医药生物行业：从基孔肯雅热疫情蔓延看公共卫生事件应对方案－蚊媒病毒感染防治行业跟踪

Surgical meshes are medical devices designed to provide mechanical support and reinforcement to weakened or damaged tissue during surgical procedures. They are primarily used in various surgical interventions to repair tissue defects and facilitate the healing process by acting as a scaffolding material. Surgical meshes are widely utilized in procedures such as hernia repair, abdominal wall reconstruction and the treatment of traumatic or surgical wounds.i

中国创新医药企业机遇与挑战

医疗保健行业：GLP－1RAs引领降糖减重市场，更多适应症有待开发－GLP－1受体激动剂行业深度报告

The global population health management market was sized near USD 79.33 billion in 2023 in terms of value. The global population health management market is witnessing dynamic growth, largely driven by the increasing shift toward value-based care and the integration of digital health technologies. Key market trends include the widespread adoption of data analytics and artificial intelligence tools, enabling healthcare providers to more effectively manage patient populations, predict health risks, and improve outcomes. This is coupled with a growing emphasis on preventive care and chronic disease management, as healthcare systems worldwide aim to reduce costs while enhancing quality of care. Moreover, the increasing focus on patient-centred care, where individuals are empowered to engage in their health management through digital platforms and wearable devices, is contributing to market expansion. The market is also benefiting from government initiatives promoting the use of health data for better resource allocation and improved care coordination.

中药行业在医药板块中具备类似银行行业的属性，现金充裕分红高，利润增长波动少，海外局势影响小。 2025Q2行业营收和归母净利润增速环比2025Q1均有改善，在中药材降价带来的成本压力减轻下，我们预计2025H2行业业 绩增速有望环比2025H1好转。

医药生物行业：MNC管线数据预期差带来的潜在BD机会－代谢类

医药生物行业：siRNA疗法再现重磅交易，关注临床数据披露情况