随着中国心脏病、脑血管病等疾病患病率和死亡率的升高，整体市场空间不断增加，尤其对于AIS等病症患者而言，当前临床上缺乏能同时兼顾血管和神经修复保护的药物，社会面对具有更优疗效药物的需求日益攀升；目前已进入临床研究阶段的针对AIS的细胞疗法有MSC、NSC和EPC三类，由于其作用机制不同，这三类疗法在治疗窗口等方面存在差异和优劣势；根据作用机理和现有的临床前研究，EPC较MSC具有更优的疗效；相比治疗AIS的传统静脉溶栓、机械取栓和药物疗法，EPC药物给药时间窗更长，可通过促进血管和神经的新生修复有效降低致残致死率及复发率，随着ALF201临床试验的顺利开展，未来EPC药物的优势将进一步显现。

高血压是心血管病主要风险因素之一。中国心血管病患病率处于持续上升阶段，每 5 例死亡中就有 2 例死于心血管病，因此，预防和控制高血压是降低心脑血管发病率的核心策略之一。 根据百心安招股书，中国高血压的患者人数从 2015 年的 2.90 亿人稳步增长至 2019 年的 3.17 亿人，CAGR 为 2.3%；预计于 2030 年 将达到 3.88 亿人，2019 年 2030 年的 CAGR 为 1.8%。

从 2014 年至 2023 年 12 月 15 日，国家药监局共批准 245 个创新医疗器械产品上市，其中 2023 年内获批数量达 56 个。2023 年以来创新医疗器械获批数量超过 2022 年全年水平。2022 年，高端医疗装备国产化有新突破，国家药监局共批准 55 个创新医疗器械产品上市，比 2021 年增加 57.1%。从 2014 年至 2022 年，国家药监局共批准 189 个创新医疗器械。

2022年3月，国家药监局颁布《人工智能医疗器械注册审查指导原则》，对人工智能医疗器械类型进行界定，并对人工智能医疗器械生存周期过程，包括需求分析、数据收集、算法设计、验证确认、更新控制等环节做出了规定，并提供了16类技术考量因素，对AI医疗器械划定完成进一步规范，同年9月，上海市第十五届人民代表大会常务委员会第四十四次会议通过《上海市促进人工智能产业发展条例》并于10月1日实施，作为人工智能领域首部省级地方性法规，鼓励AI医疗发展。

站在当前时点，我们全面积极看好医药行业投资价值。无论是国内市场、或是出海市场，均呈现出多方位的突破创新或者底部反转趋势，有望迎来新成长。医药经历了近三年调整，目前配置、估值仍处于历史较低水平，需求端的刚性、供给端的丰富带来行业比较优势，建议积极加强配置。

Allergy rhinitis drugs are used to treat allergic rhinitis, which is an allergic response to specific allergens. An allergen is a harmless substance that has the ability to cause an allergic reaction in conducive conditions. Pollen is considered one of the most common allergens in allergic rhinitis. The other substances that can cause allergic rhinitis are mold, animal dander, dust, and others.

Adult vitamin gummies are a type of dietary supplement that is specifically formulated for adults. These gummies are a popular alternative to traditional vitamin pills or capsules as gummies are chewable and have a pleasant taste, which can make them more palatable and enjoyable to consume. Adult vitamin gummies typically contain a combination of essential vitamins and minerals like vitamin C, vitamin D, and vitamin B and minerals such as zinc and iron. These gummies are designed to help bridge the nutritional gap in adult diets and support overall health and well-being.

Aesthetic lasers are non-surgical, non-invasive procedures that are safe and effective for most skin types and skin tones. It involves the utilization of specific wavelengths of light to target and treat various skin concerns, such as wrinkles, scars, pigmentation issues, hair removal, and tattoo removal. Aesthetic lasers are designed to deliver controlled and precise energy to the skin, promoting collagen production and skin rejuvenation, resulting in improved skin texture and appearance

Fetal Doppler is a critical tool in prenatal care, revolutionizing the way healthcare professionals monitor the health and wellbeing of unborn babies. This non-invasive diagnostic technique uses the Doppler effect to measure and assess blood flow within fetal vessels, providing essential information about the fetal heart rate and overall cardiovascular health.

A heightened awareness of oral hygiene, elevated income levels, rapid technological advances, and the burgeoning phenomenon of dental tourism have significantly influenced the dental water floss market. The escalating recognition that oral health plays in overall well-being has spurred a greater inclination among individuals to seek productive and reasonable methods of upholding dental hygiene standards.