《京东618开心夜》，「京东买药」是独家冠名，口播与logo露出彰显重要性，而从下 半年关注度较高的头部综艺《花儿与少年7》的路透来看，「京东健康」的物料随处可见，俨然一副重金营销的架势。 一方面，健康消费这件事俨然成为趋势所在，且这一门类的绝对电商王者还没有诞生，另一方面，诚如去年北京推进医保线上支付时，京东就和美团双双成 为首批入选平台，医疗电商的星辰大海摆在眼前，而「买药秒送」又是一场属于即时零售的冲刺。 当然，京东健康也是相当争气的，其2024年全年业绩总收入达到581.6亿，年度盈利为41.57亿，相比2023年增幅94%，虽然从2020年分拆上市首年至今，京 东健康历经盈利与亏损的沉沉浮浮，但「卖药+服务」让其找到了增长引擎，目前的规模和态势来看，京东健康仍牢牢稳住了医药电商B2C一哥之位。 京东健康总营收趋势 图源：百度股市通 面向未来，怎么用好医疗大模型和 ...

2025年，当DeepSeek横空出世之后，医疗机构、医疗科技企业、主管部门、纷纷接入或部署。很快，相似的场景再次上演，随着以 Manus为代表的通用AI智能体爆红，医疗智能体也迎来爆发期。 近期，多家医疗机构、医疗健康服务企业围绕具体场景应用，密集上线医疗智能体。这也使得业界从几个月前"言必谈大模型"的状 态，悄然迈入"言必谈智能体"的新阶段。 在AI日新月异的风口之下，医疗智能体究竟实现了哪些突破？ 01 从"百模大战"到"千体之争" 文献资料指出，智能体（Agent）源于哲学概念，在人工智能领域，它通常被用来描述一个具备智能行为，且拥有自主性、反应性、 主动性及一定交互能力的实体。 2024年11月，紫荆智康开发的"紫荆AI医生"系统正式上线，首批来自21个科室的42位AI医生在Agent Hospital亮相。其中，每个科室 设置2位AI医生，一位来自国内，一位来自国际，且每位AI医生都拥有专属的虚拟形象和名字。 2025年1月，京东健康依托"京医千询"医疗大模型上线"AI京医"多角色智能体；同年6月升级后，AI医生"大为"、AI营养师"小晶"、AI 药师"小方"、AI心理咨询师"小语"等角色均配备了 ...

医疗健康 一周银发产业大事件速览 5月16日 星期五 1 养老服务 2 老年消费 3 4 智能科技 我国牵头制定！适老化数字经济国际标准发布 我国首个养老服务业品牌价值评价国家标准发布 人社部：拟增加新职业"养老服务师" 海尔康养与泽普康道合作，打造智慧康养新模式 复星保德信、京东方，赋能"保险+康养"新模式 京能集团Q1营收发布，持续拓展机构养老规模 恒锋信息2024年养老服务实现营收3928万元 同方全球人寿等共建一站式康养服务生态 人保寿险等合作探索养老地产等领域 《保险机构适老服务规范》发布 东方妍美拟赴香港上市，专注特医食品研发 中国医药将整合开发消费保健品类大健康业务 浦东：50+老年群体是提高性消费的主力军 东阿阿胶、正官庄合作布局血糖滋补健康产品 京东健康2025年第一季度收入166.45亿元 诺唯赞、东方基因合作聚焦阿尔茨海默病诊断领域 平安健康、诺和诺德，构建一站式体重管理服务 中银人寿、希玛医疗推出大湾区跨境保险医疗服务 「宁美浩维」获融资，致力提供健康管理方案 京东健康启动护士到家"领航者计划" 内柔性外骨骼机器人「优龙机器人」获千万元融资 华为与优必选，推动人形机器人家庭等场景落地 ...

长江商报消息 ●长江商报记者 沈右荣 加入外卖战局引发市场高度关注的大型平台公司京东集团（以下简称"京东"，港股股票代码09618.HK）一季度报 告如期出炉。 5月13日，京东披露的2025年一季度报告显示，公司实现营业收入超3000亿元，创了历史同期新高，增速15.78% 创近三年新高；归母净利润为108.90亿元，同比增长52.73%，实现高速增长。 财报显示，一季度，京东的零售、物流等各项业务表现出色，收入均为两位数增长。 京东首席执行官许冉表示，收入和利润均取得强劲表现，是消费情绪提振，叠加京东供应链能力及用户体验不断 优化共同驱动的结果。 京东不断扩大朋友圈，今年以来，相继与科大讯飞、小米等开展合作。 长江商报记者发现，一季度，京东的各项开支正常，同比均较快增长。其中，研发支出46亿元，同比增长 14.6%。 技术赋能产业，提高效率，智能体已成为企业数智化转型的核心驱动力。截至目前，京东内部已有超过1.4万个智 能体在运行。 零售收入2638亿增16% 零售是京东的基本盘，也是核心业务。京东零售收入实现了快速增长。 根据一季度报告，今年前三个月，京东实现营业收入3010.82亿元，同比增长15.7 ...

Core Viewpoint - JD Health's stock price has surged significantly, driven by strong financial performance in Q1 2025, exceeding market expectations [2][7]. Financial Performance - In Q1 2025, JD Health reported revenue of 16.645 billion RMB, a year-on-year increase of 25.5% [4]. - Operating profit reached 1.071 billion RMB, a remarkable growth of 119.8% compared to the previous year [4]. - Non-IFRS operating profit was 1.308 billion RMB, reflecting a 73.4% increase year-on-year [4]. - The company's net profit for the period was 934 million RMB, a slight increase of 4.6% [4]. Market Trends - The internet healthcare sector in Hong Kong saw a collective rise, with notable increases in stock prices for companies like ZhongAn Online and Alibaba Health [3]. - The rapid development of AI and large models in healthcare is recognized as a key driver for competition in the industry [5]. Technological Advancements - JD Health has launched several innovative drugs and AI products, enhancing its service offerings [4][5]. - The "AI Jingyi" product system and the "Jingyi Qianxun" open-source model are significant advancements in providing intelligent diagnostic support [5]. - Over 80% of doctors in JD Health's online hospital utilize AI services, with a 91% satisfaction rate for AI nutritionist services [5]. Competitive Position - JD Health is positioned as a leader in the domestic internet healthcare market, benefiting from its supply chain capabilities and integrated online retail model [6]. - The release of the Jingyi Qianxun model is expected to further solidify JD Health's dominance as the largest online healthcare platform in China [7].

Core Insights - JD Group reported Q1 2025 revenue of 301.1 billion RMB (approximately 41.5 billion USD), a year-on-year increase of 15.8%, exceeding market expectations and marking the highest growth rate in nearly three years [2] - The company demonstrated strong performance in core categories, with revenue from electronics growing by 17.1% and daily necessities by 14.9%, while the supermarket category maintained double-digit growth for five consecutive quarters [2] - JD's active user base grew by over 20% year-on-year for six consecutive quarters, with third-party merchant transaction users and order volume also showing double-digit growth [2] Business Development - JD's product revenue increased by 16.2% year-on-year, with all business segments achieving double-digit growth [3] - The "Jing Chuang Shuang Bai Plan" aims to build a comprehensive content ecosystem, leveraging short videos and live streaming to help 100,000 merchants achieve over 100% year-on-year growth in transaction volume [3] - JD announced a 200 billion RMB export-to-domestic sales support plan, with over 10,000 companies already engaged in substantial procurement discussions by the end of April [3] Technological Advancements - Since its full transition to technology in 2017, JD has invested a total of 145.6 billion RMB in R&D by Q1 2025 [4] - The company has over 14,000 intelligent agents operating internally, which are central to its digital transformation [4] - JD Health launched the "AI Jingyi" product based on a fully online scenario and the "JD Zhuoyi" product for hospitals, utilizing the first fully open-source medical model in the country [4] Workforce - As of April 30, JD's total workforce exceeded 720,000 employees [5]