According to the Zhitong Finance App, Ping An Good Doctor (01833) announced the results for the nine months ended September 30, 2026. The group obtained revenue of RMB 3,508 million, a decrease of 5.8%; net profit of RMB 248 million, an increase of 35%; and adjusted net profit of RMB 258 million, an increase of 19.5% over the previous year.
In terms of commercial insurance collaboration business, the company focuses on refining the membership service system that is iterative and deeply integrated with insurance products to enhance the differentiated competitiveness of insurance products; and to help acquire customers through rich health service benefits. In terms of corporate health management business, the company accelerates the expansion of corporate customers, while strengthening the transformation of online/offline operations by enriching products and improving service quality as the core gripper. By the end of the reporting period, the company had served more than 8,100 paying enterprise customers in the past 12 months, an increase of nearly 60% over the previous year; at the same time, the corporate health management business GMV continued to grow.
The company continues to consolidate the “four to” service system, further expand the service network, improve service quality, and actively introduce third-party service providers to enrich the supply of services and products. On the “online” side, during the reporting period, the number of users of AI doctors continued to grow, with nearly 13 million; in terms of “arriving at the hospital”, it continued to promote safe health care services through direct connections for scenarios such as offline drug purchases, etc.; in the “home” aspect, the company focused on medical treatment, health care, safety, and care scenarios, and continued to deepen capacity building for home care services. By the end of the reporting period, there were more than 320,000 customers qualified for home care services; in the “home” aspect, the company continued to focus on medical treatment, health care, safety, and care scenarios. Upgrade comprehensive solutions for corporate infirmaries, accurate Match the health management needs of enterprises.
During the reporting period, the company continued to deepen AI capacity building and application implementation, and built differentiated advantages through “AI+ real doctors” to provide users with professional and warm services. The company further upgraded the AI multidisciplinary diagnosis (MDT) support platform. By the end of the reporting period, it had covered four major disease categories, and the accuracy rate of the multidisciplinary diagnosis and treatment plan for complex diseases was about 90%. In the future, the company will accelerate the deep application of AI in more scenarios such as professional medical services and medical insurance collaborative product innovation.