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对话中康科技吴瀚:10年内中国或成比肩美国的创新药策源地
Xin Lang Ke Ji· 2025-08-19 07:14
Group 1 - The 18th Health Industry Ecological Conference (Xi Pu Conference) was held from August 16 to 21 in Boao, Hainan, focusing on the new cycle of the health industry [1] - The health industry in China has experienced rapid growth over the past 20 years due to demographic and policy dividends, but structural adjustments are now taking place [1] - Five major trends are identified that will change the structure of the industry: AI+ industry development, drug research and development, improvement of precision medicine, efficient allocation of medical resources, and enhancement of health management capabilities [1] Group 2 - The integration of AI technology in healthcare, particularly in hospital and outpatient settings, is seen as a key transformation in the industry's underlying logic [1] - The conference featured a three-day "AI For Health" summit focusing on the practical applications of AI in health management and innovative drug research, along with training camps for industry professionals [1] - There are three observed changes in public health consumption trends: a shift from single treatment to comprehensive solutions, from single methods to multiple approaches, and from survival needs to quality-oriented demands [1] Group 3 - There is a recognized gap in the market for personalized and long-term health management, with pharmacies expected to become the main battleground for health management [2] - The new elderly demographic is identified as a growth point for the industry, characterized by strong purchasing power and high quality demands [2] - The AI+ commercial insurance model is highlighted as a potential game-changer, providing a second wallet for patients and alleviating medical payment pressures while enhancing service accessibility [2] Group 4 - China's innovative drug licensing-out business has gained global attention, with the potential for China to become a leading source of innovative drugs alongside the U.S. within the next decade [2] - AI is expected to accelerate drug discovery and optimize clinical trial design, enhancing research efficiency [2] - Retail pharmacies have seen double-digit growth in innovative drug sales, with expectations that this will align with the U.S. market share of 50% in the future [2] Group 5 - As an industry enabler, the company is leveraging "AI+ ecological cooperation" to assist pharmacies in upgrading and transforming their services [3] - The company has introduced a "Healthcare Full-Scene Intelligent Body" matrix, providing comprehensive intelligent solutions to help chain pharmacies transition from "drug sales" to "health services" [3]