医药生物行业：AI赋能医药行业纵深发展，提升医疗服务水平

Investment Rating - The industry investment rating is "Overweight" (maintained) [5] Core Viewpoints - The integration of AI in the medical field is driving a transition from traditional experience-based medicine to data-driven precision medicine, presenting significant investment opportunities [7][8] - The implementation of AI technologies is expected to alleviate the shortage of pathologists in China, enhancing the efficiency and accuracy of pathological examinations, thereby supporting clinical decision-making [7][8] - Recent policy developments are favorable for AI applications in healthcare, with various government initiatives promoting the integration of AI in medical services and research [7][8] Summary by Sections Recent Industry Performance - The industry has shown relative returns of 2.63% over the past month, -3.5% over the past three months, and -16.59% over the past year compared to the CSI 300 index [3] Investment Highlights - The AI medical sector is experiencing continuous catalysts, with stocks related to AI in healthcare gaining significant attention and value [7] - Notable companies such as YiduCore and Zhiyun Health are integrating DeepSeek AI models to enhance data mining capabilities and improve healthcare service efficiency [7] - The stock price of BGI Genomics surged over 36% recently due to its involvement in AI medical applications [7] Policy Support - National and local governments are actively promoting AI in healthcare, with guidelines and plans aimed at integrating AI into various medical fields [7][8] - The National Health Commission has released reference guidelines for AI applications in healthcare, identifying 84 specific areas for development [7][8] Investment Recommendations - The report suggests focusing on companies in various AI-related sectors, including AI pharmaceuticals (e.g., Chengdu XianDao, Hongbo Pharmaceutical, Heng Rui Pharmaceutical), AI diagnostics (e.g., Sichuan Medical, Weining Health), and AI drug development (e.g., WuXi AppTec) [8]