中金：医渡科技(02158)AI医疗业务持续推进 维持“跑赢行业”评级

智通财经APP获悉，中金发布研报称，随着行业需求回暖、AI战略聚焦，医渡科技(02158)有望推动AI解决方案在医疗行业的扎实落地，并支撑自身业绩的稳健增长。保持其2026财年的收入和归母净利润预测基本不变；引入2027财年业绩预测：预计收入为8.7亿元，预计归母净利润为411万元，维持跑赢行业评级。 　　报告指，2025财年，医渡科技录得收入7.1亿元，其中，大数据平台和解决方案业务收入同比增长10.3%至3.5亿元，医院和监管机构客户数分别达110名和44名。="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'展望未来，随着行业环境逐步回暖、核心产品获更多客户认可，该行认为公司或有望实现稳健的收入增长。=apple-interchange-newline=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'

智通财经APP获悉，中金发布研报称，随着行业需求回暖、AI战略聚焦，医渡科技(02158)有望推动AI解决方案在医疗行业的扎实落地，并支撑自身业绩的稳健增长。保持其2026财年的收入和归母净利润预测基本不变；引入2027财年业绩预测：预计收入为8.7亿元，预计归母净利润为411万元，维持跑赢行业评级。 　　报告指，2025财年，医渡科技录得收入7.1亿元，其中，大数据平台和解决方案业务收入同比增长10.3%至3.5亿元，医院和监管机构客户数分别达110名和44名。="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'展望未来，随着行业环境逐步回暖、核心产品获更多客户认可，该行认为公司或有望实现稳健的收入增长。=apple-interchange-newline=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'="white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'

目前，医渡科技持续深化自研医疗垂域大模型的技术研发与场景赋能，AI中台和EVWA数据中台已分别迭代至2.0和5.0版本，同时公司也基于自研大模型升级推出了针对院管需求的“云析智管”平台和针对科研需求的“云析智研”平台。AI中台具备数据治理、模型训练、智能体开发等能力，可支持智能病历生成、临床决策辅助、科研服务等多种场景。=ds-markdown-paragraphstyle='white-space:normal;word-spacing:0px;text-transform:none;color:rgb(64,64,64);orphans:2;widows:2;letter-spacing:normal;background-color:rgb(255,255,255);text-indent:0px;-webkit-text-stroke-width:0px;text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial'

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