Investment Rating - The report does not explicitly state an investment rating for the industry, but it indicates a positive trend in the pharmaceutical and biotechnology sector with a weekly increase of 3.08% [3][8]. Core Insights - The pharmaceutical and biotechnology sector outperformed the Wind All A index and the CSI 300 index during the week of August 11 to August 15, with notable gains in medical research outsourcing (7.77%), hospitals (5.59%), and medical consumables (4.47%) [3][8]. - The upcoming launch of the commercial insurance innovative drug directory is expected to activate the domestic high-end payment market for innovative drugs, with 121 drug names passing preliminary review [3][8]. - The World Conference on Lung Cancer (WCLC) will take place from September 6 to 9, showcasing significant research advancements in lung cancer, with domestic research playing an increasingly important role [3][8]. Market Weekly Review - The pharmaceutical and biotechnology sector rose by 3.08%, outperforming the Wind All A index (2.95%) and the CSI 300 index (2.37%) [3][8]. - Medical research outsourcing, hospitals, and medical consumables led the sector's gains, while offline pharmacies, blood products, and medical circulation experienced declines [3][8]. - Notable individual stock performances included Sino Medical (69.1%), Innovation Medical (51.5%), and Guangsheng Tang (40.7%) for gains, while *ST Suwu (-16.8%), ST Sansheng (-15.2%), and Nanhua Biological (-14.2%) faced significant losses [3][11]. Industry News and Key Company Announcements - The National Medical Insurance Administration announced the preliminary review of the 2025 National Basic Medical Insurance drug directory and the commercial insurance innovative drug directory [3][13]. - Novo Nordisk received accelerated FDA approval for its therapy Wegovy for treating non-alcoholic steatohepatitis (NASH) [3][13]. - Yunnan Baiyao approved a full acquisition of An Guo Shi Ju Yao Tang Pharmaceutical Co., Ltd. for 660 million RMB to enhance its traditional Chinese medicine business [3][15]. - Insmed's DPP1 inhibitor Brensocatib received FDA approval for treating non-cystic fibrosis bronchiectasis [3][14].

如今，医疗健康产业正站在新的节点上。人工智能浪潮加速袭来，政策鼓励数字化转型。在此背景下， 合富中国将战略锚点投向发展新质生产力，推出ACME极致赋能方案，不断打磨AI医疗产品、远程医疗 产品、运营管理产品等，并勇担社会责任，加速向基层医疗机构倾斜优质资源。 28载创业岁月完成蝶变 "遇山开路，逢水搭桥，碰到困难要勇往直前。"这是王琼芝对创业者成功关键因素的总结。 从1997年在上海起步，到构筑起辐射全国的医疗流通网络，历经28年完成蝶变的合富中国，正在书写医 疗流通领域的创新范式。 "我们提供检验科精细化管理服务，帮助客户降本降耗，这是许多同行难以做到的。我们还提供管理系 统帮助客户提升绩效，利用自身设备和人脉资源，协助医院专家建立专科联盟，推动技术下沉。"在做 客上海证券报《直面掌门人》节目时，谈及合富中国与其他SPD（医院供应链管理）平台的不同，公司 总经理王琼芝的答案简洁明了。 实施以来，ACME极致赋能方案成效明显。在AI医疗领域，合富中国已与首都医科大学附属北京同仁医 院、中国医科大学附属第一医院签订了关于多模态眼科辅助诊疗系统及风湿免疫临床决策支持系统的合 作协议，为医院提供高精准辅助决策建议。 ...