人民财讯1月14日电，卫宁健康（300253）1月14日公告，公司财务部门初步测算，预计2025年度归属于 上市公司股东的净利润为负值，公司2025年度经营业绩将出现亏损。 ...

智通财经APP讯，卫宁健康(300253.SZ)发布2025年年度业绩预告，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。 ...

格隆汇1月14日丨卫宁健康(300253.SZ)公布，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。公司将严格遵循《深圳证券交易所创业板股票 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。 ...

证券代码：300253 证券简称：卫宁健康 公告编号：2026-003 卫宁健康科技集团股份有限公司 关于 2025 年年度业绩预告的提示性公告 经卫宁健康科技集团股份有限公司（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。 公司将严格遵循《深圳证券交易所创业板股票上市规则》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。 公司指定的信息披露媒体为《证券时报》、《上海证券报》、《中 国证券报》和巨潮资讯网（www.cninfo.com.cn），有关公司信息均 以在上述媒体刊登的信息为准。敬请广大投资者理性投资，注意投资 风险。 特此公告。 卫宁健康科技集团股份有限公司 董 事 会 二〇二六年一月十四日 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 ...

Group 1 - The core viewpoint of the article is that the company, Weining Health, has developed AI models and related medical AI products, which have started to secure some customer contracts, but revenue generation is still in the early stages [1] - The company indicated that the cumulative contract amount for its AI products is currently low and represents a small proportion of the overall contract amount [1]

Core Viewpoint - The company has begun to secure contracts for its AI medical products, but revenue generation is still in the early stages and the total contract amount remains low compared to the overall contract value [2] Group 1: Company Developments - The company has a vast amount of medical data assets and advanced AI technology [2] - The AI large model and related medical AI products have obtained some customer contracts [2] - The cumulative contract amount is currently small and represents a low proportion of the company's total contract amount [2]

Core Viewpoint - The company acknowledges that its AI products, including WiNGPT-related offerings, have secured some customer contracts, but revenue generation is still in the early stages and the total contract amount remains low compared to the overall contract value [1]. Group 1 - The company has a significant amount of medical data assets and advanced AI technology [1]. - The AI large model and related medical AI products have obtained some customer contracts [1]. - The cumulative contract amount for these AI products is still relatively small and constitutes a low proportion of the company's total contract amount [1].

申万宏源证券表示，2024年为基础大模型高速迭代期，2025年部分公司开始披露AI订单，新技术进入 应用初期。2026年基础大模型能力提升将推动AI应用商业化加速，软件行业迎来市值快速提升阶段。 中国软件行业以乙方定制化为特色，软件供应商通过深度定制开发积累行业know-how，与大模型形成 互补壁垒，AI应用落地更可能由软件公司实现。 2026年1月14日，A股软件概念再度走强。截至10:56，中证软件指数强势上涨6.61%，盘中一度涨超 7%。成分股用友网络、石基信息涨停，中科星图涨超12%，卫宁健康、合合信息等个股跟涨。 中信建投证券指出，AI大模型正从"生成"迈向"能推理、能行动"的Agent阶段，行业竞争焦点转向改造 用户行为与任务流程的能力，将推动企业端AI应用从"降本"到"增收"，2026年商业化进程加速。 消息面上，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》。方案 指出，加快培育流程自动化助手、智慧巡检数字人、具身智能装备等自决策、自执行、自演进的工业场 景智能体。其中提到，实施工业互联网与人工智能融合赋能行动，推动人工智能技术在工业全链条渗 透。 风险 ...

Core Viewpoint - The AI healthcare sector is experiencing significant growth, with both A-shares and Hong Kong stocks showing strong performance, particularly in AI medical ETFs and related stocks [1][2][3] Group 1: A-share Market Performance - The largest medical ETF in the A-share market (512170) surged by 3%, reaching a near three-month high, with active trading exceeding 1 billion CNY within the first hour of trading [1] - Key stocks such as Meiyuan Health and Weining Health saw substantial gains, with Meiyuan Health achieving a four-day consecutive rise and Weining Health spiking by 14% at one point [1] Group 2: Hong Kong Market Performance - The Hong Kong medical sector continues to strengthen, with the Hong Kong Stock Connect medical theme index rising consistently since the beginning of the year, led by Alibaba Health, which increased by nearly 10% [2] - The newly listed Hong Kong Stock Connect medical ETF (159137) has seen significant gains, with a trading volume exceeding 110 million CNY and a peak increase of nearly 3% within three days of its launch [2] Group 3: AI Healthcare Developments - Recent collaborations in the AI healthcare field include a partnership between NVIDIA and Eli Lilly to invest 1 billion USD over five years in an AI drug development lab in Silicon Valley [3] - In China, Tsinghua University's team has developed an AI-driven high-throughput drug virtual screening platform, DrugCLIP, with research results published in the journal Science [3] - The penetration rate of AI healthcare applications is rapidly increasing, with Ant Group's AI assistant, Antifufu, surpassing 30 million monthly active users, and OpenAI's ChatGPT Health reaching over 40 million daily users globally [3] Group 4: Brain-Computer Interface Developments - Elon Musk announced that Neuralink's brain-computer interface products are set to enter mass production by 2026, with nearly automated surgical procedures [3] - Strong Brain Technology, a leading domestic company in the brain-computer interface sector, has submitted an IPO application to the Hong Kong Stock Exchange [3] - The Ministry of Industry and Information Technology in China has indicated a focus on quantum technology and brain-computer interfaces during the 14th Five-Year Plan, emphasizing technological breakthroughs and enterprise cultivation [3]

Core Viewpoint - The AI application sector is experiencing significant growth, with a 6.6% increase in early trading, driven by advancements in AI technology and its commercial applications across various industries [1][2]. Group 1: Market Performance - The AI application sector saw a total trading volume exceeding 7.917 billion yuan, with 74 stocks participating in the trading [1]. - Notable stocks such as Zhuoyi Information, Zhide Mai, and Guangyun Technology reached the daily limit increase of 20%, while several others saw increases exceeding 8% [1]. Group 2: Industry Trends - The market is currently focused on the accelerated commercialization of AI applications, particularly in marketing, e-commerce, healthcare, and media, as the cost of inference decreases and model capabilities improve [2][3]. - Institutions predict that 2026 will be a pivotal year for AI applications, marking a transition from technology validation to commercial promotion [2][3]. Group 3: Growth Projections - According to a report by the China Business Advertising Association, the global GEO market is expected to reach $11.2 billion by 2025, with the Chinese market projected at 2.9 billion yuan [3]. - By 2030, the global GEO market is anticipated to grow to $100.7 billion, with a 5-year CAGR of 55%, while the Chinese market is expected to reach 24 billion yuan, with a 5-year CAGR of 53% [3]. Group 4: Sector-Specific Insights - AI marketing is evolving with the rise of generative search (GEO), transforming traditional search engine optimization into a necessity for marketing [5]. - AI applications in e-commerce, healthcare, office automation, and media are becoming increasingly prevalent, providing significant growth opportunities for companies in these sectors [6].