Core Viewpoint - Cloud Wisdom (09678) has seen a significant stock price increase, with a rise of over 10% during trading, currently at 319.6 HKD, with a trading volume of 338 million HKD. This surge is attributed to a research report from Zhongsheng Group highlighting the company's strong industry barriers and growth potential in the medical sector [1]. Group 1 - The company has established partnerships with top-tier hospitals such as Peking Union Medical College Hospital, Beijing Friendship Hospital, and Hunan Xiangya Hospital, covering 40% of the top 100 hospitals in China [1]. - The report emphasizes that the vast and specialized data assets in vertical fields will form the company's core competitive advantage, supported by high-quality data training that creates an efficient data flywheel [1]. - The potential applications of the company's extensive data in reducing costs for medical insurance and commercial health insurance are noted as significant opportunities [1]. Group 2 - Revenue for Cloud Wisdom is expected to accelerate over the next three years, with projected revenues of 1.236 billion, 1.923 billion, and 2.918 billion HKD for 2025, 2026, and 2027, respectively, reflecting growth rates of 31.6%, 55.6%, and 51.7% [1]. - The company is anticipated to achieve profitability by 2026, driven by validated growth in its large model business and significant potential in AI clinical diagnosis and medical insurance cost reduction applications [1]. - A price-to-sales (PS) valuation of 25 times is assigned for 2026, with a target price set at 750.58 HKD [1].
港股异动 | 云知声(09678)盘中涨超10% 公司大模型业务增长得到验证 AI临床诊断与医保降费应用潜力较大