中新网海口1月26日电 (记者 王子谦)当前，人工智能已成为全球经济发展与产业变革的核心驱动力。海 南自贸港封关后，如何凭借独特的政策红利、区位优势和生态禀赋，吸引AI产业布局？海南省政协委 员，科大讯飞海南声谷科技有限公司董事长张树彬26日给出自己的思考：以商招商、聚链成群、"链 主"赋能、政企协同。 "作为链主，必须开放核心算法平台、技术平台及开放框架赋能中小企业。"张树彬特别提到，对入驻科 大讯飞海南自贸港总部的生态企业将减免相关技术使用费用，以此增强链主黏性，推动发展逻辑从税收 政策比拼转向链主赋能，真正实现"以链聚新，向新而生"，促进产业发展与生态更新。 张树彬特别提到政企协同的重要性。他认为，政府与链主企业应共同制定整体的"以商招商"发展规划， 并深化行业数据开放与场景开放清单。通过这样的协同，将政府的"有形之手"与市场的"无形之手"相结 合，形成"以场景育企业、以市场带产业"的发展机制，唯有开放才能让生态繁荣，唯有创新才能让生态 生生不息。(完) 政协第八届海南省委员会第四次会议第一场"委员通道"26日上午举行，张树彬在被问及海南自贸港如何 全面激活AI产业生态，实现高质量、跨越式发展时说，海南 ...

Summary of DocGo (DCGO) FY Conference Call - June 09, 2025 Company Overview - **Company**: DocGo (DCGO) - **Industry**: Mobile healthcare and medical transportation - **Core Business**: Provides medical transportation and mobile healthcare services, focusing on bringing care to patients where needed and transporting patients to care locations [4][5] Key Points and Arguments Business Model and Growth - **Medical Transportation**: The company has a robust medical transportation platform, which includes a tech platform that calculates estimated times of arrival (ETAs) for medical transport, having calculated 15 million ETAs last year [5][6] - **Crisis Response**: The company played a significant role during the COVID-19 pandemic and the migrant crisis in New York City, which helped establish its reputation and capabilities [6][7] - **Patient Care**: Over the past ten years, DocGo has cared for 10 million patients, focusing on expanding capabilities in home healthcare and medical transportation [8] - **Revenue Guidance**: The medical transit business is projected to generate $315 million at the midpoint, with growth driven by partnerships with large hospital systems [9][10] Growth Drivers - **Hospital Partnerships**: The company partners with major hospital systems, utilizing its tech platform to manage patient flow and transportation, which has led to organic growth [10][12] - **Market Expansion**: DocGo is expanding geographically, with recent expansions into Chattanooga and Dallas-Fort Worth, and is targeting a growth trajectory of 20% by increasing transit numbers from 575,000 to 700,000 [16][18] - **Service Expansion**: There is potential to deepen relationships with existing hospital systems by offering additional services beyond medical transportation, such as cardiac monitoring and transitional care management [15][19] Market Dynamics - **Fragmented Industry**: The medical transportation industry is highly fragmented, and DocGo's investment in technology allows it to capture market share by providing a more efficient service compared to traditional methods [21][22] - **Predictability in Operations**: The company’s model provides predictability for hospital systems, allowing them to manage patient flow more effectively, which is a significant value proposition [29][27] Financial Performance and Guidance - **Accounts Receivable**: The company has made progress in collecting outstanding receivables, reducing the balance from $150 million to $100 million [67] - **Municipal Revenue**: The company has removed municipal revenue from guidance due to unpredictability but expects to report it separately as it comes in [70][71] Payer-Facing Business - **Care Gap Services**: The company is expanding its payer-facing business by addressing care gaps for patients who are chronically ill and have difficulty accessing care [35][36] - **Patient Engagement**: DocGo has successfully engaged with a growing list of patients, now totaling 900,000, to close care gaps, which is a significant growth opportunity [39][43] - **Revenue Model**: Currently, the company operates on a fee-for-service model, with plans to transition to value-based payments as it establishes a primary care practice [46][44] Operational Efficiency - **Labor Model**: The company employs a unique model where licensed practical nurses (LPNs) are dispatched to patients' homes, directed by centralized healthcare providers, optimizing resource use [61][62] - **Cost Management**: DocGo is rationalizing its SG&A expenses while maintaining capabilities for future growth, particularly in the payer and provider verticals [79][80] Additional Important Insights - **Patient Management**: The company emphasizes the importance of patient bed management for hospitals, which can save significant costs associated with building new capacity [28][29] - **Long-Term Relationships**: DocGo aims to fill the void for patients without primary care providers, establishing long-term relationships where necessary [56][57] - **Future Outlook**: The company is optimistic about its growth trajectory, with plans to expand services and geographic reach while maintaining a focus on operational efficiency and patient care [54][55]