2025年医疗人工智能产业报告-蛋壳研究院

Core Insights - The 2025 Medical Artificial Intelligence (AI) industry report indicates that while the sector has not yet achieved large-scale profitability, it is experiencing strong growth, with the market for medical AI solutions in China expected to reach 16.4 billion yuan in 2024 and expand to 35.3 billion yuan by 2030, reflecting a CAGR of 13.63% [1][9][19] - The development of the industry is driven by a triad of capital, policy, and physician engagement, with breakthroughs in large model technology lowering application barriers and leading major hospitals to deploy and participate in specialized model development [1][9][20] - Despite the growth, the industry faces a core dilemma of value divergence, where balancing patient efficacy and departmental benefits remains challenging, leading to insufficient willingness and ability of hospitals to pay, thus hindering commercialization [1][10][30] Market Overview - The medical AI solutions market in China is projected to grow from 16.4 billion yuan in 2024 to 35.3 billion yuan by 2030, with a CAGR of 13.63% [9][19] - Factors influencing market growth include the application range of medical AI, hospitals' willingness to purchase AI solutions, approval costs, data acquisition difficulties, and competitive landscape [9][10] Clinical Applications - Medical AI has penetrated various clinical specialties such as thoracic surgery, cardiology, orthopedics, and support departments like radiology and pathology, enhancing diagnostic efficiency, surgical planning, and process optimization [1][10][25] - The grassroots medical sector has seen relatively successful commercialization due to policy support and demand alignment, with AI effectively addressing talent and capability gaps [1][10] Data Assetization - The sustainable growth of the medical AI industry hinges on data assetization, with intelligent governance of medical data reducing R&D costs and promoting data circulation and reuse [1][10][27] - The establishment of a trustworthy data space and in-market data transactions are crucial for enhancing data flow and utilization [1][10] Case Studies - Companies like Deepwise Medical, Neusoft Group, and JD Health are setting benchmarks through innovations in multimodal large models and intelligent solutions, empowering clinical processes, research transformation, and grassroots medical coverage [1][10][27]