医渡科技 20250709 摘要 易都科技净亏损同比收窄 38.9%，OPEX 占收入比例下降 10 个百分点， 经营活动现金流出同比收窄 23.8%，效率和盈利能力显著提升，为未来 盈利增长奠定基础。 易都科技面向医生打造一加 N 加 X 的 CO pilot 产品矩阵，以 AI 中台为 基座，集成 Deep Sick 和医疗垂域大模型等，已在 30 多家头部医疗机 构落地，赋能诊前、诊中、诊后的全流程业务场景。 易都科技在肿瘤疾病领域以肿瘤疾病为核心深度攻克顶级专科机构，如 中肿、北肿和哈肿等，并推出首个由中科院院士滕高军领衔的肝癌诊疗 智能体"小肝人"，已在中肿落地 120 多个新的诊疗场景。 易都科技提供 AI 智能体服务，通过无代码工具链让医生根据需求自行构 建，在重点医院使用人数达全院医护人员的 43%，AI 诊疗助手辅助医生， 两个月内服务患者达 2.6 万次，医院端订单数量同比增长 15%。 易都科技参与新加坡卫生部 MSC home 移动住院护理国家项目，通过 APP Doctor Body 实现出院患者远程监控，将生命体征实时回传并生成 个性化建议，实现离院不离管的新健康管理模式。 Q&A ...

Core Insights - The article highlights the continuous progress and strategic partnerships of Yidu Technology in the AI healthcare sector, including collaborations with major hospitals and participation in industry conferences [1][3][5] Group 1: Strategic Partnerships and Collaborations - Yidu Technology has established a comprehensive strategic partnership with Beijing Friendship Hospital to co-build a clinical research smart laboratory, focusing on the application of large model technology in medical research [1] - The company collaborated with Peking University Cancer Hospital to develop the "CACA Guideline Assistant," an AI tool that integrates authoritative treatment guidelines with hospital systems to enhance clinical decision-making [17] - Yidu Technology has been the main operator of the "Shenzhen Huiminbao" insurance program for three consecutive years, serving over 34 million insured users across multiple provinces [17] Group 2: Industry Engagement and Recognition - Yidu Technology was recognized as the only AI healthcare company in the "Best IR Hong Kong Company" category at the 8th New Fortune Best IR Awards, reflecting its strong governance and investor relations [19] - The company actively participated in various high-profile industry conferences, sharing insights on how AI can empower public health and improve clinical trial processes [3][5][9] Group 3: Technological Innovations - Yidu Technology showcased its AI-driven solutions for clinical trials at the Future XDC New Drug Conference, emphasizing its end-to-end intelligent research ecosystem [5] - The company reported a significant increase in patient recruitment accuracy for clinical trials, achieving over three times improvement through its self-developed medical large model [13] - The establishment of the "AI Middle Platform" aims to address challenges in hospital smart applications, facilitating a comprehensive digital transformation in healthcare [15] Group 4: Market Position and Future Outlook - Yidu Technology's core advantages in AI healthcare have been recognized by multiple securities firms, with ratings ranging from "Buy" to "Outperform the Market," indicating strong growth potential [22] - The company is positioned to benefit from the increasing adoption of AI technologies in Chinese hospitals, supported by government initiatives [22]