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生物医药ETF(512290)盘中涨超2%,创新药产业趋势获市场关注
Mei Ri Jing Ji Xin Wen· 2025-09-30 18:18
每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 华源证券指出,医药生物行业在创新药的带领下反弹显著,中国创新药作为未来10年的产业趋势, 投资机会明确。中国医药行业已完成新旧动能转换,创新产业已具规模,传统药企完成创新转型,研发 能力跃居全球前列。出海能力持续提升,创新药械License out频现,中国药企成为全球MNC重视的创新 来源。老龄化加速推动心脑血管、内分泌等慢性病需求提升,银发经济潜力大。支付端医保收支稳健增 长,商业保险发展构建多层次支付体系。AI技术为医药行业带来新发展机遇。生物制品领域,创新药 械及产业链是明确趋势,多款产品进入临床阶段,覆盖心血管、肾脏、代谢等慢病领域,部分产品已提 交IND申请或进入II期临床,显示出优异疗效。行业结构性高增长领域值得期待,2025年医药行业持续 边际好转,2026年业绩有望进一步改善。 生物医药ETF(5122 ...
中国“贴牌”电气公司布局养老机器人成潮流,养老服务细分场景激活市场想象力
Cai Jing Wang· 2025-09-30 09:49
9月29日,"按摩椅第一股"奥佳华在互动平台向投资者表示,公司目前正以"国家博士后科研工作 站"和"国家企业技术中心"为建设载体,通过与"中国科学院海西研究院"联合培育具身智能健康服务机 器人核心技术和场景融合,契合国家银发经济和养老服务的大健康战略。 前不久,奥佳华还在互动平台向投资者表示,公司在"AI+健康"领域,坚持创新驱动、服务市场和长期 投入,公司的"基于中医穴位理论的智能推拿机器人"项目顺利通过厦门科技局立项验收。 与智能体(Agent)等仅仅可以改变虚拟世界的产品相比,人形机器人可以通过模仿人体动作来对人类 赖以生存的现实物理世界施加影响。 随着人形机器人热度的攀升,我国有越来越多的"贴牌"电气公司开始宣传公司已有业务与具身机器人的 种种联系。 养老场景为人形机器人提供丰富的想象空间,欧圣电气和倍轻松等电气类上市公司也纷纷瞄准银发经济 这一风口,并根据银发用户不同的细分场景需求,针对性地推出了别具风格的人形机器人养老产品。 不过,《财经新康养》注意到,我国有关养老机器人的产品大都处于起步阶段,在商业化落地方面仍有 较大进步空间。 例如,奥佳华上述提到的"基于中医穴位理论的智能推拿机器人"项目20 ...
泰康模式塑造中国养老新生态
Zheng Quan Ri Bao Wang· 2025-09-30 03:11
本报讯(记者冷翠华)"世界那么大,我想去看看"——这句曾属于年轻人的口号,如今成了很多老年人的 共同愿望。72岁的李勇与73岁的刘寅阁夫妇入住泰康之家养老社区两年来,在全国16家园区开启"候鸟 旅居",把退休生活过成了"蜜月"。这一幕,正是我国老龄化浪潮下养老观念深刻变革的缩影。 专家预计,到2035年我国60岁及以上人口将突破4亿,银发经济规模有望达30万亿元,社会对专业养老 服务的需求愈发迫切。基于对长寿时代痛点和趋势的深刻洞察,泰康保险集团早在2007年便布局医养领 域,通过探索与创新,持续完善养老方案,重塑中国养老新生态。 旅居养老需求旺盛 国家统计局数据显示,2024年底我国60岁及以上人口首次突破3亿,其中"有钱有闲"的活力老人占比持 续提升。中国旅游研究院测算,2025年底我国老年国内旅游出游人数将达10.05亿人次,旅居养老、文 化养老等新需求快速增长。 政策层面也在为养老服务提供支撑。例如,中共中央、国务院《关于深化养老服务改革发展的意见》明 确提出"大力开发旅居养老市场",北京市则推动建立"冬南夏北"候鸟式养老机制,为专业养老机构提供 政策支撑。据了解,泰康之家.滇园在9月20日开业前已吸 ...
蒙牛集团与光大养老已达成战略合作,“营养+康养”共绘银发产业新蓝图
Xin Lang Cai Jing· 2025-09-30 02:15
李鹏程表示,本次合作是基于双方共同的发展理念,是对行业发展趋势与国家健康战略的积极响 应。"营养+康养"的结合,将为中老年群体带来更多的健康和快乐。未来,双方将以此次战略签约为契 机,共同打造世界一流银发人群综合康养服务体系和专属营养解决方案,为增进中老年人福祉、助 力"健康中国"建设贡献力量。 9月29日,蒙牛集团与光大养老在京签署战略合作协议,双方将围绕银发群体的健康管理、营养产品定 制、医养结合、康养服务、科研协同等多个领域开展全面合作,共同推动老年营养与养老服务深度融 合,携手擘画银发营养健康产业新蓝图。 签约仪式上,蒙牛集团党委副书记、高级执行总裁李鹏程与光大养老党委书记、董事长马学全分别代表 合作双方致辞。 近年来,蒙牛积极响应国家战略号召,全面推进"一体两翼"战略,加速开拓功能营养与精准营养市场。 尤其在针对中老年人群的银发产品开发方面,蒙牛聚焦骨关节肌肉、心血管健康、免疫健康、神经认知 功能、肠道健康、美容抗衰、运动营养等关键领域,持续加大研发创新力度,打造出"悠瑞"骨力金装中 老年奶粉、"安糖盾"益生菌粉等系列产品,全面满足中老年人群的精准营养需求。 光大养老作为中国光大集团旗下康养板块战略 ...
超级会员9月学习实录:银发经济新机遇与未来三年投资方向
吴晓波频道· 2025-09-30 00:29
Core Insights - The article emphasizes the importance of identifying wealth opportunities for ordinary individuals in the current economic climate, focusing on both entrepreneurial ventures and investment strategies [2][32]. Group 1: Online Workshops - The online workshops are designed to explore two main paths for personal wealth growth: earning through work and earning through investments [5][6]. - The first workshop, led by investor Wang Cen, discusses low-cost business opportunities suitable for ordinary people, particularly in a slowing economy [6][12]. - Key insights include the CHEES model for market scanning, which focuses on five consumer needs: affordability, health, emotional connection, entertainment, and lifestyle [7][11]. - Three high-potential business sectors are highlighted: - The "无人经济" (无人自助娱乐,无人情趣用品, and 无人自助健身房) which leverages technology for cost efficiency and convenience [9]. - The second-hand market, particularly in restaurant equipment and luxury goods, which addresses information asymmetry in high-value asset transactions [9]. - The light model for small shops, emphasizing "single product hits" and operational efficiency with investment thresholds between 150,000 to 500,000 yuan [10]. Group 2: Investment Strategies - The second workshop, led by economist Zhu Zhenxin, focuses on core investment logic and market valuation principles for the A-share market [12][17]. - Five core principles for understanding market valuation are presented: - Profitability is prioritized over asset value, with a focus on cash flow generation [13]. - Long-term stability is favored over short-term performance [14]. - Growth potential is more valuable than current performance [15]. - Macro factors should be considered over micro factors in investment decisions [16]. - Focus on leading companies with competitive advantages in a differentiated market [17]. Group 3: Offline Practical Course - An offline course held on September 20 in Hangzhou aimed to bridge theory and practice, featuring real-world case studies from successful entrepreneurs [19][21]. - Key highlights include: - Wang Cen's analysis of three high-potential sectors using the CHEES model, including the "银发经济" (silver economy) and its opportunities in senior care and health products [22]. - The "宠物经济" (pet economy) focusing on high-margin services like pet funerals, showcasing a successful case with annual revenue of 230 million yuan [22]. - The community dining model exemplified by "元气考拉," which operates as a second kitchen with a focus on efficiency and low investment [25]. Group 4: Membership Value - The membership program offers a comprehensive growth support system, combining online learning, offline engagement, and community networking [27][32]. - Members have access to over 180 courses, including ongoing updates on business insights and investment trends [28][31]. - The program aims to provide a systematic understanding of wealth generation and practical methodologies for implementation [33].
第八届虹桥论坛发布“八大亮点” 参会精英人数将创历届新高
Zhong Guo Xin Wen Wang· 2025-09-29 18:36
本届论坛将继续致力于为各方提供交流平台,促进政商沟通和贸易投资合作;将充分发挥与进博会同期 举办的独特优势,进一步促进"展""会"融合联动,放大综合效应。 据了解,9月26日起,第八届虹桥论坛公开注册正式启动。(完) (文章来源:中国新闻网) 中新网上海9月29日电(李秋莹)第八届虹桥国际经济论坛(简称虹桥论坛)将于2025年11月5日至10日在国 家会展中心(上海)举办。作为促进全球开放、完善全球经济治理的国际公共产品,虹桥论坛始终以开放 的视角观察发展大势,为建设开放型世界经济和构建人类命运共同体凝聚全球共识。日前,虹桥论坛秘 书处发布"八大亮点",抢先剧透今年的精彩看点。 据悉,第八届虹桥论坛将以"开放共创新机遇合作共享新未来"为主题。论坛围绕"重振多边合作""数智 赋能""绿色和可持续发展""更加开放的中国"四个板块设置25个分论坛及多场闭门会,既探讨宏观顶层 设计,又关注行业前沿实践。全球治理倡议、"全球南方"群体性崛起、世界贸易重构、产供链韧性、人 工智能、绿色产业、数字经济、科技创新、银发经济等议题广受关注。 本届论坛将继续汇聚超过400位政府及国际组织代表、商业精英、顶尖学者等发言嘉宾,近万名 ...
机械行业稳增长方案出台 2026年营收破10万亿
Zheng Quan Shi Bao· 2025-09-29 18:10
Core Viewpoint - The "Mechanical Industry Stabilization Growth Work Plan (2025-2026)" aims for an average revenue growth rate of approximately 3.5% and a revenue target exceeding 10 trillion yuan by 2026, addressing challenges such as external shocks, insufficient domestic demand, and irrational competition [1][2]. Group 1: Key Objectives - The plan emphasizes the importance of the mechanical industry as a cornerstone of industrial economy and a vehicle for modern industrial system development [1]. - It sets a target for the mechanical industry to achieve an average revenue growth rate of around 3.5% and to surpass 10 trillion yuan in revenue by 2026 [1]. - The plan aims to cultivate competitive small and medium enterprises and industry clusters with international competitiveness [1]. Group 2: Key Tasks - The plan outlines 14 key tasks focusing on both supply and demand sides, including enhancing effective demand by tapping into existing market potential and fostering new economic sectors [2]. - It emphasizes the need for significant technological upgrades and the replacement of outdated equipment, particularly in sectors like automotive, aerospace, and clean energy [2]. - The plan also highlights the importance of improving the supply capacity of quality equipment through innovation and enhancing the resilience of the industrial supply chain [2]. Group 3: Implementation Measures - To ensure successful implementation, the plan includes measures such as strengthening departmental collaboration, encouraging local governments to develop supportive policies, and enhancing financial support for technological innovation [3]. - It calls for the establishment of a risk warning mechanism for the mechanical industry to monitor and address stability issues [3]. - The plan aims to create a market-oriented, legal, and international business environment while addressing irrational competition within the industry [3].
《江门市居家社区养老服务条例》10月1日起实施
Nan Fang Du Shi Bao· 2025-09-29 14:57
构建全方位服务体系 9月29日,江门市人大常委会召开《江门市居家社区养老服务条例》新闻发布会。记者在会上获悉,江 门市养老服务领域首部地方性法规——《江门市居家社区养老服务条例》(下称《条例》)将于今年10 月1日施行。《条例》分7章,共44条,从服务设施、服务供给、医养结合、服务保障等方面作出规定, 为全市约100万老年人实现"在家享老"提供法治保障。 立法破解养老难题 当前,江门市约有老年人100万人,绝大部分老年人选择居家或社区养老,随着人口老龄化程度持续加 深,养老服务供需矛盾日益凸显。江门市人大常委会法制工委主任侯明飞介绍,《条例》的制定是强化 居家社区养老服务供给体系建设、推动养老服务高质量发展的现实需要,也是破解居家社区养老服务保 障难题、培育银发经济发展新动能的重要举措。 《条例》分7章,共44条,重点聚焦服务设施、服务供给、服务保障及医养结合等核心需求,推动服务 从"兜底保障"向"精准普惠"升级,逐步实现"服务供给能力增强、服务质量提升、老年人获得感显著提 高"的发展目标。 在养老服务设施方面,《条例》从规划编制、配建标准、建设要求等方面作出详细规定,明确实行"分 类施策",对新建城区、新建 ...
银发经济崛起,母婴店如何抓住机遇以布局全家营养
Sou Hu Cai Jing· 2025-09-29 12:49
文|特约撰稿 阿杜 当新生儿数量持续走低,传统母婴渠道 得 如今母婴行业, 奶粉 与 纸尿裤 的 利润日益摊薄, 我们的 行业正站在转型的十字路口。据最新数据显示, 中国 60周岁及以上老年人口已达3.1亿,占总人口的22%,银发经济市场规模预计达到8万亿元。 与此同时,老年营养和保健品消费以 30.1%的惊人增幅迅猛增长,是全国服务业平均增速的3倍。这场银色风暴正为困境中的母婴店指明新方向—— 以婴童线守住生命线,以银发经济开拓增长线,掘金全家营养市场。 市场变革 从摇篮到银发,母婴店转型的必然选择 人口结构变迁正悄然重塑消费市场格局。 我国当前呈现出典型的 "宝塔型"人口分布态势,60后至90后这四代主力人群构成了庞大的人口基座。 作为社会中坚力量的他们,掌握着主要的社会财富,健康消费需求多元化, 他们更深刻地影响着行业 从传统的母婴消费延伸到更广泛的家庭健康管理。随着出生率持续走低,传统母婴市场增长乏力,拓圈已成为生存的必然选择。 有 不少母婴店老板 直言, " 只做 婴 童就丢掉了 至少 6 0%的健康消费市场 。 " 银 发经济的崛起为母婴店提供了前所未有的机遇。新一代银发群体与传统印象中的老年人截 ...
全国首单含数据知识产权的银发经济专题ABS成功发行
Zhong Zheng Wang· 2025-09-29 11:55
Core Viewpoint - The successful issuance of the "Caitong-Hangzhou Binjiang Intellectual Property Phase 2 Asset-Backed Special Plan (Technology Innovation)" marks a significant development in the asset-backed securities (ABS) market, being the first nationwide ABS product focused on data intellectual property in the silver economy sector [1][2]. Group 1: Project Details - The issuance scale of the project is 102.5 million yuan, and it includes 71 patents from 14 high-quality technology innovation enterprises located in the Hangzhou High-tech Zone (Binjiang) [1]. - The financing cost for the participating enterprises is only 1.195%, significantly reducing their financing expenses [1]. Group 2: Background and Strategic Importance - This project is part of a broader initiative by Caitong Asset Management to apply for multiple phases of the asset-backed special plan, with the first phase already listed on the Shenzhen Stock Exchange in January, which was the first to include game and animation copyrights [1]. - Caitong Asset Management has established a comprehensive product matrix covering ABS, Pre-ABS, private REITs, and public REITs, providing full-chain services from asset selection to financing design and subsequent operations [2]. Group 3: Market Impact and Future Prospects - The project aims to facilitate the conversion of data resources into financial capital, effectively serving technology innovation enterprises in the pharmaceutical, health, and medical product sectors [2]. - The success of this initiative has generated interest from more small and micro technology enterprises and financial institutions, with local governments encouraged to use this as a branding tool for future investment attraction [2].