Group 1 - Huawei officially launched the Huawei AI Data Platform for the medical field on December 7, 2025, based on the OceanStor A800 storage, aiming to address the cost, quality, and accessibility challenges in healthcare [1] - Ant Group's C-end AI medical application "AQ" has been rebranded as "Ant Afu," completing a brand strategy upgrade, and signed a strategic cooperation agreement with Sichuan University West China Hospital to advance research and innovation in "AI + healthcare" [2] - Citic Securities reports that Ant Afu APP has three highlights: structured multimodal precise diagnosis capability, long-term health data accumulation enhancing user stickiness, and promising commercialization prospects within the Alibaba ecosystem [2] Group 2 - Citic Jin Invest notes that AI healthcare in China is progressing in policy, technology, products, and applications, with a shift from individual products to full-chain scenarios and from large hospitals to grassroots and individual applications [3] - The application value of AI in healthcare is significant across various fields, including enhancing medical device functions, interpreting test results, assisting clinical decision-making, and health management, making it a crucial innovation direction for healthcare enterprises and hospitals [3] - The AI healthcare market is expected to accelerate its application with ongoing policy and technological support, suggesting investment opportunities in the industry [3] Group 3 - Yidu Technology, a leading AI healthcare company, has been invited to the Henan Health Industry Development Conference and signed as a partner in the national AI application pilot base for healthcare [4] - iFlytek Medical Technology is recognized for its extensive coverage in the AI healthcare sector and is seen as a key player benefiting from policy incentives and national projects [4] - JD Health is consolidating its leading position in the pharmaceutical e-commerce sector through expanded insurance coverage, offline service development, and deepening AI healthcare applications [4] Group 4 - Alibaba Health is actively exploring AI applications in healthcare, focusing on optimizing e-commerce search, supply chain management, and enhancing efficiency for professional users with AI medical assistants [4] - Guosheng Tang is a leader in traditional Chinese medicine services, developing AI avatars and health assistants to advance AI healthcare [5] - Ping An Good Doctor's stock performance is attributed to advancements in AI healthcare and improved profit prospects, with expectations for growth driven by AI empowerment and the flourishing of commercial health insurance [5]

Group 1: Huawei AI Data Platform - Huawei officially launched its AI data platform for the medical field on December 7, 2025, based on the OceanStor A800 storage system [1] - The platform includes three core technologies: knowledge generation and retrieval, memory extraction and recall, and UCM inference acceleration, aimed at overcoming the cost, quality, and accessibility constraints in healthcare [1] Group 2: Ant Group's AI Medical Application - Ant Group's C-end AI medical application "AQ" has been rebranded as "Ant Afu," completing a brand strategy upgrade [2] - A strategic cooperation agreement was signed between Sichuan University West China Hospital and Ant Group to advance research and service system construction in chronic diseases, particularly respiratory diseases [2] - The "Ant Afu" app is noted for its structured multimodal precise consultation capabilities, long-term health data accumulation, and promising commercialization prospects within the Alibaba ecosystem [2] Group 3: AI Medical Industry Trends - CITIC Securities reports that AI medical applications are entering a commercialization acceleration phase, with companies that have technological barriers and clear commercialization paths expected to achieve rapid expansion and improved profitability [2] - Continuous progress in policies, technology, products, and applications in the domestic AI medical sector is anticipated, with applications moving from large hospitals to grassroots and individual levels [3] - AI medical applications are expected to accelerate in various fields, including enhancing medical device functions and assisting clinical decision-making [3] Group 4: Key Players in AI Medical Sector - Yidu Tech (医渡科技) has been invited to participate in the Henan Health Industry Development Conference and has signed as a partner in the national AI application pilot base for medical direction [4] - iFlytek Medical Technology (讯飞医疗科技) is recognized for its extensive coverage in the AI medical field and is seen as a major beneficiary of policy incentives and national projects [4] - JD Health (京东健康) is consolidating its leading position in pharmaceutical e-commerce through expanded insurance payment coverage and deepening AI medical applications [4] - Alibaba Health (阿里健康) is actively exploring AI applications in medical e-commerce and is currently refining its AI medical assistant product [4] Group 5: Other Notable Companies - Guoshengtang (固生堂) is a leader in traditional Chinese medicine services, developing AI health assistants and AI medical avatars [5] - Ping An Good Doctor (平安好医生) is expected to see growth driven by advancements in AI medical capabilities and improving profitability prospects [5]

Core Insights - The digital healthcare industry is experiencing robust growth driven by technological innovations and capital investments, particularly in artificial intelligence and brain-computer interface sectors [1][3] Policy Developments - The digital healthcare sector is heavily influenced by government policies, which have been systematically promoting the application and development of emerging technologies like AI and brain-computer interfaces through various measures [3][4] - In 2025, significant policies were introduced to enhance the integration of AI in healthcare, focusing on practical applications and regulatory innovation [3][4] - Brain-computer interfaces have been elevated to a national strategic level, with several milestone policies established to support their development [4][5] Product Innovations - The digital healthcare sector has seen a surge in AI model products, with a notable increase in the number of approved AI medical devices, reaching 207 by December 2025 [11] - AI applications are expanding beyond diagnostic tools to include treatment planning and clinical management, indicating a shift towards integrated healthcare solutions [11][12] - The emergence of specialized AI models for various medical fields, such as oncology and chronic disease management, showcases the sector's innovation and adaptability [8][10] Capital Market Activity - The financing landscape for AI and brain-computer interface sectors has been vibrant, with record-breaking funding rounds, including a notable 1 billion yuan investment in a digital healthcare company [18][19] - The IPO market for AI healthcare companies is gaining momentum, reflecting strong investor interest and the potential for growth in this sector [18][19] Data Utilization - The healthcare industry is advancing towards data assetization, with policies facilitating the efficient sharing and utilization of medical data [15][16] - The second use of medical data is becoming more prevalent, with AI technologies being integrated into various operational and clinical processes [16][17] Market Trends - The focus of digital marketing in healthcare is shifting towards patient-centered services, driven by policy changes and increasing patient awareness [17] - The brain-computer interface sector is witnessing a surge in clinical trials and technological advancements, positioning it as a key area for future growth [14][15]

Yidu Tech Inc. 醫渡科技有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock code 股份代號：2158) N O T I F I C AT I O N L E T T E R 通 知 信 函 30 December 2025 Dear Non-registered holders(Note 1) Yidu Tech Inc. (the "Company") – Notice of Publication of 2026 Interim Report (the "Current Corporate Communications") The Current Corporate Communications of the Company have been published in English and Chinese languages and are available on the website of The Stock Exchange of Hong Kong ...

Yidu Tech Inc. 醫渡科技有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock code 股份代號：2158) N O T I F I C AT I O N L E T T E R 通 知 信 函 30 December 2025 Dear Registered Shareholders, Yidu Tech Inc. (the "Company") – Notice of Publication of 2026 Interim Report (the "Current Corporate Communications") The Current Corporate Communications of the Company have been published in English and Chinese languages and are available on the website of The Stock Exchange of Hong Kong Limite ...

（於開曼群島註冊成立的有限公司） (incorporated in the Cayman Islands with limited liability) Stock code 股份代號: 2158 2025/26 中期報告 Interim Report Yidu Te ch In c. 醫渡科技有限公 司 Interim Report 2025/26 中期報告 目錄 | 公司資料 | 2 | | --- | --- | | 財務摘要 | 5 | | 業務回顧 | 6 | | 管理層討論及分析 | 14 | | 企業管治及其他資料 | 19 | | 中期財務資料審閱報告 | 33 | | 中期簡明合併綜合收益表 | 35 | | 中期簡明合併資產負債表 | 37 | | 中期簡明合併權益變動表 | 39 | | 中期簡明合併現金流量表 | 40 | | 中期簡明合併財務資料附註 | 41 | | 釋義 | 77 | 公司資料 執行董事 宮盈盈女士 （董事長） 徐濟銘先生 （首席執行官） 封曉瑛女士 謝麗女士 非執行董事 曾鳴先生 獨立非執行董事 馬維英博士 潘蓉容女士 張林琦教授 審核委員會 潘蓉容女士 （主席 ...

Core Viewpoint - Yidu Technology has been invited to participate in the Henan Provincial Health Industry Development Conference and has signed on as one of the first partners of the National Artificial Intelligence Application Pilot Base (Medical Direction), marking a strategic move in the development of AI in healthcare in China [1][3]. Group 1: Strategic Partnerships and Collaborations - Yidu Technology is positioned as a "core co-builder" of national medical AI innovation, actively participating in the construction of two national AI pilot bases in Beijing and Henan [1][4]. - The collaboration includes partnerships with major tech companies like Baidu and Alibaba, as well as local medical institutions, to create a synergistic ecosystem that integrates technology, data, clinical applications, and AI [3][4]. Group 2: Objectives and Services of the Pilot Base - The National AI Application Pilot Base aims to provide comprehensive pilot services for medical AI products, including algorithm validation, clinical evaluation, and compliance declaration, to accelerate the industrialization of innovative results [3][4]. - Yidu Technology will focus on integrating AI with traditional Chinese medicine, leveraging its expertise in medical data governance and clinical research to support the development of intelligent applications in this field [4][5]. Group 3: Technological Capabilities and Achievements - Yidu Technology has developed the "AI Medical Brain" YiduCore, which has processed nearly 7 billion authorized medical records and collaborates with over 10,000 hospitals, providing a solid foundation for AI model training and optimization [5]. - The company emphasizes its commitment to independent innovation and aims to leverage the pilot base as a strategic support to meet regional development needs while contributing to the "Healthy China 2030" initiative [5].

Core Viewpoint - Yidu Technology has been invited to participate in the Henan Health Industry Development Conference and has signed on as one of the first partners of the National Artificial Intelligence Application Pilot Base (Medical Direction), marking a strategic expansion in the AI healthcare sector [1][3]. Group 1: Strategic Partnerships and Initiatives - The establishment of the National AI Application Pilot Base in Zhengzhou is a key initiative for Henan Province to implement national health strategies and develop the future health industry [3]. - Yidu Technology is collaborating with major tech companies like Baidu and Alibaba, as well as local medical institutions, to create a synergistic ecosystem that integrates technology, data, clinical applications, and AI in healthcare [3][4]. Group 2: Technological Capabilities and Innovations - Yidu Technology's proprietary "AI Medical Brain" YiduCore has processed nearly 7 billion authorized medical records, covering over 10,000 hospital partnerships, providing a solid foundation for AI model training and clinical insights [5]. - The company aims to leverage its experience in AI and data governance to support the integration of AI with traditional Chinese medicine, enhancing the quality of healthcare services in the region [4][5]. Group 3: Future Development and Goals - Yidu Technology plans to continue its focus on independent innovation and align its AI research and implementation with regional development needs, contributing to the "Healthy China 2030" initiative [5].

Group 1 - The Henan Health Industry Development Conference was held in Zhengzhou, focusing on the integration of medical research and industry, aiming to enhance the health industry brand in Henan and support its integration into the national market [1][3] - The "National Artificial Intelligence Application Pilot Base (Medical Field)" was inaugurated, designed to provide comprehensive pilot services for medical AI products, accelerating the industrialization of innovative results [2] - The conference attracted hundreds of guests from various sectors, including government, industry, academia, and investment, to discuss development paths and consolidate industry collaboration [1][2] Group 2 - A signing ceremony took place, resulting in agreements between Zhengzhou Airport Economic Zone and 13 industry projects, including partnerships with major companies like MaiSheng Medical and Guojian Zhongyuan [2] - Companies such as Zhengzhou Antu Bioengineering Co., Ltd. and others expressed their commitment to expanding their operations in Henan, highlighting the region's unique industrial advantages and policy resources [2] - The Zhengzhou Airport Economic Zone plans to establish a regular mechanism for medical and industrial collaboration, aiming to drive innovation and transformation in the health industry [3]

"健康大小事，阿福帮你讲明白。"电梯间、商场大屏、微博开屏，这款名为"蚂蚁阿福"的AI医疗应用近 期突然闯入大众视野，一夜之间，阿福无处不在。随着产品的强势推广，二级市场AI医疗板块闻风而 动，相关概念股迎来一波上涨。业内人士认为，随着"蚂蚁阿福"等现象级产品持续推出，AI医疗行业商 业化加速，相关板块指数仍处于底部区域，当前投资性价比较高。 概念股闻风而动 ● 本报记者 葛瑶 贺菊颖认为，AI医疗在提升医疗器械功能、检查检验结果的解读、辅助临床医生决策、健康管理等多 个领域的应用价值较大，是医疗企业和医院必须重视的创新方向和竞争趋势。企业有望借助AI进一步 提高产品竞争力和客户黏性，巩固行业地位和竞争优势。 第三方榜单数据显示，截至今年5月，国内排名前100的医院已全部完成大模型部署。此外，云知声、讯 飞医疗科技、医渡科技等多家上市企业已明确部署医疗大模型，AI技术深度嵌入诊疗、管理与科研全 流程。 国内产业化进程同步提速。近日，AI制药公司英矽智能宣布正式启动新股发售，发售价为每股24.05港 元，对应公司总市值为134.06亿港元，预计于12月30日在港交所主板上市。英矽智能是一家AI驱动的生 物科技公 ...