智通财经APP获悉，讯飞医疗科技(02506)涨超9%，截至发稿，涨9.03%，报126.8港元，成交额2292.24万港元。
消息面上，讯飞医疗科技于发布2024年全年业绩报告。公司全年实现营收7.34亿元，同比增长32.0%；毛利达4.04亿元，同比增长28.4%；毛利率保持在55.1%。其中，B端业务表现亮眼，收入由2023年的6491万元增至1.32亿元，同比增长103%，成为公司增长新引擎。患者服务收入同比增长56.6%，区域管理平台解决方案增长31.8%。公司收入结构持续优化，B端和C端业务占总收入比例从2023年的26%提升至2024年的47%。
中信证券研报指出，AI医疗行业处在跑马圈地阶段。短中期来看，建议核心关注能够获取医院诊疗数据实现AI模型能力提升的厂商；近期，一些公司如讯飞医疗、润达医疗与高等级医院联合发布专病AI模型，该行认为有望在稀缺数据获取上取得进展。2024年讯飞医疗累计提供超8.77亿次AI辅诊建议，规范病历3.4亿份。B端，院内应用主要体现为病历生成、病历质控、就医咨询、语音查房，全新形态的科室级、全院级智能体正在形成。
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