截至2026年2月3日 13:14，中证医药及医疗器械创新指数(931484)上涨0.57%，成分股爱美客上涨 4.07%，健帆生物上涨2.36%，新和成上涨2.29%，浙江医药上涨2.09%，新产业上涨1.73%。医疗创新 ETF(516820)上涨0.57%，最新价报0.36元。 消息面上，近日，由武汉经开区企业武汉市龙点睛智能科技有限公司自主研发的"龙点睛穿刺手术导航 设备"，正式通过国家药品监督管理局（NMPA）三类医疗器械审批，获准上市，标志着国内首款人工 智能经皮穿刺导航机器人正式获批上市，国产人工智能技术在临床治疗领域实现了从'辅助诊断'向'辅助 治疗'的又一次跨越。 华金证券指出，AI在智慧医疗领域应用已较为成熟，尤其在医学影像诊断中可辅助医生提高判读效 率；而在医药研发端，AI可通过虚拟筛选加速化合物发现，并预测药效与安全性，降低研发成本与风 险。近期多项AI医疗产品加速落地，如迪安诊断旗下"宫颈细胞数字病理图像辅助诊断软件"于2026年1 月获批三类医疗器械注册证，联影医疗"元智"大模型在复杂病灶诊断任务中精准度超95%，迈瑞医 疗"启元重症大模型"亦已投入临床应用。技术迭代叠加政策支持， ...

华金证券发布研报称，AI已渗透医疗全产业链。智慧医疗，尤其是医学影像，是当前最成熟的应用领 域之一，AI制药能显著提升研发效率。当前，技术迭代与政策支持正共同驱动市场高速增长。随着国 产AI医疗大模型及医疗器械产品加速获批落地，产业景气度持续向上，为相关企业带来发展机遇。 多部委陆续出台政策推动人工智能在医疗领域应用落地，国家药监局2025年6月审议通过《关于优化全 生命周期监管支持高端医疗器械创新发展的举措》，首次将"人工智能医疗器械"列为四大重点发展领 域，各地方政策试点陆续推进。技术端来看，DeepSeekR1等开源大模型推动医疗AI开发成本大幅下 降，加速AI技术商业化落地。据观研数据显示，医疗保健板块人工智能解决方案的全球市场规模预计 将由2022年的137亿美元增至2030年的1553亿美元，CAGR为35.5%。技术催化叠加政策推动，国内 AI+医疗市场有望迎来高速增长。 申万医药表现较强，跑赢沪深300 近两周申万医药指数下跌3.68%，跑输沪深300指数3.14pp。近两周申万医药指数在31个一级行业中排名 第30位。从子板块来看，线下药店、血液制品、原料药表现靠前，近两周变动分别为 4.3 ...

Core Viewpoint - The AI healthcare sector is experiencing significant growth and interest in 2026, with the AI healthcare index rising over 11% in just 14 trading days, indicating a clear trend in capital market enthusiasm for this sector [1][2]. Market Performance - As of January 22, 2026, the AI healthcare index increased by over 11%, while the CSI Medical Index and Hang Seng Healthcare Index rose by 7.68% and 10.65%, respectively [1]. - Companies like Di'an Diagnostics and Baolait have seen their stock prices surge over 60%, with others like Weining Health and Chengdu Xian Dao also experiencing gains exceeding 30% [1]. Industry Growth Projections - According to Frost & Sullivan, the AI healthcare market in China is projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, with a compound annual growth rate (CAGR) of 43.1% [1]. Technological Advancements - Major tech companies are actively entering the AI healthcare space, with OpenAI launching a healthcare version of ChatGPT and other firms like Ant Group, Tencent, JD, and ByteDance developing AI healthcare models and applications [5][6]. - AI drug development is identified as the fastest-growing segment within AI healthcare, with companies like Insilico Medicine and WuXi AppTec significantly reducing drug development timelines [6][7]. Commercialization Challenges - Despite the enthusiasm, the commercialization of AI healthcare products is facing challenges, with many companies reporting losses. For instance, 24 out of 47 biomedicine companies forecasted losses or reduced profits for 2025 [10]. - Companies like KingMed Diagnostics and Anbiping are experiencing significant revenue declines, with Anbiping reporting a 28.29% drop in revenue year-on-year [10][11]. Regulatory Developments - Recent government policies are seen as a positive signal for the AI healthcare sector, with initiatives aimed at promoting and standardizing AI applications in healthcare [15][16]. - The National Healthcare Security Administration has clarified pricing for AI-assisted diagnostic services, which is expected to facilitate the integration of AI into routine clinical practice [15][16]. Future Outlook - Industry experts predict that 2026 will be a pivotal year for AI healthcare, with clearer payment structures and stronger financial backing expected to enhance commercialization prospects [16].

如果要问2026年开年来最火爆的板块，AI 医疗一定占据一席之地。 2026年开年仅13个交易日，医疗板块强势崛起，截至1月21日收盘，AI医疗指数大涨逾 11%，中证医疗 指数、恒生医疗保健指数也分别上涨了 8%、11.67%。期间，迪安诊断（300244）、宝莱特（300246） 年内暴涨超过 60%，卫宁健康（300253）、成都先导等涨幅也超过了20%。 一批踏空2025年行情的另类医疗主题基金，纷纷迎来业绩红包，AI医疗概念的资本热度已在资本市场 形成明确趋势。 然而，随着AI医疗主题的全面爆发，市场争议也随之而来。 一方面，技术突破、政策利好与市场需求多重驱动下，AI医疗从实验室走向临床，应用场景也从辅助 诊断向全流程管理深度渗透。据弗若斯特沙利文预测，从2023年至2033年，中国AI医疗市场规模将从 88亿元飙升至3157亿元，年复合增长率高达43.1%。 细分赛道来看，AI制药作为AI医疗领域增长最快的细分赛道，正在掀起一场新药研发的"效率革命"。 如英矽智能旗下的Pharma.AI，能够使候选药物从靶点发现到临床前候选药物确认时间从4.5年大幅缩短 到12至18个月；药明康德（603259 ...