Artificial intelligence medical concept stocks in 223
The emergence of intelligent medical care is accompanied by the development of science and technology, and the achievements of scientific and technological research are gradually applied to daily life. Because in addition to food, clothing and shelter, there is another kind that is often used in daily life, and that is medical care. Let's take a look at the artificial intelligence medical concept stocks, hoping to help everyone!
artificial intelligence medical concept stocks
Sinopharm Consistency
is mainly engaged in entrusted management of pharmaceutical enterprises, asset restructuring, consulting services for pharmaceutical industrial investment projects, holding exhibitions and exhibitions of medical devices, and wholesale of Chinese herbal medicines, proprietary Chinese medicines, Chinese herbal pieces, chemical raw materials, chemical pharmaceutical preparations, antibiotics, biochemical drugs and biological products (the operating period is subject to the license). The company insists on R&D, pharmacy, distribution and logistics. It owns companies such as Zhijun Pharmaceutical Co., Ltd., Wan Le Co., Ltd. and Concord Pharmacy Co., Ltd., among which Concord Pharmacy is one of the largest chain pharmacies in China. Guoda Pharmacy under the company is the leading pharmaceutical retail enterprise in China and one of the few enterprises with a nationwide direct drug retail network.
Donghua Software
is mainly engaged in industry application software development, computer information system integration and related services. The company's main products include hospital digital information system, big data platform construction, data storage and disaster recovery. At present, the company has 6 software products with independent intellectual property rights. It is one of the few software enterprises in China that have passed the certification of Level 5 (CMMI5) of the Software Capability Maturity Model. It is the first enterprise in China that has the qualifications of System Integration Level 1, Confidentiality Level 1 and CMMI5 at the same time. The company's users are all over the telecommunications, electric power, government, finance, coal and other industries.
Iflytek
The world's leading intelligent voice technology enterprise is a national-level backbone software enterprise specializing in the research of artificial intelligence core technologies such as voice and language, natural language understanding, machine learning reasoning and autonomous learning, and the research and development of artificial intelligence products and industrial applications. As the pioneer of artificial intelligence industry in China, Iflytek has been deeply involved in the field of artificial intelligence for 2 years. The company has always insisted on providing sunny, healthy, high-tech barrier and high added-value social value for economic and social development, and even the unique social value of participating in global high-tech competition on behalf of regions and countries, which has formed a significant competitive advantage in the development process.
Kang Enbei
is the research and development, manufacture, wholesale and distribution of drugs and health products. The company's main products are Qianliekang brand Pulean tablets and capsules, Tianbaoning brand Ginkgo biloba preparation, Kangenbei brand Changyanning, Jin Aokang brand omeprazole products, Jindi brand compound Houttuynia mixture, Zhenshiming brand eye drops and eye health products, Jin Aikang brand tetrandrine and Jin Kang Suli brand acetylcysteine. The company has been awarded the national innovative enterprise, the national modern industrial base of traditional Chinese medicine, the national recognized enterprise technology center and the national Post-Doctoral Research Center, and has established the Zhejiang Provincial Key Laboratory of Pharmaceutical Technology of Traditional Chinese Medicine, the Zhejiang Provincial Key Enterprise Research Institute and the Zhejiang Modern Botanical Medicine High-tech Research and Development Center.
BOE A
is the world's leading provider of semiconductor display technology, products and services. Products are widely used in mobile phones, tablet computers, notebook computers, monitors, televisions, vehicles, digital information display and other display fields. The coverage rate of BOE's first products in the world is 38%, and the number of new patent applications is 5116. In the first half of 15 years, the number of new patent applications was 3,25, and the cumulative number of patents available exceeded 32,, ranking among the top in the global industry. In addition, BOE's mobile phone panel shipments increased by 38% year-on-year, with a market share of 18%; Shipments of tablet PC panels increased by 37% year-on-year, with a market share of 32%, ranking first in the world. Shipments of TV panels increased by 154% year-on-year, especially UHD panels, which increased the market share of BOE TV panels to 11%, ranking fourth in the world.
at present, BOE has seven semiconductor display production lines, including the 5th and 8th generation TFT-LCD production lines in Beijing, 4th and 5th generation TFT-LCD production lines in Chengdu, 6th and 8th generation TFT-LCD production lines in Hefei, 5th and 5th generation AMOLED production lines in Erdos and 8th and 5th generation TFT-LCD production lines in Chongqing. There is also a 6th generation LTPS/AMOLED production line in Chengdu and a 8th generation TFT-LCD production line in Fuzhou under construction, which is the only enterprise in Chinese mainland that can independently develop, produce and manufacture a full range of 1.5 -11 inch semiconductor display products.
with Beijing as the core and Hefei and Chengdu as sub-centers, BOE has established R&D and manufacturing bases respectively. China's first and only national engineering laboratory of TFT-LCD technology has settled in BOE Technology Center. Cooperate with Tsinghua University, Peking University, University of Science and Technology of China, University of Electronic Science and Technology of China, Hefei University of Technology and other well-known universities to cultivate high-tech talents and research independent patent technology; In Chengdu, BOE and the University of Electronic Science and Technology of China * * * established a joint OLED laboratory. Not only that, BOE is also actively committed to cooperating with top universities, research institutes and enterprises in the world to achieve value creation. In March of 214, BOE joined the Global Industry Alliance of Massachusetts Institute of Technology, becoming the first high-tech enterprise member in the display field in Chinese mainland. BOE also has several manufacturing bases in Erdos, Chongqing, Gu 'an, Hebei, Suzhou, Jiangsu, Xiamen, Fujian and other places, and its marketing and service system covers Europe, America, Asia and other major regions in the world.
list of artificial intelligence medical concept stocks
Sichuang Medical Benefits: Two main businesses keep pace, and medical artificial intelligence opens up room for growth
Sichuang Medical Benefits 378
Summary of the report:
Smart business and smart medical care keep pace. Intelligent commerce consists of two business lines, EAS and RFID. EAS business is mainly used for anti-theft of products in the field of commerce and retail, while RFID business uses radio frequency identification technology for smart warehousing and asset management. Business intelligence business currently accounts for about 7% of revenue. The smart medical service consists of software and hardware. The software mainly includes the hospital information intelligent open platform, and the hardware mainly includes smart medical consumables. The current revenue of smart medical business accounts for about 3%. The company took the lead in cutting into the field of medical artificial intelligence: through participating in the company's cognitive network, it cooperated deeply with IBMWatsonforOncology; Established Zhejiang Watson Smart Medical Research Institute; In Hangzhou, Tianjin and Guangzhou, we landed at Watson Joint Consultation Center. The company takes the lead in layout and has strong research and development capabilities, and belongs to the leading enterprises in the industry.
Short-and medium-term highlights: new retail drives smart business growth, and smart medical services break out. Commercial retail industry has entered the new retail era, and the essence of new retail is to transform the retail industry into information and intelligence. Si Chuanghui Lian's RFID production capacity still has a high room for growth. The industry demand is strong, the company's new production capacity is gradually landing, and the company's EAS and RFID business is expected to increase steadily. The intelligent open platform of hospital information is a good way to realize the interconnection of hospital data and information. At present, it has been recognized by the market, but the product penetration rate is low and there is huge room for future growth. Smart medical consumables and related hardware are the material basis to realize the informatization of diagnosis and treatment. The informatization of diagnosis and treatment is a new trend of medical informatization, and there is a huge industry space to be developed. The company has mature products in the field of intelligent open platform and smart medical consumables, which is expected to achieve rapid growth.
Mid-and long-term perspectives: Medical artificial intelligence business opens up performance and valuation space. At this stage, the company's medical artificial intelligence business is mainly aimed at cancer diagnosis and treatment. At present, the number of new malignant tumor patients in China is as high as 4.3 million every year. According to the current charging standard, it is about 2,5 yuan for one time and 1, yuan for one year. The annual new stock market space in the field of artificial intelligence for cancer diagnosis and treatment is as high as 2 billion yuan. At present, the company has three joint consultation centers, and it is expected that the national layout will be realized by the end of 17 years. If the company's product penetration rate is improved, the annual income will be considerable. In addition, the company independently develops artificial intelligence products for other diseases, such as hand, foot and mouth disease artificial intelligence products that have been put on the market. The extension of multiple diseases will further open up the company's profit space.
investment suggestion: it is estimated that the company will spend 17/18 years, corresponding to times, and will be given a "buy" rating.
risk warning: the development of smart business is slow, and the development of smart medical business is not as expected
Rong Ke Science and Technology: the performance of integrated business is declining under pressure, and the smart medical business continues to improve
Rong Ke Science and Technology 329
Event: the company released the semi-annual report for 16 years, and the company's operating income in the first half of the year was billion yuan, a year-on-year increase, with an operating profit of million yuan, a year-on-year decline, and a net profit attributable to the mother of million yuan, a year-on Considering the seasonal factors of the industry, the increase in R&D expenses during the transition period and the high non-recurring gains and losses in the same period last year, the company's performance basically met expectations.
economic depression, pressure on integration business, and product structure adjustment of the company. The company's traditional integration business is mainly concentrated in Northeast China, especially in Liaoning Province. The sluggish economy and serious population outflow in Northeast China have affected the release of integrated business orders to some extent. Affected by the big environment, the company's financial IT outsourcing services declined year-on-year, and the gross profit margin of the third-party service business in the data center was also affected, down by%. Therefore, the company is also actively promoting the layout of new business areas and increasing investment in the smart medical sector. The company's industry informatization solution benefited from the increase in business income of smart medical plate and the consolidation of Mijian information, with a year-on-year growth and a gross profit margin of%.
the transformation of smart medical care continues to advance, and the prospects are promising. The company continued to increase its R&D investment in the smart medical sector. During the reporting period, the R&D investment was 1, yuan, a year-on-year increase. The company focuses on the research and development of clinical information system (CIS) products, and CIS products such as ICU, hand anesthesia, emergency treatment, nursing and hemodialysis are further matured, and AI+ medical care is actively deployed, and expert think tanks are established to continuously improve the company's core competitiveness threshold in the field of smart medical care. The major asset restructuring of the company's acquisition of the remaining 49% equity of Mijian Information is also progressing in an orderly manner.
the medical information industry continues to prosper, and the company's layout of diagnostic information system and "intelligent convergence cloud" have the advantage of card position. The government has continuously increased its support for medical and health undertakings and medical information industry. At present, the basic layout of medical information systems in provincial and municipal hospitals is relatively perfect, systems such as HIS and PACS are in place, and the demand for information is escalating. The diagnostic information systems of different departments are currently infiltrating into tertiary hospitals, forming a demonstration effect and rapidly promoting, and orders are expected to break out; In the first half of the year, the national policy on graded diagnosis and treatment and family doctors was issued, which promoted the popularization of information systems in primary hospitals and health centers, and stimulated the proposal and construction of collaborative diagnosis and treatment information systems based on cloud architecture. Mijian Information acquired by the company is a leading enterprise in CIS system, with mature CIS products for emergency, hand anesthesia and ICU, and actively lays out data platform-level products based on cloud architecture. At the same time, the company lays out CIS for nursing and hemodialysis departments, forming a smart medical layout with complementary products and * * * channels, which has the advantage of card position and is expected to explode.
profit forecast and investment suggestion: considering the impact of the company's performance in the first half of the year on the whole year, the company's profit forecast will be lowered accordingly. It is estimated that the EPS of the company in 16-18 years will be RMB, RMB and RMB respectively, and the compound growth rate of net profit returned to the mother in the next three years will be RMB. The company is currently in a transitional period, and we are optimistic about the company's future layout in smart medical care and maintain the "overweight" rating.
risk warning: risks such as persistent market depression, product promotion below expectations, market competition or intensification.
wandong medical: the profit has improved significantly, and the imaging service is worth looking forward to
wandong medical 655
The company has published its 16th annual performance report, and it is estimated that the net profit for the whole year will be 69-71 million, with a year-on-year increase of 71%-76%. Although the performance was slightly lower than our expectation, after Yuyue entered the company, the profitability of the company improved significantly. By upgrading the product structure and adjusting the personnel structure, the gross profit of product sales was effectively improved and the personnel cost was controlled. In 17 years, 16-row CT entered the sales stage, and MRI and DR products continued to exert their strength. It is estimated that the operating income will increase by 25% in 17 years and the net profit of returning to the mother will increase by 7%.
investment points:
although it was lower than expected in the past, it is still worth looking forward to today. After Yuyue entered the company, the company's profitability was significantly improved. By upgrading products and reducing manufacturing costs, the gross profit margin was increased by about 5%, with remarkable results. At the same time, the personnel structure was adjusted in time, which reduced unnecessary staff expenses and increased some performance. 16-row CT is the most widely used CT model in primary medical institutions, and it entered the formal sales stage in 17 years. We expect that DR and MRI will continue to exert their strength in 17 years, and CT will also increase the company's performance. It is estimated that the operating income will increase by 25% in 17 years and the net profit of returning to the mother will increase by 7%.
innovation is the primary task, and products are promoted flexibly. At present, there is still a vast space for large-scale medical imaging equipment in China, part of which comes from the new demand for expansion of primary hospitals or some hospitals, and the other part comes from the replacement demand for product upgrading of existing hospitals. The market trend is to move towards high-end equipment. In the market where the company's four product lines are located, the upgrade direction of common X-rays such as DR and digital gastrointestinal machines mainly comes from the upgrade of software and services: the Red Sea competition of permanent magnet MRI has been dominated by domestic manufacturers, and foreign companies have gradually withdrawn, focusing on the high magnetic field of superconducting MRI and the stable upgrade of imaging systems; CT also gradually developed from 16 rows to a higher number of rows. We estimate that the company will strengthen the training or introduction of talents in a flexible way to ensure the rapid development of the company in the subsequent product upgrade.
The number of films read in Wan Liyun has increased, and third-party images are worth looking forward to. The company has laid out a number of centers, and we estimate that it has signed up more than 1 users at present, and the daily reading volume has increased significantly compared with the same period last year. According to our estimation, if the average daily reading volume reaches about 4, it will break even, which is expected to be realized within two years.
the third-party imaging center meets the national policy requirements and conforms to the market development. The company's third-party imaging center is also actively preparing for construction. Once it is mature, it can be quickly copied to various places, which is worth looking forward to.
continue to recommend ratings. It is estimated that the company's revenue in 16-18 will be billion, billion and billion respectively; The corresponding net profit is 7.9 billion, billion, billion; EPS is,,.
considering the obvious improvement of the company's product structure and profitability, Wan Liyun and the third-party imaging market have a vast space, and the cash on account is nearly 4 million, and the expectation of extension merger and acquisition is strong, giving the company 65 times PE in 17 years, corresponding to the target price of RMB.
risk warning: product sales are less than expected, and Wan Liyun's promotion speed is lower than expected
Yuyue Medical: the performance is in line with expectations, and the core varieties are growing rapidly
Yuyue Medical 2223
Investment highlights
Event: The company issued a performance report, and realized operating income of billion (+) and net profit of billion (+) in 16 years.