医药行业周报：本周医药上涨1.2%，七部门印发医药工业数智化转型实施方案，康方依沃西联合化疗头对头战胜替雷利珠单抗-20250427

Investment Rating - The report maintains a positive outlook on the pharmaceutical industry, rating it as "Overweight" [4][25]. Core Insights - The pharmaceutical sector saw a weekly increase of 1.2%, outperforming the Shanghai Composite Index, which rose by 0.6% [4][5]. - The Ministry of Industry and Information Technology, along with six other departments, issued a plan for the digital transformation of the pharmaceutical industry, aiming for significant advancements by 2027 and full coverage by 2030 [4][12]. - A head-to-head clinical trial showed that the dual antibody drug Ivoris combined with chemotherapy outperformed Tislelizumab in treating advanced squamous non-small cell lung cancer [4][13]. - The FDA approved the PD-1 monoclonal antibody for use in treating recurrent or metastatic non-keratinizing nasopharyngeal carcinoma [4][14]. - New clinical data from SYS6010, an EGFR ADC, demonstrated promising safety and efficacy in treating advanced solid tumors [4][16]. Market Performance - The overall valuation of the pharmaceutical sector is at 24.9 times PE (2025E), ranking fifth among 31 primary industries [4][11]. - The performance of various sub-sectors includes: - Raw materials (+4.7%) - Chemical preparations (+2.3%) - Traditional Chinese medicine (-0.5%) - Blood products (-3.3%) - Vaccines (-3.8%) [4][7]. Key Events - The digital transformation plan aims to integrate AI into the pharmaceutical industry, enhancing competitiveness and quality management across the entire supply chain [4][12]. - The report suggests focusing on companies with existing AI applications in diagnostics, devices, services, and pharmaceuticals [4].