【医药生物】AI技术落地与产品创新呈现加速态势，建议关注AI医疗相关标的——医药生物行业跨市场周报（20250615）（王明瑞）

Market Overview - The pharmaceutical and biotechnology index increased by 1.40%, outperforming the CSI 300 index by 1.66 percentage points and the ChiNext index by 1.28 percentage points, ranking 5th among 31 sub-industries [3] - The Hong Kong Hang Seng Medical Health Index rose by 8.84%, surpassing the Hang Seng Index by 8.55 percentage points [3] Company R&D Progress Tracking - Recent clinical application submissions include BG-C9074 from BeiGene and AK131 from CanSino Biologics, as well as IND applications for HRS-4729, HRS-6093, and HRS-7172 from HengRui Medicine [4] - Ongoing clinical trials include the Phase III trials for the 611 anti-IL4Rα antibody from 3SBio and bosakitug from Zhengda Tianqing, as well as Phase II trials for mesutoclax from Innovent Biologics and Phase I trials for HW201877 from Renfu Pharmaceutical [4] Weekly Insights - The acceleration of AI technology application and product innovation in the pharmaceutical sector is noteworthy, with significant developments in AI drug discovery [5] - The AI drug Rentosertib, developed by Insilico Medicine, has shown rapid progress, with its Phase IIa clinical study results published in Nature Medicine [5] - A strategic R&D collaboration between CSPC Pharmaceutical and AstraZeneca aims to leverage AI for discovering new oral small molecule candidates, indicating a trend of Chinese pharmaceutical companies engaging in global innovation through AI platforms [5] AI Technology in Healthcare - AI applications are expanding in medical large models, medical imaging, and diagnostics, with notable products like the "YuanZhi" medical large model from United Imaging, the "RuiYing AI+" solution from Mindray, and the DNBSEQ-E25Flash semiconductor sequencer from BGI [6] - The continuous evolution of AI is expected to address human limitations in healthcare, enhancing precision, efficiency, and accessibility [6] 2025 Annual Investment Strategy - The investment strategy emphasizes a structural selection of opportunities based on payment willingness and ability, considering demographic changes, policy frameworks, and economic conditions [7] - Key focus areas include hospital payment support for innovative drugs and devices, expanding consumer demand for blood products and home medical devices, and the upward cycle of overseas payments for heparin and respiratory joint inspections [7]