On April 20, Yidu Tech (2158.HK), a leading enterprise in medical AI, issued a positive profit alert. Based on preliminary assessments, the company expects to achieve a net profit of approximately RMB 55 million to RMB 70 million for the fiscal year 2026, marking its first turnaround from loss to profitability. The announcement pointed out that this key performance inflection point was primarily driven by a significant increase in new orders and continuous improvement in overall gross margin. As the Group’s products underwent continuous upgrades with integrated AI capabilities, their value proposition and market competitiveness were effectively enhanced, leading to substantial growth in new orders across core business segments. The improvement in gross margin resulted from the combined effects of higher value-added features in AI-enhanced products, improved operational efficiency, and economies of scale.
In terms of news, the clinical evidence-based intelligent agent “Yidu Zhixun” has continuously secured significant recognition and achieved market breakthroughs since its launch. On March 10, Yidu Technology officially unveiled this AI assistant dedicated to evidence-based medicine for physicians. During the internal beta phase, it rapidly attracted over 6,000 healthcare professionals to actively participate, garnering nearly 2,000 pieces of professional and valid feedback. On March 26, the mobile app version of Yidu Zhixun was prominently launched during the 2026 Zhongguancun Forum Annual Conference. Concurrently, the “China Clinical Evidence-Based Intelligence Capacity Building Initiative,” jointly initiated by multiple top-tier medical institutions with core AI support provided by Yidu Technology, was kicked off, further solidifying its leading position in the field of medical evidence-based AI. In early April, leveraging its robust technical capabilities and mature implementation expertise, Yidu Zhixun successfully ranked among the “2026 Top 100 Industry-Level Intelligent Agents” and the “2026 National Corporate ‘AI+’ Action Innovation Cases.” Currently, solutions built on its evidence-based engine have been deployed in more than 40 Grade A tertiary hospitals, deeply participating in over 500,000 clinical decision-making processes, and have received high acclaim from authoritative institutions such as Peking Union Medical College Hospital and the Sun Yat-sen University Cancer Center.
In terms of business expansion, Yidu Tech has recently announced a series of bid-winning results. On April 8, the company announced that it had won the bid for the AI construction and bank-hospital cooperation project at Beijing Cancer Hospital. This project is regarded as a key milestone in the implementation of large medical AI models in oncology specialties, setting a benchmark for scaled industry applications. Just five days later, the company further announced that it had won the bid for the Hainan Provincial Integrated Regional Infectious Disease Monitoring, Early Warning, and Emergency Command Information Platform (Phase II) project with a bid amount of nearly RMB 12.89 million, further consolidating its leading position in the digitalization of provincial-level public health. The successful landing of these two major projects fully demonstrates the core competitiveness of the company’s AI technologies in clinical and public health scenarios, driving synergistic growth in its To-B and To-G businesses.
Capital markets and authoritative institutions continue to send positive signals, injecting strong confidence into the company’s development. Recently, Citibank released a research report reaffirming its “Buy” rating for Yidu Tech, with a target price of HK$11. The report pointed out that the launch of Yidu Zhixun will effectively deepen the company’s connection with the physician community and strengthen its big data platform and solutions business. In addition, multiple institutions, including Northeast Securities, have also assigned an “Outperform” rating, recognizing the company’s technological barriers and the accelerating momentum of its commercialization.
With the scaled-up rollout of Yidu Intelligent Cycle, the continuous implementation of benchmark projects, and a comprehensive improvement in profitability, Yidu Tech is accelerating its transition from technological leadership to a new stage of high-quality development characterized by the realization of profits.