奥泰生物高飞：AI能否真正提升药物筛选和研发效率，还需要时间和实践去检验

Core Viewpoint - The discussion at the Shanghai Stock Exchange International Investor Conference focused on whether China can produce world-class pharmaceutical companies, highlighting the differences between the medical device industry and innovative pharmaceuticals [1][3]. Industry Insights - The medical device industry has a more stable competitive landscape compared to innovative pharmaceuticals, where rankings change frequently. This stability is attributed to the diverse categories of devices and longer update cycles, making it difficult for new entrants to disrupt established global leaders [3]. - For Chinese medical device companies to break through, the emphasis should be on competitive strength in niche areas and technological barriers rather than just scale or sales volume. True world-class companies must possess unique intellectual property, superior product quality, and global brand influence [3]. Strategic Recommendations - Companies should choose their development paths based on their stage of growth. When resources for funding and research are limited, focusing on specialized fields to build technology and reputation is advisable. Conversely, if capital and platform advantages exist, companies can pursue mergers and acquisitions and cross-sector expansions to gradually enlarge their industry footprint [3]. AI Integration - The integration of AI in the pharmaceutical industry has been driven by its potential to enhance drug development and medical data analysis. However, the practical application of AI requires long-term validation. While AI can assist in decision-making and improve research efficiency, it is still far from fully transforming the industry chain [3].