Ping An Good Doctor (1833.HK) Reports Strong Interim Results: Revenue and Profit Accelerate as AI Fuels New Growth Momentum
Ping An Good Doctor (PIAHY) reported strong H1 2025 results with total revenue reaching RMB2.5 billion, up 19.5% year-on-year, and net profit surging 136.8% to RMB134 million. The company's integrated finance and corporate health management revenue grew 30.2% year-on-year.
Key operational highlights include a 35.1% increase in paying users, with F-end paying users reaching 20 million (up 34.6%) and B-end corporate clients exceeding 3,500 with 3.60 million paying users (up 39.2%). The company's service network now includes 50,000 in-house doctors, partnerships with over 4,000 hospitals, and 106,000 health service providers.
The company's AI-powered healthcare solutions achieved significant efficiency gains, with AI-assisted consultations reaching 98% accuracy and reducing average service costs per family doctor user by 52%.
Ping An Good Doctor (PIAHY) ha pubblicato solidi risultati per il primo semestre 2025: i ricavi totali hanno raggiunto RMB2,5 miliardi, in aumento del 19,5% su base annua, mentre l'utile netto è balzato del 136,8%, a RMB134 milioni. I ricavi derivanti dall'integrazione tra servizi finanziari e gestione sanitaria aziendale sono cresciuti del 30,2% su base annua.
I principali indicatori operativi mostrano un incremento del 35,1% degli utenti paganti: gli utenti paganti lato consumatore (F-end) sono arrivati a 20 milioni (in aumento del 34,6%), mentre i clienti aziendali (B-end) superano i 3.500 con 3,60 milioni di utenti paganti (in crescita del 39,2%). La rete di servizi della società comprende ora 50.000 medici interni, collaborazioni con oltre 4.000 ospedali e 106.000 fornitori di servizi sanitari.
Le soluzioni sanitarie potenziate dall'IA hanno portato a rilevanti incrementi di efficienza: le consulenze assistite dall'IA hanno raggiunto un'accuratezza del 98% e il costo medio di servizio per utente di medico di famiglia si è ridotto del 52%.
Ping An Good Doctor (PIAHY) presentó sólidos resultados en el primer semestre de 2025: los ingresos totales alcanzaron RMB2.500 millones, un aumento del 19,5% interanual, y el beneficio neto se disparó un 136,8% hasta RMB134 millones. Los ingresos por integración financiera y gestión de salud corporativa crecieron un 30,2% interanual.
Entre los aspectos operativos clave destaca un aumento del 35,1% en usuarios de pago: los usuarios de pago del lado F llegaron a 20 millones (subiendo un 34,6%) y los clientes corporativos B superan los 3.500 con 3,60 millones de usuarios de pago (un 39,2% más). La red de servicios de la compañía incluye ahora 50.000 médicos internos, alianzas con más de 4.000 hospitales y 106.000 proveedores de servicios de salud.
Las soluciones sanitarias impulsadas por IA lograron mejoras significativas de eficiencia: las consultas asistidas por IA alcanzaron una precisión del 98% y el coste medio de servicio por usuario de médico de familia se redujo un 52%.
Ping An Good Doctor (PIAHY)는 2025년 상반기에 견조한 실적을 발표했습니다. 총수익은 RMB25억으로 전년 대비 19.5% 증가했고, 순이익은 136.8% 증가한 RMB1.34억을 기록했습니다. 통합 금융 및 기업 건강관리 관련 매출은 전년 대비 30.2% 성장했습니다.
주요 운영 지표로는 유료 이용자 35.1% 증가가 있으며, 소비자(F) 유료 이용자는 2천만 명(34.6% 증가), 기업(B) 고객은 3,500곳을 넘어 유료 이용자 360만 명(39.2% 증가)을 기록했습니다. 회사의 서비스 네트워크는 현재 5만 명의 내부 의사, 4,000여 개 병원 제휴, 106,000개의 건강 서비스 제공자를 포함합니다.
AI 기반 헬스케어 솔루션은 효율성 개선을 가져왔으며, AI 보조 상담의 정확도는 98%에 도달했고 가정의 사용자의 평균 서비스 비용은 52% 절감되었습니다.
Ping An Good Doctor (PIAHY) a publié de solides résultats pour le 1er semestre 2025 : le chiffre d'affaires total a atteint RMB2,5 milliards, en hausse de 19,5% en glissement annuel, et le résultat net a bondi de 136,8% à RMB134 millions. Les revenus issus de l'intégration finance et gestion de la santé en entreprise ont progressé de 30,2% sur un an.
Parmi les points opérationnels clés, on note une augmentation de 35,1% du nombre d'utilisateurs payants : les utilisateurs payants côté grand public (F) atteignent 20 millions (en hausse de 34,6%) et les clients entreprises (B) dépassent 3 500 avec 3,60 millions d'utilisateurs payants (en progression de 39,2%). Le réseau de services de la société comprend désormais 50 000 médecins internes, des partenariats avec plus de 4 000 hôpitaux et 106 000 prestataires de services de santé.
Les solutions de santé propulsées par l'IA ont généré des gains d'efficacité importants : les consultations assistées par IA ont atteint une précision de 98% et le coût moyen de service par utilisateur chez le médecin de famille a été réduit de 52%.
Ping An Good Doctor (PIAHY) meldete starke Ergebnisse für H1 2025: der Gesamtumsatz stieg auf RMB2,5 Milliarden, ein Plus von 19,5% gegenüber dem Vorjahr, und der Nettogewinn kletterte um 136,8% auf RMB134 Millionen. Die Erlöse aus integrierten Finanz- und Unternehmensgesundheitsdiensten wuchsen um 30,2% im Jahresvergleich.
Wesentliche operative Highlights sind ein 35,1%iger Anstieg zahlender Nutzer: Die zahlenden F-End-Nutzer erreichten 20 Millionen (plus 34,6%), und B-End-Unternehmenskunden übersteigen 3.500 mit 3,60 Millionen zahlenden Nutzern (plus 39,2%). Das Servicenetz des Unternehmens umfasst nun 50.000 interne Ärzte, Partnerschaften mit über 4.000 Krankenhäusern und 106.000 Gesundheitsdienstleister.
Die KI-gestützten Gesundheitslösungen erzielten deutliche Effizienzgewinne: KI-unterstützte Konsultationen erreichten eine 98%ige Genauigkeit und die durchschnittlichen Servicekosten pro Hausarzt-Nutzer wurden um 52% gesenkt.
- Net profit surged 136.8% year-on-year to RMB134 million
- Total revenue increased 19.5% year-on-year to RMB2.5 billion
- F-end paying users grew 34.6% to 20.0 million
- B-end corporate clients increased to 3,500+ with 3.60 million paying users (up 39.2%)
- AI implementation reduced service costs per family doctor user by 52%
- AI-assisted consultations achieved 98% accuracy rate
- None.
Enhanced "Insurance + Health Care" Synergies Promoting the Growth of Core Businesses
As a flagship in Ping An Group's health and senior care ecosystem, the Company has continued to deepen its "insurance + health care" synergistic model, strengthening collaboration with Ping An Group's integrated finance business. In the corporate health management sector, it has partnered with other Group's subsidiaries to develop an innovative "commercial insurance + health care fund + health care service" product ecosystem. This approach has significantly expanded its corporate customer base, delivering steady revenue growth and a comprehensive improvement in profit quality.
During the reporting period, the Company provided Ping An Group's retail integrated financial customers with online and offline, one-stop, 24/7, proactive medical and senior care services. By advancing the "insurance + health and senior care membership" model and enriching medical and health services rights system across multiple scenarios, the Company steadily increased its service penetration among the Group's nearly 245 million retail financial customers, achieving a
In recent years, under the guidance of the "Healthy China" national strategy, the government has supported and encouraged employers to standardize employee health management. The medical security system, from "basic medical insurance" to "supplementary medical insurance" and "health management," has been continuously improving. This has significantly heightened corporate awareness of the importance of employee health management. As part of its strategic focus, the Company has continued to provide professional, comprehensive, high-quality, and one-stop employee health management services to corporate clients through the "Ping An Corporate Health Protection Plan." The Company has enhanced operational precision to boost user engagement. Online, it provides end-to-end proactive health management and medical services through family doctors, while offline, it organizes a variety of in-company health activities to improve service visibility and employee satisfaction. Building on the Group's extensive corporate client base, the Company has also actively expanded its independent sales channels, driving rapid growth in its corporate health management business. During the period, B-end paying corporate clients totaled more than 3,500, and the number of B-end paying users exceeded 3.60 million, up
Upgrading Product and Service Capabilities to Strengthen Healthcare and Senior Care Ecosystem
During the reporting period, the Company remained customer-centric, solidifying its ecosystem and product capabilities while upgrading its service network to continuously enhance its full-scenario service capabilities.
Through its strategic pillars of "family doctor" and "senior care concierge", the Company continues to provide users with proactive, one-stop medical, health, and senior care services throughout the life cycle. During the reporting period, the Company launched its annual medical and health services brand, encompassing "Proactive Family Doctor Care, Zero-Distance Access to Renowned Doctors, and Full-Journey Medical Management." This offering is powered by family doctors certified by both Peking University International Hospital and the World Organization of Family Doctors (WONCA), creating a comprehensive service system that includes one-on-one contracts, medical record analysis, and proactive follow-ups. The system is designed to deliver differentiated care for four key demographic groups. The Company also enhanced the service capabilities of its senior care concierge to address medical and nursing needs, expanded offerings such as Ping An's global emergency assistance and professional in-home care provided by care managers, and collaborated with industry, academia, and research institutions to advance the standardization of home-based senior care. During the reporting period, the Company had a family doctor membership of over 35 million, while the number of users entitled to home-based senior care service increased by approximately
Additionally, to provide broad-coverage, high-quality, and cost-effective services to users, the Company continued to build its medical, health, and senior care service network. During the reporting period, the Company further expanded its "online, in-store, in-home, and in-company" service network. The Company had about 50,000 in-house doctors and contracted external doctors across 37 specialties, with over 3,200 renowned doctors. The Company has partnered with over 4,000 hospitals, 106,000 health service providers, 240,000 pharmacies, and more than 100 senior care service institutions.
Accelerating AI-Powered Healthcare Applications to Drive Scale and Efficiency
Leveraging its "data + model + scenario" closed-loop advantage, the Company strengthened its capabilities in AI-driven healthcare services and accelerated the application of its solutions. It continued to enhance its large multi-modal model, Ping An Medical Master®, based on Ping An's six world-leading medical databases as well as data from 1.44 billion consultations. Building on this foundation —and with further optimization of five vertical models for key medical scenarios—the Company introduced the "7+N+1" AI medical product system during the reporting period. The suite includes Renowned Doctor Digital Avatar, AI Family Doctor, AI Senior Care Concierge, AI Clinics, AI Health Manager, AI Chronic Disease Manager, and AI Health Benefit Officer, providing intelligent decision support across the entire process and all scenarios. Notably, the Company innovatively launched a multidisciplinary team (MDT) consultation assistance platform for complex diseases, which has been applied to breast cancer, providing users with diagnostic and treatment assistance throughout the entire process from treatment to recovery. This significantly improves the efficiency and experience of medical care for complex diseases and will be extended to more disease types in the future. Through AI empowerment, the accuracy rate of AI-assisted consultations reached approximately
In the first half of the year, Ping An Good Doctor revamped its brand, marking a significant milestone for Ping An Group's "worry-free, time-saving, and money-saving" initiative and a crucial step in implementing the "insurance + health care" synergistic model in the healthcare service sector. Mr. Li Dou, Chairman and CEO of the Company, stated, "Looking ahead, we will seize policy opportunities, adhere to the essence of medicine, and remain guided by the customer needs-oriented approach. We strive to become the most professional 'family doctor and senior care concierge' for our vast customer base, doing everything possible to be 'worry-free, time-saving, and money-saving', and providing long-term, sustainable value for our shareholders and society."
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SOURCE Ping An Healthcare and Technology Company Limited
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