宏观视角（含综合性分析报告、投融资、管线等涉及多类别领域的报告）
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序号 | 发布单位 | 标题 | 链接 | 日期 | 备注 |
1 | WHO | Arenaviridae Research & Development Roadmap | https://cdn.who.int/media/docs/default-source/consultation-rdb/arenaviridae-r-d-roadmap.pdf?sfvrsn=f898cc59_3&download=true | 2026/3/12 | |
2 | 国泰海通证券 | 2026年医药产业政策展望：“两会”绘蓝图，“十五五”新征途 | https://www.fxbaogao.com/view?id=5298223&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/3/12 | 需注册账号，每日限制次数阅读、收费下载 |
3 | 国信证券 | 创新药盘点系列报告（25）：IgA肾病药物已进入商业化兑现期 | https://pdf.dfcfw.com/pdf/H3_AP202603121820524391_1.pdf?1773341960000.pdf | 2026/3/12 | |
4 | 东吴证券 | 创新药进入收获期，仿制药CRO/CDMO困境反转 | 2026/3/12 | 需注册账号，每日限制次数下载 | |
5 | 药智 | 2025年度中国医药领域专利发展分析报告 | https://db.yaozh.com/reportcenter/info/id/550.html | 2026/3/9 | 需提供信息查阅、下载 |
6 | 国泰海通证券 | AI制药持续进展，跨国药企布局加速 | https://www.fxbaogao.com/view?id=5291802&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/3/9 | 需注册账号，每日限制次数阅读、收费下载 |
7 | 万联证券 | 医药生物行业深度报告：投融资与出海双轮驱动，CXO迎来景气度修复与全球化新周期 | https://pdf.dfcfw.com/pdf/H3_AP202603091820422805_1.pdf?1773095033000.pdf | 2026/3/9 | |
8 | 信达证券 | 新兴生物技术专题报告：小核酸药物方兴未艾，海外创新与国内崛起共振 | https://pdf.dfcfw.com/pdf/H3_AP202603091820404498_1.pdf?1773055030000.pdf | 2026/3/9 | |
9 | 信达证券 | 临床CRO行业深度跟踪：供需关系改善，有望驱动订单量价齐升 | https://pdf.dfcfw.com/pdf/H3_AP202603091820404498_1.pdf?1773055030000.pdf | 2026/3/9 | |
10 | 国金证券 | 医药行业研究：靶蛋白降解：下一代颠覆性治疗范式迎来商业化元年 | https://pdf.dfcfw.com/pdf/H3_AP202603101820434538_1.pdf?1773128891000.pdf | 2026/3/6 | |
11 | 国泰海通证券 | 延续心血管优势，核酸药物递送加速破局 | https://www.fxbaogao.com/view?id=5286735&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/3/5 | 需注册账号，每日限制次数阅读、收费下载 |
12 | 艾昆纬 | The Human Edge of AI: Building Trust, Safety and Value in Regulated Healthcare Systems | https://www.iqvia.com/library/white-papers/building-trust-safety-and-value-in-regulated-healthcare-systems | 2026/3/5 | |
13 | 头豹研究院 | 2026年过敏性鼻炎药物品牌推荐双效合一，快速通鼻 | https://pdf.dfcfw.com/pdf/H3_AP202603051820308917_1.pdf?1772741320000.pdf | 2026/3/5 | |
14 | 埃森哲 | 从实验室到生产线 重新定义生物制药 | https://pdf.dfcfw.com/pdf/H3_AP202602281820143602_1.pdf?1772313511000.pdf | 2026/2/28 | |
15 | 浙商证券 | 临床前CRO系列专题报告（一）：实验猴供需缺口大，持续看好临床前CRO深度研究 | https://www.fxbaogao.com/view?id=5278312&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/27 | 需注册账号，每日限制次数阅读、收费下载 |
16 | 国信证券 | 海外制药企业2025Q4&全年业绩回顾：2026会是下一个BD大年吗？ | https://pdf.dfcfw.com/pdf/H3_AP202602271820085454_1.pdf?1772184151000.pdf | 2026/2/26 | |
17 | 国泰海通证券 | FXI/FXIa抑制剂行业研究报告：从靶点到管线，FXI引领抗凝产业新变革 | https://www.fxbaogao.com/view?id=5273273&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/25 | 需注册账号，每日限制次数阅读、收费下载 |
18 | 高盛 | Byte-ology: Quantifying AI’s value creation in drug development | https://www.fxbaogao.com/view?id=5272705&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/20 | 需注册账号，每日限制次数阅读、收费下载 |
19 | 上海现代服务业联合会&荣续智库 | 医养康行业ESG白皮书 | https://www.fxbaogao.com/view?id=5274571&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/20 | 需注册账号，每日限制次数阅读、收费下载 |
20 | Morgan Stanley | 北美生物制药行业观点更新 | https://www.fxbaogao.com/view?id=5272710&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/20 | 需注册账号，每日限制次数阅读、收费下载 |
21 | 新世纪评级 | 医药制造与流通行业2025年信用回顾与2026年展望 | https://www.fxbaogao.com/view?id=5274583&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/15 | 需注册账号，每日限制次数阅读、收费下载 |
22 | McKinsey | Life sciences: Dealmaking gains momentum as strategic pressures intensify | https://www.mckinsey.com/capabilities/m-and-a/our-insights/life-sciences-dealmaking-gains-momentum-as-strategic-pressures-intensify | 2026/2/13 | 需提供信息下载 |
23 | DRAKE STAR PARTNERS | 远程医疗：2025年回顾与2026展望 | https://pdf.dfcfw.com/pdf/H3_AP202602101819861840_1.pdf?1770801724000.pdf | 2026/2/11 | |
24 | 中诚信国际 | 中国医药制造行业展望 | https://pdf.dfcfw.com/pdf/H3_AP202602111819874195_1.pdf?1770818751000.pdf | 2026/2/11 | |
25 | 德勤 | 2026年生命科学行业展望：生命科学行业高管认为企业财务前景比较乐观，但需在复杂国际局势中增强韧性 | https://pdf.dfcfw.com/pdf/H3_AP202602091819838338_1.pdf?1770663694000.pdf | 2026/2/9 | |
26 | 艾昆纬 | 优化早期临床试验以实现快速、基 于证据的决策 | https://pdf.dfcfw.com/pdf/H3_AP202602111819871322_1.pdf?1770809000000.pdf | 2026/2/9 | |
27 | ITIF | Tracking R&D Leadership: US Advantage Narrowing as China Gains Groun | https://www.fxbaogao.com/view?id=5263576&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/9 | 需注册账号，每日限制次数阅读、收费下载 |
28 | 艾昆纬 | 中东非洲药品商业洞察（第三十八版） | https://pdf.dfcfw.com/pdf/H3_AP202602281820143624_1.pdf?1772313733000.pdf | 2026/2/9 | |
29 | 美国癌症协会 | 医药：癌症事实与数据2026 | https://pdf.dfcfw.com/pdf/H3_AP202602071819822659_1.pdf?1770565915000.pdf | 2026/2/8 | |
30 | 药智 | 2025年度全球医药交易分析报告 | https://db.yaozh.com/reportcenter/info/id/537.html | 2026/2/6 | 需提供信息查阅、下载 |
31 | 广州中康资讯 | 《中国创新药蓝皮书（2025）》报告第一章 | https://pdf.dfcfw.com/pdf/H3_AP202602061819815133_1.pdf?1770416780000.pdf | 2026/2/6 | |
32 | 海通国际 | 美国医药调研反馈：肿瘤、代谢、自免、中枢神经系统赛道推荐更新 | https://www.fxbaogao.com/view?id=5259033&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/6 | 需注册账号，每日限制次数阅读、收费下载 |
33 | 西南证券 | 创新药专题：中国声音响彻2026年JPM大会 | https://pdf.dfcfw.com/pdf/H3_AP202602061819806370_1.pdf?1770389935000.pdf | 2026/2/6 | |
34 | 国泰海通证券 | 美国医药调研及JPM大会后反馈 | https://www.fxbaogao.com/view?id=5257867&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/2/5 | 需注册账号，每日限制次数阅读、收费下载 |
35 | 头豹研究院 | 2025年中国生物创新药市场跟踪报告：司美格鲁肽2025年第一季度市场回顾 | https://pdf.dfcfw.com/pdf/H3_AP202602041819774404_1.pdf?1770239567000.pdf | 2026/2/4 | |
36 | 智药局 | 2025 AI制药行业研究报告 | https://mp.weixin.qq.com/s/vqYQG9S2OJ-PtbaoRAa58A | 2026/2/4 | 需提供信息获取 |
37 | 药智 | 2025年度全球新药研发进展 | https://db.yaozh.com/reportcenter/info/id/535.html | 2026/2/2 | 需提供信息查阅、下载 |
38 | 信达证券 | “政策引导&技术支持”助力AI医疗崛起，蚂蚁阿福或成C端应用范例 | https://pdf.dfcfw.com/pdf/H3_AP202601301818576386_1.pdf?1769780721000.pdf | 2026/1/28 | |
39 | 摩熵咨询 | 2025全球罕见病行业发展报告：政策演进、市场趋势与领先企业布局 | https://pdf.dfcfw.com/pdf/H3_AP202601281818514005_1.pdf?1769635872000.pdf | 2026/1/26 | |
40 | 中邮证券 | 医药生物行业：国家统计局公布各项经济与人口数据，65岁及以上人口占比进一步提升 | https://pdf.dfcfw.com/pdf/H3_AP202601261818423652_1.pdf?1769439930000.pdf | 2026/1/26 | |
41 | 国信证券 | 医药生物行业2026年投资策略：关注创新出海，重视新技术方向 | https://pdf.dfcfw.com/pdf/H3_AP202601271818448366_1.pdf?1769501702000.pdf | 2026/1/26 | |
42 | 开源证券 | 北交所策略专题报告：药械出海获顶层设计加速，掘金北交所、新三板专精特新稀缺资产 | https://www.fxbaogao.com/view?id=5239334&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/25 | 需注册账号，每日限制次数阅读、收费下载 |
43 | PitchBook | The Chinese Biopharma Landscape: Where New Assets Are Born（新兴技术研究：中国生物医药格局：新资产诞生之地） | https://pdf.dfcfw.com/pdf/H3_AP202602071819822655_1.pdf?1770566304000.pdf | 2026/1/23 | |
44 | FDA | Advancing Health Through Innovation: New Drug Therapy Approvals 2025 | https://www.fda.gov/media/190705/download?attachment | 2026/1/23 | |
45 | 广州洞犀企业咨询 | 口腔产业投融资观察（2025） | https://pdf.dfcfw.com/pdf/H3_AP202601231818320268_1.pdf?1769185770000.pdf | 2026/1/23 | |
46 | 信达证券 | CXO行业跟踪报告：高景气度有望持续，JPM大会更新要点解读 | https://pdf.dfcfw.com/pdf/H3_AP202601231818303539_1.pdf?1769156127000.pdf | 2026/1/22 | |
47 | 摩熵咨询 | IgA肾病药物研发全景及已上市药物市场竞争格局报告 | https://consult.pharnexcloud.com/report/detail/114355.html | 2026/1/22 | 需注册账号，每日限制次数下载 |
48 | 中邮证券 | AI制药：从降本增效到分子创新，数据生产构筑长期壁垒 | https://pdf.dfcfw.com/pdf/H3_AP202601221818269607_1.pdf?1769094912000.pdf | 2026/1/22 | |
49 | 西南证券 | 药品专题报告：2025年药品BD出海总结 | https://pdf.dfcfw.com/pdf/H3_AP202601211818190934_1.pdf?1768988442000.pdf | 2026/1/21 | |
50 | WHO | WHO's response to the global mpox outbreak | https://cdn.who.int/media/docs/default-source/documents/health-topics/monkeypox/who-s-response-to-the-global-mpox-outbreak-donor-report-august-2025-september-2025.pdf?sfvrsn=e0c3fb48_3&download=true | 2026/1/21 | |
51 | 艾昆纬 | An Agentic AI-Powered Consumer Health Revolution: Scenarios on How Foundation Models and AI Agents Could Transform Discovery, Trust, and Commerce | https://www.iqvia.com/-/media/iqvia/pdfs/library/white-papers/an-agentic-ai-powered-consumer-health-revolution.pdf | 2026/1/20 | |
52 | Vi Labs | State of AI in Wellness 2026 | https://www.fxbaogao.com/view?id=5232069&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/20 | 需注册账号，每日限制次数阅读、收费下载 |
53 | UBS AG | Q-Series Redux: Global Medtech Dragons through the gate; entering a new era ofcompetition | https://www.fxbaogao.com/view?id=5227146&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/15 | 需注册账号，每日限制次数阅读、收费下载 |
54 | 西南证券 | CXO跟踪报告：关注新分子的成长性与国内景气度修复的传导 | https://pdf.dfcfw.com/pdf/H3_AP202601151817082480_1.pdf?1768510551000.pdf | 2026/1/15 | |
55 | 硕远咨询 | 2025年中国母婴医疗服务行业市场研究报告 | https://www.fxbaogao.com/view?id=5223219&requestId=2601194187293593&query=%7B%22keywords%22%3A%222025年中国母婴医疗服务行业市场研究报告%22%2C%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/14 | 需注册账号，每日限制次数阅读、收费下载 |
56 | 药智 | 2025年度中国上市药品分析报告 | https://db.yaozh.com/reportcenter/info/id/528.html | 2026/1/14 | 需提供信息查阅、下载 |
57 | McKinsey | Capturing value from customer-centric medtech services | https://www.mckinsey.com/industries/life-sciences/our-insights/capturing-value-from-customer-centric-medtech-services | 2026/1/14 | 需提供信息下载 |
58 | 艾昆纬 | Clinical Trials in Tuberculosis Across Asia Pacific: Navigating Challenges and Exploring Solutions | https://www.fxbaogao.com/view?id=5241337&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/13 | 需注册账号，每日限制次数阅读、收费下载 |
59 | 药智 | 2025年度CDE药审分析报告 | https://db.yaozh.com/reportcenter/info/id/526.html | 2026/1/13 | 需提供信息查阅、下载 |
60 | Capgemini | Smart bet,only option,or both? Biopharma R&Dturns to Al. | https://www.capgemini.com/wp-content/uploads/2026/01/140126CRI_Gen-AI-in-Lifesciences-_Final-interactive-1.pdf | 2026/1/13 | |
61 | 头豹研究院 | 2025年中国带状疱疹疫苗行业洞察报告：免疫需求扩容+政策红利加持背景下，百克生物率先获批，国产疫苗如何承接市场？ | https://pdf.dfcfw.com/pdf/H3_AP202602241819998923_1.pdf?1771961794000.pdf | 2026/1/13 | |
62 | 艾昆纬 | A New, AI-Augmented Horizon for Safety and Pharmacovigilance:Expert Predictions for 2026 | https://www.fxbaogao.com/view?id=5224741&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/12 | 需注册账号，每日限制次数阅读、收费下载 |
63 | 中泰证券 | 脑机接口、小核酸行情如火如荼，积极把握医药春躁行情 | https://www.fxbaogao.com/view?id=5221193&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/11 | 需注册账号，每日限制次数阅读、收费下载 |
64 | 艾昆纬 | 肺动脉高压临床试验教育者的演进与影响 | https://pdf.dfcfw.com/pdf/H3_AP202601071816825683_1.pdf | 2026/1/8 | |
65 | 万联证券 | 2025FDA新药全景：创新疗法与市场变革——医药生物行业跟踪报告 | https://pdf.dfcfw.com/pdf/H3_AP202601081816835695_1.pdf?1767860577000.pdf | 2026/1/8 | |
66 | 艾昆纬 | Trustworthy AI/ML for Patient Analytics and Research | https://www.iqvia.com/-/media/iqvia/pdfs/library/white-papers/trustworthy-aiml-for-patient-analytics-and-research---final.pdf | 2026/1/7 | |
67 | 联合资信评估 | 医药制造行业2026年度信用风险展望 | https://pdf.dfcfw.com/pdf/H3_AP202601071816798126_1.pdf?1767808943000.pdf | 2026/1/7 | |
68 | McKinsey | The emerging epicenter: Asia’s role in biopharma’s future | https://www.mckinsey.com/industries/life-sciences/our-insights/the-emerging-epicenter-asias-role-in-biopharmas-future#/ | 2026/1/7 | 需提供信息下载 |
69 | 太平洋证券 | 医药行业2026年度策略报告：创新药产业链景气度持续提升 | https://pdf.dfcfw.com/pdf/H3_AP202601061815853167_1.pdf?1767687989000.pdf | 2026/1/6 | |
70 | 爱建证券 | 2026年医药行业投资策略：创新出海新征程，寻找需求新增量 | https://pdf.dfcfw.com/pdf/H3_AP202601061815857250_1.pdf?1767688824000.pdf | 2026/1/6 | |
71 | 招商证券 | 全球医药、医疗行业：2026年关注慢病迭代经营质量和现金流 | https://www.fxbaogao.com/view?id=5215406&requestId=&query=%7B%22reportTypes%22%3A%5B%2212%22%2C%2213%22%5D%7D&index=0&pid=&xid= | 2026/1/5 | 需注册账号，每日限制次数阅读、收费下载 |
72 | 北京蛋黄科技 | 2025创新药及供应链年度创新白皮书：分化加速，行业回归平台与产品价值 | https://pdf.dfcfw.com/pdf/H3_AP202601041814560749_1.pdf?1767525627000.pdf | 2026/1/4 | |
73 | 太平洋证券 | 2026年度医药行业投资策略：聚焦创新，共赴新程 | https://pdf.dfcfw.com/pdf/H3_AP202601041814519850_1.pdf?1767519175000.pdf | 2026/1/4 | |
74 | 艾昆纬 | 中风领域的发展：关键管道和临床试验见解 | https://pdf.dfcfw.com/pdf/H3_AP202601041814560829_1.pdf?1767526172000.pdf | 2026/1/4 |
