According to the Zhitong Finance APP, Guosen Securities has released a research report stating that attention should be paid to the progress in the "AI + medical devices" field and the leading domestic enterprises in various scenarios. The application value of AI in the medical device field is becoming increasingly significant, especially in areas such as medical imaging, surgical robots, and brain-computer interfaces. Through technological integration and innovation, it has significantly improved diagnostic and treatment efficiency and accuracy, opening new paths in precision diagnosis/surgery and neural function reconstruction. It is recommended to focus on the progress in the "AI + medical devices" field and the leading domestic enterprises in various scenarios.

The main viewpoints of Guosen Securities are as follows:

AI technology is accelerating its penetration into application fields such as medical imaging, surgical robots, and brain-computer interfaces

AI is bringing transformation to the medical imaging field: on one hand, it optimizes imaging algorithms to improve the clarity and contrast of medical images; on the other hand, it utilizes deep learning algorithms to analyze medical images, identify and mark potential lesion areas, providing auxiliary diagnostic information to doctors, thus facilitating more efficient, intelligent, and precise diagnosis and treatment. According to the price project establishment guidelines for radiological and ultrasound examinations released by the National Healthcare Security Administration, AI-assisted diagnosis has been included as an expansion item, reflecting the functional positioning of artificial intelligence technology in enhancing quality and efficiency. Surgical robots, empowered by AI, are driving the development of surgical procedures towards intelligence and precision, and have been applied in various stages such as preoperative planning, intraoperative assistance, and postoperative evaluation. Researchers have successfully applied imitation learning on the Da Vinci surgical robot, enabling it to perform surgical operations without relying on precise kinematic data. The combination of brain-computer interfaces and AI achieves more efficient and intelligent human-computer interaction by integrating AI's computational and learning capabilities with the signal capture and decoding capabilities of brain-computer interfaces, applicable in multiple fields such as healthcare, wellness, education, and entertainment. It is recommended to focus on the progress in the "AI + medical devices" field and the leading domestic enterprises in various scenarios: United Imaging Healthcare, Mindray, SONOSCAPE, CHISON MEDICAL.

The rapid development of artificial intelligence technology is leading medical terminal applications into a new era of efficiency revolution

"AI + healthcare" mainly refers to the use of artificial intelligence technology to improve the efficiency and accuracy of the healthcare supply side. By deeply integrating AI technologies such as deep learning and big data analysis into the fields of medical devices and healthcare services, the diagnostic accuracy, operational efficiency, and intelligence level of traditional medical devices have been significantly enhanced. The empowerment of AI in the healthcare service field not only optimizes the diagnosis and treatment process and shortens the treatment time but also promotes the efficient allocation of medical resources, providing strong technical support for the construction of a smart healthcare system. Currently, AI technology is demonstrating application potential in multiple scenarios such as medical imaging analysis, auxiliary diagnosis and decision-making, health management and telemedicine, and genomic multi-omics.

AI technology is accelerating its penetration into application fields such as medical imaging, surgical robots, and brain-computer interfaces

Traditional medical imaging methods mainly rely on doctors, which have many limitations. AI is bringing transformation to the medical imaging field: on one hand, it optimizes imaging algorithms to improve the clarity and contrast of medical images; on the other hand, it utilizes deep learning algorithms to analyze medical images, identify and mark potential lesion areas, providing auxiliary diagnostic information to doctors, thus facilitating more efficient, intelligent, and precise diagnosis and treatment. According to the price project establishment guidelines for radiological and ultrasound examinations released by the National Healthcare Security Administration, AI-assisted diagnosis has been included as an expansion item, reflecting the functional positioning of artificial intelligence technology in enhancing quality and efficiency GE Healthcare, Olympus and other overseas medical device leaders, as well as innovative companies like Butterfly Network and Nano-X, are continuously promoting AI empowerment and developing a series of solutions. Surgical robots, empowered by AI, are driving the development of surgical procedures towards intelligence and precision, and have been applied in various stages such as preoperative planning, intraoperative assistance, and postoperative evaluation. Researchers have successfully applied imitation learning on the Da Vinci surgical robot, enabling it to perform surgical operations without relying on precise kinematic data. Machine learning and deep learning have also shown application potential in executing complex and diverse orthopedic surgeries. The combination of brain-computer interfaces and AI achieves more efficient and intelligent human-computer interaction by integrating AI's computational and learning capabilities with the signal capture and decoding abilities of brain-computer interfaces, applicable in multiple fields such as healthcare, wellness, education, and entertainment.

Medical device manufacturers actively promote the integration of AI technology, moving towards a digital intelligence era

CHISON MEDICAL has made early investments in artificial intelligence research and development, with its "Breast Disease AI Ultrasound Diagnosis Software" being the first ultrasound AI product in China to obtain a national-level Class III medical device testing report, currently in the clinical trial stage. Mindray has launched the world's first clinically implemented critical care large model—"Qiyuan Critical Care Large Model" and "Ruiying·AI+" solution, building a new ecosystem of digital intelligence healthcare with "equipment + IT + AI." United Imaging Healthcare's AI companies, such as United Imaging Intelligent and United Imaging Zhiyuan, continue to empower United Imaging Healthcare, leading the digital intelligence upgrade of the entire line of medical device products. SONOSCAPE is a leading domestic company in "Ultrasound + Endoscopy," with independent AI researchers and multiple AI software assisting in precise examinations of ultrasound and soft endoscopy. MicroPort has integrated AI technology into its products to enhance the precision and safety of surgeries, while Tumai has innovatively completed remote surgeries in multiple scenarios by combining 5G and satellite communication technology