Policy Incentives Ignite Medical AI Revolution: RIMAG GROUP (02522) Leads AI into "Foundation Model" Era 2.0

Stock News
08/27

This summer, China's AI medical sector is experiencing a "dual wave of policy and technological advancement." On August 26, the State Council officially released "Opinions on Deepening the Implementation of 'AI+' Actions," which explicitly proposes to "systematically promote artificial intelligence applications in auxiliary diagnosis, health management, medical insurance services and other scenarios, significantly improving the capability and efficiency of primary healthcare services." For the first time, medical AI has been elevated to national strategic height, with a target of achieving "over 70% AI-assisted diagnosis coverage in primary medical institutions by 2027." This top-level policy design marks China's entry into a comprehensive deepening implementation phase of "AI + Medical Health," injecting strong momentum for large-scale, standardized application of AI technology in the medical field.

Driven by favorable policies, industry technological breakthroughs have also reached a critical juncture. As a leading domestic medical imaging service provider, Hong Kong-listed company RIMAG GROUP (02522) announced that its world-first chest CT plain scan AI-assisted diagnosis product, developed based on medical imaging foundation models, is expected to officially launch in mid-October 2025. This milestone product will not only fill the global gap in "pathway-level" intelligent diagnosis in the medical imaging AI field, but also marks the official transition of medical imaging AI from the 1.0 era dependent on "single-disease small models" to the 2.0 era driven by "foundation large models."

According to available information, as a leading domestic medical imaging specialty medical group, RIMAG GROUP has leveraged its nationwide imaging center network, high-quality imaging data accumulation, and strong AI research and development capabilities to pioneer the completion of a closed loop from "data accumulation" to "technological transformation." The launch of this AI product based on foundation models not only demonstrates its technological leadership but also builds profound industry barriers.

Notably, this product is not an isolated technological showcase but will be deeply integrated into RIMAG GROUP's proprietary imaging service platform, forming a synergistic ecosystem of "data + AI + imaging centers." In the future, this model can be rapidly replicated to other anatomical areas including abdomen, head and neck, and skeletal systems, achieving a comprehensive AI-assisted diagnosis system covering all disease categories and full processes, significantly improving service efficiency and standardization levels.

RIMAG GROUP's strategic positioning in the data-driven AI medical field is reflected not only in product innovation but also in its collaborations with partners such as Huawei and iFLYTEK Health. The company conducts deep cooperation with partners in primary healthcare, data platforms, and AI pre-diagnosis, intra-diagnosis, and post-diagnosis fields, driving the industrialization of medical AI. Additionally, RIMAG GROUP promotes balanced distribution of medical resources by building regional medical imaging sharing centers and specialty medical consortiums, "replicating" tertiary hospital imaging diagnostic capabilities to county and township levels through AI, truly achieving "medical equity" from a technological perspective.

From a long-term perspective, RIMAG GROUP is no longer a traditional imaging service company but has evolved into an AI medical platform enterprise with comprehensive "data-algorithm-scenario" chain capabilities. Its first-mover advantage in data means the power source required for AI research and development output is firmly controlled internally; its breakthrough in foundation models signifies exponential improvement in research efficiency—future development cycles for new disease AI models will be significantly shortened with substantially reduced marginal costs, forming sustainable technological iteration capabilities; its offline network of over 100 AI physical application scenarios also provides realistic ground for subsequent AI product iteration and optimization. The tight integration of these three elements embodies the policy vision of achieving new forms of intelligent economy and intelligent society through deep integration.

From an investment perspective, under strong policy catalysis, RIMAG GROUP's first-mover advantages are accelerating transformation into commercial value. As expectations strengthen for AI products to be included in medical insurance payment systems, market opportunities across B-end (medical institutions), G-end (government public health projects), and C-end (health management) segments will fully open. Particularly in the wave of primary healthcare intelligent transformation, RIMAG GROUP is positioned to become a core supplier. Combined with policy dividends brought by the new policy framework, RIMAG GROUP stands at the golden convergence point of "technological breakthrough—policy support—market expansion." With the official launch of its artificial intelligence product in October 2025, the company is expected to achieve dual advancement in both performance and valuation.

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