AI medical frenzy! Medical device companies receive intensive institutional research-Shuntai Kang Yuan-Focusing on medical beds and supplies

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AI medical frenzy! Medical device companies receive intensive institutional research

2025-09-08

Source: Global Network
Since the beginning of the year, artificial intelligence technology has accelerated its penetration into the medical industry, and medical device companies have become a key focus for institutional investors.
In the first quarter, Mindray Medical held an on-site conference that attracted 290 institutions, including foreign giants such as Temasek, BlackRock, Hillhouse Capital, and Abu Dhabi Investment Authority. As a leading high-tech medical equipment manufacturer in China, Mindray Medical covers three major fields: life information and support, in vitro diagnostics, and medical imaging. In response to the medical imaging AI applications that institutions are concerned about, the company has fully deployed POC, cardiovascular, obstetrics and gynecology scenarios, and launched the "Ruiying Cloud++" and DeepSeek jointly released the "Ruiying AI+" solution. This solution covers imaging, diagnosis, reporting, and other aspects through a "full stack" approach, and applies "panoramic" to multiple fields of maternal and child clinical practice. It also introduces tools such as "Ruiying AI Q&A" and "Ruiying AI Practice" to improve doctors' work efficiency and diagnostic accuracy.
Anbiping attracted 264 institutions for research in the first quarter, including well-known private equity firms such as Gaoyi Asset Management and Juming Investment. As the first listed company in the field of pathological diagnosis in China, the company has established four major businesses: tumor screening, diagnosis, intelligent pathology, and pathological services. In response to the advantages of the AI medical field, Anbiping emphasizes its full chain model of "detection reagents+slide equipment+scanner+AI interpretation", as well as the expert resources and data compliance advantages accumulated in the pathology industry for 20 years. The company plans to implement AI in grassroots hospitals through joint business development, reducing operating costs and enhancing diagnostic capabilities.
The on-site conference of Yahui Long in the first quarter attracted the participation of 130 institutions, including China Europe Fund and China International Capital Corporation. As a leading provider of in vitro diagnostic products in China, the company focuses on seven fields, including myocardium, autoimmunity and diabetes, and launches AI tools such as indirect immunofluorescence interpretation software, islet function evaluation software, etc. For example, its indirect immunofluorescence interpretation software can promote the release of demand for rheumatology and immunology testing, and drive product import substitution; The intelligent laboratory information management system integrates multiple business modules of the laboratory departments of tertiary hospitals through data traceability, improving management efficiency.
Institutional research shows that AI technology is accelerating its integration into sub fields such as medical imaging, pathological diagnosis, and in vitro diagnosis, promoting the intelligent upgrading of medical device products. Mindray Medical's full stack panoramic ultrasound AI solution, Anbiping's pathology full chain AI ecosystem, and Yahuilong's IVD field AI tools all demonstrate the potential for technology implementation and commercialization. Industry insiders point out that AI technology not only improves diagnostic efficiency and accuracy, but also has the potential to reshape industry competition barriers and create new growth opportunities for medical device companies.
With the acceleration of AI medical commercialization, institutional investors' attention to medical device companies will continue to rise. In the future, enterprises with AI technology accumulation and scenario based application capabilities are expected to take the lead in the wave of intelligence. (Chen Shiyi)

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Don't skip this step before using medical equipment!