Healthcare Projects - The establishment of the National Emergency Medical Rescue Base in Shaanxi will significantly enhance emergency medical rescue capabilities in the region, improving the response to public health emergencies [3] - The construction of a Chinese and Western Medicine Collaborative Hospital in Xi'an aims to innovate service models and improve treatment capabilities for complex diseases, with a total investment of approximately 193 million yuan [6][4] Economic Development Initiatives - The Oriental Kemei Biopharmaceutical Collagen Protein R&D and Production Base will occupy 50.031 acres with a total investment of 650 million yuan, expected to generate an annual output value of around 1 billion yuan upon reaching full production [9] - The Nanshan Holdings Advanced Equipment Industrial Park, with a total investment of 498 million yuan, focuses on high-end equipment manufacturing and is expected to create a demonstration zone for advanced manufacturing [11] High-end Manufacturing Projects - The Zhongtian Yuanhang Plant Protection Drone Assembly Base, with an investment of approximately 200 million yuan, aims to produce 2,000 medium and large drones annually, enhancing the regional high-end equipment manufacturing industry [12] - The Hydrogen Fuel Cell Membrane Electrode Production Base, with an investment of 20 million yuan, will establish the first automated production line in Northwest China, contributing to the hydrogen energy industry [13] - The Nuclear Power Station Soft Sealing Product R&D and Production Base, with a total investment of 530 million yuan, is expected to generate an annual output value of around 600 million yuan and create over 500 jobs [16] - The Kelongda Aircraft APU Overhaul and Maintenance Project will provide specialized maintenance services for the aviation industry, with the first phase nearing completion [17]

（文章来源：证券时报网） 据iFinD统计，截至1月26日，沪深两市共有103股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是华天酒店，连续16个交易日获净买入；连续获融资净买入天数较多的还有中国平安、 贵州茅台、牧原股份、洛阳钼业、广合科技、新华保险、新产业、天山电子等股。 ...

Group 1 - The core viewpoint is that innovative drugs are expected to show significant excess returns in 2025, driven by continuous BD overseas expansion, excellent clinical data, and policy support [1] - The CXO sector is anticipated to experience substantial growth due to the recovery in demand and improved investment environment in the global pharmaceutical industry [1] - The report emphasizes the importance of focusing on new technologies, particularly bispecific antibodies, small nucleic acid drugs, AI healthcare, and brain-computer interface innovations [3] Group 2 - Domestic supply and demand are relatively stable, with national health expenditure showing a year-on-year growth of 4.7% from January to November 2025, marking a positive turnaround after two years of decline [2] - The medical insurance fund's income and expenditure growth rates continue to decline, with total income of 2.63 trillion yuan (+2.9%) and expenditure of 2.11 trillion yuan (+0.5%) from January to November [2] - The report suggests that the commercialization of new drug forms is entering a critical phase, with significant clinical data supporting the application of B-cell depletion therapies in autoimmune diseases [3] Group 3 - Investment recommendations include focusing on innovative overseas expansion and new technology directions, with suggested stocks such as Mindray Medical, WuXi AppTec, and others [4] - The report highlights the potential for explosive growth in the global market for brain-computer interfaces, supported by policy incentives and technological breakthroughs [3]

于立军强调，当前和今后一个时期是四川通过科技创新赋能农业发展、加快建设农业强省的重要 窗口期，要进一步提高思想认识，把农业科技创新摆在突出重要位置来抓，持续推进科技创新与 产业创新深度融合。要顺应科技创新规律，强化企业创新主体地位，完善梯度培育机制，既盯住 大块头、培育创新龙头，又抓好专精特、打造行业"小巨人"，发展壮大一批农业科技领军企业、 高新技术企业、科技型中小企业。要推动创新资源向企业集聚，以重大项目为抓手，支持企业围 绕生物育种、农机装备研发、农技推广、农兽药创制等领域，更多承担国家和省上关键核心技术 攻关任务，不断提升科技创新整体效能。要支持农业企业科技人才引育培养，推进各类人才计划 向农业科技企业倾斜，畅通企业与高校、科研院所人才交流通道，加快实现人才共用共育。要用 心用情帮助企业办实事解难题，统筹资源力量，广泛搭建平台，帮助企业做好品牌推广、渠道拓 展和事迹宣传，切实维护企业合法权益，持续营造激励创新的良好环境。 本报讯（四川日报全媒体记者 吴浩）近日，省委副书记、政法委书记于立军在成都专题调研农业 企业科技创新工作，强调要深入贯彻习近平总书记关于"三农"工作的重要论述和中央农村工作会 议精神 ...

2026年，河南将深化重点领域改革。 内容来源 | 大河财立方 1月26日，河南省十四届人民代表大会第四次会议在郑州开幕，省长王凯作政府工作报告。 报告提出，2026年主要预期目标是：经济增长5%左右、在实际工作中努力争取更好结果，规上工业增加值增长6.5%左右，固定资产投资增长5%左右，社 会消费品零售总额增长5.5%左右，进出口稳量提质，一般公共预算收入增长4%左右，城镇调查失业率5.5%左右，城镇新增就业110万人以上，居民消费价 格涨幅2%左右，居民收入增长与经济增长同步，粮食产量1300亿斤以上、力争比去年实现更多增长，单位生产总值二氧化碳排放降低目标与国家"十五 五"考核目标统筹衔接。 政府工作报告中提到，2026年，河南将深化重点领域改革。启动新一轮国资国企改革行动，持续推进国企战略性重组和专业化整合，加大战略性新兴产 业、民生领域投资力度。深入实施促进民营经济高质量发展行动计划，依法保障平等使用生产要素、公平参与市场竞争、有效保护合法权益。深化产业园 区矩阵式改革，提升综合承载能力和产业集群发展水平。深化零基预算改革，完善绩效管理全链条机制。全面开展第二轮土地承包到期后再延长30年整省 试点。 ...

关于公司产品获得 IVDR CE 认证的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）4项 产品获得了由欧盟公告机构-TÜV南德意志集团签发的IVDR CE最高风险等级 Class D认证证书，具体获证情况如下： | 序 号 | 产品名称 | 有效期 | 证书编号 | | 临床用途 | | --- | --- | --- | --- | --- | --- | | | | 有 效 期 至 | No. V13 | 105113 | 与其他乙肝病毒血清学标志物 联合使用，有助于监测乙肝病 | | | Anti-HBs (CLIA) | 2030-12-14 | 0015 Rev. | 01 | 毒感染患者的疾病进程，并有 | | 1 | 乙型肝炎病毒表面抗体测定 | | | | 助于确定乙肝病毒免疫状态不 | | | 试剂盒（磁微粒化学发光法） | | | | 明者的乙肝病毒免疫状况，以 | | | | 有 效 期 至 | No. V76 | 105113 | 及在乙肝疫苗接种范围内评估 | | ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market, with a 0.39% decline in the biopharmaceutical sector compared to a 1.17% increase in the total A-share market [32] - The TTM price-to-earnings ratio for the pharmaceutical sector is 38.51x, which is at the 84.35th percentile of the historical valuation over the past five years [32][37] - The report highlights a shift in fund holdings, with a decrease in the proportion of pharmaceutical holdings in both pharmaceutical and non-pharmaceutical funds [11][16] Summary by Sections Market Performance - The overall A-share market increased by 1.17%, while the Shanghai and Shenzhen 300 index decreased by 0.62% [32] - The biopharmaceutical sector's performance was weaker than the overall market, with specific declines in chemical pharmaceuticals (-1.11%) and medical services (-2.17%) [32] Fund Holdings Analysis - As of Q4 2025, the net asset value of pharmaceutical funds reached 358.4 billion, a decrease of 9.0% from the previous quarter [11] - The proportion of pharmaceutical holdings in all funds was 7.97%, down 1.71 percentage points [16] - The largest sub-sectors by holdings were chemical preparations (37.5%) and other biological products (20.8%) [19] Company Earnings Forecasts and Ratings - Key companies such as Mindray Medical (237 billion market cap, "Outperform" rating) and WuXi AppTec (293.6 billion market cap, "Outperform" rating) are highlighted for their strong earnings forecasts [4] - The report lists several companies with projected earnings growth, including Aier Eye Hospital and New Industry, both rated "Outperform" [4] Investment Strategy - The report recommends focusing on innovative drugs and the CXO sector, emphasizing the competitive advantages of Chinese companies in the chemical CDMO space [41] - A portfolio of recommended stocks includes Mindray Medical, WuXi AppTec, and Aier Eye Hospital, among others [42][43]

南京市政府印发《关于加快培育新质生产力推动高质量发展的若干政策（2026年版）》。其中指出，构 建战新产业集群矩阵。推动智能电网建设具有国际竞争力的先进制造业集群，做大做强软件和信息服 务、特钢材料、大飞机等国家级先进制造业集群。对认定的场景建设任务给予最高500万元支持。对信 息技术应用创新产业化、开源商业化、软件应用鸿蒙适配、工业软件等项目，给予资金支持。对新认定 的国家、省级制造业创新中心，按照国家、省拨经费给予1:1配套支持，累计可达1亿元以上；经国家、 省认可的其他重大产业创新平台，按照制造业创新中心规定执行。加快生物医药产业发展，对开展临床 前技术突破的项目，给予最高200万元支持；对开展创新药品临床研发的企业，每个品种给予最高100万 元奖励。持续提升智能制造装备、智能网联新能源汽车、集成电路等重点产业能级，打造一批中试验证 平台、新兴产业发展示范基地。加力发展低空经济，对开通用于物流配送等低空飞行新航线的企业，给 予最高500万元奖励。实施特色优势产业发展行动计划，推动各区特色优势产业集群和特色产业园区建 设，对新获批建设国家新兴产业发展示范基地以及获省布局建设的特色优势产业所在重点园区给予支 ...

本报记者 邬霁霞 据《证券日报》记者不完全统计，今年以来，已有近60家上市公司发布参设基金的相关公告或披露项目进展情况。 "上市公司热衷参设基金，本质是出于企业转型升级、拓展发展空间的战略需求。"苏商银行特约研究员付一夫在接受《证 券日报》记者采访时表示，这一趋势彰显了上市公司的长远战略眼光。企业借助专业机构的资源与经验，既能优化产业布局、 提升创新能力，又能适应市场竞争、增强核心竞争力，还能为产业结构优化升级提供有力支撑。 提升资源配置效率 从具体操作模式来看，与专业机构联合投资是上市公司参设基金的主流路径。例如，1月24日，天津鹏翎集团股份有限公 司（以下简称"鹏翎股份"）披露，拟与关联方荣成市康禧水产有限公司、广发信德投资管理有限公司共同出资2亿元人民币设 立荣成市鹏翎广发信德机器人创业投资合伙企业（有限合伙）。其中，鹏翎股份作为有限合伙人拟以自有资金认缴出资8000万 元人民币（占合伙企业认缴出资总额的40%）。 宁波德业科技股份有限公司也在1月21日披露，于1月20日与宁波曦晨私募基金管理有限公司签署了《宁波德泰业兴创业投 资合伙企业（有限合伙）合伙协议》，共同出资设立宁波德泰业兴创业投资合伙企业（ ...

活动现场，扬州市新型食品领域概念验证中心揭牌成立，将构建"技术研发—概念验证—孵化培育—产 业应用"全链条创新生态；扬州新型食品产业链创业人才实践基地同步授牌，由扬州食品产业园与扬州 大学、南京师范大学合作共建，为高校学子创新创业提供支撑。新型食品产业链OPC人才创新社区正式 启动，社区聚焦食品产业特色与创业创新需求，为食品领域创业人才提供从创意到产业的全闭环支持。 中新网扬州1月24日电 (徐珊珊周雨)1月24日，长三角冷链与食品创新产业大会暨扬州新型食品产业链 OPC人才创新社区成立仪式在扬州举行。大会聚焦 "科技赋能、产业融合、协同发展"，来自长三角地 区的行业精英、专家及政企代表齐聚运河之畔，共话冷链与食品产业高质量发展新路径。 1月24日，长三角冷链与食品创新产业大会在扬州举行。广陵区融媒体中心供图 当前，扬州正全面提升产业项目"含金量、含绿量、含新量、含才量"，聚力打造"中国最优OPC创业之 城"。作为扬州"613"产业体系重点产业链，扬州的食品产业基础雄厚、载体完备，已集聚近800家生产 企业。此次大会上，广陵区作食品产业专题推介，亮出坚实产业家底：新型食品年产值超13亿元，速食 食品产值超25 ...