Hong Kong Stock Concept Tracking | Huawei Launches AI Data Platform! The 100-billion-level AI medical market is ready to go (with concept stocks)
The Zhitong Finance App learned that according to “Huawei Data Storage” on December 7, Huawei officially released the Huawei AI Data Platform (AI Data Platform) for the medical field. The AI data platform is built on OceanStor A800 storage and covers the three core technologies of knowledge generation and retrieval, memory extraction and recall, and UCM inference acceleration to help West China Hospital's “Ruibin 2” medical intelligence break through the long-term “triangular constraint” bottleneck between cost, quality and accessibility in the medical field and accelerate intelligent implementation.
Huawei said that with the support of the Huawei AI data platform, Huaxi Hospital, Huawei, Runda Medical, and Chengdu Intelligent Computing Center have jointly built the “Ruibin 2” medical smart device to provide patients with professional diagnosis and treatment services (Doctor of Medical Knowledge) covering the entire course of the disease. At the same time, it also provides doctors with intelligent research support (Scholar) integrating literature assistants, quick evidence search, and AI review, and has built a replicable and sustainable “Huaxi AI Medical Equity Model” to break down barriers in medical resources, promote the sinking of medical wisdom, and continue to benefit the whole society.
Statistics from the National Health and Health Commission show that China's tertiary hospitals account for 19% of the country's total diagnosis and treatment volume, yet they undertake 49% of inpatient services. The “inverted triangle” pattern of medical resources continues to intensify, and pain points such as “expert knowledge is trapped in top hospitals”, “lack of experience at the grassroots level, and lack of time for superiors” persist.
In recent years, the country has continued to promote digital and intelligent medical care and introduced a number of policies to support the development of AI healthcare. On November 4, four departments including the National Health Commission issued the “Implementation Opinions on Promoting and Standardizing the Development of “Artificial Intelligence+Healthcare” (hereinafter referred to as the “Implementation Opinions”), which clarified eight key application areas of “artificial intelligence+healthcare”, including artificial intelligence+primary applications, artificial intelligence+clinical diagnosis and treatment, artificial intelligence+patient services, artificial intelligence+traditional Chinese medicine, etc., and proposed two stages of development goals until 2027 and 2030 to define the development path for the AI medical industry.
In August 2025, the State Council issued “Opinions on Further Implementing the “Artificial Intelligence +” Action, which proposes to promote the application of artificial intelligence in scenarios such as auxiliary diagnosis and treatment, health management, and health insurance services in an orderly manner, and greatly improve the capacity and efficiency of primary healthcare services.
In terms of market size, AI healthcare has broad scope for long-term development. According to Jiazi Lightyear data, China's AI medical industry will reach 115.7 billion yuan in 2025, and is expected to rise to 159.8 billion yuan in 2028. The compound growth rate from 2022 to 2028 will remain at 10.5%.
At present, a number of listed companies have formed AI medical industry clusters covering various segments.
Taking Mountain Wai Shan as an example, the company has incorporated AI technology into the field of blood purification. Its equipment has integrated AI monitoring functions such as blood volume prediction, and is currently researching and developing AI-assisted diagnosis and treatment systems and intelligent biofeedback systems to improve the service level of medical institutions and provide safe personalized treatment plans.
In addition, iFLYTEK's subsidiary is deeply involved in AI+ imaging, providing services such as intelligent image quality control and auxiliary diagnosis. Liu Pharmaceutical Group launched an AI+ medical full-process solution. The hospital side implemented intelligent modules such as triage guidance and assisted diagnosis and treatment, and built an AI pharmacist assistant “Agui Pharmacist” on the retail side. Yingkang Life has built a three-tier AI+ medical layout, including functions such as auxiliary diagnosis and treatment, medication guidance, etc., covering pre-hospital, in-hospital, and post-hospital scenarios, effectively improving diagnosis and treatment efficiency and patient experience.
Aojiahua recently revealed on the investor interactive platform that the company's “intelligent massage robot based on the acupoint theory of traditional Chinese medicine” has passed the inspection and is jointly developing the core technology of a personalized intelligent health service robot with scientific research institutions. The pioneering 5D movement technology has achieved adaptive control of massage intensity. At the same time, the company's 5D flagship AI massage chairs that have been launched in China and Southeast Asia have all been connected to DeepSeek.
According to the BOC International Securities Research Report, driven by factors such as technological upgrades and policy support, the application of AI in the medical field has ushered in a key inflection point and broad potential market space, and has become a new theme of industry innovation.
Related concept stocks:
Eagle Hitomi Technology-B (02251): On July 26, the 2025 World Artificial Intelligence Conference was grandly opened, once again focusing global attention on the cutting-edge application and future development of artificial intelligence technology. As an AI medical star company in the Hong Kong stock market, Eagle Hitomi Technology-B (02251) has also received attention from the capital market with its three major AI product lines — an AI diagnostic solution for retinal imaging that integrates software and hardware — fully automatic smart fundus cameras, PBM vision rehabilitation devices, and artificial intelligence compressive ability testers. As a global leader in the field of artificial intelligence for retinal imaging, the software and hardware integrated retinal imaging AI diagnostic system, or “fully automatic smart fundus camera,” independently developed by Eagle Hitomi Technology, can fully automatically take pictures of the patient's fundus in 1-3 minutes. The cloud-based retinal imaging AI algorithm accurately identifies 55 types of eye diseases and the risk of chronic diseases such as heart infarction and stroke, diabetes, senile dementia, etc., and immediately distribute diagnosis results to achieve a one-stop service for the entire “shooting, analysis, and reporting” process.
Yidu Technology (02158): On November 23, Everbright Securities released the Yidu Technology (02158) follow-up research report, stating that the company has made many substantial advances in the field of AI medical innovation, and that the medical model has initially constructed a closed loop of “data-algorithms-scenarios” to accelerate the implementation of the business in multiple scenarios. Everbright Securities is optimistic about Yidu Technology's ability to continue to innovate and implement scenarios in the AI medical field, and maintains a “buy” rating for Yidu Technology.
Ping An Good Doctor (01833): In August, Lyon released a research report saying that Ping An Good Doctor (01833)'s performance in the first half of this year was impressive. Revenue increased 19.5% year over year to 2.5 billion yuan, and adjusted net profit increased sharply by 136.8% year on year to 134 million yuan. Lyon believes that the strong performance of Ping An Good Doctor's stock price can be attributed to its progress in medical AI and improved profit prospects. It is expected that AI medical empowerment and the booming development of commercial health insurance will drive its further growth. Therefore, it will raise its target price from HK$10 to HK$20 based on the cash flow discount rate, reaffirming the “outperforming the market” rating.
iFLY Medical Technology (02506): On June 17, 2025, the medical model evaluation platform MedBench announced the results of the latest list. iFLY Spark Medical Model (02506) topped the list with an overall score of 95.4. Many core competencies such as complex medical reasoning, medical language understanding, medical safety and ethics ranked first, demonstrating industry-leading medical AI capabilities. As the only large-scale medical model in China based on national production computing power training, the iFLY Spark Medical Model relies on authoritative medical knowledge maps and over 1 billion actual diagnosis and treatment data to continuously optimize model performance to ensure a high level of compatibility with clinical needs. The Spark Medical Model X1, which was released in March 2025, also achieved breakthroughs in key technical fields such as intellectual reflection and evidence-based reasoning, further improving the accuracy and professionalism of medical scenario applications.