The 2019 world artificial intelligence conference opens in Shanghai. Ma Huateng, chairman of Tencent’s board of directors and CEO, said at the meeting that there is a good prospect for the development of artificial intelligence industry in China, and the scale of artificial intelligence industry will enter a period of rapid growth in the next 10 years.
Ma Huateng pointed out that the smart medical field is the focus of Tencent“ “Tencent image seeking” has realized the application exploration from single disease to multiple diseases, assisted doctors to diagnose a variety of cancer and other diseases, and can identify and predict the risk of more than 700 diseases. Through the Internet hospital, electronic health card project, Tencent medical dictionary and other professional medical science popularization projects, the “small ecology” of AI application in the medical field is formed.
Smart medical treatment is an intelligent remote disease prevention and nursing platform with “sense, knowledge and action” as the core. It needs to integrate various technologies such as Internet of things, cloud computing and big data processing. In the face of the traditional medical industry medical system fragmentation, medical information island, medical resources in short supply and other pain points, intelligent medical came into being. According to statistics, in 2017, China’s smart health exceeded 50 billion yuan, and it is expected that the sales scale of smart health market will approach 70 billion yuan in 2018, with a year-on-year growth of more than 30%.
Smart medicine is an important application and economic growth point in the field of people’s livelihood in the strategic planning of smart city. In recent years, various departments of the national government have actively promoted policies to promote the development of smart medicine. According to the analysis of Guangzheng Hengsheng Research Report, at present, the smart medical industry is showing a trend of resources gathering to the leading enterprises. Therefore, whether it has a leading position in the industry or has a deep cooperative relationship with the leading enterprises in the industry determines the amount of resources that enterprises can obtain from the market.
From the perspective of the core competence of smart medical leading enterprises, the number of R & D personnel generally accounts for more than 30%, and the R & D investment generally accounts for more than 10% of the operating income. They have formed a complete industry solution and channel system, and started to form C-terminal service capability by cooperating with “Internet giants” to effectively reach end customers.
In terms of investment targets, analysts of Guangzhou securities Hang Seng believe that with the in-depth promotion of national medical informatization and Internet, the four major tracks of medical e-commerce, remote surgery and medical informatization (medical insurance it, medical information integration platform, CIS field, regional medical informatization) and related enabling industries (AI, big data) will maintain rapid development. It is suggested to pay attention to the leader of medical informatization, Huren technology, venture Huikang, as well as the science and technology company that uses artificial intelligence for medical services.