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Ping An Good Doctor (1833.HK) Reports Strong Interim Results: Revenue and Profit Accelerate as AI Fuels New Growth Momentum
Prnewswireยท 2025-08-19 15:11
Core Business Performance - Total revenue for the first half of 2025 reached RMB2.5 billion, marking a 19.5% year-on-year increase, while net profit attributable to shareholders rose to RMB134 million, a significant increase of 136.8% year-on-year [1] - Revenue from the integrated finance business and corporate health management business increased by 30.2% year-on-year, with the total number of paying users growing by 35.1% year-on-year [1] Synergistic Model and Corporate Health Management - The company has deepened its "insurance + health care" synergistic model, enhancing collaboration with Ping An Group's integrated finance business, which has expanded its corporate customer base and improved profit quality [2] - The number of B-end paying corporate clients exceeded 3,500, with B-end paying users surpassing 3.60 million, reflecting a 39.2% year-on-year increase [4] Service Expansion and User Engagement - The company provided one-stop, 24/7 medical and senior care services to Ping An Group's retail integrated financial customers, achieving a 34.6% year-on-year increase in F-end paying users to approximately 20.0 million [3] - The family doctor membership grew to over 35 million, with home-based senior care service users increasing by approximately 83% year-on-year [7] AI-Powered Healthcare Applications - The company enhanced its capabilities in AI-driven healthcare services, introducing the "7+N+1" AI medical product system, which includes various AI applications for intelligent decision support [9] - AI-assisted consultations achieved an accuracy rate of approximately 98%, while the average service cost per family doctor user was reduced by about 52% [9] Strategic Focus and Future Outlook - The company aims to become the most professional "family doctor and senior care concierge," focusing on customer needs and sustainable value creation for shareholders and society [10]