在"健康中国"与"数字中国"国家战略交汇融合的宏大背景下，全民健康数智化建设已从未来愿景成为现 实图景。建立覆盖全人群、贯穿全生命周期的智慧健康屏障，单纯依赖技术创新或市场自发力量远远不 够，而是需要构建一套系统高效的政策保障体系，以战略性的政策路径引领和规范这场深刻变革。 □ 陈鸣声 筑牢屏障：全民健康数智化的时代内涵与战略价值 全民健康数智化，是以数据为关键生产要素，以人工智能、物联网、云计算等新一代信息技术为驱动， 对健康服务、治理、产业体系进行的全方位、系统性重塑。数据要素治理体系、标准化互操作平台以及 安全可信的算法规则等制度性、生态性基础设施共同构建全民健康数智化屏障。筑牢这道屏障，意味着 要通过数字化、智能化手段，以人民健康为中心，提升公共卫生应急能力，优化医疗资源配置效率，确 保发展成果公平可及，最终夯实中国式现代化建设的健康根基。 展望未来：迈向整合、包容、韧性的智慧健康新生态 破解上述挑战，必须以系统性政策创新驱动整体性战略突破，构建涵盖价值、制度、工具、能力的支撑 体系。 第一，强化价值引领，确立以人为本、公平普惠的核心理念。政策设计必须将保障人民健康、促进社会 公平作为出发点和落脚点。 ...

2026年北京市"两会"近期开幕。北京市政协委员、北京市卫健委主任刘俊彩在接受新京报记者专访时透 露，北京已推动出台了67项生育支持措施，去年发放育儿补贴9.47亿元。 除了作答生育文章，医疗健康领域也对AI等新科技敞开怀抱。去年，北京获批首批国家人工智能应用 中试基地，今年将规划建设一批典型应用场景。 在医疗创新与产业发展方面，今年北京将争创新一批国家临床研究中心，争取全国首批新技术临床研究 备案项目和新技术转化临床应用落地。 "十五五"期间，全面推进实施健康优先发展战略 新京报：今年是"十五五"的开局之年。"十五五"期间，北京医疗卫生领域的工作将如何布局？ 刘俊彩："十五五"期间，我们将从理念、规划、投入、治理、绩效等方面全面推进实施健康优先发展战 略。推动将人群健康指标、传染病和慢性病控制等作为重要指标，谋划一批体现卫生健康高质量发展的 重大项目和任务举措，在相关部门专项规划和公共政策中，推动将维护和促进人民健康作为重要内容， 融入城乡规划、建设、管理全过程。 例如，在公卫方面，我们要建设首都公共卫生中心、推进过敏原和病媒生物防控等协同治理；在完善医 疗卫生服务网络方面，按照"强基、稳二、控三"原则，实 ...

Core Insights - The article emphasizes the acceleration of health development in China, particularly through the integration of artificial intelligence (AI) and advanced technologies in the medical field, with Shenzhen as a leading example [1][30] Group 1: Technological Innovations in Healthcare - Shenzhen is leveraging its technological advantages to address medical resource imbalances, focusing on high-tech cardiovascular surgeries as a key area for development [3][30] - The collaboration between companies and research institutions, such as the establishment of a specialized lab with the Shenzhen Institute of Advanced Technology, aims to enhance robotic capabilities in surgeries by integrating force feedback mechanisms [5][7] - A surgical robot has been developed that can perform complex tasks like suturing and tumor removal, significantly improving operational efficiency by over three times [10][12] Group 2: AI Applications in Medical Processes - Over 450 intelligent applications have been integrated into various medical processes in Shenzhen, including smart triage systems that match patients with appropriate departments based on their symptoms [10][14] - AI technologies are also being utilized in traditional medicine practices, such as automated herbal medicine preparation and acupuncture, enhancing service quality and efficiency [16][18] - A city-level smart healthcare platform, "Yizhi Fangzhou," has been launched, connecting over 30 specialized models to improve diagnostic accuracy and decision-making efficiency by over 50% [23][25] Group 3: Quality Assurance and Evaluation - To ensure the safety and effectiveness of AI technologies in healthcare, Shenzhen has established expert review committees to evaluate new products before they are implemented in hospitals [19][21] - The integration of AI in healthcare is supported by a robust data management system that includes over 100,000 medical cases and guidelines, enhancing the training of AI models [25][27] Group 4: Broader Implications for Urban Life - The integration of AI extends beyond healthcare, impacting various aspects of urban life, including logistics and public services, showcasing a comprehensive approach to smart city development [28][30] - By 2024, the AI industry in Shenzhen is projected to exceed 70 billion yuan, with over 2,600 companies contributing to its growth, marking a significant shift from theoretical applications to practical implementations [30]

Core Viewpoint - The A-share market is currently at a critical point of 4000, showing a different rhythm compared to previous peaks in 2007 and 2015, characterized by structural differentiation rather than a broad market rally. Investors are advised to focus on high-quality sectors, particularly in the new productivity areas aligned with national strategies, such as the healthcare sector supported by the "14th Five-Year Plan" and improved Q3 performance [2][4]. Industry Overview - The Chinese medical device industry is entering a new development phase driven by both policy and demand, with the "14th Five-Year Plan" prioritizing the construction of a healthy China and supporting the development of innovative drugs and medical devices [4][5]. - The demand side is experiencing a significant recovery, with a projected increase in medical equipment procurement starting from Q4 2024, driven by policies for equipment updates and replacements [6][9]. Company Performance - Mindray Medical has shown a critical turning point in its Q3 report, with revenue growth returning to positive territory after two quarters of decline. The international business revenue has historically surpassed 50% for the first time, indicating a stronger global competitive position [3][8][19]. - In Q3 2025, Mindray achieved total revenue of 25.834 billion yuan, a year-on-year decline of 12.38%, but the third quarter alone saw a revenue of 9.091 billion yuan, marking a year-on-year increase of 1.53% and a quarter-on-quarter increase of 6.88% [8][9]. Business Segment Analysis - The three main product lines of Mindray are showing varying degrees of recovery: - Life Information and Support: Q3 revenue of 2.952 billion yuan, up 2.60%, with minimally invasive surgery business growth exceeding 25% [12]. - Medical Imaging: Q3 revenue of 1.689 billion yuan, stable year-on-year, with international imaging business showing high single-digit growth [12]. - In Vitro Diagnostics: Q3 revenue of 3.634 billion yuan, down 2.81%, but market share is increasing in specific segments [12]. Global Expansion Strategy - Mindray is pursuing a dual strategy of "capital globalization" and "business globalization," with plans to list in Hong Kong to attract global talent and enhance its international presence [13][15]. - The company aims to become a top 10 global medical device player by 2030, reflecting its ambition to transition from a domestic leader to a global competitor [19][22]. Valuation and Future Outlook - Despite short-term challenges, Mindray's comprehensive product layout and ongoing R&D investments position it for steady long-term growth. The current PE ratio is approximately 29.89, indicating a relatively low valuation compared to historical levels, suggesting a strong margin of safety and potential for recovery [21][22]. - The ongoing support from policies, demand recovery, and global expansion efforts are expected to enhance Mindray's performance and growth certainty in the new industrial cycle [22].