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中信证券:政策引导整合释放医药数据要素价值,有望赋能医疗健康产业发展

CITIC SEC: Policy guidance in integrating and releasing the value of CNI Data Factor Index is expected to empower the development of the Medical and health industry.

Breakings ·  Apr 26 10:24

CITIC SEC's Research Reports point out that on April 24, 2025, the Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry (2025-2030)," which guides digital innovation across the entire Pharmaceutical Industry Chain. By 2030, a comprehensive data system and innovation ecosystem for the entire industry chain will be established. This plan has a high design standard, a wide coverage, and strong support, making the implementation of digitalization in the pharmaceutical industry highly anticipated. Among them, policy guidance in integrating and releasing the value of CNI Data Factor Index is expected to empower the development of the Medical and health industry. CITIC SEC believes that the digitalization of the entire Pharmaceutical Industry is beneficial for segments within the Industry Chain such as ① Pharmaceutical R&D and production, ② AI tool providers, and ③ construction of information infrastructure in the pharmaceutical industry. Continuous attention to investment opportunities in the Medical and health industry is advisable.

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