智通财经APP获悉，讯飞医疗科技(02506)盘中涨超4%，截至发稿，涨2.72%，报128.4港元，成交额2527.05万港元。
消息面上，近日，讯飞医疗科技发布全年业绩报。公司全年实现营收7.34亿元，同比增长32.0%;毛利达4.04亿元，同比增长28.4%;毛利率保持在55.1%。其中，B端业务表现亮眼，收入由2023年的6491万元增至1.32亿元，同比增长103%，成为公司增长新引擎。招银国际此前指出，看好讯飞医疗科技的高成长性，公司是医疗AI领域领军企业，得益于政策扶持和智能化升级需求，收入快速增长，预计2023-2026年复合增速达36.9%。
招商证券发布研报指出，公司G端基层医疗机构已构建扎实客户基础，在区县层面仍有进一步渗透空间，叠加国家政策需要，预计将维持扎实增长，为公司业务稳固筑基。B/C端层面，背靠星火医疗大模型技术壁垒，智慧医院解决方案标杆项目正在华西医院等落地，有望进一步拓展更多医院客户，C端业务则基于G、B端引领，AI诊后患者管理进一步突破江苏等6省份，叠加影像云和医疗器械等需求增长，带来公司收入空间及持续性提升。
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