2019～2020年中国增强现实（AR）行业的发展呈现方兴未艾之势，2019年被称为中国VR产业复兴的元年，AR行业从硬件到内容产品不断升级，技术不断革新。全球AR市场规模稳步扩大，中国AR行业异军突起，为物联网、文化旅游、教育培训、智能办公、动漫游戏以及直播等领域带来了巨大的产业效应。2019年全球AR市场规模达262.89亿元，其中中国AR市场规模约16.4亿元。据信通院等相关机构预测，未来5年内中国有望发展成为全球规模最大的增强现实市场。本文从2019年中国AR行业整体发展状况、AR硬件产品及特点、AR行业应用，以及行业存在的不足与展望等角度进行分析与总结归纳。

健康产业已上升为国家战略，全国有11个省份将健康产业作为支柱产业，“十三五”期间有12个省份制定了健康产业专项规划或行动计划。城市健康产业发展存在的主要问题是：健康产业法规有待完善，产业链分散，商业模式单一，消费市场潜力尚待挖掘，产业发展与城市品牌理念脱节。基于此，建议加强政策统筹和扶持力度，整合资源打造健康全产业链，以创新思路加强产业营销，用理念突破健康城市品牌建设，制订并实施疫后重振计划。

北京市从2015年开始着力于调整和优化产业结构，出台了一系列政策措施，根据推进供给侧结构性改革、加快经济转型升级的要求，对部分资源消耗大、生产成本高的产业进行了“腾换”，同时引入相对优势显著、发展潜力巨大的产业，逐步形成高质量、高创新、高潜力的产业集群。本报告首先回顾了近年来北京市产业布局和结构调整的进程，其次研究了产业结构调整对于北京经济的影响以及北京产业结构的变化轨迹，最后以十大“高精尖”产业为切入点，详细阐述了北京产业结构调整对产业安全和产业升级的影响。总体来看，北京的“腾笼换鸟”政策取得了较好成效，以十大“高精尖”产业为代表的价值链高阶产业在产业调整后均迎来了较快的发展，并且产业安全压力骤减。

The global additives market is segmented on the basis of product type, end-use, and region. By product type, the market is classified into plastic additives, food additives, construction additives, lubricant additives, fuel additives, coating additives, agrochemical additives, medicated feed additives, and others. Depending on enduse, it is segregated into packaging, food & beverages, building & construction, chemical, automotive, aerospace, animal husbandry, and others. Region-wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report covers the strategies adopted by key players in the market to sustain the competitive environment and increase their market share. The key players operating the global additives market include BASF SE, Clariant AG, Dow Inc., Evonik Industries AG, Lanxess AG, Eastman Chemical Company, Milliken Chemical, PolyOne Corporation, Sanitized AG, and BioCote Limited. In addition, the market drivers, restraints, and opportunities are explained in the report.

Topical therapy led the actinic keratosis therapies in 2020, driven by easy availability, high target specificity, and deep market penetration. Topical treatments are used for targeting a wide area of visible and invisible lesions on the skin. Also called field therapy, topical treatments have a low risk of scarring. Some of the US Food and Drug Administration (FDA) approved medications for the treatment of actinic keratoses are topical fluorouracil, imiquimod, diclofenac, ingenol mebutate, and combination treatment with medications. Increase in R&D activities will propel the segmental growth. For instance, in December 2020, Athenex, Inc., a multinational biopharmaceutical corporation devoted to the research, production and promotion of innovative cancer treatment treatments and associated disorders, reported that Klisyri (tirbanibulin) has been authorized by the FDA for topical treatment of actinic keratosis (AK) in the face or scalp. Furthermore, promising pipeline drugs such as AM-001, GDC 695, Tirbanibulin, Tuvatexib, etc., and high adoption of combination treatment are the key driving factors in the topical medications segment.

COPD and asthma diagnostic and monitoring devices, such spirometers, electrocardiogram, FeNo test analyzer, peak flow meter, arterial blood gas analyzer (ABG), polysomnography devices, helps in diagnosis of respiratory distress, provide real-time feedback on treatment effects, and detect shock. The report provides market dynamics and trends related to the global COPD and asthma diagnostic and monitoring device market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from sales of consumables and accessories used in COPD and asthma. However, the report excludes revenue generated from post-sale services and service costs associated with the market.

Medication prescription is a formal communication method that physicians use to authorize a pharmacist to dispense prescription drugs or controlled substances to patients. For years, physicians have used hand-written prescriptions for communicating medication instructions to patients and documenting the drug requirements for pharmacists. Factors such as the rapidly expanding population and the growing need for health care services pose a significant challenge to the national healthcare systems worldwide. Also, the increasing use of medications to treat different ailments has resulted in a corresponding rise in the number of medication prescriptions and diversity in medication types.

The growing prevalence of diabetes worldwide is accelerating the demand for selfmonitoring blood glucose devices and test strips. For instance, around 10% of people are suffering from diabetes related complications in the US. Diabetes has been identified as the seventh leading cause of death in the US as it is known to cause cardiovascular conditions such as heart attacks, stroke, and blood clots. Other complications associated with diabetes include kidney-related diseases and amputation of lower limbs. Therefore, regular monitoring of blood glucose levels by diabetic patients and undiagnosed individuals is critical in effectively managing this chronic condition.

The report includes the revenue generated from the sales of vaccines used for the prevention of various animal diseases. Recent advancements and developments in the animal vaccines market have enhanced the efficiency of these drugs. Drivers, restraints, and opportunities are explained in detail to understand the market dynamics. Key strategies adopted by the potential market leaders to facilitate effective planning and decision-making are also discussed. The animal vaccines market is classified into product, animal type, and region. By product, it is categorized into attenuated, inactivated, subunit, toxoid, conjugate, recombinant, and DNA vaccines. By animal type, it is divided into companion animal, livestock animal and aquaculture. By region, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

Many players in the global AI in operating room market have products and solutions which cater to applications such as scheduling, diagnosis, training, and instrument tracking for most of the indications. However, with time, new market entrants are expected to target niche applications and indications. Given the nature and the early phase of developments in the market, many companies have products in the pipeline, and more new players can be continuing their research and development in stealth mode. Thus, it is to be noted that the current market share of companies is subject to change significantly during the forecast period 2021-2030. The following figure indicates the estimated market shares for key players in the global AI in operating room market.

在世纪大疫情与百年大变局相互交织的背景下，数字化扮演着越来越重要的角色。习近平总书记在全国抗击新冠肺炎疫情表彰大会上强调，“科学技术创新是战胜灾疫的决定性力量”。本报告以案例研究为主线，重点介绍贵州、江西、天津等省市在数字抗疫领域的应用创新与实践，分析数字抗疫面临的困境并提出对策建议，为推动数字抗疫和治理科技数字化、网络化、智能化转型提供理论参考与经验借鉴。

医保“腾笼换鸟”，集采政策将倒逼企业加快创新，持续看好创新药及相关产业链，创新药企及转型创新标的：恒瑞医药、长春高新、贝达药业、我武生物、康辰药业、冠昊生物、海普瑞、科伦药业、亿帆医药等；港股标的：君实生物、中国生物制药等；科创板：博瑞医药、泽璟制药、前沿生物等。创新药产业链CXO：药明康德、药明生物、凯莱英、博腾股份等。

2021 年2 月9 日，国务院发布《关于加快中医药特色发展若干政策措施的通知》国办发【2021】3 号，从人才、产业、发展动力、中西医结合、重大工程、发展效益和发展环境等7 个方面提出28 条举措。2021 年5月12 日，习近平总书记在河南南阳市考察调研，首先到医圣祠了解“医圣”张仲景生平及其对中医药发展做出的贡献，随后调研考察当地依托月季、艾草等资源发展特色产业，用行动支持中医药事业。

投资建议：雍禾医疗作为民营连锁植发龙头品牌，已具备一定的品牌力，募资后有望继续拓店抢占市场份额，建议重点关注。

细胞&基因治疗：新一代药物，处于快速增长阶段。基因与细胞疗法的药物形式是DNA、RNA或者细胞，区别于传统疗法，基因细胞治疗更倾向于一针解决问题。目前主要集中于血液瘤的治疗，采用个性化制备流程。FATE Therapeutics使用万能干细胞iPSC诱导的CAR-NK进行药物开发，目前初步临床数据已获得良好的安全性和疗效，通用型细胞治疗迎来曙光。诺华、吉利德、新基等海外企业已经取得细胞治疗商业化进展，国内金斯瑞/传奇生物、信达生物/驯鹿医疗、药明巨诺、复星凯特等新星冉冉升起。核酸药物同样具有爆发潜力，Alnylam、Ionis以及国内瑞博生物、阿格纳生物均有较大成长空间。此外，基因编辑已进入临床应用早期，未来潜力无限。

新冠肺炎疫情对湖北经济和制造业的强烈冲击是突然、全面而且深远的，值得从多个维度进行深入的反思。本文对新冠肺炎疫情暴发及防控常态化以来湖北制造业复工复产过程中的关键问题进行了研究，并提出了相应的对策建议。湖北制造业在疫后面临的主要挑战包括三个方面：一是制造业投资大幅下降；二是产业链上不同市场主体的复工复产进度不同，全产业链供应链的协同度较低；三是企业流动资金压力普遍上升，融资难度增加。为此，湖北制造业需要做好三个方面的主要工作：一是将制造业“稳投资”作为战略性专项重点政策；二是切实落实制造业复工复产的金融支持政策；三是完善制造业产业链供应链，提升关键技术创新突破能力与抗风险能力。