2025 年二季度医药行业政策主要集中在以下几个方面：第一，国家推动医药工业数智化转型加速，推动医药产业高质量发展；第二，国家多项政策推动医药行业发展，两部门发文允许进口牛黄试点用于中成药生产，优化创新药临床试验审评审批征求意见；第三，《优化基层医疗卫生机构布局建设的指导意见》印发，进一步健全基层医疗卫生服务体系；第四，国家医保管理进一步加强，开展医保影像云索引上传试点，以智能监管改革试点为抓手，带动智能监管全流程工作质效提升；第五，医保定点医疗机构管理进一步加强，促进定点医疗机构提升管理服务的水平；第六，《医疗器械网络销售质量管理规范》出台，保障医疗器械网络销售质量安全。

A sleep apnea implant is a medical device that is surgically implanted to treat obstructive sleep apnea (OSA). It works by stimulating the hypoglossal nerve, which controls the movement of the tongue and other airway muscles, to prevent obstruction of the airways during sleep. This implantable device helps improve breathing and reduces the severity of sleep apnea symptoms, ultimately promoting better sleep quality.

Sleep apnea diagnostic and therapeutic devices are specially designed devices that help eliminate snoring and prevent sleep apnea (a sleeping disorder in which breathing repeatedly stops and starts). Continuous positive airway pressure (CPAP) machines, mouth appliances, polysomnography devices, home sleep testing devices, and oximeters, among others, are some devices used for sleep apnea diagnostic and therapeutic by various end-users such as hospitals, labs, and home care settings.

X-ray equipment refers to medical imaging devices that use controlled ionizing radiation to create images of internal body structures, aiding in diagnosis, monitoring, and treatment. These systems include stationary, portable, digital, and analog machines for clinical and diagnostic applications.

Retinal drugs are the medications that are used in the treatment of retinal diseases. Anti-vascular endothelial growth factor (VEGF) agents and corticosteroids are the two major drug classes that are being used for the treatment of various retinal diseases such as wet age-related Macular degeneration (AMD), macular edema following retinal vein occlusion (RVO), diabetic macular edema (DME), diabetic retinopathy, and myopic choroidal neovascularization (mCNV). Among them, anti-VEGF agents are considered the gold standard for the treatment of various retinal diseases such as AMD, DME, and RVO.

Global Respiratory Devices Market Size and Growth Analysis - Share, Trends and Forecasts (2025 - 2030）

Renal dialysis is a medical procedure used for patients with chronic kidney disorders. Renal dialysis products and services assist in the normal functioning of the kidneys in patients diagnosed with kidney failure or those with impaired/reduced kidney function.

Refurbished medical imaging equipment refers to devices that have been repaired, refined, and restored to their original condition without altering the product specifications. This process includes replacing worn or damaged parts with original components, updating software to the latest version, cosmetic enhancements like cleaning and painting, functional checks and repairs, calibration for optimal performance, and testing against original or revised release criteria. The critical difference between refurbished and used equipment lies in the systematic restoration of refurbished devices to meet the original equipment manufacturer (OEM) specifications and safety standards.

提振通胀的重要抓手。国家统计局数据显示，2025 年 7 月 CPI 同比持平，距 2% 的通胀目标仍有较大距离；PPI 同比下跌 3.6%，已连续 34 个月处于负区间。宏观层面亟需政策发力以对抗通缩压力。在此背景下，“反内卷”通过遏制行业低价无序竞争、淘汰落后产能等供给侧结构性改革举措，有望直接推动工业品价格回升，进而对 PPI 形成有效拉动，同时，CPI 也有望通过 PPI 的成本传导实现温和上涨。

年初至 2025-08-15,申万行业指数:一级行业:基础化工涨跌幅为 13.10%,沪深 300 指数涨跌幅为 24.10%,基础化工指数跑输沪深 300 指数 10.99 个 pct。本周基础化工板块涨跌幅为 2.46%,沪深 300 指数涨跌幅为 2.37%,基础化工跑赢沪深 300 指数 0.09 个 pct。