【英语新闻】人工智能医疗的商业前景拓展根据市场研究，中国的人工智能医疗行业将在新的一年迎来更强的商业前景，因为人工智能通过其在临床应用、患者服务、医疗研究和运营管理等多种场景中的应用，加速了医疗市场的重塑。 一家总部位于北京的数据分析公司Analysys在最近的一篇研究报告中指出，中国人工智能医疗市场的产业化正在加速。该公司表示，2024年人工智能医疗市场的价值约为1060亿元人民币（152.1亿美元），这种增长主要受到人工智能技术和智能硬件的变革性进展推动。 根据其分析，人工智能在高价值场景中的应用，如肿瘤筛查和慢性病管理，预计将在未来三年成为行业的增长引擎。 中国证券作为一家领先的证券公司，也在其近期发布的一系列市场分析中强调了人工智能医疗的有前景的市场和投资前景。 在一份研究报告中，中信证券特别将人工智能医疗行业的发展动力归因于政策支持，并引用了政府在2025年4月宣布的一项国家目标，即到2027年在制药行业开发100多个典型的数字智能技术应用场景。 一个显著的例子是北京市卫健委上个月发布的一项计划，该计划旨在到2027年在医疗机构广泛推广人工智能。据中国证券研究的报道，这一举措预计将被其他地区效仿。 在一份一月份的研究报告中，另一家证券公司中信证券指出，中国人工智能医疗商业化正在发生根本性转变，随着人工智能医疗解决方案的支付机制日益完善、付款方更加明确，今年这一领域的商业化路径更加清晰。 根据报告，政府政策正在推动市场需求。 国家医疗保障局去年发布的一项指南将人工智能辅助诊断纳入了病理学的国家定价框架，使公共医疗保险能够直接报销人工智能辅助的医疗方案。报告指出，这一举措为人工智能病理学释放了巨大的商业潜力。 报告指出，中国的许多地区，包括北京市、上海市以及浙江省和广东省，正在加快人工智能在医疗领域的应用，已经建立了由政府支持的试点基地。 此外，中信证券强调了五个潜在的投资前沿领域，包括人工智能驱动的药物开发、面向基层医疗的人工智能解决方案、医疗数据的流通与交易、人工智能辅助的病理诊断，以及人工智能医疗模式向消费市场的拓展。 大型企业在医疗人工智能模型上的投资，例如阿里巴巴达摩院开发的人工智能平台PANDA，以及面向用户的人工智能健康管理应用Ant Afu，正在增强这些模型的能力，并推动人工智能医疗的深入商业化。 【from Chinadaily】 China's artificial intelligence healthcare sector is set for a year of stronger commercial prospects as AI accelerates the reshaping of the healthcare market with its applications in diversified scenarios that span clinical applications, patient services, medical research and operation management, according to market research. Analysys, a Beijing-based data analytics firm, noted in a recent research paper that the industrialization of China's AI healthcare market is speeding up. The firm said that the value of the AI healthcare market reached about 106 billion yuan ($15.21 billion) in 2024, with this growth having been driven by transformative advancements in AI technologies and intelligent hardware. According to its analysis, AI applications in high-value scenarios, such as tumor screening and chronic disease management, are expected to become a growth engine for the industry over the next three years. China Securities, a leading securities company, has also highlighted a promising market and investment outlook for AI healthcare in a series of recently published market analyses. In one research note, China Securities particularly attributed the development momentum of the AI healthcare sector to policy support, citing a national goal announced in April 2025 by the government to develop over 100 typical scenarios where digital intelligence technologies will be applied in the pharmaceutical industry by 2027. A notable case in point is a plan released last month by Beijing's municipal health commission, which aims for the widespread adoption of AI in medical institutions by 2027, a move expected to be emulated by other regions, according to the China Securities research. In a January research report, CITIC Securities, another securities company, highlighted a fundamental shift in the commercialization of China's AI healthcare, which is showing a more defined pathway this year as payment mechanisms for AI medical solutions strengthen and payers are more clearly identified. Government policies are fueling market demand, according to the report. A guideline released by the National Healthcare Security Administration last year incorporated AI-assisted diagnostics into the national pricing framework for pathology, allowing public medical insurance to directly reimburse AI-assisted medical solutions. This move, the report stated, has unlocked substantial commercial potential for AI pathology. The report noted that many regions in China, including the municipalities of Beijing and Shanghai as well as Zhejiang and Guangdong provinces, are speeding up the application of AI healthcare, with government-supported pilot bases already established. Moreover, CITIC Securities highlighted five potential investment frontiers, including AI-driven medicine development, AI solutions for grassroots healthcare, medical data circulation and transaction, AI-assisted pathology diagnostics, and the expansion of AI healthcare models into consumer markets. Investment by big firms in healthcare AI models, such as PANDA, an AI platform developed by Alibaba's Damo Academy, and Ant Afu, an AI health management app for users, is strengthening the capacity of these models and pushing AI healthcare's deepened commercialization.
