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。 ...

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，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，落实首台（套）重大技术装备、 大规模设备更新、技术改造、软件产品等政策，优化审评前置等监管政策，支持医药工业数智技术、产 品的研发与推广应用。鼓励地方加强要素保障，统筹项目、融资、用地、用能等支持政策，促进医药企 业数智化建设重点项目尽快落地见效。发挥国家产融合作平台作用，引导金融机构为医药工业数智化转 型项目提供中长期贷款、供应链金融、融资租赁、上市辅导等金融服务。 工信部等七部门：引导金融机构为医药工业数智化转型项目提供中长期贷款、供应链金融、融资租赁、 上市辅导等金融服务 ...

工业和信息化部等七部门发布关于印发《医药工业数智化转型实施方案（2025—2030年）》的通知。其 中提出，到2027年，医药工业数智化转型取得重要进展，以数智技术驱动的医药全产业链竞争力和全生 命周期质量管理水平显著提升。 ...

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]