NeuSoft(SH:600718) Zheng Quan Shi Bao Wang·2025-05-15 11:09Core Viewpoint - Dongsoft Group is focusing on the intelligentization strategy for solutions in 2024, emphasizing AI and big data to enhance business innovation and achieve significant growth in new contracts [1][2]. Group 1: Business Performance - In 2024, Dongsoft signed new AI application contracts worth 678 million yuan and data value-related contracts worth 233 million yuan, representing a year-on-year growth of 207% [1]. - In Q1 2025, the company signed new AI application contracts worth 189 million yuan and data value-related contracts worth 78 million yuan, with a year-on-year growth of 54% [2]. - The AI+medical business saw a contract amount of 139 million yuan in Q1 2025, marking a year-on-year increase of 211% [2]. Group 2: Product Development - Dongsoft has launched innovative products in the fields of "AI+imaging and auxiliary diagnosis," "AI+medical assistant," and "AI+medical insurance," which are being applied in major medical institutions [3]. - The company released the "AI+medical" full series solution "Tianyi," covering eight medical industry empowerment bodies and implemented in dozens of hospitals [2][3]. - The "Flying Standard Medical Imaging Annotation Platform 5.0" has annotated 55 million images by the end of 2024, recognized as the only recommended commercial tool for AI-assisted marking by clinical experts [3]. Group 3: Strategic Acquisitions - Dongsoft's acquisition of 57% of Sire Technology has been approved by the shareholders' meeting and has passed the review by the State Administration for Market Regulation [4]. - The company is currently advancing the delivery and business change procedures related to this cash acquisition and is negotiating the purchase of the remaining 43% stake [4].