Core Insights - The conference on digital medicine and health highlighted the launch of iFlytek's advanced human-like intelligent voice follow-up platform, showcasing the integration of AI in healthcare management [1][2] - iFlytek's Spark Medical Model, trained on national computing power, has achieved top rankings in authoritative assessments, enhancing trust in medical knowledge and demonstrating superior capabilities in various clinical applications [2][3] Group 1: Platform and Technology - The intelligent voice follow-up platform utilizes advanced synthetic voice technology to provide a natural conversational experience, enabling dynamic and personalized health guidance for patients [3][5] - The platform includes a comprehensive patient management system that generates tailored post-treatment plans based on clinical guidelines and expert consensus, covering over 140 specialized disease management pathways [3][5] Group 2: Implementation and Impact - iFlytek's solutions have been implemented in over 500 hospitals, with the full patient management platform operational in more than 200 institutions, significantly improving healthcare service quality and efficiency [5][9] - The intelligent quality control system for medical records at Wuxi People's Hospital has achieved full coverage, enhancing the quality control process from reactive to proactive measures, resulting in a 99.9% rate of qualified medical records [8] Group 3: Regional Development and Policy - Jiangsu province is actively integrating AI into healthcare, with iFlytek playing a key role in this transformation, supporting the development of intelligent healthcare solutions across various medical institutions [7][9] - The implementation of AI-assisted systems in grassroots healthcare has demonstrated significant improvements in diagnostic accuracy and prescription regulation, serving as a model for broader adoption [7][9]

Summary of the Conference Call on the Hong Kong Medical Sector Industry Overview - The conference focused on the Hong Kong medical sector, highlighting its resilience amidst global tariff disputes and market volatility, particularly due to the impact of U.S. tariff policies on the market [1][3][5]. Key Points and Arguments 1. **Resilience of the Hong Kong Medical Sector**: Despite the turbulence caused by U.S. tariffs, the Hong Kong medical sector has shown strong resilience and has outperformed major indices like the Hang Seng Index [1][3]. 2. **Policy Support**: The Ministry of Industry and Information Technology, along with six other departments, released a five-year plan for the digital transformation of the pharmaceutical industry, emphasizing the integration of AI across the entire pharmaceutical value chain [1][7]. 3. **Investment Opportunities**: The current valuation of the Hong Kong medical index is at 24 times earnings, which is in the bottom 10% of its historical range, indicating a strong investment opportunity [6][10]. 4. **Impact of Tariffs**: The recent U.S. tariffs exempted pharmaceutical companies, suggesting that the medical sector is relatively insulated from tariff impacts compared to other industries [5][6]. 5. **AI Integration**: The integration of AI in medical applications is expected to drive significant growth and innovation within the sector, with AI being a key focus for future investments [12][16]. 6. **Long-term Growth Potential**: The medical sector is seen as a core industry in Hong Kong, second only to technology, with strong growth potential driven by domestic demand and supportive policies [10][11]. 7. **Internet Medical Services**: The internet medical sector is expected to grow significantly, with online pharmacies projected to capture a larger market share, currently at only 15% [20][21]. 8. **CHO Sector Growth**: The Contract Research Organization (CHO) sector is experiencing rapid growth due to China's engineering talent and infrastructure, which supports the development of innovative drugs [23][24]. 9. **Medical Device Innovation**: There is a strong emphasis on the innovation of high-end medical devices, supported by government policies aimed at enhancing the capabilities of the medical device industry [8][26]. Other Important Insights - **Market Dynamics**: The conference highlighted the importance of monitoring policy changes and market dynamics, particularly in relation to AI's role in transforming the medical sector [31][32]. - **ETF Investment Strategy**: The newly launched Hong Kong medical ETF is designed to track the medical sector's performance, providing investors with a diversified investment tool that focuses on high-growth areas such as internet medical services and medical devices [14][27]. - **Long-term Investment Approach**: Investors are encouraged to adopt a long-term perspective, focusing on the underlying growth potential of the medical sector while being mindful of short-term market fluctuations [31][32]. This summary encapsulates the key discussions and insights from the conference call regarding the Hong Kong medical sector, emphasizing its resilience, growth potential, and the impact of AI and policy support on future investments.