近期国内新冠疫情有所反复，但“动态清零”的政策尚未发生变化，上海疫情已经呈现出边际性改善特征，建议继续关注新冠口服药相关公司，包括：君实生物（688180），众生药业（002317）；同时关注疫情边际性改善带来的常规医疗服务的复苏，建议重点关注爱尔眼科（300015）。关注特免血制品对传染病防治领域的重大作用所带来的投资机会，建议关注天坛生物（600161）、派林生物（000403）、华兰生物（002007），博雅生物（300294）。关注药店的估值修复机会，重点关注益丰药房（603939）、老百姓（603883）、大参林（603233）。关注CXO 领域的估值修复机会。

明确支持社会化办医健康规范发展，供给侧结构性改革持续深化。“通知”中强调 “以人民健康为中心，持续推进解决看病难、看病贵问题” ，明确要求 “支持社会办医持续健康规范发展，支持社会办医疗机构牵头组建或参加医疗联合体”。社会办医是我国医疗服务体系的重要组成部分，是增加医疗机构资源有效供给、满足群众多层次多样化健康服务需求的重要力量，政策的支持为社会办医创造良好发展环境，促进非公立医疗机构持续稳健发展。

2021年医药市场TOP1O0个品种，与新冠肺炎防治共8个品种进入，其中辉瑞/BioNech新冠疫苗Comirnaty销售额403.41亿美元，创单品年销售额的历史记录。2022年初多个口服新冠药物投向市场，目前1季度销售额已经全部超过10亿美元,其中辉瑞的Paxlovid已经在最近的月份占据美国市场销售的90%，全年销售额预计到220亿美元。根据IQVIA预测，2020-2026年预计新冠疫苗新增2510亿美元支出，新冠治疗新增580亿美元的支出。

Ceramide is a type of lipid complex, which can be found in various glycolipids. Natural sources of ceramide include various plants such as rice, wheat, and soybean plants. It is widely used in cosmetics products to improve skin appearance and skin hydration rate. This study provides information on the application of ceramide in cosmetics, food, and other applications. The study is segmented on the basis of type (natural and synthetic), process (fermentation ceramide and plant extract ceramide), and application (cosmetics, food, and others). Additionally, the report also includes key drivers, restraints, and opportunities in the market. The study also includes in-depth information of value chain analysis and patent analysis in the market.

The report covers the detailed analysis of the trends, future estimations, and a thorough study of the global face mask market on the basis of type, material, nature, and distribution channel. It analyzes government regulations, policies, and patents to provide information on the current market trends and suggests future growth opportunities globally. Furthermore, the study highlights Porter’s five forces analysis to determine the factors affecting the market growth. These factors include raw material prices, intense competition, end users, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, it includes the revenue generated from the sales of face mask across North America, Europe, Asia-Pacific, and LAMEA.

Dialysis is a technique used to remove waste products such as urea and creatinine from blood, which occurs from inappropriate functioning of kidneys and is usually required for people suffering from chronic renal failure. This procedure is performed for treating kidney disorders and is classified into two types—hemodialysis and peritoneal dialysis. In hemodialysis, blood is pumped out of blood vessels and is purified with the help of dialyzer and then returned back to the body through vascular access. In peritoneal dialysis, the principle of the procedure remains same; however, the inner lining of stomach called peritoneum is used as a filter to purify blood.

Baby diaper machines and adult incontinence machines are gaining popularity due to rising awareness among population to use baby diapers and adult diapers for better hygiene. Baby diapers and adult incontinence machines are used to manufacture adult diapers, feminine napkins, under pads, and other hygiene products. Adult incontinence machines are used to manufacture products such as adult incontinence diapers, under pads, sanitary pad, panty shields, and panty liners. Baby diaper machines are used to produce baby diapers such as cloth diapers, disposable diapers, and training nappy.

胶原蛋白与透明质酸均为性能优异的生物医学材料，均拥有医药/医美/化妆品/食品等广泛应用领域。但目前胶原蛋白商业化程度滞后于透明质酸，主要受制于供给端，包括①分子结构差异导致胶原蛋白壁垒更高；②原料规模化生产未取得突破，限制产业链中下游发展；③交联技术尚不成熟，成本高而效期短，终端性价比较低等。

中国医疗美容市场渗透率相比医美成熟经济体还远远偏低，在未来相当长的时间内医美行业还将持续快速发展。近年来，医美需求持续释放，规范化、品牌化、连锁化成为医美行业主旋律，风险成本可控、满足广泛需求的微整形医美满足广泛需求的微整形医美 （非手术类） 成为行业细分增长亮点。