Ant invests 20 trillion yuan in healthcare track: accelerating the transformation of healthcare business into Ant’s strategic pillar sector

Ant invests 20 trillion yuan in healthcare track: accelerating the transformation of healthcare business into Ant’s strategic pillar sector

On November 7th, Ant Group CEO Han Xinyi released a staff letter and announced the upgrade of the organizational structure: the original “Digital Healthcare Business Unit” was officially upgraded to the “Health Business Group”, and will accelerate the promotion of healthcare business as a strategic pillar of Ant Group.

This is the most critical organizational structure upgrade for Ant Group in recent years. After this adjustment, the newly established health business group, Alipay business group, digital payment business group, wealth insurance business group and credit business group together constitute the five core business segments of Ant.

This re-entry into the big health track marks Ant’s exploration of a new growth curve. At this point, Ant has also completed its AI strategic layout in three key areas: life services, financial services, and health services.

In fact, ants have been laying out their health industry for a long time. In 2014, China’s first online registration and payment was made. In 2019, China launched its first electronic medical insurance code. In 2024, it acquired the largest online consultation platform in China, Haodafu Online. In the same year, AI Health Manager AQ was put into trial operation. At present, medical insurance payment services, digital medical services, and AI medical health services constitute the three core businesses of Ant Health.

Elevating the healthcare sector to a strategic level is also an active choice for Ant Group to explore new growth curves.

Analysts believe that Ant’s recent architecture adjustment is an industry epitome of AI technology moving from the laboratory to the deep waters of the industry. For a long time, the medical and health field has been filled with social pain points such as resource mismatch, cumbersome processes, and lack of prevention. The explosion of AI technology has made it possible to develop large-scale, personalized, and efficient solutions. And this is precisely the strength of ants.

Firstly, at the application level, since the launch of its independent app in June, the user base of its “AI Health Manager AQ” has been rapidly growing, becoming the first industry AI professional level application in China to break through 10 million monthly active users, verifying the market acceptance of “AI+health management”.

Secondly, at the model level, the Ant Medical big model has received high praise in multiple domestic and international medical evaluations such as Health Bench and MedBench. Moreover, in professional fields such as medical vision and report analysis, Ant’s AI technology has also broken industry benchmarks. This means that Ant’s AI has the necessary ability to delve into core medical scenarios.

If AI is the “engine” driving ants, the space and urgent social needs of China’s big health market are the “stars and sea” that ants aim for.

Industry research shows that the size of China’s big health market is expected to exceed 20 trillion yuan by 2025. This is a track with enormous potential. Secondly, there is an urgent social demand, and China’s aging trend is giving rise to a huge demand for chronic disease management and healthy elderly care. Ant’s return to the game at this time is a choice for technology companies to respond to the changing times and actively solve social problems.

Obviously, ants are well prepared to enter this new 20 trillion yuan race track.

Subsequently, in order to ensure the stability of this strategic pillar, Ant Group has also carefully considered personnel appointments. The newly established health business group is led by Zhang Junjie (flower name Weihe) as the president. It is understood that he is a veteran who joined Ant in 2014 and one of the first employees of Alipay’s medical business. He once participated in leading online registration payment, electronic medical insurance code, health butler AQ and other core businesses.

The following is the full text of the letter to all employees:

Dear Ant Students

Two new developments are being synchronized with everyone: since the launch of the independent app in June, the user base of AI Health Manager AQ is rapidly growing, becoming the first industry AI professional level application in China to exceed 10 million monthly active users, and rising to the 7th place on the Chinese AI native application list; The Ant Medical big model has reached industry-leading levels in multiple authoritative medical evaluations at home and abroad, such as HealthBench and MedBench, and has also broken industry benchmarks in fields such as medical vision and report analysis.

In the era of AI, Ant focuses on applications and anchors three major service industries: lifestyle services, financial services, and healthcare services. In order to accelerate Ant’s development in the medical and health field and make it a strategic pillar of Ant as soon as possible, on behalf of the company’s management, I announce the following organizational decision and appointment: effective immediately, the “Ant Digital Medical and Health Business Unit” will be upgraded to the “Ant Health Business Group”, and Zhang Junjie (Weihe) will be appointed as the President of the Business Group and report to me.

Over the past 11 years, from the first mobile registration and payment to serving over 800 million users with medical insurance codes, Ant has always adhered to its original intention of using technology to solve social problems.

Looking towards the future, AI provides a critical path for solving social healthcare pain points, and we will also be determined in our direction and do our best.

Ant Group CEO Han Xinyi

November 7, 2025

 
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