Author: Tang Duoyu Responsible: Gao Lishan
On the evening of April 24th, the leading enterprise in the medical examination industry Meimeian Health (002044.SZ) released an annual report of 2023, and revenue and net profit have increased significantly.During the reporting period, US Nian Health achieved operating income of 10.894 billion yuan, an increase of 26.44%year -on -year; net profit of home mother was 506 million yuan, an increase of 1.065 billion yuan over the same period last year.
Industry analysts believe that the company’s performance exceeds the growth of high -end health management. Meinian Health has increased by improving the quality and efficiency of services., Extend the service after extension, focus on the gastrointestinal center, traditional Chinese medicine center, and sleep center medical special centers to open the space incremental space and optimistic about the target growth of profit in 2024.
At the same time, in the current wave of science and technology, Meinian Health has captured the new opportunities brought by AI for the health industry, adhered to digital operations and quality drivers, improved medical quality, and improved the medical quality system.The reporter learned that at the end of 2023, the “AIGC concept” was added by the healthy health.
In the capital market, the performance of the AIGC sector is equally eye -catching.Since the beginning of the year, AIGC and other related concepts have risen, and AI has become a popular investment direction.People in the industry generally believe that there are broad investment prospects in the fields of technology, high -end manufacturing, and medicine represented by AI.At the same time, companies that operate steadily, cash flow, and have the ability to improve dividends still have good configuration value.
It is worth mentioning that, as the core project of the “ALL in AI” strategy in the United States of Health, on April 15th, Mei Nian Health Group jointly released the first domestic health management AI robot with Huawei Yun and Runda Medical.”Healthy Little Beauty” Digital Zhijian Manager internal test version marks the advent of the new era of “AI+Health Management” and is also a major innovation in the field of prevention of medicine.
Revenue and net profit increase greatly, and the performance continues to improve
According to the 2023 annual report of the Meridian Health, the total number of receptions during the reporting period increased by 13.0%year -on -year, and the unit price of the integrated customer increased by 11.2%year -on -year.On the whole, in 2023, the company’s business entered a benign operating cycle of demand and rising volume and price.At the same time, the financial report shows that the company’s non -net profit increased by 181.61%year -on -year, and the net operating cash flow increased by 30.34%year -on -year.EssenceThe performance is mainly benefited from the upgrading of the consumer demand of health checkups, the coordinated development of group inspections and individual inspections, innovation leading growth, digital operation and quality driving, and organizational change and headquarters empowerment.
Galaxy Securities believes that the demand for medical examinations will be resumed exceeding expectations, some small medical examination companies withdraw from the market, the competitive pattern is optimized, and the industry has entered a virtuous cycle of virtuous quality to promote rising prices.Standing at a new starting point in the 20th anniversary, Meinian Health is expected to usher in a growth window period for Alpha and Beta opportunities to coexist.
With the rapid development of artificial intelligence technology, AI has become an important driving force for medical digital transformation.Among them, AI robots are reshaping the industry’s production methods and market structures in a new way.
The Midea Health upgrade strategy in a timely manner, announcing the “All in AI”, cutting the pulse of the development of the industry, and benefiting from the early layout, which laid its own first -mover advantage.
According to the financial report, Meinian Health adheres to the core drive of “Innovation+Technology”, and uses the advantages of medical medical examination health big data and artificial intelligence AI technology.The system is the three pillars to create a leading medical operation platform.
Based on the deep cultivation and development of the AI field, industry insiders believe that Meinian Health has landed important cooperation projects in discipline construction and digital strategy, further realizing cost reduction and efficiency, and steadily opening high -quality development.
Under the digital information empowerment, Meinian Health continues to consolidate the construction of medical quality internal skills, optimizes the construction of the medical quality system, continues to promote the construction of key disciplines, and continuously upgrade medical services through refined operations to continuously improve service efficiency and customer experience satisfactionEssence
The global capital market has set off a “AI+Medical” boom, and the health of the United States takes the wind to the wind.
In the capital market, the widespread application of AI technology has triggered a new round of investment boom, and the popularity of AI+medical concepts has continued to heat up.
Especially since this year, the A -share market has gone through the process of bottoming back, and the rotation phenomenon between sectors is very obvious.In this round of market, the performance of artificial intelligence -related tracks is particularly prominent, ranking among the top increase.
The ChatGPT index and the AIGC index in the relevant concept sector rose sharply in February, both of which recorded a monthly increase of 20%.
Globally, the boom of generating artificial intelligence (AI) is continuing to heat up.The stock prices of scientific and technological giants such as Nivine, Meta, Tesla, Amazon, Google’s parent company Alphabet, Microsoft, and Apple have soared in 2023, far exceeding the performance of the Standard 500 Index.
According to industry analysts, the development and application of new technologies such as AI have exceeded market expectations. The continuous emergence of new applications such as Sora, which has further promoted the strong performance of science and technology themes.The continuity of the AI model not only drives the investment opportunities of the entire industrial chain, but also the recovery of the previous technology sector is large, but also provides a larger space for the rebound of the sector to a certain extent.
In this context, Meinian Health actively embraces AI technology and promotes the company’s strategic transformation and upgrade. It is expected to use this opportunity to achieve a faster development.
According to reports, in 2024, US Nian Health has been upgraded from “ALL in digitalization” to “All in AI”.The launch of Xiaomei “is the key node in this transformation process.
Looking back at the process of creating “healthy and small beauty”, the three parties of Meinian Health, Huawei Cloud, and Runda Medical announced the cooperation of the project as early as January this year.Since then, Meinian Health’s performance in the capital market has also attracted much attention, and the stock price has daily limit.
Industry insiders believe that the general technology represented by AI models, biotechnology represented by gene technology, health management represented by wearable devices, and the four major scientific and technological changes with new targets as the core as the core.It not only promoted the innovation and development of the entire industry, but also opened up new development space for leading companies such as the healthy and healthy health.
New technological changes will usher in accelerated development.At the Nvidia 2024GTC conference, CEO Huang Renxun regarded “AI Medical” as the next golden track.
In addition, in terms of overall industry development, the application of AI in the medical field has long been verified its huge potential.During the early screening and diagnosis phase of the disease, AI can analyze a large amount of data recognition of miniatur abnormal changes, improve the accuracy of diagnosis, and then achieve early detection and prevention of the disease.Market statistics show that by 2025, the size of the domestic AI medical imaging market is expected to reach 44.2 billion yuan, with a compound annual growth rate of 135%.
At the same time, the overall health management market size also shows a strong growth momentum. According to Irai Consultation forecast, by 2028, the overall health management market size will exceed 3 trillion yuan, and the annual compound growth rate of 12.5%between 2023 and 2028 will reach 12.5%.In other words, the industry where Meimeian Health is located will usher in a 3 trillion yuan incremental market in the next five years.
In the middle and long term, the AI sector is also considered by fund managers to be “incremental”, especially on the application side, the opportunities brought by the industrial change driven by AI are remarkable.The enthusiasm for investment in the field of artificial intelligence has never been reduced, and funds continue to maintain a high proportion of the investment theme artificial intelligence direction.Looking forward to the future, the AI track will still be one of the main market lines in the future, and the investment opportunities of the sector will continue.
The upgrade of counting intelligence accelerates, leading full cycle health management
The big model is becoming a strategic opportunity to drive economic growth, and the medical industry has also ushered in the turning point of the change of AI -driven.
Specifically, the current public hospital’s resources tend to be saturated, the market expansion of the health check -up market, and the improvement of the market share of non -public examinations have become a long -term trend.In this context, Meinian Health provides a reference demonstration for the entire medical and health industry through the launch of the “Healthy Little Beauty” Digital Healthkeeper.
The company said that “traffic entrances” and “health data” have become new medical resources.Miyuki Health will use large models as a new traffic entrance, and make full use of the advantages of healthy big data to build an ecosystem with strong incubation functions, empower a group of strong upstream and downstream unicorn companies, and create a large health industry AI platform.
As a leading enterprise in the field of prevention in the field of prevention of prevention, Meinian Health has nearly 600 physical examination centers, and provides professional health examination services for about 30 million people each year. It has become China’s largest personal health data center.The “Healthy Little Beauty” robot will also gradually promote it to nearly 600 physical examination centers under the Health of the United States, promote the popularity of the “Digital Smart Medical” in the US -year system, and realize the inclusive people of high -quality medical resources.
As a leading enterprise in the industry, the Midea Health continues to use health check -up big data with AI artificial intelligence to compact the four basic discipline construction of physical inspection, and use IT technology to realize the automation and inspection project remote quality control, AI auxiliary ultrasonic nail milk,Nodule automatic identification classification, AI auxiliary chest CT automatic reading, BD and AI -based reporting robot automatic preliminary examination and other core breakthroughs.
It is understood that the company started to lay out the AI field as early as 2017. At present, AI technology has been widely used in the company’s products, covering lung nodule diagnosis, stroke AI diagnosis, brain cognitive AI diagnosis, coronary calcification points AI diagnosis, diagnosis of AI, and diagnosis of AI, and diagnosis of AI.ECG diagnosis, breast ultrasound AI diagnosis, ultrasonic AI quality control, bottom AI diagnosis, children’s bone age AI assessment, etc.
In addition, Meinian Health has continued to release the potential for performance growth through refined management, the coordinated development of the group inspection business system, and the exploration of innovative business.The cooperation with Huawei Cloud and Runda Medical is the key to opening a new performance growth curve.
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