11月25日，方舟健客(06086)双12核心合作伙伴峰会(以下简称：合作伙伴峰会)在广州顺利召开。本次峰会以"聚力共赢·智引未来"为主题，汇聚专家学者、合 作伙伴、一线从业者等互联网医疗行业核心力量，共同探讨人工智能浪潮下慢病管理的提质增效路径。 合作伙伴峰会现场，更迎来方舟健客与苏州旺山旺水生物医药股份有限公司(以下简称：旺山旺水，02630)战略合作签约的重要时刻。本次合作是产业核心 资源与数智技术能力精准对接、高效互补的生动实践，接下来，双方将以产品管线合作、数智化营销为切入点，携手探索AI赋能下的创新打法，为大健康 产业高质量发展注入强大动能。 在谢方敏看来，夯实AI技术底座不仅要带来业务上"有质量的增长"，还要针对传统管理模式中"医院难管好、家庭管不了"的痛点，找到关键突破口，让更多 人享受到更专业高效的健康服务。谢方敏表示，"要实现这一目标，仅靠企业单点发力远远不够，我非常期待能携手各位行业伙伴，打造出一系列可复制、 推广的'AI+慢病管理'数智化解决方案，推动大健康行业走向高质量发展新阶段。" 强强联手，实现健康服务全链路数智升级 在人工智能浪潮席卷全球、数字技术重塑产业形态的当下，医疗健康行 ...

来源：智通财经网 11月25日，方舟健客(06086)双12核心合作伙伴峰会(以下简称：合作伙伴峰会)在广州顺利召开。本次峰 会以"聚力共赢·智引未来"为主题，汇聚专家学者、合作伙伴、一线从业者等互联网医疗行业核心力 量，共同探讨人工智能浪潮下慢病管理的提质增效路径。 合作伙伴峰会现场，更迎来方舟健客与苏州旺山旺水生物医药股份有限公司(以下简称：旺山旺水， 02630)战略合作签约的重要时刻。本次合作是产业核心资源与数智技术能力精准对接、高效互补的生动 实践，接下来，双方将以产品管线合作、数智化营销为切入点，携手探索AI赋能下的创新打法，为大 健康产业高质量发展注入强大动能。 锚定"AI+慢病管理"赛道，技术驱动强劲增长 10月24日，科技部在中共中央二十届四中全会精神新闻发布会上明确提出全面实施"人工智能+"行动， 全方位赋能千行百业;11月4日，国家卫生健康委印发《关于促进和规范"人工智能 + 医疗卫生"应用发展 的实施意见》，清晰勾勒出医疗AI未来五年的发展核心目标与实现路径。 国家层面的政策支持为行业指明了关键发展方向，合作伙伴峰会上，方舟健客创始人、董事长兼首席执 行官谢方敏博士立足行业发展大势，深 ...

Core Insights - The annual list of top 100 enterprises in Zhejiang serves as an important indicator of the development of local companies, with total revenue exceeding 10 trillion yuan for three consecutive years, and 33 companies reporting revenues over 100 billion yuan, an increase of 2 from the previous year [1] - The growth of Zhejiang enterprises is driven by continuous investment in technological innovation, with 89 companies holding a total of 178,180 patents, marking an increase of 17,811 patents (11.11%) from the previous year [1] Group 1: Revenue and Rankings - Alibaba Group leads the list with a revenue of 996.35 billion yuan, followed by Rongsheng Holding Group at 658.60 billion yuan and Geely Holding Group at 574.83 billion yuan [12] - The top 10 companies by revenue include notable names such as Hikvision, NetEase, and Ant Group, with revenues ranging from approximately 924.96 million yuan to 996.35 billion yuan [12][13] Group 2: R&D Investment - Geely Holding Group ranks first in R&D investment with 266.65 billion yuan, a 16.3% increase from the previous year, and has committed over 100 billion yuan for R&D from 2021 to 2025 [9][10] - Ant Group follows with an R&D investment of 234.59 billion yuan, a 10.7% increase, and leads in patent holdings with 23,550 patents [7][10] - NetEase ranks third with an R&D investment of 175.25 billion yuan, reflecting a 6.3% year-on-year growth, and has focused on AI technology to enhance user experience in various sectors [5][10] - Hikvision, the largest security company globally, invested 118.64 billion yuan in R&D, maintaining a research expense ratio exceeding 10% for five consecutive years [3][10] Group 3: Technological Innovation - The manufacturing sector dominates patent holdings, with 65 companies owning 137,551 patents, while the service sector holds 37,859 patents [1] - Companies like Ant Group and NetEase are heavily investing in AI technologies, with Ant Group launching three AI assistants that have served over 130 million users [7] - Geely has been recognized for its innovation in hybrid power control technology, leading the industry in several patent metrics [9]

央视网消息：2025年世界互联网大会乌镇峰会期间，首次增设的数智健康论坛8日举行，聚焦探讨数智技术赋能医疗健康的创新路径。 论坛主旨演讲环节聚焦医学人工智能与脑科学融合、医疗健康AI应用等前沿方向，与会专家对"技术人性化"核心准则进行深度解析，探讨 大数据、人工智能如何从实验室走向临床、惠及大众。另外，来自医疗一线的实践者还分享了智慧医院建设、互联网医院服务等领域的探索成 果。 四川大学华西医院院长罗凤鸣称："怎么来提升慢病管理和慢病治疗水平对我们来说是非常重要的。当然人工智能对于慢病防治方面可以 发挥非常重要的作用，我们可以通过大数据这些人工智能的监测，还有可穿戴设备加上人工智能等等来提升慢病的筛出率、检出率。另外，我 们可以通过人工智能来，比如说督促病人服药，提醒他去随诊，给他一些风险提示，包括饮食结构等等，给他一些建议。" 在本届乌镇峰会的互联网之光博览会上，依托大模型技术打造的AI健康管家也成为大众关注的焦点，这项应用既缓解了医疗资源紧张的 压力，也让民众的日常健康管理更高效、更安心。 在互联网之光博览会模型先锋展区，这款AI健康管家吸引了不少参观者。这款应用具备解读体检报告、皮肤病症识别、AI问诊等 ...

Core Insights - The article highlights the increasing elderly population in China, projected to reach 310 million by the end of 2024, emphasizing the importance of elder care services as a significant social issue [1] - Technological advancements, particularly AI, are playing a crucial role in enhancing the quality of life for the elderly, enabling them to engage in learning and health recovery [2][4] Group 1: Elderly Population and Care Services - By the end of 2024, the elderly population (aged 60 and above) in China is expected to reach 310 million [1] - The government has implemented multiple policies to create a more elder-friendly society, ensuring better care and enjoyment for the elderly [1] Group 2: Technological Integration in Elderly Care - AI technology is being utilized to improve elderly education and health, allowing seniors to engage in activities like recitation and recovery training [2][4] - As of the end of 2024, there are 68,000 grassroots elderly education learning points established across urban and rural communities, facilitated by AI [5] Group 3: Smart Elderly Care Platforms - During the 14th Five-Year Plan period, China is enhancing its three-tier elderly care service system through smart platforms that integrate institutional, community, and home care services [8] - In Dalian, a smart elderly care platform connects over 400 nursing homes and home care service providers, allowing seniors to access various services via mobile apps [8][10] Group 4: Personalized Services and Support - The smart elderly care system in Changzhou utilizes big data and cloud technology to match elderly needs with available services, creating a more intelligent care ecosystem [11] - The system includes features like emergency calls and remote monitoring, ensuring a 24-hour responsive "smart housekeeper" service for the elderly [11] - It also connects seniors with local dining options and personalized services, addressing individual needs such as medical appointments [13][14]

Core Insights - The "AI + Weight Management" transformation is emerging as a critical public health issue in China, driven by severe obesity problems among residents and supported by national policies [1][2][3] - The "AI + Weight Management" sector is poised for explosive growth, with increasing consumer demand for scientific and sustainable weight loss solutions, and strong policy backing from the government [2][6] - Ark Health has established a competitive edge in the "AI + Weight Management" space through its integrated "AI + H2H" ecosystem, which connects users, doctors, and pharmaceutical companies [4][5] Policy and Market Demand - The Chinese government has initiated several policies to promote weight management, including the launch of a "Weight Management Year" in 2024 and the incorporation of health weight management into national public health governance by 2025 [2][3] - There is a significant market demand for personalized and continuous weight loss interventions, which aligns well with AI's capabilities in data analysis and real-time feedback [2][4] Technological Advancements - Ark Health has developed an innovative "AI + Weight Management" digital solution that addresses common challenges in weight loss, such as fragmented plans and safety concerns, by utilizing its proprietary AI models [4][5] - The platform connects 229,000 practicing doctors, over 52.8 million users, and 980 pharmaceutical companies, creating a comprehensive network that enhances service delivery [5][6] Business Model and Financial Performance - Ark Health's business model has shown strong potential for profitability, with a high repurchase rate of 85.4% among paying users and a 34.4% year-on-year increase in monthly active users [6][8] - The company achieved a net profit of 12.5 million yuan in mid-2025, marking a significant milestone in its journey towards profitability [6][8] Future Outlook - The "AI + Weight Management" sector is entering a critical phase of large-scale implementation, with Ark Health positioned as a leader due to its validated business model and technological advantages [8][9] - The company aims to expand its application scenarios and collaborate with various sectors to build a comprehensive weight management service system, contributing to national health goals [8][9]

蚂蚁集团正在持续打造"AI超级医生助理"，可整合患者病历、影像及最新医学指南，生成结构化诊断建 议并提供权威文献支持，助力医生提升诊疗效率。同时通过医疗大模型一体化实现本地化部署，保障数 据安全。去年已面向用户推出"AI健康管家"，已覆盖找医生、读报告、医保咨询等核心需求，支持健康 自测及体检报告解读，接入60多位名医AI智能体，累计服务功能近百种，半年服务超4,000万用户。 智通财经APP获悉，香港计算机学会金融科技专家小组执行委员会成员陈婉真表示，今年可谓AI应用爆 发元年，港府与学界连手推出HKGAI V1大模型。该模型基于DeepSeek架构进行全参数微调，不仅能流 畅处理粤语对话，更深度整合香港法律文书与公务流程。这种"本地化AI"路径，正成为城市治理的创新 范式──既保留技术自主性，又融入本地文化基因。 在产业方面，港府积极应对AI引领的新一轮技术革命和产业变革，包括建设AI超算中心、推出30亿港 元AI资助计划等，现时科学园及数码港亦汇聚逾800间AI相关企业。同时引进办自投运两年以来累计引 进84间重点企业，当中超过三成五属于数据科学与AI企业，蚂蚁数科亦成为其中一间重点引进企业并 将海外总 ...

Group 1 - The core viewpoint of the articles highlights the significant rise of Ark Health (方舟健客) stock, which increased by 8.23% to HKD 4.34, with a trading volume of HKD 40.77 million, following a report in Nature about China's medical AI models [1] - The Nature report emphasizes China's chronic disease management model, which integrates AI with various chronic disease management practices, showcasing a successful case that is rare globally [1] - The report indicates that while there are few large-scale companies in the overseas market that deeply integrate AI with chronic disease management, China's innovative forces are emerging in this field, potentially allowing for a leapfrog development [1] Group 2 - Ark Health's "super digital brain," the Xing Shi model, drives five major applications: AI medication assistant, AI health manager, AI doctor assistant, AI academic assistant, and AI search, each tailored for specific clinical and patient scenarios [2] - Each application provides real-time and precise assistance in areas such as medication guidance, patient education, diagnostic support, and medical literature queries [2] - The AI academic assistant product enhances efficiency and user engagement by offering expert-level answers with voice interaction capabilities, catering to the busy clinical environment of doctors [2]

Core Insights - A revolution in health management driven by AI is underway, addressing the challenges posed by an aging population and a high prevalence of chronic diseases in China [1][2] - The online chronic disease management market in China is projected to grow from 45.5 billion yuan in 2023 to 600 billion yuan by 2030, with a compound annual growth rate of 44.5% [1] - Companies are increasingly integrating AI into chronic disease management, with Ark Health achieving a revenue of 1.494 billion yuan in the first half of the year, marking a 12.9% year-on-year increase and a return to profitability [1] Industry Developments - The Chinese government is promoting the use of new technologies in healthcare, aiming to enhance the capabilities and efficiency of grassroots medical services [2] - The rapid development of internet healthcare has significantly improved chronic disease management by breaking geographical barriers and enhancing patient compliance [3] - AI is reshaping the internet healthcare paradigm, with companies focusing on practical solutions to improve healthcare access and quality [4] Technological Innovations - Ark Health has launched an intelligent consultation service that has conducted nearly 400,000 consultations, reducing the average consultation time from 30 minutes to 20 minutes [5] - Companies are developing a range of AI products for healthcare, including AI medication assistants and health managers, creating a comprehensive service ecosystem [5] - The integration of AI in chronic disease management is not limited to the physician's side but also extends to patients and the industry [5] Challenges and Opportunities - Despite the promising outlook for AI in chronic disease management, challenges remain in data privacy, technology implementation, and sustainable business models [6] - The growing demand for weight management solutions in China presents an opportunity for AI applications in managing chronic diseases related to obesity [7] - Companies that understand both healthcare and AI are positioned to drive the core value of medical AI, which is to achieve healthcare accessibility [8]

Core Insights - The article emphasizes that chronic disease management in China is entering a new era driven by AI, highlighting the importance of technology in addressing healthcare challenges posed by an aging population [1][2] - The online chronic disease management market in China is projected to grow significantly, with a compound annual growth rate of 44.5%, from 45.5 billion yuan in 2023 to 600 billion yuan by 2030 [1] - Ark Health's AI-driven approach aims to create a patient-centered healthcare model, leveraging technology to enhance doctor-patient relationships and improve service efficiency [2][3] Technology Development - Ark Health's "Xing Shi Medical Model" is designed to integrate various intelligent components into a collaborative service team, aiming for state-of-the-art performance [3] - The AI assistant has reportedly saved doctors over 60,000 hours of time through its diagnostic and case analysis capabilities [3] - The company has developed five core AI products, including AI Medication Finder and AI Health Manager, which aim to enhance clinical decision-making and knowledge dissemination [4] Strategic Collaborations - Ark Health has formed strategic partnerships with pharmaceutical companies, such as Innovent Biologics, to target the rapidly growing weight management market, which is expected to reach 149 billion yuan by 2030 [6][7] - The collaboration with Innovent focuses on integrating AI technology with innovative weight loss products, providing comprehensive support for patients [6][8] - The partnership with Zhejiang Otsuka Pharmaceutical aims to enhance drug service offerings and health education through AI capabilities [7][8]