AI healthcare deployment may lead to valuation revaluation, Ji'an Medical once again becomes a "monster," with the stock price doubling within the year

Ask AI · How will the reshaping of valuation expectations be driven by Ji’an Medical’s AI healthcare layout?

On April 1, Ji’an Medical (002432.SZ) hit the daily limit again. Within 4 trading days, it recorded 3 daily limit-ups. Its cumulative gain was 29.71%, its cumulative turnover rate was 38.67%, and its gain for the year was 102.15%. The latest total market cap of A-shares was 37.635 billion yuan, and the A-share circulating market cap was 37.586 billion yuan. Based on margin financing data, the company’s latest (March 31) margin balance was 1.117 billion yuan, of which the financing balance was 1.099 billion yuan. This was an increase of 42.7468 million yuan over the previous trading day, up 4.05% month-over-month. Over the past 4 days, it decreased by 61.8594 million yuan cumulatively, down 5.33% month-over-month.

In terms of news, Ji’an Medical’s AI healthcare layout may bring about expectations for a valuation reappraisal. It is reported that the company’s AIoT diabetes home medical assistant project has already set up an AI team of more than 30 people. It is expected that in the second quarter, the full-version module will go live and undergo grayscale testing. In February this year, Ji’an Medical, together with Alibaba, Tencent, and others, co-led an investment of more than $700 million in Moon Shadow.

On March 11, Ji’an Medical, on an interactive platform, answered investors’ questions and said that the company has established a dual-main-business development model: a healthcare and medical health operating main business + a large-class asset allocation investment main business. In the industries it operates in, it has relatively good growth prospects. The company’s reagent kit products are sold on a regular basis through C-end channels such as Amazon, CVS, and Walmart, and the demand for upper respiratory virus screening continues to exist, so they still have relatively strong consumer product attributes. Regarding the company’s operating strategy and future strategic plan, please refer to the company’s publicly disclosed periodic reports, the tables of records of investor relations activities publicly released by the company, and the statements in Interactive Easy.

As for the CXO industry, analysts from Zheshang Pharmaceutical team pointed out that, amid the ongoing clearance in the CXO industry and the stock price being at a relatively low level, they are optimistic about bottom-up investment opportunities in domestic leading CDMO companies and in CRO companies that will benefit from the recovery of domestic demand. From the analysis of financial, demand, and supply data, a fundamental turning point in the CXO industry has already appeared, and it is expected to continue recovering.