泰达生物(08189)发布公告，近期本集团附属公司深圳医数精诚科技有限公司(医数精诚)与深圳计算科学 研究院(深算院)签署生态合作协议。双方充分发挥各自资源、人才和技术优势，共同在数据库、数据质 量和数据分析价值方面的研发和市场应用形成深度合作。 目前本公司正在大力发展AI医疗大模型业务，医疗大模型的训练优化、临床应用落地及个性化服务交 付，均需以高质量、高安全、高可用的医疗大数据为核心支撑。而医疗数据涵盖病历、影像、检验报告 等多元形态，涉及大量专业医学术语与复杂指标，对数据清洗标注的精准度、数据库系统的适配性及数 据分析的深度提出了远超普通行业的严苛要求。 董事会认为，通过与深算院签署战略合作协议，整合深算院在数据库系统、数据质量系统和数据分析系 统方面自主研发的前沿技术，构建"数据治理+模型迭代+场景落地"的闭环生态：一方面，可快速整合 双方资源，为医疗机构及企业、政务部门、行业AI应用等客户提供涵盖数据清洗、智能分析、定制化 模型训练的数据全流程服务，进一步拓展公司在AI数据服务领域的业务边界;另一方面，借助高质量数 据与精准分析能力，可加速本公司AI医疗大模型性能优化与商业化落地，强化本公司在AI医 ...

董事会认为，通过与深算院签署战略合作协议，整合深算院在数据库系统、数据质量系统和数据分析系 统方面自主研发的前沿技术，构建"数据治理+模型迭代+场景落地"的闭环生态：一方面，可快速整合双 方资源，为医疗机构及企业、政务部门、行业AI应用等客户提供涵盖数据清洗、智能分析、定制化模 型训练的数据全流程服务，进一步拓展公司在AI数据服务领域的业务边界；另一方面，借助高质量数 据与精准分析能力，可加速公司AI医疗大模型性能优化与商业化落地，强化公司在AI医疗赛道的核心 竞争力。 目前公司正在大力发展AI医疗大模型业务，医疗大模型的训练优化、临床应用落地及个性化服务交 付，均需以高质量、高安全、高可用的医疗大数据为核心支撑。而医疗数据涵盖病历、影像、检验报告 等多元形态，涉及大量专业医学术语与复杂指标，对数据清洗标注的精准度、数据库系统的适配性及数 据分析的深度提出了远超普通行业的严苛要求。 格隆汇8月11日丨泰达生物(08189.HK)公告，近期集团附属公司深圳医数精诚科技有限公司("医数精诚") 与深圳计算科学研究院("深算院")签署生态合作协议。双方充分发挥各自资源、人才和技术优势，共同 在数据库、数据质量和数据 ...

目前本公司正在大力发展AI医疗大模型业务，医疗大模型的训练优化、临床应用落地及个性化服务交 付，均需以高质量、高安全、高可用的医疗大数据为核心支撑。而医疗数据涵盖病历、影像、检验报告 等多元形态，涉及大量专业医学术语与复杂指标，对数据清洗标注的精准度、数据库系统的适配性及数 据分析的深度提出了远超普通行业的严苛要求。 智通财经APP讯，泰达生物(08189)发布公告，近期本集团附属公司深圳医数精诚科技有限公司(医数精 诚)与深圳计算科学研究院(深算院)签署生态合作协议。双方充分发挥各自资源、人才和技术优势，共同 在数据库、数据质量和数据分析价值方面的研发和市场应用形成深度合作。 董事会认为，通过与深算院签署战略合作协议，整合深算院在数据库系统、数据质量系统和数据分析系 统方面自主研发的前沿技术，构建"数据治理+模型迭代+场景落地"的闭环生态：一方面，可快速整合 双方资源，为医疗机构及企业、政务部门、行业AI应用等客户提供涵盖数据清洗、智能分析、定制化 模型训练的数据全流程服务，进一步拓展公司在AI数据服务领域的业务边界;另一方面，借助高质量数 据与精准分析能力，可加速本公司AI医疗大模型性能优化与商业化落地， ...

Investment Rating - The investment rating for the company is "Buy" [5] Core Insights - The company's main business is gradually improving, with a reduction in losses reported for Q2. The estimated net profit for Q2 is projected to be between -0.61 billion to -0.39 billion CNY, narrowing the loss compared to Q1 by 0.08 billion to 0.30 billion CNY [1] - The company has partnered with Huawei to enter the overseas market, developing an AI medical model that received top scores in MedBench evaluations. Their AI medical solution integrates a clinical decision-making system that enhances trust in generative AI within the medical field [2] - The establishment of a national AI medical application pilot base is underway, focusing on clinical research and addressing industry pain points. This initiative is supported by various local governments, promoting the development of AI-assisted diagnostic and treatment products [3] Financial Forecast and Valuation - The revenue forecast for the company from 2025 to 2027 is projected to reach 78.25 billion, 87.76 billion, and 102.25 billion CNY, with year-on-year growth rates of -5.86%, +12.16%, and +16.51% respectively. The net profit for the same period is expected to be -0.75 billion, 3.02 billion, and 4.45 billion CNY, with growth rates of -235.19%, +504.23%, and +47.24% respectively. The estimated P/E ratio for 2026 is 39 times [4][10]

Core Viewpoint - Linping District in Hangzhou is transforming into a hub for technological innovation and advanced manufacturing, aiming to become a model for common prosperity and a highland for digital transformation in the Yangtze River Delta region [1][14]. Group 1: Technological Innovation - Linping has seen significant growth in technological innovation, with 24 enterprises recognized as provincial-level R&D institutions, including 5 key enterprise research institutes, ranking first in the province [1]. - The district's R&D investment accounted for 3.79% of its GDP, with 1,498 new invention patents filed, marking a 60.6% increase [15]. - Linping has added 3 new "little giant" enterprises and 12 national-level specialized "little giant" enterprises [1][15]. Group 2: Industry Development - The China (Hangzhou) Computing Power Town, the first of its kind in the country, has attracted over 2,400 companies across various sectors, including AI algorithms, chip design, and software services [4]. - The Computing Power Town hosts 50 national high-tech enterprises and 127 provincial technology-based SMEs, benefiting from the surge in artificial intelligence [4]. - The establishment of the Hangzhou Data Element Operation Center in the Computing Power Town aims to create a collaborative innovation center for data elements [11]. Group 3: Policy Support and Ecosystem - Linping offers a comprehensive policy support system for enterprises, including rent reductions, R&D subsidies, and talent introduction, facilitating growth from startup to maturity [8]. - The district has implemented a one-stop service center that provides 100% coverage for enterprise needs, including talent recruitment and financial connections [11]. - Companies like Mude Micro-Nano and Zhizhen Technology have benefited from local policies, enabling them to innovate and reduce operational costs significantly [8][10]. Group 4: Strategic Location - Linping serves as a natural "bridgehead" for Hangzhou's integration with Shanghai and the Yangtze River Delta, supported by a well-developed transportation network [12]. - The district is strategically located at the intersection of major innovation corridors, enhancing its role in regional economic development [12][14]. Group 5: Future Outlook - Linping is expected to continue attracting innovative enterprises, with over 100 companies in the artificial intelligence sector already established [14]. - The district's focus on digital economy and intelligent manufacturing positions it as a key player in the future industrial landscape of Hangzhou and the Yangtze River Delta [16].