港股异动 | 一脉阳光(02522)早盘拉升逾8% 海内外医学影像赛道火热 公司AI战略商业化基础奠定完成

智通财经
Aug 15

智通财经APP获悉,一脉阳光(02522)早盘拉升逾8%,截至发稿,涨7.64%,报18.74港元,成交额2.16亿港元。

消息面上,美国东部时间周三,心脏AI诊断公司HeartFlow(HTFL.US)上市仅4天,股价最高冲至33.24美元,较19美元发行价上涨74.9%,市值高达26.98亿美元;同日,美国医学影像服务龙头RadNet(RDNT.US)亦刷新历史新高至68.41美元,总市值52.6亿美元。据悉,作为中美两国领先的第三方医学影像服务提供商,RadNet与HeartFlow的优异表现,为市场审视同赛道的港股企业——一脉阳光提供了极具价值的参照。

智通财经APP在《AI重塑千亿影像赛道:HTFL暴涨75%验证技术红利,一脉阳光(02522)迎来估值裂变》中指出,一脉阳光与RadNet、HeartFlow同属第三方医学影像赛道,但通过“传统服务共享模式+AI数据生态”在单一家企业同时出现的布局,已经走出差异化发展路径。8月4日发布的盈喜显示,一脉阳光预计2025H1收入4.5-4.8亿元,同比增长8.8%-16%;净利润1450-1650万元,同比暴增1350%-1550%。这是公司2023年首次盈利后的首次中期业绩高增,标志着前期传统影像服务逐步跨过盈亏平衡点,亦代表AI战略商业化的腾飞基础奠定完成。

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