医药生物行业周报：科学仪器及科研试剂领域迎来政策利好，关注产业链投资机会

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology industry [4]. Core Insights - The Shanghai Municipal Government has introduced a development action plan for scientific instruments and research reagents, aiming to enhance innovation capabilities and foster high-quality industry development by 2027. The plan includes the establishment of 1 to 2 technology testing platforms and over 5 application scenarios and user experience centers, targeting an industry output value of approximately 45 billion yuan [4][16][18]. Summary by Sections 1. Core Insights - The action plan emphasizes product-driven development, strengthening key technology breakthroughs, and nurturing leading enterprises in the scientific instruments and research reagents sector. It outlines 19 tasks focused on overcoming key technologies, developing high-end scientific instruments and reagents, and creating a supportive innovation ecosystem [16][18][19]. 2. Market Review - During the week of December 9-13, 2024, the A-share pharmaceutical and biotechnology sector declined by 0.93%, outperforming the CSI 300 index by 0.07 percentage points but underperforming the ChiNext index by 0.79 percentage points. The healthcare sector in Hong Kong also saw a decline of 1.82%, lagging behind the Hang Seng index by 2.35 percentage points [23][24][25]. 3. Company Dynamics - Recent announcements include the approval of medical device registration certificates for various products by companies such as Xin Chuang and Huahai Pharmaceutical, indicating ongoing regulatory progress in the industry [33].