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wrote a column · Mar 6 17:56

Strong signals released in government work report: Huajian Healthcare reconstructs medical value with 'data + AI'

The year 2026 marks the beginning of the '15th Five-Year Plan' and serves as a critical juncture for further deepening comprehensive reforms. Standing at this pivotal historical moment bridging the past and future, this year's National People's Congress bears the important task of mapping out the development blueprint for the next five years. From the government work report to the draft outline of the '15th Five-Year Plan,' from remarks in representative corridors to committee member speeches, a clear consensus is emerging:Digital intelligence technologies represented by artificial intelligence are becoming one of the core engines for cultivating new quality productive forces and reshaping national competitiveness.
In the healthcare field, the signals released at this year’s Two Sessions carry strategic implications beyond the scope of 'livelihood security.' Artificial intelligence is no longer merely an auxiliary tool that adds icing on the cake but is defined as a key variable in restructuring the distribution of medical resources, activating the potential of data elements, and driving a revolutionary leap in the biopharmaceuticals industry.
As a pioneer in AI healthcare capital operations, $ETHK LABS INC. (01931.HK)$ deeply focuses on policy signals released at the Two Sessions, relying on a 'IVD distribution network + healthcare IT + AI healthcare + capital empowerment' four-in-one strategic layout, committed to building a platform aligned with the national strategic directionfor new quality productive forces in medical technology ecosystems,providing solid industrial support for the construction of 'Healthy China.'
Signal One: New Quality Productive Forces Lead, Artificial Intelligence Plus Becomes a Core Strategy
The Outline (Draft) and the government work report explicitly proposed: to accelerate high-level technological self-reliance and self-strengthening, leading the development of new quality productive forces. Among the 28 major projects leading the development of new quality productive forces..."Biomedical" and "deepening the expansion of artificial intelligence plus" have been assigned extremely high strategic weight.
The government work report emphasized the need to create a new form of intelligent economy, promoting profound changes in production methods, explicitly proposing to build emerging pillar industries such as biomedicine, integrated circuits, and aerospace, emerging pillar industries, while proactively laying out future energy, quantum technology, embodied intelligence, brain-computer interfaces, 6G, and more. future industriesNotably, this marks the first time that 'brain-computer interface' has been included in the government work report, signifying that cutting-edge explorations of empowering life sciences with artificial intelligence have ascended to a core issue at the national strategy level.
HuaJian Medical's strategic elevation precisely aligns with this national directive. The company has long surpassed the positioning of a traditional IVD distributor, envisioning itself as a 'global AI medical capital operation platform,' with its core strategy fully unfolding around 'artificial intelligence plus healthcare.' Relying on its unique 'three curves' model — a nationwide leading IVD distribution network (K1), the 'HuaJian ecosystem' intellectual property aggregation platform (K2), and global capital operations (K3) — the company is accelerating the construction of an AI medical ecosystem featuring the deep integration of 'data + technology + application scenarios'.By focusing on the hidden champion assets in various global AI healthcare sectors, and using capital as a link to introduce cutting-edge technologies into China, the world's largest application scenario, Huajian Healthcare is committed to becoming the core practitioner of new productive forces in the medical field.
Correct $B-Soft Co.,Ltd. (300451.SZ)$ The acquisition is a key move in this strategy, aiming to deeply integrate information scenarios with AI algorithm capabilities, responding to the national call to 'cultivate and strengthen emerging industries'.
Signal Two: Breaking the data barrier, AI + healthcare needs a trusted circulation model
The vigorous development of AI healthcare relies heavily on the 'fuel' of high-quality, large-scale medical data. AsZhu Tongyu, member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and Vice Dean of Shanghai Medical College, Fudan University,stated during the two sessions, the current situation where medical data 'does not leave the hospital' has formed numerous 'data walls.' Efforts must be made in three aspects—technology, compliance, and patient empowerment—to fully promotethe 'trusted data space' model, realizing 'data remains within its domain, knowledge can circulate, and value can be shared.'
Wu Depei, member of the National Committee of the CPPCC and Director of the Hematology Department at the First Affiliated Hospital of Soochow University,also called for the establishment of a unified national health database, allowing data to support various application scenarios.
The key to addressing the core pain points of this industry lies in the strategic focus of Huajian Medical. As the only medical industry co-construction unit in Hangzhou, Chuangye Huikang has been deeply involved in the construction of national data infrastructure, exploring 'pilot' pathways for the compliant circulation and value release of medical data. To date, it has accumulatednearly 600 domestic information technology adaptation certifications, ensuring that medical data achieves value transformation on a secure and controllable foundation.
The deeper synergy between Huajian Medical and Chuangye Huikang lies in thedeep integration of 'intelligent decision-making'.As a leader in medical informatization, Chuangye Huikang has nearly three decades of industry experience, amassing massive data assets including over 100 million electronic medical records and approximately 300 million resident health files, along with leading AI capabilities such as the BsoftGPT medical large model platform and Qilin Medical large model. On the other hand, Huajian Medical, through its subsidiary Vidas, generates vast amounts of highly structured laboratory testing data annually via thousands of diagnostic devices spread across the country. These two types of data—clinical text data and lab testing index data—constitute the 'two sides of the same coin' in patient diagnosis and treatment information and serve the same group of hospital clients.
Under the premise of compliance,both parties are exploring the use of technologies such as 'trusted data space', driving the integration of two types of data and the flow of knowledge. Once achieved, it will enable the training of more precise, clinically smarter AI models for vertical domains. For example, by combining patient case descriptions with continuous changes in coagulation indicators, AI can provide earlier and more accurate warnings for risks such as sepsis and venous thromboembolism (VTE), allowing the existing AI Key Patient Tracking System (APTS) developed by Innovation Wisdom Health to achieve a significant leap in capability.
This is not just a capital acquisition but also a strategic move to address the industry pain point of 'data staying within hospitals' and explorea new paradigm of 'data elements × AI healthcare', truly transforming data from being 'compliant and confined to hospitals' to becoming 'valuable and transferable'.
Signal Three: Focus on the 'Strengthening Foundations Project'; tiered medical treatment calls for AI deployment at grassroots levels
The government work report emphasized'strengthening basic healthcare services'with clear directives: 'Optimize the functional positioning and layout of medical institutions, improve grassroots drug accessibility, solidify family doctor contracting services, and promote tiered medical treatment.' This continues and deepens the national strategy of the 'Healthcare Strengthening Foundations Project'.
Tracing back to September 2025, the State Council approved the 'Implementation Plan for the Healthcare Strengthening Foundations Project,' marking the first time the initiative was named as the 'Strengthening Foundations Project,' elevating grassroots construction to a national strategic level. In November of the same year, the National Health Commission and four other departments released the 'Guiding Opinions on Promoting and Regulating the Application Development of Artificial Intelligence + Healthcare,' which mentioned 'grassroots' eleven times and prioritized 'AI + grassroots application,' setting a goal to achieve full coverage of intelligent auxiliary applications in grassroots diagnosis and treatment by 2030.
The shift in policy orientation has opened up vast opportunities for the large-scale application of AI technology at the grassroots level.National People's Congress representative Chen Guie and CPPCC member Yang Song, among others.It is emphasized in the proposals during the Two Sessions that we should letThe benefits of technologies such as AI are "sinking down."Enhance the capabilities of village health clinics and establish a unified standard for grassroots information technology.Make smart healthcare a "necessity" that benefits the western region.This reveals an important turning point in the logic of the current hierarchical medical treatment policy: shifting from "controlling the expansion of tertiary hospitals" to "substantially strengthening the capabilities of grassroots medical services."
Chuangye Huikang is indeed a deep participant and enabler of the "Strengthening the Foundation Project." It has rich experience in the information technology construction of closely-knit county-level medical communities.The public health projects undertaken cover more than 370 districts and counties across the country, providing a platform for 300,000 grassroots doctors. Among themThe grassroots smart medical system built for Jiangxi Province covers 1,734 township health centers and 18,112 village clinics across the province, establishing the country's first provincial-level centralized integrated grassroots medical system, providing coherent health management services to tens of millions of grassroots residents.
After Huajian Medical acquires Chuangye Huikang, it will be able to quickly enter the "Strong Foundation Project," a blue ocean market encouraged by policy, leveraging the latter's deep grassroots "capillary" network and information technology experience. By integrating capabilities such as AI-assisted diagnosis and intelligent chronic disease management through Chuangye Huikang's information system into county medical communities and township health centers, Huajian Medical can help achieve intelligent expansion and sinking of high-quality medical resources, precisely serving the "last mile" of the national "Healthy China" strategy.
Cornerstone and Future: Building an AI Healthcare Innovation Hub through Industry-Academia-Research Integration
The core of new quality productivity lies in talent. In the draft outline of the '15th Five-Year Plan',the integrated advancement of education, technology, and talent developmentis listed as a key measure to accelerate high-level technological self-reliance and strength.
HuaJian Medical deeply understands that building barriers in a 'slow track' requires time and, more importantly, top-tier talent.
Dr. Yi Xiao, the company's Chief Scientist and a medical doctorate from Southern Medical University as well as the principal investigator of the National Key R&D Program (Young Scientist) project, has not only published numerous findings in top-tier international journals like Science Advances, but her leadership in developing a novel cervical cancer organoid model has provided a 'Chinese solution' for tumor research and drug screening. Relevant products have obtained Class III medical device certification. Top-tier research powerhouses like Dr. Yi Xiao are critical to HuaJian Medical’s efforts to integrate AI healthcare with cutting-edge biotechnology and build an innovation talent hub.
Conclusion: Making AI in healthcare accessible to Q&M Dental, defining a new global value distribution order
The 2026 National Two Sessions injected strong policy certainty into the flourishing development of the AI healthcare industry. From planning at the height of fostering new quality productivity, to exploring mechanisms to resolve data element circulation issues, to clear deployments for strengthening grassroots healthcare, a grand blueprint for empowering universal health through artificial intelligence has unfolded.
HuaJian Medical, as a platform for new quality productive medical technology, is actively integrating into the national development landscape. By acquiring and consolidating leading companies in healthcare informatization such as ChuangYe HuiKang, the company not only completed its data, scenario, and informatization puzzle within the AI healthcare ecosystem but also pioneered a distinct path.This path leverages capital and industry synergy, serves clinical needs through 'intelligent decision-making,' and brings intelligent solutions to grassroots healthcare.
In the opening year of the '15th Five-Year Plan,' Huajian Medical will continue to pursue its vision of 'allowing global cutting-edge medical intelligence to reach every life without boundaries.' With data elements and AI technology as core drivers, the company will continuously foster new quality productivity in the healthcare sector, contributing solidly as a medical technology platform to the realization of the 'Healthy China' strategy.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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