智通财经APP获悉，艾迪康控股(09860)早盘涨近15%，截至发稿，涨12.48%，报7.03港元，成交额2563.18万港元。
消息面上，11月23日下午，国家医保局举行新闻发布会，解读已印发的17批医疗服务价格项目立项指南。其中指出，为了支持相对成熟的AI辅助技术进入临床应用，又防止额外增加患者负担，国家医保局分析AI潜在的应用场景，在放射检查、超声检查、康复类项目中设立“AI辅助”扩展项。
国信证券指出，根据统计数据，2024年可初步看到注销关闭的实验室数量已经超过成立新建的数量，且关闭的实验室中近70%为小微型，表明行业正在进入整合、去产能的阶段，市场份额将向头部企业集中。 此外，随着价格战影响渐弱，ICL龙头规模效应持续显现。据悉，艾迪康控股是中国三大独立医学检验实验室(ICL)之一。
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