Core Viewpoint - Zhiyun Health (09955) reported a revenue of 3.488 billion RMB for the fiscal year ending December 31, 2024, with a gross profit of 862 million RMB and a stable gross margin of 24.7%, reflecting a year-on-year increase of 0.1 percentage points [1] Financial Performance - The increase in overall gross margin is attributed to the improvement in the gross margin of outpatient solutions, which rose from 14.2% for the year ending December 31, 2023, to 23.1% for the year ending December 31, 2024 [1] - The net profit of the five subsidiaries involved in the divestitures totaled 99.6 million RMB (pre-tax) for the fiscal year ending December 31, 2024 [6] Divestiture Details - On March 30, 2025, Zhiyun Health's subsidiary, Hangzhou Kangsheng Health Management Consulting Co., Ltd., agreed to sell 55% of Zhejiang Qilian Pharmaceutical Co., Ltd. for 33.5164 million RMB [1] - The company also agreed to sell 30% of Jiangsu Xinwange Medical Technology Co., Ltd. for 32 million RMB and 65% of Jiangsu Wandi Biotechnology Co., Ltd. for 3 million RMB [3] - Additionally, 75% of Lianyungang Zhenghe Scientific Instrument Co., Ltd. was sold for 8 million RMB, and 35% of Jiangsu Chengsheng Gene Precision Medical Technology Co., Ltd. was sold for 3 million RMB [4] Strategic Rationale - The divestitures align with the company's long-term strategy focusing on AI-driven SaaS technology advancements and monetizing the P2M (Patient to Manufacturer) pipeline [1] - The decision to divest is driven by strategic and operational considerations, particularly the need to optimize the P2M strategy and integrate AI as part of the company's transformation efforts [4] Market Impact - The five subsidiaries involved in the divestitures are significantly affected by the national medical insurance bureau's procurement policies, which have led to price reductions in their products [5] - The anticipated sixth batch of high-value medical consumables procurement and the eleventh batch of drug procurement by the national medical insurance bureau in 2025 is expected to adversely impact the future revenue, profit, and asset quality of these subsidiaries [5]

涉及总金额6 0 1 . 4 4亿元人民币。 作者 | 私募通 报道 | 决策投资圈 （ID： PEDATAMAX） 清科创业（01945.HK）旗下私募通统计：截至本周五下午，募资、投资、上市和并购共167起事件，涉及总 金额601.44亿人民币。从交易金额来看，本周金额较大事件是：2025年3月27日，华润三九医药股份有限公 司成功受让天士力生物医药产业集团有限公司、天津和悦科技发展合伙企业（有限合伙）、天津康顺科技发 展合伙企业（有限合伙）、天津顺祺科技发展合伙企业（有限合伙）、天津善臻科技发展合伙企业（有限合 伙）等持有的天士力医药集团股份有限公司的28. 0%的股权，作价59.90亿人民币。从交易事件地域分布看， 目前主要分布在广东省、江苏省和浙江省，占比为广东省15.6%，江苏省13.8%，浙江省12 .6%。 更多信息请登录：htt ps://ma x.pe da t a . c n/ 本周新登记股权投资基金管理人共计0家，取消备案登记12家，全年截至目前累计股权投资基金管理人数量 为17家。本周新增备案基金数量为85只，规模总计41 8. 88亿元，本周备案基金募资最多的为南京江宁智慧股 权投 ...

Group 1 - Shenzhen People's Hospital, Shukun Technology, and Huawei have formed a deep collaboration to deploy the DeepSeek-R1 model and the "Shukun Kun" multi-modal healthcare model, enhancing the hospital's medical and research capabilities [3] - The platform equipped with DeepSeek and "Shukun Kun" medical models will provide comprehensive research support, enabling rapid construction of multi-modal databases and offering data analysis tools for researchers [5] - The global first peritoneal dialysis model was launched by Shenzhou Medical and Sun Yat-sen University First Affiliated Hospital, utilizing advanced DHC+DeepSeek dual-engine architecture for precise understanding and processing of complex information in the field [7] Group 2 - Yingxi Intelligent has deployed its first bipedal humanoid robot named "Supervisor" in its AI-driven fully automated drug discovery laboratory, aimed at enhancing laboratory operations [10] - The innovative implantable neurostimulation system by Boruikang has passed the review by the National Medical Products Administration, marking a significant advancement in medical technology [12] - The commercial production base for small nucleic acid drugs by Zhaowei Technology has officially commenced operations, featuring advanced equipment and a total designed capacity of 48 production lines [20] Group 3 - Zhengxu Bio's self-developed base editing drug CS-101 has successfully treated a Malaysian patient with beta-thalassemia, marking another significant achievement in gene editing therapy [23] - The OCT intravascular imaging catheter developed by Weiguang Medical has received registration approval for dual indications, enhancing diagnostic efficiency in coronary and carotid artery diseases [26] - The first platelet-related cell new drug XJ-MK-002 has been granted orphan drug designation by the FDA for treating congenital thrombocytopenia, showcasing innovation in rare disease treatment [28] Group 4 - The new generation PI3Kα inhibitor JYP0035 capsule has received approval for clinical trials, aimed at treating PIK3CA mutated, HR-positive, HER2-negative breast cancer, indicating strong R&D capabilities [30] - The first domestically developed antibacterial fishbone suture line has been approved by the NMPA, representing a breakthrough in surgical materials [43] - The flexible ultrasound probe project led by Suzhou Nolaisheng Technology has been approved as a national key research and development project, highlighting advancements in ultrasound technology [39]

硅兔君 . 以下文章来源于硅兔君 ，作者王王、伊凡 50万创投人关注的硅谷科技风向标 来源丨硅兔君（ID：gh_1faae33d0655） 作者丨王王、伊凡 编辑丨伊凡 一次3000块的体检，如何成为硅谷人的续命法宝？ 全身扫描并不是新鲜概念，在公立医院叫核磁共振，在金·卡戴珊的Ins贴子里叫"救命机器"。 花299英镑（约合人民币2800元）做一次全身扫描，你愿意吗？ 这家公司在推出产品的短短几个月的时间，就已经完成了10000多次扫描，甚至在斯德哥尔摩和伦敦，有超过10万人正在排队等待享受一次这样特殊的体检。 而这种热情也把提供这项服务的初创公司Neko Health推到了估值17亿美元的明星地位，并且有80%的会员会提前重新预订服务并付款。 通过扫描发现身体疾病提前预防的案例如今更加常见。"全身扫描"市场的规模不大，尚处于起步阶段，主要是由一些CT、MRI或是其他非放射成像提供全身成像 扫描的公司组成。但昂贵的价格让许多普通人望而却步，美国的Prenuvo提供了一项价值2500美元的MRI扫描服务，使用磁共振成像一个小时内可以拍摄数千张身 体图像，金·卡戴珊和格温妮丝·帕特洛都是其忠实粉丝。另一家提供M ...

Core Viewpoint - The article discusses the strategic collaboration between Ant Group, Huawei, and Alibaba Cloud in the AI healthcare sector, highlighting the launch of the "Large Model Integrated Machine" and its implications for the medical industry [1][2][6]. Summary by Sections Product Launch and Implementation - Ant Group, in collaboration with nearly 100 enterprises, has introduced the "Large Model Integrated Machine" to facilitate the rapid and secure deployment of AI in healthcare institutions [2]. - Seven medical institutions, including Zhejiang Provincial People's Hospital and Beijing Traditional Chinese Medicine Hospital, are among the first to adopt this integrated solution [3]. AI Healthcare Expansion - The AI health application "Anzhen'er," developed in partnership with the Zhejiang Health Commission, has reached over 1,000 public hospitals and is expanding to regions like Hunan and Shanghai [4]. - Ant Group's acquisition of "Good Doctor," a pioneer in online medical consultation, has led to the enhancement of AI tools for 290,000 registered doctors [4][5]. Importance of AI in Healthcare - The article emphasizes the growing need for AI in healthcare due to the imbalance between medical professionals and patients, with generative AI showing promise in areas like resume generation and basic consultations [7]. - Advanced models like GPT-4 and Med-PaLM have outperformed human experts in medical question-answering tests, indicating the potential of AI in enhancing healthcare efficiency [7]. Ant Group's Strategic Positioning - Ant Group has made significant strides in AI healthcare since 2023, launching various initiatives such as the "AI Health Manager" and multi-modal medical models [9][10]. - The "Three-in-One" strategy encompasses services for institutions, doctors, and patients, aiming to create a comprehensive healthcare ecosystem [12][21]. Technical and Operational Aspects - The integrated machine emphasizes privacy protection and professional capabilities, allowing hospitals to deploy AI solutions without complex configurations [13][14]. - Ant Group's AI medical model has ranked first in various medical knowledge assessments, showcasing its advanced capabilities [15]. Challenges and Future Directions - The article identifies challenges in the AI healthcare sector, including the complexity of medical workflows and the need for high-quality data to train models effectively [25][26]. - Ant Group's long-term experience in the healthcare sector positions it well to address these challenges and develop AI solutions that meet actual needs [30]. Collaborative Ecosystem - The collaboration between Ant Group and major tech partners like Huawei and Alibaba Cloud aims to create a complete value chain in AI healthcare, integrating technology, industry, and payment systems [33][34]. - The article concludes that the ongoing cooperation among major players in the industry enhances the prospects for AI in healthcare, making it a critical area for future development [36].

Core Viewpoint - The article discusses the significant advancements made by Ant Group in the AI and healthcare sector, highlighting the integration of AI technologies to improve patient, doctor, and healthcare institution interactions, ultimately enhancing the overall healthcare experience [4][10][23]. Group 1: AI in Healthcare - Ant Group has made substantial progress in the healthcare sector, particularly in AI applications, which are becoming increasingly popular among the public [2][4]. - The integration of AI in healthcare addresses existing challenges faced by patients, doctors, and institutions, providing timely and professional medical services [5][10]. - AI's ability to process vast amounts of data and provide accurate diagnoses is crucial in a field where precision is paramount [9][10]. Group 2: Benefits for Stakeholders - The AI solutions developed by Ant Group benefit all three parties: patients receive better service, doctors can enhance their efficiency, and healthcare institutions can improve their capabilities [10][11]. - The introduction of AI tools, such as AI medical record organization and research assistants, alleviates the burdens on healthcare professionals, allowing them to focus on critical tasks [16][17]. - Patients experience a more manageable healthcare journey, with AI providing guidance and support during vulnerable times [20][19]. Group 3: Future Prospects - Ant Group's decade-long efforts in healthcare AI are expected to lead to personalized treatment plans and improved health management for users [23][24]. - The potential for AI to influence various industries beyond healthcare, such as automotive and consumer goods, indicates a broad scope for future applications [24][25]. - The article emphasizes that continuous efforts in AI development will eventually lead to significant transformations in healthcare and beyond [25][26].

上海凯利泰医疗科技股份有限公司 声明人朱丁敏作为上海凯利泰医疗科技股份有限公司第六届董事会独立董事 候选人，已充分了解并同意由提名人涌金投资控股有限公司提名为上海凯利泰医 疗科技股份有限公司（以下简称"公司"）第六届董事会独立董事候选人。现公 开声明和保证，本人与该公司之间不存在任何影响本人独立性的关系，且符合相 关法律、行政法规、部门规章、规范性文件和深圳证券交易所业务规则对独立董 事候选人任职资格及独立性的要求，具体声明并承诺如下事项： 一、本人已经通过上海凯利泰医疗科技股份有限公司第五届董事会提名委员 会或者独立董事专门会议资格审查，提名人与本人不存在利害关系或者其他可能 影响独立履职情形的密切关系。 是 □ 否 如否，请详细说明：______________________________ 二、本人不存在《中华人民共和国公司法》第一百七十八条等规定不得担任 公司董事的情形。 是 □ 否 如否，请详细说明：______________________________ 三、本人符合中国证监会《上市公司独立董事管理办法》和深圳证券交易所 业务规则规定的独立董事任职资格和条件。 是 □ 否 独立董事候选人声明 ...

技术的力量，开源的力量，初创生态的力量。 整理丨刘倩 ▲扫描上图中的二维码，可收听播客。《晚点聊 LateTalk》#100 期节目。欢迎在小宇宙、喜马拉雅、苹果 Podcast 等渠道关注、收听我们。 《晚点聊 LateTalk》是《晚点 LatePost》推出的播客节目。"最一手的商业、科技访谈，最真实的从业者思考。" 2025 年 1 月，农历春节也没有让模型竞赛丝毫减速。DeepSeek 发布开源推理模型 R1，以相对低的成本，在一些 Benchmark 上比 肩，甚至超越了 o1 的表现，在全球掀起了广泛讨论。 这期节目，我们邀请了 2015 年，在硅谷创立了 Fusion Fund 的投资人张璐，来和我们一起聊一聊，当前美国科技圈和硅谷语境中， 对 DeepSeek 等模型的讨论。 我们也延展聊了 DeepSeek-R1 和 o1 等推理模型打开的 Agent（智能体）应用空间；以及在美国的科技投资视野中，除了 AI，大家还 在关注什么。 Fusion Fund 曾投资 Grubmarket、Al 会议公司 Otter.ai 还有 Al 与医疗结合的公司 Subtle Medical 等。在 Al ...

自ChatGPT首次发布至今已逾两年，期间人工智能（AI）已逐渐成为生成式人工智能（generative AI）的代名词。当下，提及AI，多数人首先想到的是大型语言模型 （LLMs）及其相关聊天机器人。这反映出生成式AI对各行业乃至全球普通人的深远影响，医疗领域亦不例外。 技术应用过程 实时聆听与分析： 在患者与临床医生的对话过程中，环境聆听技术能够实时捕捉对话内容，并通过语音识别技术将其转化为文本。 信息提取与整理： 系统会自动识别对话中的关键信息，如患者的症状、医生的诊断意见等，并将其整理成临床笔记。 在医疗领域，AI在改善临床及管理工作流程方面的巨大潜力使其备受关注。2024年，早期应用AI技术的企业、医疗机构等已充分体会到了AI的诸多可能性。 到2025年，预计医疗机构对AI项目的风险容忍度将有所提高，从而推动AI的进一步应用。也将更加谨慎地选择那些能够满足业务需求、提升效率或实现成本节约的 解决方案。 下文将汇总部分2025年医疗机构可能采用AI的几种方式，供读者参考。 环境聆听AI技术 01 环境聆听是一种基于机器学习的音频解决方案，通过语音识别技术，能够实时捕捉并分析医疗场景中的对话内容。这种技 ...

国科恒泰（北京）医疗科技股份有限公司 首次公开发行股票并在创业板上市发行结果公告 保荐人（主承销商）：长城证券股份有限公司 特别提示 国科恒泰（北京）医疗科技股份有限公司（以下简称"国科恒泰"或"发行 人"）首次公开发行 7,060 万股人民币普通股（A 股）并在创业板上市的申请（以 下简称"本次发行"）已经深圳证券交易所（以下简称"深交所"）创业板上市委 员会委员审议通过，并已经中国证券监督管理委员会（以下简称"中国证监会"） 予以注册（证监许可[2023]997 号）。发行人的股票简称为"国科恒泰"，股票代 码为"301370"。 发行人与保荐人（主承销商）长城证券股份有限公司（以下简称"保荐人（主 承销商）"）协商确定本次发行股份数量为 7,060 万股，本次发行价格为人民币 13.39 元/股。本次发行价格未超过剔除最高报价后网下投资者报价的中位数和加 权平均数以及剔除最高报价后公募基金、社保基金、养老金、年金基金、保险资 金和合格境外投资者资金报价中位数和加权平均数（以下简称"四个值"）孰低 值，故保荐人相关子公司无需参与跟投。 本次发行最终采用网下向符合条件的网下投资者询价配售（以下简称"网下 发 ...