医药生物行业周报（20240722-0726）：DRG/DIP2.0版分组方案出炉，特例单议机制支持新药、新技术合理应用

Investment Rating - The industry investment rating is "Overweight" (maintained) [1][10] Core Insights - The new DRG/DIP 2.0 version grouping scheme has been released, which is more aligned with clinical realities and has refined high-resource consumption groupings. The core grouping now includes 409 groups (an increase of 33) and 634 detailed groups (an increase of 6) [3][4] - The new grouping scheme supports the reasonable application of new drugs and technologies through a special case review mechanism, allowing medical institutions to apply for separate reviews for cases that do not fit the standard payment criteria [3][4] - The implementation of the 2.0 version is expected to enhance the efficiency of medical insurance fund settlement and alleviate financial pressure on medical institutions through a prepayment system [3][4] Summary by Sections Industry Overview - The report highlights the increasing approval of traditional Chinese medicine new drugs, indicating a positive trend in the sector [2] - The medical service scale is gradually expanding, suggesting long-term growth potential [2] Policy Changes - The 2.0 version of the DRG/DIP grouping will be implemented in 2025, with preparations required by the end of 2024 for regions already using the DRG/DIP payment system [3][4] - The new grouping aims to address the precision and clinical relevance issues of the previous version, ensuring that common missing disease categories in medical institutions are included [3][4] Investment Recommendations - The report suggests focusing on innovative drug companies such as Ailis, Kangfang Biotech, Kelun Botai, Maiwei Biotech, and others as potential investment opportunities [5]