It is related to the top-level design of AI+ medical development, and another major measure is taken at the policy level. Recently, the Ministry of Industry and Information Technology, the Ministry of Commerce, the National Health Commission, the National Health Insurance Administration, the State Data Administration, the State Administration of Traditional Chinese Medicine and the State Administration of Drug Administration jointly issued the "Implementation Plan for Digital and Intelligent Transformation of the Pharmaceutical Industry (2025-2030)" (hereinafter referred to as the "Implementation Plan"), clarifying that digital and intelligent transformation is an important path for the pharmaceutical industry to achieve high-quality development, and aims to drive the upgrading of the entire industrial chain through technologies such as artificial intelligence and big data, and promote the high-end, intelligent, green and integrated development of the industry.

Against the backdrop of accelerated iteration of global pharmaceutical technology and intensified industrial competition, the traditional pharmaceutical industry faces pain points such as long R&D cycle, high production costs, and insufficient supply chain resilience. Digital and intelligent technologies such as artificial intelligence provide core driving force for the transformation and upgrading of the pharmaceutical industry by breaking through R&D bottlenecks and optimizing production processes and circulation systems, and become the key support for achieving high-quality development.

It is worth noting that Ark Jianke (06086.HK), the "first stock in AI chronic disease management", relies on the "AI+H2H (Hospital to Home) smart medical new ecosystem", empowers chronic disease management, doctor assistance and precise services through AI technology, and has verified the core value of digital intelligence in improving the accessibility of medical services and patient experience, providing a practical sample of digital transformation for the Internet medical industry.

Policy leads to anchor development paths, and dual-stage goals drive full-chain upgrade

In recent years, the country has successively issued a number of policy documents such as the "14th Five-Year Plan for the Development of the Pharmaceutical Industry", "Action Plan for the High-Quality Development of the Pharmaceutical Industry (2023-2025), "Action Plan for the Digital Transformation of Manufacturing Industry", and "Opinions on Comprehensively Deepening the Supervision Reform of Drug and Medical Devices to Promote the High-Quality Development of the Pharmaceutical Industry", providing systematic support for the digital and intelligent transformation of the pharmaceutical industry. This "Implementation Plan" further refines the transformation path of the entire chain and accelerates the implementation of technology and industrial integration.

At the same time, the "Implementation Plan" puts forward two stages of development goals: by 2027, important progress will be made in the digital transformation of the pharmaceutical industry, and the competitiveness of the entire industry chain and the quality management level of the entire life cycle driven by digital technology will be significantly improved. By 2030, pharmaceutical industry enterprises above the designated size will basically achieve full coverage of digital and intelligent transformation, the innovation capabilities of digital and intelligent technology integration will be greatly improved, the data system of the entire chain of pharmaceutical industry will be further improved, and the digital and intelligent transformation ecosystem of the pharmaceutical industry will be further improved.

Wanlian Securities Research Report stated that digital transformation is the core path to break through problems such as low R&D efficiency, high cost, insufficient production intelligence level, and weak supply chain coordination. The release of the "Implementation Plan" further accelerates the promotion and application of digital and intelligent technologies in the pharmaceutical industry, and the integration of new generation information technology represented by artificial intelligence and pharmaceutical research and development is becoming increasingly in-depth.

CITIC Securities Research Report pointed out that the "Plan" has a high design position, a wide coverage, and a strong support force, and the digital and intelligent implementation of the pharmaceutical industry is expected. Among them, policy guidance integration releases the value of medical data elements, which is expected to empower the development of the medical and health industry. The full chain of digital and intelligent transmission of the pharmaceutical industry is beneficial to the development and production of pharmaceutical industry in the pharmaceutical industry chain, the artificial intelligence tool provider, and the construction of information infrastructure in the pharmaceutical industry.

At present, the digital transformation of the pharmaceutical industry has made progress and breakthroughs in many fields: in terms of R&D, AI target screening, gene and clinical data fusion, and virtual experiments have greatly shortened the R&D cycle; in terms of production, the digital workshop realizes real-time and precise regulation of process parameters, and the intelligent traceability system achieves the coverage of the entire life cycle of drugs; in terms of circulation, the intelligent logistics and blockchain traceability system improves the resilience of the supply chain. At the same time, AI technology has also been widely used in medical service scenarios. Through technological breakthroughs and scenario innovation, the full-cycle model of health management is being reshaped, providing new solutions to problems such as differences in the allocation of primary medical resources, weak service capabilities, data silos, and poor patient compliance.

Breakthrough practices have emerged in the in-depth application of AI technology in pharmaceutical service scenarios. Taking Ark Jianke as an example, it is driven by AI, big data and cloud computing technologies as the core and continues to innovate the chronic disease management service model through technological innovation. In 2024, the platform implemented a comprehensive strategic upgrade to its first "H2H Smart Medical New Ecological Innovation Platform" and created a "AI+H2H Smart Medical New Ecological System" integrating professionalism, intelligence and efficiency, highlighting the core value of AI in improving the accessibility of medical services and optimizing patient experience with personalized health management processes.

Four major actions deploy transformation tasks, and create industry samples for benchmark scenarios

The guidance and guarantee of policies are the solid cornerstone of the digital transformation of the pharmaceutical industry. The "Implementation Plan" deploys 14 key tasks around the four core actions to systematically promote the digital transformation of the pharmaceutical industry. First, the digital and intelligent technology empowerment action will strengthen the research and development and application of digital and intelligent products in the pharmaceutical industry, integrate and release the value of medical data elements, transform and upgrade information infrastructure, and deepen the empowerment of artificial intelligence. The second is the digital transformation and promotion action, promote excellent scenarios for the application of typical digital technology, cultivate outstanding enterprises for digital transformation, and build digital and intelligent pharmaceutical industrial parks. The third is to build a digital and intelligent service system, strengthen standard guidance, strengthen quality support, cultivate innovation carriers, and strengthen service teams. Fourth, we will take action to improve digital supervision, explore new models of smart supervision, innovate new tools for smart supervision, and study new methods of smart supervision.

The "Implementation Plan" emphasizes the promotion of digital transformation in the industry by integrating medical data elements and deepening artificial intelligence applications. Activate the circulation of data elements through the joint construction of a data platform, provide precise support for R&D, production, and clinical practice, promote resource sharing and efficient utilization, and help scientific innovation and decision-making; at the same time, relying on the pharmaceutical big model innovation platform, accelerate the integrated application of AI technology in the entire industrial chain, form benchmark scenarios, promote the construction of a safe and controllable pharmaceutical industry ecosystem, and provide core driving force for high-quality development.

As mentioned in the "Implementation Plan" in "Deepening the Application of Artificial Intelligence Empowering Application", it will carry out the application pilot of "Artificial Intelligence Empowering the Full Industrial Chain of Medicine" to encourage leading pharmaceutical companies to form a consortium with medical institutions, research institutes, upstream and downstream enterprises, large users, etc. to form a number of landmark application scenarios with significant results for the entire pharmaceutical industry chain.

As a leading benchmark enterprise in the field of Internet medical care, Ark Jianke deeply practices the implementation of digital and intelligent technologies in the industry. It analyzes consumption habits through AI to accurately reach potential users, accurately empower digital marketing and partner brand building, and relies on professional services such as health science popularization content matrix and remote drug guidance to improve user stickiness. Its intelligent service capabilities built on the AI ​​technology base effectively empower the coordinated development of upstream and downstream enterprises and provides the industry with full-link digital solutions.

With the "AI+H2H Smart Medical New Ecological Innovation Platform" as the core, Ark Jianke has built a typical example of the digital transformation of medicine. Its data governance capabilities have been authoritatively recognized: in 2024, it has passed the DCMM (data management capability maturity) robust certification of the China Electronic Information Industry Federation and was rated as the "Guangzhou Data Governance Demonstration Enterprise".

In terms of AI applications, the "AI+Medical Intelligent Matrix" independently developed by Ark Jianke deeply integrates the "Artist + Scenario" to achieve 7×24-hour primary consultation response through AI doctor assistants, and assist doctors in making decisions through structured processing of symptoms, medical history and examination data; AI customer service assistants optimize service efficiency and quality through real-time speech suggestions; AI creative assistants automatically generate accurate popular science content to expand the coverage of health knowledge. The intelligent matrix is ​​empowered through full-process AI technology, accurately matches the requirements of the "full industrial chain application pilot", becoming a benchmark scenario for "artificial intelligence to empower the entire pharmaceutical industry chain", verifies the significant value of digital transformation in improving service efficiency and optimizing resource allocation, and provides the industry with a replicable practical path.

At the critical stage of the digital transformation of the pharmaceutical industry, although the industry has made significant progress, it is still necessary to face up to the complex situation where the challenges and opportunities are coexisting. The promotion of the "Implementation Plan" will deepen the integration of artificial intelligence and the industrial chain. With the dual empowerment of policies and technologies, digitalization will not only reshape the pharmaceutical industry ecology, but also build sustainable innovation support for the health of the whole people and open up a new pattern of high-quality development.

[Editor in charge: Bai Bixuan]