（原标题：和讯投顾张培准:横盘整理不改上行趋势,证券板块有望向上挑战更高高度） 7月14日，和讯投顾张培准称，今天周一，上证指数继续沿5天均线上攻，短期上涨趋势未变，价格突破3500后继续向更高点挑战，这一轮上涨目 标先看3600或3700，摸到3700概率较大，之后可能在3700点附近横盘整理再选择方向。上证指数仍可继续看涨。中小板、创业板今天回落回踩5天 均线，但仍是强势上升格局。中证1000指数上周五中阴线后今天横盘整理。领涨板块中，人形机器人因周末利好消息，部分公司收到实打实订 单，板块指数走势稳健，目前1800点下方空间有限，上方看到2000点有10%涨幅，板块个股涨幅可能在10%至30%，强势个股能涨30%，该板块调 整已有四五个多月，指数在60天均线附近横盘整理后向上突破，当下值得高度关注，机会不少。电力板块突破前期横盘压制区域，到1300点后继 续上攻，上行趋势未变，走势稳健，上涨后横盘再继续向上，电力板块中强势个股可继续持有。医药板块走势分化，指数从2050张到2200后形成 双头，前期张幅较大的个股已出现明显获利回吐，若板块指数从2200回调至60均线附近，将是更好的买点，当下医药板块中保 ...

2023年7月15日，省委、省政府站位高远、前瞻谋局，重建河南省医学科学院、一体打造中原医学科学 城（以下简称"中原医科城"），拉开了中原医科城建设的大幕。 两年建设发展，中原医科城"城"势而上，聚变升级。 集聚之势澎湃——顶尖科研机构、高端医疗企业、一流创新人才加速汇聚，形成生物医药与健康产业 的"强磁场"。 协同之势强劲——产学研医深度融合，基础研究、临床转化、产业应用全链条贯通，创新生态活力迸 发。 领先之势凸显——突破关键技术、抢占行业高地，在基因治疗、智能医疗、新药研发等领域引领风向。 三"势"联动，一座辐射全国、面向全球的医学创新标杆之城，正以澎湃动能在郑州航空港经济综合实验 区这片热土强势崛起！ 集聚之势"加速度" 将一组血液样本无序放入设备，只需轻轻按键，便可实现自动分类、自动检测、自动生成数据……华润 医学诊断技术（河南）有限公司全自动实验室流水线"威力"大，可开展肿瘤早筛等2000余项检测项目， 日检测能力达万份样本。 政策集聚、数据集聚、成果集聚……2024年9月，在第41届全国医药工业信息年会上，中原医科城荣获 全国"最具投资潜力的生物医药大健康产业新城"称号——随着龙头企业、领军人物 ...

这一热潮得以被点燃，很大程度上得益于社交媒体的传播。比如，美国网红米歇尔·伍德赴墨接受面部 拉皮手术，她在TikTok上分享的视频获得超过6600万次播放量，成功"带火"其主刀医生玛丽贝尔·贝尔 蒙特斯。后者在接受采访时表示："电话和邮件从不间断，部分患者甚至希望第二天就动手术。"许多患 者选择在TikTok上公开分享整形经历，包括手术过程、费用明细、恢复情况等细节内容，这种分享增加 了相关内容的流量与热度。 尽管市场热度持续攀升，相关风险与乱象亦引发关注。近三年，墨西哥卫生监管机构已关闭全国范围内 97家非法整形诊所，其中墨西哥城占48家。此外，术后并发症处理与法律申诉问题也是重要风险点。尽 管墨西哥相关部门可受理投诉，但因语言障碍和程序复杂，大多数患者如果遇到问题只能选择忍气吞 声。相关医生提醒称，患者应选择有认证执照的专业医师，并清晰区分"整形外科医生"与"美容医生"两 者资历差异。前者通常需14年专业训练，而后者仅受短期培训。（徐永晟） 【环球时报综合报道】据西班牙《国家报》13日报道，近年来，墨西哥医美旅游产业呈现快速增长态 势，吸引了大批来自北美及欧洲的海外患者。国际美容整形外科学会（ISAPS） ...

全国基本医疗保险参保约13.27亿人 公报显示，截至去年底，全国基本医疗保险参保约13.27亿人，参保率稳定在95%以上。去年全国基本 医疗保险基金总收入34913.37亿元，基金总支出29764.03亿元。 截至去年底，职工医保参保37948.34万人，城乡居民基本医疗保险参保94713.73万人。 待遇享受方面，去年职工参保人员待遇享受人次为53.08亿人次，同比增长9.9%；职工医保参保人员次 均住院费用为11707元，目录内基金支付比例84.8%。 国家医保局近日发布的《2024年全国医疗保障事业发展统计公报》显示：2024年，中国特色医疗保障制 度持续完善，群众待遇巩固提升，基金运行安全稳健，管理服务提质增效。 自国家医保局成立以来，医保基金累计支出16.48万亿元，年均增速达11%。2018年至2024年，医保谈 判新增药品协议期内销售额超5400亿元，其中医保基金支出超3700亿元。 约2.53亿人参加生育保险 公报显示，生育保险制度保障功能持续发挥。去年，全国参加生育保险约2.53亿人，同比增长1.6%；生 育保险基金支出1402.93亿元，同比增长19.2%。截至去年底，31个省份和新疆生产 ...

Core Viewpoint - Jilin Aodong has established a comprehensive modern enterprise system and implemented a multi-wheel drive strategy of "pharmaceuticals + finance + health" to enhance its competitiveness and market presence [1][6]. Group 1: Company Development - Jilin Aodong started as a state-owned deer farm and evolved through the establishment of a pharmaceutical factory, shareholding reform, and listing on the Shenzhen Stock Exchange, becoming a well-known pharmaceutical enterprise [2][3]. - The company has a strong presence in the Dunhua area, leveraging local natural resources, particularly from Changbai Mountain, to develop its pharmaceutical and health businesses [2][3]. - Jilin Aodong's product portfolio includes over 628 production approval numbers, with more than 300 for both traditional Chinese medicine and chemical drugs [2][3]. Group 2: Strategic Focus - The company aims to enhance its product matrix by focusing on core products and expanding into related industries such as health food and agriculture [4][5]. - Jilin Aodong is committed to increasing R&D investment, particularly in the ginseng industry, with a target to reach a total output value of 800 billion yuan by 2025 and over 1 trillion yuan by 2030 [3][6]. Group 3: Financial Performance - In the first half of the year, Jilin Aodong expects a net profit of 1.236 billion to 1.29 billion yuan, representing a year-on-year growth of 130% to 140% [6]. - The company has made significant investments in various pharmaceutical and financial sectors, including becoming the largest shareholder of GF Securities, which has yielded substantial returns [4][7]. Group 4: Market Expansion - Jilin Aodong's investments in companies like First Pharmaceutical and Nanjing Pharmaceutical have facilitated market penetration in economically developed regions such as the Yangtze River Delta and Pearl River Delta [4][6]. - The company is actively involved in establishing funds for investments in biopharmaceuticals and medical research, enhancing its collaborative efforts in the pharmaceutical industry [7].

Group 1 - The A-share merger and acquisition (M&A) market has experienced explosive growth since 2025, driven by policies such as the "Six Merger Rules" and the revised regulations on major asset restructuring, with over 200 disclosed M&A events as of July 14, 2025, marking a nearly fourfold increase compared to the same period in 2024, reaching a historical high [1][2] - The concentration of financial advisory services among securities firms is increasing, with 81 institutions participating in domestic M&A services as of July 14, 2025. CITIC Securities leads with 25 projects, followed by Huatai Securities with 17, and CICC and CITIC Jianzhong with 16 and 10 projects respectively [2] - The market shows a clear "80/20" distribution, with the top five securities firms, including CITIC Securities, accounting for over 50% of the market share. Despite rapid growth in domestic business, Chinese securities firms still lack capabilities in handling complex cross-border transactions [2] Group 2 - Globally, the M&A market has shown signs of recovery after a decline since its peak in 2021, with announced M&A transaction values reaching $3.6 trillion in 2024, a 14.31% increase year-on-year, and the number of transactions growing by 3.05% [3] - Technology-driven M&A transactions remain active, with companies seeking new growth points through acquisitions, particularly in sectors such as information technology, green energy, and healthcare, driven by the urgent need for economic transformation and industrial upgrading [3] - Regulatory trends in the U.S. and Europe have led to increased scrutiny of foreign acquisitions to maintain economic security and market competition, with antitrust reviews becoming stricter, particularly in the technology sector [4] Group 3 - The China Securities Association suggests enhancing regulatory inclusiveness to encourage high-quality M&A transactions, focusing on ensuring fairness and transparency in transactions, particularly in information disclosure [4][6] - Optimizing antitrust review mechanisms is essential to balance innovation and competition, with differentiated review standards for domestic technology company acquisitions and establishing dynamic exemption mechanisms for mergers that can promote technological breakthroughs [5][6] - Improving cross-border M&A regulations and frameworks is crucial, including refining requirements for red-chip companies and establishing cross-border data-sharing mechanisms to avoid regulatory arbitrage [6]

Group 1: Investment and Financial Trends - As of the end of April this year, Shenzhen's private equity and venture capital funds have invested in 20,400 projects, targeting 12,500 companies nationwide, with a total investment amount of 970.275 billion yuan, showing a year-on-year increase of over 2% in early-stage, small, and hard technology projects [1] - The number of projects directed towards early-stage technology companies and the corresponding investment amount have increased by 3.89% and 3.93% year-on-year, respectively [1] Group 2: Transportation and Technology Innovations - The Hong Kong government has issued its first official taxi fleet license to Star Taxi Service Company for a period of five years, allowing the fleet to provide ride-hailing services [2] - This initiative is part of a series of measures by the Hong Kong government to optimize taxi services, aiming to establish a professional and technology-driven fleet management system [2] Group 3: Healthcare and Pharmaceutical Developments - A hospital in Shenzhen has become the first in the city to prescribe domestically developed weight-loss drugs, Ma Shidu and Te Erbo, which significantly enhance weight loss effects, especially for patients with stubborn obesity [3] - The introduction of these drugs reflects the advancement of China's biopharmaceutical industry's independent innovation capabilities and Shenzhen's pioneering efforts in medical technology applications [3] Group 4: Scientific Research and Development - China's first ocean-class intelligent research vessel, "Tongji," has been officially delivered, marking a significant advancement in marine research capabilities [4] - The vessel, which began construction in April 2024, is a 2,000-ton intelligent comprehensive research ship that will facilitate the transition from basic research to the integration of science and technology [4] Group 5: Market Performance - On July 14, the Shenzhen Composite Index closed at 10,684.52 points, down 0.11% [5] - Notable gainers in the Shenzhen market included Changrong Co. at 9.05 yuan with a rise of 20.03%, and Xinling Electric at 42.13 yuan with a rise of 19.99% [6] - Conversely, leading decliners included Yuandao Communication at 21.60 yuan, down 20.00%, and *ST Zitian at 3.52 yuan, down 17.76% [6]

四、风险提示及其他相关说明 证券代码：002693 证券简称：*ST 双成 公告编号：2025-047 海南双成药业股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 亏损：1,300 万元–1,900 万元 归属于上市公司股东的净利润 亏损：1,694.62 万元 比上年同期：下降 12.12%至增长 23.29% 亏损：1,555 万元-2,155 万元 扣除非经常性损益后的净利润 亏损：1,775.95 万元 比上年同期：下降 21.34%至增长 12.44% 基本每股收益 亏损：0.0313 元/股–0.0458 元/股 亏损：0.0409 元/股 营业收入 7,500 万元–9,500 万元 9,489.26 万元 扣除后营业收入 7,200 万元–9,200 万元 9,257.54 万元 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所 审计。 三、业绩变动原因说明 （一）预计本报告期归属于上市公司股东的净利润比上年同期下降 12.12% 至增 ...

Core Insights - The insurance industry in China has reported significant claims in the first half of the year, with China Life and Ping An Life totaling 508.2 billion yuan in payouts, indicating a substantial gap in critical illness coverage for consumers [1][2][4] Claims Data Summary - China Life reported over 12.14 million claims amounting to over 302 billion yuan, with a payout rate of 99.6%, while Ping An Life paid out 206.2 billion yuan across 237.7 million claims [2] - Other insurers like Taikang Life, Xinhua Insurance, and others also reported significant claims, with average payouts for critical illness insurance being around 40,000 yuan, which is insufficient compared to the average treatment costs of 200,000 to 500,000 yuan for serious illnesses [2][3] Health Insurance Market Dynamics - The health insurance market is expected to undergo changes due to new policies linking basic medical insurance and commercial health insurance, which will likely increase both the number and amount of claims in the future [4][5] - Medical insurance claims accounted for over 70% of total claims at Zhongyou Life, with a year-on-year increase of over 50%, indicating a growing trend in medical insurance claims [4] Regulatory Changes and Industry Impact - The recent announcement of the new drug directory for commercial health insurance is expected to enhance drug accessibility and provide more flexible coverage options for consumers, while also prompting insurers to innovate their products [5] - The new policies are anticipated to intensify competition in the health insurance market, with leading insurers gaining a competitive edge [5]

Group 1: Company Performance - Aopu Mai expects to achieve approximately 177 million yuan in revenue for the first half of 2025, representing a year-on-year growth of about 23.25% [1] - The company anticipates a net profit attributable to shareholders of approximately 37 million yuan, an increase of about 53.28% year-on-year [1] - Aopu Mai's net profit after deducting non-recurring gains and losses is expected to be around 29.03 million yuan, reflecting a year-on-year increase of approximately 73.46% [1] Group 2: Industry Trends - Multiple CXO companies have reported positive performance forecasts for the first half of 2025, indicating a potential turning point for the CXO industry [2] - WuXi AppTec expects to achieve approximately 20.64% year-on-year revenue growth, with adjusted net profit projected to increase by about 44.43% [2] - The overall market sentiment for the CXO sector is improving, driven by a recovery in global healthcare financing and a favorable domestic policy environment [3] Group 3: Market Dynamics - The global healthcare investment and financing amount is showing a recovery trend, with a projected growth rate of 25.3% in 2024 [3] - The domestic innovative drug sector is experiencing a positive market trend, with over 80 business development transactions in the first half of the year, significantly higher than the previous year's average [3] - Analysts suggest that the CXO sector may benefit from a chain of encouraging innovation policies and improved financing conditions, although there are concerns about market overheating [3]