2 0 2 5年4月2 4日，工业和信息化部等七部门联合印发《医药工业数智化转型实施方案（2 0 2 5—2 0 3 0年）》，政策指引医药全产 业链数智创新，2 0 3 0年将构建全产业链数据体系与创新生态。此次《方案》设计站位高，覆盖范围广，支持力度大，医药工业 数智化落地效果可期。其中，政策引导整合释放医药数据要素价值，有望赋能医疗健康产业发展。同时我们认为，医药工业数 智化全链条传导，利好医药产业链中①医药工业研发和生产、②人工智能工具提供者、③医药行业信息化基础设施建设等环 节。建议持续关注医疗健康产业的投资机会。 文 ｜ 任杰 张斌斌 宋硕 陈竹 2 0 2 5年4月2 4日，工业和信息化部等七部门联合印发《医药工业数智化转型实施方案（2 0 2 5—2 0 3 0年）》（以下简称《方 案》），对未来五年医药工业领域数智化提出了总体要求，明确了重点任务，对于指导医药工业领域实现数智化转型具有深刻 的指导意义。 ▍ 政策指引全产业链数智创新，2 0 3 0年将构建全产业链数据体系与创新生态。 ▍ 事件： 3）利好医药行业信息化基础设施建设： 无论是医药数智产品的研发和应用，还是医药数据资产的开发和利 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected increase of over 10% in the industry index relative to the market over the next six months [6][10]. Core Insights - The report highlights the release of the "Implementation Plan for the Digital and Intelligent Transformation of the Pharmaceutical Industry (2025-2030)" by seven government departments, focusing on high-end, intelligent, green, and integrated development of the pharmaceutical industry through digital transformation [2][3]. - The plan sets phased goals for 2027 and 2030, emphasizing the establishment of a digital infrastructure and comprehensive coverage of the pharmaceutical industry's digital transformation [3]. - The integration of digital technologies is expected to enhance the competitiveness and quality management of the entire pharmaceutical supply chain, addressing issues such as low R&D efficiency and high costs [5]. Summary by Sections Implementation Plan Overview - The plan aims for coordinated development across the entire pharmaceutical industry chain, including R&D, production, distribution, and regulation, with a focus on digital technology to improve overall industry competitiveness [3]. Phased Goals - By 2027, the focus will be on foundational digital development, technology breakthroughs, and service system construction, while 2030 aims for full coverage of digital transformation among large pharmaceutical enterprises [3]. Applications of Digital Technology - The report outlines various applications of digital technology in the pharmaceutical sector, including intelligent drug design, production monitoring, and supply chain optimization [4]. Investment Recommendations - The report suggests that the digital transformation is crucial for overcoming existing challenges in the pharmaceutical industry and recommends focusing on sectors such as AI drug development, medical big data, and smart pharmaceutical supply chains [5].

| 申万期货品种策略日报——股指 | 2025/4/25 | 星期五 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 申银万国期货研究所 贾婷婷（从业资格号：F3056905；交易咨询号：Z0016232 ）jiatt@sywgqh.com.cn;15921620356 | 申银万国期货研究所 柴玉荣 （从业资格号：F03111639；交易咨询号：Z0018586）chaiyr@sywgqh.com.cn;18802979529 | | | | | | | | | | | 一、股指期货市场 | IF当月 | IF下月 | IF下季 | IF隔季 | | | | | | | | 前两日收盘价 | 3765.20 | 3734.00 | 3677.00 | 3652.20 | 前日收盘价 | 3771.20 | 3736.80 | 3681.00 | 3657.20 | | | 涨跌 | 4.20 | 1.60 | 3.80 | 6.00 | 沪深300 | 涨跌幅 | 0.11 | 0 ...

方案具体提出了两个阶段的发展目标： 近日，工业和信息化部、商务部、国家卫生健康委、国家医保局、国家数据局、国家中医药局、国家药 监局七部门联合发布实施《医药工业数智化转型实施方案（2025—2030年）》，聚焦医药工业全链条数 智化转型，对人工智能技术深度应用、卓越企业培育等方向做了重点部署。 受此消息影响，A股市场中的医药数智化板块集体上涨，思创医惠（维权）涨超13%，创业慧康涨超 7%，朗玛信息、卫宁健康涨超5%，润达医疗、宝莱特、阳普医疗涨超4%。 | 代码 | 名称 | 涨跌幅 ▼ | 现价 | | --- | --- | --- | --- | | 300078 | 思创医惠 | 13.16% | 3.44 | | 300451 | 创业慧康 | 7.71% | 5.73 | | 300288 | 朗玛信息 | 5.99% | 13.80 | | 300253 | 卫宁健康 | 5.27% | 9.98 | | 603108 | 润达医疗 | 4.81% | 17.65 | | 300246 | 宝莱特 | 4.69% | 6.69 | | 300030 | 阳普医疗 | 4.08% | 5.61 ...

消息面上，医药板块再迎政策利好。4月24日，工业和信息化部等七部门关于印发《医药工业数智化转 型实施方案（2025—2030年）》的通知，方案提出两个阶段的发展目标：到2027年，医药工业数智化转 型取得重要进展，包括突破一批医药工业数智化关键技术，在智能制药设备、检测仪器和制药工业软件 等领域研发推广100款以上高性能产品，建成100个以上数智药械工厂，建设10个以上医药大模型创新平 台、数智技术应用验证与中试平台等。到2030年，规上医药工业企业基本实现数智化转型全覆盖，数智 技术融合创新能力大幅提升，医药工业全链条数据体系进一步完善，医药工业数智化转型生态体系进一 步健全。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 4月25日，港股早盘集体走强，恒生医疗保健指数开盘冲高后回落，相关ETF方面，恒生医疗指数 ETF(159557)截至发稿涨超1%，涨幅暂居同标的首位，溢折率0.61%，盘中溢价交易明显。成分股中， 心泰医疗上涨超6%，晶泰控股上涨超5%，讯飞医疗科技上涨超4%。 国联民生证券认为，2025年医药关注两条核心投资主线：1）高质量创新药 ...

Core Viewpoint - The Hang Seng Healthcare Index (HSHCI) has shown strong performance, with significant increases in constituent stocks and a notable rise in the Hang Seng Healthcare ETF, reflecting positive market sentiment and growth potential in the healthcare sector [3][4]. Group 1: Market Performance - As of April 25, 2025, the HSHCI rose by 1.77%, with notable gains from stocks such as Yidu Tech (10.15%) and WeDoctor (7.05%) [3]. - The Hang Seng Healthcare ETF (513060) opened high and increased by 2.68%, marking its fifth consecutive rise, with a latest price of 0.50 yuan [3]. - Over the past week, the Hang Seng Healthcare ETF has accumulated an 8.50% increase [3]. Group 2: Liquidity and Trading Volume - The Hang Seng Healthcare ETF had a turnover rate of 1.57% during the trading session, with a transaction volume of 183 million yuan [3]. - The ETF's average daily trading volume over the past month was 2.072 billion yuan, ranking first among comparable funds [3]. Group 3: Policy and Industry Outlook - On April 24, 2025, the Ministry of Industry and Information Technology and six other departments issued a notice on the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry (2025-2030)," aimed at enhancing the integration of AI and new information technologies within the pharmaceutical industry [3]. Group 4: Fund Performance and Metrics - The Hang Seng Healthcare ETF has seen a net asset growth of 715 million yuan over the past year, ranking in the top third among comparable funds [4]. - As of April 24, 2025, the ETF's net value increased by 41.16% over the past year, with a maximum monthly return of 28.34% since inception [4]. - The ETF's Sharpe ratio was reported at 1.34, indicating strong risk-adjusted returns [5]. Group 5: Valuation and Holdings - The latest price-to-earnings ratio (PE-TTM) for the HSHCI is 25.11, which is below 92.78% of the historical data over the past year, indicating a low valuation [5]. - The top ten weighted stocks in the HSHCI account for 57.54% of the index, with companies like BeiGene and WuXi Biologics being significant contributors [5].

Group 1 - The core viewpoint of the article highlights the positive market response to the announcement of the "Pharmaceutical Industry Digital Transformation Implementation Plan (2025-2030)" by the Ministry of Industry and Information Technology and six other departments, which emphasizes the integration of artificial intelligence in the pharmaceutical sector [1] - Companies such as Yidu Tech (02158.HK), Jingtai Holdings (02228.HK), Yimai Tong (02192.HK), and MicroPort Scientific Corporation-B (02252.HK) experienced significant stock price increases, with Yidu Tech rising by 6.27%, Jingtai Holdings by 4.08%, Yimai Tong by 2.13%, and MicroPort by 1.86% following the news [1] - The plan encourages the establishment of innovative platforms for pharmaceutical large models, promoting collaborative research and development of technology products and regulatory science within the industry [1] Group 2 - The initiative aims to strengthen the construction of standards, norms, technological ethics, application safety, and risk management in the pharmaceutical industry [1] - The focus on artificial intelligence applications is expected to enhance the overall efficiency and innovation capacity of the pharmaceutical sector [1]

智通财经APP获悉，4月24日，国家卫健委等七部门联合印发《医药工业数智化转型实施方案(2025-2030 年)》。《方案》提出，到2030年，规上医药工业企业基本实现数智化转型全覆盖，数智技术融合创新 能力大幅提升，医药工业全链条数据体系进一步完善，医药工业数智化转型生态体系进一步健全。 《方案》重点布局了数智技术赋能行动、数智转型推广行动、数智服务体系建设行动、数智监管提升行 动四大专项行动，通过14项重点工作任务的顺利实施，整体提升我国医药工业数智化转型的能力水平， 构建完整的产业生态。 《方案》针对医药研发、医药生产、经营管理决策、医药质量安全保障、医药流通与追溯、医药合同研 发生产服务(CXO)等多个核心领域，落实数智转型推广行动，详尽地列出了数据要素、知识模型、工具 软件、人才技能等关键要素清单，为医药企业与信息技术服务企业之间的协同合作铺设了清晰的指引路 径，使双方能够有的放矢，携手共创数智化应用场景，从而系统性地推进医药企业的数智化转型进程。 中国医药工业信息中心主任郭文表示，《方案》的发布标志着我国医药产业正式进入以数据驱动、智能 赋能为核心的高质量发展新阶段。这一政策将深刻重塑行业格局：通 ...

近年来，以人工智能为代表的新一代信息技术与医药研发融合日益深入，本次《实施方案》聚焦医药工业全链条数智化转型，对人工智能技术深度应用、卓 越企业培育等方向做了重点部署。 2030年规上医药工业企业基本实现数智化转型全覆盖 新华财经北京4月24日电（记者 李唐宁）工业和信息化部、商务部、国家卫生健康委、国家医保局、国家数据局、国家中医药局、国家药监局等七部门联合 印发的《医药工业数智化转型实施方案（2025—2030年）》（以下简称《实施方案》）4月24日公布。 业内人士表示，人工智能等技术可破解医药工业的研发痛点、重构生产流程、优化流通体系。随着《实施方案》印发，医药工业数智化改造成为未来一段时 间的主攻方向，全产业链的数字化将提高产业整体效率、质量和创新能力，也将为中医药现代化带来机遇。 二是在"数智转型推广行动"方面，推广典型数智技术应用卓越场景，培育数智化转型卓越企业，建设数智化医药产业园区。 三是在"数智服务体系建设行动"方面，强化标准引领，加强质量支撑，培育创新载体，壮大服务队伍。 四是在"数智监管提升行动"方面，探索智慧监管新模式，创新智慧监管新工具，研究智慧监管新方法。 值得一提的是，根据医药工 ...

新华社北京4月24日电（记者张辛欣、周圆）记者24日获悉，工业和信息化部、商务部、国家卫生 健康委等七部门日前联合印发的《医药工业数智化转型实施方案（2025—2030年）》提出，到2030年， 规上医药工业企业基本实现数智化转型全覆盖。 方案围绕主要目标，聚焦数智技术赋能行动、数智转型推广行动、数智服务体系建设行动、数智监 管提升行动等四个方面系统提出14项具体工作任务。明确提出加强医药工业数智产品研发应用；鼓励医 药企业、医疗机构、科研院所等合作建设医药工业大数据平台，形成研发、生产、临床、大健康等领域 高质量数据集；鼓励建设一批高性能云计算平台、区块链、数据中心、5G行业虚拟专网、物联网等信 息基础设施，支撑医药企业"智改数转网联"等。 工业和信息化部有关负责人表示，将加强全链条政策有效衔接，统筹国家科技项目渠道加大对医药 工业数智化转型的支持，鼓励地方加强要素保障，鼓励医药工业企业及产业链上下游企业开展跨区域合 作，协同推进全产业链数智化升级。同时，还将推动医药工业数智化领域国内外法规接轨、标准认证、 业务技术交流。 方案提出两个阶段的发展目标：到2027年，医药工业数智化转型取得重要进展，包括突破一 ...