Hong Kong Stock Concept Tracking | Huawei Launches AI Data Platform! AI Healthcare Market Poised for Takeoff (With Related Stocks)

Stock News
12/09

Huawei has officially launched its AI Data Platform (AI Data Platform) for the healthcare sector, as announced by "Huawei Data Storage" on December 7. The platform, built on OceanStor A800 storage, integrates three core technologies—knowledge generation and retrieval, memory extraction and recall, and UCM inference acceleration—to help West China Hospital's "RuiBin 2" medical intelligence system overcome long-standing bottlenecks in balancing cost, quality, and accessibility in healthcare.

With Huawei's AI Data Platform, West China Hospital, Huawei, Runda Medical, and Chengdu Intelligent Computing Center jointly developed "RuiBin 2," offering patients comprehensive diagnostic services (Dr. Know) and providing doctors with AI-powered research tools (Scholar Realm), including literature assistance, evidence search, and AI-generated summaries. This initiative establishes a replicable and sustainable "West China AI Healthcare Equity Model," breaking down barriers to medical resources and promoting smart healthcare accessibility.

Data from China's National Health Commission reveals that while tertiary hospitals account for 19% of total outpatient visits, they handle 49% of inpatient services, exacerbating the imbalance in medical resources. Challenges such as "expert knowledge confined to top-tier hospitals" and "lack of experience at grassroots levels" persist. In response, China has been advancing digital and intelligent healthcare, with policies like the "Implementation Opinions on Promoting and Standardizing 'AI + Healthcare' Applications" issued on November 4, outlining eight key application areas and setting development goals for 2027 and 2030.

The AI healthcare market is projected for significant growth. According to Jazzyear, China's AI healthcare sector is expected to reach RMB 115.7 billion by 2025 and RMB 159.8 billion by 2028, with a CAGR of 10.5% from 2022 to 2028. Companies like Shanwaishan are integrating AI into blood purification, while XunfeiHealth focuses on AI-powered imaging. Liuyao Group offers end-to-end AI healthcare solutions, and Yingkang Life enhances diagnostics and patient experience with AI-driven tools.

OGAWA recently disclosed progress in its AI massage robotics, with its 5D flagship AI massage chairs now integrated with DeepSeek. CMB International Securities highlights AI healthcare as a key innovation theme, driven by technological upgrades and policy support.

**Related Stocks**: - **PA GOODDOCTOR (01833)**: Reported strong H1 performance, with revenue up 19.5% YoY to RMB 2.5 billion and adjusted net profit surging 136.8% YoY to RMB 134 million. AI advancements and improved profitability prospects have bolstered its stock. - **XUNFEIHEALTH (02506)**: Its Spark Medical AI model topped MedBench's rankings with a score of 95.4, excelling in complex medical reasoning and safety. The model, trained on domestic computing power, leverages authoritative medical knowledge and over 1 billion real-world诊疗 data points.

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