Meinian Health's net profit in the first three quarters of 2026 increased by 85.90% year-on-year, accelerating the "AI + health management" layout

On the evening of October 30, Meinian Health (002044.SZ) released its third-quarter report for 2026. The financial report shows that in the first three quarters, the company achieved a net profit attributable to shareholders of the listed company of 96.4056 million yuan, an increase of 85.90% over the same period last year; among this, third-quarter net profit exceeded 278 million yuan, an increase of 2.04% over the same period last year. Among the company's main revenue in the first three quarters, revenue obtained through the combination of AI technical means was approximately 420 million yuan, an increase of 67.98% over the same period last year, mainly including revenue from projects such as cardiopulmonary combined screening, CT bone density analysis, capsule gastroscopy, AI-MDT reports, pancreatic tumor risk assessment, Feijiening, and Naolingguang.

"The company actively promotes full-customer-journey management and signing-to-examination conversion, steadily advances the signing and examination of high-quality customers such as government and enterprise clients, banks, and insurers, urges increases in the proportion of nationwide customer signings and examination arrival share, and continues to promote the conversion of 'group examinations attracting traffic in the public domain, individual examinations accumulating in the private domain.'" Meinian Health stated that the company continues to promote the deep application of digitalization and AI technology in the field of health management, and based on store traffic, expands traditional Chinese medicine health management and oral health management centers within branch clinics. It is understood that as of the end of September this year, more than 200 branch clinics had launched intelligent traditional Chinese medicine physical examinations or traditional Chinese medicine constitution identification services and provided corresponding sub-health and preventive treatment adjustment services, and more than 150 branch clinics had officially launched oral diagnosis and treatment business.

Meinian Health stated that, on the basis of certain progress achieved in improving quality, increasing efficiency, and reducing costs in the first half of the year, it will continue to rely on the differentiated product strength of "specialized, refined, distinctive, and innovative" offerings, digital tools, and AI empowerment, continue to focus on specialized physical examinations and post-examination health management, continuously improve operational efficiency, continuously promote high-quality development of the company's operations, and welcome the peak season of the physical examination industry in the fourth quarter.

A research report by China Securities Co., Ltd. pointed out that Meinian Health firmly implements the "All in AI" strategy, and the effectiveness of AI empowerment has initially emerged. It not only improves operational efficiency and service quality through AI, but also, through cooperation with platforms such as Ant Health, expands new growth curves in the field of personal health management, and is upgrading from a physical examination delivery-oriented institution to an intelligent, platform-based enterprise. "The company's operations have entered the peak season, and performance is recovering quarter by quarter." A research report by Southwest Securities believes that Meinian Health, relying on its nationwide chain network, accumulated health examination data, and AI product matrix, continues to promote the upgrade from single physical examinations to full-cycle health management.