医药生物行业周报（6月第2周）：药品耗材集采有望优化-20250616

Investment Rating - The report provides a positive outlook for the pharmaceutical and biotechnology sector, indicating an optimistic sentiment with a weekly increase of 1.4%, outperforming the Wind All A index and the CSI 300 index, which decreased by 0.27% and 0.25% respectively [2][7]. Core Insights - The report highlights the expected optimization of drug and consumable procurement policies, emphasizing the need for standardized and institutionalized procurement processes to enhance the quality and affordability of medicines [2][12]. - The upcoming ADA (American Diabetes Association) conference from June 21 to 24 is noted, with a focus on developments in weight-loss medications, particularly the clinical data from Eli Lilly's Bimagrumab [2][3]. - The report identifies key stock performances, with notable increases in companies such as Yiming Pharmaceutical (38.5%), Saiseng Pharmaceutical (36.4%), and Aoyang Health (35%) [2][10]. Weekly Market Review - The pharmaceutical and biotechnology sector saw a weekly increase of 1.4%, with the medical research outsourcing sector leading gains at 4.76%, followed by chemical preparations at 4.04% and other biological products at 2.99% [7][8]. - Conversely, the vaccine sector experienced a decline of 3.34%, along with offline pharmacies and hospitals, which fell by 2.53% and 1.04% respectively [7][8]. Industry News and Key Company Announcements - On June 13, the State Council held a meeting to discuss optimizing drug and consumable procurement policies, aiming to enhance the quality and regulatory oversight across the entire supply chain [2][12]. - A strategic research collaboration was established between CSPC Pharmaceutical Group and AstraZeneca to utilize AI-driven drug discovery platforms for developing new oral small molecule candidates [11][13]. - Notable company announcements include the approval of a new drug application for a selective small molecule inhibitor by He Yu Pharmaceutical and a significant investment by Xianjian Technology in Jianhu Medical [14][15].