China Post Securities recently released a research report, maintaining an "Outperform" rating on the "AI+Healthcare" industry, suggesting the sector is poised for accelerated development driven by the synergy of policy and industry trends. Companies within the industry, including MGI Tech Co.,Ltd., BGI Genomics, XtalPi, Insilico Medicine, United Imaging Intelligence, and Airdoc, have garnered significant attention.
The report highlights that the global AI healthcare market is projected to experience explosive growth, surging from $13.7 billion in 2022 to an estimated $155.3 billion by 2030. On the policy front, multiple Chinese government departments are jointly promoting "AI+Manufacturing," with a specific emphasis on encouraging AI applications in high-end medical equipment and other scenarios, providing a strong stimulus for the industry. Concurrently, developments such as the robust performance growth of overseas leaders like Tempus AI and NVIDIA's substantial joint investment with Eli Lilly to establish an AI lab further reinforce expectations of a highly prosperous global industry.
Analysis within the report indicates that AI technology has already matured across various healthcare sub-sectors, including pharmaceuticals, assisted diagnosis, medical imaging, surgery, and healthcare services. In the field of assisted diagnosis, platform-based companies possessing high-quality data and technological advantages are actively leveraging AI to empower clinical diagnostics. Companies like MGI Tech Co.,Ltd., BGI Genomics, and Runda Medical are receiving particular focus due to their strengths in data and technology.
There is a broad industry consensus that, against the backdrop of continuously forming closed loops integrating algorithms, data, and clinical scenarios, the AI healthcare sector has demonstrated significant advantages and substantial growth potential.
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