整理 | GLP1减重宝典内容团队 国家卫生健康委7月4日在北京举行新闻发布会，新闻发言人胡强强表示，国家卫健委将与相关部门一起，加大互联网健康科普乱象的整 治力度。 医疗科普现已成为中国各大网络平台上备受关注的内容。胡强强说，当前，医疗科普是短视频平台的热门话题，越来越多的医生通过直 播和短视频来传播健康科普知识。 胡强强指出，但是有的"网红医生"把医疗科普当作牟利工具，滥用专业权威为自己背书，假借科普名义违规导医导诊，线上问诊，线下 引流，直播带货甚至高价开药；还有的通过夸大治疗效果、虚构病例、杜撰故事等手段误导公众、敛财牟利。 胡强强提示，这些行为严重违反了互联网诊疗管理和广告管理相关的法律法规，请公众不要轻信，防止上当受骗。按照相关规定，患者 需在线下实体医疗机构完成首诊并明确诊断后，才可通过具备资质的互联网医院进行复诊。"生命不是儿戏，医疗质量安全是底线。" 胡强强介绍说，下一步，国家卫健委将与相关部门一起，加大互联网健康科普乱象的整治力度，维护民众的健康权益。 来源：中国新闻社 *本文仅供医疗卫生专业人士参考 加入专家库与我们深度讨论 「GLP-1俱乐部」覆盖数百位专业人士，构建了围绕GLP-1产 ...

Core Insights - The 42nd National Pharmaceutical Industry Information Annual Conference and the 2025 Beijing Changping Life Science Forum were held in Beijing, attracting nearly 100 industry experts and over 600 entrepreneurs and investors, aiming to inject new momentum into the high-quality development of the pharmaceutical and health industry [1] - The Changping District has emerged as a key area for Beijing's international innovation center, with significant achievements in the biopharmaceutical industry, including 27 cell and gene therapy pipelines entering clinical stages, accounting for 5% of the national total [2] - The National Medical Products Administration approved 43 innovative drugs in the first half of 2025, with 40 developed by Chinese companies, highlighting Beijing's strength in pharmaceutical innovation [3] Group 1 - The forum focused on creating a high-end dialogue platform in the life sciences sector, enhancing policy interpretation, industry connections, and investment inspections [1] - The Changping District has established a cluster of 121 innovative enterprises in synthetic biology manufacturing, contributing to a 9.3% annual growth in pharmaceutical and health industry revenue over the past three years, forming a trillion-yuan industry cluster [2] - The Beijing Municipal Government aims to optimize the business environment and introduce supportive policies in areas such as artificial intelligence and healthcare to build a globally influential modern pharmaceutical and health industry cluster [4] Group 2 - The Beijing Future Pharmaceutical Industry Chain Research Institute was inaugurated, focusing on research and development in the pharmaceutical industry chain and supporting key technology collaboration [5] - The forum also marked the launch of significant life science projects in collaboration with major universities, aiming for breakthroughs in biomedicine and high-end equipment [5] - The Ministry of Industry and Information Technology emphasized the rapid growth of innovative pharmaceutical products, with 48 innovative drugs and 65 innovative medical devices approved for market entry [3]

Group 1 - Raytheon Technology announced a joint investment with Jiangsu Huiding Optical Glasses Co., Ltd. and Optecon Vision Investment Co., Ltd. to establish Jiangsu Rayou Huiding Smart Glasses Co., Ltd., with Raytheon holding a 35% stake [1] - The establishment of the joint venture is expected to enhance the market expansion and strategic layout of Raytheon's smart glasses business [1] Group 2 - Raytheon Technology is recognized as the "first stock in e-sports equipment" on the Beijing Stock Exchange and has been listed in the "China's 500 Most Valuable Brands" for five consecutive years, with a brand value of 21.839 billion [3] - The Raytheon AI Magic Mirror (Raytheon Aura AI Smart Shooting Glasses) was officially launched on June 17, featuring a 1.2 million pixel camera, Sony IMX681 sensor, and Qualcomm Snapdragon AR1 chip, weighing only 39g [3] - Huiding Optical is one of the top three optical brands in China by lens sales, with a service network covering over 2,100 clients nationwide [3] - Optecon Vision is the first listed high-tech enterprise in the eye care sector in China, collaborating with over 1,500 well-known medical institutions and covering more than 2,000 professional optical channel partners [3] Group 3 - The partnership aims to leverage Huiding Optical and Optecon Vision's nationwide sales channels and user resources to accelerate the penetration of Raytheon AI Magic Mirror into offline channels [4] - The collaboration will also provide professional support for the development and upgrade of Raytheon's smart glasses through their teams specializing in myopia prevention and eye health management [4] - This initiative is part of Raytheon Technology's strategy to create a closed-loop ecosystem encompassing product development, channel access, and terminal services [4] Group 4 - According to the National Health Commission, the number of myopia patients in China has exceeded 700 million, with offline optical stores being the primary sales channel for glasses [6] - Euromonitor International indicates that offline optical stores will account for 81.8% of the eyewear sales channels in China by 2024, making them a crucial channel for promoting AI/AR glasses [6] - Raytheon Technology aims to transform into a diversified multi-channel layout, seizing the initiative in the industry chain layout [6] - The company is committed to providing an exceptional user experience and plans to collaborate with more ecosystem partners in product development, market expansion, and service ecosystem construction [6]

Core Insights - The conference focused on the latest research and clinical experiences in critical care medicine, aligning with the "Healthy China" strategy and promoting interdisciplinary collaboration [1][15] - Over 1,300 participants, including top experts and healthcare professionals, attended the event, highlighting its significance in advancing critical care practices [1][15] Part 01: Opening Ceremony - The opening ceremony featured prominent experts discussing the future of critical care medicine, emphasizing the importance of knowledge sharing and professional collaboration [2][3] - The event aimed to enhance medical service quality and support the "Healthy China 2030" initiative [2][3] - The host hospital showcased its achievements in critical care, including the establishment of a "low-altitude rescue network" and a comprehensive treatment platform for severe patients [2][3] Part 02: Main Venue - Experts presented innovative research, including the application of hydrogen-oxygen mixed gas in treating acute exacerbations of COPD and strategies for managing infectious shock [4][5] - The discussions highlighted the importance of personalized treatment and the integration of advanced technologies in critical care [4][5] Part 03: Sub-venues - The graduate forum emphasized the integration of clinical practice and research, providing a platform for young scholars to showcase their work [6] - The focus on full-process management of critically ill patients included discussions on AI applications and precision medicine [7] Emergency and Critical Care Topics - The emergency medicine sessions addressed pre-hospital emergency care and the latest advancements in trauma management [8][9] - The nursing sessions highlighted innovative practices in critical care nursing, including the use of virtual reality technology to prevent delirium [10] Regional Development - The conference underscored the importance of enhancing emergency care capabilities in the region, with presentations on standardized treatment protocols for common emergencies [11] - The discussions aimed to establish a collaborative emergency service system that integrates primary care and specialized treatment [11] Anesthesia and Obstetrics - The anesthesia sessions focused on optimizing perioperative management for high-risk patients and the latest techniques in anesthesia safety [12] - The obstetrics and pediatrics sessions explored advancements in managing critical conditions in pregnant women and newborns, emphasizing multidisciplinary collaboration [13][14] Conclusion - The conference successfully created a comprehensive academic platform, fostering collaboration across disciplines and regions, and enhancing the capabilities of critical care services [15] - The event reinforced the role of the host hospital in advancing critical care and highlighted the potential for further integration of medical resources in the Greater Bay Area [15]

Core Insights - The meeting between Webber Naturals and Kake Group signifies a deepening partnership aimed at leveraging opportunities in the Chinese health supplement market [1][4][10] - Webber Naturals, with a 77-year history, is recognized for its high-quality products and has a strong presence in over 30 countries, making it a reputable brand in the global health sector [4][6] - The Chinese health supplement market is expanding due to increasing health awareness among consumers, creating a favorable environment for collaboration between Webber Naturals and Kake Group [4][6] Company Overview - Webber Naturals is a leading brand in the health industry, known for its rigorous quality standards and certifications from the Canadian Natural Health Products Directorate (NHP) [6] - The company’s star product, fish oil, boasts multiple international certifications and a high absorption rate of over 90%, making it a staple for North American consumers [6] Strategic Collaboration - The partnership between Webber Naturals and Kake Group focuses on optimizing product offerings and innovative marketing strategies to meet the growing health demands of Chinese consumers [10] - Both companies aim to integrate their resources in product development, market expansion, and brand building to promote a healthier lifestyle for consumers in China [10]

Core Viewpoint - Diabetes significantly increases the risk of arterial plaque formation due to prolonged high blood sugar levels, which damage blood vessel linings and promote cholesterol deposition [2]. Group 1: Risk Factors and Health Implications - Epidemiological studies indicate that individuals with diabetes have a notably higher risk of developing arterial plaques compared to non-diabetic individuals [2]. - High blood sugar levels lead to oxidative stress and inflammation, contributing to vascular damage and the accumulation of low-density lipoprotein cholesterol (LDL) in blood vessel walls, resulting in atherosclerosis [2]. - Atherosclerotic cardiovascular diseases can affect major blood vessels throughout the body, including the heart, brain, and lower limb arteries, posing significant health risks for many diabetes patients [2]. Group 2: Early Warning Signs and Medical Guidance - Individuals with a family history of diabetes and cardiovascular diseases should be vigilant for early symptoms such as chest pain, dizziness, and leg pain, and seek medical attention promptly [3]. - Regular medication adherence is crucial for diabetes patients, especially those at risk for cardiovascular diseases, who may benefit from glucose-lowering medications with cardiovascular risk control properties [3]. - Lifestyle modifications, including smoking cessation, alcohol moderation, regular exercise, and weight management, are recommended to prevent disease onset [3]. Group 3: Prevention and Monitoring Strategies - Prevention of plaque formation should focus on dietary management, including caloric control, reduced salt and oil intake, and optimized macronutrient distribution [4]. - Regular health monitoring is essential, including blood tests for glucose, glycated hemoglobin, and lipids, as well as ultrasound examinations to check for arterial plaques [4]. - Urine tests for microalbumin can also be part of the monitoring strategy to assess kidney function and overall health [4].

Core Insights - The eye health industry in China is evolving from a single treatment model to a comprehensive lifecycle health management approach, creating diverse market demands and consumption scenarios [1] - Santen Pharmaceutical is increasing its resource investment in China to explore business models that align with its product attributes, aiming to develop a "second curve" for growth in the Chinese market [1] Company Strategy - Santen's "China 2.0 Strategy" focuses on embracing consumer needs beyond serious medical treatments, recognizing the diversification of healthcare supply and demand in China [2] - The strategic upgrade is encapsulated in the 'R-E-A-C-H' model, which includes Retail, E-commerce, Ahead (Bay Area project), CSO (Contract Sales Organization), and Hospital channels to enhance market penetration and business development [2] Investment and Production Capacity - Santen is investing in deep value chain integration, with a new production base in Suzhou set to have an annual capacity exceeding 800 million eye drops, enhancing supply capabilities in the Asia-Pacific region [3] - The company is committed to long-term investment in China, with its own R&D center and a top-tier professional team, aiming to leverage China's strong production capacity and innovative environment [3] Market Potential - The eye health market in China is viewed as a blue ocean with untapped potential, and Santen calls for collaboration across the industry to build a local eye care ecosystem [4] - The value of the Chinese ophthalmology market lies not only in its size but also in the potential for ecological collaboration to unlock unexploited opportunities [4]

证券代码：300181 证券简称：佐力药业 编号：2025-010 浙江佐力药业股份有限公司 投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | ☑其他 | （线上会议） | | 参与单位名称及 | 平安资管：张旭欣。 | | 人员姓名 | 长城证券：刘鹏、袁紫馨；东方基金：王芳玲、邵子馨；安信 | | | 基金：陈嵩昆；宏利基金：周少博；留仁资产：孙鼎立；海富 | | | 通基金：刘海啸；诺昌投资：许耀文。 | | 时间 2025 | 年 7 月 3 日 10:00-11:00 | | 2025 | 年 7 月 3 日 16:00-17:00 | | 地点 | 公司会议室、线上会议 | | 上市公司接待人 | 董事、常务副总经理：冯国富先生 | | 员姓名 | 董事会秘书：吴英女士 | | | 问题一：国家基药目录中是否有乌灵胶囊相关竞品？后续变化 | | | 是否会对公司产生影响？ | | | 答：现行的《国家基本药物目录》为 2018 年版 ...

Group 1 - The strongest heatwave of the year is impacting China, prompting various local measures such as cooling stations and technological cooling solutions to ensure the well-being of the public [2] - The All-China Federation of Trade Unions has allocated nearly 40 million yuan to support "cooling" activities for outdoor workers, aiming to protect their health during high-temperature operations [2] - The ongoing high temperatures pose significant challenges to production and daily life, with smart agriculture providing solutions to protect crops from heat [4] Group 2 - A national-level health risk warning for high temperatures has been jointly issued by the National Health Commission and the China Meteorological Administration, highlighting multiple health risks associated with heatwaves [6] - A health risk forecasting model has been developed to guide the public on how to respond to heat-related health risks, including staying indoors, avoiding outdoor activities during peak heat, and ensuring adequate hydration [9] - Experts warn that prolonged exposure to high temperatures can lead to serious health issues such as heatstroke, advising individuals to monitor their health and seek medical attention if symptoms arise [9]

证券研究报告 | 行业周报 gszqdatemark 2025 07 06 年 月 日 食品饮料 周观点：关注健康化消费趋势、产品创新与渠道迭代 分析师 李梓语 执业证书编号：S0680524120001 邮箱：liziyu1@gszq.com 分析师 陈熠 执业证书编号：S0680523080003 邮箱：chenyi5@gszq.com 分析师 王玲瑶 执业证书编号：S0680524060005 邮箱：wanglingyao@gszq.com 相关研究 1、《食品饮料：周观点：啤酒饮料正当旺季，持续关注 渠道变化》 2025-06-29 2、《拆解 IFBH 的椰子水王国：——饮料行业系列报告 （二）》 2025-06-24 3、《食品饮料：保健品 618 点评：健康消费风起，细 分赛道亮眼》 2025-06-24 投资建议：1、白酒：多家高管调整，产业持续迭代更新，期待板块筑 底企稳，建议关注"优势龙头、红利延续、强势复苏"三条主线：1） 优势龙头，头部酒企份额持续提升：贵州茅台、五粮液、山西汾酒、古 井贡酒；2）红利延续，高确定性区域酒：今世缘（江苏格局红利）、 迎驾贡酒（洞藏大单品红利）等；3）受益 ...