The pace at which YIDU TECH (02158) is winning AI medical project bids has notably accelerated. Following significant projects with centers like the Sun Yat-sen University Cancer Center and Singapore's SingHealth, this leading AI healthcare company has once again secured a core contract from a premier specialized cancer hospital. On the afternoon of May 21, YIDU TECH issued a voluntary announcement stating that its affiliate, Yidu Cloud (Beijing) Technology Co., Ltd., has won the bid for the Tianjin Cancer Hospital's Intelligent Clinical Research Integrated Platform Construction Project, with a total contract value of approximately RMB 7.39 million. This marks the eighth successful bid announcement disclosed by YIDU TECH since April.
Recent announcements reveal two prominent characteristics of YIDU TECH's order intake: high frequency and a high rate of repeat business. Projects disclosed since April include: the Guangzhou Medical University First Affiliated Hospital PIONEER2 Clinical Trial SMO Project, the Hainan Smart Health Island Construction Project (approx. RMB 14.76 million), the second phase of the Hainan Provincial Infectious Disease Surveillance and Early Warning Platform (approx. RMB 12.89 million), the Beijing Cancer Hospital AI Construction Bank-Hospital Cooperation Project (approx. RMB 4.88 million), the Sun Yat-sen University Cancer Center Smart Clinical Upgrade Project (approx. RMB 9.08 million), the Singapore SingHealth Dr Buddy Project (approx. RMB 12.20 million), and the Fuling Hospital Affiliated with Chongqing University Whole-Hospital Data Center and Informatization Project (approx. RMB 9.65 million).
Notably, several projects stem from deep repeat business with existing clients. For instance, the collaboration with the Sun Yat-sen University Cancer Center, ongoing since 2015, has progressively deepened from co-building a big data platform to private deployment of an AI middleware platform, and now to this near-RMB 10 million smart clinical upgrade project. Similarly, the project with Guangzhou Medical University First Affiliated Hospital represents a continuation of the PIONEER series studies, demonstrating deep integration with core clients.
Behind this concentrated order intake is a substantive breakthrough in YIDU TECH's commercialization capabilities. On April 20, the company issued a positive profit alert, forecasting a net profit between RMB 55 million and RMB 70 million for the fiscal year ending March 31, 2026. This represents the company's first full-year turnaround to profitability since its founding 11 years ago. This inflection point is attributed to order growth and improved gross margins resulting from the integration of its AI products into clinical workflows.
According to the company's interim results disclosure, its AI middleware platform has been deployed in over 40 top-tier tertiary hospitals, with the Doctor Copilot tool achieving nearly a thousand daily high-frequency calls in a single hospital. YiduCore has cumulatively processed and analyzed nearly 7 billion medical records. At the recent CHIMA 2026 conference, the company further launched its AI Hospital solution, encompassing a product matrix that includes medical intelligent agent development and a new-generation operational data center.
From top-tier tertiary hospitals in Beijing and Guangzhou to provincial public health platforms in Hainan and national-level projects in Singapore, YIDU TECH is establishing a positive cycle of "technology upgrade—order growth—performance turnaround." As the AI healthcare industry shifts from "model release" to "commercialization execution," this leading company, which has achieved profitability ahead of peers, is positioning itself at a critical juncture of industry consolidation.
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