股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 訊飛醫療科技股份有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | | 於香港聯交所上市 (註1) | | 否 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 非上市股份 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | | 法定/註冊股本 | | | 上月底結存 | | | 43,581,121 | RMB | | | 1 RMB | | | 43,581,121 | | 增加 / 減少 (-) | | | | | | | RMB | | | | | 本月底結存 | | | 43,581,121 | RMB | | | 1 RMB | | | 43,5 ...

Core Viewpoint - The company, iFlytek Medical, aims to demonstrate its investment value through its performance, despite the overall market uptrend in the Hang Seng Index and popular concept stocks [1]. Financial Performance - For the first half of 2025, iFlytek Medical reported a revenue of 299 million yuan, representing a year-on-year growth of 30%, continuing a compound annual growth rate of 24.7% from 2022 to 2024 [1]. - The company's gross margin remained stable at a high level of 51.5%, while the net loss rate significantly narrowed to 22%, improving by 15.5% year-on-year [1][3]. Business Segments - Government segment revenue reached 140 million yuan, up 87% year-on-year, accounting for 47.4% of total revenue, with grassroots solutions growing by 52% and regional solutions by 178% [3]. - The combined revenue from hospitals and patients was 156 million yuan, a year-on-year increase of 3.7%, making up 52.6% of total revenue [3]. Product Matrix and Market Position - iFlytek Medical has developed a diversified product matrix for GBC (Government, Business, Consumer) scenarios, with AI medical products leading the industry and achieving large-scale applications [4][5]. - The core product "Smart Medical Assistant" has been implemented in over 75,000 grassroots institutions across 697 districts and counties, completing over 1.01 billion AI-assisted diagnoses [4]. R&D and Technological Advancements - The company launched the "X1 Medical Model" in March, which outperformed competitors like GPT-4o in various medical tasks, and further upgraded it in July to maintain industry leadership [6]. - iFlytek Medical's R&D investment reached 134 million yuan in the first half of 2025, accounting for 45% of its revenue, contributing to its technological edge [7]. Market Outlook and Investment Potential - The AI medical market in China is projected to grow at a compound annual growth rate of 33.8% from 2019 to 2023, potentially reaching 315.7 billion yuan by 2033 [7]. - The company is positioned to benefit from both high industry growth and supportive policies, with significant interest from institutional investors and a rising stock price [8].

在恒指继续上冲，热门概念股普遍上涨的背景下，"医疗大模型第一股"讯飞医疗（02506）却要用业绩来证明其投资价值。 智通财经APP了解到，近日讯飞医疗（02506）发布2025年上半年财报，收入继续保持高增长水平，期间营业收入2.99亿元，同比增长30%，延续了2022- 2024年复合增速24.7%的高增长态势。这主要得益于该公司的研发驱动，研发成果化以及GBC三端应用场景协同发力，多元驱动收入不断创新高。 另外，该公司的盈利能力显著改善，一方面毛利率保持稳定，期间稳居51.5%高位，另一方面运营效率持续优化，销售与管理费用率下降7.5个百分点，净亏 损率显著收窄至22%，同比改善15.5个百分点。 实际上，讯飞医疗围绕"每个医生的AI诊疗助理，每个人的AI健康助手"，基于业内领先的人工智能技术和深度的行业认知，打造了用AI赋能政府（G）、医 院（B）、患者（C）的AI诊疗助理产品族和AI健康助手产品族，并形成了GBC三大场景驱动的多元模式。 2025年上半年，政府端业绩表现抢眼，收入1.4亿元，同比增长87%，占比收入47.4%。其中基层解决方案收入同比增长52%，区域解决方案增长178%。医院 及患者端 ...

Core Insights - The company reported a revenue of 299 million yuan for the first half of 2025, representing a year-on-year growth of 30.26% [1] - Gross profit reached 154 million yuan, with a year-on-year increase of 26.96% [1] - Despite ongoing losses, the net loss attributable to the parent company decreased to 74.09 million yuan, a reduction of 42.86% year-on-year [1] Business Segments - Government Segment: Revenue from grassroots solutions grew by 52.3% to 83.81 million yuan, with the core product "Smart Medical Assistant" covering 697 districts and counties and over 75,000 grassroots institutions, completing over 1.01 billion AI-assisted diagnostic suggestions [2] - Regional Solutions: Revenue surged by 178.1% to 57.63 million yuan, with AI infectious disease prevention solutions applied in multiple provinces [2] - Hospital Segment: Revenue from hospital solutions reached 52.86 million yuan, a decrease of 10% year-on-year, with the deployment of the company's large medical model in over 20 leading hospitals [2] - Consumer Segment: Patient management service revenue was 104 million yuan, up 10.1%, with the AI health assistant "Xunfei Xiaoyi" achieving over 24 million downloads and completing 140 million AI consultations [2]

Core Viewpoint - The company reported a significant increase in revenue and gross profit for the first half of 2025, driven by advancements in AI healthcare technology and supportive national policies [1]. Financial Performance - The company achieved an operating income of 299 million yuan, representing a year-on-year growth of 30.26% [1]. - The gross profit reached 154 million yuan, with a year-on-year increase of 26.96% [1]. Industry Context - The company is positioned to benefit from the "Digital China" and "Healthy China" strategies, with national policies promoting the integration of AI in healthcare [1]. - The company leverages its leading position in core medical model technology and extensive product coverage across the country to capitalize on the accelerating growth of the AI healthcare industry [1]. Future Strategy - The company plans to continue focusing on its development strategy, utilizing policy advantages to drive technological breakthroughs and deepen application scenarios in medical models [1]. - The company aims to provide higher quality medical services to residents and more efficient diagnostic tools for doctors [1]. Technological Advancements - Since the launch of the Xunfei Spark Medical Model in 2023, the company has expanded its technological advantages and achieved breakthroughs in multiple fields [1]. - In July 2025, the Xunfei Spark Medical Model underwent further upgrades, enhancing its capabilities and maintaining industry leadership in key medical task scenarios [1].

Core Insights - The company reported a strong performance in the first half of 2025, achieving a revenue of 299 million yuan, a year-on-year increase of 30%, and a gross profit of 154 million yuan, with a gross margin of 51.5% [1] Group 1: Financial Performance - Revenue for the first half of 2025 reached 299 million yuan, reflecting a 30% year-on-year growth [1] - Gross profit amounted to 154 million yuan, with a 27% increase compared to the previous year [1] - The gross margin remained stable at 51.5% [1] Group 2: Research and Development - The company invested 134 million yuan in R&D, accounting for 45% of its revenue [1] - The "Spark Medical Model" is the only large model trained on fully domestic computing power, achieving top rankings in the Medbench evaluation [1] - The model has demonstrated capabilities equivalent to chief physicians in major hospitals across various specialties [1] Group 3: Business Development - The company has established a collaborative business matrix covering government (G), hospital (B), and consumer (C) sectors [2] - Revenue from government solutions grew by 52%, while regional solutions surged by 178% [2] - The "Smart Medical Assistant" has been implemented in over 75,000 grassroots institutions, completing over 1.01 billion AI-assisted diagnoses [2] Group 4: Global Expansion - The company accelerated its global layout, launching the international version of the "Spark Medical Model" in Hong Kong [3] - The unique international status of Hong Kong facilitates the integration of local and English medical knowledge, enhancing the model's training data [3] Group 5: Long-term Strategy and Policy Support - The company is committed to using AI to serve the health sector in China, focusing on long-term development in smart healthcare [4] - National policies are increasingly promoting the integration of AI in healthcare, with specific initiatives aimed at enhancing AI applications in medical settings [4] - The company aims to leverage policy advantages and technological breakthroughs to improve healthcare services and tools for both residents and doctors [5]

每经记者｜张宝莲 每经编辑｜陈俊杰 具体看，今年上半年，公司提供基层解决方案录得收入8381.2万元，较去年同期增长52.3%，占公司 2025年上半年总收入的28.1%。 8月20日，讯飞医疗科技（HK02506，股价107.900港元，市值130.43亿港元）发布了上市后首份中期业 绩报告。报告显示，2025年上半年，公司实现营业收入和净利润双增长，其中营业收入2.99亿元，同比 增长30.26%，归属于母公司所有者的净利润为-0.74亿元，亏损相比于去年同期收窄，幅度超过40%。 报告期内，公司实现毛利1.54亿元，同比增加26.96%，毛利率51.5%，与去年同期的52.9%相比略有下 降。 上半年营收近3亿元 讯飞医疗科技是科大讯飞拓展智能医疗板块的主体，2024年12月30日成功在港股上市。 财报显示，讯飞医疗科技收入来源于基层解决方案、区域解决方案、医院解决方案和患者管理服务四 类。基层解决方案、区域解决方案主要覆盖G端客户，医院解决方案覆盖B端医院客户，患者管理服务 则面向C端消费者。 基层解决方案和患者管理服务两项业务为主要业务，共计贡献超过50%的业绩收入，两项业务毛利率均 超过50%。 ...

拆解来看，政府端方面，上半年，基层解决方案收入同比增长52%，区域解决方案增长178%。核心产 品"智医助理"已覆盖全国697个区县、超7.5万个基层机构，累计完成超10.1亿次AI辅助诊断。同时，AI 传染病防控解决方案已在安徽、江西、浙江、陕西、湖南等多省规模应用。 公告显示，医院解决方案在中国科学技术大学附属第一医院、北京协和医院、四川大学华西医院等500 余家等级医院落地，为近20家医院通过电子病历五级、智慧服务三级评测提供AI解决方案；并依托持 续迭代的星火医疗大模型，助力医院及医生提升在精准诊断、科学治疗与系统化管理方面的效率与质 量。 此外，今年上半年，患者管理收入同比增长10.1%，星火医疗大模型赋能的AI健康助手"讯飞晓医"累计 完成1.4亿次AI咨询；智能硬件线上线下（300959）全渠道覆盖，通过"硬件+服务"模式将业务范围延伸 到院外居家场景，构建千万级用户健康管理入口。 值得一提的是，上半年，讯飞医疗科技研发投入1.34亿元，占营收比例达45%。3月，讯飞医疗科技首 发具备"深度推理思考能力"的星火医疗大模型X1，并于7月升级，在全科辅助诊断、体检报告解读、健 康咨询、导医导诊等通用 ...

人民财讯8月20日电，8月20日晚，讯飞医疗科技发布2025年中期业绩，公司上半年实现营收2.99亿元， 同比增长30%；归母净利润为亏损7408.6万元，同比减亏；毛利1.54亿元，同比增长27%，毛利率达 51.5%。其中，基层解决方案营收为8381.2万元，同比增长52%，区域解决方案营收5762.5万元，同比增 幅达178%。 ...

Xunfei Healthcare Technology Co., Ltd. 訊 飛 醫 療 科 技 股 份 有 限 公 司 （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股份代號：2506） 董事會提名委員會議事規則 第一章 總則 第一條 為進一步建立健全訊飛醫療科技股份有限公司（以下簡稱「公司」） 董事、總經理及其他高級管理人員的選任，完善公司治理結構，促進公司長遠 戰略目標的實現，根據《中華人民共和國公司法》（以下簡稱「《公司法》」）、《香 港聯合交易所有限公司證券上市規則》（以下簡稱「《香港聯交所上市規則》」）、 《訊飛醫療科技股份有限公司章程》（以下簡稱「《公司章程》」）及《訊飛醫療科技 股份有限公司董事會議事規則》的有關規定，公司設立董事會提名委員會，並 制定本議事規則。 第二條 提名委員會是董事會按照股東會決議設立的專門工作機構，對董 事會負責；主要負責對董事與高級管理人員的人選、選擇標準和程式進行討 論並提出建議。 第三條 本規則所稱董事是指在公司支取薪酬的董事；高級管理人員（高 管人員）是指董事會聘任的總經理及《公司章程》規定的其他高級管理人員。 第二 ...