进博观察：药械巨头竞逐慢病赛道，AI赋能、生态共建成破局关键

Core Insights - The Chinese healthcare sector is entering a strategic opportunity period, integrating deeply into the "Healthy China" initiative and the global biopharmaceutical competition landscape [1] - The "14th Five-Year Plan" has set a goal to increase the average life expectancy of the Chinese population from 79 years in 2024 to around 80 years by 2029, requiring multi-faceted efforts for achievement [1] - The 8th China International Import Expo (CIIE) showcased cutting-edge technologies and innovative products in the healthcare sector, emphasizing the importance of high-quality development in the pharmaceutical and medical device industries [1] Policy and Strategic Initiatives - The "15th Five-Year Plan" emphasizes a health-first development strategy, aiming to enhance public health and healthcare services [1] - The National Health Commission aims to improve public awareness and management of chronic diseases, particularly cardiovascular diseases, which affect over 330 million people in China [2][3] Disease Prevention and Management - Cardiovascular diseases remain a significant health threat, with a focus on improving public knowledge about blood lipid management to combat related health issues [2] - GSK is promoting a comprehensive management model that integrates chronic disease prevention, including shingles, which poses increased risks for patients with cardiovascular conditions [3][4] Retail Health Services - The retail sector is crucial in connecting healthcare services with public health, with initiatives to extend health services from hospitals to homes [5][6] - Novo Nordisk and other companies are collaborating with retail pharmacies to establish standardized obesity management services, addressing the rising obesity rates in China [5][6] AI in Healthcare - AI technology is increasingly being integrated into healthcare, enhancing clinical diagnosis, medical education, and consumer health management [8][9] - Companies like Philips and Boston Scientific are leveraging AI to improve healthcare delivery and patient outcomes, with significant acceptance among healthcare professionals and patients [11] Ecosystem Collaboration - The CIIE serves as a platform for collaboration among global and local companies, fostering innovation and resource sharing in the healthcare sector [12][13] - Bayer and other companies are utilizing the expo to introduce innovative medical products and enhance local partnerships, aiming to improve healthcare accessibility in China [12][13] Localized Innovation - Merck and Medtronic are focusing on local partnerships to accelerate the introduction of innovative healthcare solutions in China, reflecting the country's growing market potential [13][14] - The "Marco Polo Plan 3.0" by the Cassi Group aims to enhance collaboration across various sectors, promoting medical innovation and accessibility [14][15]