Core Viewpoint - Airdoc Technology (2251.HK) reported a turnaround in profitability for the first half of 2025, achieving a net profit of 443,000 RMB, with treatment business revenue accounting for 31.6% of total revenue. The company continues to drive AI applications and deepen its integrated diagnosis and treatment strategy, laying a solid foundation for long-term development through cost reduction, efficiency improvement, and product innovation [1][10]. Group 1: AI Product Lines and Performance - The retinal detection AI product line detected 3.3 million UVs in the first half of 2025, a year-on-year increase of 11.4%, with a cumulative total of 100,000 significant positive cases identified, contributing to reduced long-term disease burden for individuals and families [2][12]. - Active service points for the retinal detection AI product reached 7,180, a 20.7% increase year-on-year, with 346 active locations in grade hospitals, up 41.8% [2][11]. - The myopia prevention AI product line recorded 2.812 million UVs, a 68.1% increase, serving 58,000 users, while the visual training AI had 1.026 million UVs, an 11.6% increase, with a total of 36,000 users served [3][15][16]. Group 2: Technological Advancements - Airdoc's myopia prevention AI product has integrated the Wanyu large model, transforming it into a 'family optometrist' with autonomous decision-making capabilities, enhancing the efficacy of photobiological modulation therapy (PBMT) [4][23]. - The new portable fundus camera (AI-FD16U) was approved in January 2025, weighing only 1.3 kg and featuring touchscreen and voice interaction capabilities [4][25]. - The Wanyu medical large model was upgraded in February 2025, applying generative AI technology across various fields, including AI fundus detection and AI myopia prevention [4][27]. Group 3: Global Expansion and Research Achievements - Airdoc is accelerating its global layout, with AI product service points covering regions including the EU, Singapore, Thailand, and several other countries, increasing overseas market revenue share to 12.3% [6][21]. - Research collaborations have led to significant publications, including a deep learning model for identifying mild cognitive impairment in coronary artery disease patients, published in the journal "Heart," and a skin cancer early screening system published in "Nature Medicine," improving detection accuracy by 11% [6][31][33]. - The company has received 13 new patents, bringing the total to 283, including a digital occlusion therapy that addresses patient compliance issues [5][35].
鹰瞳科技（2251.HK）2025中期业绩发布：扭亏为盈，AI诊疗一体化战略加速落地