概念掘金 | 華爲進軍AI醫療, 萬億藍海加速爆發!
今日AI醫療概念股大幅拉昇,A股中,新贛江漲超21%,創業慧康20cm漲停,機科股份、博濟醫藥漲超11%,國脈科技、塞力醫療等10cm漲停。

港股AI醫療板塊也表現活躍,方舟健客一度漲超65%,醫渡科技、微創機器人-B、阿里健康等跟漲。

今日AI醫療概念迎來新一輪催化,或與華爲有關。
華爲“殺入”AI醫療界
消息上,華爲於3月8日正式成立“醫療衛生軍團”,旨在整合5G、昇騰AI及盤古大模型等技術,構建AI輔助診斷體系,推動醫療大模型臨牀應用。
這是繼煤礦、港口、智慧公路等20個垂直行業軍團後,華爲再次組建“特種部隊”殺入關鍵領域,劍指醫療AI萬億市場。
華爲醫療衛生軍團絕非空降奇兵,其背後是多年技術積累與生態佈局。
結合近期華爲在醫療健康領域動作頻頻,我們也可以看出一些端倪:
2月18日,華爲攜手瑞金醫院共同發佈瑞智病理大模型——RuiPath,該大模型依託華爲DCS AI解決方案構建。

2月21日,塞力醫療集團與華爲在華爲武漢研究所簽署合作協議,以AI技術爲紐帶,在多個領域展開深度合作。
2月25日有消息稱,潤達醫療與華爲基於DeepSeek大模型推出“華擎智醫”訓推一體機。
3月20日至21日的華爲中國合作夥伴大會2025上,還會有AI大模型賦能醫療行業、加速數智化升級的專題演講。
搶灘萬億市場
世界經濟論壇發佈報告認爲,預計2024年—2032年,AI醫療市場將以每年43%的速度增長,市場規模有望達到4910億美元(約合人民幣3.58萬億元)。其中生成式人工智能(GenAI)在醫療保健領域的增長遠超其他行業,預計年複合增長率爲85%,到2027年市場規模將達到220億美元。
面對這塊蛋糕,華爲的野心遠不止於技術供應商,它要成爲醫療智能化的“操作系統”。一旦華爲在技術、生態、政策三端協同突破,或將推動中國醫療從“跟跑”轉向“領跑”。
海通證券認爲,華爲對軍團的成立有嚴格的要求,軍團組建有清晰的、聚焦的戰略方向和嚴格的戰略評審過程,承擔着做大行業空間和促進營收增長的職責。當下醫療衛生行業正臨AI新技術帶來顛覆式改變的關鍵變革點,AI醫療行業蘊含着巨大的商業機會。華爲軍團的成立,將整合自身的資源與力量,以及行業夥伴的能力,推動醫療衛生行業智能化升級,提升醫療效率與醫療服務的可及性,最終惠及國計民生。
東吳證券認爲,AI正在全面賦能醫療行業,促進提質降本增效。預計未來在生物製藥、輔助診斷、醫院/醫保信息系統等方面,AI都將有望促進流程再造,提升研發和業務效率、質量的同時降低成本。
附:AI醫療產業鏈企業梳理

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