A股盘前播报 | 药监局十大举措支持高端医疗器械 美众议院通过“大而美”法案

Industry Insights - The Ministry of Industry and Information Technology (MIIT) is addressing the issue of low-price disorderly competition in the photovoltaic industry, aiming to promote the orderly exit of outdated production capacity and enhance product quality for sustainable development [1] - The State Council has issued a notice to replicate and promote the pilot measures of the Shanghai Free Trade Zone, aiming to create a national demonstration zone for institutional opening and innovation [3] - The China Food and Drug Administration has introduced ten measures to support high-end medical devices, with brain-computer interface technology expected to receive policy support, indicating significant growth potential in the Chinese market [9] Macro Economic Developments - The U.S. Labor Department reported that non-farm employment increased by 147,000 in June, with an unemployment rate of 4.1%, both better than market expectations, which has alleviated concerns about economic slowdown and boosted investor confidence [2] - The U.S. House of Representatives narrowly passed the "Big and Beautiful" bill, which raises the federal debt ceiling by $5 trillion, potentially increasing the government budget deficit by $3.4 trillion over the next decade according to the Congressional Budget Office [4] Market Trends - The demand in the electronic downstream sector is showing signs of recovery, supported by the ongoing growth in AI and high-speed communication sectors, which is expected to drive overall demand growth in the PCB industry [11] - The Shanghai government plans to increase the number of tax refund shops to over 3,000 and service points to over 10,000 by 2027, indicating significant growth potential in the inbound tourism and retail sectors [10]