Yidu Tech to Acquire a Leading Online Doctor Platform for RMB 400 Million to Empower Its Clinical AI Assistant 'Yidu ZhiXun'

On June 1, Yidu Cloud (02158.HK), a leading domestic AI healthcare enterprise, issued a voluntary announcement stating that the Company had entered into a non-binding memorandum of understanding with an independent third party. The proposed transaction involves the acquisition of 100% equity interest in a company primarily engaged in online physician platform and related services for approximately RMB 400 million. Upon completion of the acquisition, the target company will be consolidated into Yidu Cloud’s financial statements.

The announcement reveals that the target company primarily operates an online physician platform and related services, boasting a doctor resource network in China with exceptional scale and quality, thereby establishing significant competitive barriers. As of March 31, 2026, the platform had accumulated approximately 11 million registered users, including around 3.5 million licensed physicians.

For the fiscal year ended December 31, 2025, the target company generated approximately RMB 167 million in revenue from its core business, with a net profit of approximately RMB 53 million, representing a year-on-year increase of approximately 45.5%, and net cash inflow from operating activities of approximately RMB 14 million.

Analysis suggests that the proposed acquisition is expected to further strengthen Yidu Cloud’s resource layout on the physician side. In recent years, Yidu Cloud has continuously advanced the implementation of its AI healthcare products, with “Yidu ZhiXun,” an evidence-based clinical intelligent agent designed for physicians, emerging as a key driver of the company’s AI product portfolio. According to public information, “Yidu ZhiXun” is positioned as an evidence-based intelligent assistant for physicians, catering to clinical diagnosis and treatment as well as research needs. It offers capabilities such as guideline lookup, treatment plan reference, drug interaction checks, tumor staging assessment, clinical trial search, and tracking of frontier advancements, emphasizing “traceable evidence and verifiable conclusions” to reduce the risk of hallucinations and lower the usage threshold of medical AI in serious clinical scenarios.

“The key to products like ‘Yidu Zhixun’ lies not only in whether AI can provide answers, but more importantly, in whether it can be embedded into doctors’ real-world workflows and form a feedback loop through continuous use. If this acquisition is completed, the target company’s physician network and expert resources are expected to bring three areas of synergy to Yidu Cloud.”

First, there is an improvement in the efficiency of reaching physicians. In the past, medical AI products were often constrained by lengthy hospital procurement cycles, complex deployment processes, and high costs associated with physician outreach. By integrating with “Yidu Zhixun,” online physician platforms are expected to help Yidu Cloud more rapidly expand its coverage among both in-hospital and out-of-hospital physicians.

Secondly, there is an enhancement in co-development capabilities with experts. The target company has established a resource network of academicians and renowned experts, which holds significant value for the development of disease-specific AI agents, clinical pathways, evidence-based knowledge systems, and expert consensus content. Serious medical AI cannot rely solely on the capabilities of general-purpose models; it requires continuous participation and validation by clinical experts.

Third, a closed-loop feedback mechanism for product iteration. Physicians across different departments, disease areas, and professional ranks have varying needs regarding levels of evidence, treatment pathways, research tools, and patient management. Real-world physician behavior data and feedback will serve as critical assets for the continuous optimization of AI-powered products such as Yidu Zhixun.

Following the successful completion of this transaction, the target company’s physician network and expert resources are expected to synergize with Yidu Cloud’s existing AI capabilities, medical knowledge base, and accumulated clinical scenario expertise, significantly enhancing the reach and depth of adoption of its AI products among physicians.

Notably, Yidu Cloud had previously issued a positive profit alert, forecasting a net profit of approximately RMB 55 million to RMB 70 million for the fiscal year ending March 31, 2026, marking its first full-year profit since inception. Market observers believe that, following this inflection point toward profitability, the company is further strengthening its physician ecosystem through external integration and acquisitions, demonstrating its expansion from medical AI technology and project delivery toward a platform-based ecosystem with greater scalability potential.