2020 年5 月20 日，国家发展改革委公布《公共卫生防控救治能力建设方案》并附《重大疫情救治基地应急救治物资参考储备清单》。

特色原料药产业进入生态重构期，产业趋势和估值中枢成为投资新课题。2017 年以来， 中国特色原料药公司基于国内产业链的重构，进入发展的新阶段，中游API 环节因环保、 DMF 备案等因素产业进入集中度加速提升的阶段，下游制剂基于集采的影响集中度提升 也是未来重要的趋势，这为整个产业链的加速重构提供了难得的窗口期（我们在历次报告 中称之为“前向一体化窗口期”），而特色原料药板块的估值中枢成为投资者面临的困惑， 为了探讨这个发展阶段产业的趋势和生态演绎，我们开展了海外系列研究，以期对国内特 色原料药的研究、投资提供参考。

继我们4 月23 号专题外发后，4 月25 日，商务部、海关总署和市场监 督管理总局下发12 号通知，允许“海外单证”企业出口防疫物资，要求 企业提交声明，承诺产品符合进口国质量标准和安全要求，海关凭医保 商会企业清单验放。截至5 月25 日，在国内企业中，共29 家获得NMPA 资质，其中持有国内外双证企业23 家；医保商会清单企业中，共有188 家获得海外出口资质。

CBD (known as cannabidiol) is an intoxicating compound extracted from marijuana or hemp plants. It is generally extracted in the form of powder and is usually mixed with various types of oils such as olive, coconut, or hemp oil, to increase the effectiveness of CBD in varied applications. CBD based products possess anti-inflammatory, antioxidant, and skin soothing properties. The presence of such outstanding properties in a single blend makes CBD as one of the key components in skin care and personal care products. The report scope includes market only for “cannabidiol” based skin care products. The scope does not include skin care products with labels other than “cannabidiol”. The report includes various type of skin care products manufactured with cannabidiol, namely, oils, cleansers, masks & serums, creams & moisturizers, and others. The others product type segment includes hair care, shave creams, shower foams, and bath bombs.

2020年1-4月，医药行业主要运行指标呈现以下特点：一是行业固定资产投资额同比下降2.7%，降幅继续收窄；二是医药行业工业增加值增速为零；三是行业零售额增速有所加快，同比增长4.3%；四是医药行业营业收入增速和利润增速仍维持负增长，行业营业务收入和利润总额同比分别下降5.6%和7.4%。

2020年1-3月，医药行业主要运行指标呈现以下特点：一是行业固定资产投资额同比下降11.9%，降幅有所收窄；二是医药行业工业增加值同比下降2.3%；三是行业零售额增速有所加快，同比增长2.9%；四是医药行业营业收入增速和利润增速均有较大幅度下降，营业务收入和利润总额同比分别下降8.9%和15.7%。

2020年1-2月，医药行业主要运行指标呈现以下特点：一是行业固定资产投资增速呈现断崖式下滑，投资额同比下降22.1%；二是医药行业工业增加值同比下降12.3%；三是行业零售额增速放缓，同比增长为0.2%；四是医药行业营业收入增速和利润增速均出现较大幅度下降，营业务收入和利润总额同比分别下降8.6%和10.9%。

The report provides market dynamics and trends related to the global hybrid operating room market. In addition, it presents the estimations and forecast of the market. The study estimates the revenue generated from the sales of hybrid operating room; however, it excludes the hybrid operating room service revenue. The valuations comprise revenue generated from hybrid operating room product type such as intraoperative diagnostic system, operating room fixtures, communication systems and tools, and others. Furthermore, the report excludes revenue generated from post-sale services of hybrid operating room.

An ideal care management solution addresses all the problems faced in five critical parts of the healthcare system i.e. data integration, patient stratification and intake, patient engagement, care coordination, and performance measurement. These solutions are observing a significant rise in the demand from the current market perspective.  There is a swelling pressure on healthcare providers to cut the overall costs and improve patient care. The challenges in the digital transformation of the healthcare industry can be envisaged considering the process of version control when it comes to managing millions of non-uniform electronic patient records, integrating with social and healthcare information, personal data privacy, drug theft, and counterfeiting and developing infrastructure to connect countless trusts, hospitals, surgeries, and clinics. Care management, when done at its best, tends to reduce the cost and increase the quality of care for those individuals identified in the program. While Medicare data suggests that only 5% of a healthcare organization’s population consumes 50% of its resources, health systems must look beyond that 5% and also use a strategy that may allow them to identify and work with the people they may impact the most.