（原标题：一脉阳光(02522)：影禾医脉发布全球首个基座大模型驱动的AI辅助诊断产品） 智通财经APP讯，一脉阳光(02522)公布，2025年10月16日，由集团参股孵化的人工智能公司上海影禾医 脉智能科技有限公司(影禾医脉)，正式发布全球首个基于医学影像基座大模型"影禾觅芽"研发的AIR(路 径级AI辅助诊断产品)——胸部CT平扫辅助诊断 AIR。AIR产品标志着医学影像AI正式从"单病种小模 型"的1.0时代，迈入"基座大模型驱动"的2.0时代，具备全病灶、全病种、多器官协同诊断能力，是医学 影像智能诊断领域的一项里程碑式突破。 AIR产品以扫描部位为诊断单元，首款落地产品聚焦胸部CT平扫，实现一次扫描即可同步完成肺、胸 膜、纵隔等多器官的全病灶检测与诊断，覆盖该部位所有常见病种。AIR产品基于全球首个跨模态、全 流程医学影像基座大模型"影禾觅芽"开发，具备多器官联动分割能力，充分体现了其高效诊断、精准覆 盖、交互协同、无缝集成的技术优势，从根本上重构了医学影像AI的研发与应用逻辑。 AIR产品不仅是一款诊断工具，更是影禾医脉基座大模型生态的首个商业化落地成果。通过开放接口连 接顶级医院与基层医疗机构 ...

Group 1 - The Chinese AI healthcare sector is experiencing a "dual wave of policy and technology" this summer, with the State Council's recent release of the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" which elevates AI in healthcare to a national strategic level [1] - The goal set by the Opinions is to achieve an AI-assisted diagnosis coverage rate of over 70% in grassroots medical institutions by 2027, marking a significant step towards the large-scale and standardized application of AI technology in healthcare [1] Group 2 - Under the influence of favorable policies, industry technology breakthroughs are reaching critical milestones, exemplified by the announcement from Yilai Sunshine (02522), which plans to launch the world's first AI-assisted diagnostic product for chest CT scans based on a medical imaging foundation model by October 2025 [2] - This product signifies a transition from the "single disease small model" era to a "foundation large model-driven" 2.0 era in medical imaging AI, filling a gap in the global market [2] - Yilai Sunshine's strong network of imaging centers, high-quality data accumulation, and robust AI R&D capabilities position it as a leader in the industry, creating significant barriers to entry for competitors [2] Group 3 - Yilai Sunshine's strategy includes deep collaborations with partners like Huawei and iFlytek in various areas such as grassroots healthcare and AI diagnostics, promoting the industrialization of medical AI [3] - The establishment of regional shared imaging centers and specialized medical alliances aims to replicate the diagnostic capabilities of top-tier hospitals in rural areas, contributing to the equitable distribution of medical resources [3] - The company is evolving from a traditional imaging service provider to an AI healthcare platform with capabilities across data, algorithms, and application scenarios, enhancing its competitive edge in AI development [3] Group 4 - From an investment perspective, Yilai Sunshine's first-mover advantage is rapidly converting into commercial value, with expectations of AI products being included in the medical insurance payment system, opening up market opportunities across B-end (medical institutions), G-end (government public health projects), and C-end (health management) [4] - The company is positioned at a critical intersection of "technological breakthroughs, policy support, and market expansion," with the anticipated launch of AI products in October 2025 likely to lead to significant growth in both performance and valuation [4]

Group 1 - The Chinese AI healthcare sector is experiencing a "dual wave of policy and technology" this summer, with the State Council's recent release of the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" which elevates AI in healthcare to a national strategic level [1] - The goal set by the Opinions is to achieve an AI-assisted diagnosis coverage rate of over 70% in grassroots medical institutions by 2027, marking a significant step towards the large-scale and standardized application of AI technology in healthcare [1] Group 2 - Under the influence of favorable policies, industry technological breakthroughs are reaching critical milestones, exemplified by the announcement from Yilai Sunshine (02522), which plans to launch the world's first AI-assisted diagnostic product for chest CT scans based on a medical imaging foundation model by October 2025 [2] - This product signifies a transition from the 1.0 era of AI in medical imaging, which relied on "single disease small models," to the 2.0 era driven by "foundation large models," filling a gap in the global medical imaging AI field [2] Group 3 - Yilai Sunshine's strategy includes deep collaborations with partners like Huawei and iFlytek in areas such as grassroots healthcare and AI diagnostics, aiming to promote the industrialization of medical AI [3] - The company is evolving from a traditional imaging service provider to an AI medical platform with capabilities across "data—algorithm—scene," leveraging its data advantages and breakthroughs in foundation models to enhance R&D efficiency and reduce costs [3] Group 4 - From an investment perspective, Yilai Sunshine's first-mover advantage is rapidly converting into commercial value, with expectations of AI products being included in the medical insurance payment system, opening up market opportunities across B-end (medical institutions), G-end (government public health projects), and C-end (health management) [4] - The company is positioned at a golden intersection of "technological breakthroughs—policy support—market expansion," with the anticipated launch of AI products in October 2025 likely to lead to significant growth in both performance and valuation [4]

Core Viewpoint - The investment in the plush toy brand "Super Vitality Factory" by the reading group signifies a growing interest in the collectible toy market, driven by the success of Bubble Mart and the potential of IP development in this sector [1][3][5]. Group 1: Investment and Market Dynamics - "Super Vitality Factory" has secured a strategic investment from the reading group, acquiring a 10% stake, marking a significant event in the plush toy industry [1][3]. - The investment reflects a broader trend where major companies are rapidly entering the collectible toy market, following the success of Bubble Mart, which has a market capitalization exceeding 300 billion [5][12]. - The collectible toy market is increasingly seen as a new narrative driven by emotional value, with companies exploring various avenues such as AI companions and virtual stars [3][5]. Group 2: IP Development and Brand Strategy - The success of Bubble Mart is closely tied to its ability to create and manage IP, with a reported revenue of 13.038 billion in 2024, a year-on-year increase of 106.92% [5][12]. - The reading group, with its extensive IP resources, is positioned to leverage its existing content to enhance the collectible toy market, potentially creating a closed-loop system where toys activate consumer engagement [13][28]. - The competitive landscape is shifting towards IP creation, with companies like Lehua Entertainment and its WAKUKU brand aiming to replicate the success of Bubble Mart through strategic partnerships and celebrity endorsements [9][25]. Group 3: Future Trends and Challenges - The future of the collectible toy market may not follow a single path but will likely balance emotional resonance and long-term value, with various models emerging, including traditional IP development, AI-driven companionship, and content-based strategies [29][30]. - The challenge remains in effectively translating literary IP into appealing visual symbols for the younger demographic, ensuring that the products resonate with both fans and casual consumers [28][30]. - The evolving landscape suggests that the next successful brand will be one that can deeply connect with users, transcending mere collectibles to become meaningful emotional companions [29][30].