Recently, PA Gooddoctor announced a management restructuring. Guo Xiaotao, Executive Director and Co-CEO of Ping An Group, will also serve as the Chairman of the Board, while He Mingke has been appointed as the new CEO. This combination of strategic vision from the group and innovative industry experience is expected to drive new growth in PA Gooddoctor's medical and insurance synergy strategy, as well as its core business in enterprise health management.
The strategic advantage is upgraded: Policy and ecosystem driving the medical-insurance closed loop. Since 2024, the government has introduced several policy documents supporting the synergistic development of medical and insurance, creating a favorable environment for the deep integration of commercial health insurance and medical services. In line with these favorable policies, PA Gooddoctor has proactively responded by deepening its medical-insurance synergy strategy.
As the flagship of Ping An Group’s healthcare and retirement ecosystem, PA Gooddoctor has established a unique competitive edge through the mutual empowerment of the group's comprehensive financial services. Centered on service, PA Gooddoctor acts as a payment representative, integrating suppliers and seamlessly combining differentiated healthcare and retirement services with financial services. This synergy with Ping An Group's financial services aims to create a professional, comprehensive, high-quality, one-stop platform for medical and insurance collaboration.
Currently, PA Gooddoctor has accelerated its “medical and insurance synergy” model through services like “Insurance + Health” and “Insurance + Home Care”. In the first half of 2025, the company upgraded its service in cooperation with Ping An Life by launching “An You Hu” health service plan, covering the full process of major illness treatment, showcasing the practical results of medical-insurance synergy.
Public data indicates that the “medical-insurance synergy” model has also helped the group further attract and retain customers. According to Ping An Group's interim report, as of the end of June 2025, clients with access to Ping An Group's healthcare and retirement ecosystem had 1.5 times more contracts and 4.1 times more AUM compared to those without such access.
The appointment of Guo Xiaotao is set to reinforce this strategic direction. Guo joined Ping An Group and its subsidiaries in 2019, previously served as a special assistant to the Chairman and Executive Vice President of Ping An Property & Casualty Insurance, and has been a non-executive director of PA Gooddoctor since March 2024. With a deep understanding of the group's operations, Guo is expected to enhance the integration of resources between PA Gooddoctor and the group, reinforcing the synergy with comprehensive financial services, and achieve in-depth integration between healthcare and insurance in terms of customer resources, data sharing, and service processes, providing customers with more convenient, efficient, and personalized medical-insurance synergy services.
Rapid growth in enterprise health management business, He Mingke may bring new B-end attempts. The enterprise health management business has continuously been a significant growth engine for PA Gooddoctor in the B-end market. With the deeper implementation of the "Healthy China" strategy and increasing corporate health awareness, PA Gooddoctor has upgraded this business from a "soft benefit" to a "core competitiveness" for enterprises, offering proactive medical health management services covering prevention, diagnosis, treatment, and rehabilitation through an integrated payment and service platform. As of June 2025, PA Gooddoctor has served over 3,500 enterprises, with B-end paying users exceeding 3.6 million, representing a year-on-year growth of 39.2%.
The arrival of new CEO He Mingke may signify a new perspective and endeavors for PA Gooddoctor in the B-end business. Public information indicates that during his tenure at Baidu's Health Group, He laid out numerous B-to-B initiatives and possesses rich experience in B-end business. His appointment may enable PA Gooddoctor to further expand its B-end market, enhance service quality and efficiency, bringing a fresh development perspective to enterprise health management.
At the same time, leveraging Ping An Group's resources and the closed-loop capability of medical and insurance synergy, PA Gooddoctor can offer more comprehensive combined financial and healthcare services to corporate clients, meeting diverse needs for health protection, medical services, and financial insurance, thus driving explosive growth in the enterprise health management business.
The market generally believes that the management renewal at PA Gooddoctor is not merely a personnel change, but a systemic arrangement to deepen strategy and enhance execution efficiency during a crucial development phase. Under the leadership of the new team, PA Gooddoctor is expected to fully leverage its medical-insurance synergy advantages, tap into opportunities in the enterprise health management market, and inject certainty into its next stage of sustainable development.