创业慧康：HI-HIS系统助力，AI打造智慧医疗生态

Investment Rating - The investment rating for the company is not explicitly stated in the provided documents, but it is implied that the company is recommended for continuous attention due to its integration of AI in medical applications [6]. Core Insights - The company reported a revenue of 727 million yuan for the first half of 2024, representing a year-on-year growth of 3.17%. The net profit attributable to shareholders was 27 million yuan, up 14.03% year-on-year, while the non-recurring net profit was 25 million yuan, increasing by 36.77% [2][6]. - The gross margin for the first half of 2024 was 54.21%, an increase of 2.32 percentage points compared to the previous year [6]. - The company is leveraging its new generation HI-HIS system and AI technology to build a smart medical ecosystem, with over 50 ongoing projects, predominantly in tertiary hospitals [6]. - The intelligent doctor Copilot, developed by the company, has been implemented in Zhejiang University Second Hospital, significantly reducing doctors' time by nearly 60% with a 95% accuracy rate [6]. Financial Performance Summary - For the first half of 2024, the company achieved a revenue of 727 million yuan, with a net profit of 27 million yuan and a non-recurring net profit of 25 million yuan [6]. - The second quarter of 2024 saw a revenue of 351 million yuan, a decrease of 1.32% year-on-year, but the net profit increased by 10.22% to 15 million yuan [6]. - The company expects revenues of 1.888 billion yuan, 2.249 billion yuan, and 2.642 billion yuan for 2024, 2025, and 2026 respectively, with year-on-year growth rates of 16.84%, 19.11%, and 17.50% [6][7]. Product and Regional Performance - The software sales, technical services, and medical software services contributed significantly to revenue, with respective revenues of 287 million yuan, 293 million yuan, and 265 million yuan for the first half of 2024 [6]. - The company’s revenue from East China, South China, and Northwest regions was 360 million yuan, 105 million yuan, and 85 million yuan respectively, with the Northwest region showing a remarkable growth of 76.14% year-on-year [6].