中信证券:AI医疗开启商业化,加速重构十万亿级医药市场
Xin Lang Cai Jing·2026-01-14 00:32

Core Viewpoint - The report from CITIC Securities indicates that medical AI will accelerate the restructuring of the trillion-dollar pharmaceutical market, with a fundamental change in the logic of AI healthcare expected by 2026 due to clearer and stronger payment sources this year [1] Summary by Categories AI Healthcare Commercialization - 2026 is anticipated to be a year with stronger certainty in the commercialization of AI healthcare, opening up more opportunities for business in this sector [1] Key Focus Areas - The report suggests focusing on five main areas: AI pharmaceuticals, grassroots AI healthcare applications, medical data circulation and trading, AI pathology diagnosis, AI medical models, and C-end expansion channels [1]