Group 1 - The core viewpoint of the article highlights the robust growth of China's economy and its medical industry, with Boston Scientific being a key player in this transformation over the past 30 years [1] - Boston Scientific has experienced double-digit growth in China over the past three years, serving over 2.3 million patients and covering nearly 5,000 hospitals in 2024 [1] - The company aims to deepen collaboration across the entire industry chain, focusing on technological innovation to contribute to high-quality development in alignment with China's "Healthy China" goal [1] Group 2 - The new institutional opening-up framework in China, as outlined in the "2025 Action Plan for Stabilizing Foreign Investment," reflects the country's commitment to high-level openness and a stable business environment [4] - Boston Scientific is committed to investing in China, developing a localized strategy that includes establishing self-owned factories and deep collaboration with local partners [4] - The company has achieved full-chain localization in China, integrating clinical application needs with global technological advantages, and utilizing AI and digital technologies to enhance innovation capabilities [4] Group 3 - Boston Scientific believes in the vast potential of the Chinese market and emphasizes the importance of collaboration with local partners to ensure that Chinese innovations benefit global patients [5]

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]

2025年3月25日，海易特医疗科技(上海)有限公司与上海交通大学医学院附属上海儿童医学中心在 儿童医学中心的张江院区共同举办了"儿童肿瘤康复机器人系统联合开发项目"启动会。此次项目标志着 双方在儿童肿瘤康复领域的技术创新与临床应用的深度合作正式启航。 启动会现场，上海儿童医学中心张江院区的小儿外科肿瘤外科主任顾松率先发表致辞。他首先对来 到启动会的各位嘉宾表示热烈欢迎，随后他对医学中心进行了简单介绍，他提到上海儿童医学中心是三 个国家儿童医学中心之一，张江院区在治疗儿童肿瘤方面无论在规模上，还是技术上都是顶尖的，针对 院内儿童恶性肿瘤彻底治愈率有着非常高的水平。本次也由衷地希望与海易特公司合作研发康复机器人 系统来解决儿童肿瘤患者肌无力、肌少症等康复问题。临床研究中心的王友俊主任提到：儿童医学中心 在小儿的治疗、康复、心理辅导方面有着全周期的管理模式，他对海易特技术的专业性及康复行业的热 情表示非常认可，并希望通过双方共同的努力，未来将儿童医学中心建造成更有温度的医院。 随后，海易特医疗科技的董事长范卫东也进行了发言，他表示公司会尽最大努力将技术及专家力量 投入到设备的研发中，加快推进康复机器人系统的落地， ...

康复进度可视化——图形化展示治疗进度，助力患者科学管理； 医患数据共享——患者实时上传数据，医生远程评估并优化治疗方案。 十载匠心铸就，易康医疗发布漏斗胸鸡胸智能矫形系统 2025年3月8日，在广州易康医疗科技有限公司(以下简称"易康医疗")成立六周年庆典上，公司正式发布胸壁 矫形管理系统，并宣布向全国患者开放使用。这一创新成果标志着胸壁畸形矫治迈入智能化、精准化时代，为漏 斗胸、鸡胸患者提供更科学、更高效的康复方案。 智能化矫形管理：精准、高效、个性化 易康胸壁矫形管理系统整合智能漏斗胸矫正器、智能鸡胸矫正器及胸壁矫形管理系统(患者端、医生端)，基 于三维医学影像分析、3D打印定制、智能康复监测等前沿技术，实现个性化矫形与远程精准治疗。系统具备六大 核心功能： 个性化定制——3D逆向工程技术，为每位患者量身打造矫形器； 智能恒压控制——动态调节治疗压力，精准控制，确保矫形效果； 治疗记录存储——实时记录治疗时长、压力参数，全面跟踪康复数据； 远程数据同步——设备支持离线记录上传，医生随时掌握患者进展； 该系统自2024年9月亮相中华医学会小儿外科学分会年会后，已在全国范围内进行六个月试运行，数百名患者 参与 ...

Core Viewpoint - Neko Health, a startup offering affordable full-body scans, has rapidly gained popularity and achieved a valuation of $1.7 billion, driven by its innovative approach to preventive healthcare and the backing of notable investors [4][5][18]. Group 1: Company Overview - Neko Health was founded by Daniel Ek, co-founder of Spotify, and Hjalmar Nilsonne, a Swedish entrepreneur, aiming to revolutionize the healthcare industry by focusing on prevention rather than treatment [6][26]. - The company offers a full-body scan service priced at £299 (approximately 2800 RMB), which has attracted significant consumer interest, with over 10,000 scans completed shortly after launch [3][31]. - Neko Health utilizes non-invasive scanning technologies, including 3D body scanning, infrared sensors, and AI analysis, to assess various health metrics [9][10]. Group 2: Market Position and Financials - Neko Health's valuation of $1.7 billion is notable given its limited physical presence, operating only two clinics in Stockholm and London, compared to competitors like Ezra, which has 18 clinics and a significantly lower valuation [4][20]. - The company reported a net income of 5.5 million SEK (approximately 500,000 EUR) in 2023, with operational costs reaching 106 million SEK (approximately 9.7 million EUR) [21]. - Following a price increase, the scanning fee rose to €250 in Sweden and £299 in London, reflecting the company's growth strategy and market demand [23]. Group 3: Future Plans and Expansion - Neko Health plans to expand into the U.S. market, capitalizing on the growing demand for preventive healthcare services [18][29]. - The company aims to increase its clinic locations in the UK and enhance its service offerings by integrating more health metrics and potentially varying pricing structures for different consumer segments [29]. Group 4: Industry Context and Challenges - The healthcare industry is increasingly focused on preventive measures, with Neko Health positioned as a leader in this shift, addressing the inefficiencies of traditional healthcare systems [26][27]. - Despite its success, Neko Health faces skepticism regarding the efficacy of full-body scans and regulatory scrutiny, particularly in light of past controversies in the health tech sector [35][36].

3月投资月记："AI+医疗"有哪些细分方向上的应 用？ 来源：诺德基金 AI技术可以整合可穿戴设备的多模态数据，为慢性病患者提供动态监测和个性化健康干预服务， 如糖尿病患者的血糖管理，下图为AI系统进行慢病管理示意图： 自今年2月DeepSeek模型引发关注以来，AI+医疗的关注度显著提高，本文旨在探讨AI+医疗在医药 产业各细分方向的潜在应用。AI医疗在提升检查检验结果解读、提高检查检验效率、辅助临床医生决 策、健康管理与药物研发等多个领域的应用价值较大，或将成为医疗企业和医院建立评估矩阵的创新方 向和竞争趋势。 1.AI+影像与AI+检验 AI通过计算机视觉的深度学习算法可快速识别CT、MRI、病理切片等影像中的病灶，辅助医生实 现毫米级病灶定位，提升诊断效率和准确性。例如，AI可量化影像参数并生成结构化数据，减少医生 重复性工作。AI医疗影像产品广泛应用于医技科室，包括超声影像、放射影像和病理影像等领域。AI 医疗影像辅助诊疗软件集成了计算机视觉技术和深度学习，嵌入至医技科室的医疗器械设备中，以实现 病灶智能识别、影像量化分析及结构化报告生成等功能。这些软件的应用可帮助医生快速出具诊断结论 和治疗方案。 ...

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].

Investment Rating - The report maintains an "Overweight" rating for the industry [6] Core Insights - The National Healthcare Security Administration has established separate pricing for brain-computer interface (BCI) medical services, paving the way for clinical application fees [1] - The BCI technology is a promising frontier technology that connects the brain with external devices, with applications in healthcare, wellness, education, and entertainment [2] - The market size for brain-computer interfaces in China is projected to reach 3.2 billion yuan in 2024, with a growth rate of 18.8%, and expected to grow to 5.58 billion yuan by 2027 [2] - National and local policies are accelerating the development of the BCI industry, with plans to cultivate influential tech companies and promote large-scale commercialization of BCI products by 2030 [3] Summary by Sections - **Investment Recommendations**: The report suggests focusing on companies such as Sanbo Brain Science, Aipeng Medical, and Innovation Medical, as the regulatory framework supports the clinical application of BCI technologies [4]

两会焦点研读 2025年中美AI企业对比分析 新质生产力崛起，AI+背后中美差距几何？ （云计算·算法·机器人）（精华版） 概览标签：人工智能、AI大模型、AI应用 China Artificial Intelligence Industry 中国人工知能産業 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。 ，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹 研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名称之外的其他分支机构 ，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 头豹研究院 1 行业研读 | 2024/06 中国：人工智能系列 ◼ 研究背景 两会重磅来袭，新质生产力、AI+、AI agent成为会议热点！叠加通用AI智能 体Manus发布，DeepSeek爆火出圈， 人形机器人引发热议，苹果与阿里合 作开发AI，阿里万相登顶全球开源榜首 等社会热点，社会 ...