近日，"AI for Health助力健康中国2030——第二届海医汇医疗科技创新生态大会"在北京隆重举行。作为海尔集团旗下大健康生态品牌，盈康一生携医工转 化核心成果亮相，与产、学、研、医、资领域顶尖力量共探AI时代医疗创新路径，为破解"实验室到病床"转化难题输出"中国范式"，彰显了领军企业在大健 康产业升级中的核心担当。 战略承接者，打造融合创新的生态系统 当前，"健康中国2030"纵深推进，国家卫健委等多部门明确2030年基层诊疗智能辅助应用基本全覆盖，"十五五"规划更为医疗科技注入发展动能。但政策红 利下，行业痛点凸显：我国医学成果转化率不足8%，远低于欧美70%的水平，大量科研成果困于"实验室到病床"的"达尔文之海"…… 国家战略的落地需要企业作为"产业转换器"。盈康一生主动承接这一国家战略需求，牵头打造了全国首个医工科技产业化平台"海医汇"。海尔集团董事局副 主席、执行副总裁，盈康一生董事长，海医汇理事长谭丽霞表示，海医汇致力于做这个时代能够把一切组织起来的链接者和加速者，希望面向中国医疗创新 的未来，打造一种融合创新的生态系统。 经过一年实践，海医汇已构建起"临床需求-技术研发-成果转化-产业应 ...

Core Insights - The consensus in the medical industry is that AI will not replace doctors but will serve as an essential assistant, supported by a strong regulatory framework [2] - The AI medical sector is transitioning from conceptual hype to substantial development driven by policies and market forces, with a projected industry scale of 115.7 billion yuan by 2025 [3][4] - The integration of AI into various medical applications is deepening, with significant advancements in areas such as imaging analysis and drug development [4][10] Industry Growth and Projections - The AI medical industry in China is expected to reach 115.7 billion yuan by 2025, with a compound annual growth rate of 10.5% from 2022 to 2028 [3] - By 2028, the industry scale is projected to increase to 159.8 billion yuan [3] Application Maturity and Areas of Focus - AI applications have expanded from diagnostic tools to encompass drug development, decision support, and medical robotics, with imaging analysis being the most mature area [4][10] - AI in medical imaging is projected to exceed 15 billion yuan by 2025, with a significant increase to 23.57 billion yuan by 2026 [10] Data Infrastructure and Challenges - As of July 2025, 206 algorithmic medical products have been registered, with 160 companies providing AI services directly to patients through apps [6] - The quality and standardization of medical data remain significant challenges, with a large volume of data being poorly structured and difficult to utilize effectively [21][22] Payment and Commercialization Issues - The integration of AI into the payment system is still developing, with current regulations preventing additional charges for AI-assisted diagnoses [23] - The recognition of AI's clinical value is crucial for its inclusion in payment systems, with a focus on demonstrating its effectiveness in improving patient outcomes [23][24] Future Directions and Sustainable Development - The AI medical sector is exploring diverse commercialization paths, with a focus on creating clear clinical value to ensure sustainability [27][30] - The concept of "inclusive healthcare" is emerging as a key focus, aiming to balance service quality, accessibility, and cost [30]

Group 1 - Goldman Sachs released a report indicating that Sunny Optical Technology (02382) management expressed a positive outlook on the company's profitability improvement, driven by the trend of smartphone lens specification upgrades [1] - Goldman Sachs forecasts that the company's gross margin will rebound to 19.7% and 20.2% in 2023 and 2024, respectively, compared to 14.5% and 18.3% in the past two years, but still below the 22% to 23% levels seen in 2020 and 2021 [1] - Goldman Sachs maintains a "Neutral" rating on Sunny Optical, adjusting profit forecasts for 2025 to 2027 upwards by 10%, 2%, and 2%, while keeping revenue forecasts largely unchanged and increasing gross margin forecasts by 0.5, 0.2, and 0.1 percentage points [1] Group 2 - The target price for Sunny Optical has been raised from HKD 89 to HKD 91.1 [1]

Group 1 - Goldman Sachs released a report indicating that Sunny Optical Technology (02382) management expressed a positive outlook on the company's profitability improvement, driven by the trend of smartphone lens specification upgrades [1] - Goldman Sachs forecasts that the company's gross margin will rebound to 19.7% and 20.2% in 2023 and 2024, respectively, compared to 14.5% and 18.3% in the past two years, but still below the 22% to 23% levels seen in 2020 and 2021 [1] - Goldman Sachs maintains a "Neutral" rating on Sunny Optical, adjusting profit forecasts for 2025 to 2027 upwards by 10%, 2%, and 2%, while keeping revenue forecasts largely unchanged and increasing gross margin forecasts by 0.5, 0.2, and 0.1 percentage points [1] Group 2 - The target price for Sunny Optical has been raised from HKD 89 to HKD 91.1 [1]

Core Viewpoint - Goldman Sachs reports that Sunny Optical Technology's management is optimistic about the improvement in the company's profitability, driven by the trend of smartphone camera specifications upgrading [1] Group 1: Financial Performance - The company expects its gross margin to recover to 19.7% and 20.2% in 2023 and 2024, respectively, compared to 14.5% and 18.3% in the past two years [1] - The gross margin is still below the levels of 22% to 23% achieved in 2020 and 2021 [1] Group 2: Earnings Forecast - Goldman Sachs has raised its earnings forecasts for 2025, 2026, and 2027 by 10%, 2%, and 2%, respectively [1] - The gross margin forecasts have been adjusted upward by 0.5, 0.2, and 0.1 percentage points for the same years [1] Group 3: Price Target and Rating - The revenue forecasts remain largely unchanged, while the target price has been increased from HKD 89 to HKD 91.1 [1] - The rating is maintained at "Neutral" [1]