未知机构：疗开启新成长周期天风计算机缪欣君团队1AI医疗订单加速-20250507

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the AI in Healthcare industry, highlighting the acceleration of AI medical orders and projects since the release of DeepSeek R1 in February 2024, marking a new growth phase for AI-enabled healthcare solutions [1][2]. Core Insights and Arguments 1. Acceleration of AI Medical Orders: - As of Q1 2025, over 100 hospitals have deployed large models and related applications, with the release of WiNGPT2.8 based on DeepSeek [1]. - AI-related medical orders reached 488 million yuan in 2024, representing a 106% year-over-year increase. In Q1 2025, new AI medical contracts signed amounted to 139 million yuan, showing a 211% year-over-year growth [1]. - In 2024, there were 31 new IT orders worth 580 million yuan, and in Q1 2025, 8 new IT orders were recorded, including AI large model deployments [1]. 2. AI Medical Data Processing: - By the end of 2024, the company's AI medical brain, YiduCore, processed over 5 billion medical records, covering more than 1 billion patients and serving 102 top hospitals [1]. - The company provided AI digital solutions to over 80 hospitals and produced over 3 million pathology AI-assisted diagnostic reports, with "Di'an Smart Inspection" serving over 8,000 medical institutions and 40,000 medical personnel [1]. 3. Trends and Policy Catalysts: - The rapid iteration and innovation of domestic AI large models, such as DeepSeek, Alibaba's Qwen3, and Tencent's Turbo S, are crucial for driving AI applications across industries, potentially initiating a new IT construction cycle [1]. - The Ministry of Industry and Information Technology, along with six other departments, issued the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry (2025-2030)" on April 24, emphasizing the need for AI empowerment in the pharmaceutical industry [2]. Additional Important Insights - The call suggests monitoring several companies involved in AI healthcare, including: - Neusoft, Jiahe Meikang, Yidu Technology, Chuangye Huikang, Jiuyuan Yinhai, Guoxin Health, and Langma Information for AI in healthcare [2]. - AI in Pharmaceuticals: Jingtai Holdings and Yingshi Intelligent (in IPO stage) [2]. - AI in Health Management: Meinian Health, Alibaba Health, JD Health, iFlytek Medical Technology, and Loxin Medical [2]. - AI in Diagnostic Assistance: Dian Diagnostics, Rundat Medical, Kingmed Diagnostics, BGI (medical group coverage), and Anbiping [2]. - AI Digital Doctor Platforms: Yimai Tong [2].