国泰海通｜医药：人工智能辅助诊断明确收费路径

Core Viewpoint - The issuance of the "Guidelines for the Project Establishment of Pathological Medical Service Pricing (Trial)" by the National Healthcare Security Administration is expected to standardize the artificial intelligence-assisted diagnosis market, leading to an upgrade in the medical device industry rating to "overweight" [2]. Group 1: Policy Overview - On December 19, 2025, the National Healthcare Security Administration published the guidelines, consolidating existing pricing projects into 28 items, with 3 additional charges and 2 expansion items [2]. - The guidelines specify that the first two items, pathology diagnosis fees and remote pathology diagnosis fees, include an expansion item for "artificial intelligence-assisted diagnosis," which covers the costs of human resources and basic material resources required for the entire diagnostic process [2]. Group 2: Implementation Details - Medical institutions are required to upload complete pathology diagnosis reports; failure to do so will result in a deduction of 5 yuan from the government-guided price for the corresponding project [3]. - For pathology sample staining checks, in situ hybridization, and slice replication, institutions must provide compliant "digital pathology slice images," with similar deductions applicable for non-compliance [3]. Group 3: Market Implications - The policy's provision for charging for artificial intelligence-assisted diagnosis as an expansion item is expected to regulate the market and stimulate further research and promotion in the industry [4]. - The requirement for uploading pathology diagnosis reports and digital slice images is anticipated to guide hospitals towards digital technology upgrades and facilitate the future nationwide sharing of diagnostic results [5].