异动解读 | 水滴公司盘前大涨5.35%,Q3财报显示AI驱动收入利润双增长

异动解读
Dec 03, 2025

水滴公司(WDH)今日盘前股价大涨5.35%,市场反应积极。

消息面上,水滴公司公布了2025年第三季度未经审计的财务业绩。财报显示,公司净营业收入达9.75亿元,同比增长38.4%;归母净利润1.58亿元,同比增长60.1%,连续15个季度实现盈利。保险相关收入同比增长44.8%,AI技术在保险全链条的应用显著提升了业务效率,如AI核保专家“KEYI.AI”实现秒级响应,AI客服“保小慧”单月服务量超60万次。

此外,水滴公司持续创新产品线,推出“全家福”健康保障险等新服务,数字化临床试验业务也实现31.3%的收入增长。公司创始人沈鹏强调,AI技术是业务增长的核心驱动力,未来将深化AI与业务的融合,推动长期价值实现。

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