医疗服务
Search documents
该不该将AI引入电子病历,张文宏提出了一个问题
Xin Jing Bao· 2026-01-16 09:48
据《南方都市报》报道,因"拒绝将AI引入其所在医院的电子病历系统"的发言,近日,国家传染病医学 中心主任张文宏引发热议。张文宏表示,若将AI引入病历系统,会改变现有的年轻医生培养体系。 不难预见,如果AI介入了诸如病历书写这样的基础工作,医生在一般性工作中的锻炼和经验积累的机 会会减少,但这在某种程度上其实是不可避免的。 因为在科技的推动下,人类的很多能力都在不断退化。正如前文提到的,现在的法医都在用AI识别指 纹,个人识别指纹的能力在下降。可以想象,如果AI可以轻松识别肺里的小结节,那么医生在这方面 的能力也会下降。 不只是医学,在方方面面我们都面临着"AI让人的能力退化"的情况。例如,随着技术的进步,不少司机 在识别道路的能力方面,就在逐步退步。而且,如果关闭倒车影像,当下的不少司机甚至不敢倒车,而 这在过去可是汽车司机的必备技能。 不过,张文宏并不是全盘拒绝AI。他表示,自己也会使用AI,他接触的病人量太大、太复杂,短期内 处理大量病人时,一般会让AI"先看一遍","但是我一般看一眼就知道(AI)哪里是错的",而年轻医生 则有可能被误导。他强调,是否会被误导,取决于"你的能力是不是强过这个AI"。 AI ...
价值700亿美元的AI+医疗仍有很长的路要走丨ToB产业观察
Tai Mei Ti A P P· 2026-01-16 09:38
Core Insights - The Chinese government has officially launched the "Artificial Intelligence +" initiative, focusing on enhancing the healthcare sector through AI applications, aiming to improve the quality of life and healthcare services [2] - The healthcare industry is becoming a primary area for AI technology implementation, transitioning from optional to essential applications, with significant growth expected in the AI healthcare market [2][3] Industry Overview - The healthcare sector faces critical challenges such as uneven resource distribution, high physician workloads, and low research translation efficiency, creating ample opportunities for AI applications [3] - By 2025, the global AI application market is projected to reach $127 billion, with the healthcare sector accounting for 20% of this total [2] - The "AI + healthcare" market is expected to grow at a compound annual growth rate of over 29%, reaching $70 billion by 2032 [2] AI Applications in Healthcare - AI applications in healthcare have evolved through various stages, with clinical decision support systems (CDSS) being a key area of focus, addressing the knowledge gap between medical advancements and physician expertise [3][4] - The introduction of large language models has significantly improved the capabilities of CDSS, allowing for real-time updates and broader disease coverage, with accuracy rates surpassing 91% in some cases [5][11] - Medical imaging AI has matured, transitioning from basic disease screening to advanced multi-modal analysis, enhancing diagnostic precision and patient outcomes [6][7] Business Models and Commercialization - The commercialization of medical imaging AI is shifting from product sales to service-based models, driven by the integration of AI into healthcare workflows [7][10] - Companies like Ping An are leveraging AI to enhance patient services, streamline processes, and improve healthcare accessibility, with AI assisting in over 50% of family doctor tasks [8][11] - The AI healthcare market is facing challenges related to high development costs, long return on investment periods, and difficulties in monetization due to varying payment capabilities across healthcare institutions [21][22] Challenges and Future Outlook - Despite advancements, the integration of AI in healthcare faces hurdles such as data quality, regulatory issues, and the need for explainability in AI decision-making [16][19] - The lack of standardized, high-quality data across healthcare institutions hampers the training of AI models, necessitating improvements in data governance and sharing mechanisms [18][19] - The AI + healthcare sector is expected to enter a new phase of large-scale implementation by 2026, driven by collaborative efforts and continuous technological innovation [22]
美年健康1月16日龙虎榜数据
Zheng Quan Shi Bao Wang· 2026-01-16 09:05
资金流向方面,今日该股主力资金净流入2387.01万元,其中,特大单净流入2.52亿元,大单资金净流出 2.28亿元。近5日主力资金净流入2.64亿元。 融资融券数据显示,该股最新(1月15日)两融余额为19.01亿元,其中,融资余额为18.83亿元,融券余 额为1757.66万元。近5日融资余额合计增加6.92亿元,增幅为58.11%,融券余额合计增加682.92万元, 增幅63.54%。(数据宝) 美年健康1月16日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 广发证券股份有限公司深圳后海证券营业部 | 45344.41 | 38.39 | | 买二 | 国泰海通证券股份有限公司上海分公司 | 38808.10 | 0.92 | | 买三 | 深股通专用 | 36113.50 | 34744.54 | | 买四 | 国泰海通证券股份有限公司上海浦东新区海阳西路证券营 业部 | 25367.53 | 1804.90 | | 买五 | 国联民生证券股份有限公司宁波分公司 ...
医疗服务板块1月16日跌2.51%,迪安诊断领跌,主力资金净流出25.83亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-16 08:56
证券之星消息,1月16日医疗服务板块较上一交易日下跌2.51%,迪安诊断领跌。当日上证指数报收于 4101.91,下跌0.26%。深证成指报收于14281.08,下跌0.18%。医疗服务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) | | --- | --- | --- | --- | --- | --- | --- | | 301509 | 金凯生松 | 38.43 | 2.15% | | 5.17万 | 1.96亿 | | 301096 | 百诚医药 | 59.40 | 1.50% | | 3.12万 | 1.84亿 | | 600721 | 自花医药 | 9.84 | 0.92% | | 28.61万 | 2.79亿 | | 002821 | 凯莱英 | 107.33 | 0.78% | | 5.97万 | 6.39亿 | | 603259 | 药明康德 | 104.30 | 0.71% | | 44.78万 | 46.80亿 | | 688621 | 阳光诺和 | 75.88 | 0.44% | | 2.41万 | 1.82亿 | | 688 ...
润达医疗:预计2025年度归属于上市公司股东的净利润为负值
Zhi Tong Cai Jing· 2026-01-16 08:10
润达医疗(603108)(603108.SH)发布公告,经公司财务部门初步核算,预计2025年年度归属于上市公 司股东的净利润为负值,公司2025年年度经营业绩将出现亏损。 ...
润达医疗(603108.SH):预计2025年度归属于上市公司股东的净利润为负值
智通财经网· 2026-01-16 08:10
智通财经APP讯,润达医疗(603108.SH)发布公告,经公司财务部门初步核算,预计2025年年度归属于 上市公司股东的净利润为负值,公司2025年年度经营业绩将出现亏损。 ...
朗玛信息(300288)1月16日主力资金净卖出1481.98万元
Sou Hu Cai Jing· 2026-01-16 08:03
Group 1 - The core viewpoint of the news is that Langma Information (300288) has experienced a significant decline in both revenue and net profit for the first three quarters of 2025, indicating potential challenges in its business operations [2] - As of January 16, 2026, Langma Information's stock closed at 15.0 yuan, down 3.97%, with a turnover rate of 6.91% and a trading volume of 177,300 hands, resulting in a transaction amount of 267 million yuan [1] - The net outflow of main funds on January 16 was 14.82 million yuan, accounting for 5.55% of the total transaction amount, while retail investors saw a net inflow of 9.07 million yuan, representing 3.4% of the total transaction amount [1] Group 2 - For the first three quarters of 2025, Langma Information reported a main operating income of 224 million yuan, a year-on-year decrease of 24.75%, and a net profit attributable to shareholders of 13.51 million yuan, down 67.04% year-on-year [2] - In Q3 2025, the company recorded a single-quarter main operating income of 72.53 million yuan, a decline of 36.46% year-on-year, and a net profit attributable to shareholders of -0.93 million yuan, reflecting a year-on-year decrease of 105.48% [2] - The company's debt ratio stands at 17.27%, with investment income of 16.99 million yuan and financial expenses of -2.53 million yuan, while the gross profit margin is reported at 29.25% [2]
润达医疗:预计2025年全年净亏损
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-16 07:39
21智讯1月16日电,润达医疗发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润为负 值,公司2025年年度经营业绩将出现亏损。原因:经上海润达医疗科技股份有限公司(以下简称"公 司")财务部门初步核算,预计2025年年度归属于上市公司股东的净利润为负值,公司2025年年度经营 业绩将出现亏损。公司将严格遵循《上海证券交易所股票上市规则》等相关规定,加快推进财务核算工 作,尽快披露2025年年度业绩预告。最终财务数据请以公司正式披露的2025年年度报告为准。 ...
AI技术发展迅速,引领制药领域创新变革
Haitong Securities International· 2026-01-16 06:52
Investment Rating - The report indicates a positive outlook for the AI+Pharma and AI+Healthcare sectors, suggesting a shift towards data and algorithm-driven drug development and clinical applications [3][6]. Core Insights - The collaboration between NVIDIA and Eli Lilly to establish the first AI+Pharma joint innovation lab signifies a major step in integrating AI into drug R&D, with a planned investment of up to 1 billion USD over five years [3][6]. - Tempus AI's preliminary revenue for 2025 reached approximately 1.27 billion USD, reflecting an 83% year-over-year growth, validating the commercial viability of AI in clinical testing and medical data [3][6]. - The industry is currently experiencing a phase characterized by technological breakthroughs, active funding, and accelerated application of AI in pharmaceuticals and healthcare [3][6]. Summary by Sections AI+Pharma - The establishment of the AI+Pharma lab aims to address key challenges in drug development, combining expertise from both NVIDIA and Eli Lilly [3][6]. - The partnership is expected to elevate AI's role from a mere tool to a core productivity driver in drug R&D, transitioning the industry from experience-driven to data-driven methodologies [3][6]. AI+Healthcare - Tempus AI reported a diagnostic revenue of approximately 955 million USD, up 111% year-over-year, driven by significant growth in oncology and genetic testing [3][6]. - The data and application segment generated about 316 million USD, marking a 31% increase, with data licensing (Insights) growing by 38% [3][6]. Industry Trends - The report highlights a favorable environment for AI in pharmaceuticals, supported by technological advancements, policy backing, and a vibrant investment landscape [3][6]. - The launch of OpenAI's ChatGPT Health and the significant user engagement indicate a growing interest and application of AI technologies in healthcare [3][6]. - Relevant investment targets in AI drug discovery and healthcare applications include companies like XtalPi, Insilico Medicine, and Meinian Onehealth [3][6].
港股异动 | 康龙化成(03759)续跌超3% 日前宣布拟折让8.5%配股筹资
智通财经网· 2026-01-16 06:26
智通财经APP获悉,康龙化成(03759)续跌超3%,截至发稿,跌3.44%,报23.04港元,成交额1.57亿港 元。 公司预期配售所得款项总额及净额将分别为约13.34亿港元及13.19亿港元,当中约70%将用于项目建 设,以加强实验室服务设施、药物工艺开发及生产设施的能力及产能;约10%将用于偿还银行贷款及其 他借款,以优化资本结构;余下约20%将用于补充营运资金及作其他一般用途。 消息面上,康龙化成昨日发布公告称,拟配售近5844.08万股新H股,占公司经扩大后已发行股份总数约 3.19%及已发行H股总数约16.57%,配售价每股22.82港元,较1月14日股份收市价折让约8.5%。 ...