A pulse of sunshine is included in the Hang Seng Composite Index to decode the “standard code” for medical AI industrialization

Last Friday, the Hang Seng Index Company announced the latest quarterly inspection results. Among them, Yi Yangguang (02522) was included in the Hang Seng Composite Index. All changes will be implemented after the close of trading on Friday, March 7, 2025 and will take effect from March 10, 2025 (Monday). According to estimates by the CITIC Securities Research Report, Pulse Sunshine may be included in the Hong Kong Stock Connect because it meets a series of criteria including market value, liquidity and time to market.

Previously, Impulse Sunshine (02522.HK) announced that it has signed a strategic cooperation agreement with iFlytek Medical (02506.HK), a leading medical AI company. The two sides announced that they will carry out in-depth cooperation in five major areas: grassroots smart medical care, regional medical data platform construction, and AI diagnostic model research and development. In this cooperation, the two parties will rely on their respective resource advantages to focus on joint market development in advantageous regions, cooperation between advantageous products and business models, exploration of innovative investment models, and joint construction of regional medical credible data spaces, medical models and medical imaging AI diagnosis models. Carry out in-depth cooperation in areas such as cooperative research and development, intelligent health management business exploration, etc., and accelerate the process of universal access to high-quality medical resources.

Strategic cooperation: Impulse signed a contract with iFlytek, accelerating the AI layout of the medical imaging vertical industry

It is reported that both parties to this cooperation are benchmark companies in their respective fields.

Inspiration Sunshine Group was invested and established by many industry elites in 2014. It is an imaging hospital group specializing in the investment and operation of medical imaging centers, medical imaging cloud platform technology development, medical imaging talent training and medical imaging industry chain services. Pulse Sunshine actively responds to the national call for medical reform, develops graded imaging diagnosis and treatment, and effectively serves grassroots people for medical treatment. It always takes medical imaging services as the core, adheres to technological innovation and model innovation, and builds a service platform for the entire medical imaging industry chain to serve the entire medical imaging industry.

As the leading medical imaging specialist medical group in China, Imima Sunshine occupies a leading position in the third-party medical imaging center industry with excellent services and innovative solutions. It ranks first in terms of medical imaging center outlets, number of equipment, number of registered practicing imaging doctors, average daily examination volume and patient payment fees. It will be listed on the main board of Hong Kong in June 2024 (2522.HK) and become the first share of medical imaging services in China. With the rapid development of the third-party medical imaging center market in China, Imai Sunshine has set a benchmark for the entire industry with its diversified imaging services and value chain management capabilities.

As a benchmark enterprise in the field of smart medical care in China, since its establishment, iFlytek Medical has always been committed to deeply integrating leading AI technology with medical scenarios to promote the intelligent upgrade of medical services. Based on the independently developed large model, the company has built a full-stack smart medical ecosystem, forming a complete system covering four major modules: primary medical institution services, hospital services, patient services, and regional management platform solutions, realizing health risk early warning, early screening, auxiliary diagnosis and treatment, treatment effect evaluation, post-diagnosis management and chronic disease management.

Tao Xiaodong, president of iFlytek Medical, said at the signing ceremony that the development path of iFlytek’s approach from grassroots imaging services is highly consistent with iFlytek Medical’s strategy of gradually expanding the smart medical landscape with intelligent medical assistants empowering primary medical care as the starting point. This cooperation laid a solid foundation. At present, the complexity of the medical system requires comprehensive solutions. The cooperation between the two parties can not only achieve a 1+1 2 efficiency jump based on regional pilots, but also create a scalable and replicable smart medical paradigm through closed loops of technology, scenarios, and data. This is an opportunity given by the times and a necessity for industrial upgrading.

Faced with the 100 billion yuan smart medical market, Tao Xiaodong emphasized: We are standing at the turning point of medical AI reform. Through large-scale model technology, we can not only achieve significant improvements in diagnosis and treatment efficiency and medical quality, but also reconstruct the medical service supply model. Relying on the highly compatible values, strategic vision and future plans of both parties, we will fully integrate resource advantages, further expand cooperation space, and achieve mutual benefit and win-win results at multiple levels and from multiple angles. rdquo;

Strong alliance: Solve the pain points of primary medical care and jointly build a credible regional medical data space

At present, my country’s primary medical institutions still face challenges such as shortage of high-quality medical resources and insufficient diagnostic capabilities. Through the strong alliance between the two parties in this cooperation, it is expected to solve the pain points of primary medical care.

According to statistics, about 70% of primary hospitals across the country lack professional imaging diagnostic equipment, and the cross-regional consultation rate of patients remains high. As a benchmark enterprise in China’s smart medical field, since its establishment, iFlytek Medical has always been committed to deeply integrating leading AI technology with medical scenarios to promote the intelligent upgrade of medical services. Impulse Sunshine will also rely on its network of more than 100 imaging centers covering 59 county-level administrative regions in 17 provinces across the country, and its imaging inspection service capabilities with an average of more than 25,000 inspections per day, and deeply integrate with iFlytek Medical’s leading AI technology to Inject smart genes into primary medical care.

The isolation and security issues of medical data have long restricted industry upgrades. In response, the two sides announced that they will jointly create a regional medical trusted data space and build an infrastructure for medical data sharing and application. In terms of the construction and operation of the regional medical trusted data space, both parties will combine Impulse Sunshine’s experience in medical imaging data management with iFlytek Medical’s technical advantages in the fields of AI technology and data security to jointly create a replicable and scalable business model. Through the construction of a regional medical trusted data space, the two sides will promote the interconnection of medical data and provide data support for precision medicine, disease prediction and clinical research.

The highlight of this cooperation between the two parties lies in the jointly developed medical AI core model: the medical classification cognitive model. The model will integrate millions of medical literature and clinical cases, build a dynamic knowledge map, support intelligent consultation, clinical decision assistance and other functions, and cover more than 2000 common disease diagnosis and treatment scenarios. The medical vertical cognitive model will cover functions such as medical knowledge mapping, clinical decision support, and intelligent consultation, providing doctors with a full range of intelligent auxiliary tools. The medical imaging AI diagnosis model focuses on the intelligent analysis of image data, covering many fields such as radiographic imaging, pathological imaging, and ultrasound imaging to improve the efficiency and accuracy of image diagnosis.

In addition, Yinghe Yimai, a company incubated by Yimeng Sunlight, recently released its self-developed Yinghe Miya Medical Image L0 Base Model. This model is the world’s leading scalable, cross-modal medical image visual base model. It can accurately process medical image data from multiple modalities such as CT, MR, X-ray, US, and nuclear medicine, and can support the entire process from image acquisition to diagnostic report generation. The base model is based on a large-scale standard data set and carries out self-supervised training of multi-modality/part combinations. It has full-image-level feature extraction capabilities and can provide solid support for downstream tasks. It also targets medical images of different modalities and different parts. Effective analysis, extraction of key features, and provides an important basis for subsequent diagnosis, treatment and other tasks.

It should be emphasized that this cooperation is not the first time that Sunshine has laid out an ecological alliance. On September 23, 2024, Yimai Sunshine signed a comprehensive cooperation agreement with Shanghai Yinghe Yimai Intelligent Technology Co., Ltd.(hereinafter referred to as Yinghe Yimai) and Huawei Cloud Computing Technology Co., Ltd.(hereinafter referred to as Huawei Cloud) in Shenzhen, China. The three parties jointly base themselves on medical imaging, use data technology to achieve intelligent applications, and deepen close cooperation in the cutting-edge fields of smart medical care, medical big data infrastructure and artificial intelligence. Among them, Yinghe Yimai is a joint-stock company of Yimei Sunshine. It finds entry points for AI application and R & D for details in the imaging medical chain, innovatively establishes a large AI model that is more suitable for practical scenarios, and has the advantages in medical digital transformation. First mover advantage.

From a single point of technical cooperation to the construction of ecological alliances, the strategic path of sunshine is clearly visible: using standardized data as a link to connect upstream and downstream participants in the industrial chain to form an infrastructure network for medical AI industrialization.

Policy breaks: Medical insurance image cloud index released, data sharing standardization accelerated

It is worth noting that the background of this strategic cooperation is the strong promotion of medical data standardization at the national level.

With the rapid development of medical imaging technology, the number and types of medical imaging examination items continue to increase, putting forward higher requirements for the standardization and standardized management of medical imaging examination items. At present, there is no unified specification or standard for the name of imaging examination items in China, which makes it difficult to share medical resources and interconnect medical data.

In view of this, in February 2024, the National Medical Security Administration issued the “Announcement on the Proposed Implementation of the Medical Insurance Image Cloud Index”, which for the first time used a unified coding system to open up barriers to cross-institutional circulation of medical imaging data. The index builds a unique identifier through five codes: patient identity, medical institution, examination site, medical equipment, and time stamp, aiming to solve the chronic problem of medical imaging data from the same source and different names.

The National Health Insurance Administration said that the launch of the index will effectively reduce the number of repeated examinations performed by patients due to cross-agency medical treatment and reduce patients ‘financial and time burden. At the same time, through cloud storage and sharing of image information, medical institutions can more efficiently obtain patient examination results and further improve medical service efficiency. The National Medical Insurance Administration stated that it will continue to promote the widespread application of medical insurance imaging clouds in the future to ensure that more patients can enjoy convenient and efficient medical services.

The main content of the “Medical Insurance Image Cloud Index Scheme” shows that there are corresponding databases for code information in Parts 1, 2, and 5, which can be directly called from various places; while Part 3, the inspection site codes and Part 4, the medical insurance medical equipment codes need to be adopted first. Or standards are established and the database is built and maintained before they can be used.

“The essence of the medical insurance image cloud index is to establish traffic rules for data circulation.‘’ rdquo; Relevant medical informatization experts pointed out that whoever can set standards will have the right to speak in the marketization of data elements.”“ rdquo; It is estimated that a standardized data system can increase the training efficiency of medical AI models by more than 30%, while reducing the cost of cross-agency collaboration by about 60%. The resonance between policy dividends and industry needs is spawning a battle for standardization of medical data.“”

Pioneers break through: A ray of sunshine has sharpened its sword for ten years to promote the development of industry standardization

In this competition for standardization, a ray of sunshine has quietly built a moat.

In the field of medical AI, high-standard cleaning and labeling of structured data are key prerequisites. As an important part of image data, the standard specifications of inspection names of image inspection sites have received full attention from the country. Yimai Sunshine has always responded to the country’s call for high-quality development. After several years of deep cultivation in the field of medical imaging centers, he also knows the great value of data. He has actively established a standardization team to formulate the “Medical Imaging Examination Project Names and Coding Standards” and issued related enterprise standards.

In 2021, Yimai Sunshine will join forces with the People’s Health Publishing House to launch the preparation of the “Medical Imaging Examination Project Names and Coding Standards”. Since January 2021, Yimai Sunshine has established a standardization team to carry out the formulation of the “Medical Imaging Examination Project Names and Coding Standards”, which will be implemented in an independent center within the group; in March 2022, it will fully implement the data standards as the Group’s No. 1 project., and on this basis, the Group’s data center platform and data analysis and evaluation system have been established; through the joint efforts of experts from the Standardization Committees within and outside the Group, the standards have undergone continuous polishing, improvement and upgrading.

In order to improve the quality of the standard and better play the role of the standard, Yimai Sunshine entrusted the version of the “Medical Image Examination Project Names and Coding Standards” completed in July 2023 to the Human Health Research Institute under the People’s Health Publishing House to conduct a standard review of the standard. The project team spent three years surveying more than 2000 medical institutions across the country and collecting naming data on more than 100,000 inspection items. Finally, on January 1, 2024, the “Medical Imaging Examination Items Names and Coding Standards” of Mimai Sunshine Imaging Hospital Group The corporate standard was officially released.

As a recommended standard, Yimei Sunshine’s “Naming and Coding Standards for Medical Imaging Examination Items” is prepared in accordance with GB/T1.1 – 2020 “Guidelines for Standardization Work-Part 1: Structure and Drafting Rules for Standardization Documents” and “Guidelines for the Compilation of Health Standards”.

The standard content is applicable to medical and health institutions to carry out medical imaging examination services, conduct health information statistics and analysis, and develop medical imaging-related software and hardware, etc. Yi Yangguang’s “Medical Imaging Inspection Project Names and Coding Standards” will be fully piloted and calibrated within the group, contributing to the next step of building high-quality standards and serving the high-quality development of the industry.

Future picture: Standards are strategic resources, ecology is the future battlefield

With the dual drive of policy and market, the medical AI industry is undergoing a reconstruction of the value chain.

“The industrialization of medical imaging AI must bridge the gap of data standardization. The cooperation between Impulse Sunshine and iFlytek is not only a complementary technology, but also a superposition of ecological capabilities. Their large model requires high-quality data, and Impulse Sunshine’s standard system requires algorithm empowerment. This collaborative model of standards + ecology may become a catalyst for industry paradigm change. rdquo; Industry insiders pointed out.

Industry analysis believes that this cooperation marks the shift of the medical AI industry from single technology competition to a collaborative competition model of standards + ecology.

As a leader in third-party medical imaging services, Imima Sunshine has always led the development of the industry with its forward-looking strategic layout.

For a long time, Yimai Sunshine has continued to invest in and develop Yimai Cloud Platform. Yimai Cloud Platform not only provides strong support for the development of the company’s own imaging center service business, but also provides information management and data-driven operations for the entire industry. Bringing revolutionary changes. Since 2018, Yimai Cloud services have been commercialized and provide services to the entire medical imaging industry in China.

Currently, AI+ cloud imaging technology has broad application prospects in the medical field, and pulse sunshine has a data base and structured data; combined with scene-based applications, it can be better developed.

In fact, in the data-driven era, every leap in AI technology is inseparable from the support of massive and high-quality data. Especially in the field of medical imaging, the value of data has been infinitely amplified and has become the cornerstone for promoting the development of smart imaging AI infrastructure. Judging from the recent developments of the first line of medical imaging services in China, the company has successively signed strategic cooperation agreements with iFlytek Medical, Lianren Health, Huawei Cloud, and Yinghe Medical, starting from the origin of high-quality data, lay out relevant industries, explore innovative service models for data elements, and promote the implementation of digital applications and innovation and upgrading of the imaging service industry.

“The competition in the future is no longer a competition of single technologies, but a competition of standard ecosystems. The cooperation between Impulse Sunshine and iFlytek can reach the deepest standardized data resources, which is the key to creating a super application of medical AI. rdquo; Industry experts pointed out. Other relevant analysts predict that by 2028, the size of China’s medical AI market will exceed 200 billion yuan, of which services based on standardized data will account for more than 60%.

When a ray of sunshine shook hands with iFlytek Medical, China’s medical AI industry quietly entered a new era. The deep significance of this cooperation lies in revealing an industry truth: in the era of data elements, standard-setting power is a scarcer strategic resource than algorithms. Through ten years of deep cultivation, a pulse of sunshine upgraded corporate standards to industry factual standards, and then used the policy wind to embed them into the national data infrastructure, completing a textbook-level industrial card jam.

The entry of iFlytek Medical marks the acceleration of ecological aggregation. When standardized data meets top algorithms, the industrialization of medical AI has finally broken through the death valley from laboratory to clinical practice. In the future, those companies that master data sovereignty and build an open ecosystem will dominate the distribution of the medical AI value chain. This standard + ecological change is not only related to business competition, but will also reshape the healthy future of 1.4 billion people. In addition, the inclusion of a pulse of sunshine in the Hang Seng Composite Index not only reflects the high recognition of the company’s business performance and value by the capital market, but also helps expand the company’s shareholder base and increase the liquidity of its share transactions, thereby improving the company’s investment value and reputation in the capital market.