晚报 | 7月25日主题前瞻

Group 1: Cell Cloning Technology - Recent research by a Chinese scientific team has achieved breakthroughs in somatic cell cloning technology, improving the birth rate of cloned embryos in mice, which provides a viable strategy for efficient somatic cell cloning in mammals [1] - The global market for commercial animal cloning is projected to grow from $1.14 billion in 2023 to $2.159 billion by 2030, while the pet cloning market is expected to reach $1.6 billion [1] - China needs to overcome technical bottlenecks and improve regulations to achieve coordinated development in technology, ethics, and industry [1] Group 2: Photoresist Market - Tsinghua University has developed a new type of photoresist based on poly(thiol-ether) for extreme ultraviolet (EUV) lithography, providing a feasible path for the next generation of EUV photoresists [2] - The photoresist market is expected to grow rapidly due to semiconductor upgrades and domestic substitution, with the global market projected to reach approximately $12 billion by 2025 and $28.06 billion by 2030, with China's market share expected to increase to 30% [2] Group 3: Pharmaceutical Industry - The National Healthcare Security Administration has initiated the 11th batch of centralized procurement, optimizing procurement rules to ensure quality and prevent price-cutting [3] - The new procurement rules will strengthen the quality assurance of selected drugs, benefiting high-quality raw material pharmaceutical companies [3] Group 4: Rare Earth Market - CICC estimates that the global supply-demand gap for praseodymium and neodymium oxide will be 28 tons, 1,525 tons, and 1,018 tons from 2025 to 2027, indicating a continued tight supply and potential price increases [4] - The Chinese government is strictly controlling rare earth supply to maintain price stability and scarcity, with the rare earth sector expected to enter a new upward cycle [4] Group 5: Macro and Industry News - The Ministry of Industry and Information Technology is advancing the recycling system for old electric bicycles and lithium-ion batteries [4] - The People's Bank of China will conduct a 400 billion yuan MLF operation on July 25, 2025, with a one-year term [4] - The China Securities Investment Fund Association reports that as of June 30, 2025, there are 164 public fund management institutions in China, managing a total net asset value of 34.39 trillion yuan [4]