金域医学 20260115 摘要 金域医学发布中国首个医检行业大模型"小医医"，已服务超过 37 万 名医生，活跃用户接近 20 万，标志着其在 AI 医疗领域的领先地位，并 积极探索数字化转型，提升运营效率和开发新的业务增长点。 金域医学通过与中山三院、肇庆市封开县等合作，展示了其人工智能医 生应用和"智慧县域"模式在基层医疗中的应用，为未来在全国推广奠 定基础，并涉足疾控、IVD 设备厂商、药厂及商业保险等领域，提供数 字化解决方案。 国家战略推动人工智能在医疗机构的覆盖率，目标到 2027 年达到 70%，金域医学积极与多家医院合作，如中山一院、中山三院等，共同 研发新产品，从智能诊断迈向全产品线的医疗智能解决方案。 AI 时代医疗市场规模预计可达五六万亿人民币，金域医学 2025 年 5 月 至 12 月 AI 加数据类业务收入超千万级别，预计 2026 年收入区间为 5,000 万至 2 亿元，取决于商业模式选择和投入力度。 金域医学计划拓展药企市场，与医院业务形成互补，医院是主要收入来 源，而药企和 IVD 合作则是主要的利润来源，通过标准化产品智能体解 决医院关键痛点，逐步推广具备全科能力的智能 ...

长城消费增值混合A（200006）成立日期2006年4月6日，最新规模5.16亿。今年以来收益21.73%，同类 排名56/8847；近一年收益44.1%，同类排名2734/8094；成立以来收益315.35%。 长城消费增值混合A（200006）基金经理为龙宇飞。 截至发稿，龙宇飞累计任职时间8年93天，现任基金资产总规模7.8亿元，任职期间最佳基金回报 61.42%， 任职期间最差基金回报-8.9%。 1月16日，金域医学跌5.34%，截至发稿，报34.05元/股，成交2.79亿元，换手率1.73%，总市值157.74亿 元。 资料显示，广州金域医学检验集团股份有限公司位于广东省广州市国际生物岛螺旋三路10号，成立日期 2006年5月26日，上市日期2017年9月8日，公司主营业务涉及为全国超过23,000家各类医疗机构提供包 括理化质谱检验、基因组检验、病理诊断、生化发光检验、免疫学检验、其他综合检验等六大类合计近 80类检验技术,近3,200项检验项目的外包及科研技术服务。主营业务收入构成为：医学诊断服务 91.20%，销售诊断6.45%，其他1.47%，冷链物流服务0.62%，健康体检业务0.27% ...

Investment Rating - The report maintains an "Overweight" rating for the medical device industry [5]. Core Insights - The medical device industry in China has a prominent supply chain advantage, with overseas markets expected to maintain rapid growth. The brain-computer interface (BCI) sector is at a critical turning point, likely to see demand release. AI medical applications are gradually becoming operational, poised to reshape the health market [3]. Summary by Relevant Sections Investment Recommendations - For the overseas medical device sector, recommended stocks include: United Imaging Healthcare, Nanwei Medical, Microelectronic Physiology, Guichuang Tongqiao, Yuyue Medical, and New Industry. Stocks to watch include: Jingfeng Medical, MicroPort Scientific, and Chuangli Medical [5]. - In the brain-computer interface sector, recommended stocks are: Lepu Medical, Weisi Medical. Stocks to watch include: Meihao Medical, Xiangyu Medical, Mcland, Xinwei Medical, Aipeng Medical, Chengyitong, Chuangxin Medical, and Botuo Bio [5]. - For the AI + device sector, recommended stocks are: Yuyue Medical, BGI Genomics, KingMed Diagnostics, and United Imaging Healthcare. Stocks to watch include: Dian Diagnostics [5]. Overseas Market Growth - The supply chain advantage of domestic medical devices is significant, with exports expected to grow rapidly. In the first three quarters of 2025, United Imaging Healthcare's overseas revenue increased by 41.97% year-on-year, becoming a crucial growth driver for the company. The company continues to expand its market share in key regions due to superior product performance and localized service capabilities. By December 2025, MicroPort Scientific's global cumulative order volume exceeded 160 units, with core products in endoscopy, orthopedics, and vascular intervention surpassing 230 units in total orders. In 2025, Jingfeng Medical achieved a breakthrough in multiple key global markets, leading to explosive growth in overseas orders [5]. Brain-Computer Interface Market - The brain-computer interface market is at a pivotal turning point, with anticipated demand release. China's "14th Five-Year Plan" explicitly suggests a forward-looking layout for future industries, promoting BCI as a new economic growth point. In December 2025, Elon Musk announced that Neuralink would begin large-scale production of BCI devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process. In January 2026, China's BCI company Strong Brain Technology announced it had completed a new round of financing of approximately 2 billion yuan, setting a record for the second-largest single financing in the field globally, following Neuralink. The funds will be used to accelerate core technology research and development, extreme engineering breakthroughs, and product scaling and mass production [5]. AI Medical Applications - AI medical applications are gradually becoming operational, with the potential to reshape the health market. In June 2025, Ant Group launched the AI Health Manager AQ, which was officially upgraded to "Antifufu" in December 2025. By January 2026, the "Antifufu" app had over 30 million monthly active users, with daily inquiries exceeding 10 million, 55% of which came from third-tier cities and below. In January 2026, Tempus AI reported preliminary revenue of approximately 1.27 billion USD for 2025, representing an 83% year-on-year increase, exceeding initial expectations. OpenAI announced the acquisition of the healthcare tech startup Torch to expand into the healthcare sector, while Google launched the next-generation open-source medical AI model MedGemma1.5 and released the open-source medical speech-to-text model MedASR [5].

作为封开县区域检验中心与病理诊断中心的共建单位，金域医学积极助力该"数据共享中枢"的搭建，整 合县、镇二级医疗机构医疗数据，搭建集中存储、统一管理的区域数据管理平台；打通牵头医院与乡镇 医疗机构检验信息系统，确保医生可通过平台实时查看患者检验报告，满足全县医疗运营管理与质控、 公卫监测、信息互联互通、检验结果互认等需求，推动医共体成员单位高效协同体系建设。 金域医学还协助县卫生健康局搭建区域数据管理平台运营智慧看板，助力主管部门精准决策，强化医疗 监管与疾病防控能力，让县域医共体协同发展更高效、更科学。 要真正做到让山区百姓不出县也能享受到高水平诊疗服务，还需要快速提升当地临床医生诊疗水平。封 开县人工智能辅助诊疗平台的建设，可以说是为封开的医疗升级了"智慧大脑"。 本报讯 （记者丁蓉）"人工智能+基层医疗"已成为强化县域医共体建设，在更高层次上破解能力短板的 新路径。1月14日，在广东省肇庆市封开县中医院，人工智能辅助诊疗平台全域综合应用启动仪式举 行，宣告广东省首个县域人工智能辅助诊疗平台正式落地封开，让优质医疗资源真正下沉基层、惠及千 家万户。 该平台依托广州金域医学检验集团股份有限公司（以下简称"金域 ...

医疗器械行业发展方兴未艾，或可借道医疗器械ETF（562600）一键把握成长机遇，该ETF所跟踪的中 证全指医疗器械指数脑机接口占比达23.8%，在已上市ETF中含量最高，精准覆盖脑机接口核心标的； 其医疗器械行业占比高达89.2%，集中度突出，能有效捕捉细分赛道增长机遇。场外用户亦可选择华夏 中证全指医疗器械ETF发起式联接A（021250）和华夏中证全指医疗器械ETF发起式联接C（021251）， 进行便捷布局。 相关ETF：医疗器械ETF（562600）。 每日经济新闻 1月14日，A股三大指数集体冲高，医疗器械ETF（562600）早盘上涨2.30%。盘面上，AI应用方向延续 强势，迪安诊断大涨12.48%，鱼跃医疗上涨9.10%，天智航上涨6.99%，金域医学上涨5.02%。资金上， 医疗器械ETF（562600）近期持续受到资金青睐，近五日资金净流入9100万元；截至发文，医疗器械 ETF（562600）成交额达2696万元。 消息面上，OpenAI斥资6000万美元收购医疗科技初创公司Torch，加码AI医疗布局。此次交易金额约为 6000万美元，双方暂未公开披露具体交易条款。Torch的核心技 ...

经广州金域医学检验集团股份有限公司（以下简称"公司"）财务部门初步测算，预计2025年年度归属于 上市公司股东的净利润为负值，公司2025年年度经营业绩将出现亏损，主要原因是由于部分应收账款回 款周期延长，导致产生较大的信用减值损失。 广州金域医学检验集团股份有限公司 关于2025年年度业绩预告的提示性 公告 公司将严格遵循《上海证券交易所股票上市规则》等相关规定，加快推进财务核算工作，尽快披露2025 年年度业绩预告。最终财务数据请以公司正式披露的2025年年度报告为准。 登录新浪财经APP 搜索【信披】查看更多考评等级 公司指定的信息披露媒体为《中国证券报》《上海证券报》《证券时报》《证券日报》及上海证券交易 所网站（www.sse.com.cn），有关公司信息均以公司在上述指定媒体披露信息为准。敬请广大投资者理 性投资，注意投资风险。 证券代码：603882 证券简称：金域医学 公告编号：2026-008 特此公告。 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。 广州金域医学检验集团股份有限公司董事会 2026年1月1 ...

重点要闻 浦发银行2025年净利润同比增长10.52% 浦发银行(600000.SH)发布2025年度业绩快报公告。报告期内，集团实现营业收入1,739.64亿元，同比增加32.16亿元，增长1.88%。实现归属于母公司股东的 净利润500.17亿元，同比增加47.60亿元，增长10.52%；归属于母公司股东的扣除非经常性损益的净利润501.44亿元，同比增加59.37亿元，增长13.43%。 | | | | 单位:人民币自力元 | | --- | --- | --- | --- | | 项目 | 2025 年 | 2024 年 | 增减变动幅度(%) | | | (未经审计) | (经审计) | | | 营业收入 | 173, 964 | 170. 748 | 1.88 | | 营业利润 | 53.608 | 47. 443 | 12. 99 | | 利润息额 | 53. 374 | 48, 366 | 10. 35 | | 归属于母公司股东的净利润 | 50.017 | 45. 257 | 10. 52 | | 归属于母公司股东的扣除非经常性 | 50. 144 | 44, 207 | 13. 43 | ...

Group 1 - WuXi AppTec (药明康德) is a leading global pharmaceutical R&D outsourcing company with a comprehensive layout in AI healthcare, integrating AI technology throughout the drug development process [1] - The AI drug discovery platform developed by WuXi AppTec utilizes machine learning to analyze vast compound data, significantly shortening the early development cycle of small molecules and biologics [1] - The platform has been applied in new drug development projects for oncology and neurodegenerative diseases [1] Group 2 - Aier Eye Hospital (爱尔眼科) is a leading domestic eye care chain focusing on the intelligent upgrade of the entire eye diagnosis and treatment process through AI [2] - The AI fundus screening system developed by Aier can accurately identify common eye diseases with an accuracy rate exceeding 95%, implemented in over a thousand grassroots eye clinics and health check centers nationwide [2] - The company also utilizes AI technology to create personalized correction plans for myopia patients and enhance the precision and safety of surgeries [2] Group 3 - Kanglong Chemical (康龙化成) is a core player in the domestic pharmaceutical R&D outsourcing sector, leveraging AI technology to enhance R&D service efficiency [3] - The AI drug development platform integrates molecular simulation and machine learning, reducing compound screening cycles from months to weeks [3] - AI is also used to construct disease models and simulate drug metabolism processes, improving data accuracy and reducing animal usage [3] Group 4 - Tigermed (泰格医药) is a leading clinical trial CRO in China, focusing on the intelligent transformation of the entire clinical trial process through AI [4] - The AI clinical trial management system enables intelligent project initiation, patient recruitment, and data management, improving recruitment efficiency by over 30% [4] - AI algorithms are employed for real-time monitoring of clinical trial data, providing precise risk warnings and decision-making support for pharmaceutical companies [4] Group 5 - Kelaiying (凯莱英) is a global leader in the pharmaceutical CDMO sector, applying AI technology to enhance drug production and R&D [5] - AI algorithms are used to design optimal chemical synthesis pathways, reducing production costs and enhancing safety and yield [5] - The company has developed an AI drug R&D platform to predict the physicochemical properties and biological activity of compounds, aiding in the rapid selection of candidate drug molecules [5] Group 6 - Meinian Health (美年健康) is a leading health checkup company in China, with AI healthcare as a core driver for upgrading its services [6] - The AI intelligent health check system covers the entire process from appointment scheduling to health report interpretation, with AI imaging diagnosis achieving accuracy close to that of professional doctors [6] - The company integrates national health check big data to conduct chronic disease trend research, supporting public health decision-making [6] Group 7 - Zhaoyan New Drug (昭衍新药) is a leader in non-clinical safety evaluation of drugs, focusing on the intelligent upgrade of drug safety evaluation through AI [7] - The AI drug safety prediction platform integrates vast toxicology data and machine learning algorithms to predict potential toxicity of new drugs early [7] - AI technology is also used for intelligent monitoring of experimental animals, enhancing data accuracy and reliability [7] Group 8 - BGI Genomics (华大基因) is a leading global player in the field of gene sequencing, deeply integrating AI technology with gene sequencing [8] - AI algorithms are applied to analyze gene sequencing data, significantly improving the efficiency and accuracy of genetic disease diagnosis [8] - The company has developed a big data platform to support precision medicine and drug development through AI analysis of vast genetic data [8] Group 9 - Tongce Medical (通策医疗) is a leading domestic dental care chain focusing on the intelligent upgrade of dental diagnosis and treatment through AI [9] - The AI dental imaging diagnosis system can automatically analyze dental CT and panoramic images, assisting dentists in making accurate diagnoses [9] - The company also utilizes AI technology to optimize patient appointment and triage systems, enhancing patient flow and reducing wait times [9] Group 10 - Haoyuan Pharmaceutical (皓元医药) is a core player in the domestic pharmaceutical reagents and raw materials sector, focusing on intelligent upgrades in drug and reagent development through AI [10] - The AI molecular design platform significantly shortens the discovery cycle of lead compounds in drug development [10] - AI technology is also used to optimize inventory management, reducing costs and improving supply chain efficiency [10] Group 11 - Jiuzhou Pharmaceutical (九洲药业) is an important player in the domestic CDMO sector, focusing on the intelligent upgrade of drug production and R&D through AI [11] - AI algorithms are utilized to design optimal chemical synthesis pathways, enhancing yield and reducing production costs [11] - The company has developed an AI drug R&D platform to predict the biological activity and pharmacokinetic properties of compounds [11] Group 12 - KingMed Diagnostics (金域医学) is a leading third-party medical testing company in China, with AI healthcare applications throughout the testing process [12] - The AI data analysis system can automatically analyze vast testing data, quickly identifying abnormal indicators and generating reports [12] - The company also integrates national testing big data to conduct epidemiological research, supporting public health prevention efforts [12] Group 13 - Dian Diagnostics (迪安诊断) is a leading third-party medical diagnostic service provider, with AI healthcare as a core driver for enhancing diagnostic capabilities [13] - The AI diagnostic platform covers multiple fields, achieving over 90% accuracy in identifying tumor cells and infectious lesions [13] - AI technology is also used to optimize testing processes, improving laboratory throughput and efficiency [13] Group 14 - Chengdu XianDao (成都先导) is a leading new drug development company, deeply integrating AI technology with its core DNA-encoded compound library business [14] - AI algorithms are used to design DNA-encoded compound libraries, significantly improving screening efficiency and hit rates [14] - The company has developed a cloud computing platform for AI drug R&D, providing intelligent services to global pharmaceutical companies [14] Group 15 - Sanbo Brain Science (三博脑科) is a specialized medical service institution in the field of neurosurgery, with AI applications in both healthcare and brain-computer interface technology [15] - The AI neuroimaging diagnosis system can automatically analyze brain CT and MRI images, assisting in diagnosing neurological diseases [15] - The company collaborates with research institutions to conduct clinical studies on brain-computer interfaces, helping patients regain motor function [15] Group 16 - Innovation Medical (创新医疗) is a comprehensive medical service enterprise focusing on intelligent upgrades in rehabilitation and orthopedic diagnosis through AI [16] - The AI rehabilitation assessment system collects patient movement data to automatically evaluate rehabilitation effectiveness and adjust training plans [16] - AI technology is also used to analyze X-ray and CT images for orthopedic diagnosis, enhancing the precision of surgical planning [16]

金域医学表示，主要原因是由于部分应收账款回款周期延长，导致产生较大的信用减值损失。 北京商报讯(记者丁宁)1月13日晚间，金域医学（603882）发布公告称，经公司财务部门初步测算，预 计2025年年度归属净利润为负值，公司2025年年度经营业绩将出现亏损。 ...

智通财经APP讯，金域医学(603882.SH)发布公告，经公司财务部门初步测算，预计2025年年度归属于 上市公司股东的净利润为负值，公司2025年年度经营业绩将出现亏损，主要原因是由于部分应收账款回 款周期延长，导致产生较大的信用减值损失。 ...