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]

董事会亦留意到，公司就其于2025年9月10日举行的第十届H2H医疗服务生态大会而刊发的新闻稿，其 中包括若干公司最新消息，包括(i)公司发布专有「杏石」大模型("杏石大模型")作为其五项旗舰应用(AI 用药助手、AI健康管家、AI医生助手、AI学术助手及AI搜索)的基石，赋能先进临床诊断支援及个性化 慢病管理；(ii)与信达生物制药("信达")达成战略合作伙伴关系，整合方舟H2H数字健康生态系统与信达 体重管理疗法管线，初步利用公司之杏石大模型，为信达的玛仕度肽提供个性化数字维护及依从性支 持，在中国快速增长的体重管理市场提高患者的疗效；及(iii)与浙江大塚制药有限公司("大塚")展开战略 合作，结合公司的AI技术优势及大塚的创新药组合，共同开发覆盖药物支援服务、针对性病患外展项 目及健康教育计划的全方位数字解决方案。 经作出在相关情况下有关公司的该等合理查询后，董事会确认(i)新闻稿所含资料并不构成根据上市规则 第13.09(2)条或香港法例第571章证券及期货条例第XIVA部项下之内幕消息条文所规定之内幕消息；及 (ii)其亦并不知悉股份交易价格上升之任何理由，或为避免股份出现虚假市场而须作出公告之任 ...

Core Viewpoint - Ark Health (06086) has observed a recent increase in its share price on the Hong Kong Stock Exchange as of September 12, 2025, following the announcement of its strategic initiatives and partnerships in the healthcare sector [1]. Group 1: Company Developments - The company has launched its proprietary "Xing Shi" large model, which serves as the foundation for five flagship applications, including AI medication assistant, AI health manager, AI doctor assistant, AI academic assistant, and AI search, aimed at enhancing clinical diagnostic support and personalized chronic disease management [1]. - Ark Health has formed a strategic partnership with Innovent Biologics to integrate its H2H digital health ecosystem with Innovent's weight management therapy pipeline, utilizing the "Xing Shi" model to provide personalized digital maintenance and adherence support for Innovent's Ma Shidu peptide in China's rapidly growing weight management market [1]. - The company has also entered into a strategic collaboration with Zhejiang Otsuka Pharmaceutical Co., combining its AI technology advantages with Otsuka's innovative drug portfolio to jointly develop comprehensive digital solutions covering drug support services, targeted patient outreach programs, and health education initiatives [1]. Group 2: Regulatory Confirmation - The board has confirmed that the information contained in the press release does not constitute inside information as defined under the Listing Rules and relevant securities regulations, and it is unaware of any reasons for the increase in share price or any information that needs to be disclosed to avoid creating a false market in its shares [2].

Group 1 - The company, Ark Health (06086), has observed a recent increase in its share price on the Hong Kong Stock Exchange as of September 12, 2025 [1] - The company announced its proprietary "Xing Shi" large model, which serves as the foundation for five flagship applications aimed at enhancing clinical diagnostic support and personalized chronic disease management [1] - A strategic partnership has been established with Innovent Biologics to integrate Ark's H2H digital health ecosystem with Innovent's weight management therapy pipeline, utilizing the "Xing Shi" model for personalized digital maintenance and compliance support in China's growing weight management market [1] - The company has also formed a strategic collaboration with Zhejiang Otsuka Pharmaceutical Co., Ltd. to develop comprehensive digital solutions that combine AI technology with Otsuka's innovative drug portfolio, focusing on drug support services, targeted patient outreach programs, and health education initiatives [1] Group 2 - The board confirmed that the information contained in the press release does not constitute insider information as defined under the relevant listing rules and securities regulations [2] - The board is not aware of any reasons for the increase in share price or any information that would require disclosure to prevent a false market in the shares [2]

Core Insights - Fangzhou Jianke has achieved profitability with a revenue of 1.494 billion yuan, marking a 12.9% growth, and a net profit of 12.5 million yuan as of mid-2025 [3] - The company employs a "familiar doctor-patient" model, focusing on relationship reconstruction rather than merely chasing traffic [4][5] - The AI-powered "Xing Shi Medical Model" aims to enhance the efficiency of its H2H (Hospital to Home) healthcare ecosystem [6][9] Company Performance - Fangzhou Jianke's user base has grown to over 52.8 million registered users and 229,000 registered doctors by mid-2025, with a high repurchase rate of 84.7% among paying users [4] - The company’s growth is driven by value-based internal growth, reducing reliance on continuous traffic purchases [5] AI Integration - The "Xing Shi Medical Model" integrates a comprehensive knowledge base from the Chinese Medical Association, covering over 1.1 million articles across 170 core journals [6] - Five core AI products have been launched, creating a collaborative network across medical, patient, and enterprise sectors [7] Efficiency Improvements - The AI Doctor Assistant has saved over 60,000 hours of work for doctors by providing nearly 400,000 technical assists, allowing them to focus on more complex diagnoses [8] - The AI Health Manager has reduced average consultation times by over 70%, significantly enhancing patient experience [8] Future Vision - By 2025, the company aims to integrate AI assistants into daily medical practices, with daily usage exceeding 100,000 times [10] - The ultimate goal is to establish "Fangzhou Medical Smart Cloud" by 2027, serving as an authoritative clinical decision standard across the industry [10]

9月10日，方舟健客第十届 H2H 医疗服务生态大会在上海举办。会上，方舟健客(06086.HK)重磅发布 了公司自主研发的"慢病管理数智之芯"——杏石医疗大模型。这一重磅发布，不仅是方舟健客对国 家"人工智能+"行动的积极响应，更是为破解"传统慢病管理效率低"、"服务精准度不足"、"医生碎片化 时间难利用"等行业核心难题提供了突破性的技术解决方案，有望成为驱动"AI+慢病管理"领域全面升级 的核心技术底座。 方舟健客重磅发布杏石医疗大模型 作为公司的"超级数字大脑"和"强大智慧中枢"，杏石医疗大模型首先构建了图像语音识别、自然语言理 解、海量医药知识存储及推理思考的底层能力体系。其次，凭借其达到SOTA(State-of-the-Art)水平的医 疗领域大模型性能，它还将知识、导诊、预问诊、医生、电子病历五大智能体聚合成方舟健客的"数智 服务团队"，实现了慢病管理服务全链条闭环覆盖。 作为深耕慢病管理领域的互联网医疗企业，技术创新始终是方舟健客发展的重要基石。从提出业内创新 的"H2H(Hospital To Home)智慧医疗生态"到实现"AI+H2H"重要升级，公司的数智化路径坚定且清晰 ——2022年 ...

9月10日，方舟健客第十届 H2H 医疗服务生态大会在上海举办。会上，方舟健客（06086）重磅发布了 公司自主研发的"慢病管理数智之芯"——杏石医疗大模型。这一重磅发布，不仅是方舟健客对国家"人 工智能+"行动的积极响应，更是为破解"传统慢病管理效率低"、"服务精准度不足"、"医生碎片化时间 难利用"等行业核心难题提供了突破性的技术解决方案，有望成为驱动"AI+慢病管理"领域全面升级的核 心技术底座。 在现场演示环节中，使用者只需通过语音输入需求口令，如 "解读 2024 年修订版高血压指南，核心对 比与 2018年修订版高血压指南的区别"，杏石 AI 学术助手就能搜索匹配相关信息，高效生成对比报告 并完成实时语音播报。有一线专家在了解后评价道："分析能力、推理能力、理解能力都让人惊喜，杏 石AI学术助手或能成为临床医生的'声纹级医学大脑'。" 作为公司的"超级数字大脑"和"强大智慧中枢"，杏石医疗大模型首先构建了图像语音识别、自然语言理 解、海量医药知识存储及推理思考的底层能力体系。其次，凭借其达到SOTA（State-of-the-Art）水平的 医疗领域大模型性能，它还将知识、导诊、预问诊、医生、电子 ...

Core Insights - Ark Health's release of the "Xing Shi Medical Model" represents a significant advancement in chronic disease management, addressing key industry challenges such as low efficiency and insufficient service precision [1][4][6] - The model integrates various AI capabilities, including image and voice recognition, natural language understanding, and extensive medical knowledge, forming a comprehensive service team for chronic disease management [4][5] Company Developments - The "Xing Shi Medical Model" serves as the company's "super digital brain," enabling a closed-loop service for chronic disease management through five AI core products: AI Medication Finder, AI Health Manager, AI Doctor's Assistant, AI Academic Assistant, and AI-Powered Search [4][5] - The launch of the "OpenEvidence" AI Academic Assistant, which utilizes the Xing Shi model, enhances clinical decision-making with real-time voice interaction and expert-level answers [5] Industry Context - The release aligns with the Chinese government's "Artificial Intelligence +" initiative, positioning the healthcare sector as a critical area for practical application of AI technologies [6] - The company aims to leverage the Xing Shi Medical Model to further develop AI applications in chronic disease management, contributing to the high-quality development of the internet healthcare industry [6]

Group 1 - The healthcare industry in China is poised to become one of the largest industries due to factors such as aging population, chronic disease prevalence, rising health awareness, and the national health strategy [3][4] - The shift from a "disease-centered" approach to a "health-centered" model is necessary, emphasizing preventive care and comprehensive health management [4][5] - Traditional healthcare business models are undergoing disruptive reconstruction, with a need for new value creation models and organizational structures [5][6] Group 2 - The healthcare industry is returning to its public welfare roots, with a focus on genuine health outcomes rather than profit-driven motives [6][7] - AI and emerging technologies are expected to create a divide in the industry, favoring institutions that can integrate technology effectively [7][8] - Market-oriented AI applications are more sustainable than government procurement models, driving efficiency and innovation in healthcare services [8][9] Group 3 - Commercial health insurance is becoming a crucial component of the multi-tiered healthcare system, with potential market value exceeding trillions [9][10] - Private healthcare institutions are expected to undergo structural upgrades rather than decline, focusing on quality over quantity [10][11] - Public hospitals are facing increased scrutiny and cost control measures, leading to heightened survival pressures for third-party service providers [11][12] Group 4 - There is a fundamental shift in public health consciousness, moving from treatment to prevention and self-management, particularly among younger and older demographics [12]