医生Copilot产品矩阵
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医渡科技中期毛利同比增长14.2%至1.34亿元 服务 17 家头部跨国药企 惠民保参保人数破615万
Zhi Tong Cai Jing· 2025-11-27 04:37
Core Insights - Yidu Technology (02158) reported a revenue of approximately 358 million yuan for the six months ending September 30, 2025, representing a year-on-year growth of 8.7% [1] - Gross profit reached about 134 million yuan, up 14.2% year-on-year, while the loss for the period narrowed to 15.76 million yuan, a 72% improvement compared to the previous year [1] Revenue Breakdown - The big data platform and solutions segment generated revenue of 153 million yuan, an increase of 14.6% year-on-year, primarily driven by expanded business opportunities due to policy support [1] - The health management platform and solutions segment reported revenue of 66.6 million yuan, reflecting a 30.3% year-on-year increase, mainly due to changes in the product mix [1] Technological Advancements - YiduCore, the company's core algorithm engine, continued to advance the development and training of large language models in the medical vertical, utilizing over 500 billion high-quality tokens for training [1] - The model processed and analyzed over 1.3 billion patient visits and nearly 7 billion authorized medical records, creating a dataset system covering more than 98 specific diseases [1] Industry Engagement - During the reporting period, the company provided solutions to 127 top hospitals in China and 44 regulatory bodies and policymakers, covering over 10,000 hospitals cumulatively [2] - The company leveraged "data elements × AI technology" to solidify its data intelligence foundation and accelerate the scaling of intelligent applications [2] Client and Market Position - The number of life sciences clients served by the company reached 88, with 17 out of the top 20 multinational pharmaceutical companies as clients [2] - The health management platform maintained a leading position in core cities, serving as the main operating platform for "Shenzhen Huiminbao" for three consecutive years and "Beijing Huiminbao" for five years [2] User Engagement - The "Shenzhen Huiminbao" insurance volume reached a new high during the reporting period, with the number of insured individuals surpassing 6.15 million, cumulatively serving over 18 million people in three years [2] - The number of active users who completed at least one transaction on the health management platform exceeded 22 million [2]
医渡科技(02158)中期毛利同比增长14.2%至1.34亿元 服务 17 家头部跨国药企 惠民保参保人数破615万
智通财经网· 2025-11-27 04:35
Group 1 - The company Yidu Technology (医渡科技) reported interim results for the six months ending September 30, 2025, with revenue of approximately 358 million yuan, an increase of 8.7% year-on-year; gross profit was about 134 million yuan, up 14.2% year-on-year; and the loss narrowed to 15.76 million yuan, a decrease of 72% year-on-year [1] - The big data platform and solutions segment generated revenue of 153 million yuan, a year-on-year increase of 14.6%, primarily benefiting from expanded business opportunities driven by policy support [1] - The health management platform and solutions segment reported revenue of 66.6 million yuan, a year-on-year increase of 30.3%, mainly due to changes in the product mix [1] Group 2 - YiduCore, the company's core algorithm engine, continued to advance the research and training of large language models in the medical vertical during the reporting period, training on over 500 billion high-quality tokens and analyzing nearly 7 billion authorized medical records from over 1.3 billion patient visits, creating a dataset system covering more than 98 specific diseases [2] - The model won the "Best Paper Award" and the championship in the "Medical NLP Code Auto-Generation Evaluation" at the 11th China Health Information Processing Conference (CHIP 2025) and also secured first place in the medical health track at the 2025 "Data Element ×" competition in Jiangxi [2] - As an important ecological partner in the national artificial intelligence application pilot base in Beijing's medical field, YiduCore achieved large-scale deployment across medical, pharmaceutical, and health insurance sectors through a "one base, multiple applications" model, fully implementing a comprehensive solution across "medicine - pharmaceuticals - insurance - patients" [2] Group 3 - During the reporting period, the company provided solutions to 127 top hospitals in China and 44 regulatory agencies and policymakers, covering over 10,000 hospitals in total [3] - The company utilized a dual-driven approach of "data elements × AI technology" to solidify its data intelligence foundation and accelerate the large-scale application of intelligent solutions [3] - The large model technology assisted multiple hospitals in upgrading their data governance and research platforms, with clinical research expanding into oncology, respiratory, and traditional Chinese medicine disciplines, while the doctor Copilot product matrix achieved full coverage of the diagnosis and treatment process, with over 50,000 uses in a single hospital [3]
医渡科技(02158.HK)中期业绩:大数据平台和解决方案收入保持平稳增长
Xin Lang Cai Jing· 2025-11-27 04:28
Group 1 - The company reported total revenue of RMB 358.1 million for the six months ending September 30, 2025, representing a year-on-year growth of 8.7% [1] - Revenue from the big data platform and solutions increased by 14.6%, while revenue from the health management platform and solutions grew by 30.3%, driven by policy support and expanded business opportunities [1] - The company's loss narrowed to RMB 15.8 million, a decrease of 72.0% year-on-year, indicating improved operational efficiency and cost control [1] Group 2 - The core algorithm engine, YiduCore, advanced the development of large language models in the medical vertical, utilizing over 500 billion high-quality tokens and analyzing nearly 7 billion authorized medical records [2] - YiduCore won the championship in the "Medical NLP Code Automatic Generation Evaluation" and the "Best Paper Award" at the 11th China Health Information Processing Conference (CHIP 2025) [2] - The company provided solutions to 127 top hospitals in China and 44 regulatory agencies, covering over 10,000 hospitals, and supported significant upgrades in data governance and research platforms [3] Group 3 - The health management platform maintained a leading position in core cities, serving as the main operating platform for "Shenzhen Huimin Insurance" for three consecutive years and "Beijing Huimin Insurance" for five years [3] - The number of insured individuals under "Shenzhen Huimin Insurance" exceeded 6.15 million, with a cumulative service of over 18 million people in three years, reflecting increasing brand loyalty [3] - Active users on the health management platform who completed at least one transaction surpassed 22 million [3]
医渡科技(02158.HK)中期业绩:大数据平台和解决方案收入保持平稳增长,中期亏损同比大幅减亏72.0%
Ge Long Hui· 2025-11-27 04:28
Core Insights - The company reported total revenue of RMB 358.1 million for the six months ending September 30, 2025, representing an 8.7% year-on-year increase, driven by significant growth in its big data and health management platforms [1] - The company narrowed its losses to RMB 15.8 million, a 72.0% reduction compared to the previous year, while cash flow from operating activities saw a 56.0% year-on-year decrease in net outflow [1] - YiduCore, the company's core algorithm engine, has made significant advancements in developing large language models for the healthcare sector, processing over 13 billion patient records [2] Financial Performance - Total revenue reached RMB 358.1 million, with big data platform revenue increasing by 14.6% and health management platform revenue growing by 30.3% [1] - The company’s loss for the period was reduced to RMB 15.8 million, indicating improved operational efficiency [1] - Cash reserves totaled RMB 2.0993 billion, reflecting a strong liquidity position [1] Technological Advancements - YiduCore has trained its large language model using over 500 billion high-quality tokens and has built a dataset covering more than 98 specific diseases [2] - The company won multiple awards for its medical NLP capabilities, including first place in the healthcare track at the "Data Elements ×" competition [2] Market Engagement - The company provided solutions to 127 top hospitals and 44 regulatory bodies, covering over 10,000 hospitals in total [3] - The number of life sciences clients reached 88, with 17 out of the top 20 multinational pharmaceutical companies as clients [3] - The health management platform has maintained a leading position in core cities, with over 6.15 million insured under the "Shenzhen Hui Min Bao" program [3]