Core Insights - The traditional healthcare system creates a "service gap" after patient discharge, particularly in oncology, where post-operative recovery and long-term support are often neglected [1] - As cancer is redefined as a manageable chronic disease, the industry is questioning whether healthcare services should remain confined within physical hospital walls [1] - Baize Medical (02609.HK) is implementing the H@H (Hospital At Home) model as a key strategy to extend healthcare services from "hospital-centric" to "continuous management" [1] Group 1: H@H Model - H@H is not merely an extension of traditional home care but represents a systematic upgrade in healthcare service models [3] - Unlike conventional home services focused on basic care, H@H enhances the "management, connection, and companionship" aspects of Baize's comprehensive service system [3] - The model shifts the responsibility of healthcare from just the hospitalization period to a more extended and continuous management of patient health [3] Group 2: Technological Infrastructure - The success of "medical at home" relies heavily on systematic, standardized, data-driven, and intelligent infrastructure [5] - Baize Medical's core advantage lies in its AI-ready digital infrastructure, which integrates real-world healthcare service needs [5] - The four-layer technology architecture allows for real-time data standardization and utilization, enabling proactive interventions in patient care [5] Group 3: Industry Shift - The emergence of H@H reflects a shift in the value orientation of oncology services, focusing on long-term quality of life and patient experience rather than just single treatment outcomes [7] - This transition is driven by changes in disease characteristics, demographic shifts, and evolving patient needs [7] - H@H signifies a profound paradigm shift in oncology care, where the boundaries of healthcare are redefined around the patient rather than physical structures [7]