Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The pharmaceutical and biotechnology industry is experiencing significant growth driven by advancements in artificial intelligence (AI) applications in drug development and clinical trials [4][6] - The global AI healthcare market is projected to grow from USD 27.69 billion in 2024 to USD 490.96 billion by 2032, with a compound annual growth rate (CAGR) of 43.2% [5] - Domestic pharmaceutical companies are increasingly investing in AI technologies, which is expected to enhance efficiency in drug design, clinical trial planning, and disease diagnosis [6] Summary by Sections Industry Overview - The report focuses on the pharmaceutical and biotechnology industry, highlighting its potential for growth and innovation through AI integration [1][4] Recent Developments - Several domestic companies, including Jiahe Meikang and Di'an Diagnostics, are actively integrating AI models into their operations, enhancing their capabilities in clinical decision-making and diagnostics [3][4] - The number of AI medical models developed by domestic companies has exceeded 50, indicating a robust trend towards AI adoption in healthcare [3] Investment Recommendations - The report suggests focusing on companies such as Jiahe Meikang, Di'an Diagnostics, and Heng Rui Medicine, which are well-positioned to benefit from the ongoing AI-driven transformation in the pharmaceutical sector [6]
医药生物行业周报:多家医药企业布局AI领域,行业迎接新趋势
上海证券·2025-02-17 06:01