2025年8月15日-16日，2025数字疗法大会在海南举行。大会以海纳百"数"为主题，聚焦全球数字医疗创新成果，推动跨界生态与全产业链深度 对接，共探行业趋势、激发创新动能，引领数字健康共同体高质量发展。大会公布了"2025数字健康创新应用案例"获奖名单，轻松健康集团凭借 在数字医疗健康领域的创新实践，与阿里巴巴达摩院、腾讯、讯飞医疗等获此殊荣，成为行业内公认的数字健康标杆企业。 作为医疗健康领域的标杆平台，轻松健康集团围绕"AI赋能健康产业数字化转型"主题进行分享，全面展示了集团在人工智能技术、健康服务 创新、保险数字化、早筛技术及全民健康素养提升等方面的最新成果和实践经验。 公众提前识别潜在健康风险。借助AI驱动的标准化筛查工具与服务流程，优质医疗资源得以跨越地域限制，让更多人群享有早期干预的机会，从 而践行"未病先防"的理念，诠释"健康普惠"的内涵。 在具体应用上，轻松健康集团构建了基于AI和大数据的多维度早筛矩阵，覆盖肿瘤、心血管、慢病风险评估及基因检测等多个领域。通过AI 分析体检数据与生活习惯，精准匹配个体化的早筛项目；并以"线上预约-线下筛查-AI解读报告-健康管理建议"的全链路服务模式，将早 ...

Core Insights - The 2025 Digital Therapy Conference was held in Haikou from August 15 to 16, focusing on establishing Hainan as a global hub for digital therapy innovation [1] - The conference attracted representatives from government, academia, clinical experts, and industry leaders to discuss the development direction, trends, and collaboration opportunities in digital therapy [1] Industry Overview - Digital therapy is recognized as a key direction for innovation in modern service industries and high-tech sectors, aligning with Hainan's health industry layout within the free trade port [1] - Hainan is leveraging its free trade port policy advantages to systematically promote the development of a collaborative digital healthcare ecosystem [1] Key Developments - The conference released the "Digital Medical Regional Demonstration Application Panorama," which systematically outlines typical demonstration cases across various regions, departments, and indications in China [1] - The event featured a dedicated exhibition area showcasing the "Hainan Digital Therapy Innovation Island Ecosystem," presenting a comprehensive view of digital therapy development from policy, industry, clinical implementation, and user benefits perspectives [1]

微医以数字化推动医疗行业升级的三项创新 微医"三项创新"成行业数字化升级"基桩" 2015年，微医建立了全国首家互联网医院，开创了在线处方、在线复诊、远程会诊等诸多先河。此后，微医开始从互联网医疗服务向药和保延伸，升级 互联网医院模式，并在2019年探索、落地了数字健共体，以破解"医疗不可能三角"，从而实现"提高医疗服务质量、增加医疗服务可及性和降低医疗服务的 价格"的目标。 行业人士评论，微医"三项创新"对于我国数字医疗行业发展产生了持续、深远的影响，在一定程度上已成为支撑中国医疗行业数字化升级的三根"基 桩"。 微医药械交易平台成长迅猛，正构建"大体系" 日前，福布斯中国发布《2022中国创新力企业50强》榜单，5家大健康领域企业入选，微医成为唯一一家上榜的数字医疗企业。这已是微医继2018年、 2019年之后，第三度上榜。 微医的业务模式创新一直被行业所关注。微医以互联网医院、药械交易平台、数字健共体三项创新，针对性地提供了数字化"解题"思路，其中药械交易 平台是联动"三医"深入解决痛点的精准切入口，也是微医以数字化推动行业升级的"加速器"。 | 三医联动 | 三个难题 | 三项突破 | 三个支柱 | ...

Group 1: Economic Performance - Chaoyang District's GDP is projected to exceed 900 billion yuan, reaching 923.01 billion yuan in 2024, with a 5.1% year-on-year growth in the first half of this year, totaling 462.01 billion yuan [3] - The district's actual foreign investment and total import-export volume rank first in the city, with local public budget revenue accounting for nearly 20% of the city's total [3] - The retail sales of consumer goods in the district reached 129.5 billion yuan in the first half of the year, maintaining a 20% share of the city's total [3] Group 2: Cultural and Tourism Development - The tourism revenue in Chaoyang District is expected to reach 154.5 billion yuan in 2024, representing a 16% year-on-year increase and accounting for 23% of the city's total [4] - The district hosted 41 large concerts in the first half of the year, attracting 1.7 million attendees and generating direct ticket sales of 1.1 billion yuan, leading to over 7.5 billion yuan in total consumption [5] Group 3: Technological Innovation - The contribution of the information and technology service sectors to the district's GDP reached 25.8%, an increase of 7.2 percentage points compared to the end of the 13th Five-Year Plan, contributing over 30% to economic growth [6] - Chaoyang District has seen the establishment of nearly 700 enterprises in the artificial intelligence sector, with significant advancements in digital healthcare and a notable increase in R&D expenditures among major enterprises [6][7]

公司与八宿县人民医院联合开发"AI援藏智慧医院平台"，依托5G实时传输与AI辅助诊断技术，打破高 原医疗资源孤岛；公司携手赤峰市医院创新打造"DIP智慧控费平台"，以AI算法与大数据模型为核心， 构建病种分组与费用预测模型，为精细化费用管理提供精准支撑；公司与上海弘济棠合作打造"智能健 康驿站智慧云平台"，以物联网设备与AI健康模型为触角，为用户提供个人健康一体化管理平台；公司 自主研发的"AI数字员工"由角色化的智能体矩阵组成，是国内首个医疗场景多角色智能体协作系统，具 有高智商、高情商、高效能的优势，智能体引擎可进行智能体行为的精准控制与动态优化，复杂的逻辑 推理和自然交流可更好地与用户进行情感交互，全流程自动化则可显著改善服务效率。目前健康之路的 AI数字员工已在国内多家医疗服务机构落地，帮助其在显著降低人力成本的同时提升服务质量，展现 出极强的商业化价值。 业内人士认为，受益于"AI+医疗"的市场趋势，依托公司二十余年来在数字医疗领域积累的丰富经验和 资源，健康之路有望凭借其"AI医疗智能体"打开第二增长曲线。 （文章来源：证券日报） 本报讯 （记者矫月）近日，健康之路股份有限公司（以下简称"健康之路 ...

中新网北京8月7日电(柳棽)2025年8月6日，"中英健康创新平台"首次工作会议在北京以线上线下相结合 形式举行。中国商务部投资促进事务局局长刘民强，英国驻华副贸易使节、公使衔参赞柯麦佑(Matt Crossman)，北京市朝阳区人民政府副区长、北京商务中心区管理委员会主任陈黛出席会议并致辞。 今年1月，第十一次中英经济财金对话在北京成功举行，双方达成多项成果。"中英健康创新平台"作为 中英经济财金对话的成果之一，由中国商务部投资促进事务局与英国商业贸易部生命科学与医疗司联合 发起，旨在深化两国在数字医疗、生物医药、医疗器械及公共卫生服务领域合作。 据介绍，平台将通过举办投资促进活动、组织企业互访、建立信息共享机制，以全链条服务推动技术成 果转化与市场对接，推动中英健康产业务实合作，助力打造全球健康创新合作典范。 会上，伦敦发展促进署、阿斯利康、爱丁堡大学、北京商务中心区、北京市昌平区、正大集团、恒瑞医 药、首都医科大学等中英双方成员单位代表分享了合作意向。 （文章来源：中国新闻网） ...

Core Insights - The fourth Global Digital Trade Expo (referred to as "Digital Trade Expo") will take place from September 25 to September 29, 2025, in Hangzhou, focusing on enhancing digital trade as a new engine for global economic growth [1] Group 1: Trade Promotion - The expo will feature 1,614 exhibitors, surpassing last year's total, and is expected to attract over 40,000 professional buyers, including more than 10,000 international buyers [2] - A significant increase in international procurement demand has been noted, with nearly 300 new procurement requests totaling approximately 2.3 billion yuan following the initial release of a $190 million procurement list from 23 countries [2] - The expo will leverage its location in Hangzhou, which celebrates the 10th anniversary of its first cross-border e-commerce pilot zone, to host activities involving major global platforms like Amazon, TikTok, and Facebook [2] Group 2: Technology Empowerment - The expo aims to showcase cutting-edge digital technologies and products, focusing on generative AI and multimodal sensory interaction, while eliminating traditional national pavilions to highlight leading digital trade enterprises [3] - The "Artificial Intelligence+" concept will be a central theme, demonstrating applications of AI across various sectors such as cross-border e-commerce, green transportation, and medical diagnostics [3] - New products and technologies, including the "Turing One" cleaning robot and XR glasses, will be presented, providing immersive experiences for attendees [3] Group 3: Investment Cooperation - The expo will facilitate global resource integration and promote bilateral investments, responding to the demand for global interconnected development [6] - Special events will be organized, including a focus on trade exchanges with the UAE as the guest country and the establishment of a "BRICS Special Economic Zone Cooperation Week" [6] - New initiatives like "International Bulk Commodities and Derivatives Dialogue" will support the development of a smart trading hub for bulk commodities, enhancing financial, technological, and talent empowerment [6]

机构：中金公司 研究员：冯喜鹏/赵丽萍/张琎/肖楷 盈利预测与估值 我们预计公司25~26 年non-IFRS EBIT 分别为1.83 亿元、2.32 亿元，CAGR为34%。考虑到公司利润稳 定产出，且在手现金亦有望贡献业务角度价值，我们综合行业水平给予2025 年40x 的EV/EBIT 估值， 并单独考虑现金价值，得到目标价17.5 港币（14%上行空间），给予跑赢行业评级。 风险 投资亮点 药企对线上医疗营销投入意愿可能波动；竞争加剧致订单降价风险；医师用户流失风险；新业务发展不 及预期风险；流动性风险；行业政策波动风险；与 M3 合作不畅及利益冲突风险。 首次覆盖医脉通（02192）给予跑赢行业评级，目标价17.50 港元，基于相对估值法，对应估值倍数40x 的2025 年EV/EBIT，公司是第三方数字医师平台行业翘楚。理由如下： 医疗产业营销端迎来升级，第三方医师平台有望脱颖而出。传统医药营销活动多以线下方式为主，疫情 扰动、医疗行业集中整顿等因素令药企对线上医疗营销业态关注度提升。根据弗若斯特沙利文数据及我 们测算，2023 年泛数字医疗营销投入占药企营销投入比重约9%（vs 2018年不足 ...

以下文章来源于健闻咨询 ，作者健闻咨询 健闻咨询 . 医疗行业跨界洞察 需要等待。 作者 | 乔燕薇 庞贝贝 李琳 来源 | 健闻咨询 （ID：HealthInsightPro） 过去十年间，中国医疗投资市场经历了巨大的起伏，从2015年行业融资额暴增，开启医 疗投资的"元年"，到2 0 2 1年达到3800余亿元的融资峰值，而后行业又进入沉寂。 在这一波波投资热潮里，医疗健康行业里产生了数百家估值超十亿美元的医疗独角兽， 分布在数字医疗、AI制药、手术机器人、互联网医院、慢病管理平台等各个领域。大家 都一度风华正茂，头顶着技术创新、政策蓝海或美好的商业预期等各种光环，在不断加 注的融资中走到独角兽的体量。幸运几乎是这一批医疗独角兽的共同特征，巨大的外部 机遇让它们以极低的时间成本将成就最大化。 但也正是在这一轮又一轮的资本热潮中，行业的"堰塞湖"悄然形成：高估值、大投入、 慢转化。在漫漫创业长路里，许多项目因为不确定的商业回报兑现、冗长的客户转化周 期与故事的一再切换，让公司处于持续亏损，通过上市来兑现"估值"变得遥遥无期，甚 至 要 面 临 生 存 危 机 。 医 疗 行 业 的 一 级 市 场 ， 漂 ...

Meeting Overview - The first extraordinary general meeting of Jiangsu Kangzhong Digital Medical Technology Co., Ltd. was held on August 1, 2025, at the company's conference room in Suzhou Industrial Park [2][4] - All 9 current directors and 3 supervisors attended the meeting, along with the board secretary and other senior executives [4] Voting and Resolutions - The meeting adopted a combination of on-site and online voting methods, and was presided over by Chairman Jianqiang Liu [4] - All proposed resolutions were passed, including the cancellation of the supervisory board and amendments to the company's articles of association, shareholder meeting rules, board meeting rules, independent director work system, and cumulative voting implementation details [5][6] Legal Compliance - The meeting's procedures, attendance, and voting methods were confirmed to comply with the Company Law, Securities Law, and the company's own regulations by the witnessing lawyers from Zhonglun Law Firm [6]