Policy dividends are being released at an accelerated pace! iFlytek Medical (02506) saw a 47.5% increase in revenue from AI diagnostic assistants in the first half of the year, with a market share exceeding 80% in the grassroots sector.

On August 18, iFlytek Medical (02506) released its mid-term performance for 2026. In the first half of the year, the company's revenue reached 446 million yuan, a year-on-year increase of 49.4%; gross profit was 236 million yuan, up 53.5% year-on-year, with a gross profit margin of 52.9%, an increase of 1.4 percentage points compared to the previous year. The AI diagnostic assistant segment contributed 202 million yuan in revenue, growing by 47.5% year-on-year, and serves as a solid foundation for the company's income with robust growth momentum. At the grassroots level, the AI Medical Assistant has covered 828 districts and counties across 31 provinces in the country, serving over 77,000 grassroots medical institutions. In the districts and counties where AI-assisted diagnostics have been deployed, the market share exceeds 80%, demonstrating an absolute control advantage. It has cumulatively provided over 1.2 billion AI-assisted diagnostic recommendations, assisted in generating 490 million standardized electronic medical records, identified 130 million unreasonable prescriptions, and corrected 2.07 million valuable diagnoses. In July 2026, the Department of Primary Health Care of the National Health Commission held a meeting in Hefei, Anhui, to promote the empowerment of grassroots health work, showcasing the AI diagnostic assistant and Anhui Imaging Cloud, and clearly indicating the need to accelerate nationwide promotion, marking a substantial phase of policy promotion. At the tertiary hospital level, the next-generation AI diagnostic assistant has already served 727 tertiary hospitals, with core functions such as medical record generation maturing and entering a phase of scaled expansion. It is the first in the industry to break through practical thresholds in real medical scenarios. The dual drivers of grassroots control and tertiary hospital breakthrough, combined with the continuous release of policy dividends, provide solid support for the ongoing growth of the AI diagnostic assistant segment.