Sinolink: The pharmaceutical industry continues to implement the strong growth strategy of AI+ innovative drugs.

Sinolink released a research report suggesting to continue implementing the two main investment themes of AI medicine + innovative medicine by 2025. In the field of AI medicine, areas such as diagnostic imaging equipment, drug design and research, internet healthcare, and overall health continue to attract market attention, and it is recommended to actively invest in leading enterprises in three major application areas. In terms of innovative medicine, it is recommended to continue to focus on leading enterprises in major areas such as tumor ADC, self-immune, and diabetes endocrinology. Key targets include SKB BIO-B (06990), Humanwell Healthcare (600079.SH), Meinian Onehealth Healthcare Holdings (002044.SZ), Huadong Medicine (000963.SZ), Xiamen Amoytop Biotech (688278.SH), and Yifeng Pharmacy Chain (603939.SH). Sinolink's main points are as follows: The pharmaceutical sector continued to show strong performance this week, with particular focus on the growth segments within the pharmaceutical sector. On one hand, the application of AI in medical care continues to be implemented, with areas such as diagnostic imaging equipment, drug design and research, internet healthcare, and overall health receiving market attention. It is recommended to actively invest in leading enterprises in three major application areas. On the other hand, policy support continues, with innovative medicine receiving support from policies and multiple dimensions of medical insurance. China's innovative medicine is gradually expanding overseas, with active authorization cooperation abroad. Continuous breakthroughs are being made in important target clinical realizations and commercialization, and it is recommended to continue focusing on leading enterprises in major areas such as tumor ADC, self-immune, and diabetes endocrinology. Recently, A-share and H-share pharmaceutical companies are about to enter the annual report window, and it is expected that after the annual report and first quarter report, the pharmaceutical sector will see an industry-wide performance turnaround. Continuous monitoring is recommended for subsequent improvements in operational and financial performance. Medical services AI is expected to empower high-quality and efficient medical care, focusing on core assets in AI + medical care. Topchoice Medical's AI platform MindHub currently supports the "plug and play" deployment of over 60 medical AI modules, allowing Topchoice Medical to flexibly integrate AI models of different scales and parameters to help achieve full-process intelligent patient service. Due to the large population base and relatively limited p...