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【私募调研记录】久阳润泉资本调研南威软件

Group 1 - The core focus of Nanjing Software is on the health management sector, specifically through its initiative "Chashou Health," which aims to leverage institutional innovation and core capabilities in government information technology to gain a competitive edge in the health industry [1] - Chashou Health is positioned as a closed-loop health management service, offering free AI platform health knowledge services and aiming to build an industrial ecosystem with future revenue from personalized value-added services [1] - The company plans to collaborate closely with regional health commissions and local government systems to integrate health management services, targeting a high-quality startup phase [1] Group 2 - The three-year goal for Chashou Health is to validate the effectiveness of AI in health management and to establish itself as the first choice for users in health management services [1] - The health model integrates knowledge from experts at Peking University Medical School and top-tier hospitals, with plans to expand collaborations with experts across various fields [1] - Currently, the service is not subject to medical device regulations, but the company intends to keep pace with policy changes and actively apply for Class III certifications in the future [1] Group 3 - Nanjing Software has a strong partnership with Huawei, which will continue to develop in the health sector [1] - Chashou Health operates as an independent entity, receiving resource support while using AI to restructure traditional business models [1]