Ping An Healthcare and Technology Company Limited (stock abbreviation: Ping An Good Doctor, 01833) released its performance report for the first three quarters of 2026 on October 22.
During the period, the company recorded total revenue of 3.508 billion yuan and net profit of 248 million yuan, representing a year-on-year increase of 35%.
Core businesses remained solid, and innovative services continued to broaden the value boundary of medical-insurance synergy.
In terms of commercial insurance synergy business, the company focused on refining and iterating its membership service system deeply integrated with insurance products, helping to enhance the differentiated competitiveness of insurance products, and through rich medical and health service benefits, assisted insurance scenario-based marketing and customer acquisition.
During the period, leveraging its solid medical service capabilities, the company continued to promote the medical-insurance synergy model toward deep implementation in specialized diseases.
On the occasion of the 33rd World Alzheimer's Day, the company partnered with Ping An Life to launch a "Brain Health Service," focusing on Alzheimer's disease and providing a full-cycle health management solution covering "screening, treatment, rehabilitation, care, and payment."
It is reported that this solution will gradually extend to the entire brain health field, including stroke, Parkinson's disease, and depression in the future.
In terms of corporate health management business, employee health investment is becoming part of human resource management in more and more enterprises, and the corresponding demand for health management services continues to be released.
During the period, the company accelerated corporate customer expansion while focusing on enriching products and improving service quality as core levers to strengthen online and offline operation conversion.
As of the end of the reporting period, the company served more than 8,100 paid corporate customers in the past 12 months, a year-on-year increase of nearly 60%; meanwhile, the GMV of corporate health management business continued to grow.
The company is continuously broadening the commercial value boundary of corporate health services with more refined and professional medical and health empowerment.
At the same time, the company continued to consolidate its "four-reaching" service system, further expanding its service network, improving service quality, and actively introducing third-party service providers to enrich service and product supply.
During the period, the company significantly upgraded the "Ping An Health Longevity Management Service System," jointly established a Longevity Management Ecological Alliance with the first batch of more than 40 industry benchmark enterprises, and unveiled 11 Ping An Health Longevity Centers nationwide.
Based on 11 self-operated medical institutions nationwide and deeply collaborating with franchised institutions, the company is building a nationwide longevity medical service network with broader coverage and deeper reach.
AI capabilities extended to diverse scenarios and populations, and the differentiated implementation system received international authoritative recognition.
During the period, the company continued to deepen AI capability building and application implementation, building differentiated advantages through a "human + machine + ecosystem" closed loop, and steadily improving the quality and efficiency of professional medical services.
During the period, the number of AI doctor users continued to grow to nearly 13 million.
In serious medical scenarios, the company further upgraded its AI complex disease multidisciplinary consultation (MDT) assistance platform.
As of the end of the reporting period, it had covered four major categories of diseases, with an accuracy rate of approximately 90% for complex disease multidisciplinary consultation treatment plans.
The continuous expansion of disease categories reflects the gradual deepening of AI capability application in complex disease diagnosis and treatment.
In proactive health management scenarios, the company launched during the period a digital-intelligent health management service under the "AI + real person" model called "Ping An Smart Private Coaching," building a full-process sports and health management closed loop around "assessment-training-consolidation," and creating a dual-mentor companionship mechanism featuring exclusive fitness private coaches and AI intelligent coaches.
At the same time, the application boundary of AI capabilities continued to extend to diverse populations and cross-border scenarios.
In September, the company's "Ping An Cross-border Health" appeared at the Shenzhen Science and Technology Innovation Exhibition, providing one-stop medical and health services for foreign visitors to China based on AI multilingual translation and online-offline closed-loop services, alleviating difficulties in language, procedures, and service connection for foreigners seeking medical treatment in China.
Currently, this service has been opened in the Shenzhen area.
During the period, the company's AI medical implementation system received recognition from an internationally authoritative research institution.
Frost & Sullivan, a globally renowned consulting firm, released the "2026 Global AI Healthcare Industry Development Blue Paper," and the company was successfully selected as a key case due to its mature AI medical implementation system, innovative "AI + real doctor" service model, and full-scenario service ecosystem.
The blue paper pointed out that the company has upgraded from an online medical service platform to an AI-driven medical and health service ecosystem platform, building differentiated advantages through the "AI + real doctor" dual-engine model, and constructing a "human + machine + ecosystem" closed loop to promote deep integration of AI technology and medical scenarios.
In the future, the company will accelerate the deep application of AI in more scenarios such as professional medical services and medical-insurance synergy product innovation, continuously empowering medical and health services and the elderly care ecosystem with technology, while continuously improving the "four-reaching" service network, enhancing corporate customer expansion and service capabilities, providing users with professional, comprehensive, and high-quality one-stop medical, health, and elderly care solutions, and helping build a multi-level health service system.
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