医保信息系统行业发展历程 内容概要：随着信息技术的不断发展和医疗保障需求的日益增长，医保信息系统在医疗保障中发挥重要 作用。不仅简化了业务流程，提高了服务效率，还为医保基金监管、医疗服务质量评估等提供了有力支 撑。叠加国家政策积极推动医疗信息化建设，医保信息系统应用不断深化。近年来，我国医保信息系统 行业市场规模呈现上升趋势，尽管2022年受到全国范围内的疫情影响，医保信息平台的建设和验收进程 较预期有所推迟，但市场仍然展现出了多个积极信号，并展露出增长态势。到了2024年，中国医保信息 系统市场规模持续增长，达到48亿元，同比上涨6.4%。 相关上市企业：东软集团（600718）、久远银海（002777）、ST易联众（300096）、国新健康 （000503）、万达信息（300168）、卫宁健康（300253）、健麾信息（605186）、塞力医疗 （603716）、思创医惠（300078）、创业慧康（300451）等。 相关企业：平安医疗健康管理股份有限公司、创智和宇信息技术股份有限公司等。 关键词：医保信息系统行业产业链、医保信息系统行业市场规模、医保信息系统行业竞争格局、医保信 息系统行业发展趋势 一、 ...

据"东软集团（600718）"微信公众号10月15日消息，在近日举行的第十二届中国移动全球合作伙伴大会 上，东软集团与中国移动国际有限公司（简称"移动国际"）签署软件出海战略合作备忘录，宣布将在智 慧医疗、智慧汽车、智慧城市及全球化数字化服务等核心领域展开全面合作，共同为全球产业发展注入 数智新动力。 移动国际是中国移动旗下负责国际业务运营的子公司，目前在全球共有39个业务点。依托丰富的全球资 源，移动国际为全球企业、运营商、个人用户提供全方位的国际信息服务和优质的解决方案。 根据协议，东软集团与移动国际将深化战略合作体系建设，聚焦智慧医疗、智慧汽车、智慧城市及全球 化数字化服务等主要领域，在产品及解决方案、市场拓展、交付服务等方面开展长期、广泛、深入的合 作，共同打造更适应本地化需求的产品方案与端到端服务能力。 为实现这一合作目标，双方将充分发挥各自优势，共享和交换行业知识和最佳实践，快速推进车联网、 智能驾驶等技术在海外市场的应用落地，积极探索医疗信息化、智能医疗设备及远程医疗解决方案的全 球合作机会，携手打造跨境数字化服务解决方案等，联合拓展亚太、欧洲、拉美等重点地区的新发展机 会，共同助力企业客户实现 ...

10月14日，东软集团盘中下跌2.00%，截至10:56，报10.78元/股，成交1.99亿元，换手率1.53%，总市值 128.53亿元。 资金流向方面，主力资金净流出3744.77万元，特大单买入693.67万元，占比3.48%，卖出2807.49万元， 占比14.09%；大单买入4373.10万元，占比21.94%，卖出6004.05万元，占比30.12%。 截至6月30日，东软集团股东户数9.03万，较上期减少9.79%；人均流通股13368股，较上期增加 11.17%。2025年1月-6月，东软集团实现营业收入46.89亿元，同比增长9.08%；归母净利润5627.04万 元，同比减少42.75%。 今年以来东软集团已经3次登上龙虎榜，最近一次登上龙虎榜为9月19日，当日龙虎榜净买入1.01亿元； 买入总计1.38亿元 ，占总成交额比51.22%；卖出总计3688.84万元 ，占总成交额比13.66%。 资料显示，东软集团股份有限公司位于辽宁省沈阳市浑南新区新秀街2号东软软件园，成立日期1991年6 月17日，上市日期1996年6月18日，公司主营业务涉及公司以软件技术为核心,提供行业解决方案、软件 ...

证券代码：600718 证券简称：东软集团 公告编号：临 2025-064 东软集团股份有限公司 根据公司 2024 年股票期权激励计划，以及中国证券登记结算有限责任公司 上海分公司关于股票期权自主行权的相关规定，并结合公司 2025 年第三季度报 告披露计划等整体安排，现对公司 2024 年股票期权激励计划的自主行权时间进 行限制，具体情况如下： 一、公司股票期权已进入行权期的情况 公司 2024 年股票期权激励计划的第一个行权期（期权代码：1000000589） 为 2025 年 5 月 26 日-2026 年 3 月 6 日，目前处于行权阶段。 二、本次限制行权期为：2025 年 10 月 19 日至 2025 年 10 月 28 日，在此期 间，全部激励对象将限制行权。 三、公司将按照有关规定，及时向中国证券登记结算有限责任公司上海分公 司申请办理限制行权相关事宜。 特此公告。 关于股票期权激励计划限制行权期间的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担相应的法律责任。 东软集团股份有限公司董事会 二〇二五年十月 ...

证券代码：600718 证券简称：东软集团 公告编号：临 2025-063 东软集团股份有限公司 2024 年股票期权激励计划第一个行权期 2025 年第三季度自主行权结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 本次行权股票数量：公司 2024 年股票期权激励计划第一个行权期可行权 数量为 1,120.136 万份，可行权期限为 2025 年 5 月 26 日-2026 年 3 月 6 日（行 权日须为交易日）。2025 年第三季度，累计行权且完成登记 3,388,356 股，占本 期可行权数量的 30.25%。截至 2025 年 9 月 30 日，累计行权且完成登记 6,851,726 股，占本期可行权数量的 61.17%。 本次行权股票上市流通时间：公司本次采用自主行权模式，激励对象行 权所得股票可于行权日（T 日）后的第二个交易日（T+2）日上市交易。 一、2024 年股票期权激励计划已履行的决策程序和信息披露情况 于 2024 年 2 月 26 日召开的公司十届八次董事会审议通过了《关于<东软 ...

Core Viewpoint - The recent surge in fund returns has attracted significant attention, with notable performances from various funds, but the reality for retail investors may differ from the perceived opportunities [1][3]. Group 1: Fund Performance - In the first three quarters of the year, stock funds averaged a return of 28.18%, while mixed funds achieved 25.88%, with 97% of actively managed equity funds showing positive returns [3]. - Specific indices such as the Technology 50 Index and the Northern Stock Exchange 50 Index saw increases of 34% and 47.33% respectively, indicating a strong market performance [3]. Group 2: Retail Investor Behavior - Retail investors often enter the market at high points after media coverage, leading to losses when they sell during corrections [3][12]. - The tendency to follow trends without prior research results in missed opportunities, as institutional investors typically enter positions well before retail investors notice [3][12]. Group 3: Institutional Investment Insights - The concept of "institutional inventory" reflects the level of institutional engagement in stocks, with sustained involvement being a key driver of price increases [5][11]. - Stocks like "Cuiwei Co." demonstrated significant gains due to early institutional interest, while others like "Dongruan Group" failed to maintain momentum due to lack of sustained institutional support [5][9]. Group 4: Market Dynamics and Strategies - The market operates as a dynamic game, where the same positive news can yield different outcomes based on the prevailing market conditions [13]. - Retail investors are encouraged to develop a multi-dimensional observation system and validate their logic with data to better navigate market opportunities [12].

Group 1 - The core announcement indicates that Neusoft Corporation has won the bid for the medical insurance data service application project in Chuxiong Yi Autonomous Prefecture, with a bid amount of 1,950,000 [2][1] - The procurement was conducted by the Chuxiong Yi Autonomous Prefecture Medical Security Bureau, highlighting the company's involvement in public sector projects [2][1] - Neusoft Corporation has a significant investment footprint, having invested in 102 companies and participated in 43,389 bidding projects [1] Group 2 - The company holds a substantial intellectual property portfolio, including 428 trademark registrations, 2,251 patents, and 2,677 copyrights [1] - Neusoft Corporation has obtained 68 administrative licenses, indicating its compliance and operational capabilities within the industry [1]

Group 1 - The core viewpoint of the news is that Neusoft Group has launched its upgraded medical AI solution, "Tianyi Medical Health Intelligent Solution 2.0," showcasing its advancements in smart healthcare and addressing the challenges in AI implementation in the medical field [1][2] - The new solution focuses on six core scenarios: smart healthcare, smart services, smart management, smart grassroots, smart health, and urban health data space, enhancing the integration of medical business and data [1][2] - Neusoft's strategy emphasizes the transformation of AI and data into practical applications, aiming to meet the urgent needs for data governance, knowledge extraction, and scenario modeling in the healthcare system [2][3] Group 2 - Since early 2024, Neusoft has initiated a significant strategic transformation aimed at improving operational performance, focusing on AI and big data innovations [2][3] - The company has successfully implemented its smart healthcare products across various medical institutions, addressing critical pain points in clinical, research, and management areas, receiving positive feedback from users [2][3] - Neusoft has established over 300 invention patents and collaborated with more than 20 research partners, contributing to significant advancements in AI applications in healthcare [3] Group 3 - Neusoft Group has been selected as a designated supplier for a well-known domestic automotive manufacturer, providing intelligent cockpit domain controllers, with an estimated total supply amount of approximately 5.6 billion yuan over the product lifecycle [4][5] - The intelligent cockpit domain controller, based on the Qualcomm 8397 platform, integrates AI capabilities for enhanced user interaction through multi-modal recognition [5] - This partnership reflects Neusoft's long-term collaboration with the automotive manufacturer, reinforcing its competitive edge in the automotive electronics sector [5]

Core Insights - The Chinese healthcare information and digitalization market is experiencing significant challenges, with many companies facing business contraction and profit losses, while Eastsoft Group is strategically navigating this landscape to potentially reshape the market dynamics [1][2][4] Industry Overview - The healthcare IT sector is one of the hardest-hit areas, with a median revenue growth rate plummeting to -7.01% and a median net profit growth rate dropping to -26.09% for the first half of 2025 among 336 listed IT companies in China [2] - Factors contributing to this downturn include government budget tightening, delayed hospital budgets, and a shift in demand from large-scale construction to refined operations [2] Company Performance - Eastsoft Group's healthcare and social security business reported a slight revenue decline of 1.37%, while its subsidiary, Eastsoft Medical, achieved a modest revenue growth of approximately 4.01 million [2] - In contrast to the broader industry, where many companies are experiencing revenue declines of 20% to 30%, Eastsoft's performance indicates a potential reallocation of market share, positioning it as a likely beneficiary [2] Strategic Initiatives - Eastsoft is focusing on "defensive" strategies to maintain its core business while simultaneously launching targeted offensive strategies, particularly in smart hospital construction [4][5] - The company secured nearly 20 large contracts worth over 10 million each in the first half of 2025, showcasing its competitive strength in a contracting market [4] Technological Advancements - Eastsoft's AI strategy has evolved into a comprehensive, productized approach, exemplified by the launch of the "Tianyi" healthcare intelligent solution, which integrates eight categories of medical industry empowerment [6][7] - The rapid deployment of this solution in top-tier hospitals demonstrates Eastsoft's engineering capabilities and deep understanding of hospital pain points, allowing for quick market feedback [7] Partnerships and Collaborations - In March 2025, Eastsoft signed a comprehensive cooperation agreement with Huawei Technologies, aiming for deep collaboration in the healthcare sector, which is crucial for competing against major players like Alibaba and Tencent [9] Data Strategy - Eastsoft is transitioning from being a traditional software provider to a data value extractor and operator, as evidenced by its involvement in national and regional benchmark projects [10][11] - The company's participation in the construction of a national AI application pilot base for healthcare highlights its data technology capabilities at a national strategic level [10] Market Positioning - Eastsoft's dual strategy of leveraging AI and data is expected to create new growth avenues while establishing high technical and ecological barriers against competitors [12] - The company's ability to maintain cash flow and secure its foundational business while tapping into AI and data trends positions it as a market leader during challenging times [13] Future Outlook - Eastsoft's journey towards intelligent transformation is ongoing, with the need to demonstrate that its investments in AI and data can translate into effective commercial products and sustainable service revenues [14] - The company aims to become a true industry benchmark that defines standards, leads industry direction, and achieves sustainable development in the Chinese healthcare information sector [14]

Core Insights - The core point of the news is that Neusoft Corporation has won a bid for the upgrade of the drug and medical consumables procurement management subsystem as part of the third phase of the Liaoning Province Medical Security Bureau's medical insurance information platform construction project [1][2]. Group 1: Company Information - Neusoft Corporation has invested in a total of 102 companies and participated in 43,389 bidding projects [1]. - The company holds 428 trademark registrations, 2,251 patents, and 2,677 copyrights [1]. - Neusoft Corporation has obtained 68 administrative licenses [1]. Group 2: Project Details - The procurement was conducted by the Liaoning Province Medical Security Bureau [2]. - The bid amount won by Neusoft Corporation is 7,430,000 [2]. - The announcement date of the project is September 25, 2025 [2].