YIDU TECH(02158) multiple positive factors resonate: institutional research recognition, Shenzhen HuiMinBao main operation, frequent project bids.

Recently, Boyu Investment, Citi, GF SEC, and many other top private equity institutions visited the Sun Yat-sen University Cancer Center for a special research, conducting on-site inspections on the deep landing achievements of YIDU TECH (02158) and Zhongzhong in medical big data and tumor AI full-scene. Subsequently, Citi released a research report, maintaining a "buy" rating on YIDU TECH with a target price of HK$11, and explicitly pointing out that hospital AI-related budgets will continue to rise, and YIDU TECH's professional clinical data governance capabilities constitute a core barrier. At the Sun Yat-sen University Cancer Center, the Zhongzhong Information Department and the hospital management team fully showcased the "data center + AI center" architecture that has been built with YIDU TECH for many years. The two parties have been deeply cooperating since 2015, relying on YIDU TECH's "AI medical brain" YiduCore, assisting Zhongzhong in building the first real-time updated tumor big data platform in China, covering the full course data of 2 million patients, and helping with the local private deployment of DeepSeek, Tongyi Qian Wen, and the self-developed large models of MiDu, achieving data non-exit, model replacement, and application controllability through the linkage of large and small models, evidence-based traceability, SFT fine-tuning, and strict control of medical illusions. The entire solution has now fully penetrated the three major scenes of clinical, scientific research, and hospital management: intelligent diagnosis and treatment assistants embedded in doctors' daily workstations, supporting automatic generation of medical records, sorting of diagnosis and treatment paths, evaluation of tumor staging, intelligent judgment of medication and risks, allowing medical staff to build personalized intelligent bodies for thousands of people independently; achieving patient queue retrieval in seconds on the research end, intelligent recruitment for clinical trials, helping hospitals accumulate more than 500 high-quality papers. AI overall improves the efficiency of doctors' work by 20%-30%, compressing the time for case reporting from 30 minutes to 1 minute, saving over 80,000 hours of labor costs for hospitals, becoming a benchmark for the intelligent construction of domestic tumor hospitals. Institutions conducted in-depth discussions on the iteration of medical large models, the growth of hospital computing budgets, industry competition patterns, commercialization paths, and more around the medical large models. The hospital management team stated that, unlike traditional medical IT vendors and internet giants, YIDU TECH's core barrier lies in its deep clinical business understanding, long-term high-quality data governance, and AI products that fit the actual medical workflow, not in creating "black box" large models, but in making controllable, traceable, and usable medical intelligent applications, with extremely strong replication and promotion value. Shortly after the research, Citi released a review report, maintaining a "buy" rating on YIDU TECH with a target price of HK$11, optimistic about the acceleration of domestic hospital AI penetration driving the company's revenue growth; the company positively predicts that it will achieve a net profit of RMB 55-70 million for the financial year 2026 (ending on March 31, 2026), marking the company's first full-year profit, with profit elasticity expected to continue to release, and the newly launched clinical evidence-based intelligence body "MiDu Zhi Xun" is also expected to open up new commercial spaces. In terms of news, YIDU TECH's business map has seen multiple developments recently. The "Shenzhen Huimin Bao" project for 2026 officially launched, with YIDU TECH serving as the main operating platform for the fourth consecutive year, once again confirming the company's core operational strength. At the same time, YIDU TECH has successively won bids for the Beijing Cancer Hospital artificial intelligence large model project, the second phase of the Hainan Province nearly 12.89 million yuan regional infectious disease monitoring and early warning platform project, the Hainan Smart Health Island construction project (approximately 14.76 million yuan), and the Dr. Buddy project from Singapore's largest public medical group (approximately 12.2 million yuan), accelerating the pace of order landing, with the fundamentals continuing to improve. Industry analysts believe that with the continuous strengthening of medical AI policies, the increase in hospital intelligent budget, and the expansion of the universal health insurance market, the company, relying on its data governance barrier, large model medical landing capabilities, and full-scene AI product matrix, is expected to continue benefiting from industry dividends, entering a dual-track path of performance and valuation improvement.