Thinkon Semi(SH:688233) Zheng Quan Ri Bao Wang·2025-12-30 07:41Core Viewpoint - The launch of the NeuViz P10 photon counting CT by Neusoft Medical marks a significant advancement in China's high-end medical imaging equipment, showcasing the country's transition from following to leading in this technology [1][2]. Group 1: Product Innovation - The NeuViz P10 is the world's first 8cm wide photon counting CT, filling a technological gap in high-end medical imaging equipment in China [1]. - The device features a spatial resolution of 50 lp/cm and reduces radiation dosage by over 90%, significantly decreasing the amount of contrast agent used [2]. - It incorporates a new generation supersonic platform for cardiac imaging and an intelligent platform with 17 proprietary AI technologies, enhancing diagnostic efficiency and patient experience [2][3]. Group 2: Market Position and Growth - Since 2000, the market share of domestic CT equipment has risen from nearly zero to over 50% by the end of 2024, driven by policy support and growing market recognition [4]. - Neusoft Medical's partnership with General Technology Group has accelerated its R&D and internationalization efforts, shortening the development cycle of NeuViz P10 by approximately 18 months [4]. Group 3: International Expansion - Neusoft Medical is expanding its imaging cloud platform across provinces in China and plans to promote comprehensive solutions in Belt and Road Initiative countries [4]. - The company is building a high-end imaging network in Kazakhstan and establishing cross-border collaboration laboratories in Africa [4]. Group 4: Future Outlook - The company envisions that "China Intelligent Manufacturing" in medical equipment will become a national treasure, contributing to the construction of a healthy China and a manufacturing powerhouse [5].