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智雲健康2024年營收34.9億元,P2M業務同比激增182.4%
格隆匯 03-31 08:57

智雲健康發佈2024年財報顯示,全年總收入34.88億元,毛利率穩中略升,達24.7%。值得注意的是,智雲健康戰略轉型成效逐步顯現。公司主動削減低利潤醫療耗材業務,重點發展AI驅動的P2M(患者到工業)解決方案,該業務收入同比激增182.4%至2.86億元,成爲核心增長引擎。與此同時,AI技術也在深度深度賦能業務。ClouD GPT模型實現處方合理性近100%通過率,日均在線有效處方數量超過72.4萬;“紅綠燈”審覈機制爲公司大幅節省人力成本和合規成本,數字員工上崗推動效率提升。更重要的是,公司基礎設施持續強化,醫院SaaS覆蓋2700家醫院(含40%百強醫院),藥房SaaS滲透全國36%藥店,互聯網醫院累計開出處方超10億張。財報指出,短期內,公司將重點推進“AI SaaS+P2M”(從患者到工業)戰略,通過自營藥品銷售確保現金流穩定;中長期探索醫療數據資產化,目標構建覆蓋醫院、藥房、藥企的慢病管理生態閉環。長期目標則是整合醫院、藥店、藥企、患者及支付方等醫療生態各方資源,打造個人慢病管理閉環。分析師指出,戰略收縮雖致短期收入承壓,但AI技術與自營藥品管線的結合有望打開盈利空間,2025年關鍵指標或現拐點。

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