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Soochow: AI Medical is accelerating its penetration, with the imaging market size expected to exceed 13.7 billion yuan by 2030.
Although AI health management is still in its early stages of development, it encompasses many subfields and is supported by policies. The market concentration is low, and the competitive landscape is unstable, with demand expected to expand rapidly in the future.
Guangzhou Kingmed Diagnostics Group (603882): A leader in the midstream medical services industry, Guangzhou Kingmed Diagnostics Group is progressing steadily towards the future.
As a leading domestic enterprise in the Independent Clinical Laboratory sector, Guangzhou Kingmed Diagnostics Group has achieved stable and sustainable growth. As a pioneer in the domestic Independent Clinical Laboratory Industry, it focuses on Independent Clinical Laboratory and pathological diagnosis Business, having become the leading enterprise in this industry.
Guangzhou Kingmed Diagnostics Group (603882) Company in-depth study: domestic ICL leader, marginal improvement leads to positive turnaround.
Investment logic: There is a wide space for improving the penetration rate in the Industry, and leading companies are expected to continue to take the lead. ① Industry: According to data from Sullivan, the penetration of ICL (Independent Clinical Laboratory) in China.
Express News | According to Reuters: DeepSeek is accelerating the launch of its R2 AI model.
China Galaxy Securities: Deepseek is igniting a wave of AI Medical interest and is expected to continue enhancing the valuation of the Medical Sector.
Medical is one of the most important and promising scenarios for AI applications, primarily centered on the resonance between AI large model inference capabilities and Medical Big Data. Industry pharmaceutical companies are rapidly deploying localized applications of deepseek, significantly enhancing the performance of specialized large models.
Goldman Sachs launched the China AI Medical Index! These 8 Hong Kong stocks made the list, with the strongest one increasing over 69% this month.
Sinolink stated that the interest in AI-related Medical symbols continues to rise. With the emergence of AI in healthcare and rapid industry advancement, a significant change in Medical investment is expected by 2025. It is recommended to focus on the innovative growth track, with the two major growth Sectors of "AI + Medical" and Innovative Drugs being the most important battlegrounds for Medical investment in 2025.