CICC's latest research report highlights Yidu Tech's (02158) strategic positioning to capitalize on rebounding healthcare sector demand and AI-focused initiatives. The brokerage anticipates these efforts will drive substantial implementation of AI solutions across medical services, underpinning steady performance growth. CICC maintains its fiscal 2026 revenue and net profit attributable to parent company owners forecasts while introducing fiscal 2027 projections: expected revenue of RMB 870 million with net profit at RMB 4.11 million. The "outperform" rating remains unchanged.

During fiscal 2025, Yidu Tech recorded RMB 710 million in total revenue. Its big data platform and solutions segment notably grew 10.3% year-on-year to RMB 350 million. Client acquisition showed robust momentum with 110 hospital partners and 44 regulatory agencies onboarded. Looking forward, CICC projects sustained revenue expansion as industry conditions improve and core products gain broader market acceptance.

Technological advancements form the cornerstone of Yidu Tech's strategy. The company continues refining its proprietary healthcare-specific large language models, with both the AI Middle Platform and EVWA Data Middle Platform upgraded to versions 2.0 and 5.0 respectively. New product launches include the Cloud Analysis Intelligent Management Platform addressing hospital administration needs and the Cloud Analysis Intelligent Research Platform for scientific investigation. These AI-driven systems enable multifaceted applications—from smart medical record generation to clinical decision support—through integrated data governance, model training, and intelligent agent development capabilities.