沙利文与深圳联新移动医疗联合发布《物理AI x 智能体：重塑医疗产业价值链与H2H 新生态报告》
Frost & Sullivan and Shenzhen Lachesis Mhealth Jointly Release the " Physical AI x Intelligent Agent: Reshaping the Value Chain of the Medical Industry and H2H New Ecology Report "
全球医疗体系正面临成本控制、资源错配与质量波动三重结构性矛盾，传统信息化和单点AI已触及能力边界。人口老龄化与DRG支付改革进一步倒逼医院从规模扩张转向精细化运营，亟需能够感知、执行并形成闭环的系统性技术破局。
联新医疗提出“物理AI × 智能体”全栈架构，通过病房、药房、手术室三类终端与垂直大模型的深度耦合，构建感知—记忆—决策—执行—反馈五层闭环。该体系在院内实现医生减负、护理自动化、用药安全与手术室调度优化，释放可量化的运营价值。
在DRG支付改革驱动下，H2H（Hospital to Home）模式将院内信任平滑迁移至家庭，以慢病管理、远程康复与长期护理三大终端覆盖院外全病程。商业模式从设备销售升级为AaaS、VaaS及RWE数据服务，预计2035年H2H市场规模突破1,700亿元，物理AI与智能体将成为重塑医疗价值链的核心引擎。
Global healthcare systems face triple structural contradictions—cost pressure, resource misallocation, and quality volatility—while traditional IT and point-solution AI have reached their capability limits. Aging populations and DRG payment reforms are forcing hospitals to shift from scale expansion to refined operations, urgently requiring systematic technologies that can perceive, act, and close the loop.
Lachesis Mhealth proposes a full-stack “Physical AI × Agent” architecture, deeply coupling three types of terminals (ward, pharmacy, OR) with vertical fine-tuned large models to build a five-layer closed loop: Perception–Memory–Decision–Act–Feedback. This system delivers quantifiable operational value within hospitals, including physician workload reduction, automated nursing, medication safety, and OR scheduling optimization.
Driven by DRG reform, the H2H (Hospital to Home) model smoothly transfers inpatient trust to home settings, covering the full post-discharge continuum through chronic disease, telerehabilitation, and long-term care terminals. The business model evolves from device sales to AaaS, VaaS, and RWE data services. The H2H market is projected to exceed RMB 170 billion by 2035, with Physical AI and Agents becoming core engines reshaping the healthcare value chain.
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沙利文 陆先生
E-mail: gabriel.lu@frostchina.com
