证券之星消息，8月18日AI医疗板块较上一交易日上涨1.59%，塞力医疗领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。AI医疗板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603716 | 塞力医疗 | 29.87 | 5.14% | 40.91万 | 11.87亿 | | 300725 | 药石科技 | 49.92 | 4.33% | 24.24万 | 11.73亿 | | 688246 | 嘉和美康 | 36.72 | 3.15% | 5.10万 | 1.85亿 | | 300168 | 万达信息 | 8.23 | 3.13% | 51.09万 | 4.16亿 | | 300253 | 卫宁健康 | 10.70 | 2.79% | 116.23万 | 12.39亿 | | 688222 | 成都先导 | 23.03 | 2.54% | 23.20万 | 5.33亿 | | 603990 | 麦迪科技 | 15 ...

本文源自：金融界 作者：公告君 金融界8月18日消息，有投资者在互动平台向春立医疗提问：公司在ai 医疗方面有啥创新和成绩。 公司回答表示：尊敬的投资者，您好！ 公司积极布局医疗器械科技前沿领域，目前，髋关节手术机器 人、膝关节手术机器人、单髁手术机器人等产品均已获得对应注册证。公司将持续融合创新技术，驱动 产品迭代与性能突破。感谢您的关注！ ...

Core Insights - Ant Group's AI health application AQ has launched a series of AI anti-fraud features aimed at combating false medical advertisements, particularly to protect the elderly from scams [1][2] - The initiative aligns with Jack Ma's vision of integrating AI with health, as he believes that health issues will be a significant concern in the future [1] - The global AI in healthcare market is projected to grow from $11 billion in 2021 to $194 billion by 2028, with a compound annual growth rate (CAGR) exceeding 41% [2] Group 1 - Ant Group's AQ app offers over a hundred AI functionalities, including health education, consultation, and report interpretation, positioning AI healthcare as a key future direction for the company [1] - The name "AQ" was inspired by Jack Ma, who envisions the product to embody AI, IQ, and EQ, aiming to eliminate misleading medical information [1] - Ant Group's Vice President Zhang Junjie stated that the company is focused on user value rather than immediate commercialization of AI healthcare products [9] Group 2 - The AQ app features the first AI medical anti-fraud verification area, allowing users to report false advertisements through AI image recognition and phone verification [9] - Ant Group plans to collaborate with 300,000 verified doctors from "Good Doctor" to provide in-depth health education and conduct anti-fraud activities for the elderly [9] - The company aims to explore more user needs and scenarios in AI healthcare, indicating a long-term investment strategy in this sector [9]

消息面上，智云健康AI大模型取得新突破。7月底有消息称，由智云健康首席医学官刘红樱博士带领的医学团队，借助公司自主研发的医疗大模型Cloud DTx，成功解锁了妊娠糖尿病(GDM)治疗的新方案，该研究已被国际顶级医学信息期刊JMIR收录，标志着智云健康在内分泌和女性健康领域的科研能力实 现了进一步飞跃。 银河证券研报认为，建议仍聚焦人工智能主赛道，重点把握硬核底座、出海龙头、场景货币化能力预期兑现的AI+应用龙头公司等三条主线，关注AI+医疗 龙头。方正证券亦指，"人工智能+"驱动医疗产业革命性发展，脑机接口、手术机器人等高端创新设备加速落地和应用拓展，国产企业加速自研与合作布 局，AI医疗进入百花盛开时刻。(格隆汇) 智云健康(9955.HK)今日盘中一度涨10.53%至1.68港元，股价创2月25日以来近半年新高，市值重回10亿港元上方。该股今年4月9日盘中曾触及年内低点0.91 港元，迄今逾4个月的时间，股价已累涨超84%。 ...

Group 1: Market Performance - The CSI Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.27% as of August 18, 2025, with notable increases in constituent stocks such as JD Health (06618) up 9.88% and Yiyang Sunshine (02522) up 8.90% [1] - The Hong Kong Medical ETF (159366) has increased by 1.93%, reaching a latest price of 1.64 HKD, and has seen a cumulative increase of 8.71% over the past week as of August 15, 2025 [1] - The average daily trading volume of the Hong Kong Medical ETF over the past month is 311 million HKD, with the latest fund size reaching a record high of 2.93 billion HKD [1] Group 2: Company Performance - JD Health reported a 22.7% year-on-year increase in sales revenue for pharmaceuticals and health products, reaching 29.3 billion HKD in the first half of 2025, driven by an increase in annual purchasing users exceeding 200 million and higher average spending per user [2] - The platform, advertising, and other service revenues for JD Health grew by 34.4% to 5.96 billion HKD, attributed to sustained growth in advertising revenue and an expanding commission scale supported by transaction growth [2] - JD Health launched over 30 innovative drugs online in the first half of 2025 and has seen a significant increase in the number of merchants on its platform, exceeding 150,000 compared to over 100,000 at the end of 2024 [2] Group 3: Industry Trends - The global AI medical investment and financing landscape is thriving, with significant breakthroughs in AI medical research, including FDA approval for the first AI wearable treatment device and advancements in AI drug development [3] - The Hong Kong Medical ETF (159366) is noted for having the highest CXO content in the market, focusing on internet medical services, CXO, and medical devices, and closely tracks the CSI Hong Kong Stock Connect Medical Theme Index [3] - The CSI Hong Kong Stock Connect Medical Theme Index includes 50 listed companies involved in medical devices, medical services, and pharmaceutical sectors, reflecting the overall performance of the medical sector within the Hong Kong Stock Connect [3] Group 4: Index Composition - As of June 30, 2025, the top ten weighted stocks in the CSI Hong Kong Stock Connect Medical Theme Index include WuXi Biologics (02269) at 14.58% and JD Health (06618) at 10.83%, collectively accounting for 56.9% of the index [4]

Core Viewpoint - The company is actively leveraging artificial intelligence (AI) technology to enhance its medical imaging and radiation therapy capabilities, focusing on improving diagnostic efficiency and patient experience while navigating complex global trade environments [2][3][5]. AI Strategy and Applications - AI technology is becoming a key driver for innovation in medical imaging and radiation therapy, with hospitals increasingly favoring AI-enabled products for tasks such as lung nodule detection and brain hemorrhage screening [2][3]. - The company has developed several AI platforms across its product lines, including the uSense platform for CT, uAIFI for MR, and uExcel for molecular imaging, which enhance diagnostic accuracy and operational efficiency [5][11]. - Specific advancements include the uMRJupiter 5.0T MRI system, which improves imaging speed by 40% and enhances detection capabilities for small lesions, and the uMIPanvivo PET/CT system, which reduces full-body scan time to one minute [2][5]. Market Position and Global Strategy - The company has established a strong presence in the European market, with over 500 high-end medical devices serving more than half of EU member states, and is adapting its strategy in response to new EU procurement policies [2][3]. - The company aims to diversify its global supply chain and enhance local operations to mitigate risks associated with geopolitical factors, having set up subsidiaries in Poland and the Netherlands [2][3]. Financial Performance and Investment - The company reported fluctuations in operating cash flow due to macroeconomic factors and strategic investments, with R&D expenditures reaching 22.61 billion yuan, accounting for 21.95% of revenue [2][4]. - Despite short-term cash flow challenges, the company is focused on long-term value creation through innovation and global expansion, with a significant increase in overseas marketing and service teams [4][12]. Product Development and Innovation - The company is addressing common MRI challenges such as noise and scan duration through innovations like the QScan technology, which reduces noise levels by up to 97% and the ACS technology that cuts scan times by 80% [7][10]. - The introduction of the uMRUltra 3.0T MRI system and the uMROMEGA 3.0T system with advanced features aims to enhance patient comfort and diagnostic capabilities [8][10]. Shareholder Engagement and Dividends - The company has implemented a stable dividend policy, having distributed over 5.3 billion yuan since its IPO, and is committed to enhancing shareholder returns while balancing the need for reinvestment in high-tech medical equipment [12][14].

2025年8月15日至8月17日，第31届中国国际医用仪器设备展览会暨技术交流会(China-Hospeq)在北京国 家会议中心举办。本届展会以"共迎健康挑战，共谋发展机遇"为主题，展会面积22000平方米，参展企 业超过300家，展会重点展示了医学影像、医学检验、放射治疗、AI医疗大模型、数智化解决方案、生 命支持、卫生应急等多领域中国制造创新成果。 这种数据选择的差异，直接决定了模型的可靠性。据介绍，"羲和一号"的训练数据均来自18家医疗机构 的临床一线，涵盖人口学特征、时序理化指标、影像组学等多模态信息，且每一条数据都经过伦理审 查、脱敏处理，标注过程由临床医生全程参与。 "互联网数据可能包含健康资讯、用户问答，但这些内容缺乏临床验证，甚至存在错误。"栗琳举例说， 用互联网数据训练的模型好比"隔着书本学看病"，而"羲和一号"是在临床一线"跟着医生查房问诊"。 数据"质地"的差距体现在具体性能上："羲和一号"的幻觉(错误输出)率极低，准确率可达90%以上；而 部分依赖互联网数据的模型，可能出现"普通咳嗽误判为严重肺病"等致命错误。"医疗领域差10%的准 确率，就是对患者健康的巨大风险。"栗琳强调，守住"临 ...

整体来看，多数板块上涨，AI医疗、药品、券商、房地产、芯片等股多为上涨，黄金、芯片、新能源 车企、保险等股有涨有跌，科网、银行、稳定币概念、煤炭等股多有下跌。 个股方面，京东集团跌3.44%，商汤涨1.76%，中信建投证券涨10.98%，中国银河涨9.48%，华虹半导体 涨5.21%，中芯国际涨1.44%，比亚迪电子涨3.92%，银诺医药涨206.48%，老铺黄金涨3.17%，赣锋锂业 涨4.29%，山东黄金跌0.29%，华润电力涨0.65%，理想汽车跌0.94%，越秀地产涨3.90%。 15日港股主要指数低开低走，截至收盘，恒生指数下跌0.98%至25270.07点，恒生科技指数下跌0.59%至 5543.17点，国企指数下跌0.98%至9039.09点。 当日恒指低开197.22点，开盘后短暂上行，其后跌幅扩大，午后震荡上行但幅度有限，恒生指数跌 249.25点，主板成交超3126亿港元。截至收盘，上涨股票1168只，下跌1074只，收平918只。当日，港 股通（南向）净流入超过358亿港元。 成交额前三的个股中，腾讯控股涨0.34%，成交超131亿港元；阿里巴巴跌3.04%，成交超130亿港元； 美团跌 ...

京东健康(06618)领涨蓝筹。截至收盘，涨11.67%，报61.25港元，成交额2.99亿港元，贡献恒指11.31 点。中金表示，公司25H1业绩超市场预期，主要因药品品类放量良好催化，核心主业表现强劲，药品 品类驱动稳健增长。该行测算2Q25单季度实现收入186.5 亿元(+23.7% YoY)，预计京东集团主站在1H25 期间进行的即时零售投流活动或间接为京东健康带来流量导引获益；截至1H25末，公司过去十二个月 (LTM)活跃用户数超2亿，创历史新高。同时，预计药品品类在1H25期间或实现高于整体收入端的增 速，仍为核心驱动品类。 其他蓝筹股方面，信义光能(00968)涨5.96%，报3.38港元，贡献恒指1.37点；阿里健康(00241)涨4.92%， 报5.33港元，贡献恒指2.51点；新鸿基地产(00016)跌5.35%，报92港元，拖累恒指11.88点；恒基地产 (00012)跌4.63%，报27.6港元，拖累恒指3.07点。 热门板块方面 盘面上，近日京东健康今日公布中期业绩表现亮眼，与成份股叮当健康领涨互联网医疗股。两融余额近 期创新高，中资券商涨幅居前延续走强态势。据报光伏组件再现缺货涨 ...

医渡科技(02158)尾盘涨超5%，截至发稿，涨5.24%，报6.43港元，成交额3658.84万港元。 消息面上，据IT新闻网报道，近日，由中国食品药品企业质量安全促进会指导，同写意主办的"T20+大 会"在苏州召开，大会聚焦新药研发全链条创新，破解产业升级关键命题。国内AI医疗头部企业医渡科 技携智能临床研究一体化解决方案亮相大会，系统呈现了AI驱动临床研究效率提升的可复制路径。据 悉，目前医渡科技已服务超过350家国内外制药企业，积累了686个临床试验项目经验，前瞻性及回顾性 真实世界研究项目达275项。 会上，医渡科技生命科学临床试验业务副总裁刘颖表示，多年来，医渡科技凭借积累的医疗大数据处理 能力、疾病理解能力与疾病知识图谱构建优势，依托自主研发的"AI医疗大脑"YiduCore，构建起覆盖临 床试验全流程的智能临床研究一体化解决方案。该解决方案在临床试验方案优化、患者智能招募、临床 运营等药物研发关键环节大幅提速超30%，有效推动研发效率提升、产品上市路径优化及创新成本降 低。 ...