XUNFEIHEALTH (02506) saw its gains widen to 25% during the late trading session. By the market close, the stock had surged 20.58% to HK$97.55, with a turnover of HK$190 million. The rally was ignited by news that domestic large model company MiniMax skyrocketed over 100% on its first trading day, fueling excitement across artificial intelligence applications.
Furthermore, the AI healthcare sector has experienced a cluster of recent catalysts. On January 8, OpenAI launched its ChatGPT Health feature, which can answer health inquiries, connect to smart devices, and plan diet and exercise routines, offering functionality similar to "Ant Afu." According to Northeast Securities, major model manufacturers are intensifying their focus on healthcare, making it a key strategic area. This development, combined with supportive policies, is expected to further propel the growth of AI in medicine.
Southwest Securities pointed out that against a backdrop of tightening local government finances and stricter medical insurance cost controls, traditional healthcare IT investments are under pressure. However, utilizing AI to enhance primary care diagnostics and optimize the allocation of medical resources represents a clear incremental investment direction endorsed by the National Health Commission and other authorities. From the "14th Five-Year Plan" for National Health Informatization to various AI application guidelines, policy support continues to strengthen. As the AI healthcare company with the most extensive coverage in the industry, XUNFEIHEALTH is positioned as the primary beneficiary of these policy tailwinds and a key contender for national-level projects.
