11月28日，由世界物联网大会主办，RCEP产业合作委员会、中电工业互联网有限公司、广州金域医学检验集团股 份有限公司、中国信息产业商会联合主办，中国信息产业商会工业互联网分会承办的2025世界物联网大会·工业互 联网论坛在北京中关村展示中心会议中心成功召开。论坛以"工业互联网产业走进东盟暨工业互联网赋能医疗医药 行业高质量发展"为主题，探索工业互联网出海机遇，讨论如何利用好工业互联网技术赋能基层医疗卫生健康产业 数字化、网络化、智能化升级。 全球云网宽带产业协会董事会主席李正茂，中国信息产业商会会长聂玉春，RCEP产业合作委员会主席许宁宁出席 论坛并致辞。浙江大学求是特聘教授、浙江大学设计工程及自动化系主任谭建荣，南京大学教授、中国医学科学 院学术咨询委员会学部委员顾宁，北京交通大学教授、移动专用网络国家工程研究中心主任张宏科，中国工业互 联网研究院首席专家陆晋军出席论坛并作主题报告。论坛由中国信息产业商会工业互联网分会理事长朱立锋主 持。 全球云网宽带产业协会董事会主席李正茂 李正茂在致辞中表示，制造业是立国之本、强国之基，工业互联网作为新一代信息技术与制造业深度融合的关键 载体，正成为重塑全球产业竞争力 ...

医学AI因行业的海量数据、丰富场景与民生刚需，成为"人工智能+"最具潜力的落地赛道。钟南山期 待，如果AI能将他数十年临床经验的思考、体会收集提炼出来再推广，基层医生不用花很长时间培 训，"就能快速提升水平，甚至超过我"。 （文章来源：科技日报） 同时，钟南山坚信，机器人、AI代替不了医生。"技术上AI能做得很出色，但医生面对的是有思想、有 情感的人。干了60多年的医生，我知道首先要理解病人的诉求、期待，这是AI分析不出来的。"他表 示，"健康的一半是心理，疾病的一半是心理，这点机器替代不了。我们做的是'观察人、关怀人'的工 作，这是医生的核心价值。" 广东省政务服务和数据管理局局长王天广认为，健康医疗数据是国家重要基础性战略资源，也是医学人 工智能发展的关键基础资源。他倡议，构建粤港澳大湾区"AI+医疗"创新圈，通过优化数据资产管理、 探索数据质量评价标准、推动数据合规流通，全面支撑人工智能在医疗领域的应用。 "医学AI（人工智能）绝对不是选择题，而是必答题，不跟上就肯定落后。"12月7日，在广州举行的首 届大湾区医学人工智能大会暨2025金域医学大数据与人工智能生态大会上，中国工程院院士、广州实验 室主任 ...

Core Insights - The establishment of the "Roche Excellence Demonstration Center" by Rudong People's Hospital in collaboration with Roche Diagnostics aims to enhance the hospital's comprehensive medical service capabilities and promote the construction of smart laboratories [1][3]. Group 1: Hospital Development - Rudong People's Hospital plays a pivotal role as a regional medical center, driving improvements in healthcare services across the county through various initiatives such as paired assistance and standardized management [3]. - The hospital is collaborating with tertiary hospitals in Shanghai and Nanjing to enhance the quality of medical resources available to local residents [3]. Group 2: Diagnostic Advancements - The hospital's laboratory department conducts nearly 500 testing projects, with an annual testing volume exceeding 10 million, serving as the clinical testing quality control center for the county [3]. - The introduction of the CCM laboratory automation solution has led to full-process automation and intelligent management, significantly improving operational efficiency and reducing sample turnaround time by over 50% [3]. - The automated testing platform connected through CCM allows for a wider range of biochemical and immunological tests from a single blood sample, thereby reducing the burden of blood collection and enhancing patient experience [3].

Group 1 - The core point of the news is that Selys Medical has seen a stock price increase of 5.89%, reaching 26.24 CNY per share, with a total market capitalization of 5.515 billion CNY [1] - Selys Medical, established on February 23, 2004, and listed on October 31, 2016, is primarily engaged in medical testing, marketing services, and the development, production, and sales of in vitro diagnostic products [1] - The revenue composition of Selys Medical includes 39.91% from IVD business, 38.01% from SPD business, and 22.08% from pure sales [1] Group 2 - According to data, one fund under Caitong Securities Asset Management holds a significant position in Selys Medical, with 200,000 shares, representing 5.72% of the fund's net value, ranking as the tenth largest holding [2] - Caitong Asset Management Healthcare Mixed A Fund (018484) has achieved a year-to-date return of 26.65% and a one-year return of 24.44%, ranking 3236 out of 8150 and 3250 out of 8043 respectively [2] - The fund was established on August 3, 2023, with a current scale of 64.3006 million CNY, and has generated an estimated floating profit of approximately 292,000 CNY today [2]

Core Insights - The deployment of the DeepGEM model by Guangzhou Kingmed Diagnostics Group aims to enhance cancer diagnosis through accurate and timely gene mutation predictions [1][2] - The collaboration involves Tencent and Guangzhou Medical University First Affiliated Hospital, focusing on developing a multimodal model for pathology and genetics [1][2] Group 1: DeepGEM Model Development - DeepGEM provides accurate predictions of gene mutations related to lung cancer, achieving a prediction accuracy of 78% to 99% within one minute [1] - The model addresses the challenges of conventional gene testing methods, which are often complex, time-consuming, and costly, particularly in resource-limited areas [1] Group 2: Clinical Application and Future Plans - Following successful validation, the three parties will promote the clinical application of DeepGEM for lung cancer gene mutation prediction [2] - There are plans to further develop a multimodal model that integrates various omics data, including pathology, proteomics, and metabolomics, for AI-assisted diagnosis across multiple cancer types [2] Group 3: Vision and Collaboration - The initiative aims to serve as a model for translating clinical research into practical applications, benefiting the public [2] - Kingmed Diagnostics expresses a desire to collaborate with more partners to create intelligent and accessible clinical diagnostic solutions [2]

Group 1 - The core point of the news is that Sely Medical's stock price increased by 5.55% to 26.42 CNY per share, with a trading volume of 246 million CNY and a turnover rate of 4.62%, resulting in a total market capitalization of 5.553 billion CNY [1] - Sely Medical Technology Group Co., Ltd. is based in Wuhan, Hubei Province, and was established on February 23, 2004, with its listing date on October 31, 2016. The company's main business involves centralized marketing and service for medical testing, as well as the agency and independent research, production, and sales of in vitro diagnostic products [1] - The revenue composition of Sely Medical includes IVD business at 39.91%, SPD business at 38.01%, and pure sales at 22.08% [1] Group 2 - From the perspective of the top ten circulating shareholders, the Caitong Fund has one fund among the top shareholders of Sely Medical. The Caitong Advantage Industry Rotation Mixed A Fund (011201) entered the top ten circulating shareholders in the second quarter, holding 643,400 shares, which accounts for 0.34% of the circulating shares. The estimated floating profit today is approximately 894,300 CNY [2] - The Caitong Advantage Industry Rotation Mixed A Fund (011201) was established on February 9, 2021, with a latest scale of 536 million CNY. Year-to-date returns are 17.35%, ranking 4543 out of 8161 in its category; the one-year return is 8.66%, ranking 5742 out of 8015; and since inception, it has a loss of 28.59% [2]

Core Insights - The collaboration between Guangzhou Jinyu Medical, Tencent, and Guangzhou Medical University aims to develop an AI model called DeepGEM for predicting gene mutations in tumor patients using conventional pathological images [1][5][6] - The DeepGEM model has shown promising results in accurately predicting lung cancer gene mutations, achieving a precision rate between 78% and 99% [2][3] - The partnership is expected to enhance the clinical application of DeepGEM and expand its capabilities to other cancer types, integrating various omics data for a comprehensive diagnostic approach [6] Group 1: Development of DeepGEM Model - The DeepGEM model was developed by a team from Guangzhou Medical University and Tencent, utilizing AI to predict lung cancer gene mutations from pathological images [2][3] - The model can process different types of biopsy samples and generate spatial distribution maps of gene mutations, enhancing the understanding of mutation patterns within tissues [3][4] - The model's performance has been validated with a large dataset from Jinyu Medical, covering 4,260 lung cancer patient samples across various medical institutions [4] Group 2: Clinical Implications and Future Directions - The collaboration aims to provide timely and cost-effective gene diagnostics, especially for patients in resource-limited areas, by combining AI screening with targeted gene confirmation [3][6] - The successful deployment of DeepGEM at Jinyu Medical marks a significant milestone in the exploration of multi-modal AI models for pathology and genetics [6] - Jinyu Medical's extensive data repository and commitment to integrating AI in medical testing are expected to lead to advancements in diagnosing not only tumors but also rare and complex diseases [5][6]

Core Insights - The collaboration between Kingmed Medical, Tencent, and Guangzhou Medical University First Affiliated Hospital aims to develop the AI model DeepGEM for predicting gene mutations in cancer patients using routine pathological images [1][5][6] - DeepGEM has demonstrated a high accuracy rate of 78% to 99% in predicting common lung cancer driver gene mutations, significantly improving the efficiency and accessibility of genetic diagnostics [2][4] Group 1: Development and Technology - DeepGEM is developed by a collaboration between Guangzhou Medical University First Affiliated Hospital, Guangzhou Respiratory Health Research Institute, and Tencent, marking a significant advancement from traditional pathology to genetic insights [1][3] - The model utilizes innovative techniques such as Multiple Instance Learning (MIL) and an end-to-end architecture that enhances prediction accuracy without the need for manual tumor region annotation [3][4] Group 2: Clinical Application and Validation - Kingmed Medical is providing a large-scale dataset for validating DeepGEM, with over 15,000 NGS tests conducted annually and a sample size of 4,260 lung cancer patients across various medical institutions [4][5] - The model has reached clinical auxiliary diagnostic levels for identifying mutations in genes like EGFR, KRAS, and ALK, showcasing its robustness and compatibility for clinical use [4][6] Group 3: Future Prospects and Expansion - The partnership aims to expand the application of DeepGEM beyond lung cancer to other cancer types, integrating various omics data for a comprehensive diagnostic approach [5][6] - The collaboration is seen as a milestone in the exploration of AI-driven pathology-genetics models, with aspirations to enhance the efficiency of clinical research and diagnostics in both cancer and rare diseases [6]

Group 1 - The core point of the news is that Selys Medical experienced a stock price increase of 5.04%, reaching 25.65 CNY per share, with a trading volume of 267 million CNY and a turnover rate of 5.12%, resulting in a total market capitalization of 5.39 billion CNY [1] - Selys Medical Technology Group Co., Ltd. is located in Wuhan, Hubei Province, and was established on February 23, 2004, with its listing date on October 31, 2016. The company's main business involves centralized marketing and service for medical testing, as well as the agency and independent research, production, and sales of in vitro diagnostic products [1] - The revenue composition of Selys Medical includes IVD business at 39.91%, SPD business at 38.01%, and pure sales at 22.08% [1] Group 2 - From the perspective of the top ten circulating shareholders of Selys Medical, data shows that a fund under Caitong Fund ranks among the top ten shareholders. The Caitong Advantage Industry Rotation Mixed A Fund (011201) entered the top ten shareholders in the second quarter, holding 643,400 shares, which accounts for 0.34% of the circulating shares [2] - The Caitong Advantage Industry Rotation Mixed A Fund (011201) was established on February 9, 2021, with a latest scale of 536 million CNY. Year-to-date returns are 19.74%, ranking 4636 out of 8167 in its category; the one-year return is 22.47%, ranking 4803 out of 8010; and since inception, it has a loss of 27.14% [2]

Summary of Jin Domain Medical Conference Call Industry Overview - Jin Domain Medical is facing challenges in the healthcare industry, including medical insurance cost control, declining testing prices, and industry standardization. However, these policies may benefit compliant companies and increase demand for outsourcing services, presenting growth opportunities for the company [2][4][8]. - The medical testing industry is experiencing dual pressures from price declines and medical insurance cost control, leading to a shrinking market size and lower testing project prices. Third-party independent laboratories are expected to gain larger market shares as hospitals may outsource testing to manage costs [2][10]. Company Performance and Strategy - In the first half of 2025, Jin Domain Medical's customer base remained stable, with a 5.43% year-over-year increase in the proportion of top-tier hospitals. Despite a 5.2% decline in sample volume, operational net profit margins and gross profit levels have been recovering quarterly, indicating robust fundamentals [3]. - The company is transitioning from old rules to new ones, facing performance pressure. It is responding to challenges through high-value services, cost control, and digital transformation, having invested in digitalization and intelligence since 2020 [2][12][13]. - Jin Domain Medical has achieved significant accomplishments in data governance, becoming the first medical institution in the country to establish a trusted data space, recognized by the National Data Bureau [2][16]. Digital Transformation and AI Integration - The digital transformation is divided into business digitalization and digital business, with the establishment of an AI and data science center to enhance AI, data, and ecosystem empowerment. The service model has expanded to hospitals and is now operational with fees [5][20]. - The company employs a "3+1+1" model in AI applications, focusing on project recommendations, report interpretations, and diagnostic inquiries, connecting doctors and patients through a platform and a trusted data space [22]. - AI technology is expected to significantly reduce the workload of doctors and laboratory staff, with projections indicating that AI-assisted diagnoses will increase from 6% to 12-15% in the coming year [32]. Market Challenges and Opportunities - The current economic environment presents uncertainties, particularly for the in vitro diagnostics (IVD) sector, with many companies facing closure. Local financial pressures and steadfast medical insurance cost control are expected to continue, alongside a decline in testing prices [4][10]. - The implementation of medical insurance cost control policies has led to significant price reductions, such as a 60% decrease in the price of glycated hemoglobin tests, directly impacting revenues but also increasing sample volumes [11][35]. - The company anticipates that the demand for outsourcing services will rise as hospitals focus on cost control, providing new growth opportunities [8][41]. Future Outlook and Development Strategy - Jin Domain Medical plans to maintain a long-term perspective, ensuring robust fundamentals through various reform measures while closely monitoring policy changes and market demands [7][8]. - The company aims to enhance its competitive edge through innovation and digital transformation, focusing on professional value and cost efficiency in line with national healthcare reform directions [24][26]. - Future growth is expected to stem from long-term partnerships with various enterprises, enhancing data capabilities, and improving AI applications in high-value medical scenarios [24][29]. Key Collaborations and Research - The company emphasizes collaboration with over 210 universities and hospitals, as well as partnerships with major tech firms like Tencent, Huawei, and Alibaba, to strengthen research capabilities and promote industrial ecosystem development [2][17][18]. Conclusion - Jin Domain Medical is navigating a challenging healthcare landscape with a focus on digital transformation, AI integration, and strategic partnerships. The company is poised to leverage these initiatives to enhance its market position and drive future growth while adapting to evolving industry dynamics.