Hong Kong Stock Concept Tracking | Huawei Forms Medical Health Legion AI Medical Care is Expected to Accelerate Landing (with Concept Stocks)

On March 7th, the Science and Technology Innovation Board Daily reported that Huawei has officially formed a medical health regiment, focusing on building an AI-assisted diagnostic solution system, and promoting the application of medical large models in clinical scenarios. Huawei regiment focuses on breakthroughs in key businesses, quickly mobilizing resources, and creating "from 0 to 1" solutions, responsible for expanding the space. Huawei has long been involved in medical large models, empowering life sciences, pharmaceutical and medical health enterprises. In the L1 industry large model field, Huawei has medical and pharmaceutical large models, and has cooperated with Shanghai Runda Medical Technology on the medical inspection large model "Good Doctor Little Wisdom", cooperated with Tasly Pharmaceutical Group on the "Intelligent Traditional Chinese Medicine" large model, and cooperated with Ruijin Hospital on the "RuiPath" pathological large model. From pharmaceutical research and development to clinical diagnosis, from specialized diseases to comprehensive pathological analysis, Huawei actively promotes the application of large models in various medical fields. To achieve the leap from informatization to digitalization and then to intelligentization in the medical industry, various forces are needed. In June 2022, the then rotating chairman of Huawei, Hu Houkun, stated that Huawei regiment focuses on specific industries and establishes cooperative relationships with leading companies in the industry to empower partners with capabilities. The Huawei regiment will integrate its own resources and leverage the core technologies of "Pangu large model + Ascend AI framework + cloud computing" to empower industry partners and accelerate AI medical intelligence. AI medical related Hong Kong stocks companies: Jingtai Technology (2228), ALI HEALTH (0241), JD HEALTH (6618), Ping An Health (1833), YIDU TECH (2158), MicroPort Siasun Robot & Automation (2252), Gushengtang (2273), MEDLIVE (2192), etc. YIDU TECH (2158): The circle of friends of Yidu AI platform for medical care has welcomed a new member. The Shanghai Pulmonary Hospital has recently completed the localized deployment of DeepSeek and will also connect to the Yidu AI platform, teaming up with the "AI Medical Brain" YiduCore to enhance medical management efficiency. Previously, the golden combination of "YiduCore + DeepSeek" has been applied in many top-tier hospitals such as Xiangya Hospital of Central South University, the First Affiliated Hospital of Nanchang University, the Affiliated Tumor Hospital of Sun Yat-sen University, and the Affiliated Tumor Hospital of Harbin Medical University. iFlytek Medical (02506): As the only medical deep reasoning large model that uses national computing power training, the X1 star medical large model has surpassed GPT-4o and DeepSeek R1 in medical tasks such as diagnostic recommendations and health consultations, marking a major technological breakthrough in the field of AI medical. iFlytek Co.,Ltd. has teamed up with Huawei to launch the iFlytek X1 medical all-in-one machine, which is based on the technical base capabilities of the X1 star medical large model, fully supports domestic stack technology, deploys rapidly, ready to use out of the box, data does not leave the domain, ensuring data security. HEC CJ PHARM (01558): Starting from 2023, Guangdong Hec Technology Holding Pharmaceutical has cooperated with Huawei Cloud in AI drug research and development, optimizing the high-precision molecular properties and drug structures, creating a one-stop out-of-the-box large model drug development platform from the drug discovery stage to the pharmaceutical process. On December 16 of last year, Guangdong Hec Technology Holding Pharmaceutical's AI-driven class 1 new drug, the first small molecule innovative drug HEC169584, was approved for clinical trials for non-alcoholic fatty liver disease (NASH). HEC169584 is the first candidate drug obtained by Guangdong Hec Technology Holding Pharmaceutical through the AI-driven small molecule drug design platform. Ping An Health (01833): Building on its "Ping An Medical Expo" multimodal large model and "Ping An Medical Family" doctor workstation, Ping An Health has recently completed the deployment of DeepSeek and some scenario applications. Accessing DeepSeek signifies a shift from pure digitization services to comprehensive smartization. By integrating the strong computing power and algorithm advantages of DeepSeek, the deep application of AI technology in medical services, Ping An Health's user base and revenue levels are expected to further rise, thereby driving the growth of the company's valuation. JD HEALTH (06618): In January of this year, the company launched the industry's first hospital comprehensive large model product "Jingdong Zhuoyi", announcing the official launch of the first batch of digital doctors on the Internet doctor platform; in February, it was announced that the company's self-owned medical large model "Jingyi Qianxun" has been connected to general models such as GPT series, DeepSeek, and started open source, meaning all core codes such as model parameters, data construction, multi-stage model training, model evaluation, etc., will be made public.