YIDU TECH (02158) once again receives a 9.08 million yuan AI order from a top hospital, deepening repeat purchases and verifying explosive revenue growth.

On May 11th, YIDU TECH (02158) released a voluntary announcement that its affiliated company, Yiduyun (Beijing) Technology Co., Ltd., recently won the bid for the upgrade construction project of smart clinical and settlement services at the Sun Yat-sen University Cancer Hospital ("Sun Yat-sen Cancer"). The amount of the bid is approximately 9.082 million RMB. This marks another key order for the intelligent upgrade of top specialty hospitals for YIDU TECH, following the company's consecutive wins of projects such as the AI large model at the Beijing Cancer Hospital, the Hainan Provincial Public Health Platform, and the Singapore Dr. Buddy project. This signifies that YIDU TECH's hospital intelligent solution, with AI as its core, has successfully entered the business processes and operation system-level construction of hospitals. It is reported that the project aims to build an integrated artificial intelligence management system for Sun Yat-sen Cancer, establish a unified intelligent algorithm and model library, and support the training and development of small models for specific tasks through open source large models and medical domain models as the foundation. At the same time, AI capabilities will be opened to business applications in the form of intelligent body APIs, breaking data and technological barriers, promoting collaborative innovation among various business systems within the hospital, realizing unified management of AI research and application, and comprehensively improving the efficiency of AI technology in medical, scientific research, management, and patient service. This cooperation is not the first time that the two parties have worked together. Since 2015, Sun Yat-sen Cancer and YIDU TECH have been deeply cooperating around the big data platform for cancer specialties. Leveraging the core algorithm engine YiduCore, YIDU TECH has helped Sun Yat-sen Cancer to build the first real-time updated cancer big data platform in China, integrating data from more than 30 core business systems and creating a "live map" of medical data covering over 2 million patients throughout the entire disease course. In February 2026, YIDU TECH once again helped Sun Yat-sen Cancer achieve the privatized deployment of AI center, using YiduCore and DeepSeek as dual engines, leading the intelligent diagnostic assistant to empower clinical scenarios. Recently, Boshi Investment, Citi, GF SEC, and many top private equity institutions have conducted special research at Sun Yat-sen Cancer, inspecting the deep results achieved by both sides on-site. After the research, Citi issued a research report maintaining a "buy" rating with a target price of 11 Hong Kong dollars, and clearly affirmed that the hospital AI-related budget will continue to rise, and YIDU TECH's professional clinical data governance capabilities have formed a core barrier. On the news front, on April 20th, YIDU TECH released a positive profit forecast, expecting a net profit of 55 million to 70 million RMB for the fiscal year 2026 (ending on March 31, 2026), marking the first time the company has turned a profit for the full year in its 11-year history, showing the preliminary emergence of a turning point in profitability and performance explosive force. Subsequently, the company announced winning bids for projects such as the Beijing Cancer Hospital AI large model, the Hainan Provincial Coordinated Regional Infectious Disease Monitoring and Early Warning Platform (Phase II) (nearly 12.89 million RMB), the Hainan Smart Health Island construction project (approximately 14.76 million RMB), and the Dr. Buddy project at Singapore's largest public medical group (approximately 12.20 million RMB). YIDU TECH is accelerating the verification of AI commercialization in a closed loop with benchmark clients' continuous repurchases. Market analysis points out that from the early co-construction of big data platforms to the privatized deployment of AI centers, and now to the nearly tens of millions of RMB for the smart clinical and settlement project, YIDU TECH is pushing its cooperation with China's top cancer specialty hospitals to the operational system level. With the deep AI construction expanding to top hospitals like Sun Yat-sen Cancer, YIDU TECH is expected to take the lead in a double rise of performance and valuation cycle.