On February 17, the AI medical concept continued to be active, and the medical ETF rose more than 3% intraday to close up 1.39%. In terms of individual stocks, New Ganjiang (873167. BJ) 30CM daily limit, Hongbo Pharmaceutical (301230. SZ) 20CM daily limit, Meinian Health (002044. SZ), Seili Medical (603716. SH), Berry Gene (000710. SZ), Haochen Medical (002622. SZ) and other 10CM daily limit, Xiangsheng Medical (688358. SH), Jiahe Mekang (688246. SH), Lexin Medical (300562. SZ) and so on.

Southwest Securities pointed out that AI medical care is a new medical model that applies artificial intelligence technology to the medical field to improve the efficiency of medical services, improve medical quality and promote medical innovation. AI medical applications mainly include auxiliary diagnosis, imaging, medical services, pharmaceutical circulation, Internet medicine, and pharmaceuticals. At the same time, since February, a number of listed companies in the medical field have announced their access to DeepSeek to accelerate intelligent transformation.

On the evening of the 17th, 4 AI medical concept stocks on the Science and Technology Innovation Board issued an announcement on abnormal fluctuations in stock trading, explaining or clarifying the business situation involving AI.

2. Even the board Anbiping (688393. SH) announced that the company has not participated in the research and development of Ruijin's pathological model. In May 2022, the Company signed a Memorandum of Understanding (MOU) with Huawei Technologies Co., Ltd. for Histological Pathology Diagnosis Based on the Ascend AI Hardware Platform, which includes exploring native trusted AI and interpretable AI technologies for pathological images. As of the disclosure date of the announcement, the cooperation between the two parties has not formed a specific product.

An Biping also said that the company signed a strategic cooperation agreement with Tencent Technology (Shenzhen) Co., Ltd. in August 2020, and the cooperation content is "the application of artificial intelligence technology in microscopic image analyzers: artificial intelligence cervical exfoliated cells (Anbiping sedimentation LBP) identification algorithm". At present, the product has obtained the registration certificate of Class II medical device products, and in 2024, the direct sales revenue of the product will account for less than 0.50% of the operating income. The product has not yet obtained the registration certificate of Class III medical devices, and the actual sales of the certificate and subsequent sales are uncertain. As of the disclosure date of the announcement, the company and Tencent Technology (Shenzhen) Co., Ltd. do not have any cooperation in the development of other AI-assisted products related to tumor screening or diagnosis.

Nuohe Zhiyuan(688315. SH) announced that at present, AI technology is developing rapidly, and the company is also actively exploring the application of AI technology in the company's business. The AI bioinformation intelligence expert "Novi" has been provided to customers for free, and has not yet generated revenue at this stage, and does not involve diagnosis and testing services. Up to now, the company has not cooperated with Huawei, Tencent, etc. in the field of large models.

Xiangsheng Medical(688358. SH) also announced that the company noticed that some platforms included the company's shares in the "artificial intelligence" concept stocks, and some media regarded the company's shares as "AI medical" concept stocks, and the market paid more attention to related concept stocks. Xiangsheng Medical said that the company currently has no separate AI products for external sales, and has not directly generated sales revenue.

In addition, Genor Mecan (688246. SH) announced that the company has noticed relevant reports that the company's shares are included in the AI medical concept stock. The company clarified the relevant matters as follows: the company has continued to invest in the field of medical AI applications in recent years, and at the same time invested in Beijing Ande Medical Intelligence Technology Co., Ltd., which is engaged in the application of medical imaging AI. The company recently released a new generation of intelligent electronic medical record platform (V7), and the above new products have no material impact on the company's business development and performance.

Chen Tielin, an analyst at Huafu Securities, pointed out that under overseas mapping, AI medical care led the rise sharply. The stock selection idea is based on the combination of data advantage + commercialization prospect + hardware, and the following application scenario priorities and related targets are optimized:

(1) AI genomics: Tempus direct mapping, multi-omics data accessibility and complexity are the most difficult, it is recommended to pay attention to: BGI, MGI, Berry Gene, and Novo Zhiyuan, etc.;

(2) AI inspection: On February 18, Huawei released a large pathology model to continue catalyzing, and it is recommended to pay attention to: Runda Medical, Jinyu Medical, Dian Diagnostics, and Ambiping;

(3) AI doctor service and AI medical insurance: grasp the advantages of data professionalism or exclusive cooperation, it is recommended to pay attention to: Yimaitong (Doximity mapping), Guoxin Health;

(4) AI medical data: data is the foundation, empowering customers in multiple scenarios, it is recommended to pay attention to Yidu Technology;

(5) AI imaging: infiltration and integration, focusing on United Imaging Medical (United Imaging Intelligence), Wandong Medical, Xiangsheng Medical, etc.;

(6) AI Pharmaceutical: Looking forward to disruptive innovation after the qualitative change of AI drug discovery data, focusing on XtalPi Holdings;

(7) AI + hardware: ToC health management may be the first field to be implemented in AI medicine, focusing on Jiu'an Medical, Lexin Medical, Sino Biotech, Yuyue Medical, and Eagle Eye Technology-B.

(Disclaimer: The content of this article is for reference only and does not constitute investment advice.) Investors act accordingly at their own risk. ）