港股异动 | 讯飞医疗科技(02506)大涨近20% 上半年营收同比增近五成 AI诊疗助理板块增势强劲

智通财经
Aug 19

智通财经APP获悉,讯飞医疗科技(02506)盘中大涨近20%,截至发稿,涨17.36%,报74.36港元,成交额3922.53万港元。

消息面上,8月18日,讯飞医疗披露2026年中期业绩。上半年公司营收4.46亿元,同比增长49.4%,显著超出市场预期;毛利2.36亿元,同比增长53.5%,毛利率52.9%,同比提升1.4个百分点。具体业务看,AI诊疗助理贡献收入2.02亿元,同比增长47.5%,占总收入45.2%,作为基本盘持续稳固;AI健康助手实现收入1.82亿元,同比大增74.9%,占比提升至40.9%,跃升为增长最快的核心引擎;AI数字基座收入0.62亿元,同比增长7.9%。

截至今年6月末,公司产品覆盖全国31省828个区县、超7.7万家基层医疗机构及727家等级医院。有分析指出,伴随十五五医疗数字化政策持续落地,基层、医院、医保、国产AI四大赛道同步受益,行业建设周期明确,公司凭借大模型技术优势与已验证的商业化模式,业绩增长具备长期确定性。

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