我们正身处一场由技术、政策与需求共同驱动的健康产业深刻变革之中。以"医康养护文旅体，食品药 械水空气"为核心的大健康全链条生态，不仅是"健康中国"战略的生动实践，更关乎亿万群众对美好生 活的向往。在此背景下，国家"人工智能+"行动与上海"模塑申城"工程形成强大政策合力，生成式AI、 多模态大模型与可穿戴设备的交叉爆发，正使医疗健康成为人工智能渗透最快、资本最为密集、监管与 创新互动最为关键的领域之一。 作为深耕于此的行业组织，上海现代服务业联合会大健康服务专委会始终致力于搭建产医融合的坚实桥 梁，赋能产业高质量发展。此次联合会联合各方编制《2025AI+医疗健康产业应用图谱》，正是基于对 行业变革的敏锐洞察与责任担当。本图谱通过对行业代表性企业的深入调研，清晰呈现了产业链结构、 场景应用与技术演进；提炼的核心洞见，精准剖析了从政策导向、企业诉求到技术趋势与产业发展的复 杂图景；并聚焦AI+药物研发、AI+医疗器械、AI+医疗服务三大重点赛道，提出了涵盖算力保障、数据 流通、产品落地等关键环节的发展建议。 二〇二五年十二月 在调研中，我们既感受到了行业发展的澎湃动力，也清晰地看到了数据安全、成果转化、算力支撑等 ...

且实际可行的健康建议。例如，通过与生鲜服务商合作，为糖尿病患者提供具 体饮食建议，并帮助用户实现这些建议。这种知行合一的方法，是 OpenAI 与 阿福最大的区别。 目前，中国在这方面还存在一些基础设施上的不足，例如生 鲜超市及农业工业化进程的不成熟。因此，未来阿福可能需要进一步延伸，从 知到行这一步骤上进行改进，以解决互联网医疗时代未能很好解决的问题。 从 长远来看，这些技术将有助于更好地管理全人群健康，从而形成新的流量入口。 虽然医院和药企仍然受支付方市场决定，但这种全生命周期概念将带来一些新 的增量市场，如定制化供应链及生态化农业等。这不仅扩展了原有医疗健康外 延，也契合国家推崇的大趋势，即主动健康与全生命周期管理。 Tempus 公司 2026 年第四季度业绩表现出色，股票上涨 12%，收入增长 83%，达到 12.7 亿美元。其业绩超预期的原因是什么？ 专家会议-AI 医疗模型落地实践及 2026 展望 20260112 摘要 OpenAI 通过整合生活方式相关的健康要素资源，提供更全面且实际可 行的健康建议，与国内互联网医疗主要关注医药和医保生态建设形成差 异化竞争优势。 美国医疗健康产业占 GD ...

Group 1 - The AI healthcare sector showed strong performance on January 9, with multiple stocks experiencing significant gains, including Meinian Health (002044) hitting the daily limit, and Dean Diagnostics (300244) also reaching a "20CM" limit up [1] - The driving force behind this market movement is attributed to the announcement by OpenAI on January 8 regarding the launch of "ChatGPT Health," which offers health consultation and management services, seen as a direct competition to Ant Group's AI health application "Antifufu" [1] - "Antifufu" reported over 30 million monthly active users and more than 10 million daily health inquiries within a month of its latest version release, indicating high user acceptance and significant market potential for health AI in China [1] Group 2 - The capital market reacted quickly, with stocks like Yuyue Medical and Weining Health experiencing an initial rise following the release of the new version of "Antifufu" in December [2] - Companies such as Yuyue Medical and Sanofi Bio confirmed their collaboration with "Antifufu," reinforcing market expectations for industry chain synergy [2] - Industry experts believe that as domestic and international tech leaders invest heavily, the application of AI in healthcare will accelerate from the exploration phase to practical implementation, benefiting companies with established scenarios and clear commercialization paths [2]

Core Viewpoint - The article discusses the rapid rise of Ant Group's AI health application AQ, which topped the Apple App Store's medical category within 24 hours of its launch, highlighting the significant interest and investment in the AI healthcare sector by major companies like Tencent, Baidu, JD, and ByteDance [2][22]. Group 1: AQ Application Features - AQ is designed to replicate real diagnostic processes, addressing the common issue of users struggling to describe complex symptoms accurately through its "AI clinic" feature that allows for follow-up questions [4]. - The application can interpret medical reports and compare multiple reports, achieving over 90% accuracy and covering 99% of common report types, which is crucial given that over 90% of users cannot understand medical reports [5]. - AQ includes a "famous doctor AI avatar" feature, trained on the expertise of nearly 200 top specialists, significantly enhancing its service capacity compared to traditional consultations [5]. Group 2: Integration with Hardware and Data - AQ integrates with Apple's HealthKit, allowing it to access continuous health data from devices like iPhones and Apple Watches, thus creating a comprehensive personal health profile [6][9]. - This integration shifts health management from a reactive to a proactive approach, enabling continuous health monitoring and intervention [8]. - Ant Group aims to become the central hub for personal health data by connecting with various wearable devices and health management tools [9]. Group 3: Long-term Strategy and Market Position - Ant Group's healthcare strategy is built on a decade of groundwork, starting with the launch of mobile appointment and payment services in 2014, leading to deep connections with over 5,000 public hospitals [10][11]. - The company has established a large user base accustomed to handling sensitive medical transactions through its platform, which is a significant asset [11][12]. - Ant Group's approach focuses on creating a three-dimensional service system connecting users, doctors, and healthcare institutions, leveraging its established payment and insurance infrastructure [12]. Group 4: Market Potential and Competitive Landscape - The AI healthcare market in China is projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, with the broader health management market expected to reach 2.59 trillion yuan by 2027 [14]. - The competitive landscape features major players like Tencent, Baidu, JD, and ByteDance, each leveraging their strengths, while Ant Group occupies a unique position in the highly regulated financial and insurance transaction layer [15][17]. Group 5: Challenges and Future Outlook - Despite the promising outlook, the AI healthcare sector faces challenges such as data silos, varying data quality, and the need for clear, scalable business models [18][19]. - Ant Group's strategy of building a robust foundational infrastructure before pursuing commercialization is seen as a prudent approach in this slow-moving industry [19]. - The ultimate vision for AI healthcare extends beyond convenience in treatment to personalized and predictive health management, indicating a long-term commitment to innovation in this field [20][21].