倚锋资本朱晋桥：拥抱医药创新，深耕中国赛道，龙马奋进启新程丨创投贺新春

Core Viewpoint - The article emphasizes the transformative potential of the pharmaceutical and healthcare industry, highlighting the integration of AI technology, the global expansion of Chinese pharmaceutical innovations, and the commitment to deepening investment in the sector as key drivers for future growth [3][4][6][7]. Group 1: AI Empowerment in Pharmaceutical Innovation - AI is reshaping the pharmaceutical industry by significantly reducing research and development cycles and costs, addressing traditional challenges of high investment and long timelines [4][5]. - The integration of AI in drug discovery, clinical trial design, and production processes is seen as a new paradigm that enhances the industry's productivity and innovation capabilities [4][5]. Group 2: Global Expansion of Chinese Pharmaceutical Innovations - 2025 is identified as a pivotal year for Chinese pharmaceutical companies, marking a transition from quantity to quality in global markets, with total foreign licensing transactions exceeding $130 billion and over 150 deals [6]. - Chinese companies are increasingly recognized as equal partners in global pharmaceutical competition, with significant collaborations such as the $12 billion partnership between Heng Rui Medicine and GSK [6]. Group 3: Commitment to Investment in the Pharmaceutical Sector - The investment landscape in the pharmaceutical sector is evolving, with a projected financing total of approximately 122.78 billion yuan in 2025, reflecting a 46.41% year-on-year increase [7]. - The focus remains on early-stage, innovative, and high-quality companies, particularly in areas like AI drug development and advanced medical devices, to foster growth and innovation [7][8].