JD HEALTH (06618) earnings call: Core drug growth rate and scale lead the industry, confident in further expanding market share.

On August 13, JD HEALTH (06618) announced its mid-year performance report for 2026. In the first half of 2026, JD HEALTH's total revenue was 40.9 billion yuan, an increase of 15.9% year-on-year; the operating profit under Non-IFRS standards was 3.5 billion yuan, a year-on-year increase of 40.3%. In the post-earnings conference call, JD HEALTH's management stated that the company's core pharmaceuticals are leading the industry in growth and scale, and they are confident in further expanding their market share. The management revealed that in the first half of the year, the company focused on high-growth sectors such as chronic disease metabolism, dermatology, oncology, and women's health, launching a total of 65 new drugs and collaborating with over 200 pharmaceutical companies in digital marketing. In terms of AI empowerment, the AI doctor "Dahui" served nearly four times as many users during the 618 shopping festival compared to the previous year. AI technology is being rapidly applied to health consulting, medication guidance, and chronic disease management services, establishing a longer-term and closer health management relationship with users. The management stated that JD HEALTH will continue to strengthen its supply chain barriers, expand its leading advantages, and promote long-term sustainable growth.