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【招银研究|行业点评】医药工业数智化转型加速,AI技术深度赋能开启新征程
招商银行研究· 2025-04-30 07:29
事件:4月24日,工业和信息化部、商务部、国家卫生健康委、国家医保局、国家数据局、国家中医药局、国 家药监局等七部门近日联合印发《医药工业数智化转型实施方案(2025—2030年)》。《实施方案》提出以全 产业链协调发展为主线,以数智化改造为主攻方向推进医药工业高端化、智能化、绿色化、融合化发展。 1、两步走发展目标,2030年规上医药工业企业基本实现数智化转型全覆盖。 《实施方案》确立了分阶段推进的两步走发展战略,以 2027 年和 2030 年作为关键时间节点。2027年前,重点 聚焦于数智化发展的基础建设、转型推广以及支撑服务体系的搭建工作。在这一阶段,设定了涵盖关键技术突 破、技术标准制定、产品研发创新、应用场景拓展、数智转型企业及园区数量增长、医药大模型创新平台建设 及服务商培育等多维度的具体量化目标,力求实现医药工业数智化转型的重要阶段性突破,显著提升以数智技 术驱动的医药全产业链竞争力,以及全生命周期质量管理水平。到 2030 年,目标实现规模以上医药工业企业 数智化转型的全面覆盖,大幅增强数智技术的融合创新能力,进一步完善医药工业全链条数据体系,健全医药 工业数智化转型生态体系。 2、全产业链 ...
医药生物行业快评报告:七部门联合印发《医药工业数智化转型实施方案(2025-2030年)》,关注AI+医药
Wanlian Securities· 2025-04-25 09:20
Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected increase of over 10% in the industry index relative to the market over the next six months [6][10]. Core Insights - The report highlights the release of the "Implementation Plan for the Digital and Intelligent Transformation of the Pharmaceutical Industry (2025-2030)" by seven government departments, focusing on high-end, intelligent, green, and integrated development of the pharmaceutical industry through digital transformation [2][3]. - The plan sets phased goals for 2027 and 2030, emphasizing the establishment of a digital infrastructure and comprehensive coverage of the pharmaceutical industry's digital transformation [3]. - The integration of digital technologies is expected to enhance the competitiveness and quality management of the entire pharmaceutical supply chain, addressing issues such as low R&D efficiency and high costs [5]. Summary by Sections Implementation Plan Overview - The plan aims for coordinated development across the entire pharmaceutical industry chain, including R&D, production, distribution, and regulation, with a focus on digital technology to improve overall industry competitiveness [3]. Phased Goals - By 2027, the focus will be on foundational digital development, technology breakthroughs, and service system construction, while 2030 aims for full coverage of digital transformation among large pharmaceutical enterprises [3]. Applications of Digital Technology - The report outlines various applications of digital technology in the pharmaceutical sector, including intelligent drug design, production monitoring, and supply chain optimization [4]. Investment Recommendations - The report suggests that the digital transformation is crucial for overcoming existing challenges in the pharmaceutical industry and recommends focusing on sectors such as AI drug development, medical big data, and smart pharmaceutical supply chains [5].