On November 8, 2025, reports indicated that Ant Group has elevated its healthcare division to a core business segment, signaling a significant strategic push into AI-driven medical services. This move intensifies competition for Baidu in China's burgeoning digital health market, where Baidu is also a key player investing heavily in AI applications. While there was no direct announcement from Baidu, Ant Group's reorganization highlights the increasing strategic importance of the AI health sector. Baidu, along with Tencent, is now faced with a more focused and powerful competitor in Ant's new Health Business Group. This development is likely to shape the competitive dynamics and strategic investments in the industry moving forward. There was no information available regarding any immediate market reaction to this development for Baidu's stock.