业绩增长超预期!讯飞医疗上半年营收4.46亿元增长49.4%,医疗大模型商业化红利加速兑现

格隆汇
Aug 18
8月18日,讯飞医疗(02506.HK)发布2026年中期业绩。上半年公司实现营收4.46亿元,同比增长49.4%,显著超出市场预期,增长态势喜人。业绩高增的背后,是医疗大模型商业化落地与国家医改政策红利的双重共振——AI诊疗助理迎来基层建设窗口期,AI健康助手契合医疗数字化与医保控费政策方向,业务精准锚定政策导向,大模型能力正持续转化为收入增长。 紧扣基层医疗强基政策,智医助理已覆盖全国超7.7万家基层医疗机构,带动AI诊疗助理收入同比增长47.5%。公司牵头承建全国唯一基层医疗AI国家级中试基地,打通技术验证、场景落地、全国复制的完整链路,大模型辅诊能力在基层实现规模化变现。契合医疗数字化转型需求,新一代诊疗助理已服务727家等级医院,病历生成等核心功能成熟进入批量拓院阶段,大模型驱动的效率提升获得院端广泛认可。影像云响应国家"影像检查上云、跨院互认"政策,安徽项目运营后实体胶片使用量下降90%,年节约医保费用约20亿元,广西项目90天实现达标二级医院全覆盖。响应国产AI自主可控政策,公司打造业内全国产算力医疗大模型,Harness架构驱动数据飞轮持续强化,为收入红利持续兑现筑牢技术底座。 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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