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财经观察丨从夏季达沃斯看“金融科技”蚂蚁在AI医疗赛场加速跑
Qi Lu Wan Bao· 2025-06-29 16:11
Group 1 - The "AI new momentum" was a focal point at the recent Summer Davos Forum, with the announcement of the first MINDS project selection, featuring 18 global AI industry benchmark projects, including Ant Group's AI Health Manager AQ as the only selected innovation in China's healthcare sector [1] - Ant Group's AQ application offers over a hundred AI functions, connecting more than 5,000 hospitals and nearly one million doctors across China, and has partnerships with health management device companies and wearable tech firms [2][5] - The Chinese AI healthcare market is projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, with a compound annual growth rate of 43.1% over the next decade, attracting both tech giants and startups [5] Group 2 - Ant Group has been actively deepening its involvement in AI healthcare, including the acquisition of the online consultation pioneer Good Doctor Online and the launch of various AI healthcare initiatives [2][5] - Other tech companies are also entering the AI healthcare space, with iFlytek launching international versions of its medical models, Huawei building clinical AI diagnostic systems, and JD Health achieving over 90% AI replacement rate in its services [6] - The industry is focusing on improving the reliability and professionalism of AI products, addressing issues like hallucinations, and enhancing the overall application across the healthcare value chain [6]
医疗AI应用ToC的拐点
Minsheng Securities· 2025-06-27 02:53
计算机行业事件点评 6 月 24 日,在"智绘健康·创新融合——AI 赋能深圳市药械产业高质量发展大会 暨'医企向未来'AI 专场活动"上,深圳市药械办、市卫健委联合罗湖、南山、 龙岗三区及北京大学深圳医院等共同启动"临床千万人口场景赋能"平台,标志 着深圳在全国范围内率先构建起覆盖超大型城市全人群的 AI 医疗应用生态体 系。在近期发布的《深圳市 AI+医疗健康创新协同发展三年行动计划》中,明确 将开放覆盖千万人口的临床健康管理场景作为核心任务,重点推动 AI 技术在基 层医疗、慢病防控等领域的规模化应用。 ➢ 蚂蚁集团提前布局,探索 AI 医疗新路径。6 月 16 日,蚂蚁集团宣布与首都 医科大学附属北京友谊医院正式签署共建协议,双方将围绕 AI 医疗创新服务、 重大临床学科项目、科研数据共享等展开深度合作,探索 AI 医疗融合新范式。 2025 年 1 月,蚂蚁集团收购好大夫在线,共同做深优质医疗服务供给;3 月, 蚂蚁集团对外公布了其在医疗机构、医生、用户三端最新 AI 产品体系升级,持 续加码 AI 医疗。此次蚂蚁集团与首都医科大学附属北京友谊医院联合打造的消 化专科智能体"消化百事通"也已上线,用 ...