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规划开局之年，做好经济工作至关重要，结合2025年中央经济工作会议精神，2026年将实施更加积极有为的宏观政策，发挥存量政策和增量政策的集成效应，加大逆周期和跨周期调节力度，预计2026年全年GDP增速保持较强水平。我们对2026年股票市场继续保持乐观态度，企业内生韧性持续增强，流动性仍是市场表现的核心驱动力。　　在此背景下，医保基金在经济稳定增长的支撑下，收支平衡状况有望保持稳定，为医药行业提供更稳健的支付环境。同时，2025年医药行业最大的变化是中国创新药具备了全球竞争力，开始主动抢占全球市场。我国创新药行业在全球市场仍有巨大成长空间，我们持续看好其发展前景。在创新药筛选过程中，我们秉持严苛标准，优先选择市场空间广阔、竞争格局清晰、疗效具有颠覆性突破的品种，同时将对外授权的潜在概率与金额纳入重要考量，兼顾评估企业的研发平台实力与市场销售能力，精选优质个股，努力为投资者创造超额收益。","fund":{"_id":3000000025068,"__csrcFundId":15541,"stockCode":"025068","masterFundShortName":"建信医疗创新股票","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":25068,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"建信医疗创新股票(025068)","lastUpdated":"2026-05-01T04:32:59.603Z","name":"建信医疗创新股票型证券投资基金","pinyin":"jxylcxgpxzqtzjj","fundCollectionId":4000050500000,"setUpAssetScale":797780025.88,"setUpDate":"2025-08-25T16:00:00.000Z","setUpShares":797780025.88,"inceptionDate":"2025-08-28T16:00:00.000Z","managers":[{"stockCode":"db20831139","stockType":"fund_manager","exchange":"fm","tickerId":131317219230,"name":"马牧青"}]},"announcement":{"linkText":"建信医疗创新股票型证券投资基金2025年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1453341","linkType":"PDF","source":"csrc_pdf"}}]}