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一脉阳光战略升级:打造全球领先的医学影像服务生态 目标价25.61港元彰显增长潜力
Zheng Quan Ri Bao Wang· 2025-05-30 07:18
Core Viewpoint - The company, Yipai Yangguang (2522.HK), is positioned as a leader in the Chinese medical imaging service sector, leveraging AI technology, data assetization, and international collaboration to regain growth momentum, with a target price of HKD 25.61 set by Guosen Securities, indicating strong potential for recovery and expansion [1][3] Group 1: Business Model and Revenue Structure - Yipai Yangguang has established a comprehensive medical imaging ecosystem through three main business segments: imaging center services (79.64% of revenue), imaging solution services (18.09%), and Yipai Cloud services (2.28%), enhancing its resilience and providing diverse growth pathways [1] - The company operates 106 imaging centers across 16 provinces in China, effectively addressing the uneven distribution of medical resources, and plans to add 1,000 partners by 2025 to further increase market penetration [1] Group 2: AI Technology and Data Assetization - Driven by AI technology, the Yipai Cloud platform has significantly improved diagnostic efficiency and accuracy, with the "CT chest lesion annotation data" successfully listed on the Shanghai Data Exchange in April 2025, marking a key step in data assetization [2] - The subsidiary, Yinghe Medical, has developed a medical imaging base model with an accuracy rate exceeding 95%, laying the foundation for a domestic 2.0 era in imaging AI [2] - The company is actively involved in industry standardization, aligning its initiatives with national policies, thereby strengthening its influence in the sector [2] Group 3: International Expansion and Financial Strategy - Yipai Yangguang is accelerating its international expansion by forming the "Yipai Medical Health Technology Alliance" with Meisi Health (2138.HK) to create a global medical technology supply chain platform, with plans to establish model centers in Singapore and Malaysia [2] - The company aims for overseas revenue to account for 30% of total revenue within five years, capitalizing on the cost-effectiveness of Chinese medical services [2] - To support its strategic initiatives, the company recently raised HKD 195 million through a share placement for acquisitions, overseas expansion, and R&D, while also initiating an H-share buyback plan, reflecting management's confidence in long-term value [3]
一脉阳光(02522) - 自愿公告首批数据集上架上海数据交易所
2025-04-02 10:33
Jiangxi Rimag Group Co., Ltd. 江西一脈陽光集團股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不就因本公告全部或任何部分內容所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 本公告由江西一脈陽光集團股份有限公司(「本公司」,連同其附屬公司統稱「本集 團」)董事(「董事」)會(「董事會」)自願作出。 董事會欣然宣佈,2025 年 4 月 2 日,本公司的附屬公司北京一脈陽光醫學 信息技術有限公司(「北京一脈信息」)「C T胸部病變標注數據」(掛牌編號: 1571967301-YLIIIEJ5101)(「數據集」)正式通過上海數據交易所合規審核並成功 上架。這是本公司首批在上海數據交易所上架的數據集,也是繼本公司構建覆蓋 全國醫學影像數據生態鏈後,在醫療數據資產化領域的里程碑及突破,且標誌著 本公司以高質量的影像數據為紐帶,率先打通「數據生產及治理 - 算法和技術 - 場景賦能」的閉環,使醫學影像數據要素市場化進程邁入新階段,本公司也正在 逐步用 ...