“创新+AI”重塑医药产业价值图谱——专访平安医药精选股票基金经理周思聪

Core Viewpoint - The pharmaceutical industry is experiencing a historic development opportunity driven by strong policy support and medical innovation, entering a "policy support + demand expansion + innovation-driven" resonance cycle [1] Group 1: Policy Support - In 2025, a series of policies will be introduced to support the high-quality development of the pharmaceutical industry, including improving the review and approval efficiency of innovative drugs and devices, and launching a "Class B medical insurance catalog" to cover high-priced innovative drugs and devices [1] - Continuous domestic policy support for pharmaceutical innovation injects strong momentum into the industry's development [1] Group 2: Market Demand - The aging population in China, with over 14% of the population aged 65 and above, is increasing the long-term demand for pharmaceuticals, particularly in chronic disease treatment and rehabilitation care, providing a broad market space for the industry [1] Group 3: Investment Opportunities - The performance of the Ping An Medical Selected Stock Fund has been strong due to heavy investments in innovative drugs and medical devices, with a notable recovery in order volume and performance in the medical equipment sector driven by accelerated policy implementation [2] - AI technology is reshaping the entire value chain of the pharmaceutical industry, enhancing drug development efficiency and reducing costs, while also improving diagnostic accuracy and health management through intelligent analysis systems [2] - The integration of AI technology into medical scenarios is expected to lead to an efficiency revolution and value reconstruction in the pharmaceutical industry [3] Group 4: Future Outlook - The structural market for AI medical applications and innovative medical devices is expected to continue, supported by policy, technological breakthroughs, and growing demand [3] - The market space for AI applications in healthcare is vast, with ongoing expansion from drug development to health management [3] - Companies that can closely align technological innovation with market demand are likely to present the best investment opportunities in the future [3]