近一年来，这类场景在全国多地多家医院反复出现。 原本用于诊疗判断的时间，被大量消耗在纠偏、解释和风险提示上。诊室节奏被打乱不说，医患双方沟通成本还大大上升了。 衡宇 发自 凹非寺 量子位 | 公众号 QbitAI 来猜一下，AI时代，医生最哭笑不得的是什么？ 越来越多的患者在进诊室前，已经习惯先用各类通用型Chatbot查询症状。 进诊室的时候，不少会带着AI给的诊断和方案和医生来场"激情对 线" 。 AI都说了，我得的不是这种病！ 这里还是再跟所有人强调再强调： 医疗是严肃场景，而通用型大模型并不是围绕医疗体系设计的，在回答医疗相关问题时，胡说八道 （也就是幻觉率） 的概率甚至能高达 40%。 别说 自己不能用通用大模型来给自己看病下诊断了，就连医院和医生，在选用垂直领域的医疗AI时，都会极其谨慎 。 从行业视角来看，这样高的门槛，的确给医疗AI带来了清晰的竞争焦点。 真正能在医院站稳脚跟的医疗AI公司，必须靠长期场景积累、工程化交付能力，以及可复盘的落地效果。 以此为标尺，我们走访多地多家医院，搜集整理出医院真实部署的一组数据。 其中，在全国百强三甲医院中，约40%选择了同一家医疗AI公司—— 云知声 。 ...

Core Insights - The company, Yunzhisheng (09678), has successfully won a bid for multiple AI capability platform projects with Beijing Friendship Hospital, marking a significant advancement in its smart healthcare technology and commercial application [1] Group 1: Project Details - The project utilizes the company's self-developed medical large model, multimodal data recognition and governance, and text reasoning technologies to create an intelligent service platform that hospitals can operate independently [1] - The platform integrates the hospital's knowledge base to form a specialized medical large model, breaking through traditional medical information construction models [1] Group 2: Operational Efficiency - The company has achieved unified management of multiple models and intelligent integration with business systems, significantly enhancing data value extraction and diagnostic efficiency in various scenarios such as wound image recognition, infection risk assessment, intelligent medical record generation, and follow-up management [1] - For instance, the outpatient medical record generation system at Beijing Friendship Hospital improved record entry efficiency by 80% and reduced consultation time by 15%, leading to a substantial increase in patient satisfaction [1] Group 3: Strategic Alignment - This project aligns with national policies promoting AI empowerment in healthcare, facilitating the transition from single-scenario intelligence to comprehensive digital solutions across the entire diagnostic and treatment process [1] - The company consolidates its leading position in healthcare intelligence competition, leveraging its advanced medical capabilities demonstrated in authoritative evaluations like MedBench and its experience covering over 30% of top-tier hospitals nationwide [1]

Core Insights - Cloud Wisdom (09678.HK) has been officially included in the Hang Seng Composite Index and the Hong Kong Stock Connect, reflecting strong market recognition of its capabilities in medical AI applications [1][3] - The inclusion was anticipated by Huatai Securities, which highlighted that Cloud Wisdom met the criteria for inclusion based on market capitalization (over HKD 40 billion), liquidity, and listing duration [3] - The company has established a three-layer technological framework that supports its growth, consisting of a robust AI infrastructure, a large medical model, and application solutions focused on healthcare and daily life [3][4] Company Performance - The medical AI solution has demonstrated significant efficiency improvements, with an 80% increase in medical record entry efficiency and a 15% reduction in doctor consultation time [4] - The adoption rate of generated medical records is as high as 98%, indicating strong acceptance in clinical settings [4] - The average revenue per medical client surged by 116.2% year-on-year to CNY 1.013 million, while revenue from insurance technology services skyrocketed by 1386.8% to CNY 9.963 million [6] Market Position - Cloud Wisdom ranks fourth in the Chinese market for medical AI solutions, with revenue from its large medical model growing by 457.4% in the first half of the year [6] - The rapid inclusion in the Hang Seng Index not only reflects confidence in the AI healthcare sector but also highlights the rarity of its combination of advanced technology and deep market applications [6] - The influx of funds from the Hong Kong Stock Connect is expected to accelerate Cloud Wisdom's expansion in smart healthcare and insurance technology sectors [6]

Core Insights - Yunzhisheng Intelligent Technology Co., Ltd. has officially passed the Hong Kong Stock Exchange hearing, marking a significant step towards capital market entry and showcasing its strong capabilities and potential in the AI field [1] - Established in 2012, Yunzhisheng is a pioneer in the commercialization of AGI technology in China, continuously launching innovative products and solutions driven by robust R&D and market insights [1] - The company introduced its proprietary large language model, Shanhai Model, with 60 billion parameters in 2023, which serves as the core algorithm model for its central technology platform, Yunzhida Nao [1] Performance and Capabilities - The Shanhai Model ranks among the top tier globally in various performance evaluations, including OpenCompass, SuperClue, MMMU, and the "Hundred Model Evaluation" by Beijing Zhiyuan Research Institute [1] - In the medical field, the Shanhai Model has achieved the top position in medical capability assessments, supporting the "AI + Healthcare" model through a three-pronged architecture of regional diagnosis and treatment big data platform, medical large model, and medical knowledge graph [3] Healthcare Solutions - Yunzhisheng's smart healthcare solutions cover over 30% of the top 100 hospitals in China, significantly enhancing diagnostic efficiency and assisting clinical decision-making [3] - The company has developed various products, including outpatient medical record generation systems and radiology report generation systems, which have been well-received by hospitals, with the outpatient medical record system achieving a 98% adoption rate in capturing key consultation information [3][4] - Additional products such as voice electronic medical records, intelligent medical record quality control, healthcare quality supervision, and smart patient services are also part of the comprehensive intelligent upgrade for the healthcare industry [4] Future Outlook - As technology matures and application scenarios expand, Yunzhisheng's smart healthcare solutions based on the Shanhai Model are set for accelerated iterative upgrades [4] - The company aims to deepen collaborations within the healthcare sector and expedite the application of AI technology in medical scenarios, contributing to the global healthcare community [4]