2024年，国家卫生健康委等三部委联合发布《卫生健康行业人工智能应用场景参考指引》，为"人工智 能+"在医疗领域的创新应用指明了方向。 2025年8月，国务院印发《关于深入实施"人工智能+"行动的意见》，提出有序推动人工智能在辅助诊 疗、健康管理、医保服务等场景的应用，大幅提高基层医疗健康服务能力和效率。 在政策支持、人口老龄化加剧、AI技术高速发展的背景下，AI医疗长期发展空间广阔。甲子光年数据 显示，2025年中国AI医疗行业规模将达1157亿元，预计2028年攀升至1598亿元，2022~2028年的复合增 长率保持在10.5%。 据"华为数据存储"消息，12月7日，华为面向医疗领域正式发布华为AI数据平台。AI数据平台基于 OceanStor A800存储构建，涵盖知识生成与检索、记忆萃取与召回、UCM推理加速三大核心技术，助力 华西医院"睿宾2"医疗智能体突破医疗领域长期面临的成本、质量与可及性之间的"三角制约"瓶颈，加 速智能化落地。 华为AI数据平台在华西医院的成功实践，正是AI技术赋能医疗领域的典型缩影。近年来，国家持续推 进医疗数智化建设，出台多项政策支持AI医疗发展。 交银国际证券研报认为 ...

Group 1: Huawei AI Data Platform in Healthcare - Huawei officially launched the AI Data Platform for the healthcare sector on December 7, 2023, aimed at addressing cost, quality, and accessibility challenges in the medical field [3] - The platform is built on OceanStor A800 storage and includes three core technologies: knowledge generation and retrieval, memory extraction and recall, and UCM inference acceleration [3] - The collaboration with West China Hospital and other partners aims to provide comprehensive diagnostic services and support for healthcare professionals, promoting a replicable and sustainable model for equitable healthcare [3] Group 2: Commercial Aerospace Sector Performance - The commercial aerospace sector has shown strong performance, with the industry index rising by 1.34% on December 8, 2023, and a cumulative increase of 16.27% over the past 11 trading days [2] - ST Chengchang reported a revenue of 306 million yuan for the first three quarters, a year-on-year increase of 204.78%, and turned a profit with a net income of 90 million yuan [2] - Other companies in the sector, such as Aerospace Nanhu and Mengsheng Electronics, also reported over 100% year-on-year revenue growth [2] Group 3: AI Healthcare Market Expansion - The AI healthcare market is expected to grow significantly, with projections indicating a market size of 115.7 billion yuan by 2025 and 159.8 billion yuan by 2028, reflecting a compound annual growth rate of 10.5% from 2022 to 2028 [5] - The AI medical imaging and AI pharmaceutical sectors are experiencing rapid growth, with the AI medical imaging market expected to exceed 15 billion yuan by 2025 and the AI pharmaceutical market projected to grow from 73 million yuan in 2024 to 586 million yuan by 2028 [6] - A total of 33 concept stocks in the A-share market are involved in the AI healthcare sector, with 10 companies disclosing collaborations with Huawei [6] Group 4: Institutional Focus on AI Healthcare Stocks - Among the 14 AI healthcare concept stocks receiving significant institutional attention, companies like United Imaging Healthcare and Sanofi Biotech are expected to see substantial profit growth by 2025, with some projected to exceed 100% profit increase or return to profitability [7] - United Imaging Healthcare has integrated AI capabilities across its imaging diagnostic equipment, enhancing the precision and intelligence of medical imaging technology [7]