影响市场重大事件：国家药监局发文，配合相关部门出台基于脑机接口技术的医疗器械产品支持政策

Group 1: Medical Device Regulations - The National Medical Products Administration (NMPA) announced measures to support the innovation and development of high-end medical devices, including special reviews for domestic and internationally leading products with significant clinical value [1][2] - The NMPA aims to scientifically establish evaluation requirements for high-end medical devices and expedite the revision of technical review guidelines for various medical systems and materials [2] - The NMPA will support post-market evidence-based research for medical device registrants and enhance the management of high-end active medical devices [3] Group 2: Metaverse Initiatives - Four departments, including the Ministry of Industry and Information Technology, are organizing the recommendation of typical cases for the Metaverse in 2025, covering digital human cases, product cases, park cases, and standard cases [4] Group 3: Space Exploration - China successfully launched the Experimental Satellite No. 28 B01 using the Long March 4B rocket, marking the 583rd flight of the Long March series, with the satellite intended for space environment detection and related technology experiments [5] Group 4: Second-Hand Vehicle Exports - The Ministry of Commerce is enhancing guidance on second-hand vehicle exports to promote healthy and orderly development, having initiated the export business in February 2024 [6] Group 5: Tax Refund Policies - Shanghai and six other departments have implemented an action plan to optimize the environment for tax refunds for departing travelers, lowering the minimum purchase amount for tax refunds to 200 RMB and increasing the cash refund limit to 20,000 RMB [7][8] Group 6: Industrial Internet Development - Sichuan Province has released an action plan for the Industrial Internet, aiming to establish a distinctive identification and resolution system by 2027, with over 30 secondary nodes and service for more than 11,000 enterprises [9] Group 7: Service Trade Growth - From January to May 2025, China's service trade reached 32,543.6 billion RMB, a year-on-year increase of 7.7%, with exports growing by 15.1% and imports by 2.7% [10] Group 8: AI Regulation Concerns - Nearly 50 European companies, including Airbus and Mercedes-Benz, are calling for a delay in the implementation of the EU AI Act, citing concerns that it may jeopardize the region's ambitions in the AI sector [11]