CITIC Securities: Policy guidance integration to release the value of pharmaceutical data elements, is expected to empower the development of the medical and health industry.

CITIC Securities research report pointed out that on April 24, 2025, the Ministry of Industry and Information Technology and six other departments jointly issued the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry", which provides policy guidance for the digital innovation of the entire pharmaceutical industry chain. By 2030, it aims to build a full industry chain data system and innovation ecology. This "plan" is designed with a high positioning, wide coverage, and strong support, suggesting promising results for the digital transformation of the pharmaceutical industry. The policy will integrate and release the value of pharmaceutical data elements, potentially empowering the development of the medical and health industry. CITIC Securities believes that the full chain transmission of digital transformation in the pharmaceutical industry will benefit aspects such as pharmaceutical industry research and development, production, providers of artificial intelligence tools, and the construction of information infrastructure in the pharmaceutical industry. It is recommended to continue monitoring investment opportunities in the medical and health industry.