分子赛道来看：2月同比有上升，环比有下降。2月初有春节节假日影响，此外1月份有去年底的尾单，因此1月单月金 额较大。从整体招投标规律上来说，一般H2也会显著高于H1。24H1去年同期整体基数较低，持续关注医疗设备以 旧换新春节后的落地放量情况。

镜片行业：规模稳增，功能性需求逐步释放。据欧睿，2024年全球眼镜市场规模约1040.82亿美元，同比+5.1%，预计2029年将达1313.4亿美元， 24-29年CAGR达4.8%。2023年全球CR10眼镜公司份额（零售额计）为44.8%，其中依视路以27.8%的份额绝对领先，其次为蔡司4.6%、豪雅4.5%。 我国镜片行业：1）需求端：2024年我国眼镜市场规模约737亿元，同比+7.6%，预计2029年将达970亿元，24-29年CAGR达5.7%。随消费者对视 力保护的重视，近视防控、渐进、变色、防蓝光等功能性镜片需求释放。2）供给端：我国是眼镜生产和出口大国，据Trade Map，2023年我国眼镜 出口占全球58.6%，出口均价相对较低。内销方面，海外龙头主导高端市场，内资品牌性价比优势突出、销量领先。据弗若斯特沙利文，2023年以 镜片零售量计，中国镜片市场品牌CR10约54.7%，明月镜片以12.4%份额位居第一；以镜片出厂额计，品牌CR10约68.2%，蔡司（18%）、依视路 （15%）、明月（9%）、豪雅（9%）份额领先。

Concierge medicine, also known as retainer medicine, is a healthcare model in which patients pay a membership fee or retainer to a primary care physician or practice for enhanced medical services. In this model, patients typically receive longer appointment times, 24/7 access to their physician, preventive care, and personalized attention. Physicians in concierge medicine practices often care for fewer patients, allowing for more individualized care and attention. This personalized approach often includes comprehensive wellness plans, coordination of specialist care, and even home visits.

Compounding pharmacy is a technique that refers to the formulation of drugs using specially flavored liquids, topical creams, transdermal gels, suppositories, or other dosage forms that are suited to the unique needs of patients.

TYK2 可介导 IL-12/23 受体下游的信号传导，变构抑制剂具有高选择性优势 TYK2 为 JAK 家族成员之一，可介导 IL-12 和 IL-23 受体下游的信号传导。第一代 JAK 抑制剂由于选择性较差导致出现癌症、血栓等安全性问题，而基于 JH2 区域的变构抑制剂可开发出高选择性的 TYK2 抑制剂，进而降低相关副作用的产生。

Global Animal Disinfectants Market - Focused Insights

Aesthetic lasers are non-surgical, non-invasive procedures that are safe and effective for most skin types and skin tones. It involves the utilization of specific wavelengths of light to target and treat various skin concerns, such as wrinkles, scars, pigmentation issues, hair removal, and tattoo removal. Aesthetic lasers are designed to deliver controlled and precise energy to the skin, promoting collagen production and skin rejuvenation, resulting in improved skin texture and appearance.

Acute respiratory distress syndrome (ARDS) is a severe and life-threatening form of acute respiratory failure characterized by sudden and rapid onset of widespread inflammation in the lungs, leading to compromised oxygenation and respiratory function. ARDS typically occurs in response to various direct or indirect lung injuries, such as pneumonia, sepsis, trauma, aspiration of gastric contents, or inhalation injury, triggering an exaggerated inflammatory response and disruption of the alveolar-capillary barrier.

Bispecific antibodies for cancer are artificial proteins that simultaneously target two or more tumor antigens on the same or separate cells to interrupt cancer progression. They can simultaneously block two different pathways that employ unique pathogenesis.

Biosimilars are highly similar versions of biological drugs derived from living microorganisms found in plant or animal cells. They are nearly identical in structure and function to an original biological drug.