国家药监局附本月新增疫苗批签发4404.23万支，同比增长48.55%。条件批准2 款国产新冠疫苗上市。中国新冠疫苗接种率计划在2021年6月达到40%。根据中国疾病预防控制中心计划，我国的疫苗接种率有望于2021年6月达到40%， 新冠疫苗和接种费用由医保基金负担，财政给予适当补助。

Holter monitors are small, battery-powered medical devices that record the activities of the heart such as rate and rhythm. The Holter monitor was first developed at the Holter research laboratory in Helena Montana by experimental physicists Norman J. Holter and Bill Glasscock, who initiated work on radio telemetry in 1949. In the early 1950s, inspired by a suggestion from cardiologist Paul Dudley White, efforts were shifted toward the development of a wearable cardiac monitoring device. The Holter monitor was first commercially released in 1962. Since their inception, these devices have been a cornerstone for diagnosing suspected arrhythmias in patients across age groups. Conventional Holter monitors allow continuous registration of three or more leads for 24–48 hours. Latest generation Holter monitors allow continuous electrocardiogram (ECG) registration from 14 days to 60 days. Such prolonged monitoring with Holter monitors will increase the diagnostic yield of devices, especially for rhythm disturbances, which are infrequent yet recurrent.

The application of enzymes in industrial activities has revolutionized the industrial sector. The rise in the economically prosperous world population and the increase in demand for food and beverages are expected to drive the market. In 2019, the industrial enzymes market was valued at $5 billion. By the end of 2035, segments such as biofuel, cleaning, and food and beverage are expected to enhance the growth of the market by 39%. The market is highly dominated by North America followed by western Europe, especially in segments such as animal feed and cleaning agents. While a diverse range of enzymes are used across industries, Novozymes continue to remain the market leader for the industrial segment. Stimulated by high demand from the APAC markets (China, India, and Japan), the region is expected to grow at the fastest CAGR of over 6% during the forecast period.

Atrial fibrillation, also called AFib or AF, is an irregular and often rapid heart rate that can increase the risk of strokes, heart failure (HF) and other heart-related complications. During AF, the heart’s two upper chambers (the atria) beat chaotically and irregularly without proper coordination with the two lower chambers (the ventricles) of the heart. In AF, the irregular heartbeat results in ineffective blood circulation out of the heart and through the body. This causes blood collecting, or pooling, in the heart where clots can form. In case a clot travels to the brain, a stroke can occur. People with AF are at 5-7 times higher risk of a stroke than the general population.

新冠疫苗作为公共品须政府主导规划，中国政府将推进新冠疫苗的全民接种，基于中国接种率显著低于发达地区以及更多中国疫苗的获批上市与产能投放。随着中国疫苗产能释放，我们认为接种计划可能分步推进，第一步为高危人群接种（<5%人口）、基本已在1-2M21 完成，第二步为易感人群接种（30~40%人口）、预计3~6M21 开展，第三步可能推广至全民、预计2H21开展，产业链相关公司包括智飞生物、康希诺、康泰生物、复星医药等。

瑞丽医美12 月赴港IPO，作为杭州代表性中型连锁机构其募资计划中也透露出对医美终端品牌化、连锁化之信心，积极寻求自建扩张及业内并购机会。

全球新冠日增确诊病例拐点已现，我们经测算预计2021 年上半年海外抗原检测试剂及国内核酸检测试剂需求持续旺盛，建议关注东方生物、万孚生物、达安基因、之江生物；长期看疫情极大促进了PCR 行业发展，有望成为行业龙头者将受益，建议关注圣湘生物、华大基因。

2018年中国新发肿瘤人数高达428.5万人，占全球新发癌症病例数的四分之一，2014-2018年CAGR为2.8%，高于全球的2.5%及美国的1.0%，预计未来仍保持高于全球平均水平的增速。

产业趋势分析：跨国药企剥离生产职能及新兴制药企业管线占比逐渐提升整体带来生产外包率持续提升 & MAH 制度共振下国内内生需求持续爆发。