国内咨询机构科方得智库研究负责人张新原认为：“AI可以辅助医生进行更精准的诊断和治疗，如通过图像识别技术辅助诊断疾病，通过自然语言处理和智能回答系统辅助患者和医生进行沟通等。随着AI技术的不断应用和普及，产业链上市公司将迎来更多的发展机遇。”AI-assisted diagnosis has been included in the National Medical Insurance Administration's project guide, presenting good opportunities for the ai industry chain.
AI-assisted diagnosis has been included in the National Medical Insurance Administration's project guide for the first time.
On November 23, the National Medical Insurance Administration stated at a press conference that 17 batches of project guidelines have been compiled and released, aimed at uniformly guiding local pricing projects. To support relatively mature ai-assisted technologies in clinical applications while preventing additional burdens on patients, the National Medical Insurance Administration has analyzed potential application scenarios for ai and established 'ai assistance' as an extension option in radiological examinations, ultrasound tests, and rehabilitation projects.
Zhang Xinyuan, head of the consulting institution Kfongde Think Tank, believes: 'AI can assist doctors in making more accurate diagnoses and treatments, such as through image recognition technologies aiding in disease diagnosis and natural language processing and intelligent answering systems bridging communication between patients and doctors. With the continuous application and popularization of ai technology, listed companies in the industry chain will encounter more development opportunities.'
With the continuous advancement of technology, the application prospects of ai tools in the medical field are vast, and the application of ai technology in healthcare is not limited to diagnostic assistance; it can also aid human doctors in drug discovery, health management, surgical assistance, treatment planning, patient services, and more.
Hong Kong stocks related to ai diagnosis and treatment:
Yidu Technology (02158): On December 21, 2023, Yidu Technology partnered with Huawei Technologies Co., Ltd. to host the '2023 Medical Intelligence Conference.' At the conference, Yidu Technology officially launched its self-developed medical vertical domain large model; at the same time, Yidu Technology signed a deepening cooperation agreement with Huawei to jointly launch smart medical solutions. Based on advanced large model technology, solutions across multiple scenarios such as data governance, hospital management, clinical research, and clinical diagnosis and treatment have been renewed and upgraded. In terms of data governance, YiduEywa has upgraded to version 3.0, relying on the large model to achieve more efficient data understanding, structural organization, and data quality control, thus enhancing data governance efficiency by more than 50%. In clinical research, the next-generation research data platform empowered by the large model can accelerate the research output cycle from 6-12 months to 1-2 months; in hospital management, the lean management platform for hospitals empowered by the large model comprehensively aids hospitals in improving management efficiency in terms of tool usability and professional intelligent consulting; in clinical diagnosis, the company is attempting to enhance doctor work efficiency and medical quality in aspects such as assisting in medical record writing, disease feature extraction, generating assisted diagnosis plans, and follow-up suggestion generation after diagnosis; additionally, the large model will also empower various scenarios including comprehensive supervision of urban medical resources, infectious disease monitoring and early warning and emergency response, and C-end health services.
Ali Health (00241): The developed lung nodule screening system can segment, locate, classify, and assess risk on CT images within seconds, assisting doctors in diagnosing lung cancer.
Baidu (09888): The Lingyi large model: Applied through API or embedded as a plugin in more than 200 medical institutions, significantly improving the accuracy and efficiency of diagnoses.
