消费与医疗周报：AI助力破解国民睡眠困局

Group 1 - The report highlights that all six sub-sectors of the pharmaceutical index recorded positive returns, indicating a strong performance in the market [2] - According to the "2025 AI Era Health Sleep White Paper" by iResearch, 64% of adults only manage to maintain a minimum of 6 hours of sleep, with average sleep duration decreasing by 5% compared to 2024, necessitating innovative solutions in sleep technology [3][7] - AI smart mattresses are emerging as a new category to address sleep issues, featuring three main advantages: medical-grade monitoring and intervention, full-home smart integration, and chronic disease warning and health management [8][9] Group 2 - The pharmaceutical sector has shown significant recovery, driven by the strong performance of AI in the medical field, with the AI medical index in Hong Kong rising by 35.57% and the A-share smart medical index increasing by 22.33% since the beginning of 2025 [20] - The report notes that nearly 70% of consumers are willing to purchase AI smart mattresses, with the global market expected to reach $1.8 billion in 2024 and grow at a compound annual growth rate of 7% from 2025 to 2030 [8][9] - The report discusses the impact of the DRG/DIP payment reform on the healthcare system, which is expected to reshape the medical insurance landscape and create a new tiered health insurance model in China [25][26]