（2026.1.5—2026.1.9）：长寿医学行业把握：老龄化进程与健康跨度需求共振，主动健康理念驱动医疗模式重构与产业加速演进

Core Insights - The report emphasizes the importance of longevity medicine, which focuses on proactive health and disease prevention, as a critical response to the aging population and the challenges of "pathological longevity" [2][9][14] - The aging population in China is rapidly increasing, with the number of individuals aged 65 and above reaching 203 million in 2023, accounting for 25% of the global elderly population [10] - The demand for longevity medicine is accelerating, driven by the need for aging management, early prevention, and comprehensive health optimization, transitioning the healthcare model from disease treatment to continuous management [2][11][14] Industry Overview - The longevity medicine industry in China is still in its early stages, characterized by a dual-track development model where public institutions focus on research foundations while private entities explore service and business models [11] - The industry is facing structural pressures due to the increasing burden of chronic diseases and the inefficiencies of the traditional disease-centered healthcare system [2][10] - The report highlights that the core competitive advantage in the industry will shift towards long-term health management capabilities, data integration, and value proposition [11] Market Performance - The pharmaceutical sector showed positive performance in the week of January 5-9, 2026, with all six sub-sectors recording gains, particularly in medical services (+12.34%) and medical devices (+9.42%) [15] - The report notes that the valuation levels for biopharmaceuticals and chemical pharmaceuticals are among the highest, at 89.93 times and 84.19 times respectively [15] Innovations and Developments - A significant breakthrough in cancer vaccine research was reported by a team from Peking University, utilizing protein-targeted degradation technology to enhance immune response against cancer cells [22][25] - The new basic medical insurance drug list was implemented on January 1, 2026, with over half of the newly added 114 drugs already available in medical institutions [26] - The National Medical Products Administration is enhancing support for innovative drugs, aiming for a significant increase in the approval of new drugs and medical devices in 2025 [27][30][31]