健康管理平台和解决方案（HMPS）新增河北和广州两地"惠民保"业务。 机构：光大证券 研究员：付天姿/王贇 事件：近期公司在AI 医疗创新领域取得多项进展，包括深度参与北京市医疗领域国家人工智能应用中 试基地、中标III 期临床研究项目、新增河北和广州两地"惠民保"业务。 深度参与中试基地建设，以核心技术共筑AI 医疗创新高地。9 月12 日，公司作为北京市医疗领域国家 人工智能应用中试基地的核心生态伙伴，深度参与平台建设与场景创新，推动多项标杆项目落地：开发 区域级受试者招募AI智能体，全面提升受试者招募效率与精准度，解决临床研究受试者招募难、招募 慢的核心痛点，已在6 个项目中落地验证；开发北京市AI 应用插件程序，以统一入口方式整合集成多 AI 应用，大幅减轻医疗机构用户操作和系统集成负担。2025 年8 月，国务院发布《关于深入实施"人工 智能+"行动的意见》，文件指出，要优化应用发展环境，布局建设一批国家人工智能应用中试基地。 而后，上海、北京、广州、浙江相继宣布启动医疗领域国家人工智能应用中试基地，我们认为公司基于 医疗大模型技术将深度受益。 生命科学解决方案（LSS）中标III 期临床研究项目， ...

2025 年 11 月 23 日 公司研究 AI 医疗创新领域取得多项进展，医疗大模型构建"数据-算法-场景"飞轮闭环 ——医渡科技（2158.HK）跟踪点评报告 要点 事件：近期公司在 AI 医疗创新领域取得多项进展，包括深度参与北京市医疗 领域国家人工智能应用中试基地、中标 III 期临床研究项目、新增河北和广州 两地"惠民保"业务。 深度参与中试基地建设，以核心技术共筑 AI 医疗创新高地。9 月 12 日， 公司作为北京市医疗领域国家人工智能应用中试基地的核心生态伙伴，深度参 与平台建设与场景创新，推动多项标杆项目落地：开发区域级受试者招募 AI 智能体，全面提升受试者招募效率与精准度，解决临床研究受试者招募难、招 募慢的核心痛点，已在 6 个项目中落地验证；开发北京市 AI 应用插件程序， 以统一入口方式整合集成多 AI 应用，大幅减轻医疗机构用户操作和系统集成 负担。2025 年 8 月，国务院发布《关于深入实施"人工智能+"行动的意见》， 文件指出，要优化应用发展环境，布局建设一批国家人工智能应用中试基地。 而后，上海、北京、广州、浙江相继宣布启动医疗领域国家人工智能应用中试 基地，我们认为公司 ...

Core Insights - The three principles proposed by the founder of Yidu Technology, Ms. Gong Rujing, emphasize that AI should not replace doctors, should remain contextually relevant, and should not abandon inclusivity in healthcare [1][9] - The forum held in Kuala Lumpur gathered global investment leaders and industry experts to discuss the future of AI in healthcare [1] Group 1: AI in Healthcare - Ms. Gong Rujing highlighted that there is no "universal AI," but rather precise solutions that fit into workflows, emphasizing the need for high-quality medical data and seamless integration into the entire diagnostic and treatment process [3][4] - Yidu Technology's "AI Medical Brain" YiduCore has processed over 6 billion medical records, establishing a robust foundation for AI applications in healthcare [4] - The company has developed over 1,000 intelligent agents covering various clinical needs, significantly improving efficiency and standardization in areas like oncology [4][6] Group 2: Inclusivity in Healthcare - The ultimate mission of AI in healthcare is to provide accessible and affordable health services to everyone, as stated by Ms. Gong Rujing [6] - Yidu Technology has participated in the development of health insurance projects across multiple provinces, offering insurance products with annual premiums as low as 100 yuan, benefiting millions [6][7] - The company has served over 40 million insured users, demonstrating the social equity driven by technology [6] Group 3: Globalization and Localization - Ms. Gong Rujing emphasized that globalization in AI healthcare should not be a mere replication of solutions but should involve "technology generalization + local adaptation" to create value with local partners [8] - Yidu Technology has implemented localized projects, such as the BruHealth digital health platform in Brunei, covering over 60% of the population [8] - The company is also involved in Singapore's "MIC@Home" project, supporting remote monitoring and management of discharged patients [8]

Core Viewpoint - The company, Yidu Tech (02158.HK), announced that it will hold a board meeting on November 27, 2025, to consider and approve its unaudited consolidated interim results for the six months ending September 30, 2025, and to discuss the potential declaration of an interim dividend, if any [1] Summary by Relevant Sections - **Company Announcement** - Yidu Tech will conduct a board meeting on November 27, 2025 [1] - The meeting will focus on the unaudited consolidated interim results for the six months ending September 30, 2025 [1] - The board will also consider the declaration of an interim dividend [1]

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分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。 承董事會命 醫渡科技有限公司 執行董事兼董事長 宮盈盈 香港，2025年11月17日 於本公告日期，執行董事為宮盈盈女士、徐濟銘先生、封曉瑛女士及謝麗博士；非執行董事為曾鳴先生；及獨立非執行 董事為馬維英博士、潘蓉容女士及張林琦教授。 Yidu Tech Inc. 醫渡科技有限公司 ( 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ) (股份代號：2158) 董事會會議通告 醫渡科技有限公司（「本公司」，連同其附屬公司及其綜合聯屬實體，統稱為「本集團」）董事 （「董事」）會（「董事會」）謹此宣佈，本公司將於2025年11月27日（星期四）舉行董事會會議，藉 以（其中包括）考慮及批准本集團截至2025年9月30日止六個月之未經審核合併中期業績及其 發佈以及考慮派發中期股息（如有）。 ...

Group 1 - The core viewpoint of the news highlights the successful launch of the "Beijing Universal Health Insurance" project, which gained significant attention from the public, achieving over 2 million participants within just 10 days of its launch in 2026 [1] - Yidu Technology (医渡科技) has been providing comprehensive technical support and operational services for the "Beijing Universal Health Insurance" for five consecutive years, contributing to the development of a multi-tiered medical security system in the capital [1] - The project requires a robust operational platform with capabilities in product design, system platform construction, marketing, customer service, and claims processing, emphasizing the need for strong technological capabilities [1] Group 2 - Yidu Technology utilizes its "Medical Intelligent Brain" YiduCore to create intelligent models and manage risk prediction for large populations, offering a one-stop solution for product design, system construction, platform operation, marketing, customer service, and claims processing [1] - The company has participated in the development and operation of health insurance projects in 5 provinces and 13 cities, including Beijing, Shenzhen, and Hebei [1] Group 3 - Market sentiment reflects confidence in Yidu Technology's growth prospects, as evidenced by significant net purchases from southbound funds, totaling 102.6 million shares on November 11 [2] - As of November 11, southbound funds held a total of 249 million shares of Yidu Technology, with a cumulative market value of 1.376 billion HKD, representing a holding ratio of 23.27% [2]

Core Insights - The National Healthcare Security Administration's Big Data Center announced the list of project undertakers for 2025, with Yidu Technology winning two projects related to AI-assisted classification of medical consumables and the construction of disease archives [1][2] - The projects align with the recent implementation opinions from the National Health Commission and other departments, emphasizing the integration of healthcare, medical insurance, and pharmaceuticals, showcasing the company's strong application capabilities in this field [1][2] Group 1 - The two awarded projects focus on "intelligent classification of medical consumables" and "standardization of disease archives," which are critical issues in current medical insurance reforms and data application [1] - The implementation opinions highlight the need to enrich medical data supply, promote collaboration among healthcare sectors, and enhance data sharing and compliance [1] Group 2 - Yidu Technology has over ten years of experience in medical big data and AI, having processed more than 6 billion medical records and covering over 4,000 medical institutions nationwide, impacting 1.15 billion patients [2] - The company's systematic capabilities support the collaboration of healthcare sectors and data interconnectivity, reflecting its excellence in data governance, modeling methodologies, and AI application [2] - Yidu Technology aims to deepen its focus on medical insurance big data, real-world research, and AI, driving the transformation of innovative results into practical applications for a new model of efficient and intelligent medical insurance governance [2]

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 | | | 致：香港交易及結算所有限公司 公司名稱: 醫渡科技有限公司 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 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02158 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | USD | | 0.00002 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 2,500,000,000 | USD | | 0.00002 USD | | 50,000 | 第 2 頁 共 10 頁 v 1.1.1 III.已發行股份及/或庫存股份變動詳情 本月底法 ...

Group 1 - The "Sui Sui Kang" supplementary health insurance program in Guangzhou has opened for enrollment for the 2026 fiscal year, with over 2 million participants on the first day [1] - The program, initiated in December 2020, allows for insurance coverage without age or pre-existing condition restrictions, and offers reimbursement for self-paid medications without disease or drug type limitations [1] - The annual premium remains at 180 yuan, providing coverage up to 2.45 million yuan, including hospitalization, outpatient services, and more [1] Group 2 - The first five-year pilot of "Sui Sui Kang" has been successfully completed, with stable enrollment between 3.53 million and 3.84 million participants from 2021 to 2025, and an annual renewal rate exceeding 80% [3] - Over the five years, the program has provided coverage for 18.28 million instances, with 880,000 claims totaling 2.57 billion yuan, reducing the financial burden of medical expenses by 37.8% for claimants [3] - In 2026, the program will introduce a subsidy of 200 to 400 yuan for eligible insured individuals, enhancing participant satisfaction [3] Group 3 - Yidu Technology, a leader in AI healthcare, has developed the "AI Medical Brain" YiduCore, which offers comprehensive solutions for urban insurance programs, including product design, system setup, and intelligent claims processing [4] - The company has participated in the development and operation of "benefit insurance" projects across 5 provinces and 13 cities, serving over 40 million insured users [4] - Yidu Technology aims to leverage its technological expertise and operational capabilities to enhance the smart and inclusive service experience of the "Sui Sui Kang" program for Guangzhou residents [4]

Group 1 - The core viewpoint of the report indicates that the "14th Five-Year Plan" released by the 20th National Congress exceeds market expectations, alongside signs of easing US-China relations and strengthened expectations for US Federal Reserve interest rate cuts, which will support the Hong Kong stock market's transition from "suppressed" to "rising" in the fourth quarter [1] - As of October 24, southbound funds have accumulated holdings of 241 million shares in Hong Kong stocks, with a total market value of 1.368 billion HKD, representing a holding ratio of 22.48% [2] Group 2 - Medtronic Technology (2158.HK), an "AI + healthcare" company, has gained significant attention from southbound funds, with net purchases of 609,200 shares on October 24, amounting to a net buy of 3.4663 million HKD, marking 11 consecutive days of net buying and a total net purchase exceeding 100 million HKD [1] - Over the past 30 trading days, southbound funds have cumulatively net bought 14.4 million HKD of Medtronic Technology [1]