According to the Zhitong Finance APP, Dongfang Securities has released a research report stating that since the Spring Festival, Deepseek has sparked continuous attention in the market for the AI industry chain. The report &#34;Big Ideas 2025&#34; published by ARK points out that AI and multi-omics will trigger transformations in new drug development, molecular diagnostics, and disease treatment, with the popularity of AI in healthcare continuing to rise. Since 2024, AI-related policies have been intensively introduced, providing comprehensive support for the development of AI healthcare from the perspectives of development, application scenarios, and standard formulation. In terms of market size, the AI healthcare industry in China was approximately 8.8 billion yuan in 2023, and it is expected to grow to 315.7 billion yuan by 2033, with a CAGR of 43.1%.
AI Applications: Drug Discovery, Medical Imaging, and Healthcare Informatization
AI can be integrated into various aspects of the healthcare field, among which: drug discovery, medical imaging, and healthcare informatization have shown significant potential and are key directions for the future development of AI healthcare.
1) AI Pharmaceuticals: Currently focused on the early stages of drug discovery, it is expected to address the challenges of high costs, long cycles, and low success rates faced by traditional drug development. However, the scarcity of quality data still hinders the arrival of the &#34;Deepseek&#34; moment in the biopharmaceutical industry.
2) Medical Imaging: Utilizing artificial intelligence technology to analyze and interpret medical images, improving doctors' efficiency in reading images, reducing misdiagnosis rates, and enhancing accuracy. In recent years, the application of AI in medical imaging has been continuously popularized, with rapidly increasing market demand, primarily in the fields of cardiovascular and pulmonary diseases, where domestic companies are leading.
3) Healthcare Informatization: Using AI and other technological means to form an intelligent management model, enhancing hospital management and diagnostic efficiency as well as patient experience. Among these, smart healthcare aimed at medical staff has developed most maturely under the catalysis of relevant policies. With the introduction of new standards for the graded evaluation of smart healthcare, the implementation of AI healthcare informatization is expected to accelerate.
AI technology is rapidly iterating, and under the stimulation of the domestic policy environment, related demands in the healthcare industry are being rapidly released.
Currently, AI can be combined with multiple aspects of the healthcare industry, greatly improving efficiency, reducing costs, and better allocating R&amp;D and medical resources. From the application perspective, AI pharmaceuticals, medical imaging, and healthcare informatization have all shown significant potential, and it is recommended to pay attention to companies in the domestic layout of related fields:
1) AI Pharmaceuticals: WuXi AppTec (02359), Kanglong Chemical (03759), Mediso (688202.SH), Hongbo Pharmaceutical (301230.SZ), Chengdu XianDao (688222.SH), Yaoshi Technology (300725.SZ), Jingtai Holdings-P (02228), etc.
2) Medical Imaging: United Imaging (688271.SH), Anbiping (688393.SH), Lanwei Medical (301060.SZ), Lepu Medical (300003.SZ), iFlytek Medical Technology (02506), Xiangsheng Medical (688358.SH), Wandong Medical (600055.SH), etc
3) Medical Informatization: Weining Health (300253.SZ), Jiahe Meikang (688246.SH), Chuangye Huikang (300451.SZ), YIDU TECH (02158), Meinian Health (002044.SZ), etc.
Risk Warning
Risks of technological iteration, risks of policy changes

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300290

02158

Dongfang Securities released a research report stating that since 2024, AI-related policies have been intensively introduced to fully support the development of AI in healthcare. In 2023, China's AI healthcare market was approximately 8.8 billion yuan, and it is expected to grow to 315.7 billion yuan by 2033, with an average annual growth rate of 43.1%. AI has shown great potential in areas such as drug discovery, medical imaging, and healthcare information technology, capable of improving efficiency, reducing costs, and driving transformation in the biomedicine industry

- Dongfang Securities reports that since the Spring Festival, Deepseek has sparked ongoing interest in the AI industry chain.  
- The ARK report "Big Ideas 2025" highlights that AI and multi-omics will revolutionize drug development, molecular diagnostics, and disease treatment, with China's AI medical market projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033.  
- Key areas of AI application include drug discovery, medical imaging, and healthcare information technology, with significant potential for efficiency improvements and cost reductions, while risks include technological iteration and policy changes.

Zhitong

CNI BIOMEDICINE

Bringspring tech.

YIDU TECH

DFZQ

CHISON MEDICAL

Winning Health

PHARMARON

B-Soft

PHARMABLOCK

LBP Medicine

WUXI APPTEC

HitGen

Medicilon

Lepu Medical

GOODWILL

Meinian Onehealth

Labway

Dongfang Securities: AI empowers biomedicine, with technology and policy support