券商中国记者注意到，公募基金重仓的晶泰控股、固生堂、医渡科技、讯飞医疗科技、云知声等港股AI医疗 公司，纷纷在寻找第二增长曲线，而出海则成为这些公司获得成长弹性的关键因素。例如，头部基金集体布局 的晶泰控股出海业务频传捷报，公司日前又宣布其通过AI技术帮助一家药企获得澳大利亚的临床试验批准， 截至今年6月末，晶泰控股已是华夏基金、招商基金、富国基金等头部公募的重仓股。 银华基金重仓的医渡科技近日也披露已开展国际化业务，包括AI辅助诊疗在内的产品服务已开始进入新加 坡、文莱等国家。根据医渡科技日前披露的2025年度财报（2024年4月至2025年3月），按地区分布看，公司海 外市场收入增长速度远超国内，其间来自文莱的收入规模已超过1亿元，文莱市场对医渡科技的收入贡献占比 达到14.36%。 对偏爱AI医疗的基金经理而言，商业化落地此前一直是AI医疗赛道需要解决的问题，但随着越来越多的AI医 疗公司强化拓展海外收入，相关公司的估值也变得水涨船高，甚至反超QDII基金重仓的美股对标公司。对 此，多位基金经理判断，国内AI医疗仍处于从0到1的拓展期，未来通过快速商业化落地，将有望逐步解决高 估值问题。 出海逻辑延伸至 ...

Core Viewpoint - The AI healthcare sector is in a nurturing phase, with increasing interest from public funds, particularly in overseas expansion as a key growth driver for companies in this field [1][2][6]. Group 1: Investment Trends - Public funds are heavily investing in AI healthcare companies, with a focus on those expanding internationally, such as JingTai Holdings and YiDu Technology, which are seeing significant revenue growth from overseas markets [2][3]. - Companies like Mirxes have reported that approximately 70% of their revenue comes from international markets, indicating a strong reliance on overseas expansion for growth [3]. Group 2: Valuation Concerns - Despite the growth potential, many AI healthcare companies are facing high valuations, with some trading at sales multiples of tens or even hundreds, raising concerns about sustainability [4][5]. - For instance, Mirxes has a market capitalization exceeding HKD 17 billion, which is notably higher than its competitors like Grail, despite Grail having significantly larger revenue [4]. Group 3: Future Outlook - Fund managers believe that the current high valuations are linked to the varying stages of commercialization among companies, with U.S. firms having a head start in the market [6][8]. - The AI healthcare sector is expected to see accelerated growth in the coming years, particularly in areas like brain-computer interfaces, which are projected to transition from laboratory to clinical applications within 1-2 years [8].

Group 1 - The core viewpoint is that China's rapid aging population has become a national strategy, with Beijing implementing nearly a hundred special policies to transition from "elderly care" to "enjoying old age" and from basic security to quality enhancement [2] - Currently, 1 in 4 people in China is an elderly person, totaling 310 million, which accounts for 22% of the population, while in Beijing, 1 in 3 registered residents is an elderly person, making up 30% [2] - The "14th Five-Year Plan" emphasizes the development of elderly human resources and the silver economy, which is crucial for the well-being of millions of elderly people and for optimizing economic structure [2] Group 2 - The silver economy shows significant potential, covering eight key areas such as smart elderly care, elderly education, and health management, with a projected scale of approximately 7 trillion yuan in 2023, accounting for 6% of GDP, and expected to exceed 30 trillion yuan by 2035, reaching 10% of GDP [3] - The integration of digital technology and the health industry is reshaping the industry ecosystem, with smart health monitoring devices and AI-assisted diagnosis playing a crucial role in addressing the supply-demand imbalance in elderly health services [3] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs are promoting the use of robots in elderly care, with the smart service robot market expected to reach 50 to 100 billion yuan by 2025-2027 [3] Group 3 - The penetration rate of smart elderly care products is only 3.8% within the 7 trillion yuan silver economy, indicating a significant opportunity for industry growth [4] - The silver economy is viewed as both a business opportunity and a social responsibility, requiring policy guidance, market participation, and technological innovation to create a safe and friendly environment for the elderly [4] - The essence of the silver economy is human-centered, focusing on maximizing quality of life at minimal cost, and promoting a shift from "treating existing diseases" to "preventing future diseases" [4]

Group 1 - The 2025 Smart Health and Elderly Care Forum was successfully held in Shougang Park, focusing on the theme of "New Pattern of Silver Economy and All-domain Health and Elderly Care Ecosystem" [1] - The forum aims to explore new paths, models, and mechanisms for the development of health and elderly care that align with China's national conditions [1] - The establishment of the "Deep Blue Think Tank Elderly Care Industry Research Institute" marks a new phase for the Smart Health and Elderly Care Forum, aiming to drive innovation in the elderly care industry [1] Group 2 - The rapid aging of the population in China has become a national strategy, with nearly 100 special policies and implementation plans launched in Beijing [3] - The silver economy is projected to reach approximately 7 trillion yuan in 2023, accounting for 6% of GDP, and is expected to exceed 30 trillion yuan by 2035, representing 10% of GDP [3] - The penetration rate of smart elderly care products is only 3.8%, indicating both challenges and opportunities within the industry [3] Group 3 - The concept of "all-domain collaboration" is essential for breaking through challenges in the smart elderly care industry, integrating financial support, technological innovation, and medical services [4] - The Beijing Business Daily aims to continue being an observer, connector, and promoter of the industry, facilitating the transition from policy vision to practical implementation [5] Group 4 - The development path for the elderly care industry includes leveraging trustworthy data spaces to drive digital transformation and high-quality development [6] - The integration of technology in the elderly care ecosystem is seen as a market advantage, meeting the rigid demands of the elderly while creating new consumption needs [7] Group 5 - Various companies are collaborating to build a comprehensive elderly care service network, addressing aspects from living environments to community support [9] - The "Elderly Care Meal" project by Ele.me aims to provide safe and reliable meal delivery services to the elderly, addressing funding challenges through collaboration with government and enterprises [9] - The introduction of self-service dining models for elderly care by Huafang Catering addresses dietary needs, with standards established to promote industry development [10] Group 6 - There is a growing multi-dimensional focus on health, with 84% of people concerned about physical health and 81% about mental health, expanding the functional food consumer base [11] - Companies are innovating in product forms and expanding channels to enhance competitiveness in the functional food market [11] - The development of elderly-friendly furniture involves redesigning new products and adapting existing ones to meet the needs of elderly consumers [11]

Core Insights - The 2025 Smart Health and Elderly Care Forum was successfully held in Shougang Park, focusing on the theme of "New Patterns of Silver Economy and Comprehensive Health and Elderly Care Ecosystem" [1] - The forum aims to explore new paths, models, and mechanisms for the development of the elderly care industry that align with China's national conditions [1] Industry Overview - The silver economy is a vast economic blue ocean, covering eight key areas including smart elderly care, elderly education, and health management, with a projected scale of approximately 7 trillion yuan in 2023, accounting for 6% of GDP, and expected to exceed 30 trillion yuan by 2035, reaching 10% of GDP [3] - The integration of digital technology and health industries is reshaping the elderly care ecosystem, with smart health monitoring devices and AI-assisted diagnosis playing crucial roles in addressing the supply-demand imbalance in elderly health services [3][4] Technological Innovation - The establishment of the "Deep Blue Think Tank Elderly Care Industry Research Institute" marks a new phase in promoting innovative development in the elderly care industry [1] - The integration of new information technologies is creating a "boundary-less" infrastructure for elderly care, enabling real-time health data monitoring and AI-driven risk alerts [7] - The development of humanoid care robots is anticipated to replace traditional caregiving methods, with advancements expected in functionality and adaptability [8] Collaborative Ecosystem - The concept of "full-domain collaboration" is emphasized as key to breaking through challenges in the elderly care industry, requiring integration of financial support, technological innovation, and medical services [4] - Various enterprises are collaborating to build a comprehensive elderly care service network, addressing needs from living environments to community support [9] Market Demand and Consumer Trends - There is a growing multi-dimensional focus on health among consumers, with a significant percentage of people concerned about weight and mental health, leading to an expansion in the functional food market [12] - The elderly care dining service is evolving, with companies like Ele.me implementing "Elderly Meal" projects to ensure safe and nutritious meal delivery [11] - The demand for age-friendly home modifications is increasing, with companies focusing on redesigning products to meet the safety and comfort needs of the elderly [13]

Core Viewpoint - The deadline for the award application for the Global MedTech Innovation Awards has been extended to June 20, 2025, to allow more time for participants to prepare and submit their materials, aiming to showcase innovations and contributions in the medical device field [1]. Group 1: Event Overview - The Global MedTech Conference 2024 will take place on July 17, 2025, at the Zhongguancun Exhibition Center in Beijing, with an expected attendance of around 500 participants from various sectors including government, hospitals, leading enterprises, startups, investment institutions, and research institutes [5]. - The conference will feature a main stage for showcasing and awarding global medical technology innovations [5]. Group 2: Award Categories - The awards to be presented include: 1. 2025 Global MedTech Innovation Award 2. 2025 Global MedTech Clinical Application Award 3. 2025 Global MedTech Service Contribution Award 4. 2025 Global MedTech Supply Chain Excellence Award 5. 2025 Global MedTech Innovation & Translation Award (Individual) [4][8]. Group 3: Application Process - The application phase is open from now until June 20, 2025, followed by a review phase from June 21 to June 29, with results to be announced between June 30 and July 4, and the awards to be presented on July 17, 2025 [12]. - Participants must fill out a specific form or send an email with required details to apply for the awards [13]. Group 4: Evaluation Criteria - The awards are aimed at various entities including medical device companies, healthcare institutions, and service providers, with criteria focusing on originality, advanced technology, clinical application, and industry impact [7][10][11]. - Specific standards are set for each award category, emphasizing the need for innovative products or technologies that demonstrate clear clinical efficacy and potential for widespread application [10][11]. Group 5: Conference Agenda - The conference will cover topics such as global medical technology development trends, research and transformation paths for imaging platforms, new consumables, brain-machine interfaces, interventional devices, diagnostic equipment, and the integration of AI in healthcare [6]. - It will also address capital market interests in technology directions and enterprise profiles, as well as overseas market access and marketing strategies [6].

Core Viewpoint - The deadline for the award application for the Global MedTech Innovation Awards has been extended to June 20, 2025, to allow more time for participants to prepare and submit their materials, aiming to showcase innovations and contributions in the medical device field [1]. Group 1: Event Overview - The Global MedTech Conference 2024 will take place on July 17, 2025, at the Zhongguancun Exhibition Center in Beijing, with an expected attendance of approximately 500 participants from various sectors including government, hospitals, leading enterprises, startups, investment institutions, and research institutes [5]. - The conference will feature a main stage for showcasing and awarding global medical technology innovations [5]. Group 2: Award Categories - The awards to be presented include: 1. 2025 Global MedTech Innovation Award 2. 2025 Global MedTech Clinical Application Award 3. 2025 Global MedTech Service Contribution Award 4. 2025 Global MedTech Supply Chain Excellence Award 5. 2025 Global MedTech Innovation & Translation Award (Individual) [4][8]. Group 3: Application and Evaluation Process - The application phase is open from now until June 20, 2025, followed by a review phase from June 21 to June 29, 2025, with results to be announced between June 30 and July 4, 2025 [11]. - The awards will be presented on July 17, 2025, after the confirmation of trophy production [11]. Group 4: Target Audience and Standards - The awards target various entities including medical device and digital health technology companies, clinical doctors, researchers, and key suppliers, with specific standards for originality, advancement, and potential for industrialization [7][10].

Core Viewpoint - The deadline for the award application for the Global MedTech Innovation Awards has been extended to June 20, 2025, to allow more time for participants to prepare and submit their materials, aiming to showcase innovations and contributions in the medical technology field [1]. Group 1: Event Overview - The Global MedTech Conference 2024 will take place on July 17, 2025, at the Zhongguancun Exhibition Center in Beijing, with an expected attendance of approximately 500 participants from various sectors including government, hospitals, leading enterprises, startups, investment institutions, and research institutes [5]. - The conference will feature a main stage for showcasing and awarding global medical technology innovations [5]. Group 2: Award Categories - The awards to be presented include: 1. 2025 Global MedTech Innovation Award 2. 2025 Global MedTech Clinical Application Award 3. 2025 Global MedTech Service Contribution Award 4. 2025 Global MedTech Supply Chain Excellence Award 5. 2025 Global MedTech Innovation & Translation Award (Individual) [4][8]. Group 3: Application and Evaluation Process - The application phase is open from now until June 20, 2025, followed by a review phase from June 21 to June 29, with results to be announced between June 30 and July 4, and the awards to be presented on July 17, 2025 [11]. - Participants must meet specific criteria based on their roles, such as medical device companies, clinical doctors, researchers, and service providers, ensuring that the innovations are original, advanced, and have potential for large-scale industrialization [7][10].

Core Viewpoint - The article announces the extension of the application deadline for the Global MedTech Innovation Awards to June 20, 2025, to allow more time for participants to prepare their submissions and showcase their innovations in the medical technology field [1]. Group 1: Event Overview - The Global MedTech Conference 2024 will take place on July 17, 2025, at the Zhongguancun Exhibition Center in Beijing, with an expected attendance of around 500 participants from various sectors including government, hospitals, leading enterprises, startups, investment institutions, and research institutes [5]. - The conference aims to highlight and award groundbreaking achievements in medical technology, with a focus on innovation, application, and service contributions [4][8]. Group 2: Award Categories - The awards include: 1. 2025 Global MedTech Innovation Award 2. 2025 Global MedTech Clinical Application Award 3. 2025 Global MedTech Service Contribution Award 4. 2025 Global MedTech Supply Chain Excellence Award 5. 2025 Global MedTech Innovation & Translation Award (Individual) [4][8]. Group 3: Application Process - The application phase is open from now until June 20, 2025, followed by a review phase from June 21 to June 29, with results to be announced between June 30 and July 4 [11]. - Participants must submit specific documents including a personal resume, a summary of research achievements, and any relevant supporting materials [13].

Core Viewpoint - The 2025 International Medical Innovation Cooperation Forum held in Guangxi Fangchenggang aims to deepen medical innovation cooperation among Shanghai Cooperation Organization (SCO) countries, ASEAN, and Belt and Road Initiative nations, enhancing exchanges in traditional medicine and promoting a global health community [1][2]. Group 1: Forum Outcomes - The forum was attended by over 400 guests, including leaders and officials from SCO countries, who positively evaluated the forum's outcomes [1]. - Belarusian Deputy Prime Minister Karankevich emphasized that international medical cooperation is a practical measure for global security and improving people's well-being, highlighting the need for unity among countries to address global health challenges [1]. - The forum facilitated the signing of 52 projects in the Fangchenggang International Medical Open Pilot Zone, covering key industries such as medical devices, innovative drugs, traditional Chinese medicine trade, health food production, and medical wellness [2][3]. Group 2: Regional Cooperation and Development - The Fangchenggang International Medical Open Pilot Zone has been steadily advancing, expanding its network and becoming a platform for medical exchanges and innovation cooperation between China and other SCO and ASEAN countries [3]. - The zone has established friendly cooperative relationships or intentions with 13 foreign cities, showcasing its commitment to international collaboration [3]. - The forum's initiative calls for the protection and sustainable use of medicinal plant resources and aims to deepen international traditional medicine cooperation [4]. Group 3: Interest in Traditional Medicine - Pakistan's Federal Minister for Health, Kamal, expressed the need for diverse medical services to cover its rural population, highlighting the potential for collaboration with Chinese enterprises in traditional medicine [4]. - Officials from Uzbekistan and Tajikistan showed significant interest in the innovative development of traditional Chinese medicine, indicating a willingness to strengthen cooperation in this field [5].