全球宫颈癌负担沉重，HPV 疫苗可有效预防发病。80%以上的女性一生中 至少有过一次HPV 感染。高危型HPV 持续性感染是下生殖道高级别上皮内 病变和癌发生的必要因素，已成为严重威胁女性健康的公共卫生问题。根据 Global Cancer Statistics 2020 和WHO 数据，2020 年，全球宫颈癌确诊人 数60 万例，死亡人数34 万例，中国确诊人数为11 万人，死亡人数为6 万 人。HPV 疫苗接种是预防HPV 感染相关疾病的一级预防措施，可有效阻断 子宫颈癌前病变的发生和发展。

The overall pharma market grew at the forecast compound annual growth rate (CAGR) of 4.7% from 2020–2026, with small molecules and biotech products contributing 43.7% and 30.2%, respectively, to total revenue. Biotech products are expected to drive the growth of the pharma market faster (8.2%) than small molecules (3.0%) between 2020 and 2026. Monoclonal antibodies (Ab) are expected to contribute more than 50% to the biotech product segment.

Cancer diagnostics is the process of detecting various biomarkers, proteins, and certain symptoms that result in the detection of presence of cancerous tumor in patients. Effective diagnostic testing is used to confirm or eliminate the presence of disease, monitor the disease process, and plan and evaluate the effectiveness of treatment. Diagnostic procedures for cancer may include imaging, laboratory tests (including tests for tumor markers), tumor biopsy, endoscopic examination, surgery, or genetic testing.

Many players in the global AI in operating room market have products and solutions which cater to applications such as scheduling, diagnosis, training, and instrument tracking for most of the indications. However, with time, new market entrants are expected to target niche applications and indications. Given the nature and the early phase of developments in the market, many companies have products in the pipeline, and more new players can be continuing their research and development in stealth mode. Thus, it is to be noted that the current market share of companies is subject to change significantly during the forecast period 2021-2030. The following figure indicates the estimated market shares for key players in the global AI in operating room market.

放开生产与销售渠道限制，有利于中药配方颗粒市场扩容。与中药饮 片相比，中药配方颗粒具有安全、有效、方便、质量稳定可控等优点， 经过国家长期政策引导与扶持，中国中药配方颗粒行业逐渐走向规范 化，2021 年11 月试点工作结束，生产与销售限制放开，行业迎来广阔 发展空间。医保端：我们认为从目前医保情况和政策趋势来看，随着国 标实行、配方颗粒进入省级平台挂网，未来将有更多省份把中药配方 颗粒纳入省级医保，最终有望纳入国家医保体系，医保覆盖范围的拓 宽有利于增强终端支付能力；需求端：销售范围拓宽至基层终端市场， 更迎合中药日常消费习惯。

奥密克戎变异毒株的出现让全球新冠确诊人数再次激增。2020年，新冠病毒快速在全球范围扩散。随后，虽然出现阿尔法等变异毒株，但新增确诊病例的数量并未出现大幅激增。2021年11月，南非首次发现出的奥密克戎变异株，其传播能力远超之前的毒株类型。2022年初全球每日新冠确诊人数激增，在2022年1月末达到波峰，最高时单日新增达到426万，奥密克戎也在2022年迅速成为最主要的流行毒株。

mRNA 被称为“万 能钥匙”，理论上能够表达任何蛋白质，可以探索治疗几乎所有基于蛋白质的疾 病。mRNA 技术的应用领域主要分为免疫疗法、蛋白质替代疗法和再生医学疗 法，在新冠疫苗研发中，mRNA 技术首次得到产业化验证，重点体现出其蛋白 表达能力强，研发周期短的独特优势，目前mRNA 技术已逐步推进至蛋白替代 疗法，细胞治疗等领域，其未来产业化应用场景十分丰富。根据BMC 相关统 计，2025 年全球抗体药物市场可达3000 亿美金， mRNA 技术作为可与抗体 媲美的治疗手段，考虑到治疗方式的突破性、新冠疫情的助力以及技术更迭加 速等情况，我们预计未来mRNA 疫苗和药物市场规模也将达到万亿以上。

全国疫情多地反复，上海日新增感染者人数处于高位。今年3 月以 来，我国新冠疫情波及30 个省（区、市），大部分省市疫情总体可控， 吉林省疫情整体呈下降趋势，上海市新增阳性病例仍处于高位，但相 对维持稳定。

The AI in healthcare was introduced back in the 1960s with simple CAD systems for chest X-Ray and mammography applications. In recent years, AI-based systems have shown a stronghold on major technological advancement in the healthcare ecosystem, evolving around patient-centric and value-based care models. According to one of the key vendors of medical imaging Koninklijke Philips N.V., nearly 60% of its research and development activities are dedicated to software, and a large part of these research are on AI.

According to John McCarthy, a professor at the Computer Science Department of Stanford University, AI is defined as “the science and engineering of making intelligent machines, especially intelligent computer programs. It is related to the similar task of using computers to understand human intelligence, but AI does not have to confine itself to methods that are biologically observable”.