医疗IT订单月度数据跟踪系列：9月中标订单平稳

Investment Rating - The report maintains an "Outperform" rating for the industry [2]. Core Insights - The report tracks monthly bidding data for four listed companies in the medical IT sector: Weining Health, Chuangye Huikang, Jiuyuan Yinhai, and Jiahe Meikang, indicating stable order performance in September [3][4]. - The report highlights the implementation of a digital county medical community construction plan in Sichuan Province, which includes 24 key tasks aimed at enhancing information technology integration among healthcare institutions [3]. - The launch of a cloud clinical testing platform in Jiangsu Province is noted, which aims to facilitate the sharing and mutual recognition of clinical test results among medical institutions [4]. - The report suggests that the rapid development of emerging technologies such as cloud computing and AI will drive strong demand for information technology upgrades in the healthcare sector, recommending a focus on the aforementioned companies [4]. Summary by Sections Monthly Bidding Data - In September, the bidding amounts for the selected companies were as follows: Weining Health at 112 million yuan, Chuangye Huikang at 53.13 million yuan, Jiuyuan Yinhai at 64.32 million yuan, and Jiahe Meikang at 33.42 million yuan, with year-on-year growth rates of -52%, 19%, 97%, and 6% respectively [3]. - Cumulatively from January to September 2024, the total bidding amounts were: Weining Health at 896 million yuan, Chuangye Huikang at 663 million yuan, Jiuyuan Yinhai at 589 million yuan, and Jiahe Meikang at 231 million yuan, with year-on-year growth rates of -17%, 18%, 90%, and -21% respectively [3]. Policy Developments - The report discusses the Sichuan Province's plan to promote the construction of digital county medical communities, emphasizing the integration of information technology across healthcare institutions and increased government funding to support these initiatives [3]. - The report also mentions the launch of a cloud clinical testing platform in Jiangsu Province, which aims to connect nearly 2000 public medical institutions by the end of 2025, enhancing the sharing of clinical test results [4]. Investment Recommendations - The report recommends focusing on Weining Health, Chuangye Huikang, Jiuyuan Yinhai, and Jiahe Meikang due to the anticipated growth in demand for healthcare IT solutions driven by technological advancements and supportive policies [4].