Capital from the south continues to increase its position in YIDU TECH (02158), with the first dividend scheduled to be distributed on September 16.

According to the latest data from Wind, southbound funds net purchased 1,773,400 shares of YIDU TECH (02158) on August 18, with a net investment amount reaching HKD 7,625,600, marking a new high since June 25. Over the past five trading days, southbound funds have cumulatively net purchased 2,171,800 shares of the stock, totaling a net investment of HKD 9,490,800. This market focus is backed by the positive changes brought about by YIDU TECH's continuous commercialization of medical artificial intelligence and improving operational quality in recent years. In fiscal year 2026, YIDU TECH achieved a revenue of approximately RMB 820 million, a year-on-year increase of about 15%; annual net profit was nearly RMB 80 million, with net profit attributable to the parent company reaching approximately RMB 73 million, both exceeding the previous earnings guidance upper limit; adjusted EBITDA reached RMB 220 million, 5.6 times that of the same period last year, and the overall gross margin increased from 33.5% to 36.4%. Cash flow and operational efficiency have also improved simultaneously. In the second half of the year, net cash flow from operating activities turned positive, recording RMB 29.3 million, with a significant improvement in net operating capital turnover efficiency. As operational performance improves, YIDU TECH is concurrently enhancing shareholder returns. The company's board of directors has announced a final dividend of HKD 0.04 per share, to be paid on September 16, 2026. This marks the company's first dividend distribution since its listing, reflecting confidence in sharing the long-term development results with shareholders based on steady business growth and improved cash flow. Just a few days before the influx of southbound funds accelerated, YIDU TECH held an investor day in Beijing, attended by investment firms such as Goldman Sachs, Citigroup, CITIC SEC, China Securities Co., Ltd., HSBC, and GF SEC, along with many buy-side institutions, including E Fund and Boyu Capital. The company's management engaged in in-depth discussions with investors on core issues such as order growth, sustained profitability, the commercialization progress of medical AI, and shareholder returns. Management indicated that hospitals are accelerating their upgrades towards productization, platformization, and intelligent integration, with the penetration of AI-native products such as Doctor Copilot, the Medical AI platform, and YIDU ZhiXun in hospitals continuing to accelerate. In the last fiscal year, the company deployed AI platforms in more than 50 large hospitals across the country, with some hospitals also deploying the Copilot platform, and a number of tested projects are gradually entering the tendering and commercial procurement stage. YIDU TECH's business side is also continuously releasing positive signals. The company recently announced that its affiliate, YIDU Cloud (Beijing) Technology Co., Ltd., won the bid for the information construction project of the Capital Childrens Medical Center in Tongzhou District, with a bid amount of about RMB 8.6 million. The first academic committee meeting of the National Health Commissions Clinical Big Data Standardization and Integration Application Key Laboratory was held, marking the official launch of the national-level medical big data common platform. YIDU TECH is deepening cooperation with the Japan-China Friendship Hospital, focusing on platform construction, high-quality data set creation, and the implementation of medical AI. As medical AI enters the stage of large-scale application, companies with experience in data processing, accumulated clinical scenarios, and commercialization capabilities are attracting more attention from the capital market. YIDU TECH has been deeply engaged in the fields of medical data and artificial intelligence for the long term, continuously promoting the application of AI capabilities within real medical systems, and is expected to further unleash technological accumulation and commercial value.