交流会特邀斯坦福大学、滑铁卢大学、爱丁堡大学等海外名校毕业的苏州创业者代表，围绕技术转 化、企业成长、融资经验等内容进行分享，并与在场青年学子进行开放式互动。学子们踊跃提问，倍加 珍惜这次与创业前辈面对面交流的机会，嘉宾们结合自身奋斗经历真诚回应，现场气氛非常热烈。 交流会还为青年学子详细介绍苏州创新创业环境与科技人才政策，推介2026国际人工智能OPC创业 大赛，并邀请创投专家结合实战案例为青年学子提供从创意到资本的全流程指导。 昨天（12月31日），"OPC苏州之夜"跨年活动重要组成部分——创业交流会与项目路演以智慧与激 情点燃创新创业热烈氛围。 项目路演环节汇聚海内外顶尖高校青年人才的36个优质项目，涵盖智能机器人、具身智能、AI智 能应用、AI医疗等领域。选手全情投入，会场洋溢青年创客的激情。来自苏州资管、苏创投、顺融资 本、东吴创投、营财集团等知名投资机构的专家现场点评，为项目提供专业指导。 路演还专设"面对面"交流区，十余家投资机构现场驻点，推动人才项目与资本实现精准高效对接。 ...

未来，随着AI技术的不断突破和医疗健康需求的升级，AI医疗行业有望持续保持高景气度。 北京市卫健委信息处处长邓锴介绍，《行动计划》和《若干措施》两份文件，将抢抓人工智能发展历史 机遇，赋能人工智能和医药健康产业发展，通过人工智能赋能医疗健康行业，使人民群众广泛享有更加 优质、便捷、高效的医疗卫生服务。同时，立足卫生健康行业自身的需求场景、行业数据、科技服务等 方面，提出支持人工智能和医药健康产业发展的具体举措。 AI医疗正迎来商业化拐点 北京医疗领域发展人工智能将有更明确的措施。12月30日，北京市卫生健康委召开医疗健康人工智能政 策发布媒体沟通会，详细解读了《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）》（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）》（简称《若干措施》）。 《行动计划》从聚焦核心场景应用、进一步拓宽应用场景、加大支撑保障力度等三个维度出发，共部署 了16项重点任务。聚焦核心场景应用，《行动计划》聚焦辅助临床诊疗、基层卫生和健康管理的核心应 用场景，鼓励医疗机构与优质人工智能企业开展应用研发合作，培育并遴选成熟 ...

Group 1 - The discussion on "AI surpassing ordinary doctors in top-tier hospitals" has garnered significant attention in the investment community, with notable investor Duan Yongping commenting that AI is likely to be faster, more convenient, and even more accurate than expensive private doctors [1][3] - The AI healthcare sector is experiencing a surge in interest, particularly highlighted by the rapid popularity of consumer-level applications, such as Ant Group's AI health app "Antifufu," which has reached the top of the Apple App Store's free download chart and processes 5 million health inquiries daily [3][6] - The capital market's enthusiasm for the AI healthcare sector has been ignited, with the Wind AI healthcare theme index rising for several consecutive trading days following the product upgrade of "Antifufu," leading to active stock performance among related listed companies, including Meinian Health, Huaren Health, Weining Health, and Yuyue Medical [6] Group 2 - The aging population and increasing life expectancy are driving the demand for health-related AI applications, revealing a widespread market need for health solutions [6] - The current trajectory of AI healthcare is expanding from single products to a full diagnostic and treatment chain, with applications extending from core hospitals to grassroots healthcare and personalized health management [6] - The integration of "artificial intelligence + healthcare" is expected to deepen under supportive policies and the development of new productive forces, opening up broader opportunities for industry growth [6]

Core Insights - Ant Group's AI health app, Antifufu, quickly rose to the top three in the Apple App Store, achieving over 15 million monthly active users, making it the largest health management AI app in China [1] - The app addresses two major pain points in internet healthcare: low-frequency medical consultations and uneven resource distribution, transforming infrequent medical inquiries into frequent health companionship, thus democratizing access to quality medical resources [1] - The popularity of Antifufu is not an isolated incident; it empowers the industry chain with three core investment dimensions: AI + home smart devices, AI + offline health check-ups, and AI + pharmaceutical retail and services [1] - This indicates that AI healthcare has transitioned from laboratory research to industrial application, and investors should focus on companies that can deeply integrate with AI and possess core advantages [1] - The success of Antifufu may mark the beginning of a transformation in AI healthcare [1] Investment Dimensions - The three core investment dimensions identified are: 1. AI + home smart devices 2. AI + offline health check-ups 3. AI + pharmaceutical retail and services [1] - Companies that align with these dimensions and have strong core advantages are expected to benefit from the growth of the AI healthcare sector [1][3] - The AI healthcare sector is moving from experimental phases to practical applications, indicating a significant investment opportunity in this core market [3]

Market Overview - The market continues to rise, with the Shanghai Composite Index achieving a seven-day winning streak, closing up 0.47% at 3959.62 points. The Shenzhen Component Index rose 0.33%, and the ChiNext Index increased by 0.3%, while the STAR Market 50 Index fell by 0.23% [1][11] - A-shares saw a total trading volume of 1.94 trillion yuan, an increase from the previous day's 1.9 trillion yuan, with over 3700 stocks rising across the market [1][11] - Sectors such as aerospace, military, robotics, and insurance led the gains, while precious metals and non-ferrous metals experienced a pullback [1][11] Monetary Policy - The Central Bank's Monetary Policy Committee has decided to continue implementing a moderately loose monetary policy, enhancing counter-cyclical and cross-cycle adjustments to better utilize monetary policy tools for economic stability and reasonable price recovery [4][14] - The ongoing release of policy dividends is expected to further boost total economic demand, accelerating the transition of economic growth momentum and reinforcing the long-term positive logic of the capital market [4][14] - The CSI A500 Index, focusing on advanced manufacturing and information technology, is positioned to better capture opportunities in industrial structure upgrades compared to traditional broad-based indices [4][14] Robotics Sector - The robotics sector is experiencing a strong performance, driven by accelerated capital operations and positive market sentiment. A notable acquisition in Hong Kong aims to integrate precision manufacturing capabilities and supply chain resources [5][15] - The industry is at a critical juncture for large-scale production, with Tesla's Optimus robot achieving significant breakthroughs, supporting its 2026 production goals [5][15] - The total order volume for humanoid robots has exceeded 30,000 units this year, indicating a continuous growth trend towards commercialization [6][15] AI in Healthcare - AI in healthcare is gaining market attention, supported by policy initiatives and technological innovations. The National Health Commission and other ministries have outlined plans for AI applications in healthcare, aiming to establish clinical models and smart applications by 2027 [8][18] - The total procurement orders for medical IT projects, including pilot bases, have surpassed 1 billion yuan since December, indicating accelerated development in the AI healthcare sector [8][18] - Major internet companies are actively developing AI healthcare applications, with significant user engagement reported for various platforms [8][18] Pharmaceutical Industry - The pharmaceutical sector is a key area for AI applications, with potential for cost reduction and efficiency improvements in innovative drugs and high-end medical devices [9][19] - Domestic healthcare policies are supportive of innovative drug development, with promising prospects for the internationalization of innovative drugs and medical devices [9][19] - The industry is expected to see enhanced competitiveness and improved market conditions, making it an attractive area for investment [9][19]

Group 1 - The core viewpoint of the news highlights the performance of the consumer electronics sector, with the CSI Consumer Electronics Theme Index rising by 0.23% and notable increases in individual stocks such as XW Communication (up 13.35%) and Changying Precision (up 8.52%) [1] - The consumer electronics ETF has achieved a five-day consecutive increase, with the latest price reported at 1.22 yuan [1] - Ant Group's AI healthcare application "AQ" has been rebranded to "Ant Afu," experiencing a surge in downloads, reaching the third position on the Apple app store, with over 15 million monthly active users [1] Group 2 - CITIC Securities expresses optimism regarding major internet companies leveraging AI capabilities and established ecosystems to capture market share in the AI healthcare sector, creating a comprehensive application that integrates medical consultation, health management, and medical consumption [1] - The policy environment continues to support the development of AI in healthcare, with increased funding driving demand in both B2B and B2C segments [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, with the top ten weighted stocks accounting for 56.39% of the index [2]

近日，长城基金举办了2026年度投资策略会，长城消费增值基金经理龙宇飞在会上就医药产业投资领域 的热门问题展开了深度探讨。 当下，医药产业步入创新突破叠加技术融合的关键期，投资逻辑也在重塑。 近日，长城基金举办了2026年度投资策略会，长城消费增值基金经理龙宇飞在会上就医药产业投资领域 的热门问题展开了深度探讨。 当下，医药产业步入创新突破叠加技术融合的关键期，投资逻辑也在重塑。 龙宇飞认为，唯一不变的就是变化本身，医药行业核心竞争力的标准在持续演进：10多年前主要比拼商 业化能力，5-10年前转向产品力，如今则要求研发与商业化双优。站在当前时点，全球进入新一轮科技 升级浪潮，能否拥抱新的生产力工具或产业升级方向，并将其深度融合到商业模式与研发中，将成为下 一轮竞争的关键。 龙宇飞认为，唯一不变的就是变化本身，医药行业核心竞争力的标准在持续演进：10多年前主要比拼商 业化能力，5-10年前转向产品力，如今则要求研发与商业化双优。站在当前时点，全球进入新一轮科技 升级浪潮，能否拥抱新的生产力工具或产业升级方向，并将其深度融合到商业模式与研发中，将成为下 一轮竞争的关键。 展望2026年医药行业投资，龙宇飞认为创 ...

Core Insights - Ant Group's C-end AI medical application "AQ" has been rebranded as "Ant Afu," completing its brand strategy upgrade [1][2] - The Ant Afu app features three main highlights: structured multimodal precise consultation capabilities, long-term health data accumulation enhancing user stickiness, and promising commercialization prospects within the Alibaba ecosystem [1][2] - The company is optimistic about major internet firms leveraging AI product strength, mature ecosystems, and substantial funding to capture market share and cultivate user awareness of AI home medical services, aiming to create a national-level AI medical application [1][2] Market Potential - Leading pharmaceutical e-commerce platforms possess vast C-end customer bases and complete commercialization scenarios, likely to benefit first from these developments [1][2] - Policy initiatives are driving the development of the AI + healthcare industry, with incremental funding facilitating increased demand on the B/G end [1][2]

人民财讯12月25日电，中信证券研报指出，蚂蚁旗下C端AI医疗应用"AQ"更名"蚂蚁阿福"，完成品牌战 略升级。研报认为，蚂蚁阿福APP具备结构化多模态精准问诊能力，长周期健康数据积累提升用户黏 性，以及阿里系生态互联商业化前景可观三大亮点。看好互联网大厂凭借AI产品力、成熟生态以及投 流资金规模优势，率先抢占市场并完成用户AI家医心智培育，打造AI集医学问诊、健康管理、医疗消 费于一体的国民级AI医疗应用。头部医药电商平台手握海量C端客群，具备在线问诊、买药、预约挂 号、医疗服务的完整商业化场景，有望率先受益。与此同时，政策持续推动AI+医疗行业的发展，增量 资金落地助推B/G端需求同步提升。 ...

12月22日，在格隆汇主办的"科技赋能·资本破局"线上分享会上，备受关注的"金格奖"年度卓越公司评 选结果正式揭晓。智云健康（09955.HK）凭借在战略转型、业务重构与可持续增长方面的突出表现， 荣获"年度转型先锋奖"。该奖项旨在表彰那些在动态变化的市场环境中，通过主动变革实现高质量发 展、创造长期价值，并对产业升级产生积极影响的领先企业。 智云健康的获奖，不仅是对其财务状况与战略执行力的肯定，更是对其以AI赋能慢病管理、以P2M（从 患者到工业）模式重塑行业价值链的转型路径的高度认可。 在AI医疗日益成为市场主线的今天，智云健康提供了一个鲜活案例：一家企业如何通过"做减法、聚主 业、强技术"，走出了一条良性增长与可持续转型之路。 | 2025年度卓越公司评选榜单 | | | --- | --- | | 公司名称 | 公司代码 | | 灿谷 | CANG.US | | 华兴资本控股 | 01911.HK | | 华赢集团 | AXG.US | | 汇通达网络 | 09878.HK | | 晋景新能 | 01783.HK | | 智云健康 名不力究院 | 09955.HK 56隆汇 | 战略聚焦与财务蜕变：转 ...