医药生物行业周报：AI+医疗再迎政策催化，关注产业链投资机会

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology sector [4]. Core Insights - The recent issuance of guidelines for AI applications in the healthcare sector is expected to catalyze investment opportunities along the industry chain. The guidelines focus on integrating AI with medical service management, public health services, health industry development, and medical education and research, outlining 84 subfields for application [15][16]. - The report emphasizes that AI in healthcare is receiving strong policy support from the government, with various national and local policies aimed at promoting the integration of AI, cloud computing, and big data in drug development and clinical research [16]. Market Review - During the week of November 11-15, 2024, the A-share pharmaceutical and biotechnology sector fell by 3.92%, underperforming the CSI 300 index by 0.63 percentage points and the ChiNext index by 0.02 percentage points. Among 31 first-level sub-industries, the pharmaceutical sector ranked 18th in terms of weekly performance [17]. - The Hang Seng Healthcare Index decreased by 5.52%, but outperformed the Hang Seng Index by 0.76 percentage points, ranking 6th among 12 first-level sub-industries [17]. Company Dynamics Company Announcements - Notable announcements include the receipt of medical device registration certificates and clinical trial application acceptances by various companies, indicating ongoing regulatory progress in the sector [30]. Financing Dynamics - Recent financing activities include a planned issuance of shares by ST Miao Pharmaceutical, aimed at raising funds for liquidity [32]. Unlocking Dynamics - Several companies have had shares unlocked recently, with significant volumes and market values, indicating potential changes in shareholding structures and liquidity in the market [35].