在建立医药大模型创新平台方面，《实施方案》提出，支持相关单位协同开展医药大模型技术产品研 发、监管科学研究等，强化标准规范等规则建设。 中国信通院院长余晓晖此前接受证券时报记者采访时指出，要推动大模型在制造业中的应用赋能，必须 要解决数据问题。具体而言，需要在制造场景中积累和沉淀高质量的数据，形成高质量数据集。通过将 高质量数据集与大模型相结合，推动大模型在制造业赋能应用。 为此，《实施方案》明确，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，推进数据分类分级管理和数据要素市场试点。落实数 据基础制度，推进医药工业公共数据规范化开发利用，完善医药工业数据产权归属认定、市场交易、权 益分配、利益保护等具体规则，培育专业化医药数据服务企业，支持数据交易机构开展医药工业数据流 通共享探索。 《实施方案》提出，医药工业数智化转型取得重要进展，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；打造100个以上医药工业数智 技术应用典型场景；建设医药工业数智化转型促进中心及分中心，建设10个以上医 ...

Core Viewpoint - The "Implementation Plan for the Digital and Intelligent Transformation of the Pharmaceutical Industry (2025-2030)" aims for comprehensive digital transformation of large-scale pharmaceutical enterprises by 2030, enhancing competitiveness and ensuring drug quality and supply security [1][2] Group 1: Development Goals - By 2027, significant progress in digital transformation is expected, including breakthroughs in key technologies and the development of over 100 high-performance products in smart pharmaceutical equipment and software [1] - More than 100 intelligent pharmaceutical factories and over 10 innovation platforms for pharmaceutical models and technology applications are to be established by 2027 [1] - By 2030, large-scale pharmaceutical enterprises are expected to achieve full coverage of digital transformation, with enhanced innovation capabilities and a more complete data system across the pharmaceutical industry [1] Group 2: Specific Actions - The plan outlines 14 specific tasks focusing on four main areas: empowering actions through digital technology, promoting digital transformation, building a digital service system, and enhancing digital supervision [2] - It encourages collaboration among pharmaceutical companies, medical institutions, and research institutes to build a pharmaceutical big data platform for high-quality data collection across various fields [2] - The establishment of high-performance cloud computing platforms, blockchain, data centers, and other information infrastructure is encouraged to support the digital transformation of pharmaceutical enterprises [2] Group 3: Policy Support - The Ministry of Industry and Information Technology will strengthen policy coordination and increase support for the digital transformation of the pharmaceutical industry through national science and technology projects [2] - Local governments are encouraged to enhance resource support and promote cross-regional cooperation among pharmaceutical enterprises and their supply chains [2] - The plan also aims to align domestic and international regulations, standards, and technical exchanges in the field of pharmaceutical digitalization [2]

工信部等七部门：落实数据基础制度，推进医药工业公共数据规范化开发利用 金十数据4月24日讯，工信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）》， 其中提到，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，推进数据分类分级管理和数据要素市场试点。落实数据基础制度，推 进医药工业公共数据规范化开发利用，完善医药工业数据产权归属认定、市场交易、权益分配、利益保 护等具体规则，培育专业化医药数据服务企业，支持数据交易机构开展医药工业数据流通共享探索。推 动落实数据管理能力成熟度、个人信息保护等评估，规范医药工业数据跨境传输管理。 ...

Group 1 - The core viewpoint of the article emphasizes the strengthening of research and application of intelligent products in the pharmaceutical industry as outlined in the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry (2025-2030)" issued by the Ministry of Industry and Information Technology and six other departments [1] - The plan includes organizing "challenge" initiatives for pharmaceutical digital solutions and technology products, targeting the production characteristics of various sub-sectors such as chemical drugs, traditional Chinese medicine, biological products, and medical devices [1] - The initiative aims to develop a series of intelligent pharmaceutical equipment and testing devices, as well as to create "small, fast, light, and precise" pharmaceutical industrial software or systems that comply with the Good Practice (GXP) quality management system [1]

Core Viewpoint - The Ministry of Industry and Information Technology and six other departments have issued the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry (2025-2030)", emphasizing the need for financial institutions to support the digital transformation of the pharmaceutical industry through various financial services [1] Group 1 - The plan aims to enhance support for the digital transformation of the pharmaceutical industry by coordinating national science and technology project channels [1] - It includes policies to support major technological equipment, large-scale equipment updates, technological renovations, and software product development and application [1] - Local governments are encouraged to strengthen resource guarantees and coordinate project financing, land use, and energy use support policies to expedite the implementation of key digital transformation projects in the pharmaceutical sector [1] Group 2 - The plan highlights the role of national industry-finance cooperation platforms in guiding financial institutions to provide medium- and long-term loans, supply chain finance, leasing, and listing guidance for pharmaceutical digital transformation projects [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with six other departments, has issued a notice regarding the implementation plan for the digital and intelligent transformation of the pharmaceutical industry from 2025 to 2030, aiming for significant advancements by 2027 in competitiveness and quality management across the entire pharmaceutical supply chain [1] Group 1 - By 2027, the pharmaceutical industry is expected to achieve important progress in digital and intelligent transformation [1] - The transformation will be driven by digital technologies, enhancing the competitiveness of the entire pharmaceutical industry chain [1] - There will be a notable improvement in lifecycle quality management levels within the pharmaceutical sector [1]

Group 1: Semiconductor Industry - New Kai's impressive showcase at SEMICON China 2025 included over thirty semiconductor equipment products across four categories, indicating a significant advancement in domestic semiconductor equipment localization [4][10][12] - The exhibited equipment supports future advancements towards cutting-edge nodes, which may alleviate supply constraints in advanced process expansion in China [4][10][12] - Investment recommendations include companies such as Zhichun Technology, Xinlai Materials, Fuchuang Precision, Pioneer Precision, Chip Source Micro, and SMIC [4][12] Group 2: Fund Market Outlook - The fund market in April suggests a shift in asset allocation logic, with a recommendation to reduce equity asset positions due to increased market volatility and a downward trend in private sector financing growth [5][14] - The sentiment index for the A-share market indicates a mixed outlook, with only a few stocks reaching new highs, while overall market sentiment is declining [5][14] - The report recommends focusing on large-cap and growth styles, particularly those with high profitability quality, while suggesting stable fixed-income products [5][14] Group 3: Hong Kong Stock Market - The Hong Kong IPO market is experiencing a recovery, driven by favorable policies and a shift in companies seeking to list abroad, particularly in the tech sector [6][16][18] - The report highlights that the Hong Kong Stock Exchange's listing conditions are more flexible compared to A-shares, attracting companies that do not meet A-share requirements [6][16][18] - The trend of companies listing in Hong Kong is expected to provide more quality targets for investment and enhance market liquidity [6][16][18] Group 4: Banking Sector - The banking sector is seeing a continued decline in revenue, with a projected net profit growth of 1.8% for listed banks in 2024, indicating a challenging environment [30][31] - Regulatory changes are being implemented to optimize securities issuance and underwriting management, aiming to attract long-term capital into the market [30][31] - Investment in the banking sector is recommended for its high dividend yield, despite ongoing pressures from interest rate declines and asset quality risks [30][31] Group 5: Food and Beverage Industry - The white liquor market remains stable, with expectations of positive growth for major brands in Q1 2025, driven by strong demand for high-end products [32][33] - The snack industry is highlighted as a high-growth area, with new product launches and channel expansions continuing to drive consumer interest [32][33] - The restaurant industry is anticipated to show signs of recovery, with recommendations for related sectors such as beer and frozen foods [32][33]