Core Insights - JD Health is set to enhance its investment in the medical device sector, focusing on supply, AI, and medical services as core drivers for growth, aiming to become a significant growth engine and launchpad for global medical device brands by 2026 [1][5] Group 1: Strategic Initiatives - JD Health signed agreements with 100 global brands to launch new products in 2026, committing over 100 million in marketing resources to ensure that new products are launched as bestsellers [1][5] - The company aims to create a comprehensive ecosystem that meets user needs across all channels and life cycles, supporting the "Healthy China 2030" strategy [1] Group 2: Market Growth and Product Innovation - The medical device market in China is projected to grow from approximately 300 billion to 500 billion, driven by aging population, health awareness, and consumption upgrades [3] - JD Health plans to deepen global collaborations and enhance domestic supply through initiatives like JDH+N alliance, targeting a 100% growth in trending categories [3] Group 3: Awards and Recognition - JD Health established a rigorous evaluation system for awarding the 2025 Golden Award for new medical devices, recognizing nearly 100 brands for their quality and reputation [5] Group 4: AI and Service Integration - JD Health is leveraging its self-developed AI model "Jingyi Qianxun" to transform product categories and define value through services, moving towards a full-cycle health management solution [7] - The company has launched customized CGM products in collaboration with brands like Yuyue and Sanofi, creating an integrated smart blood glucose management system [9] Group 5: Consumer Engagement and Service Enhancement - JD Health's AI doctor "Xiao Wei" provides comprehensive support throughout the purchasing process, achieving a user satisfaction rate of 98.4% [9] - The company is enhancing its online and offline medical services, integrating them with medical device usage scenarios to create a seamless health management experience [9]

1月7日，京东健康医疗器械狂飙开新盛典暨2026年度商家大会在北京举行。会上，京东健康发布2026年 医疗器械发展战略，以供给、AI与医疗服务为三大核心动力，携手全球医疗器械品牌在"内卷"中狂飙、 在AI中重塑，致力成为全球医疗器械品牌强有力的增长引擎与新品首发阵地。 会上，京东健康与全球百大品牌签署2026年百大狂飙新品，将投入过亿营销资源，以"新品必首发，首 发必爆品，场场新标杆"为共同目标，为医疗器械行业注入高质量发展新动能。 京东集团SEC委员、京东健康CEO曹冬表示，京东健康将全面加码投入医疗器械领域，依托扎实的超级 供应链基础设施、AI技术、互联网医疗服务等优势，持续构建覆盖全渠道履约、全场景服务、以及全 生命周期的用户需求满足的生态体系，助力"健康中国2030"战略的加速实现。 全年首发近500款百万新品 持续刷新行业纪录 当前，随着人口老龄化、健康意识提升以及消费升级，我国医疗器械行业正处于政策与市场双轮驱动的 高速增长期，未来几年，我国院外医疗器械市场规模将从当前约3000亿元，朝着5000亿目标强势冲刺。 2025年，京东健康医疗器械持续深化全球医疗器械品牌合作，通过全球集采、大单采购等方 ...