在人工智能加速渗透千行百业的当下，AI在医疗领域的应用正迎来从"概念验证"向"产业落地"跨越的关 键拐点。近日，讯飞医疗科技(02506.HK)以4.28亿元中标国家人工智能应用中试基地(医疗领域基层卫生 服务方向)软件服务项目。作为国家"人工智能+"战略在基层医疗领域的重要落地项目，这一动向释放出 清晰的产业信号：具备"全栈自主技术"与"规模化应用场景"的能力的企业，正在完成从单一产品供应商 向行业基础设施建设者的角色跃迁。 此次讯飞医疗承担国家人工智能应用中试基地软件服务项目建设并非孤立的市场行为，而是政策导向与 技术成熟度共振的结果，折射出其在三大维度上的长期价值重估逻辑。 抢占标准高地：从"试验探索"迈向"行业定义" 国家人工智能应用中试基地的核心定位，在于解决大模型在垂直行业落地中面临的技术路径模糊、标准 缺失、场景验证复杂等共性难题。作为国务院《关于深入实施"人工智能+"行动的意见》中明确布局的 战略性基础设施，该平台被赋予"产业链协同创新连接器"和"技术成果转化加速器"等多重功能。讯飞医 疗此次作为承建方，标志着其角色已从行业参与者跃升为未来医疗AI国家标准的核心共建者。 此项目内容进一步强化了 ...

智通财经APP获悉，在人工智能加速渗透千行百业的当下，AI在医疗领域的应用正迎来从"概念验 证"向"产业落地"跨越的关键拐点。近日，讯飞医疗科技(02506)以4.28亿元中标国家人工智能应用中试 基地(医疗领域基层卫生服务方向)软件服务项目。作为国家"人工智能+"战略在基层医疗领域的重要落 地项目，这一动向释放出清晰的产业信号：具备"全栈自主技术"与"规模化应用场景"的能力的企业，正 在完成从单一产品供应商向行业基础设施建设者的角色跃迁。 商业模式进化：从"软件交付"到"模型即服务" 长期以来，医疗AI行业面临着商业模式单一、变现难的痛点。但讯飞医疗此次项目承担及过往运营数 据表明，其商业模式已实现关键进化。项目明确提出要建立"长效运营机制"，这意味着讯飞医疗正从传 统的软件项目一次性交付，向提供"大模型+数据+运营"的综合服务模式转型。 这一转型的可行性已在实际应用中得到验证。其核心产品"智医助理"已覆盖全国31个省市，服务超过25 万名基层医生，累计提供超11亿次辅助诊断。该系统的深度应用将基层医生的电子病历书写规范率从原 先不足40%显著提升至98%，这不仅是效率的提升，更体现了AI技术对基层医疗服务 ...

Core Viewpoint - The article highlights the recent increase in southbound capital holdings in iFlytek Medical Technology (02506.HK), indicating a positive trend in investor interest and potential growth in the company's stock performance [1]. Group 1: Southbound Capital Holdings - On November 19, southbound capital increased its holdings by 18,900 shares in iFlytek Medical Technology, marking a 0.50% increase [2]. - Over the past five trading days, there were four days of net increases, totaling 27,800 shares [1]. - In the last 20 trading days, there were 12 days of net increases, amounting to 102,100 shares [1]. - As of now, southbound capital holds 3,828,100 shares of iFlytek Medical Technology, which represents 4.94% of the company's total issued ordinary shares [1]. Group 2: Company Overview - iFlytek Medical Technology is primarily engaged in providing AI-enabled medical solutions in China [2]. - The company's business lines include grassroots medical services, hospital services, patient services, and regional management platform solutions [2]. - The grassroots medical services line consists of intelligent medical assistants and chronic disease management [2]. - The hospital services line includes smart hospital solutions and diagnostic assistants [2]. - Patient services encompass smart hospital patient services, post-discharge management, imaging cloud platforms, and medical devices [2]. - The regional management platform solutions line features smart health solutions and smart medical insurance [2].

Core Viewpoint - Southbound funds increased their holdings in iFlytek Medical Technology (02506.HK) by 650.0 shares on November 17, 2025, while experiencing a net reduction of 4,500.0 shares over the past five trading days [1][2]. Group 1: Southbound Fund Activity - In the last 20 trading days, iFlytek Medical Technology saw 12 days of net increases in southbound fund holdings, totaling 82,600 shares [1]. - As of November 17, 2025, southbound funds hold 3.7932 million shares of iFlytek Medical Technology, representing 4.9% of the company's total issued ordinary shares [1][2]. Group 2: Company Overview - iFlytek Medical Technology is primarily engaged in providing AI-powered medical solutions in China, with business lines including grassroots medical services, hospital services, patient services, and regional management platform solutions [2]. - The grassroots medical services line consists of intelligent medical assistants and chronic disease management, while the hospital services line includes smart hospital solutions and diagnostic assistance [2]. - Patient services encompass smart hospital patient services, post-discharge management, imaging cloud platforms, and medical devices [2].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 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） 2025年11月10日舉行之臨時股東大會的表決結果 訊飛醫療科技股份有限公司（「本公司」）於2025年11月10日舉行之2025年第一次 臨時股東大會（「臨時股東大會」）上，所有列載於日期為2025年10月20日的臨時 股東大會通告內的決議案均以一股一票方式進行投票表決。 香港，2025年11月10日 截至本公告日期，本公司董事會包括：(i)執行董事陶曉東博士；(ii)非執行董事劉慶峰博士、 趙志偉先生及段大為先生；及(iii)獨立非執行董事汪揚教授、趙惠芳教授及談慶先生。 – 2 – 臨時股東大會的投票結果如下： | | 普通決議案 | 票數(%) | | | | --- ...

Core Viewpoint - The article discusses the recent developments and performance of Xunfei Healthcare, highlighting its growth trajectory and market positioning in the healthcare sector [1]. Group 1: Company Performance - Xunfei Healthcare has reported a significant increase in revenue, with a year-on-year growth of 25%, reaching a total of 1.5 billion [1]. - The company has expanded its service offerings, which has contributed to a 15% increase in customer acquisition [1]. - The net profit margin has improved to 12%, reflecting better operational efficiency and cost management [1]. Group 2: Market Trends - The healthcare industry is experiencing a shift towards digital health solutions, with a projected market growth rate of 20% annually [1]. - Increased investment in healthcare technology is driving innovation and competition among companies in the sector [1]. - Regulatory changes are expected to impact the operational landscape, with new compliance requirements being introduced [1].

Core Insights - The implementation of the "Opinions on Promoting and Regulating the Application Development of 'Artificial Intelligence + Healthcare'" by the National Health Commission and other departments marks a significant step towards the commercialization of medical AI and the rapid growth of the industry [1][6] - The policy aims to deepen key applications in eight areas, including AI in grassroots healthcare, clinical diagnosis, patient services, and public health, with a goal of widespread application by 2027 and full coverage by 2030 [1][6] - iFlytek Medical has established itself as a pioneer in the medical AI sector, launching a diverse range of AI products aimed at grassroots healthcare, hospitals, and patients, leveraging its first-mover advantage [2][6] Industry Growth - The Chinese medical AI industry is experiencing rapid growth, with a compound annual growth rate (CAGR) of 33.8% from 2019 to 2023, and an expected CAGR of 43% from 2023 to 2033, potentially reaching a market size of 315.7 billion yuan [5][6] - The "Opinions" are expected to accelerate industry growth by promoting AI applications across various fields, positioning iFlytek Medical to capture a larger market share [6] Technological Advancements - iFlytek Medical has made significant advancements in AI technology, transitioning from voice recognition and natural language processing to large models, achieving a leap in capabilities that surpasses competitors like GPT-5 and DeepSeek V3.2-Exp [3][4] - The upgraded iFlytek Spark Medical model has demonstrated high diagnostic accuracy, achieving 93.1% in outpatient scenarios and matching the performance of senior hospital directors in complex inpatient settings [4] Product Development - iFlytek Medical has developed a comprehensive suite of AI products, including the iMedical Assistant for hospitals and the upgraded iFlytek Xiaoyi app for residents, enhancing diagnostic support and patient engagement [4][6] - The company is focused on building a robust technological foundation and user barriers through continuous R&D investment and product iteration, maintaining its leading position in AI medical technology [6]

Core Insights - The implementation of the "Guidelines for Promoting and Regulating the Application Development of 'Artificial Intelligence + Healthcare'" is set to drive the large-scale commercialization of medical AI and accelerate industry growth over the next five years [1][6] - The medical AI sector in China is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 43% from 2023 to 2033, potentially reaching a market size of 315.7 billion yuan [5][6] Group 1: Policy and Market Dynamics - The "Implementation Opinions" aim to deepen key applications of AI in healthcare, including AI in grassroots applications, clinical diagnosis, patient services, and public health [1] - By 2027, the goal is to establish a range of specialized clinical models and intelligent applications, with widespread use of AI-assisted decision-making in healthcare institutions [1] - The policy is expected to accelerate industry growth, with the initial focus on two major application scenarios contributing significantly to market expansion [6] Group 2: Company Positioning and Innovations - iFlytek Medical has launched a diverse range of AI products targeting grassroots healthcare, hospitals, and patients, establishing a leading position in the medical AI sector [2] - The company has made significant advancements in AI technology, transitioning from voice recognition to large models, and has achieved a leap in capabilities with its Starfire Medical Model [3][4] - iFlytek Medical's AI products now support diagnosis for 2,500 diseases with a first diagnosis accuracy of 98%, showcasing its strong technological foundation [3][4] Group 3: Competitive Landscape and Future Outlook - The company is positioned to capture a larger market share due to its first-mover advantage and robust technological moat, supported by high R&D investment [6] - iFlytek Medical aims to expand its reach globally, leveraging its domestic computing power and open ecosystem strategy to build a new medical AI ecosystem [6] - As the first medical AI large model stock listed in Hong Kong, the company is expected to maintain high growth in the medical AI sector over the next five years, leading to higher valuation premiums [6]

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10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11月6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 | | 43,581,121 | | 2. 股份分類 | 普通股 | 股份類別 | ...

Core Insights - The "2025 Cyberport Venture Capital Forum" was inaugurated on November 6, focusing on the new landscape of global venture capital driven by artificial intelligence (AI) [1] - Cyberport has added 10 new listed companies this year, including Minglue Technology-W (02718), Cloudwalk (02670), and iFlytek Medical Technology (02506), all of which successfully went public after settling in Cyberport [1] - Two unicorn companies have also joined Cyberport, namely Qiangnao Technology, valued at $1.3 billion, and Langchao Cloud, valued at $2.5 billion, enhancing the local innovation ecosystem in Hong Kong [1] - Despite a challenging global venture capital environment over the past year, Cyberport companies have demonstrated strong fundraising performance, raising nearly 3.4 billion in the period from October 2024 to September 2025, with a cumulative total of 46 billion [1] Company and Industry Summary - Recent significant financing successes among Cyberport companies include KLN (00636), Bowtie, KPay, Kun, Hashkey Group, DigiFT, LeapXpert, and Animoca Brands, indicating a strong focus on AI, blockchain, and digital assets [2] - The successful fundraising cases reflect the capital market's high attention to these sectors and validate Cyberport's effectiveness in promoting the development of AI and Web 3.0 industries [2]