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拆解医疗行业数据资源入表|应收账款占比超四成,借力数据要素布局精准医疗能否破题?
Core Insights - Jin Yu Medical (金域医学) reported a significant decline in revenue, with a 15.81% year-on-year decrease, resulting in total revenue of 7.19 billion yuan for 2024 [5][7] - The company faced challenges with accounts receivable, which accounted for 42.39% of total assets, amounting to 4.396 billion yuan [7] - Other medical companies, including Meinian Health (美年健康), He Shi Eye Hospital (何氏眼科), and BGI Genomics (华大基因), also reported declines in revenue and net profit, indicating a broader trend in the industry [5][13] Financial Performance - Jin Yu Medical's net profit for 2024 was -381 million yuan, a decrease of 159.26% compared to the previous year [5] - BGI Genomics reported a revenue of 3.867 billion yuan, down 11% year-on-year, with a net profit of -903 million yuan [5][13] - Meinian Health's data resource entry amounted to 9.352 million yuan, with a focus on developing health management products [15] Data Resource Integration - Jin Yu Medical disclosed data resource integration amounting to 7.0083 million yuan, with 3.3544 million yuan classified as development expenses and 3.6538 million yuan recognized as intangible assets [1] - BGI Genomics led the industry with a data resource entry of 9.6217 million yuan, primarily from external data governance platforms [13] - He Shi Eye Hospital reported 905,100 yuan in data resources, all classified as self-developed intangible assets [14] Market Trends - The medical industry is increasingly focusing on data-driven precision medicine, with companies like BGI Genomics and He Shi Eye Hospital investing in comprehensive data management systems [13][14] - Jin Yu Medical is actively participating in the data circulation market, having launched 11 data products for trading and establishing a trusted data space in Guangzhou [9][10] - The trend towards integrating data resources into healthcare solutions is expected to continue, with companies exploring innovative applications in medical decision-making and patient care [14][15]
美年健康数据资源增长71.3%,预计数据可反哺保险产品研发
南方财经全媒体记者陈璐 广州报道 作为医疗行业中连续四个报告期披露数据资源的上市公司,美年健康在2024年年报中披露数据资源金额 935.2万元,相较于第一季度首次披露的546万元增长了71.3%。据悉,美年健康积累了超1亿人次的影像 数据和超过2亿人次的结构化健康数据,建立了国内规模最大的个人健康体检数据中心。 据年报披露,美年健康主要研发项目包括扁鹊 SAAS 体检管理平台和星羽展业平台,其中星羽展业平 台预计未来具备一定的数据延伸价值,企业客户健康需求数据可反哺保险产品研发(如开发"体检+慢 病管理险")。 值得注意的是,美年健康在2024年数据资源的会计处理呈现出阶段性特点。前三个报告期,数据资源的 均通过"开发支出"科目进行列示,金额持续增长。在2024年年报中,首次将882万元的数据资源转入"无 形资产"科目,另有53万元继续计入"开发支出"。 单位:元 | | | | 本期增加金额 | 本期减少金额 纱 | | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 期初余额 | | | | A | 期末余额 | | | | 内部开发支 | 其他 ...