金吾财讯 | 医药股继续走强,微创脑科学(02172)涨25.92%、微创医疗(00853)涨14.71%、药明生物(02269)涨8.15%、药明合联(02268)涨8.13%、锦欣生殖(01951)涨6.35%、科伦博泰生物-B(06990)涨5.71%、联邦制药(03933)涨5.59%、华华昊中天医药(02563)涨5.42%、药明康德(02359)涨3.67%、微创机器人-B(02252)涨3.45%、先健科技(01302)涨3.14%
太平洋证券报告指出,2025年3月11日,国家医保局发布《神经系统类医疗服务价格项目立项指南(试行)》,其中专门为脑机接口新技术前瞻性单独立项,设立了“侵入式脑机接口置入费”、“侵入式脑机接口取出费”、“非侵入式脑机接口适配费”等价格项目,这意味着,一旦脑机接口技术成熟,快速进入临床应用的收费路径已经铺好。根据麦肯锡估算,预计在2030—2040年间,全球脑机接口在医疗领域应用的潜在市场规模有望达到400亿—1450亿美元,其中严肃医疗应用的潜在市场规模介于150亿—850亿美元,而消费医疗应用的潜在市场规模介于250亿—600亿美元。另外,近期多家医药头部企业宣布接入AI大模型,医药行业有望迎来新机遇。平安好医生(01833)在“平安医博通”多模态大模型等基础上,已完成DeepSeek部署及部分场景应用验证;京东健康(06618)发布了医院全场景应用大模型产品“京东卓医”,自有的医疗大模型“京医千询”已接入GPT系列、DeepSeek等通用模型,并启动开源;方舟健客(06086)已成功接入DeepSeek开源大模型并完成本地化部署,为用户提供处方审核等定制化服务;阿里健康(00241)其“DoctorYou”智能诊断系统结合DeepSeek技术,有望提升在辅助诊断等场景的表现。
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