陆家嘴财经早餐2025年12月8日星期一

Group 1 - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security issued new drug directories for basic medical insurance and commercial health insurance, effective January 1, 2026, adding 114 new drugs, including 50 innovative drugs [2] - The first version of the commercial health insurance innovative drug directory includes 19 drugs, including CAR-T therapies for cancer treatment and drugs for Alzheimer's disease [2] - The State Medical Security Administration aims to accelerate the construction of a national medical imaging cloud, targeting nationwide interoperability by 2027 [2] Group 2 - The Ministry of Industry and Information Technology emphasized the need for reforms to enhance industrial competitiveness and ensure the security of key industrial supply chains [3] - As of November 2025, China's foreign exchange reserves reached $3.3464 trillion, marking a $3 billion increase from October, the highest level since December 2015 [3] - The People's Bank of China reported a continuous increase in gold reserves for 13 consecutive months, with November's reserves rising by 30,000 ounces [14] Group 3 - In the first 11 months, 210 companies on the Shanghai Stock Exchange disclosed share buyback plans, with a total planned buyback amount of 64.984 billion yuan, a 25.43% increase year-on-year [4] - The public fund of funds (FOF) market saw a surge in new issuances in 2025, with 74 new public FOFs established, totaling 77.606 billion yuan, the highest in nearly four years [4] - The first batch of North Exchange 50 index funds has seen positive returns since inception, with the highest return reaching 66.65% [4] Group 4 - The A-share market showed signs of recovery, with major indices rising, and analysts expect a period of consolidation with a focus on dividend and large-cap stocks [5] - Citic Securities noted that the overall market has seen a systematic increase in financing scale, with a net increase of 1.11 trillion yuan since last year's market rally [5] - The potential appreciation of the renminbi may lead to unexpected monetary easing, which could disrupt the current market consolidation [5] Group 5 - The Sichuan Provincial Financial Office and the Sichuan Securities Regulatory Bureau issued a three-year action plan to promote enterprise listings and mergers and acquisitions [6] - Several rare disease drugs have been included in the 2025 medical insurance directory, including innovative drugs from Fosun Pharma and CAR-T therapies [8] - The global semiconductor sales surged by 33% year-on-year in October, driven by increased demand from artificial intelligence applications [8]