A股生物医药股今天全线上涨。迈克生物、凯普生物、之江生物、华兰疫苗、金迪克等20CM涨停。生 物医药ETF指数午后放量拉升，涨幅约2%。消息面上，近日，印度西孟加拉邦暴发尼帕病毒疫情，可 直接人传人，死亡率最高达75%。目前尚无专门针对性的疫苗和有效疗法。泰国民航局宣布，26日起对 来自该地区航班全面筛查。而在我国，新修订的《中华人民共和国国境卫生检疫法》已将尼帕病毒纳入 监测目录。A股上市公司中，硕世生物、凯普生物表示，公司提供尼帕病毒核酸检测试剂盒，可助力疫 情监测与口岸防控。之江生物称，公司有相关检测产品，主要销往中东地区，目前没有印度订单。相关 产品销量目前属于正常水平，营收占比不大。 ...

Group 1: Influenza Situation in the U.S. - The CDC reported a significant rise in flu activity across the U.S., with approximately 7.5 million cases, 81,000 hospitalizations, and 3,100 deaths since the start of the flu season [1] - The dominant strain this season is the H3N2 virus, with 89.5% of analyzed samples belonging to the K lineage [1] - The CDC has distributed about 130 million doses of the flu vaccine and recommends annual vaccination for individuals aged 6 months and older to reduce infection and severe illness risks [1] Group 2: Tariff Adjustments - The U.S. Department of Commerce announced a reduction in proposed tariff rates for 13 Italian pasta exporters, with rates dropping to 13.89% for Garofalo, 2.26% for La Molisana, and a uniform rate of 9.09% for the other 11 companies [2] - This tariff adjustment coincides with the postponement of additional tariffs on certain imported furniture [3] Group 3: Military Actions and Sanctions - The U.S. military conducted strikes against two vessels allegedly involved in drug trafficking, resulting in five fatalities, as part of the "Southern Strike" operation [5] - President Trump stated that a large facility was destroyed during military actions in Venezuela, although details were not disclosed [5] - The U.S. Treasury announced sanctions against four companies operating in the Venezuelan oil sector and froze four related oil tankers [7]

Group 1: Influenza Situation in the U.S. - The flu activity level in the U.S. is on the rise, with approximately 7.5 million cases reported this flu season, including around 81,000 hospitalizations and about 3,100 deaths [2] - The dominant strain this season is the H3N2 influenza virus, with 89.5% of analyzed samples belonging to the K lineage of H3N2 [2] - The CDC has distributed approximately 130 million doses of the flu vaccine and recommends annual vaccination for individuals aged 6 months and older to reduce the risk of infection and severe outcomes [2] Group 2: Tariff Adjustments on Italian Pasta Exports - The U.S. Department of Commerce has lowered the proposed tariff rates for 13 Italian pasta exporters, with Garofalo's rate reduced to 13.89% and La Molisana's to 2.26%, while the remaining 11 companies face a uniform rate of 9.09% [4] - This tariff adjustment coincides with the U.S. decision to postpone additional tariffs on certain imported furniture [5] Group 3: U.S. Tariff Suspension on Soft Furniture - The U.S. government has postponed plans to increase tariffs on imported soft furniture, kitchen cabinets, and bathroom vanities, which are currently subject to a 25% tariff [7] - The planned increase to 50% for kitchen cabinets and bathroom vanities, and to 30% for soft furniture, has been delayed until January 1, 2027, due to rising prices impacting consumers and builders [7] Group 4: U.S. Military Actions in Venezuela - The U.S. military conducted strikes against two vessels allegedly involved in drug trafficking, resulting in five fatalities [8] - The U.S. has deployed naval forces in the Caribbean near Venezuela under the "Southern Sword" operation, targeting what it claims are drug trafficking activities [8] Group 5: Sanctions on Venezuelan Oil Companies - The U.S. Treasury Department has imposed sanctions on four companies operating in the Venezuelan oil sector and has frozen four related oil tankers [10]

每经记者｜张钟尹 每经编辑｜陈旭 为了减少疫情防控对企业尤其是中小企业的影响，近期国家出台了减免税费等一系列支持措施。如何将这些 措施落到实处？比如2月份企业已缴纳社保费的情况如何处理？ 首先，对适用免征政策的费款，将依职权批量发起退费，无需企业再提交申请或报送相关材料； 其次，对适用减半征收政策的费款，优先办理退费，如果企业愿意用来冲抵后期缴费，也将通过优化流程便 捷实现。 2月27日，国家税务总局举办"便民办税春风行动"新闻发布会，对相关问题进行了详细解答。 上周，人社部、财政部、税务总局共同印发了《关于阶段性减免企业社会保险费的通知》，医保局、财政 部、税务总局共同印发了《关于阶段性减征职工基本医疗保险费的指导意见》。 针对企业关心的2月份已缴纳社保费款处理问题，税务总局社会保险费司司长郑文敏表示，有关部门已经共 同提出了处理意见：对适用免征政策的费款，将依职权批量发起退费，无需企业再提交申请或报送相关材 料。 2月已缴纳社保费款尽快退抵到位 当前正值企业陆续复工复产期，税务部门等多部门联合出台了多项税收、社保费优惠政策。 在社保费方面，税务总局政策法规司副司长王世宇介绍，当前出台的政策聚焦减轻企业社保 ...

每经记者｜周程程 每经编辑｜陈旭 核酸检测能力从每天300人份提高到2万人份，使从采样送检到反馈结果的时间从2天缩短到4~6小时； 各地共选派330多支医疗队、超过4万名医务人员驰援武汉； 武汉定点医院收治重症患者治愈率从14%提高到64%； 全国累计治愈出院患者已经超过3.6万人…… 2月28日，国务院新闻办在湖北武汉举行新闻发布会，介绍中央指导组指导组织疫情防控和医疗救治工作进展情况。中央指导组成员、国家卫生健康委主任 马晓伟在公布上述数据的同时表示，经过艰苦努力，全国疫情防控形势呈现总体平稳、稳中向好的态势。 但马晓伟也强调，当前疫情防控成效来之不易，形势严峻复杂，随着复工复产复学、返程人员流动，疫情存在反弹风险，一些地方已经出现聚集性病例，对 此绝不可以有侥幸心理、松劲心态。 梁万年表示，武汉现有重症病例占比，也就是重症病例占确诊病例的比例，从2月11日的31.6%持续波动下降，到27日达到22.4%。病死率从1月26日最高点 9.0%下降到现在的4.4%。 "同时还有一个比较好的情况是，在（武汉）每日新增病例当中，我们进一步分析，这些新增病例主要是由疑似病例转过来的，这种比例占80%到90%，也 就 ...

每经记者｜李彪 每经编辑｜陈星 图片来源：每经记者 李彪 摄 欧洲出现了一定程度的疫情，近日，多地中欧班列陆续恢复常态化运行，中欧班列在疫情期间如何做到既保证班列快速通关，又能稳妥做好疫情防控呢？ 对此，海关总署卫生检疫司司长林伟介绍，为了支持中欧班列的发展，在2月24日，海关总署出台了支持中欧班列发展的10条措施。这10条措施当中，包括 允许企业自主选择在进出境地或属地口岸办理货物清关手续，支持中欧班列枢纽站点建设，促进中欧班列多市联运业务发展，支持利用中欧班列开展跨境电 商、快件、邮件运输业务，支持在中欧班列关键物流节点城市根据需要建设保税监管场所，利用保税制度优势助推班列发展，高效、集约地开行中欧班列等 一系列措施。 林伟指出，这些措施的推行将极大提升中欧班列跨境运输便利化水平，释放中欧班列运能，扩大进口，加强信息共享和互联互通，进一步促进沿线各国经贸 往来。安全是发展的前提，当前做好中欧班列疫情防控工作，是保障班列快速通关和正常运行的重要基础。 林伟强调，海关总署专门制定了出入境列车卫生检疫作业指引，对申报、审核、登临检疫、现场处置以及卫生处理等各个环节都提出了明确要求，同时严格 司乘人员的健康申报和 ...

Core Points - The State Council meeting, chaired by Premier Li Keqiang, focused on enhancing the "six stability" work coordination mechanism to effectively respond to the pandemic's impact and promote stable economic and social operations [1] - Measures were determined to support the transportation and logistics industries, including tax reductions and financial support for local governments to ensure basic livelihoods and operational capabilities [1][5] Group 1: Support for Taxi Drivers - The meeting emphasized the need to assist taxi drivers who have faced significant income reductions due to decreased passenger numbers during the pandemic [3] - As of the end of 2018, there were 1.39 million taxis in China, completing 35.2 billion passenger trips, which accounted for 28% of the national urban passenger transport volume [3] - The government encouraged local authorities to implement temporary reductions in the "commission fees" that taxi drivers must pay to taxi companies, alleviating financial pressure on drivers [3][4] Group 2: Financial and Tax Relief Measures - The meeting proposed to increase the local fiscal retention ratio by 5 percentage points from March 1 to June 30, resulting in an additional 110 billion yuan allocated for county-level use [1] - Insurance companies are encouraged to provide relief by extending insurance periods and allowing deductions for insurance fees for vehicles, ships, and aircraft that were not in operation during the pandemic [4] - A series of tax reductions and fee exemptions were announced, including a 50% reduction in land use tax for warehouse land and the exemption of port construction fees for import and export goods until June 30 [10][11]

发布会现场 每经记者 周程程 摄 目前，我国一些原本生产服装的工厂纷纷转产防护服等防控物资，防护服等产能逐渐提高，确诊病例数量在不断下降的情况下，这些产能是否会用于出口？ 对此工业和信息化部消费品工业司副司长曹学军表示，一个多月以来，通过动员企业复工复产，支持企业技改扩产扩能，加强人员、物资、运输的保障协 调，我国防护服的产能和产量得到了快速增长。 曹学军指出，目前，防护服的生产供应已经由十分紧缺转为能够满足需求。国务院联防联控机制物资保障组每日协调保障湖北地区防护服的数量达到了25万 件，已经连续十几天超出湖北地区的需求。虽然现在全国现有确诊的病例数量在下降，但防护服的生产供应仍不能放松。 曹学军表示，下一步，在充分保障湖北地区需求的同时，要兼顾全国其他地区的防控需要，同时也会引导企业注重疫情形势的变化，增强生产柔性，确保产 品质量按需组织生产，提升有效供给能力。 每经记者｜周程程 每经编辑｜陈旭 3月4日，国务院联防联控机制就做好疫情防控重要医疗救治设备促产保供工作情况举行发布会。 "我们也注意到，目前疫情在全球多个国家出现，部分地区疫情在加剧，防护物资也出现了紧缺的情况。"曹学军表示，中国是防护服生产的 ...

对于如何在做好疫情防控的同时保障民生，会上多个部门回应了关切。 在教育领域，广州市教育局副局长陈敏生表示，全市暂停所有校园聚集性活动，荔湾区属地学校暂停跨 班活动，涉疫学校实施临时停课措施；严格落实高考、中考学生和考务人员考前14天健康监测；全市所 有校外教育培训机构暂停线下教育教学及培训活动，校外托管机构暂停托管服务活动。 在公共交通领域，广州市交通运输局副局长沈颖表示，截至目前，公共交通行业已有近16万名驾驶员、 站务员等一线人员接种疫苗，接种率97.7%，其中地铁、公交一线人员接种率达100%。地铁方面，每日 安排2800余名保洁人员深入做好车站、列车的消毒工作；公交方面，严格落实公交车辆每周转班次清洁 消毒、保持通风、乘客测温和规范佩戴口罩等防控措施；出租车方面，对于载客起止点一端在中风险地 区的车辆，要求每趟次运载任务结束后要立即进行消毒。 每经记者｜王帆 每经编辑｜魏官红 今日（5月28日）下午，广州市政府召开新闻发布会通报称，28日广州单日新增5例无症状感染者。截至 28日14时，广州累计报告确诊病例4例，无症状感染者10例。 广州市卫生健康委副主任陈斌在会上表示，从26日晚开始，广州市已在荔湾 ...

每经记者｜王帆 每经编辑｜魏官红 自5月21日起陆续报告本土新增病例开始，广州疫情反弹正引起全国关注。5月27日17点30分，广州市政 府召开新闻发布会，通报最新情况。 广州市疾控中心副主任张周斌表示，本次广州疫情有两个特点，一是主要是通过共同居住、共同就餐、 共同托管等相对密闭的场合受到感染后造成的传播，感染者之间有明确的传播链条；二是病毒传播速度 非常快，传播力很强。 "病毒传播速度快，这是我们这次疫情和以往疫情一个最大的不同，病毒可以通过一起吃饭，或者是短 暂的非直接接触，就可以造成传播。"张周斌说道。 根据这些特点，张周斌给予了以下疫情防控的建议： 首先是继续做好个人防护和健康监测，如果自己或家人朋友出现了发热、干咳、乏力、咽痛、味觉减 退、腹泻等症状，要第一时间去医院就诊；其次是要有序预约接种新冠疫苗。 "近期受到疫情影响，广州市民疫苗接种的意愿空前高涨，预约人数激增，很多市民反映预约不到，有 的直接跑到接种点去排队，造成了大量的人员聚集，这样既辛苦也不利于疫情的防控。"张周斌说 道，"广东省对于广州市的疫苗供应都是给予优先保障，所以疫苗的供应不需要过度担心，大家最终一 定都会接种上新冠疫苗的，请大 ...