医疗数智化建设驶入快车道 机构看好概念股成长空间

Group 1 - Huawei officially launched the AI data platform for the medical field on December 7, which is built on the OceanStor A800 storage and includes three core technologies: knowledge generation and retrieval, memory extraction and recall, and UCM inference acceleration [1] - The successful implementation of Huawei's AI data platform at West China Hospital exemplifies the empowerment of AI technology in the medical sector, addressing the long-standing "triangle constraint" of cost, quality, and accessibility [1] - The Chinese AI medical industry is projected to reach a market size of 115.7 billion yuan by 2025 and is expected to grow to 159.8 billion yuan by 2028, with a compound annual growth rate of 10.5% from 2022 to 2028 [1] Group 2 - The AI medical imaging and AI pharmaceutical sectors are experiencing rapid growth, with the AI medical imaging market expected to exceed 15 billion yuan by 2025 and reach 23.57 billion yuan by 2026 [2] - The AI pharmaceutical market is projected to grow from 730 million yuan in 2024 to 5.86 billion yuan by 2028, with a compound annual growth rate of 68.5% [2] - There are currently 33 concept stocks in the A-share market related to AI medical, with 10 companies disclosing collaborations with Huawei in AI medical applications, including RunDa Medical, Weining Health, and Dian Diagnostics [2] Group 3 - United Imaging Healthcare stated that all its imaging diagnostic equipment has been empowered by AI platforms, enhancing various aspects such as hardware, software, applications, and workflows [3] - Among the 14 AI medical concept stocks that received significant institutional attention, 13 are expected to see profit growth by 2025, with companies like Hongbo Pharmaceutical, Dian Diagnostics, and Weining Health projected to have profit increases exceeding 100% or to turn profitable [3]