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 | 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 | |
2 | 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 |
3 | 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 |
4 | 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 | 2026-01-08 | |
5 | 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 | 2026-01-08 | |
6 | 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 | 2026-01-07 | |
7 | 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#/ | 2026-01-07 | 需提供信息下载 |
8 | 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 | 2026-01-06 | |
9 | 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 | 2026-01-06 | |
10 | 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= | 2026-01-05 | 需注册账号，每日限制次数阅读、收费下载 |
11 | 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 | 2026-01-04 | |
12 | 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 | 2026-01-04 | |
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 | 2026-01-04 |
