Yidu Technology (02158) won an order of 8.6 million yuan from the Tongzhou Hospital of the First Nursery School. After the profit inflection point was reached, orders from the top three hospitals continued to increase

Zhitong Finance App News, on August 10, Hong Kong stock AI medical leader Yidu Technology (02158) issued a bid announcement. Its affiliate, Yiduyun (Beijing) Technology Co., Ltd. successfully won the bid for the Tongzhou Campus of the Capital Children's Medical Center affiliated to Capital Medical University. The total amount of the project was about 8.6 million yuan. This bid was another benchmark project won by the company at the Beijing Regional Top Three Smart Hospital Circuit after turning a loss into a profit in FY2026, confirming the continued implementation of its AI Hospital solution's ability to implement in leading public hospitals.

According to information, the Tongzhou Campus Project of the Capital Children's Medical Center affiliated to Capital Medical University is a key project to implement the requirements of Beijing's urban master plan and relieve non-capital functions. It is conducive to promoting the rational layout of high-quality pediatric medical resources, complementing the shortcomings of pediatric medical resources in the city's sub-center, and radiation-driven overall improvement in the level of pediatric diagnosis and treatment in the surrounding area. The key tasks of the Beijing Municipal Government's work report this year clearly proposed to promote “basic completion of the Tongzhou Campus of the Seoul Children's Institute.”

According to the industry, winning the bid this time not only means that Yidu Technology has further entered an important project to expand the capacity and construction of high-quality medical resources in Beijing, but also provides a new application window for its medical data management and artificial intelligence capabilities in high-level pediatric medical care scenarios. Pediatric diagnosis and treatment has the characteristics of complex disease spectrum, large age span, and high data standardization difficulty, and places higher demands on data management, system collaboration, and intelligent support capabilities of medical information infrastructure.

Participating in the informatization support construction of Tongzhou Hospital is expected to further verify Yidu Technology's project implementation and technical service capabilities in complex clinical scenarios, and further improve the coverage map of the company's top three public hospitals. Up to now, Yidu Technology's AI medical solutions have been implemented in 133 top three hospitals across the country, covering various comprehensive and specialist benchmark medical institutions such as Peking Union Medical College Hospital, Peking University Cancer Hospital, and Tsinghua Chang Gung Hospital.

Winning the bid coincided with a historic inflection point in the company's fundamentals, and multiple favorable resonances supported the order expansion logic. On June 30, Yidu Technology announced its annual results for the 2026 fiscal year (as of March 31, 2026), with total annual revenue of 820 million yuan, an increase of 14.6% over the previous year; annual net profit of 787.66 million yuan, which significantly reversed losses compared to the previous fiscal year's loss of 135 million yuan, and the performance greatly exceeded the previous profit forecast limit. Profit quality improved markedly at the same time. Overall gross margin increased to 36.4%, adjusted EBITDA soared 462% year on year to 220 million yuan, operating cash flow was successfully corrected in the second half of the year, net operating cash flow was reduced by 91.2% year on year, and commercial hematopoietic capacity was fully developed.

In addition to delivering results, the company simultaneously releases multiple shareholder return signals. The board of directors proposed the first final dividend since listing, at HK$0.04 per share, conveying management's full confidence in long-term cash flow; the company continued to repurchase large shares in the first half of 2026, with a cumulative total of 42.69 million shares throughout the year, demonstrating the internal team's recognition of the long-term value of AI healthcare.