Artificial Intelligence Medical Concept Stocks in 2023
The emergence of intelligent medical care is accompanied by the fact that with the development of science and technology nowadays, the results of scientific and technological research have been gradually applied to daily life. Because in addition to food, clothing, housing and transportation, there is also one that is often used in daily life, that is, medical care. Let's take a look at the artificial intelligence medical concept stocks, I hope it will help you!
Artificial Intelligence Medical Concept Stocks
State Drug Consistent
Mainly engaged in the pharmaceutical enterprises entrusted with the management of the asset reorganization, pharmaceutical industry investment project consulting services, the exhibition of medical equipment exhibition and sales, Chinese herbal medicines, Chinese medicine, Chinese medicine, Chinese medicinal herbs, chemical raw materials, chemical preparations, antibiotics, biochemical drugs, Biological products wholesale (business period subject to the license). The company adheres to the integrated development path of R&D, pharmaceuticals, distribution, logistics and retailing, and owns Zhijun Pharmaceuticals, Wanle Company and Unanimous Pharmacy, among which Unanimous Pharmacy is one of the largest pharmacy chains in China, and Guoda Pharmacy under the company is the leading pharmaceutical retailer in the country in terms of sales scale, and one of the few enterprises in China with a nationwide directly-managed pharmaceutical retailing network.
DONGHUA SOFTWARE
DONGHUA SOFTWARE is mainly engaged in the development of industrial application software, 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 60 software products with independent intellectual property rights, and is one of the few software enterprises in China that have passed the Software Capability Maturity Model Level 5 (CMMI5) certification, and is the first enterprise in China that has the first-class qualification of system integration, classified Class A qualification, and CMMI5 qualification at the same time. The company's users are all over the telecommunications, electric power, government, finance, coal and other industries.
Xunfei
The world's leading intelligent voice technology enterprise, specializing in voice and language, natural language understanding, machine learning reasoning and autonomous learning and other artificial intelligence core technology research, artificial intelligence product development and industry application of the landing of the national backbone of the software enterprise. As a pioneer in China's artificial intelligence industry, KDDI has been y cultivating in the field of artificial intelligence for twenty years. The company has always insisted on providing sunshine and health, high technological barriers, high value-added social value for economic and social development, and even unique social value that can represent the region and the country to participate in the global high-tech competition, and it has formed a significant competitive advantage in the process of development.
Kang Enbei
Research and development, manufacturing, wholesale and distribution of pharmaceuticals and health products. The company's main products are "Prostacare" brand Pulean tablets and capsules, "Tianbao Ning" brand Ginkgo biloba preparations, "Kang Enbei" brand Enteritis Ning, "Jin Aokang" Omegasol, and "Jin Aokang" Omega-3 products. Jin Aokang" brand Omeprazole products, "Jin Di" brand Compound Fishwort Combination, "Zhenshiming" brand Eye Drops and Eye Health Products, "Jin Aikang" brand Han Fangji Methylin, "Jin Aikang" brand Han Fangji Methylin, "Jin Aikang" brand Han Fangji Methylin, and "Jin Aikang" Brand Eye Health Products. brand, "Jin Aikang" brand Han Fang Ji A Su, "Jin Kang Qi Li" brand Acetylcysteine effervescent tablets, "Zhi Xin _" brand Musk Heart Drops Pills, "Kang En Bei", "Baoshibei Lin "The company has been awarded the National Innovative Enterprise, the National Innovation Enterprise, and the National Health Food and Functional Food Company. The company was awarded the national innovative enterprise, the national traditional Chinese medicine modernization industry base, the national enterprise technology center and the national postdoctoral research station, and built the key laboratory of traditional Chinese medicine pharmaceutical technology in Zhejiang Province, the key enterprise research institute in Zhejiang Province, and the high-tech research and development center of modern botanical medicine in Zhejiang Province.
BoE
BoE is the world's leading provider of semiconductor display technology, products and services. Its products are widely used in various display fields such as cell phones, tablet PCs, notebook PCs, monitors, TVs, automobiles and digital information displays. BOE has a 38% coverage rate of world premiere products and 5,116 new patent applications annually; in the first half of FY15, 3,250 new patent applications were filed, and the cumulative number of available patents exceeded 32,000, ranking among the top in the industry globally. In addition, BOE's cell phone panel shipments grew 38% year-on-year, with a market share of 18%; tablet PC panel shipments grew 37% year-on-year, with a market share of 32%, both ranking first in the world. TV panel shipments grew 154% year-on-year, with UHD panel shipments in particular growing at a rapid pace, increasing BOE's TV panel market share to 11%, rising to the world's No. 4.
At present, BOE has 7 semiconductor display production lines, including the 5th and 8th generation TFT-LCD production lines in Beijing, the 4th and 5th generation TFT-LCD production line in Chengdu, the 6th generation TFT-LCD production line and 8th generation TFT-LCD production line in Hefei, the 5th generation AMOLED production line in Erdos, the 8th generation TFT-LCD production line in Chongqing, etc., as well as 7 other semiconductor display production lines, such as the 8th generation AMOLED production line in Chongqing. With seven semiconductor display production lines, including a 6th generation LTPS/AMOLED production line under construction in Chengdu and a 8th generation TFT-LCD production line under construction in Fuzhou, it is the only enterprise in mainland China that can independently research, develop, produce and manufacture a full range of semiconductor display products from 1.5 inches to 110 inches.
BOE has its R&D and manufacturing bases in Beijing as its core and Hefei and Chengdu as its sub-centers. China's first and only national engineering laboratory for TFT-LCD process technology is located in BOE's technology center. BOE cooperates with Tsinghua University, Peking University, University of Science and Technology of China, University of Electronic Science and Technology (USTEC), Hefei University of Technology and other renowned universities to cultivate high-precision talents and conduct research on proprietary patented technologies; and in Chengdu, BOE has established a joint laboratory for OLEDs with the University of Electronic Science and Technology (USTEC)***. OLED Joint Laboratory. Not only that, BOE is also actively committed to cooperating with the world's top universities, research institutes and enterprises to realize value***creation. in March 14, BOE joined the MIT Global Industry Alliance and became the first high-tech enterprise member in the display field in mainland China. BOE also has several manufacturing bases in Erdos, Inner Mongolia, Chongqing, Gu'an, Hebei, Suzhou, Jiangsu, and Xiamen, Fujian, etc. Its marketing and service system covers the major regions of the world such as Europe, America, and Asia.
Artificial Intelligence Medical Concepts Stocks
Strong Medical: Dual Industry, Medical AI Opens Up Growth Space
Strong Medical 300078
Summary of the Report:
Smart Business and Smart Medical Dual Industry. Intelligent business consists of two business lines, EAS and RFID. EAS business is mainly used for anti-theft of products in the field of trade and retail, while RFID business utilizes radio frequency identification technology for intelligent warehousing, asset management, and so on. The business intelligence business currently accounts for about 70% of revenue. Intelligent medical business consists of both software and hardware, the software mainly includes hospital information intelligence open platform, and the hardware mainly includes intelligent medical consumables and so on. Intelligent medical business currently accounts for about 30% of the revenue. The company is the first to cut into the field of medical artificial intelligence: through the participation of the company cognitive network and IBMWatsonforOncology in-depth cooperation; the establishment of the Zhejiang Province Watson Institute of Intelligent Medical Research; in Hangzhou, Tianjin and Guangzhou, three places landed Watson joint consultation center. The company took the lead in the layout, strong R & D capabilities, belonging to the industry leading enterprises.
Short and medium term viewpoints: new retail driven smart business growth, intelligent medical business outbreak. The commerce and retail industry has entered the new retail era, and the essence of new retail is to carry out informationization and intelligent transformation of the retail industry. There is still a high upside in the RFID production capacity of SCTH. Industry demand is strong, the company's new capacity gradually landing, the company's EAS and RFID business is expected to steadily increase. Hospital information intelligent open platform is a better way to realize the hospital data and information interconnection, the market has been recognized, but the product penetration rate is low, the future upside is huge. Intelligent medical supplies and related hardware is to realize the material basis of diagnosis and treatment informationization, diagnosis and treatment informationization is the new trend of medical informationization, huge industry space to be developed. The company has mature products in the field of intelligent open platform and intelligent medical supplies, and is expected to realize high growth.
Medium and long-term perspective: medical artificial intelligence business to open performance and valuation space. At this stage, the company's medical artificial intelligence business is mainly for cancer diagnosis and treatment. At present, China's annual number of new patients with malignant tumors up to 4.3 million, if the current charges, a single about 2,500 yuan, the package is 10,000 yuan, cancer diagnosis and treatment of artificial intelligence in the field of the annual new stock market space up to 20 billion or so. The company currently has three joint consultation centers on the ground, is expected to achieve a national layout by the end of 17. If the company's product penetration rate increases, the annual new income is considerable. In addition, the company independently researched and developed artificial intelligence products for other diseases, such as the artificial intelligence product for hand, foot and mouth disease that has been introduced to the market. Multi-disease extension, will further open the company's profitability.
Investment advice: the company is expected to 17/18 years yuan, corresponding to times, give "buy" rating.
Risk Warning: the slow advancement of intelligent commercial business, the development of intelligent medical business is less than expected
Rongke Science and Technology: integration business pressure performance decline, intelligent medical business continues to be good
Rongke Science and Technology 300290
Event: the company released its half-yearly report of 16 years, in the first half of the year, the company's operating income of 100 million yuan, year-on-year increase in operating profit of 10 million yuan, year-on-year decline, net profit of 10 million yuan, year-on-year decline. Year-on-year decline, the net profit of the mother of ten thousand yuan, year-on-year decline, deducted from the net profit of the mother of ten thousand yuan, year-on-year decline in the second quarter operating income of 100 million yuan, year-on-year growth, the net profit of the mother of ten thousand yuan, year-on-year decline. Considering the seasonal factors of the industry, higher R&D expenses during the transition period and higher non-recurring gains and losses in the same period last year, the company's performance is basically in line with expectations.
Economic downturn, integration business under pressure, the company's product structure adjustment. The company's traditional integration business is mainly concentrated in the northeast region, especially in Liaoning Province. The economic downturn in the Northeast and the serious outflow of population have, to a certain extent, affected the release of orders for the integration business. As a result of the general environment, the Company's financial IT outsourcing services declined year-on-year, and the gross profit margin of its data center third-party services business was also affected, slipping by percentage points. As a result, the company is also actively promoting the layout of new business areas and increasing investment in the intelligent medical sector. The company's industry informatization solutions benefited from the increase in revenue from the smart medical segment and the consolidation of Mijian Information, with year-on-year growth and a gross profit margin increase of percentage points.
The transformation of intelligent medical care continues to advance, the prospect is promising. The company continued to increase R & D investment in the smart health care segment, R & D investment of million yuan in the reporting period, year-on-year growth. The company focuses on investing in clinical information system (CIS) product research and development, ICU, hand anesthesia, emergency, nursing, blood dialysis and other CIS products to further mature, and actively layout AI + medical, set up an expert think tank, and continue to improve the company's core competitiveness threshold in the field of intelligent medical care. The company's acquisition of the remaining 49% stake in Mijian Information's major asset reorganization work is also in orderly progress.
Medical informatization industry continues to boom, the company layout diagnostic information system and "intelligent fusion cloud" has the advantage of positioning. The government continues to increase support for the cause of medicine and health and medical information technology industry, the current provincial and municipal hospitals, medical information systems, the basic layout of the relatively perfect, HIS, PACS and other systems in place, information technology needs to upgrade the diagnostic information system in departments is currently being infiltrated by tertiary hospitals, and the formation of a demonstration effect, the rapid promotion of orders is expected to explode; first half of the national policy on hierarchical treatment and family doctor released, promoting the primary care and treatment of the family doctor. Family doctor policy released to promote the popularization of grass-roots hospitals and health information systems, and stimulate the cloud-based architecture of collaborative diagnosis and treatment information systems proposed and constructed. The company's acquisition of Mijian information is a leading enterprise of CIS system, there are mature emergency, hand anesthesia and ICU CIS products, and actively layout based on the cloud architecture of the data platform level products, the company at the same time layout of nursing and hemodialysis department CIS, the formation of complementary products, channel *** enjoy the layout of the wisdom of the medical treatment, with the cardinal advantage, the performance is expected to explode.
Profit forecast and investment advice: considering the impact of the company's first-half results on the whole year, the company's profit forecast is lowered accordingly. It is expected that the company's 16-18 years EPS were yuan, yuan and yuan, the next three years net profit compound growth rate. The company is currently in a period of transition, we are optimistic about the company's future layout in the wisdom of health care, maintain "hold" rating.
Risk warning: the market may continue to slump, product promotion or less than expected, market competition or intensify the risk.
Wandong Medical: earnings improvement is significant, imaging services worth looking forward to
Wandong Medical 600055
The company announced the 16 annual results flash report is expected to achieve the annual net profit of 69-71 million, an increase of 71% -76% year-on-year. Although the results are slightly lower than our expectations, but after the fish leap into the ownership of the company's profitability improvement is very significant, through the upgrade of the product structure and adjust the staff structure, so that the product sales gross profit effectively improve, personnel costs have been controlled. 17 years 16 rows of CT into the sales phase, MRI and DR products continue to make an impact, is expected to 17 years of operating income growth rate of 25%, the net profit of the mother of 70% growth rate.
Investment highlights:
The past is lower than expected, today is still worth looking forward to. After the fish jumped into the ownership, the company's profitability significantly improved, through product upgrades as well as reduce manufacturing costs, gross margin increased by about 5%, the effect is significant: at the same time, timely adjustment of the staffing structure, reducing unnecessary staff costs, which also thickened part of the performance. 16 rows of CT is the primary health care institutions in the most widely used model of CT, in 17 years into the formal sales stage. We expect that DR and MRI will continue to make an impact in 17 years, CT will also enrich the company's performance. It is expected that the operating income growth rate of 25% in 17 years, the net profit growth rate of 70%.
Innovation as a top priority, flexibility to promote product upgrading. At present, the domestic large medical imaging equipment still has a broad space, part of the new demand from the grass-roots hospitals or part of the hospital expansion, the other part of the replacement demand from the existing hospitals to upgrade their products, the market trend is to high-end equipment. The company's four major product lines in the market, DR and digital gastrointestinal machine and other general X-ray class upgrade direction mainly from the software and service upgrades: permanent magnet MRI red sea competition has been dominated by domestic manufacturers, foreign companies have gradually withdrawn, and focus on superconducting MRI high magnetic field and imaging system stability of the upgrades; CT is also gradually from 16 rows to higher rows of development. We estimate that the company will strengthen the training or introduction of talents in a flexible form to ensure the company's rapid development in the subsequent product upgrading.
Miles cloud reading volume to improve, third-party imaging worth looking forward to. The company has laid out a number of centers, we estimate that more than 1,000 users have been signed, the daily reading volume compared with the same period last year significantly improved. According to our estimates, if the average daily reading volume of about 4,000 will achieve break-even, is expected to be realized within two years.
The third-party imaging center is in line with the national policy requirements, in line with the market development, the company's third-party imaging center is also actively preparing for the construction, once the development of the landing is mature, it can be quickly replicated to all parts of the world, it is worth looking forward to.
Continued to recommend rating. It is expected that the company's 16-18 years of income were billion, billion, billion; corresponding to the net profit of 70.09 million, billion, billion; EPS,,.
Considering the company's product structure upgrading, profitability improvement is obvious, Wanli cloud and third-party imaging market space is vast, and cash on the account of nearly 400 million, the extension of mergers and acquisitions is expected to be strong, to the company in 17 years 65 times PE, corresponding to the target price of yuan.
Risks: product sales are less than expected, Wanli cloud to promote the speed of lower than expected
Yuyue medical: performance in line with expectations, the core varieties of rapid growth
Yuyue medical 002223
Investment highlights
Event: the company released the results of the snapshot, in 16 years, to achieve operating income of 100 million (+), the mother of the net profit of 100 million (+).
Results in line with expectations, rapid growth in e-commerce platform performance, rapid growth of core varieties. From a single quarter perspective, 4Q16 realized revenue of 100 million (+), net profit of 100 million (+), maintaining a high growth trend. We analyze that the main reason is that 1) the e-commerce platform performance growth is rapid, 15 years of revenue of about 400 million yuan, 16 years of revenue growth rate of more than 50%, revenue scale of more than 600 million yuan, it is expected that in 17 years will still maintain rapid growth; 2) the core products to maintain high growth, of which the oxygen concentrator (20% +), electronic sphygmomanometer (30% +), blood glucose meter and test strips (50%), acupuncture needles ( 20% +); 3) the company's acquisition of 100% of the equity of the Shangmei Group since July 1, 15 began to consolidate the table, 16 annual revenue of nearly 600 million yuan, net profit of about 53 million yuan.
Increase the capital of the German subsidiary, internationalization strategy to promote.1)The company announced on February 7 to not more than 20 million euros to YuwellGerman to carry out a capital increase, the German company's main business is the production and sale of medical equipment and investment in other companies and management; 2)Exploitation of overseas markets, the implementation of the internationalization strategy has always been the direction of the company's management to adhere to the intention of the increase in capital to Ensure that the company in the promotion of international business, the implementation of the internationalization strategy in the process of capital needs; 3) Germany company core management are in place, Admiral Surgical Instruments R & D center was also formally established in Germany, is expected to continue to promote the company's foreign markets accounted for 50% of the revenue of the strategic objectives.
Medical clinical field of extension and then force, on the instrument after the next city. 1) Following the instrument, 16 years after the acquisition of the shares of the excellent medicine, the company through continuous extension will strengthen their leading position in the field of instrumentation, the core competitive advantage will continue to be consolidated; 2) in the excellent medicine is engaged in the medical cleaning and disinfection, industrial cleaning and disinfection, and personal care products research and development, production and sales; 3) in the good 17, 18, 18, 18 years, the company is expected to continue to promote the foreign market revenue of 50% of the strategic goal. Zhongyou 17 years, 18 years, 19 years of commitment to net profit of 92 million yuan, 100 million yuan, 100 million yuan, will thicken the company's performance.
Completion of the employee stock ownership plan, improve the company's cohesion. 16 years of core management and technical staff of 107 people contributed billion, become a shareholder of the company, will fully mobilize staff motivation, improve employee cohesion and the company's competitiveness.
Earnings forecast and investment advice. It is expected that the company 16-18 years EPS for yuan, yuan, 8 yuan, corresponding to PE were 40 times, 29 times, 22 times, the company endogenous rapid growth, epitaxial enrichment of the product line, as a leading company in the field of devices, resource integration capacity is much better than the industry average, the future is expected to continue to bigger and stronger, to maintain the "buy" rating.
Artificial Intelligence Medical Concept Stocks
Wanma Science and Technology (300698) (300698)
2023 interim report: net profit of 0.00 billion yuan, net profit growth rate of -93.00%, operating income of 257 million yuan.
Kaidi (605288)
2023 Mid-Year Report: net profit of 0.34 billion yuan, net profit growth rate of -43.92%, operating income of 617 million yuan.
Jiechuang Intelligence (301248)
2023 Mid-Year Report: net profit of 0.38 billion yuan, net profit growth rate of 33.11%, operating income of 402 million yuan.
Kodak Xunfei (002230)(002230)
2023 Mid-Year Report: net profit of 278 million yuan, net profit growth rate of -33.57%, operating income of 8.023 billion yuan.
***Jin Shares (603118)(603118)
2023 Mid-Year Report: net profit of 191 million yuan, net profit growth rate of -2.35%, operating income of 5.196 billion yuan.
Ho's Ophthalmology (301103)
2023 Mid-Year Report: net profit of NT$42 million, net profit growth rate of -29.12%, operating income of NT$468 million.
__ST Yunsheng (600767)
2023 Mid-Year Report: net profit of -0.05 billion yuan, net profit growth rate of -415.80%, operating income of 0.17 billion yuan.
Xiangsheng Medical (688358)
2023 Mid-Year Report: net profit of NT$76 million, net profit growth rate of 60.52%, operating income of NT$228 million.
Bosch (002698)(002698)
2023 Mid-Year Report: net profit of 264 million yuan, net profit growth rate of -7.78%, operating income of 1.028 billion yuan.
International Medicine (000516)(000516)
2023 Mid-Year Report: net profit -596 million yuan, net profit growth rate -65.53%, operating income 1.068 billion yuan.