政策维度 1.基础设施支撑：筑牢数字化发展底座 国家以标准化建设为核心，推动医疗健康数据互通与智慧医院建设，为AI应用奠定基础。一方面，出台《关于加强全民健康信息标准化体系建设的意 见》，研究制订医学人工智能应用研究指南，推进医学人工智能在智能临床辅助诊疗、医用机器人、人工智能药物研发、智能公共卫生服务、智能医院管 理、智能医疗设备管理、智能医学教育等领域应用试点和示范；另一方面，通过《公立医院高质量发展促进行动（2021-2025年）》，鼓励有条件的公立医 院加快应用智能可穿戴设备、人工智能辅助诊断和治疗系统等智慧服务软硬件，提高医疗服务智慧化、个性化水平，推进医院信息化建设标准化、规范化水 平。 2.监管治理完善：明确合规发展路径 针对AI医疗产品的特殊性，国家建立了分层分类的监管框架，平衡创新活力与安全底线。2021年《人工智能医用软件产品分类界定指导原则》首次明确AI 医用软件的分类与监管要求，根据产品预期用途、算法成熟度等因素将其分为二类或三类医疗器械，为企业研发与注册提供清晰指引；后续通过推动医疗大 模型备案与应用评测、强化算法透明性与数据安全管理、明确伦理治理要求等措施，逐步构建起"全生命周期监 ...

（来源：新华日报） □ 本报记者 安莹 杨彦 王甜 蒋明睿 2026年，是"十五五"规划的开局之年，也是江苏卫生健康事业迈向更高水平的关键一年。 江苏卫生健康系统深入贯彻党的二十届四中全会部署和省委十四届十次全会精神，总结2025年工作成 效，科学谋划"十五五"改革发展新路径，精准对接人民健康新需求，记者采访了全省13个设区市的卫生 健康委员会主任，回顾2025，畅想2026。透过各地的实践与展望，江苏正努力让每一位百姓的健康获得 感更有成色、幸福感更可持续、安全感更有保障。 南 京 2025年，南京成功入选中央财政支持的公立医院改革与高质量发展示范项目；改革示范效应凸显；医防 融合成效显著；基层网底不断夯实；医疗服务能级跃升，南京市儿童医院顺利申报国家区域医疗中心； 普惠托育加快发展；科技创新再攀高峰。 南京市卫生健康委主任唐伯才表示，推动卫生健康事业与人口发展双向提质，首先要以规划为引领。贯 彻新发展理念，将人均预期寿命、母婴安全水平、传染病与慢性病防控、普惠托育服务发展等纳入规划 核心指标。紧扣新质生产力发展要求，推动生物医药产业创新突破，促进"AI+医疗健康"深度融合。 其次，要以改革为动力，打造长三 ...

Group 1 - The article discusses the global trend of conversational AI health assistants, highlighting their emergence as a new focus in the AI + healthcare sector, with significant investments from major internet companies in China and abroad [5][10][11] - OpenAI and Anthropic have launched health-related products and features, with OpenAI's ChatGPT being utilized by over 400 million users for medical inquiries, indicating a strong demand for AI in healthcare [4][13][14] - The article emphasizes the rapid development expected in the conversational AI health assistant market by 2026, driven by changing user habits, technological advancements, and regulatory support [5][21][25] Group 2 - The article identifies key drivers behind the rise of AI health assistants, including changes in user interaction habits, increased AI capabilities, and the competitive landscape in healthcare [22][23][26] - It notes that while the AI health assistant market is growing, challenges such as technological limitations, unclear business models, and regulatory risks remain [29][30][32] - The article suggests that the healthcare sector is a promising area for AI commercialization due to its essential nature and the potential for long-term service revenue [27][28][34] Group 3 - The article outlines strategies for the healthy development of AI health assistants, including increasing data openness and innovation support, as well as promoting industry self-regulation [37][40] - It emphasizes the importance of high-quality healthcare data for training AI models and the need for collaboration between healthcare providers and AI developers [38][39] - The article calls for a clear regulatory framework to ensure the safe and effective deployment of AI health assistants, highlighting the need for industry standards and guidelines [43][44][46] Group 4 - The article concludes with a vision for the future, suggesting that health applications have the potential to become super apps, meeting essential user needs and integrating with various aspects of life [49][50] - It posits that the AI health assistant could become a necessary tool in the AI era, reflecting a shift in user expectations towards technology that actively supports health management [51]

Core Viewpoint - The AI healthcare sector is experiencing a significant surge, driven by the launch of AI health features by major tech companies like OpenAI and Ant Group, leading to strong performances in related stocks [1] Group 1: Market Performance - The AI healthcare sector saw a collective rise, with several stocks performing strongly, including Meinian Health reaching its daily limit up, and Dean Diagnostics also hitting a 20% limit up [1] - Companies such as Weining Health and Huaren Health increased by over 10%, while Yuyue Medical and Saili Medical also saw gains [1] Group 2: Key Developments - OpenAI launched "ChatGPT Health," directly competing with Ant Group's "Antifufu," which has reached 30 million monthly active users and over 10 million daily inquiries [1] - The competitive landscape is heating up as both tech giants heavily invest in the AI healthcare space, igniting interest in related A-share concept stocks [1] Group 3: Market Outlook - The market perceives healthcare as a battleground for domestic and international giants, with companies that have mature scenarios and implementation capabilities expected to benefit from the ongoing AI wave [1]

两大科技巨头重仓布局，彻底点燃了AI+医疗健康赛道，带动A股相关概念股全线飙升。此前，蚂蚁阿 福App新版发布时，鱼跃医疗、卫宁健康等"阿福概念股"已经历过一轮上涨行情，鱼跃医疗、三诺生物 （300298）等多家公司亦在互动平台确认了与蚂蚁阿福的产品接入与合作关系。 市场认为，医疗健康将成为国内外巨头的兵家必争之地，拥有成熟场景和落地能力的医疗健康公司将在 这波AI浪潮中持续受益。 1月9日消息，AI医疗健康板块今日开盘集体走强，多只个股表现强劲。其中，美年健康（002044）开 盘后迅速涨停，迪安诊断（300244）"20cm涨停"，卫宁健康（300253）、华人健康（301408）涨超 10%，鱼跃医疗（002223）、塞力医疗（603716）等跟涨。 消息面上，人工智能巨头OpenAI昨日宣布上线AI健康功能"ChatGPT Health"，与国内蚂蚁集团"蚂蚁阿 福"形成直接对标。据最新数据，蚂蚁阿福App最新月活用户规模已达3000万，单日用户提问量超1000 万。 ...

Group 1: Artificial Intelligence and Technology Development - In 2026, Mentougou District will focus on the artificial intelligence industry, aiming to fully operationalize 200P domestic computing power and initiate the construction of intelligent computing centers for industries such as digital audio-visual and smart cultural tourism [1][4] - The district has established a technology park that has attracted 355 national high-tech enterprises and 178 specialized and innovative enterprises, with a total revenue exceeding 100 billion yuan for the first time [2] - The park will provide a comprehensive ecosystem for technology development, including support for startups and established enterprises, facilitating rapid technological research and market expansion [2][3] Group 2: Healthcare and Medical Innovation - Mentougou will continue to develop the "China Heart Valley" focusing on "AI + healthcare" and innovative medical devices, leveraging regional computing power and data advantages to enhance medical big data applications [1][5] - The district will support the development of advanced medical equipment such as precision radiation therapy devices and surgical robots, aiming to reduce costs and improve efficiency in innovative medical devices [5][6] Group 3: Cultural and Ecological Development - Mentougou aims to enhance its cultural heritage and ecological resources by building the "Beijing West Museum Cluster" and promoting the integration of cultural heritage with tourism [9][10] - The district will implement ecological projects to improve biodiversity and environmental monitoring, including the "Six Water Connectivity" project to enhance water management [7][8] - Plans include the construction of urban galleries and the promotion of rural tourism, with a focus on creating a national-level tourist resort in the Tanzhe area [10][11]

得益于北京市近日发布的两项"AI+医疗健康"政策，北京市海淀区甘家口社区卫生服务中心的AI诊疗能 力可能再上台阶；鹰瞳科技这家做眼底病变大数据模型的企业将有机会和医疗机构合作，获得更好的落 地场景。 这两项政策分别是《北京市支持医疗健康领域人工智能应用发展行动计划（2026-2027年）》（以下简 称《行动计划》）和《北京市医疗健康领域支持人工智能产业创新发展若干措施（2026-2027年）》 （以下简称《若干措施》）。 在苏文看来，数据是人工智能发展的基础。北京的新政提出要强化数据治理，释放要素价值。相关的举 措包括，加快北京全民健康信息平台建设，整合各类医疗数据，为企业提供高质量的数据集。同时，新 政制定数据脱敏和标注规范，保障数据安全，促进数据流通交易，这将极大提升企业获取和使用高质量 数据的效率。 另外，苏文注意到，新政鼓励企业与医疗机构开展深度交流对接，形成供需对接机制。政策还明确要开 放多元化试点应用场景，她说，这将有助于企业更好地理解临床需求，优化算法模型，实现与医疗机构 的高效配合。 铂生卓越是致力于干细胞药物研究及临床转化与应用的创新药企业，其核心产品艾米迈托赛注射液是我 国第一款获批上市的 ...

转自：全国政协 以"同心科创工程"立基 用"AI+医疗健康"破题 全国政协委员、九三学社宁夏回族自治区委会主委 马秀珍 作为一名全国政协委员，我时常在想：如何在履职路上留下真正坚实的脚印？如何以担当为墨，书写无 愧于时代的答卷？通过长期的履职实践和思考，我认为，好的建言从不是一蹴而就的，它需要深耕一域 的专注和跟踪，持续用力地坚持和执着，更需要汇聚众智的胸怀和担当。 过去一年，我的履职方向在实践的锤炼下日益明晰：一端深耕"同心科创工程"，构筑支撑未来的战略基 础；另一端锐意突破"AI+医疗健康"，直面时代关切的民生前沿。这一"立"一"破"，像驱动履职前进的 双轮，让我在服务大局与贴近民生的交汇点上，找到了持续发力的支点。 站在岁末回望，我欣喜地看到，"同心科创工程"持续深化，正在为宁夏不断汇聚起澎湃的"创新动能"。 难忘今年5月"同心科创工程"推进会在银川召开，九三学社中央领导到场指导，共商深化合作大计，共 同致力于将宁夏打造为九三学社社员施展才华、成果转化的热土，成就地方创新发展与民主党派自身建 设的"双向奔赴"。截至目前，来自九三学社的15个院士专家团队带着技术与智慧扎根宁夏，梳理关键技 术需求241项， ...

Core Viewpoint - The capital speculation around AI is gradually receding, while the exploration of industrial applications is becoming more solid, driven by policy guidance and technological acceleration [1] Group 1: Event Overview - The 2025 AI+ Industry Application Innovation Conference was successfully held, focusing on the theme "AI Empowering Industries" and gathering leaders from various sectors to explore new paths for linking AI resources with the real economy [4] - The conference emphasized the need for collaboration across sectors to drive the practical application of AI technologies, transforming technological imagination into actual productivity [4] Group 2: Industry Insights - The integration of AI technology in the healthcare sector has moved from conceptual hype to a phase of value cultivation, with significant advancements in drug development and disease diagnosis expected by 2025 [6][11] - A comprehensive industry guide titled "2025 AI+ Healthcare Industry Application Map" was released, providing a panoramic reference for the integration of AI in healthcare, covering drug development, medical devices, and healthcare services [7][8] Group 3: Investment Opportunities - AI technology's application in healthcare is entering an accelerated implementation phase, presenting a prime investment opportunity as the industry size remains relatively small and underappreciated [11] - The use of AI in medical imaging is expected to significantly enhance diagnostic efficiency and reduce costs, creating substantial profit potential in this area [11]

Core Insights - The integration of AI and healthcare is transitioning from hype to tangible value creation, driven by supportive policies for industrial upgrades in China [1] - A new industry report titled "2025 AI+ Healthcare Industry Application Map" will be released to provide a comprehensive reference for industry development [1][2] Group 1: Industry Development - As of the first three quarters of 2025, 42 medical AI products have received NMPA Class III certification, representing a 68% increase from the end of 2024 [2] - The penetration rate of AI systems in top-tier hospitals has increased from 15% to 32%, indicating an imminent opening of the industry realization cycle [2] Group 2: Challenges and Solutions - There is a growing issue of information asymmetry in the industry, with companies confused about AI application pathways and investors struggling to discern real value amid potential technology bubbles [2] - The report aims to address core pain points by systematically analyzing the development status of three key areas: AI in drug development, AI in medical devices, and AI in medical services [2] Group 3: Capital Perspective - The involvement of Huizheng Finance adds a crucial capital dimension to the report, emphasizing a focus on "structural differentiation under value concentration" in the current market [3] - The report serves as a practical toolkit for various stakeholders, providing data support for government policy implementation, successful models for companies, and insights for investors to identify quality targets [3] Group 4: Future Outlook - The report will be dynamically updated to align with the evolution of AI technology and the healthcare industry ecosystem [3] - Huizheng Finance plans to deepen research on AI+ key industries and uncover growth benchmarks in AI application [3]