11月21日下午，由华夏时报社主办的"2025第五届华夏大健康产业发展暨康复服务大会"在北京成功举 行。本次大会以"智领健康未来"为主题，汇聚产业界、学术界、研究机构及投资方等多方代表，旨在整 合全链条资源，把脉行业趋势，探索发展路径。 现场设置了多场高水平圆桌对话，聚焦创新药、脑机接口、AI医疗、中医药转化等前沿议题，深入探 讨行业热点与突破方向。会议还集中发布并展示了一批具有示范意义与前瞻价值的创新典型案例，涵盖 赋能美好生活、ESG、创新药、中医药、生物科技、AI医疗、硬核科技与社会心理服务等八大类别，从 企业实践、技术应用、品牌建设与人物故事等多维度，展现了大健康领域的活力、深度与创新成果。 文/华夏大健康研究院 晶泰控股（2228.HK）是一家基于量子物理、人工智能赋能、机器人技术和大数据驱动的创新药物及新 材料研发平台。2015年由三位麻省理工学院博士后创立，公司利用"AI+机器人+数据"，打造了AI4S垂 直领域超级大模型，提供药物及材料科学研发解决方案及服务。晶泰为全球前20大国际药企中的17家提 供AI药物研发服务。特别地，晶泰加速了辉瑞新冠口服药paxlovid提前6个月上市；与DoveT ...

AI Medical Applications - The company has developed a three-layer AI+ medical framework, including IncGPT, data lakes, and various AI capabilities for diagnosis and treatment [1][2] - In the first half of the year, the average service volume per person increased by 10%, and the average length of stay in hospitals decreased by 3% and 9% for specific hospitals, enhancing bed turnover efficiency [2][3] - The company has reduced its expense ratio by 2 percentage points year-on-year through effective cost control [2] User Experience Enhancements - AI technology is being integrated into the entire diagnostic and treatment process to improve service efficiency and quality [3] - Specific applications include AI-driven pre-diagnosis recommendations, optimized in-hospital service processes, and AI-powered patient follow-up systems [3] Brain-Computer Interface Developments - The company has performed 23 deep brain stimulation surgeries for Parkinson's patients, utilizing advanced techniques to minimize side effects and improve patient outcomes [5] - Future plans include exploring the feasibility of brain-computer interface technologies for treating neurological diseases [5] Medical Device Performance - Overseas revenue from medical devices grew by 35% year-on-year, driven by user experience and product customization [6] - The company has expanded its distribution network by adding 9 new distributors across various regions [6] Oncology Business Growth - Oncology revenue reached 21,495.33 million yuan, a year-on-year increase of 25.14%, with significant growth in patient visits and advanced surgical procedures [8] - The company has received multiple recognitions and certifications for its oncology services, enhancing its industry influence [8][9] Market Position and Competitive Strategy - The company maintains a market share of over 10% in infusion pumps and mammography equipment, ranking third in both categories [10][11] - Strategies for maintaining competitiveness include high-end product upgrades and refined channel management, achieving over 40% coverage in top-tier hospitals [11] Differentiated Hospital Services - The company emphasizes quality, service, and environment, introducing new services such as weight management clinics and precision anti-aging solutions [12] - The company has integrated over 100 innovative applications to enhance clinical treatment levels across various specialties [12] Future AI Empowerment Plans - The company plans to leverage its AI capabilities to enhance the digital infrastructure of Changsha Kexin Hospital, improving patient services and operational efficiency [14]

Core Insights - The company reported a 2024 revenue of 1.559 billion yuan, representing a 6.01% increase, and a net profit of 115 million yuan, reflecting a 14.92% growth, aligning with expectations [1] - The company is actively expanding its oncology medical service network through the acquisition of a 51% stake in Changsha Kexin Tumor Hospital for 357 million yuan, which is expected to enhance its capabilities in the oncology sector [3] - The integration of AI in medical services is being prioritized, with significant improvements in operational efficiency and diagnostic capabilities being reported [4] Financial Performance - 2024 revenue reached 1.559 billion yuan (+6.01%), with a net profit of 115 million yuan (+14.92%) and a net cash flow from operations of 259 million yuan (+36.44%) [1] - The gross margin for 2024 was 25.86% (-2.71 percentage points), with the medical services segment at 19.65% (-5.17 percentage points) and the medical devices segment at 46.06% (+5.45 percentage points) [1] - The net profit margin was 7.40% (+0.57 percentage points), while the net profit margin excluding non-recurring items was 5.35% (-1.69 percentage points) [1] Segment Performance - The medical services segment generated 1.192 billion yuan in revenue (+3.76%), with Sichuan Friendship Hospital achieving 579 million yuan (+10.11%) and Suzhou Guangci Hospital at 524 million yuan (-2.67%) [2] - The medical devices segment reported a revenue of 367 million yuan (+14.05%), with Shengnuo Medical at 175 million yuan and Unimedik at 90 million yuan [2] Strategic Initiatives - The acquisition of Changsha Kexin Tumor Hospital is expected to enhance the company's oncology service capabilities and contribute positively to its financial performance [3] - The company is developing an AI-driven medical ecosystem, which includes various applications aimed at improving diagnostic efficiency and operational capabilities [4] Growth Projections - Revenue forecasts for 2025, 2026, and 2027 are projected at 1.877 billion yuan, 2.168 billion yuan, and 2.509 billion yuan, respectively, with net profits expected to be 134 million yuan, 160 million yuan, and 194 million yuan [6]