医药行业周报：上海医保局全流程支持商业健康保险发展

Investment Rating - The report does not provide specific ratings for the chemical pharmaceuticals and traditional Chinese medicine sectors, while the biopharmaceutical sector is rated as Neutral [1][10]. Core Insights - The report maintains a positive outlook on the pharmaceutical industry, highlighting the support from the Shanghai Medical Insurance Bureau for the development of commercial health insurance [1][5]. - The pharmaceutical sector experienced a decline of 0.64% on November 28, 2024, outperforming the CSI 300 index by 0.24 percentage points, ranking 23rd among 31 sub-industries [4]. - Notable performances within sub-industries include offline pharmacies (+2.78%) and medical circulation (-0.25%), while medical equipment (-2.17%) and medical research outsourcing (-1.36%) lagged behind [4]. Summary by Sections Industry News - The Shanghai Medical Insurance Bureau has introduced measures to enhance the development of commercial insurance, focusing on self-funded medical expenses not covered by basic insurance, encouraging product innovation, and optimizing sales through various platforms [5]. Company News - BeiGene announced that its PD-1 antibody drug, Tislelizumab, and BTK inhibitor, Zanubrutinib, have received new indications added to the National Medical Insurance Directory [5]. - Jingxin Pharmaceutical's innovative drug, Dazatinib, has been included in the National Medical Insurance Directory for the treatment of insomnia [5]. - Lijun Group plans to repurchase shares worth 600-1,000 million yuan, representing approximately 1.46%-2.44% of its total shares [5]. - Junshi Biosciences reported that its product, Toripalimab, has received new indications added to the National Medical Insurance Directory [5].