Everbright Securities Maintains "Buy" Rating on YIDU TECH (02158), Highlights Medical AI Model's "Data-Algorithm-Scenario" Flywheel

Stock News11-24

Everbright Securities reiterated its "Buy" rating on YIDU TECH (02158), citing the company's multiple breakthroughs in AI-driven healthcare innovation. Recent milestones include its pivotal role in Beijing's National AI Application Pilot Base for healthcare, winning a Phase III clinical research contract, and expanding its "Huiminbao" insurance services to Hebei and Guangzhou. Key insights from the report:

1. **Pioneering AI Medical Innovation Through Pilot Base Collaboration** On September 12, YIDU TECH became a core partner in Beijing's National AI Application Pilot Base for healthcare, contributing to platform development and scenario innovation. Notable achievements: - Launched a regional AI-powered patient recruitment system, improving efficiency and accuracy across six clinical trials. - Developed a unified AI plugin platform for Beijing hospitals, streamlining integration and reducing operational burdens. The August 2025 State Council policy advocating AI pilot bases positions YIDU TECH to benefit from its large-scale medical AI model expertise as similar initiatives roll out in Shanghai, Zhejiang, and Guangzhou.

2. **Life Science Solutions (LSS) Secures Phase III Clinical Project, Boosting Market Share Outlook** On September 23, YIDU TECH won a RMB55.8 million contract from Shandong Yandu Biotechnology for a Phase III trial of SMR001 eye drops. Strengths driving this win: - Proprietary medical AI models that accelerate high-quality clinical evidence generation. - A collaborative research network with top-tier hospitals, enhancing trial efficiency amid industry challenges like prolonged timelines and high costs. Expanding high-value clientele is expected to further elevate the company's mid-to-long-term market share.

3. **Health Management Platform (HMPS) Expands "Huiminbao" Footprint** YIDU TECH supported the launches of "Hebei Yihuibao" (October 28) and Guangzhou’s "Sui Sui Kang" (November 1), the latter attracting 2 million enrollees on day one. The company now operates in 13 cities across 5 provinces, serving over 40 million beneficiaries. Its AI-powered risk prediction and full-cycle insurance solutions—covering design, claims, and customer service—are poised to penetrate more tier-1 cities.

**Risks**: Potential delays in medical digitization, intensified industry competition, and slower-than-expected commercialization of LSS and HMPS divisions.

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