Core Insights - Health Road Co., Ltd. has successfully won a significant order from China Mobile for the "2025-2026 Health Internet Medical Atomic Service Procurement Project," marking its second major win in three months [1] - The company's recent project wins demonstrate its differentiated and multi-layered service capabilities, which are becoming a "dual engine" for revenue growth [1][2] - Health Road is evolving from a service provider to a core capability co-builder in China Mobile's health strategy, significantly enhancing user stickiness [1] Company Performance - The recent contracts highlight Health Road's strong resource integration and implementation capabilities in high-end, personalized medical services [1] - The company has developed an AI digital employee system that optimizes service processes and significantly reduces service costs, enhancing operational efficiency [2] - The collaboration with China Mobile opens up broader incremental market opportunities, leveraging the telecom giant's vast user base and channel capabilities [2] Market Position - Health Road's continuous recognition by a leading telecom company validates its business model's compatibility and growth potential [2] - The establishment of a benchmark effect from these projects is expected to facilitate future collaborations with other large government and enterprise clients [2]

Group 1 - The core viewpoint of the articles highlights the strategic value and uniqueness of the company's platform-based business model in the internet healthcare sector, which has evolved over 20 years to enhance accessibility and drive digital transformation in the industry [1] - The company has developed a comprehensive ecosystem that integrates online and offline services, catering to diverse patient needs while accumulating data and resources for sustainable growth [1] - The company has completed its research and development in AI healthcare and is now in the commercialization phase, utilizing AI technology to reconstruct the entire healthcare service chain [1] Group 2 - The company recently announced the successful inclusion of its "Liver Disease Smart Service Platform" in the first batch of projects under the digital healthcare concept verification plan in Beijing, which aims to support the WHO's goal of eliminating viral hepatitis by 2030 [2] - The company continues to increase its R&D investment to enhance its digital capabilities and competitiveness, focusing on improving user health tracking, optimizing digital tools for doctors, and integrating AI solutions into its platform [2] - The company was recognized in the inaugural "Top 50 Health Technology Companies in China" list by KPMG China, reflecting its innovative practices in the healthcare technology field [4]