892 lines
40 KiB
HTML
892 lines
40 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AI医疗创新生态 - 行业洞察报告</title>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<style>
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/* 自定义样式 */
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-text-fill-color: transparent;
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#particles-js {
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position: fixed;
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">AI医疗创新生态</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">从技术突破到商业化落地，探索AI医疗产业的发展路径与投资机会</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-indigo-600"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-semibold text-indigo-700">2025-02-18</h3>
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<p class="text-gray-700">瑞金医院与华为联合发布病理大模型，推动AI辅助诊断临床落地</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-semibold text-indigo-700">2025-02-09</h3>
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<p class="text-gray-700">天风证券研报首次提出"AI医疗创新蓝海"，明确三大场景及标的池</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-semibold text-indigo-700">2025-03-10</h3>
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<p class="text-gray-700">广东省发布AI开源生态政策，每年资助800万元支持医疗AI社区建设</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-semibold text-indigo-700">2025-03-12</h3>
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<p class="text-gray-700">华为组建医疗卫生军团，聚焦"AI诊断-硬件互联-药物研发"全链条</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-semibold text-indigo-700">2025-05-21</h3>
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<p class="text-gray-700">腾讯健康发布AI智能体，覆盖健康管理、科研大模型</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 bg-gradient-to-r from-indigo-500 to-purple-600 rounded-lg text-white">
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<p class="font-semibold">核心催化逻辑：</p>
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<p class="mt-2">技术突破（DeepSeek降本增效）→ 政策落地（医保支付纳入AI诊断）→ 巨头入局（华为/腾讯生态整合）→ 商业化验证（瑞金医院病理模型日处理效率提升100倍）</p>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
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核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-check text-yellow-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">阶段判断</h3>
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<p class="text-gray-600">AI医疗已从"概念验证"进入<strong class="text-indigo-600">商业化落地初期</strong>，核心驱动力是政策支付端打通+技术成本拐点</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-chart-line text-yellow-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">未来潜力</h3>
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<p class="text-gray-600">2030年全球AI医疗市场规模预计<strong class="text-indigo-600">超2000亿美元</strong>，中国增速<strong class="text-indigo-600">CAGR 35%+</strong></p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-exclamation-triangle text-red-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">风险提示</h3>
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<p class="text-gray-600">需警惕<strong class="text-red-600">数据孤岛</strong>和<strong class="text-red-600">临床验证滞后</strong>风险</p>
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</div>
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</div>
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</div>
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</div>
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-rocket mr-3 text-purple-600"></i>
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核心驱动力
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</h2>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700 flex items-center">
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<i class="fas fa-file-alt mr-2"></i>
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政策端
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</h3>
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<p class="text-gray-700 mt-2">医保局2024年11月明确AI辅助诊断<strong class="text-blue-600">不额外收费</strong>（等同于主项目价格），直接解决支付方痛点</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-green-700 flex items-center">
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<i class="fas fa-microchip mr-2"></i>
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技术端
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</h3>
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<p class="text-gray-700 mt-2">DeepSeek R1将训练成本降至<strong class="text-green-600">GPT-4的1/10</strong>，推动基层医院部署</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h3 class="font-semibold text-purple-700 flex items-center">
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<i class="fas fa-users mr-2"></i>
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需求端
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</h3>
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<p class="text-gray-700 mt-2">中国60岁以上人口占比<strong class="text-purple-600">22%</strong>（2024年），慢性病管理需求倒逼AI渗透</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 市场热度与预期差 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-fire mr-3 text-orange-500"></i>
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市场热度与预期差
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-gray-700">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="flex items-center">
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<div class="w-3 h-3 rounded-full bg-red-500 mr-3"></div>
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<div class="flex-1">
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<div class="flex justify-between mb-1">
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<span class="text-gray-700">新闻热度</span>
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<span class="text-gray-600">2025年2月至今日均3-5篇</span>
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</div>
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<div class="w-full bg-gray-200 rounded-full h-2">
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<div class="bg-red-500 h-2 rounded-full" style="width: 90%"></div>
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</div>
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<p class="text-sm text-gray-500 mt-1">显著高于2024年均值（<1篇/日）</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="w-3 h-3 rounded-full bg-yellow-500 mr-3"></div>
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<div class="flex-1">
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<div class="flex justify-between mb-1">
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<span class="text-gray-700">研报密集度</span>
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<span class="text-gray-600">2025年Q1已有12篇</span>
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</div>
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<div class="w-full bg-gray-200 rounded-full h-2">
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<div class="bg-yellow-500 h-2 rounded-full" style="width: 75%"></div>
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</div>
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<p class="text-sm text-gray-500 mt-1">vs 2024全年仅8篇</p>
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</div>
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</div>
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<div class="bg-orange-50 rounded-lg p-4 mt-4">
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<p class="text-orange-700"><i class="fas fa-info-circle mr-2"></i>情绪<strong class="text-orange-600">极度乐观</strong>（如浙商策略主题评分57分，但提示"市值容量不足"）</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-gray-700">预期差分析</h3>
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<div class="bg-gradient-to-br from-indigo-50 to-purple-50 rounded-lg p-5">
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<div class="mb-4">
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<h4 class="font-semibold text-gray-800 mb-2">市场共识</h4>
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<p class="text-gray-700">认为AI医疗="影像诊断+药物研发"</p>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800 mb-2">被忽略点</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-angle-right text-indigo-600 mt-1 mr-2"></i>
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<span><strong class="text-indigo-600">数据壁垒</strong>：医渡科技拥有<strong>55亿份医疗记录</strong>，但市场未充分定价其数据资产价值</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-angle-right text-indigo-600 mt-1 mr-2"></i>
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<span><strong class="text-indigo-600">支付瓶颈</strong>：基层医院AI采购预算仅<strong>百万级</strong>，与研报预期的"千万级项目"存在差距</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-bolt mr-3 text-yellow-500"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-gray-700">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="text-yellow-700 font-bold text-sm">Q2</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">瑞金医院病理大模型二类医疗器械证获批</h4>
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<p class="text-gray-600 text-sm">塞力医疗路演提及</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="text-yellow-700 font-bold text-sm">Q3</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">华为医疗军团首批订单落地</h4>
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<p class="text-gray-600 text-sm">预计覆盖50家三甲医院</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="text-yellow-700 font-bold text-sm">Q4</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">医保局发布AI诊断报销细则</h4>
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<p class="text-gray-600 text-sm">当前仅试点，需全国推广</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-gray-700">长期路径</h3>
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-lg p-5 h-full">
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<div class="space-y-4">
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<div>
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 text-sm">1</div>
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<h4 class="font-semibold text-gray-800">2025-2027：技术标准化</h4>
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</div>
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<p class="text-gray-600 text-sm pl-8">病理/影像AI三类证批量获批</p>
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</div>
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<div>
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 text-sm">2</div>
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<h4 class="font-semibold text-gray-800">2028-2030：生态整合</h4>
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</div>
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<p class="text-gray-600 text-sm pl-8">华为/腾讯主导"设备+AI+云"闭环</p>
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</div>
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<div>
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 text-sm">3</div>
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<h4 class="font-semibold text-gray-800">2030+：数据货币化</h4>
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</div>
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<p class="text-gray-600 text-sm pl-8">医疗数据交易规模超100亿元</p>
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</div>
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</div>
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</div>
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</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-green-600"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-700">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-700 mb-3 flex items-center">
|
||
<i class="fas fa-arrow-up mr-2"></i>
|
||
上游
|
||
</h4>
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li><i class="fas fa-server text-blue-500 mr-2"></i>算力（华为昇腾）</li>
|
||
<li><i class="fas fa-database text-blue-500 mr-2"></i>数据（医渡科技55亿记录）</li>
|
||
<li><i class="fas fa-code text-blue-500 mr-2"></i>算法（DeepSeek开源）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-700 mb-3 flex items-center">
|
||
<i class="fas fa-exchange-alt mr-2"></i>
|
||
中游
|
||
</h4>
|
||
<div class="space-y-3">
|
||
<div>
|
||
<h5 class="font-medium text-gray-800">设备商</h5>
|
||
<ul class="text-sm text-gray-700 mt-1">
|
||
<li>• 联影医疗（AI影像市占率30%+）</li>
|
||
<li>• 万东医疗（双子星AI 3.0T）</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h5 class="font-medium text-gray-800">IT服务商</h5>
|
||
<ul class="text-sm text-gray-700 mt-1">
|
||
<li>• 卫宁健康（医保支付系统市占率第一）</li>
|
||
<li>• 创业慧康（BsoftGPT大模型）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-purple-700 mb-3 flex items-center">
|
||
<i class="fas fa-arrow-down mr-2"></i>
|
||
下游
|
||
</h4>
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li><i class="fas fa-hospital text-purple-500 mr-2"></i>医院（瑞金医院）</li>
|
||
<li><i class="fas fa-shield-alt text-purple-500 mr-2"></i>保险（平安好医生AI风控）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-700">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">医渡科技</td>
|
||
<td class="py-3 px-4 border-b">数据壁垒最深（55亿记录+2800家医院）</td>
|
||
<td class="py-3 px-4 border-b">收入确认周期长（6-12个月）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">联影医疗</td>
|
||
<td class="py-3 px-4 border-b">硬件+AI闭环（设备绑定AI订阅）</td>
|
||
<td class="py-3 px-4 border-b">海外认证进度慢（FDA仅15项）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">润达医疗</td>
|
||
<td class="py-3 px-4 border-b">华为生态卡位（良医小慧已落地60家医院）</td>
|
||
<td class="py-3 px-4 border-b">应收账款压力大（华西研报提示）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 p-4 bg-red-50 rounded-lg">
|
||
<p class="text-red-700"><i class="fas fa-exclamation-circle mr-2"></i><strong>验证与证伪</strong>：研报称"AI制药市场规模43亿美元"，但路演显示<strong class="text-red-600">药企预算收缩</strong>（医渡科技生命科学业务2024年收入下滑15%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-500"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<p class="text-gray-700">多模态融合瓶颈：影像+基因+文本数据尚未打通（联影医疗路演提及"跨模态推理仍需人工干预"）</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-orange-700 mb-2 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
商业化风险
|
||
</h3>
|
||
<p class="text-gray-700">基层渗透率低：AI影像设备在三级以下医院覆盖率<strong class="text-orange-600"><5%</strong>（CMEF展会数据）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-yellow-700 mb-2 flex items-center">
|
||
<i class="fas fa-gavel mr-2"></i>
|
||
政策风险
|
||
</h3>
|
||
<p class="text-gray-700">数据跨境限制：海外业务（如医渡科技文莱项目）因数据主权问题进展缓慢</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-purple-700 mb-2 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i>
|
||
信息矛盾
|
||
</h3>
|
||
<p class="text-gray-700">市场规模分歧：Frost预测中国AI药物研发<strong class="text-purple-600">43亿美元</strong>，但路演中华大基因称"药企研发投入下降20%"</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-trophy mr-3 text-yellow-300"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-indigo-100">当前处于<strong class="text-yellow-300">"政策红利+技术拐点"驱动的主题炒作第二阶段</strong>，需警惕2025Q3后业绩证伪风险</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">高价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-indigo-700 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 flex items-center">
|
||
<i class="fas fa-database mr-2"></i>
|
||
数据服务商（医渡科技）
|
||
</h4>
|
||
<p class="text-indigo-100 text-sm">数据资产重估逻辑，类似"医疗版Snowflake"</p>
|
||
</div>
|
||
|
||
<div class="bg-indigo-700 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 flex items-center">
|
||
<i class="fas fa-credit-card mr-2"></i>
|
||
医保IT龙头（卫宁健康）
|
||
</h4>
|
||
<p class="text-indigo-100 text-sm">DRG/DIP支付改革直接受益，AI模块毛利率>80%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-300 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-semibold">华为医疗军团订单</h4>
|
||
<p class="text-indigo-100 text-sm">2025年Q2首批签约金额（预计>10亿元）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-300 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-semibold">AI诊断医保结算量</h4>
|
||
<p class="text-indigo-100 text-sm">2025年Q3试点医院结算笔数（当前月均<1000例）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-white bg-opacity-20 rounded-lg">
|
||
<p class="font-bold text-lg text-center">AI医疗创新生态的胜负手不在技术，而在<strong class="text-yellow-300">谁能率先打通"数据-支付-场景"闭环</strong></p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-indigo-600"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- AI 医疗（250215更新） -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-700">AI 医疗（250215更新）</h3>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">项目</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">润达医疗</td>
|
||
<td class="py-3 px-4 border-b">AI医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">医疗IT</td>
|
||
<td class="py-3 px-4 border-b">华为AI医疗合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">华大基因</td>
|
||
<td class="py-3 px-4 border-b">AI医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">基因检测</td>
|
||
<td class="py-3 px-4 border-b">参与医疗大模型开发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">万东医疗</td>
|
||
<td class="py-3 px-4 border-b">AI医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">医疗设备</td>
|
||
<td class="py-3 px-4 border-b">医疗影像领域合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">贝瑞基因</td>
|
||
<td class="py-3 px-4 border-b">AI医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">基因检测</td>
|
||
<td class="py-3 px-4 border-b">基因数据分析合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">福瑞股份</td>
|
||
<td class="py-3 px-4 border-b">AI医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">医疗健康</td>
|
||
<td class="py-3 px-4 border-b">慢性病管理领域</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">美年健康</td>
|
||
<td class="py-3 px-4 border-b">AI医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">健康体检</td>
|
||
<td class="py-3 px-4 border-b">健康管理数据支持</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">成都先导</td>
|
||
<td class="py-3 px-4 border-b">AI药物研发</td>
|
||
<td class="py-3 px-4 border-b">创新药</td>
|
||
<td class="py-3 px-4 border-b">药物研发AI应用</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">恒瑞医药</td>
|
||
<td class="py-3 px-4 border-b">AI药物研发</td>
|
||
<td class="py-3 px-4 border-b">制药</td>
|
||
<td class="py-3 px-4 border-b">AI辅助药物筛选</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">泓博医药</td>
|
||
<td class="py-3 px-4 border-b">AI药物研发</td>
|
||
<td class="py-3 px-4 border-b">CRO</td>
|
||
<td class="py-3 px-4 border-b">临床前研究合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">药石科技</td>
|
||
<td class="py-3 px-4 border-b">AI药物研发</td>
|
||
<td class="py-3 px-4 border-b">药物研发</td>
|
||
<td class="py-3 px-4 border-b">分子设计AI优化</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- AI医疗(250523) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-700">AI医疗(250523)</h3>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">相关业务</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">合作方</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">润达医疗</td>
|
||
<td class="py-3 px-4 border-b">医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">医学AI智能体"睿兵Agent"</td>
|
||
<td class="py-3 px-4 border-b">华西医院、华为、智算云腾（成都）</td>
|
||
<td class="py-3 px-4 border-b">由华西医院联合润达医疗、华为、智算云腾（成都）共同研发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">塞力医疗</td>
|
||
<td class="py-3 px-4 border-b">医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">脑科学大模型、罕见病/危重症等专病大模型、微生物耐药诊疗及预测大模型</td>
|
||
<td class="py-3 px-4 border-b">华为武汉研究所</td>
|
||
<td class="py-3 px-4 border-b">与华为武汉研究所合作研发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">科大讯飞</td>
|
||
<td class="py-3 px-4 border-b">医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">智能医疗助手（支持语音病历、智能查房）</td>
|
||
<td class="py-3 px-4 border-b">讯飞医疗</td>
|
||
<td class="py-3 px-4 border-b">华为与讯飞医疗合作开发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">美年健康</td>
|
||
<td class="py-3 px-4 border-b">医疗大模型</td>
|
||
<td class="py-3 px-4 border-b">健康小美 辅助医生进行疾病诊断</td>
|
||
<td class="py-3 px-4 border-b">华为云、润达医疗</td>
|
||
<td class="py-3 px-4 border-b">联合华为云、润达医疗打造</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">安必平</td>
|
||
<td class="py-3 px-4 border-b">检验/病理</td>
|
||
<td class="py-3 px-4 border-b">基于昇腾AI在病理数据库和算力生态方面合作</td>
|
||
<td class="py-3 px-4 border-b">华为</td>
|
||
<td class="py-3 px-4 border-b">打造病理科全科数字化产品</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">迪安诊断</td>
|
||
<td class="py-3 px-4 border-b">检验/病理</td>
|
||
<td class="py-3 px-4 border-b">迪安医检大模型</td>
|
||
<td class="py-3 px-4 border-b">华为</td>
|
||
<td class="py-3 px-4 border-b">携手华为云发布</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- AI医疗-阿里系(250629)更新 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-700">AI医疗-阿里系(250629)更新</h3>
|
||
<div class="table-responsive">
|
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<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
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<thead class="bg-gray-50">
|
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<tr>
|
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">阿里相关</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">AI医疗相关</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">来源</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">阿里健康（港）</td>
|
||
<td class="py-3 px-4 border-b">阿里系</td>
|
||
<td class="py-3 px-4 border-b">阿里系"大健康"业务核心</td>
|
||
<td class="py-3 px-4 border-b">AI+健康管理</td>
|
||
<td class="py-3 px-4 border-b">公开资料</td>
|
||
<td class="py-3 px-4 border-b">公司为阿里巴巴大健康业务核心载体，聚焦AI健康管理应用</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">美年健康</td>
|
||
<td class="py-3 px-4 border-b">阿里系</td>
|
||
<td class="py-3 px-4 border-b">阿里系（杭州灏月、杭州信投）持股13.17%</td>
|
||
<td class="py-3 px-4 border-b">AI+健康管理</td>
|
||
<td class="py-3 px-4 border-b">公告</td>
|
||
<td class="py-3 px-4 border-b">阿里巴巴通过子公司持股并推动AI健康管理合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">漱玉平民</td>
|
||
<td class="py-3 px-4 border-b">阿里系</td>
|
||
<td class="py-3 px-4 border-b">阿里健康持股6.67%</td>
|
||
<td class="py-3 px-4 border-b">中医智能辅助诊疗系统</td>
|
||
<td class="py-3 px-4 border-b">互动</td>
|
||
<td class="py-3 px-4 border-b">阿里健康参股并合作开发中医AI辅助诊疗技术</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">华人健康</td>
|
||
<td class="py-3 px-4 border-b">阿里系</td>
|
||
<td class="py-3 px-4 border-b">阿里健康持股5%，合作阿里健康及其关联服务平台</td>
|
||
<td class="py-3 px-4 border-b">AI医疗轻问诊</td>
|
||
<td class="py-3 px-4 border-b">互动</td>
|
||
<td class="py-3 px-4 border-b">持股合作并接入阿里健康AI轻问诊服务</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold text-indigo-600">卫宁健康</td>
|
||
<td class="py-3 px-4 border-b">阿里系</td>
|
||
<td class="py-3 px-4 border-b">阿里系（云鑫创投）持股4.34%，合作阿里健康</td>
|
||
<td class="py-3 px-4 border-b">AI一体化诊疗系统</td>
|
||
<td class="py-3 px-4 border-b">互动</td>
|
||
<td class="py-3 px-4 border-b">阿里系参股并联合开发AI诊疗系统</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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// 粒子背景效果
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tsParticles.load("particles-js", {
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particles: {
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</body>
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</html>
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``` |