宏信证券：每日信息速递-20241129

Key Points - The report highlights the completion of the bilateral market access negotiations between China and Uzbekistan for Uzbekistan's accession to the World Trade Organization, marking a significant step in trade relations [4] - The People's Bank of China announced a central bank bill swap operation amounting to 3.87 billion yuan to enhance the liquidity of perpetual bonds, aimed at supporting banks in capital replenishment [4][5] - The National Development and Reform Commission introduced a comprehensive action plan to reduce logistics costs across the country, forming a "1+N" policy system to support various sectors [5] - Beijing's general public budget revenue for the first ten months reached 565.43 billion yuan, reflecting a growth of 2.3%, with local tax revenue contributing significantly [6] - The International Telecommunication Union reported that approximately one-third of the global population remains offline, highlighting the persistent digital divide despite an increase in internet users [8] - The railway sector in China showed positive growth indicators, with passenger and freight volumes increasing significantly in the first ten months of the year, indicating robust economic activity [13][14] - The latest planning for the BeiDou satellite navigation system aims to complete key technological advancements by 2025, enhancing its capabilities and services [14][15] - The National Medical Insurance Administration announced the addition of 91 new drugs to the medical insurance catalog, improving access to essential medications for various conditions [17][18] - Guangzhou's second-hand housing market saw a surge in transactions, with over 11,000 units signed in November, the highest since April 2023, indicating a recovery in the real estate sector [18][19] Industry Insights - The agricultural insurance sector is set to benefit from new regulations aimed at improving the precision of insurance coverage and claims processes, promoting high-quality development in the industry [9][10][11] - The report indicates a strong focus on enhancing the efficiency and effectiveness of agricultural insurance, with measures to improve data sharing and regulatory oversight [10][11] - The healthcare sector is experiencing significant changes with the inclusion of new drugs in the national insurance directory, which is expected to alleviate financial burdens on patients [17][18][19]