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高成长的讯飞医疗(02506):研发驱动,估值潜力亟待挖掘
智通财经网· 2025-08-26 03:21
在恒指继续上冲,热门概念股普遍上涨的背景下,"医疗大模型第一股"讯飞医疗(02506)却要用业绩来证明其投资价值。 智通财经APP了解到,近日讯飞医疗(02506)发布2025年上半年财报,收入继续保持高增长水平,期间营业收入2.99亿元,同比增长30%,延续了2022- 2024年复合增速24.7%的高增长态势。这主要得益于该公司的研发驱动,研发成果化以及GBC三端应用场景协同发力,多元驱动收入不断创新高。 另外,该公司的盈利能力显著改善,一方面毛利率保持稳定,期间稳居51.5%高位,另一方面运营效率持续优化,销售与管理费用率下降7.5个百分点,净亏 损率显著收窄至22%,同比改善15.5个百分点。 实际上,讯飞医疗围绕"每个医生的AI诊疗助理,每个人的AI健康助手",基于业内领先的人工智能技术和深度的行业认知,打造了用AI赋能政府(G)、医 院(B)、患者(C)的AI诊疗助理产品族和AI健康助手产品族,并形成了GBC三大场景驱动的多元模式。 2025年上半年,政府端业绩表现抢眼,收入1.4亿元,同比增长87%,占比收入47.4%。其中基层解决方案收入同比增长52%,区域解决方案增长178%。医院 及患者端 ...
科大讯飞上半年营收首破百亿 AI出海或成为增长新引擎
Sou Hu Cai Jing· 2025-08-23 03:03
封面新闻记者 欧阳宏宇 8月21日晚间,科大讯飞发布2025年上半年财报。财报显示,科大讯飞上半年营收首次突破百亿,达109.11亿元,同比增长17.01%。上半年销售回款首次 突破百亿,达103.61亿元,同比多增13.50亿元。归母净利润-2.39亿元,同比减亏40.37%,经营活动现金流量净额增长超过7.64亿元,同比提升49.73%。 谈及增量业务,科大讯飞称,AI出海方面的探索带来新增量,有望成为增长的新引擎。据财报显示,科大讯飞海外AI硬件同比增长超3倍。 当前,人工智能产业正面临前所未有的历史新机遇。对于技术转化,科大讯飞方面称,已构建起了算法、算力、数据等要素自主可控的AI核心技术研究 和模型训练体系,并实现了AI行业应用、AI开放平台和AI消费者产品三大AI落地商业化体系。随着应用规模的持续扩大,由数据驱动的"模型算法—产品 价值—业务增长"商业飞轮效应将不断显现。 财报显示,科大讯飞在教育、医疗等核心领域已进行人工智能深度场景落地。AI+教育方面,收入增长23%,毛利同比增长25%,其中学习机业务在上半 年实现翻番增长。AI+医疗方面,上半年收入同比增长21%;截至6月30日,智医助理已拓 ...
科大讯飞上半年营收首破百亿!学习机业务增长翻番
Sou Hu Cai Jing· 2025-08-22 06:01
8月21日晚间,科大讯飞发布2025年上半年财报。财报显示,科大讯飞上半年营收首次突破百亿,达109.11 亿元,同比增长17.01%。上半年销售回款首次突破百亿,达103.61亿元,同比多增13.50亿元。归母净利 润-2.39亿元,同比减亏40.37%,经营活动现金流量净额增长超过7.64亿元,同比提升49.73%,公司经营保 持良好健康度。 科大讯飞表示,AI出海方面的探索带来新增量,有望成为科大讯飞增长的新引擎。据财报显示,科大讯飞 海外AI硬件同比增长超3倍,AI办公本在日本上市两个月即成为日本最大Makuake众筹平台销售额有史以来 平板类Top1,韩国Wadiz平台2025年全品类TOP1。不仅如此,依托在教育、医疗等垂直行业的技术积累, 科大讯飞伴随国家共建"一带一路"倡议在国产大模型出海上正获得新的增量空间。在2025世界数字教育大 会上,科大讯飞向全球80多个国家和地区的代表展示了中国在人工智能+教育方向的应用成果,吸引了多 国教育部长的高度关注。 基于自主可控的底座大模型,科大讯飞在教育、医疗等核心领域已进行人工智能深度场景落地,形成行业 先发优势和企业发展"护城河"。 当前,人工智能产 ...
讯飞医疗科技:AI引擎驱动 上半年营收同比增长超30%
Zhong Zheng Wang· 2025-08-21 05:11
中证报中证网讯(记者 杨洁)8月20日,讯飞医疗科技发布2025年中期业绩报告。上半年,公司实现营 业收入2.99亿元,同比增长30.26%;毛利润为1.54亿元,同比增长26.96%。尽管依然亏损,但亏损有所 减少,归属于母公司所有者的净亏损为7409万元,同比减亏42.86%。 公司管理层表示,2025年上半年,国家出台多项支持性政策,促进人工智能技术与医疗行业的深度融 合,为公司在智慧医疗市场的拓展提供了有力的政策保障。公司通过不断升级AI诊疗助理和AI健康助 手产品,满足面向政府、医院、患者的多元化的需求,并在多个医疗场景中保持技术领先。 公司构建了覆盖政府端(G)、医院端(B)和消费端(C)的业务矩阵。具体看各项业务,上半年,政府端, 公司基层解决方案收入同比增长52.3%达到8381万元,截至2025年6月30日,核心产品"智医助理"已覆盖 全国697个区县、超7.5万个基层机构,累计完成超10.1亿次AI辅助诊断建议。区域解决方案收入大幅增 长178.1%至5763万元,AI传染病防控解决方案已在安徽、江西、浙江、陕西、湖南等多省规模应用。 医院端,医院解决方案在500余家等级医院落地,讯飞星火 ...
讯飞医疗(02506)2025年中期业绩:营收利润双增 AI引擎驱动高增长
智通财经网· 2025-08-21 00:51
Core Insights - The company reported a strong performance in the first half of 2025, achieving a revenue of 299 million yuan, a year-on-year increase of 30%, and a gross profit of 154 million yuan, with a gross margin of 51.5% [1] Group 1: Financial Performance - Revenue for the first half of 2025 reached 299 million yuan, reflecting a 30% year-on-year growth [1] - Gross profit amounted to 154 million yuan, with a 27% increase compared to the previous year [1] - The gross margin remained stable at 51.5% [1] Group 2: Research and Development - The company invested 134 million yuan in R&D, accounting for 45% of its revenue [1] - The "Spark Medical Model" is the only large model trained on fully domestic computing power, achieving top rankings in the Medbench evaluation [1] - The model has demonstrated capabilities equivalent to chief physicians in major hospitals across various specialties [1] Group 3: Business Development - The company has established a collaborative business matrix covering government (G), hospital (B), and consumer (C) sectors [2] - Revenue from government solutions grew by 52%, while regional solutions surged by 178% [2] - The "Smart Medical Assistant" has been implemented in over 75,000 grassroots institutions, completing over 1.01 billion AI-assisted diagnoses [2] Group 4: Global Expansion - The company accelerated its global layout, launching the international version of the "Spark Medical Model" in Hong Kong [3] - The unique international status of Hong Kong facilitates the integration of local and English medical knowledge, enhancing the model's training data [3] Group 5: Long-term Strategy and Policy Support - The company is committed to using AI to serve the health sector in China, focusing on long-term development in smart healthcare [4] - National policies are increasingly promoting the integration of AI in healthcare, with specific initiatives aimed at enhancing AI applications in medical settings [4] - The company aims to leverage policy advantages and technological breakthroughs to improve healthcare services and tools for both residents and doctors [5]
讯飞医疗2025年上半年营收3亿:同比增30%
Sou Hu Cai Jing· 2025-08-20 14:01
DoNews8月20日消息,讯飞医疗(2506.HK)今日发布截至2025年中期业绩报告。报告期内,讯飞医疗2025年上半年营收2.99亿元,较上年同期的2.29亿 元增长30%。讯飞医疗2025年上半年毛利润1.54亿元,较上年同期的1.21亿元增长27%,毛利率达到51.5%。讯飞医疗2025年上半年归属于母公司的净亏损 为7409万元,较上年同期的净亏损1.3亿元收窄42.86%。 | | | | | 截至0月30日正期间 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025年 | | | | | 2024年 | | | | | 收入 | 佔總收入 | 毛利 | 毛利率 | 收入 | 佔總收入 | 毛利 | 毛利率 | | | 人民幣千元 % 人民幣千元 | | | | % 人民幣千元 | | % 人民幣千元 | 90 | | 基層解決方案 | 83.812 | 28.1 | 42.424 | 50.6 | 55.042 | 24.0 | 30.637 | 55.7 | | 區域解決方案 | 57.625 | ...
四大业务协同发力,讯飞医疗(2506.HK)中期营收劲增30%!
Ge Long Hui· 2025-08-20 10:09
商业化落地成效显著,四大业务板块协同发展。基层解决方案持续领跑,智医助理覆盖全国31个省市的 697个区县、超7.5万家基层医疗机构,累计提供超10.1亿次AI辅诊建议,修正诊断超176万例。医院解 决方案合作等级医院超500家;个人健康服务方面,讯飞晓医APP累计提供超1.4亿次咨询服务,下载量 突破2400万次,智能助听器线上线下全渠道布局进一步完善。 医疗AI领军企业讯飞医疗(2506.HK)发布2025年中期业绩。报告期内,公司的基层解决方案、区域解决 方案收入分别同比增长52%、178%,患者管理服务收入同比增长10%,整体营收达2.986亿元,同比增 长30%。 ...
科大讯飞股价上涨1.11% 安徽加速布局通用人工智能产业
Sou Hu Cai Jing· 2025-08-15 11:53
Group 1 - As of August 15, 2025, the stock price of iFlytek is reported at 49.07 yuan, an increase of 1.11% from the previous trading day [1] - The trading volume on that day reached 1.855 billion yuan, with a total of 380,551 hands traded and a fluctuation of 1.88% [1] - iFlytek operates in the software development industry, focusing on intelligent voice and artificial intelligence technology research and development, with products spanning education, healthcare, and consumer sectors [1] Group 2 - Anhui Province has recently proposed to seize the high ground in the development of general artificial intelligence industry, aiming to deepen original technology breakthroughs and build significant application scenarios [1] - The "Smart Medical Assistant" developed by iFlytek has covered over 73,000 grassroots medical institutions in 692 districts and counties nationwide, providing more than 1 billion AI-assisted diagnosis recommendations [1] - On August 15, the net inflow of main funds was 2.2482 million yuan, while the net outflow over the past five days was 38.4791 million yuan [1]
新华视点|2025世界人工智能大会:透视AI应用新场景
Xin Hua She· 2025-07-28 11:12
Core Insights - The 2025 World Artificial Intelligence Conference showcased the rapid acceleration of AI applications across various sectors, highlighting its transformative potential in industries and scientific research [1][10]. Weather Forecasting and Disaster Warning - AI models in meteorology, such as "Rain Master" and "Fuyou," can advance disaster warnings by 15 to 45 minutes, enhancing urban disaster preparedness [2][3]. - The "Rain Master" model provides detailed insights into severe convective weather, while "Fuyou" focuses on short-term heavy rainfall and thunderstorms, improving forecast updates from hourly to every 10 minutes [3]. - The "MAZU" early warning system integrates AI technology with advanced algorithms and multi-source data for comprehensive disaster alerts [3][4]. Industrial Empowerment - AI is increasingly integrated into various industries, enhancing efficiency and quality, with examples including Siemens' industrial AI system that autonomously executes production tasks [7][8]. - Over 200 companies and 150,000 workers are collaborating with Siemens' AI system, which is expected to be implemented in China within the year [8]. - Tencent's "Magical Digital Human" improves content production efficiency by 50% and reduces live-streaming costs by up to 90%, applicable in e-commerce, education, and finance [8]. Scientific Discovery and Innovation - The term "AI4S" (Artificial Intelligence for Science) signifies the use of AI in scientific discovery, marking a shift from traditional research paradigms to innovative solutions in complex systems [11]. - AI4S has achieved breakthroughs in various fields, including quantum computing and life sciences, with significant advancements such as defect-free arrangement of quantum bits and new cancer treatment targets [11][13]. - The integration of AI into the entire research lifecycle is propelling scientific discovery towards large-scale innovation [13].
智能时代 同球共济——二〇二五世界人工智能大会侧记
Ren Min Ri Bao· 2025-07-27 22:06
Group 1: Event Overview - The 2025 World Artificial Intelligence Conference and High-Level Meeting on Global Governance of AI was held in Shanghai from July 26 to 28, focusing on the theme "Cooperation in the Intelligent Era" [1] - The conference showcased over 3,000 cutting-edge exhibits, including more than 100 global debuts and Chinese premieres, highlighting the innovation and development trends in the AI industry [2] Group 2: Product Launches and Innovations - The conference featured significant product launches, such as the new generation foundational model Step 3 by Jieyue Xingchen, which is a full-size, native multimodal reasoning model capable of complex tasks [2] - Tencent introduced the Mixed Yuan 3D World Model 1.0, enabling users to generate panoramic images from simple text or images, enhancing efficiency in game creation and virtual asset generation [2] - Westwell Technology launched the Q-Tractor P40 Plus, a new energy autonomous driving tractor with a 200 km range and 5-minute quick battery swap, designed for airport and logistics center applications [3] Group 3: Industry Applications of AI - AI is accelerating integration with the real economy, driving industrial upgrades and economic growth across various sectors [5] - In manufacturing, AI technologies have led to a 30% reduction in equipment failure rates and a 25% decrease in maintenance costs for automotive manufacturers [5] - In healthcare, AI-assisted diagnosis has improved diagnostic accuracy by 20% in grassroots medical institutions [5] - In finance, AI risk control systems at CITIC Bank have enabled real-time monitoring and fraud detection, saving the bank significant losses annually [5] Group 4: Global Governance Initiatives - The "Global AI Innovation Governance Center" was officially launched at the conference, aiming to facilitate international dialogue and cooperation on AI governance [6] - The center seeks to create a global governance framework and standards through collaboration among various countries [6] - Experts emphasize the importance of integrating resources and global wisdom to explore effective governance paths for AI [6]