海洋经济迎来重磅政策利好，产业链望持续受益；两部门提出16条措施支持创新药高质量发展—《投资早参》

Important Market News - The three major US stock indices closed mixed, with the Nasdaq down 0.82%, the Dow up 0.91%, and the S&P 500 down 0.11%. Tesla fell over 5%, Netflix over 3%, Nvidia over 2%, and Microsoft over 1%, while Apple rose over 1% [1] - The Nasdaq Golden Dragon China Index rose 0.2%, with stocks like Huya up nearly 13% and NIO and Xpeng up over 2%. However, Tiger Brokers and Futu Holdings fell over 2% and 1%, respectively [1] - Federal Reserve Chairman Jerome Powell acknowledged that the current tariff system creates uncertainty, which may delay interest rate cuts. He indicated that most members of the Federal Open Market Committee expect another rate cut later this year [1] Industry Insights - The Central Financial Committee held a meeting on July 1, focusing on advancing the construction of a unified national market and high-quality development of the marine economy. The meeting emphasized the need for top-level design and policy support to encourage social capital participation in marine economic development [3] - The marine economy is projected to exceed 10 trillion yuan in production value in 2024, accounting for 7.8% of the national GDP, with a contribution of 11.5% to economic growth. The report introduced "deep-sea technology," which is expected to develop rapidly, particularly in deep-sea equipment and exploration [3] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including investment encouragement and multi-channel payment systems [4] - AstraZeneca and Shiyou Pharmaceutical's collaboration in developing small molecule candidate drugs marks a significant event in AI drug discovery, shifting the process from "trial and error" to "AI design" [4] - Google signed a power purchase agreement with a fusion energy company, marking a significant step for the emerging nuclear fusion energy sector, which theoretically produces no long-term nuclear waste and has high energy density [5][6] - The China Nuclear Energy Association reported a revival in global nuclear energy development, with China expected to lead in operational nuclear power capacity by 2030, creating new opportunities for nuclear technology and equipment exports [6] Stock Reduction Announcements - Wuxi Zhenhua announced that a shareholder plans to reduce its stake by up to 1%, not exceeding 2.5 million shares [7] - Fuke Environmental Protection disclosed that a shareholder intends to reduce its holdings by up to 444.1 million shares, not exceeding 3% of the total share capital [7] - Longxun Co. announced that shareholders plan to reduce their stakes by up to 156.52 million shares and 102.13 million shares, respectively [7] - Hangzhou Thermal Power reported that a shareholder intends to reduce its holdings by up to 599.7 million shares, representing 1.49% of the total share capital [8]