港股异动 | 德适-B(02526)涨超9%创新高 iMedLoop搭建行业稀缺全闭环生产力底座 强化医疗AI核心竞争逻辑

智通财经
Jul 07

智通财经APP获悉,德适-B(02526)再涨超9%,盘中高见440港元创上市新高。截至发稿,涨8.37%,报432.4港元,成交额854.36万港元。

消息面上,近日,德适在钓鱼台国宾馆正式发布iMedLoop™全球医疗影像数据平台,将上述底层能力的构建进一步落地。这不仅是一次单纯的产品发布,更是医疗AI行业从“手工作坊式”的项目制探索,迈向“工业化流水线”式规模化生产的分水岭事件。当行业痛点从“模型精度”转向“生产效率”,德适凭借其对医疗影像数据价值链的深度重构,正试图定义医疗AI下半场的核心竞争逻辑。

智通财经APP在《德适(02526)iMedLoop搭建生产力底座 开启医疗AI平台级估值溢价》中指出,从资本市场估值维度测算,德适的潜在价值天花板清晰可量化。公开数据显示,国内医疗影像数据、模型训练、临床服务一体化平台长期市场空间超千亿港元。德适iMedLoop搭建行业稀缺全闭环生产力底座,覆盖数千家医院、上万种病种模型开发需求,叠加MaaS订阅、模型授权、医疗器械注册商业化多重收入曲线,长期具备支撑千亿市值的产业基本面与增长空间,也是港股大模型、18A医疗AI赛道稀缺的平台型千亿级潜力标的。

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