自2023年开始，国家卫健委设立"癌症、心脑血管、呼吸和代谢性疾病防治研究国家科技重大专项"，旨 在依托国内主要研究力量和既有基础，解决"四大慢病"防治关键难题。今年5月，"江苏泰州方案"获 批，成为长三角地区唯一入选的地域方案，项目实施周期4年。项目负责人、南京医科大学附属泰州人 民医院院长陈明龙介绍，项目基于前期"星网计划"的探索，探索一体化慢病防控模式的构建与推广。 "星网计划"是泰州市重点推进的民生工程项目，核心理念是通过"人工智能+医疗"赋能基层，推动卫生 健康工作理念、服务方式从以治病为中心向以健康为中心转变。据南京医科大学附属泰州人民医院党委 书记朱莉介绍，医院着力构建"区域医疗中心—县域医院—中心医院—基层诊室"四级慢病管理网络。通 过运用物联网、人工智能、移动可穿戴设备等技术赋能基层医疗卫生机构，提供"防、筛、救、治、 康"全流程个体化防治服务，促使慢病患者回归村(社区)卫生室，乡村医生回归慢病防治主战场，医防 融合回归整合型管理模式。 本报讯(赵晓勇董龙江刘薇)近日，"四大慢病"国家科技重大专项——协同创新先行试验区(江苏泰州方 案)启动会在南京医科大学附属泰州人民医院举行。 ...

9月27日，首届医学人工智能大会（MAIC2025）在山东济南开幕。本次大会上，由深圳市宝安区卫生 健康局主导建设的"宝医数智"大模型平台首次登台亮相，吸引了全国医疗同行的广泛关注。 全市唯一：数据驱动决策实践获肯定 在人工智能引领大健康产业高质量发展专项政策引领下，再加上"宝医数智"大模型平台的加持，宝安区 公立医院和社康机构全力竞速AI+医疗赛道，医疗服务效能显著提升。 深圳市唯一区级、入选全国百强的"大模型驱动下的数据治理体系构建与智慧驾驶舱应用实践"案例，系 统展示了如何通过大模型技术对海量、多源的医疗数据进行高效治理与深度价值挖掘，并实现对区域医 值得关注的是，由宝安区卫生健康局选送、宝安区人民医院牵头实施的 "大模型驱动下的数据治理体系 构建与智慧驾驶舱应用实践" 案例，从国家卫生健康委征集的726项申报案例中脱颖而出，成功入选"医 学人工智能创新与实践典型案例"全国百强，也是深圳市唯一区级入选案例，成为区域医疗智能化建设 的标杆典范。 平台首秀：打造区域医疗智能中枢 宝安区委、区政府将医疗人工智能作为重点工作谋划推进，在今年年初启动全国首个区域医疗人工智能 中枢——"宝医数智"大模型平台项目，开 ...

从医疗机构到寻常百姓家，一场血压测量技术的改变正悄然开启。 汉王科技日前推出支持房颤筛查及多项健康指标监测的上臂式电子血压计KSY3610，以及臂筒式电子血 压计KSY8600。它们全部搭载汉王柯氏音技术和房颤筛查功能的新品，其中KSY3610系列定价拉至259 元起，正式将高端血压监测技术带入两百元级市场。 目前高血压市场80%都是电子血压计，汉王做的是电子血压计的更新换代。刘秋童举例说，就像此前是 燃油车，现在用新能源车替代燃油车。"我们使用更精准的血压计，希望用人工智能血压计替代传统的 电子血压计，打造全球血压计的替代方案。同时，血压计的增量市场更多集中在发展中国家，这些地区 的电子血压计普及率相对较低，因此是一个增量市场。" 刘秋童对记者表示，"公司将血压计作为首选产品，确保精准性。我们相信，AI在医疗健康设备改造方 面具有巨大潜力，其精准性和基于大数据的人工智能算法升级将使产品具有竞争优势，超越传统医疗公 司。" 随着《水俣公约》履约大限临近，一场替代水银血压计的战役已经打响。汉王科技将高端柯氏音电子血 压计价格拉至百元级别，让精准血压测量从此"飞入寻常百姓家"。这可能重塑家用医疗设备市场的竞争 格 ...

近日，中国电子旗下中电云脑正式发布我国首款国芯非侵入式脑机智能头环，备受市场关注。"头环采 用了国产化的脑电采集芯片，推出一个多月以来，采购意向已接近20万套，其中已签订正式合同的超过 十万套。"中电云脑（天津）科技有限公司总经理程龙龙接受采访时表示。这一成果是中央企业以科技 创新驱动医疗健康产业升级的一个缩影。 从突破脑机接口与微光夜视前沿技术，到构建"息壤"算力平台支撑前沿科研；从推动"智慧医院"驶入偏 远山村，到保障罕见病药品供应与养老服务深入社区……近年，一批中央企业以技术突破为引擎，以民 生需求为导向，持续攻坚医疗健康"新高地"。 加速布局脑机接口等新赛道 作为"十四五"重点发展的关键技术之一，脑机接口正迎来中央企业的加速创新与深度布局。 中国兵器工业集团旗下微电子院自主研发出侵入式百通道柔性电极、非侵入凝胶半干电极、高精度脑电 采集芯片等国产化系列产品；同时，大力推进工业和医疗场景的推广应用，如"面向工业安全监测的智 能安全帽及实时监管平台"已在电力和建筑等行业快速应用，脑机康复手等产品已在江苏及安徽多家医 院开展临床应用。 "下一步，微电子院将持续推进脑机接口低成本、强鲁棒性设计，促进脑机接口产 ...

■ 编者按 今年是"十四五"规划收官之年。中央企业完整准确全面贯彻新发展理念、实现高质量发展，全面提升科 技创新能力、扎实推进布局优化结构调整，深入实施国有企业改革深化提升行动，不断增强核心功能、 提升核心竞争力。肩负国计民生，中央企业的"十四五"成果，最终体现为人民群众的体验感、获得感与 幸福感。即日起，国务院国资委新闻中心联合中国证券报推出"答卷'十四五' 央企惠民生"系列报道，以 百姓生活的"小切口"，折射中央企业改革发展的"大变化"。 ● 本报记者 刘丽靓 傅苏颖 近日，中国电子旗下中电云脑正式发布我国首款国芯非侵入式脑机智能头环，备受市场关注。"头环采 用了国产化的脑电采集芯片，推出一个多月以来，采购意向已接近20万套，其中已签订正式合同的超过 十万套。"中电云脑（天津）科技有限公司总经理程龙龙接受采访时表示。这一成果是中央企业以科技 创新驱动医疗健康产业升级的一个缩影。 从突破脑机接口与微光夜视前沿技术，到构建"息壤"算力平台支撑前沿科研；从推动"智慧医院"驶入偏 远山村，到保障罕见病药品供应与养老服务深入社区……近年，一批中央企业以技术突破为引擎，以民 生需求为导向，持续攻坚医疗健康"新高地"。 ...

Core Viewpoint - Recent institutional research activities indicate strong interest in specific industries and companies within the capital market, reflecting market expectations and potential future trends [1] Group 1: Institutional Research Activities - Over 200 listed companies received institutional research from August 11 to August 17, indicating significant interest from the capital market [1] - Notable companies receiving attention include Nanwei Medical, Anjiasi, and Jinchengzi, with Nanwei Medical hosting 184 institutions on August 12 [2][3] Group 2: Company Performance and Insights - Nanwei Medical reported a revenue of 1.565 billion yuan for the first half of 2025, a year-on-year increase of 17.36%, and a net profit of 363 million yuan, up 17.04% [3][4] - Anjiasi achieved a revenue of 302 million yuan in the first half of 2025, reflecting a growth of 14.56%, with a net profit of 126 million yuan, also up 1.26% [4] - Jinchengzi's main business focuses on laser processing control systems, with recent inquiries from institutional investors regarding acquisition strategies [5] Group 3: Industry Trends and Future Outlook - The medical, technology, and consumer electronics sectors were highlighted as key areas of focus for institutional research during the specified period [6] - The medical industry is expected to experience positive changes, with opportunities arising from advancements in artificial intelligence and surgical robotics, projected to exceed 70 billion yuan by 2030 [6] - Policy shifts supporting innovation in the medical device sector are anticipated to lead to valuation and performance recovery for many companies, with a focus on domestic procurement optimization and export growth [6]

Core Insights - The Chinese government has approved a policy to further implement the "Artificial Intelligence +" initiative, emphasizing strong support for AI applications in various sectors, particularly healthcare [1] - Securities firms believe that AI applications in healthcare, such as AI pathology diagnosis, AI imaging, and AI pharmaceuticals, are maturing and may accelerate commercialization [1] - Companies in the healthcare sector are launching AI models, with notable examples including YiduCore by Yidu Technology, a clinical thinking model by Weining Health, and "Xihe No. 1" by Beijing Boya [1] Group 1: AI in Healthcare - AI is expected to become a strategic engine for a new wave of technological revolution and industrial transformation, with a focus on AI healthcare applications [1] - The "Xihe No. 1" model differentiates itself by using rigorous clinical data from hospital case files, replacing less reliable internet data [2] - The model has been developed over nearly 10 years, utilizing data from 18 medical institutions and 1 million real case studies, achieving a coverage rate of 98% and a precision rate of over 90% in medical knowledge [2] Group 2: Addressing Healthcare Challenges - The "Xihe No. 1" model aims to address high misdiagnosis rates (over 25%) and delays in treatment, which can increase mortality risk by 35% [3] - A strategic partnership has been established to enhance AI-driven health management in Ningxia, focusing on improving access to healthcare in remote areas [3] - The company aims to bridge the gap in medical resources, allowing patients to receive expert-level guidance through AI [3] Group 3: Future Directions - The company plans to expand its AI healthcare services, targeting over 100 million patient interactions within three years [4] - Future developments will include AI smart terminal hardware products such as smart wheelchairs and nutritional management devices [4] - The establishment of a global medical AI collaboration network is intended to enhance model accuracy and facilitate global sharing of medical wisdom [4]

Core Insights - The integration of digital intelligence in healthcare is transforming medical services, optimizing resource allocation, and enhancing patient experiences [1] - The implementation of intelligent diagnostic systems in rural healthcare settings is improving diagnostic accuracy and treatment outcomes [3][4][5] Group 1: Intelligent Diagnostic Systems - The intelligent diagnostic system provides multiple disease suggestions and alerts for potential medication conflicts, significantly aiding rural doctors in their decision-making [5][6] - The system has delivered over 16.38 million diagnostic suggestions and corrected 1,264 unreasonable prescriptions, thereby reducing misdiagnosis and improving the quality of care [6] - The system is part of a broader initiative by the provincial health commission to implement an "Artificial Intelligence + Healthcare" action plan, focusing on various medical specialties [6] Group 2: Resource Integration in County Healthcare - The establishment of digital medical communities is crucial for integrating fragmented healthcare resources, enhancing service delivery in rural areas [7][9] - The digital medical community in Gongyi City has connected multiple healthcare facilities, enabling real-time remote consultations and diagnostics, which saves time and costs for patients [9][12] - The community has conducted over 1.7 million remote medical services, significantly reducing healthcare expenses for the public [12] Group 3: Provincial Health Information Platform - The provincial health information platform has transformed previously isolated health data into a comprehensive service platform, facilitating data sharing across hospitals and departments [14][15] - The platform has integrated over 230 billion data entries and achieved 100% connectivity for all secondary and tertiary public hospitals, with nearly 60% of grassroots medical institutions connected [16] - The initiative aims to enhance patient care by streamlining processes and reducing the need for patients to visit multiple facilities [18]

Group 1: Conference Overview - The Boao Forum for Asia Global Health Forum 2025 was held in Beijing, focusing on "The New Future of the Health Industry Driven by Innovation," attracting over 300 leaders from 34 countries and regions [1] - The forum included a plenary session, eight sub-forums, roundtable discussions, and themed exhibitions, covering topics such as traditional medicine, AI in healthcare, and global maternal and child health [3][9] Group 2: Policy and Strategic Framework - The "Healthy China 2030" initiative and various policies like the "14th Five-Year National Health Plan" emphasize the importance of health management within the public health system [5] - The 2025 government work report proposed a health-first development strategy, promoting the coordinated development of medical services, insurance, and pharmaceuticals [2] Group 3: International Cooperation and Global Health - The forum serves as a platform for promoting international cooperation in health, aligning with the United Nations' 2030 Sustainable Development Goals [4] - Experts at the forum highlighted the need for enhanced international collaboration and improved global health governance to address health challenges [5] Group 4: Focus on Women and Children's Health - The sub-forum on maternal and child health discussed the challenges in health protection systems and the need for effective policy frameworks and innovative measures [6] - Companies like Hengyouhui are actively involved in initiatives to support women's and children's health, including partnerships for medical assistance and health awareness campaigns [7] Group 5: Health Management and Services - Changlian Health, as a comprehensive health service platform, focuses on disease prevention, diagnosis, rehabilitation, and wellness, aiming to meet one-stop health management needs [8] - The collaboration between Changlian Health and Hengyouhui emphasizes resource sharing and cooperative efforts in health management knowledge dissemination and high-end medical services [10]

Core Insights - Zhang Bo emphasizes the need for China to develop an artificial intelligence (AI) path that aligns with its unique characteristics and national conditions [2][7] - The current state of General Artificial Intelligence (AGI) is debated, with differing opinions on its timeline for realization, primarily due to varying definitions of AGI [3][4] AGI Development - AGI is defined by three standards: domain generality, task generality, and a unified theoretical framework [4][5] - Current AI models, while significant, are still in the early stages of AGI development and require integration with hardware and robotics for practical applications [5][6] AI Applications in Healthcare - The application of AI in healthcare varies significantly by task complexity, with diagnostic systems facing high demands for reliability and interpretability [5][6] - AI can enhance efficiency in lower-risk tasks like triage, but high-stakes areas like diagnostics require thorough understanding and validation by medical professionals [5] AI and Robotics - The robotics sector faces challenges related to reliability and cost, hindering widespread adoption [6] - Current humanoid robots are largely in the prototype stage, and their practical application is limited by high costs and reliability concerns [6] China's AI Development Path - China's AI development should avoid blindly following Western models and instead focus on solutions that meet local needs, such as favoring wheeled robots over humanoid ones in urban settings [7] - The high costs associated with AI in industrial applications are a significant barrier, but there is potential for cost reduction through engineering and algorithm optimization [7][8] Industry Insights - The prevalence of Tsinghua University-affiliated AI companies is attributed to decades of research and development, creating a robust ecosystem for AI innovation [7] - Identifying promising AI companies should focus on the capabilities of their leadership and the alignment of technology with business needs [7][8]