讯飞医疗科技（02506）今日盘中大涨5.72%，引起市场关注。该股价上涨或与招银国际最新发布的研究报告有关，报告维持讯飞医疗"买入"评级，并指出政策支持仍是医疗AI应用的主要推动力。
根据招银国际的研报，讯飞医疗2025年上半年实现收入3亿元人民币，同比增长30%。其中，G端（政府端）业务表现强劲，收入同比增长87%至1.4亿元；C端（消费者端）业务保持稳健，收入同比增长10%至1亿元。虽然B端（企业端）业务表现不及预期，收入同比下降10%至5,286万元，但公司整体运营效率继续改善，净亏损率显著收窄至22%。
招银国际认为，尽管医疗AI行业仍处于早期阶段，各细分领域需求波动可能影响公司增长，但讯飞医疗覆盖G、B、C端需求的多元AI解决方案能够在一定程度上对冲单一板块波动，支撑韧性且快速的增长。考虑到短期B端业务的挑战，该机构将2024-2026年收入复合增速预测从此前的37.9%下调至27.9%，并将目标价调整为143.59港元。这一积极的研报评级可能是推动讯飞医疗科技股价上涨的重要因素。
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