GLOBAL RESEARCH ARCHIVE
Spotlight: AI and China Healthcare Turning innovation into income: how AI is powering growth
603259.SS coverage688235.SS coverage300347.SZ coverageHSBC Global Investment Research researchTechnology
Research evidence excerpt
Disruptive Technology
Equity Research Report
China
By: Linda Shu (S1700522120001), Oliver Wang (S1700523100003)
Thematic research
February 2026
SPOTLIGHT
AI and China Healthcare
Turning innovation into income:
how AI is powering growth
We see 2026 as an inflection point for
healthcare-related AI in China, shifting
from concepts and storytelling to
making money
Our forecasts for 2024-28e AI-related
revenue CAGR are 41% for drug
discovery, 32% for hospital services,
40% for medical devices
We highlight our Buy-rated stocks set to
benefit the most
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