Group 1 - The National Healthcare Security Administration announced the inclusion of Kangbaxipu Eye Injection (brand name "Langmu") in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog for 2025, recognizing its innovation and clinical value [1][2] - Kangbaxipu is currently the only domestic innovative drug covering four major indications for retinal diseases, which will enhance the stability and accessibility of medication for patients [1] - The new drug catalog will be implemented starting January 1, 2026, but the specific impact on the company's current operating performance cannot be accurately estimated at this time [1]

Core Viewpoint - The inclusion of Lairosilib (GB491) in the National Medical Insurance Drug List is expected to enhance patient accessibility and accelerate commercialization, thereby boosting innovative returns for the company [1]. Group 1: Drug Inclusion - Lairosilib (GB491) has been included in the National Medical Insurance Drug List published by the National Healthcare Security Administration, effective from January 1, 2026 [1]. - This marks the first time Lairosilib (GB491) has been included in the national medical insurance drug list [1]. Group 2: Drug Description and Indications - Lairosilib (GB491) is a novel, highly selective oral CDK4/6 inhibitor, indicated for adult patients with hormone receptor-positive, HER2-negative locally advanced or metastatic breast cancer [1]. - It is used in combination with aromatase inhibitors as initial endocrine therapy and with Fulvestrant for patients with disease progression after prior endocrine therapy [1]. Group 3: Impact on Patients and Market - The inclusion in the insurance list is expected to significantly improve drug accessibility for patients and reduce their financial burden [1]. - This development is anticipated to accelerate the commercialization process and market penetration of Lairosilib (GB491) [1].

Core Viewpoint - The inclusion of Lairosilib (GB491) in the National Medical Insurance Drug List is expected to enhance patient accessibility and accelerate commercialization, thereby boosting innovative returns [1] Group 1: Drug Inclusion - Lairosilib (GB491) has been included in the National Medical Insurance Drug List published by the National Healthcare Security Administration on December 7, 2025 [1] - This marks the first time Lairosilib (GB491) has been included in the national medical insurance drug list [1] - The new drug list will take effect on January 1, 2026 [1] Group 2: Drug Profile - Lairosilib (GB491) is a novel, highly selective oral CDK4/6 inhibitor indicated for adult patients with hormone receptor-positive, HER2-negative locally advanced or metastatic breast cancer [1] - It is used in combination with aromatase inhibitors as initial endocrine therapy and with Fulvestrant for patients with disease progression after prior endocrine therapy [1] Group 3: Market Impact - The company believes that the inclusion of Lairosilib (GB491) in the insurance list will significantly improve patient access to the drug and reduce their financial burden [1] - This development is expected to accelerate the commercialization process and market penetration of Lairosilib (GB491) [1] - The move is anticipated to further enhance innovative returns for the company [1]

Core Viewpoint - The inclusion of Fuan Pharmaceutical's product, Palivizumab injection, in the National Medical Insurance Drug List (2025) is expected to positively impact sales, although the exact effect on future performance remains uncertain due to potential changes in industry policies and market conditions [1] Group 1 - Fuan Pharmaceutical announced that its subsidiary's product, Palivizumab injection, has been newly included in the National Medical Insurance Drug List [1] - The updated National Medical Insurance Drug List will officially take effect on January 1, 2026 [1] - The inclusion in the drug list is anticipated to have a positive effect on the sales of the related product [1] Group 2 - The future sales performance of the drug is subject to uncertainties influenced by changes in pharmaceutical industry policies and market environment [1]

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Group 1 - The National Financial Regulatory Administration has adjusted the risk factors related to insurance company operations, allowing for appropriate relaxation for high-quality institutions and moderately increasing capital space and leverage limits [2] - Zhu Jian, Chairman of Guotai Junan, has been elected as the President of the China Securities Association [2] - China is set to introduce its first specialized administrative regulations for the supervision of listed companies [2] Group 2 - Seven associations have jointly issued a risk warning to prevent illegal activities related to virtual currencies [2] - The National Internet Information Office is soliciting opinions on the draft of the "Network Data Security Risk Assessment Measures" [2] - Fujian Province has achieved key technological breakthroughs in the field of deep-sea new energy equipment [2] Group 3 - The 2025 medical insurance drug list has been released, adding 114 new drugs, of which 50 are classified as category 1 innovative drugs [2] - The central bank has increased its gold holdings for the 13th consecutive month [2]

Core Viewpoint - The announcement by the company indicates that its drug Enze Shu® (suvorexant injection) has been officially included in the National Medical Insurance Catalog for 2025, effective from January 1, 2026, which is a significant milestone for the company and its product portfolio [1][4]. Group 1: Drug Approvals and Listings - Enze Shu® has been approved for the treatment of adult patients with recurrent ovarian cancer, fallopian tube cancer, or primary peritoneal cancer who have received no more than one prior systemic therapy and are platinum-resistant [1][4]. - The drug was granted market approval in China on June 30, 2025, marking its entry into the competitive oncology market [1][4]. - The company’s other drug, Endu® (recombinant human vascular endothelial growth factor inhibitor injection), has successfully completed its renewal in the National Reimbursement Drug List (NRDL) [1][4]. Group 2: Market Position and Significance - Enze Shu® is described as a next-generation recombinant humanized monoclonal antibody targeting vascular endothelial growth factor (VEGF), highlighting its innovative nature in cancer treatment [1][4]. - Endu® is noted as the first anti-angiogenic targeted drug in China and the only endothelial inhibitor approved for sale globally, establishing its importance in the treatment of advanced non-small cell lung cancer since its inclusion in the NRDL in 2017 [1][4].

Core Viewpoint - The announcement by Beida Pharmaceutical regarding the inclusion of its products in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug List for 2025 is a significant development for the company and its market positioning [1] Group 1 - Beida Pharmaceutical has announced that its products, including Alectinib Hydrochloride Tablets, Ensartinib Capsules, Bafetinib Mesylate Capsules, and Vorinostat Tablets, have been included in the National Drug List for 2025 [1]

（原标题：吴清发表重要讲话；美联储将举行议息会议｜周末要闻速递） 要闻速递 国常会：研究进一步做好节能降碳工作 国务院总理李强12月5日主持召开国务院常务会议，研究进一步做好节能降碳工作，听取规范涉企行政 执法专项行动情况汇报并审议通过《行政执法监督条例（草案）》，讨论《中华人民共和国国家消防救 援人员法（草案）》，部署全链条打击涉烟违法活动有关举措。 李强将与全球主要国际经济组织负责人举行"1+10"对话会 外交部发言人宣布，国务院总理李强将于12月9日上午在北京同新开发银行行长罗塞芙、世界银行行长 彭安杰、国际货币基金组织总裁格奥尔基耶娃、世界贸易组织总干事伊维拉、联合国贸易和发展会议秘 书长格林斯潘、国际劳工组织总干事洪博、经济合作与发展组织秘书长科尔曼、国际清算银行总经理卡 斯滕斯、金融稳定理事会主席诺特和亚洲基础设施投资银行行长金立群等10家国际经济组织负责人举 行"1+10"对话会。 险企投资股票风险因子再度下调 沪深300、科创板等将受益 12月5日，国家金融监管总局发布《关于调整保险公司相关业务风险因子的通知》，在下调险企业务风 险因子的同时明确相关监管要求。一是对长期持仓的沪深300等指数成 ...

Core Viewpoint - The announcement indicates that several products from the company have been included in the National Medical Insurance Drug List for 2025, which is expected to enhance accessibility and positively impact sales, although the exact effect on current performance cannot be accurately estimated [1] Group 1 - The products included are: - Hydrochloride Alectinib Tablets - Hydrochloride Ensartinib Capsules - Mesylate Bafetinib Capsules - Vorinostat Tablets These products will be effective from January 1, 2026, to December 31, 2027 [1] - Additionally, the product Bevacizumab Injection has been included in the National Medical Insurance Category B Drug List [1] Group 2 - Inclusion in the medical insurance list is expected to improve product accessibility [1] - The impact on sales is anticipated to be positive, although the company cannot currently provide an accurate estimate of the effect on its performance [1]