Core Insights - The company, Yidu Tech (2158.HK), reported a healthy revenue growth of 8.7% year-on-year, reaching RMB 358 million for the first half of the 2026 fiscal year [1][4] - The adjusted EBITDA for existing business doubled compared to the same period last year, amounting to approximately RMB 54 million, indicating significant improvement in profitability and operational efficiency [1][7][10] - The company has entered a new phase of its large model technology, with deep applications in over 30 top-tier hospitals and a substantial increase in order amounts across its core segments [1][14] Revenue and Profitability - Total revenue for the reporting period was RMB 358 million, reflecting an 8.7% increase year-on-year [1][4] - Adjusted EBITDA for existing business reached approximately RMB 54 million, showing a significant improvement compared to the previous year [1][7] - The company is nearing breakeven in its financial statements, ahead of management's previous expectations by one year [1][10] Order Growth - The core business segments saw substantial growth in new order amounts, with the big data platform and solutions segment increasing by 19.7% year-on-year, and the life sciences solutions segment experiencing a remarkable 61.1% increase [1][9] Technological Advancements - The company’s large model technology has evolved into a stage of "multiple blooms and large-scale landing," evidenced by its deep application in top hospitals and high-frequency usage of its AI Copilot [1][14][22] - The accuracy of the TNM staging assessment AI has significantly improved, with T staging accuracy reaching 90% and N staging accuracy reaching 80% [1][20][21] Business Collaboration and Ecosystem - The company has established collaborations with top experts and hospitals, creating a digital twin of doctors to extend expert clinical experience to a broader patient base [1][14] - The company has been actively involved in health management, serving over 44 healthcare institutions and covering nearly 30 cities and provinces [1][28]

Core Insights - Yidu Technology reported a total revenue of RMB 358 million for the first half of the 2026 fiscal year, representing an 8.7% year-on-year growth, with adjusted EBITDA doubling to approximately RMB 54 million [1] - The company has seen significant growth in its core business segments, with new order amounts in the big data platform and solutions segment increasing by 19.7% and the life sciences solutions segment by 61.1% [1] - The management highlighted advancements in AI technology, with applications in over 30 top-tier hospitals and a significant increase in the accuracy of its TNM staging assessment tool [1][2] Business Segment Performance - The big data platform and solutions segment generated revenue of RMB 153 million, a 14.6% increase year-on-year, providing solutions to 127 top hospitals and 44 regulatory bodies [3] - The life sciences solutions segment achieved revenue of RMB 138 million, supporting the accelerated approval of several innovative drugs and gaining recognition in real-world research [4] - The health management platform and solutions segment reported revenue of RMB 66.67 million, a 30.3% increase, with significant participation in public health insurance projects and a notable rise in active users [5] Technological Advancements - YiduCore, the company's core algorithm engine, processed over 1.3 billion patient visits and nearly 7 billion authorized medical records, covering over 10,000 hospitals [1] - The company has successfully reduced the incidence of "hallucinations" in AI models to below 1% and improved the accuracy of its TNM staging assessment tool significantly [2] - Yidu Technology received industry recognition at the CHIP 2025 conference, winning awards for its advancements in medical NLP [2]