病理价格精细化政策落地，利好数字化医疗新基建

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Insights - The recent issuance of the "Guidelines for the Pricing of Pathology Medical Services" marks a new phase of standardization, normalization, and digital collaboration in China's pathology medical services [4] - The policy emphasizes the application value of digital technology in pathology diagnosis, supporting the promotion of digital slices, remote diagnosis, and intelligent analysis, which is expected to accelerate the digital transformation of the pathology discipline [4] - The refined pricing model is anticipated to enhance the medical pricing management system and incentivize medical institutions to invest in standardized construction and technological innovation in pathology services [4] Summary by Relevant Sections Industry Overview - The closing index is 8084.61, with a 52-week high of 9323.49 and a low of 6764.34 [1] Beneficiary Companies - Beneficiary companies include: - Anbiping, which has achieved full automation in specimen preparation, staining, and scanning, aligning with digital slice application requirements [5] - Aidesheng, focusing on core diagnostic solutions for various cancers with an automated reporting and data management system [5] - Zhongyuan Qihe, specializing in diagnostics for major diseases, providing comprehensive solutions through a combination of equipment, reagents, and services [5] - Maike Biology, which offers solutions for pathology diagnosis automation and intelligence [5] - Other notable companies in the ICL category include Jinyu Medical, Dean Diagnosis, Lanwei Medical, and Aidekang [5]