助消化药物从药物治疗机制角度可分为胃动力促进药物、消化酶制剂、胃酸抑制药物和消食剂 4 个种类。中国助消化药物经历了约50年的发展历史，进入20世纪前，消化不良临床治疗以胃动力促进药物为主，且药品多来源于海外品牌。2000年开始，中国用药市场开始引进促胃动力和抑酸领域的全球性新药，为患者提供更优质治疗体验。近年中国助消化药物市场已有多种原研新药上市，初步打破海外品牌垄断，本土药品优势逐渐显现。中国助消化药物市场规模在历史测算期间和未来预测期间均呈现稳步提升趋势，用药市场对助消化药物治疗机制差异化和更优疗效的追求催化竞争格局呈梯队发展。

上周（2024.03.04-2024.03.08）医药生物报收 7413.3 点，下跌 2.24%；中药Ⅱ报收 6780.04 点，下跌 0.17%；化学制药报收 9204.26 点，下跌 1.96%；生物制品报收 6980.94 点，下跌 3.59%；医药商业报收 5562.04 点，下跌 0.68%；医疗器械报收 6598.59 点，下跌 1.56%；医疗服务报收 5112.14 点，下跌 5.18%。医药板块出现回调，其中，医疗服务、生物制品跌幅较大，中药板块跌幅最小。

2024年两会：“积极培育新兴产业和未来产业。……加快前沿新兴氢能、新材料、 创新药等产业发展，积极打造生物制造、商业航天、低空经济等新增长引擎。制定未来产业发展规划，开辟量子技术、生命科学等新赛道，创建一批未来产业先导区。”

从 2023 年 7 月到 2024 年 2 月，未实行门诊统筹政策的地级市从 204 个减少至 146 个，落地统筹门店数量从 48052 家增加至 67665 家，低起付线地区占比有所提升，多数地区年度限额仍然较低，药店端报销比例明显向好，互联网医院处方接受度显著提升，整体利好药店行业扩容。此外，头部药店布局地区政策大多较为宽松，且后续仍存在优化空间，考虑到头部药店获取统筹资质难度更低，且规模及品种优势明显，市场集中度有望加速提升。

当前，SORA 颠覆科技想象，创新药进入全球市值十强，人类社会处于奇点突变与新技术涌现的史无前例的新纪元。我们梳理了全球 20 多万项临床试验、3000 多家医药医疗上市公司、近 15 年全球重磅药大单品及其适应症与靶点，以及创新药产业链上游 CDMO（合同定制研发生产企业）与下游医药商业的情况及海量数据，得出 3 大结论：（1）创新药是高科技，成果兑现中：（2）中国创新药崛起中（见正文数据）；（3）全球创新药压力与机会并存，热点迭出，将是高成长投资标配。我们总结了创新药产业链 2024 年值得关注的 10 大关键词与创新药 4 大热点赛道，以期给投资者与行业企业有益的参考。

当周（3.4-3.8）申万医药指数环比-2.24%，涨跌幅列全行业第 24 位，跑输创业板指数，跑输沪深 300 指数。本次专题，我们对 NASH 元年后面还有什么看点催化进行梳理，供各位参考。市场当周略微震荡上行，医药表现弱于市场，尤其是周四出现大幅下跌。医药细分来看，脑机接口、减肥药表现较好，活跃度 较高。个别老主题龙头表现尚可。CXO 当周博弈比较厉害。基药有阶段性表现。一些低估值也有一定表现。

Professional AV audio-visual (AV) solutions or pro AV equipment are systems involved in transmitting multiple high-quality live audio and video signals to multiple devices, among other transmissions uncompressed in nature. Pro AV systems are broadly used in live events, broadcast facilities, commercial installations, recording, and post-production.

It is a novel class of small molecules with the dual mechanism as estrogen receptor antagonist (ER) and degrader. SERDs are a type of hormonal therapy used in the treatment of ER-positive/HER2-negative locally advanced or metastatic breast cancer. They can be employed as monotherapy or in combination with other drugs. SERDs are considered one of the most revolutionary cancer therapies due to their superior clinical profile and ease of administration impacting the quality of life of breast cancer patients positively.

Intraoperative diagnostic imaging systems refer to medical imaging technologies and devices that are used during surgical procedures. These systems provide real-time imaging capabilities to surgeons and medical professionals within the operating room to assist in visualizing anatomical structures and guide surgical interventions.

According to World Health Organization (WHO), mental health is defined as a ‘state of well-being in which an individual realizes his or her abilities, can cope with the normal stresses of life, can work productively, and can contribute to his or her community. Furthermore, according to MentalHealth.gov (a sub-division of the U.S. Department of Health & Human Services), mental health comprises emotional, psychological, and social well-being.