医药行业周报（2024年第51周）

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [4]. Core Insights - The pharmaceutical and biotechnology sector experienced a weekly decline of 0.9%, ranking 24th among 31 sectors in the Shenwan classification, outperforming the CSI 300 index but underperforming other major indices. The weekly trading volume for the sector was 506.26 billion yuan [1][9]. Summary by Sections Industry Overview - The pharmaceutical sector's trading volume was 506.26 billion yuan, with a weekly decline of 0.9%. The sector's performance was better than the CSI 300 index, which declined by 1.0% [1][9]. Industry News and Important Announcements - Shanghai has established a 10 billion yuan biopharmaceutical industry merger and acquisition fund to promote innovation and restructuring in the sector [15]. - Zhejiang University has launched an AI pathology assistant, OmniPT, which has been clinically validated, marking a new era in intelligent and personalized pathology diagnosis [16]. - The National Medical Insurance Administration outlined eight key priorities for 2025, focusing on enhancing fund management, optimizing payment mechanisms, and promoting innovation in the pharmaceutical industry [19]. Important Announcements - Renfu Pharmaceutical received a drug registration certificate for its injectable emulsion, enhancing its product pipeline in anesthesia [20]. - Zhongsheng Pharmaceutical's subsidiary obtained a European patent for a compound used in treating idiopathic pulmonary fibrosis and malignant tumors, strengthening its global intellectual property protection [21]. - Jianfan Biotechnology's product received EU MDR certification, allowing it to be marketed in EU countries, which will enhance its competitive position in the blood purification field [22].