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

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].