(Source: Lighthouse Media).

On March 10, Huawei officially announced the establishment of a medical and health corps to fully enter the field of smart healthcare. This is big news, which is likely to change the landscape of the entire healthcare industry and bring a lot of new opportunities to our investors.

In this article, we will talk about Huawei's big move to establish a medical corps and its impact on stocks related to the concept of AI healthcare.

Huawei has officially established a medical and health corps, and this news has exploded in the medical and technology circles! What is Huawei doing here?

To put it simply, it is necessary to deeply integrate AI technology into the medical industry and promote the application of large medical models in clinical scenarios.

What confidence does Huawei have? Relying on the powerful Ascend computing architecture and Pangu large model technology base, coupled with 5G and cloud computing capabilities, it focuses on building an AI-assisted diagnosis solution system to improve the efficiency and quality of medical services.

So why is this a big move? Because the medical industry has always had the problem of imbalance between supply and demand of resources, and AI technology is one of the key tools to solve this problem.

Huawei's entry into the game not only brings advanced technology, but also integrates its accumulation in multiple fields, which will undoubtedly bring a huge impetus to the AI medical industry.

Huawei's move directly ignited the AI medical concept stocks in the A-share market. On March 10, AI medical concept stocks rose sharply against the trend, and many related stocks such as Runda Medical (603108) and Seili Medical (603716) rose or rose sharply.

Many related stocks have ushered in a sharp rise, let's take a look at what companies are worth paying attention to:

Runda Medical (603108): The only partner of HUAWEI CLOUD Pangu Model in the medical field, the two parties jointly developed the "Smart Inspection" AI pathology platform, which has covered more than 200 hospitals. It also worked with Huawei to launch the "ASRock Intelligent Doctor" training and push all-in-one machine based on the DeepSeek large model. The 2024 performance is expected to decrease by 81.16% to 84.3% year-on-year.

Seili Medical (603716): Jointly developed a large brain science model with Huawei, and improved the location accuracy of epilepsy lesions to 0.1 mm. AI diagnostic service revenue increased by 170%, and gross profit margin jumped to 65%; In 2024, the net profit margin will increase to 28%, and the technology for drug resistance prediction will make a breakthrough, and the clinical application prospect is broad.

An Biping (688393): Deeply involved in the construction of Huawei's Ascend AI pathology database, with an accuracy rate of 98.7% for AI diagnosis of cervical cancer. The penetration rate of grassroots hospitals exceeded 60%, and the revenue of rare disease testing business doubled. In 2024, the net profit margin will increase to 28%, and the penetration rate of the AI pathology analysis industry will continue to increase.

Weining Health (300253): Partnered with Huawei to build a medical AI innovation center, and its WiNGPT system has been implemented in 50+ tertiary hospitals. Leading in the field of medical insurance cost control, the market share of DRG/DIP system exceeds 40%, and new orders will increase by 240% in 2024.

United Imaging Healthcare (688271): Huawei's Ascend computing power is deeply integrated to build an AI reading system with an accuracy rate of 97% for lung nodule recognition. The North American market continued to break through, with AI-CT orders increasing by 50% year-on-year; The gross profit margin of high-end medical equipment reached 68%, and the global market share of AI imaging equipment ranked among the top three.

Dian Diagnostics (300244): Partnered with HUAWEI CLOUD to release a large medical examination model, with a market share of 70% in regional pathology. In 2024, AI modules will contribute 40% of revenue, R&D investment will be reduced by 12%, and industry penetration will continue to increase. A total of more than 3 million AI reports have been generated, and the gross profit margin is expected to exceed 45% under AI empowerment.

Meinian Health (002044): Partnered with HUAWEI CLOUD and Runda Medical to launch the "Healthy Xiaomei" AI-assisted diagnosis system, covering the entire process of physical examination. The proportion of high-end physical examination packages increased to 35%, and the average customer value increased by 18%; AI preventive medicine is ushering in the wind, and the physical examination industry is accelerating to digital transformation.

Wanda Information Technology Co., Ltd. (300168): Huawei's Gold Partner, successfully won the bid for DIP medical insurance systems in 14 prefectures and cities, and deeply participated in the reform of medical insurance informatization. Jointly developed an AI medical record quality control system with Huawei, intelligently generated image reports, and promoted the digital upgrade of hospitals. DIP has the largest market share in the medical insurance industry, and medical IT orders will increase by 75% year-on-year in 2024.

Neusoft Group (600718): Relying on Huawei's Pangu model, it launched the NeuAI intelligent diagnostic device, which improved the diagnosis efficiency of CT/MRI by 40%; A leader in the medical information industry, driven by the DRG/DIP policy, to accelerate the implementation of the smart hospital system; In 2024, overseas revenue will increase by 180%, and smart medical products will be unveiled in the global market.

iFLYTEK (002230): Partnered with Huawei Healthcare to build an intelligent assistant that supports voice medical record entry and intelligent ward rounds, covering 500+ tertiary hospitals. In 2024, medical AI orders will increase by 150%, promoting the synergy of the smart medical ecosystem; AI voice interaction technology empowers medical scenarios, and the influence of the industry continues to expand.

The AI medical industry is in a stage of rapid development and has broad prospects for development in the future. In terms of market size, the global AI healthcare market is expected to reach $45 billion by 2025, with a compound annual growth rate of 40%. The scale of China's smart medical market will also exceed 800 billion yuan in 2025.

The application of AI technology in the medical field is also expanding and deepening. From the initial medical image analysis to the current drug research and development, intelligent hospital management, health management and other fields, AI is playing an increasingly important role. In the future, AI healthcare will develop in the direction of being more intelligent, personalized, and efficient.

With the advancement of Huawei's medical team, related companies are expected to gain more opportunities in technology research and development, market expansion, etc., and the future performance is worth looking forward to.

However, investors also need to be aware of the risks. Although the AI medical industry has broad prospects, it is still in the early stages of development, and the maturity and market acceptance of the technology will take time to verify. In addition, issues such as policy regulation and data security may also have an impact on the development of the industry.

Therefore, when investors choose investment targets, they should comprehensively consider the technical strength, market position, financial status and other factors of the enterprise to make a rational judgment.