科大讯飞数据资源超6000万元, 研发投入同比增长24.62%

Core Insights - Keda Xunfei reported a data resource of 61.74 million yuan in its 2024 annual report, making it the highest listed company in the software and information technology services sector in terms of reported amounts [2] - The company has been focusing on the intelligent voice and artificial intelligence sectors while also expanding into the smart healthcare sector, with R&D investment showing a consistent upward trend over the past three years [2][11] - In 2024, Keda Xunfei's R&D investment reached 1.996 billion yuan, a year-on-year increase of 24.62% from 1.602 billion yuan in 2023 [2] Smart Healthcare Development - Keda Xunfei's AI diagnostic assistant is expected to experience rapid growth, with significant room for penetration in the 2,843 counties across mainland China [7] - As of December 31, 2024, the AI diagnostic assistant has covered over 670 counties in more than 30 provinces, with applications in over 70,000 grassroots medical institutions, providing approximately 910 million AI-assisted diagnostic suggestions [7] - The accuracy of assisted diagnoses has improved from about 90% in 2021 to approximately 95% currently, while prescription review accuracy has also increased from about 93% to 95% [7] Competitive Landscape - Keda Xunfei has previously challenged the market share claims of its competitor, Yunzhisheng, which is attempting to go public after multiple unsuccessful attempts [8][10] - In 2023, Keda Xunfei's medical AI revenue was the largest in China's medical AI industry, with a market share of 61.5% in the CDSS market for grassroots medical institutions [11] - Other companies in the software services sector, such as Donghua Software and Shenzhou Digital, are also actively entering the smart healthcare field, with various AI-based products and solutions being developed [12][13] R&D Investment Comparison - Among the listed companies, Daily Interactive has the highest R&D investment as a percentage of revenue at 36.13%, followed by Keda Xunfei at 19.62%, while Shenzhou Digital has the lowest at only 0.32% [15]