金融界8月6日消息，有投资者在互动平台向卫宁健康提问：字节跳动砸60亿建AI超级医院，贵公司是 否有相关技术储备，与字节有无合作。 公司回答表示：您好，感谢您的关注。根据2025年7月IDC最新发布的《中国医疗核心系统市场份额， 2024：新一轮验证》研究报告，2024年在中国医院核心系统主要厂商市场份额中，卫宁健康继续排名第 一（公司在2020-2024年已连续五年排名第一）。公司技术实力雄厚，现有6000多家客户中既有大量公 立医院，也有诸多非公立医院，公司有能力为不同类型的医疗机构提供高水平的解决方案，具体请查阅 公司网站、定期报告等。 来源：金融界 ...

两融数据显示，该股最新融资余额为13.14亿元，近5日增加1.65亿元，增幅为14.34%。（数据宝） 8月4日卫宁健康大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | 625.00 | 7012.50 | 11.22 | 0.00 | 太平洋证券股份有限公司上 | 海通证券股份有限公司上海 | | | | | | 海黄浦区黄河路证券营业部 | 徐汇区建国西路证券营业部 | | 356.00 | 3994.32 | 11.22 | 0.00 | 太平洋证券股份有限公司上 | 海通证券股份有限公司上海 | | | | | | 海黄浦区黄河路证券营业部 | 徐汇区建国西路证券营业部 | （文章来源：证券时报网） 卫宁健康8月4日大宗交易平台共发生2笔成交，合计成交量981.00万股，成交金额1.10亿元。成交价格均 为11.22元。 进一步统计，近3个月内该股累计发生13笔 ...

Investment Rating - The report maintains a "Recommended" rating for the AI sector, indicating a positive outlook for the industry based on current developments and market conditions [2][32]. Core Insights - The AI industry is experiencing significant support from both central and local government policies, which aim to enhance the integration of AI technologies across various sectors such as manufacturing, services, healthcare, and education [8][9]. - ByteDance has launched the "Seed Diffusion Preview," an experimental language model that significantly improves code generation speed and accuracy, achieving a performance increase of 5.4 times compared to traditional models [13][14]. - Major tech companies like Microsoft and Meta have reported strong financial results, driven by their AI and cloud computing segments, with Microsoft achieving a quarterly revenue of $764.4 billion and Meta's ad revenue growing by 21% [18][21]. Summary by Sections 1. Artificial Intelligence - Central and local governments have introduced policies to support AI development, including the "Artificial Intelligence+" action plan, which emphasizes leveraging China's comprehensive industrial system and large market scale [8]. - Shanghai has implemented measures to expand AI applications, including the issuance of 1 billion yuan in AI vouchers to support various AI-related initiatives [9][10]. - ByteDance's "Seed Diffusion Preview" model focuses on code generation, achieving a speed of 2146 tokens per second, which is a significant advancement in the field [13][14]. 2. Market Performance Review - The computer sector saw a slight decline of 0.20% in the last week of July 2025, with notable stock performances from companies like Chuangzhong Technology and Zhuoyi Information, which increased by over 20% [26]. - Microsoft and Meta's financial results highlight the robust growth in their AI and cloud services, with Microsoft reporting a 34% increase in Azure revenue and Meta's ad revenue growing significantly [18][21].

Market Performance - As of August 1, the DRG/DIP concept increased by 1.87%, ranking second among concept sectors, with 19 stocks rising, including Saily Medical, Sichuang Medical, and Jiayuan Technology, which rose by 6.20%, 5.04%, and 5.00% respectively [1] - The top-performing concept sectors included Animal Vaccines at 2.22% and BC Batteries at 1.71%, while the worst performers included the China Shipbuilding System at -2.54% and Military Equipment Restructuring at -1.90% [2] Capital Flow - The DRG/DIP concept sector saw a net inflow of 109 million yuan, with 14 stocks receiving net inflows, and 10 stocks exceeding 10 million yuan in net inflow, led by Weining Health with a net inflow of 93.03 million yuan [2] - Other notable net inflows included Saily Medical at 33.50 million yuan, Rongke Technology at 31.92 million yuan, and Sichuang Medical at 30.87 million yuan [2] Stock Performance - The top stocks in the DRG/DIP concept based on net capital inflow included Weining Health with a 3.31% increase and a turnover rate of 9.45%, followed by Saily Medical at 6.20% and a turnover rate of 25.56% [3] - Other significant performers included Rongke Technology at 2.31% and Sichuang Medical at 5.04%, with respective net inflow ratios of 6.05% and 5.47% [3][4]

Core Viewpoint - The stock price of Weining Health closed at 11.23 yuan, marking a 3.31% increase, with a rolling PE ratio of 324.55, the lowest in 89 days, and a total market capitalization of 24.848 billion yuan [1] Company Summary - Weining Health Technology Group Co., Ltd. focuses on integrated solutions in the healthcare sector, providing research, sales, and technical services, primarily in software and services, hardware sales, and internet healthcare [1] - As of July 31, 2025, the number of shareholders is 121,522, a decrease of 2,326 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Financial Performance - In the first quarter of 2025, Weining Health reported revenue of 345 million yuan, a year-on-year decrease of 30.24%, and a net profit of 5.2894 million yuan, down 68.18%, with a gross profit margin of 34.46% [1] Industry Comparison - The average PE ratio for the software development industry is 123.47, with a median of 85.64, placing Weining Health at the 177th position in the industry ranking [1][2] - The static PE ratio for Weining Health is 282.71, while the industry average is 132.65 [2]

通过天眼查大数据分析，卫宁健康科技集团股份有限公司共对外投资了50家企业，参与招投标项目5000 次，知识产权方面有商标信息76条，专利信息502条，此外企业还拥有行政许可20个。 来源：金融界 卫宁健康最新一期业绩显示，截至2025一季报，公司营业总收入3.45亿元、同比减少30.24%，归属净利 润528.94万元，同比减少68.18%，扣非净利润477.31万元，同比减少45.06%，流动比率3.430、速动比率 3.350、资产负债率30.44%。 天眼查商业履历信息显示，卫宁健康科技集团股份有限公司，成立于2004年，位于上海市，是一家以从 事互联网和相关服务为主的企业。企业注册资本216035.3596万人民币，实缴资本10700万人民币。公司 法定代表人为周炜。 金融界消息 截至2025年8月1日收盘，卫宁健康（300253）报收于11.23元，上涨3.31%，换手率9.45%， 成交量180.83万手，成交金额20.26亿元。 资金流向方面，今日主力资金净流入8135.51万元，占比成交额4.02%。其中，超大单净流入5215.54万 元、占成交额2.57%，大单净流入2919.97万元、占成 ...

截至2025年8月1日 09:51，中证软件服务指数上涨0.29%，成分股深信服上涨5.32%，卫宁健康上涨3.31%，中国软件上涨1.90%，东华软件上涨1.73%，同花 顺上涨1.55%。软件ETF(159852)上涨0.35%。 流动性方面，软件ETF盘中换手2.51%，成交1.29亿元。拉长时间看，截至7月31日，软件ETF近1周日均成交4.07亿元，排名可比基金第一。 规模方面，软件ETF近1周规模增长1618.51万元，实现显著增长，新增规模位居可比基金第一。资金流入方面，拉长时间看，软件ETF近5个交易日内有4日 资金净流入，合计"吸金"1.48亿元。 截至7月31日，软件ETF近3年净值上涨8.43%。从收益能力看，截至2025年7月31日，软件ETF自成立以来，最高单月回报为39.35%，最长连涨月数为3个 月，最长连涨涨幅为69.40%，上涨月份平均收益率为9.75%。 7月31日国务院常务会议召开，会议审议通过《关于深入实施"人工智能+"行动的意见》。会议指出，要深入实施"人工智能+"行动，大力推进人工智能规模 化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优势，推动 ...

截至2025年7月30日收盘，卫宁健康股价报10.79元，较前一交易日上涨0.29元，涨幅2.76%。当日开盘 价为10.41元，最高触及10.93元，最低下探10.35元，成交量为152.96万手，成交额达16.37亿元。 卫宁健康属于软件开发行业，业务涵盖医疗信息化解决方案，主要服务于医疗机构的信息系统建设。公 司总部位于上海，是深成500指数成分股之一。 风险提示：股市有风险，投资需谨慎。 来源：金融界 7月30日盘中，卫宁健康股价快速反弹，5分钟内涨幅超过2%，截至10点32分，股价报10.6元，成交2.24 亿元。 当日主力资金净流入20834.95万元，占流通市值的1.01%。 ...

沪指7月30日上涨0.17%，申万所属行业中，今日上涨的有14个，涨幅居前的行业为钢铁、石油石化， 涨幅分别为2.05%、1.84%。跌幅居前的行业为电力设备、计算机，跌幅分别为2.22%、1.59%。计算机 行业位居今日跌幅榜第二。 资金面上看，两市主力资金全天净流出666.55亿元，今日有7个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.63%，全天净流入资金11.36亿元，其次是传媒行业，日涨幅为 0.99%，净流入资金为10.29亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金104.72亿元，其 次是电子行业，净流出资金为82.71亿元，净流出资金较多的还有电力设备、有色金属、非银金融等行 业。 300264 佳创视讯 3.05 12.79 1577.47 计算机行业今日下跌1.59%，全天主力资金净流出104.72亿元，该行业所属的个股共335只，今日上涨的 有48只；下跌的有283只。以资金流向数据进行统计，该行业资金净流入的个股有68只，其中，净流入 资金超5000万元的有6只，净流入资金居首的是卫宁健康，今日净流入资金2.03亿 ...

证券之星消息，7月30日软件开发板块较上一交易日下跌1.65%，国投智能领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688095 | 福听软件 | 78.69 | 2.86% | 4.70万 | | 3.71亿 | | 688171 | 纬德信息 | 37.97 | 2.84% | 1.87万 | 6887.43万 | | | 300253 | 卫宁健康 | 10.79 | 2.76% | 152.96万 | | 16.37亿 | | 600455 | 博通股份 | 28.55 | 1.89% | 2.72万 | 7838.46万 | | | 688168 | 安博通 | 77.38 | 1.71% | 1.88万 | | 1.46亿 | | 688615 | 合合信息 | 183.64 | 1.47% | 2.39万 | | 4.35亿 | ...