The Zhitong Finance App learned that Guotai Junan released a research report stating that maintaining the “increase in holdings” rating of Yidu Technology (02158) is expected to generate revenue of 1,142/1411/1,914 billion yuan for the 2023-25 fiscal year, respectively. Considering that the company's various business segments are currently growing at a high level, the PS method is used for valuation, and the target price is HK$11.26. The company focuses on the three major scenarios of bed research, diagnosis and treatment, and public health. With YiduCore as the core, the intelligent medical ecosystem continues to advance.
According to the report, the advent of ChatGPT is expected to accelerate the implementation of industrialization and commercialization, and the value of AI in the vertical field will be fully recognized by the market. The company has been deeply involved in the medical field for many years, algorithms and models have been perfected, and a complete ecosystem has been formed; as application scenarios of AI technology in the medical field continue to be implemented, the company's business space is expected to further open up.
The bank mentioned that according to the F&S report, the company has the highest market share in the medical intelligence market, the medical institution & regulator market segment, and the emerging medical intelligence enterprise segment, and the leading advantage continues to be maintained. At the same time, Medu is still stepping up R&D and promotion. The big data business has been upgraded to launch a database platform for all disease types, the life science sector continues to land on international MNC customers, and Huiminbao's service radius continues to expand, all of which will lay a good foundation for long-term development.