JD Health (06618) performance conference call: Leading the growth rate and scale of core drugs, the industry is confident to further expand its market share

The Zhitong Finance App learned that on August 13, JD Health (06618) announced the 2026 interim results. In the first half of 2026, JD Health's total revenue was RMB 40.9 billion, up 15.9% year on year; operating profit under non-IFRS indicators (non-IFRS) was RMB 3.5 billion, up 40.3% year on year.

At the post-performance conference call, JD Health management said that the company's core pharmaceuticals lead the industry in growth rate and scale, and are confident of further expanding its market share. Management revealed that in the first half of the year, the company focused on high-growth tracks such as chronic metabolism, dermatology, oncology, and women's health. A total of 65 new drugs were launched, and cooperation was reached with over 200 pharmaceutical companies in digital marketing. In terms of AI empowerment, the number of AI Doctor “Dawei” service users nearly quadrupled year-on-year during the 618 period. AI technology is being applied at an accelerated pace to service scenarios such as health consultation, medication guidance, and chronic disease management to establish a longer-term and closer health management relationship with users. Management said that JD Health will continue to strengthen supply chain barriers, expand its leading edge, and promote long-term sustainable growth.