晚报 | 7月14日主题前瞻

RISC-V - The fifth RISC-V China Summit will be held from July 16 to 19, 2025, in Shanghai, featuring a main forum, nine vertical sub-forums, five workshops, and a 4,500 square meter technology exhibition area, expecting nearly 2,000 attendees [1] - RISC-V architecture is rapidly rising due to its open-source, flexible design, and low power consumption, with a projected compound annual growth rate of over 40% in product shipments by 2030 [1] Innovative Drugs - The National Healthcare Security Administration announced a plan for the adjustment of the 2025 National Basic Medical Insurance drug list and the commercial health insurance innovative drug list, which will be synchronized [2] - WuXi AppTec, a leading CXO company with a market value of 200 billion, expects a revenue of approximately 20.64% growth year-on-year for the first half of 2025 [2] - The innovative drug sector is experiencing a surge in outbound transactions, with optimistic expectations for pipeline value, leading to increased domestic new drug R&D demand [2] Industrial Intelligence - The Ministry of Industry and Information Technology released work points for the integration of information technology and industrialization in 2025, emphasizing the development of industrial intelligent systems and support for pilot projects [3] - The AI industry is at a critical turning point, with predictions that AI smartphones and PCs will capture over 50% and 80% market share in China by 2027, respectively [3] Environmental Protection - The world's first 200,000 tons/year mixed waste plastic deep cracking industrialization project has successfully begun trial production in Guangdong, utilizing innovative chemical recycling technology [4] - The waste plastic resource utilization market in China is expected to reach 120 billion by 2025 and exceed 400 billion by 2030, with a compound annual growth rate of over 10% [4] Hydrogen Energy - The Alcohol-Hydrogen Electric Ecosystem Alliance was established at the 2025 China Automotive Forum, aiming to enhance collaboration across the industry chain [5] - Alcohol-hydrogen technology is viewed as an optimal path for commercial vehicle electrification, addressing the limitations of pure electric and hydrogen fuel technologies [5] Insurance - The Ministry of Finance issued a notice to guide insurance funds towards long-term stable investments, enhancing the performance evaluation of state-owned commercial insurance companies [6] - The proportion of equity investments by insurance companies is expected to significantly increase, contributing to the long-term stability and health of the capital market [6] Macro and Industry News - The Shanghai Stock Exchange has implemented further reforms to the Sci-Tech Innovation Board, including new self-regulatory guidelines [7] - The China Securities Association released 28 measures to promote high-quality development in the securities industry [8]