CICC highlighted in its research report that Yidu Tech (02158) stands to benefit from rebounding industry demand and focused AI strategy, driving substantial implementation of AI solutions across healthcare sectors while underpinning sustainable performance growth. The firm maintained its FY2026 revenue and net profit attributable to parent forecasts largely unchanged while initiating FY2027 projections: anticipated revenue of RMB 870 million with net profit attributable to parent reaching RMB 4.11 million. The 'Outperform' rating remains intact.

During FY2025, Yidu Tech achieved total revenue of RMB 710 million, propelled by a 10.3% year-on-year surge in big data platform and solutions revenue to RMB 350 million. Client expansion proved robust with hospital partners climbing to 110 and regulatory agencies reaching 44. Forward-looking analysis suggests steady revenue growth appears attainable as industry conditions gradually improve and core products gain broader client adoption.

Technologically, Yidu Tech continues enhancing its proprietary large-scale medical vertical models through intensified R&D and scenario-based applications. The AI middleware platform has advanced to version 2.0 while the EVWA data platform now operates at 5.0 iteration. Concurrently, the company launched two specialized platforms: "Yunxi Intelligent Management" addressing hospital administration needs and "Yunxi Intelligent Research" targeting scientific investigation requirements—both leveraging upgraded proprietary models.

The AI middleware demonstrates multifaceted capabilities spanning data governance, model training, and agent development, enabling diverse applications including automated medical record generation, clinical decision support, and research service facilitation.