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医渡科技2026财年中期业绩:经调整EBITDA翻倍,新增订单激增,会计报表几近盈亏平衡,大模型规模落地“多点开花”
Jing Ji Guan Cha Wang· 2025-11-27 07:02
Core Insights - Yidu Technology reported a total revenue of RMB 358 million for the first half of the 2026 fiscal year, representing an 8.7% year-on-year growth, with adjusted EBITDA doubling to approximately RMB 54 million [1] - The company has seen significant growth in its core business segments, with new order amounts in the big data platform and solutions segment increasing by 19.7% and the life sciences solutions segment by 61.1% [1] - The management highlighted advancements in AI technology, with applications in over 30 top-tier hospitals and a significant increase in the accuracy of its TNM staging assessment tool [1][2] Business Segment Performance - The big data platform and solutions segment generated revenue of RMB 153 million, a 14.6% increase year-on-year, providing solutions to 127 top hospitals and 44 regulatory bodies [3] - The life sciences solutions segment achieved revenue of RMB 138 million, supporting the accelerated approval of several innovative drugs and gaining recognition in real-world research [4] - The health management platform and solutions segment reported revenue of RMB 66.67 million, a 30.3% increase, with significant participation in public health insurance projects and a notable rise in active users [5] Technological Advancements - YiduCore, the company's core algorithm engine, processed over 1.3 billion patient visits and nearly 7 billion authorized medical records, covering over 10,000 hospitals [1] - The company has successfully reduced the incidence of "hallucinations" in AI models to below 1% and improved the accuracy of its TNM staging assessment tool significantly [2] - Yidu Technology received industry recognition at the CHIP 2025 conference, winning awards for its advancements in medical NLP [2]
一图看懂 | 医渡科技(02158)2026财年中期业绩:盈利能力大幅攀升
智通财经网· 2025-11-27 06:59
Core Insights - The core viewpoint of the article highlights the robust growth and operational efficiency of the AI healthcare company, Yidu Tech (医渡科技), as it reported an 8.7% year-on-year increase in total revenue to RMB 358 million for the first half of the 2026 fiscal year, with a significant improvement in profitability and operational metrics [1][4]. Financial Performance - Total revenue reached RMB 358 million, reflecting an 8.7% year-on-year growth [4]. - Adjusted EBITDA for existing business doubled compared to the same period last year, amounting to approximately RMB 54 million [1][6]. - The company’s financial statements are nearing breakeven, ahead of management's previous expectations by one year [1][8]. Business Growth - The company experienced strong growth momentum, with new order amounts in core segments showing substantial increases: - New orders in the big data platform and solutions segment grew by 19.7% year-on-year [1][7]. - New orders in the life sciences solutions segment surged by 61.1% year-on-year [1][7]. Technological Advancements - The company’s large model technology has entered a new phase characterized by widespread application and scalability, evidenced by: - Deep integration in over 30 top-tier hospitals, with the AI Copilot being utilized nearly 1,000 times daily in single hospitals [1]. - Significant improvements in the accuracy of specialized assessments, such as the TNM staging evaluation [1]. - The development of digital avatars for doctors to extend expert clinical experience to a broader patient base [1]. Market Positioning - The company has established a strong presence in the healthcare AI sector, with over 10 years of experience in multidimensional quantifiable knowledge graph accumulation and advanced large language model technology [12]. - The AI solutions are applied across research, diagnosis, and public health, enhancing operational efficiency and patient care [12][17].
医渡科技中期收入同比增长8.7%
作为集团的核心算法引擎,YiduCore在报告期内持续推进医疗垂直领域大语言模型的研发与训练,基于 超过5000亿高质量Token语料开展训练,处理分析了超13亿患者人次的近70亿份经授权医疗记录,构建 了覆盖逾98个专病的数据集体系。 医渡科技公布截至2025年9月30日止六个月的中期业绩,公司收入同比增长8.7%,达到3.581亿元人民 币。其中,大数据平台和解决方案收入同比增长14.6%,健康管理平台和解决方案收入同比增长 30.3%。 ...
医渡科技2026财年中期业绩:AI应用加速,几近盈亏平衡
Jing Ji Guan Cha Wang· 2025-11-27 04:50
Core Insights - Yidu Technology (2158.HK) reported a total revenue of RMB 358.1 million for the six months ending September 30, 2025, representing an 8.7% year-on-year growth, with losses significantly narrowing by 72%, nearing breakeven [1] - The revenue growth was primarily driven by favorable policies that stimulated market demand, leading to a substantial increase in order volume [1] - The company effectively controlled operating costs through continuous optimization of internal operations and enhanced collaboration across business segments, improving resource utilization efficiency [1] - Cash outflow from operating activities decreased by 56% year-on-year, maintaining a robust cash reserve to seize future market opportunities and achieve high-quality growth [1] - Yidu Technology's AI technology made significant advancements, with its "AI Medical Brain" YiduCore processing and analyzing over 1.3 billion patient visits and nearly 7 billion authorized medical records, covering all known diseases in its disease knowledge graph and expanding its specialized disease database to 98 categories [1] Business Operations - Yidu Technology's large model innovation has been fully implemented across the "medical, pharmaceutical, insurance, and patient" scenarios [2] - The company has served 127 well-known hospitals, covering over 10,000 hospitals, with the "Doctor Copilot" being called nearly 1,000 times daily in a single hospital, reaching approximately 70% of healthcare personnel [2] - Collaborations with leading experts in fields such as cervical cancer, weight loss, and liver cancer have led to the development of a "digital twin" for doctors, enhancing patient service and refined management [2]
医渡科技中期营收增8.7% 几近盈亏平衡
人民财讯11月27日电,医渡科技11月27日午间发布2026财年中期业绩公告,公司订单规模显著增长,期 内总收入达到人民币3.58亿元,较去年同期增长8.7%,期间亏损同比锐减72%,几近实现盈亏平衡。 ...
医渡科技(02158)2026财年中期业绩出炉,营收3.58亿元同比增8.7%
智通财经网· 2025-11-27 04:42
从业务板块看,大数据平台和解决方案(AI for Medical)板块表现稳健,收入达人民币1.53亿元,同比 增长14.6%。该板块客户覆盖持续扩大,已服务于127家中国知名医院及44个监管机构和政策制定者。 生命科学解决方案(AI for Life Science)板块收入达1.38亿元,公司在该领域保持着高客户黏性,在头 部20家跨国药企中,客户覆盖率达17家,报告期内支持了多个具有重大临床价值的项目。受行业政策利 好的影响,健康管理平台和解决方案(AI for Care)板块收入同比激增30.3%至人民币6667万元,报告 期内,医渡科技连续三年主运营的"深圳惠民保"参保人数再创新高,突破615万人。 分析认为,医渡科技本财年上半年在营收稳步增长的同时,亏损大幅收窄、现金流显著改善,印证了其 战略聚焦与精细化运营的成效。在AI医疗行业从技术构建迈向体系化赋能的新周期中,其充裕的现金 储备和全链路生态布局,为其持续创新并最终实现可持续盈利提供了关键支撑。 在全球医疗人工智能产业进入规模化落地的关键阶段,AI医疗企业医渡科技(02158)交出了一份彰显 业务韧性与盈利质量提升的半年成绩单。根据其11月27 ...
医渡科技中期毛利同比增长14.2%至1.34亿元 服务 17 家头部跨国药企 惠民保参保人数破615万
Zhi Tong Cai Jing· 2025-11-27 04:37
医渡科技(02158)公布截至2025年9月30日止六个月的中期业绩,收入约3.58亿元,同比增长8.7%;毛利约 1.34亿元,同比增长14.2%;期间亏损1576万元,同比收窄72%。 其中,大数据平台和解决方案板块实现收入1.53亿元,同比增加14.6%,主要受益于政策推动所带来的 业务机会扩大。健康管理平台和解决方案板块的收入为6660万元,同比增加30.3%,主要由于产品组合 发生变化。 报告期内,该集团向127家中国顶级医院以及44个监管机构和政策制定者提供了解决方案,累计覆盖超 过10,000家医院。集团以"数据要素×AI技术"双轮驱动,持续夯实数据智能基座并加速智能应用规模 化。大模型技术助力多家医院实现数据治理与科研平台升级,临床科研在肿瘤、呼吸、中医等多学科深 化拓展,医生Copilot产品矩阵实现诊疗全流程覆盖,单院使用超5万次,AI中台更支撑多个医院及医美 场景创新应用落地。报告期内集团服务的生命科学客户数量达到88家。头部20家跨国药企中,有17家是 我们的客户。在儿童罕见病、细胞治疗等前沿领域取得重要突破,并且成功支持多个首创药物加速获批 上市。健康管理平台和解决方案板块,集团在核 ...
医渡科技2026财年中期业绩出炉,营收3.58亿元同比增8.7%
Zhi Tong Cai Jing· 2025-11-27 04:37
Core Viewpoint - The AI medical company Yidu Tech (02158) has demonstrated business resilience and improved profitability in its interim results for the fiscal year 2026, with significant revenue growth and a substantial reduction in losses [1][2] Financial Performance - Total revenue reached RMB 358 million, representing an 8.7% increase compared to the same period last year [1] - Losses decreased sharply by 72%, nearing breakeven [1] Business Segments - The AI for Medical segment generated revenue of RMB 153 million, a year-on-year increase of 14.6%, with a customer base expanding to 127 well-known hospitals and 44 regulatory bodies [1] - The AI for Life Science segment reported revenue of RMB 138 million, maintaining high customer loyalty with a coverage rate of 17 out of the top 20 multinational pharmaceutical companies [1] - The AI for Care segment saw a revenue surge of 30.3% to RMB 66.67 million, with the "Shenzhen Huimin Insurance" program reaching over 6.15 million insured individuals [1] Strategic Focus - The company’s strategic focus and refined operations have led to steady revenue growth, significant loss reduction, and improved cash flow [2] - The ample cash reserves and comprehensive ecosystem layout support ongoing innovation and the pursuit of sustainable profitability in the evolving AI medical industry [2]
医渡科技(02158)中期毛利同比增长14.2%至1.34亿元 服务 17 家头部跨国药企 惠民保参保人数破615万
智通财经网· 2025-11-27 04:35
智通财经APP讯,医渡科技(02158)公布截至2025年9月30日止六个月的中期业绩,收入约3.58亿元,同 比增长8.7%;毛利约1.34亿元,同比增长14.2%;期间亏损1576万元,同比收窄72%。 作为集团的核心算法引擎,YiduCore在报告期内持续推进医疗垂直领域大语言模型的研发与训练,基于 超过5000亿高质量Token语料开展训练,处理分析了超13亿患者人次的近70亿份经授权医疗记录,构建 了覆盖逾98个专病的数据集体系。集团的模型不仅在第十一届中国健康信息处理大会(CHIP 2025)获 得"医学NLP代码自动生成测评"冠军及"最佳论文奖",也在2025年"数据要素×"大赛江西分赛中荣获医 疗健康赛道一等奖。作为北京市医疗领域国家人工智能应用中试基地的重要生态伙伴,YiduCore通 过"一底座多应用"模式,在医疗、製药、健康保险等领域实现规模化部署,全面落地"医 — 药 — 险 — 患"全场景解决方案。 报告期内,该集团向127家中国顶级医院以及44个监管机构和政策制定者提供了解决方案,累计覆盖超 过10,000家医院。集团以"数据要素×AI技术"双轮驱动,持续夯实数据智能基座并加速智能 ...
医渡科技(02158.HK)中期业绩:大数据平台和解决方案收入保持平稳增长
Xin Lang Cai Jing· 2025-11-27 04:28
报告期内,公司向127家中国顶级医院以及44个监管机构和政策制定者提供了解决方案,累计覆盖超过 10,000家医院。公司以「数据要素×AI技术」双轮驱动,持续夯实数据智能基座并加速智能应用规模 化。大模型技术助力多家医院实现数据治理与科研平台升级,临床科研在肿瘤、呼吸、中医等多学科深 化拓展,医生Copilot产品矩阵实现诊疗全流程覆盖,单院使用超5万次,AI中台更支撑多个医院及医美 场景创新应用落地。报告期内公司服务的生命科学客户数量达到88家。头部20家跨国药企中,有17家是 公司的客户。在儿童罕见病、细胞治疗等前沿领域取得重要突破,并且成功支持多个首创药物加速获批 上市。健康管理平台和解决方案板块,公司在核心城市保持优势地位,已连续三年作为「深圳惠民保」 及连续五年作为「北京惠民保」的主运营平台,其中「深圳惠民保」在报告期内承保量再创新高,参保 人数突破615万,三年累计服务超1,800万人次,品牌忠诚度不断提升,在健康管理平台上至少完成一笔 交易的活跃用户数超过22百万名。 来源:格隆汇APP 作为集团的核心算法引擎,YiduCore在报告期内持续推进医疗垂直领域大语言模型的研发与训练,基于 超过50 ...