Core Points - The National Medical Insurance Administration has officially launched the 11th batch of centralized procurement, including 55 drug varieties after a rigorous three-stage selection process [1][2] - This batch introduces a new sales threshold of 100 million yuan, excluding 24 varieties with sales below this threshold, reflecting a focus on drug quality and innovation [1][2] - The selection process emphasizes intellectual property protection, excluding drugs with unexpired patents and those with high clinical risks [2][3] Selection Criteria - A total of 122 candidate varieties were initially screened, with 55 ultimately selected based on criteria such as market scale, clinical expert opinions, and risk assessments [2][3] - Selected drugs cover various therapeutic areas, including anti-infectives, anti-tumor, diabetes, and cardiovascular medications [2] - Specific selection criteria include having at least seven companies for reference formulations and a procurement amount exceeding 100 million yuan in 2024 [2][3] Quality Control Measures - The new procurement rules raise the qualification requirements for bidders, mandating at least two years of production experience for the drug's manufacturing entity [3] - The National Medical Products Administration will implement comprehensive inspections and product sampling to ensure the quality of selected drugs [3][4] - In 2024, the administration aims for 100% coverage of selected varieties and enterprises through a combination of national and local sampling [3][4] Reporting and Quoting Adjustments - The new rules allow medical institutions to report quantities based on specific brands rather than generic names, aligning supply with clinical needs [4][5] - Institutions are required to report quantities that are at least 80% of actual usage, with flexibility for adjustments based on clinical demand [4][5] - The procurement process will also address irrational low-price competition and supply risks through updated bidding rules and penalties [5][6] Policy Evolution - The 11th batch of procurement marks a shift from a focus solely on low prices to a dual emphasis on quality and price [7] - The centralized procurement initiative has been ongoing for seven years, covering 435 drug varieties and significantly reducing drug prices for the public [7]

往后看，"反内卷"及城市更新相关政策对需求侧的拉动需进一步观察。三季度经济数据验证较为关键： 一是观察内部经济动能变化情况，二是8月关税豁免期结束外部影响或重新放大。若7—8月数据验证经 济动能低于目标增速，则不排除宏观政策适时发力托举。 7月是缴税大月，资金利率走势很大程度取决于央行的对冲操作。7月15日是增值税、所得税等主要税种 的纳税申报截止日，税期时点流动性明显收敛，存款类机构隔夜质押式回购利率上行至1.53%附近，7 天质押式回购利率则上行至1.56%附近。 7月15日，央行公开市场逆回购继续放量，释放明确呵护信号。当日，央行开展了3425亿元7天期逆回购 操作。同时，690亿元逆回购到期及1000亿元MLF到期，单日全口径净投放1735亿元。此外，央行还进 行1.4万亿元买断式逆回购操作（包括3个月期8000亿元和6个月期6000亿元），当日实际净投放规模达 15735亿元。现阶段由短及长的利率曲线关系较为顺畅，资金、存单和长债利率未出现倒挂情形，资金 面持续紧张概率不高。 从广义流动性来看，政府债继续支撑6月社融增速回升，6月政府债净融资规模达到1.41万亿元，不过实 体融资需求相对偏弱。从企业 ...

据央视新闻报道，当地时间7月16日，美国总统特朗普在社交平台表示， 可口可乐公司已同意 在美国使用真正的蔗糖生产可乐。 但可口可乐公司随后回应称， 并未承诺做出改变。 该公司 在一份声明中表示，"我们感谢特朗普总统对我们标志性品牌可口可乐的热情。我们将很快分 享更多有关可口可乐产品系列中创新产品的细节。" 值得一提的是，据央视新闻援引此前多家外媒报道， 特朗普是健怡可乐的狂热爱好者 ，曾在 白宫椭圆形办公室安装"可乐按钮"，以此提醒工作人员在他需要时为他送上冰镇的健怡可乐。 一些食品科学家则表示， 这两种甜味剂在风味上存在细微差别 ：高果糖玉米糖浆的甜味峰值 来得更早，有助于增强水果和香料的风味，而蔗糖的甜味则更为宽泛，且持续时间更长。 据悉，可口可乐在美国通常使用玉米糖浆，而在墨西哥和欧洲等市场则使用蔗糖。 编辑丨刘雪莹 特朗普与鲍威尔矛盾升级，美联储独立性引发高度关注 特朗普：暂时没打算解雇美联储主席 市场份额增长，大窑却"被卖"了 21君荐读 以经典可口可乐为例，目前配料表的成分为水、果葡糖浆、白砂糖、食品添加剂(二氧化碳、 焦糖色、磷酸、咖啡因)、食用香精。 据了解，雪碧在2019年或更早就更改了配方 ...

"蒌蒿满地芦芽短，正是河豚欲上时。"北宋苏轼笔下的江鲜之魅，千年后在渤海湾续写了新篇。兴业银 行石家庄分行打造的"国家地理标志产业集群方案"，带动的不只是企业轰鸣的生产线，更是碧波之上的 乡梓未来。该行近百名金融特派员恰如丝线，将银行与企业紧密地联合在一起，把金融服务传递至最后 一公里，奏响金融供给侧改革的进行曲。（孙若影） 编辑：赵鼎 "刚开始外地朋友都不敢吃，怕中毒，都得我先夹起来吃一口他们才敢吃。"唐山海都水产的工作人员打 趣道，"现在不一样了，我们的科研团队每天都在实验如何让河豚长得更肥，肉质更鲜美，有的时候甚 至供不应求。"河豚毒素0.5毫克即可致命，近年来养殖技术手段的提升让河豚毒不再可怕，可海都水产 又迎来新一轮的难题。 和传统养殖业一样，海都水产也面临着资产难抵押、无法有效获取银行融资的困境，在一定程度上也制 约了企业的发展，而这个问题随着兴业银行石家庄分行金融特派员的到来有了转机。为了破解传统种养 殖企业资产"难监管、难抵押"问题，兴业银行石家庄分行自2024年起就开始打造"国家地理标志产业集 群方案"，将企业的金字招牌转化为信用凭证，助力企业腾飞发展。经过金融特派员的走访了解，海都 水产是 ...

内蒙古农商银行是经国家金融监督管理总局批准，于今年5月由原内蒙古自治区农村信用社联合社和93 家旗县级法人农信机构及其发起设立的26家区内村镇银行以新设合并方式组建而成的地方性法人商业银 行。 7月15日，内蒙古农商银行党委书记、董事长刘丰会见甘肃省农村信用社联合社党委书记、理事长王文 永一行，双方畅谈农信改革等相关内容。 刘丰对王文永一行到访表示欢迎，并介绍内蒙古农商银行基本情况。他表示，甘肃农信与内蒙古农信是 近邻，双方有着深厚的情感纽带、天然的合作基础和相似的社情现状，甘肃农信今年两次来内蒙古调研 交流，体现了对内蒙古农信的高度信任和对内蒙古农信改革的充分肯定，也为双方加深了解、深化合作 提供了宝贵机会，希望双方进一步互通有无、互鉴互融，共同为欠发达地区农信机构破局突围、重塑再 造、稳健发展提供更多有益经验。 王文永对内蒙古农商银行的成立表示祝贺，并强调内蒙古农信改革部署周密、行动迅速、措施有力、成 效显著，很多创新性举措值得学习借鉴，希望双方健全长效合作交流机制，进一步提升合作层次、丰富 合作内涵、拓展合作空间，共同答好农信社改革的新时代考卷。 奥优国际董事长张玥认为，在筹建阶段，内蒙古农商银行筹建工 ...

新华财经里约热内卢7月17日电（记者孙丁缪晓娟）英国学者马丁·雅克日前在巴西里约热内卢接受新华 社记者专访时表示，金砖合作机制不断发展壮大，代表性和影响力日益提升，为全球南方加强团结合作 提供了广阔平台，也为推动全球治理体系改革注入了"南方力量"。 "金砖合作机制发展壮大具有重要意义。"雅克指出，长期以来，国际体系和全球治理结构倾向于西方， 服务于世界上少数国家，广大新兴市场和发展中国家的诉求常常被边缘化。而金砖国家人口总和超过全 球一半，能够代表更广泛的利益和声音。金砖合作机制为全球南方更多参与全球治理提供了制度化渠 道，"全球南方有能力在全球治理中发挥主导性作用"。 近年来，"金砖"多次扩员，"大金砖合作"迈入高质量发展阶段。雅克认为，这些变化具有重要意义。一 方面，扩员是金砖国家作出的重大决策，不仅提升了机制的代表性和包容性，也为全球南方国家加强协 作、拓展合作创造了更大空间。另一方面，更多国家选择加入金砖合作机制，体现"金砖"对其他新兴市 场国家和发展中国家的吸引力，因为"金砖"实实在在推动发展与合作，作为全球南方的第一方阵，能够 帮助其他国家争取并实现更大的发展。 雅克表示，全球南方的优势在于多样性 ...

民有所呼，政有所应。《关于健全"高效办成一件事"重点事项常态化推进机制的意见》近日发布，对进 一步优化政务服务、提升行政效能，健全常态化推进机制作出部署。这不仅为政务服务改革注入新动 力，也为更好服务民生勾勒出清晰蓝图。 民生无小事。坚持以人民为中心，凝聚力量用心用情办好每一件事，让人民群众真切感受改革带来的实 惠，推动发展向前、民生向暖。期待在常态化推进机制的保障下，政务服务的阳光能照亮更多生活角 落，照进更多百姓心坎里。 老百姓的关切点，往往是做好政务服务的发力点。"一件事"关乎个人的出生、教育、就医、养老，也关 乎经营主体的准入准营、招聘用工、工程建设等环节。全生命周期中的桩桩件件，无不需要更贴心的便 民举措、更现代化的治理体系。从"免申即享"让财政资金"自动到账"助企纾困，到"直补快办""政策计 算器"助力就业创业政策及时兑现，堵点卡点进一步打通，"高效办成一件事"重点事项清单越拉越长， 企业和群众获得感越来越强。 （新华社北京7月17日电） 也要看到，不同群体需求不同、情况不一。优化线上服务的同时，也要完善线下办理，保留必要的线下 服务渠道，通过"帮办代办"等方式让更多人享受便利。 以前多部门来回跑 ...

7月14日，四川省发改委举行2024年度省营商环境评价情况解读研讨会，成都市新津区"智改数转"助企 提质增效案例，入选《2024年度四川省优化营商环境典型案例集》。 就在6月19日，一场以"智汇新津·赋能智造"为主题的2025年新津区制造业"智改数转"供需对接专题活动 举行，80余家重点企业代表齐聚一堂，这场活动正是新津持续发力的生动缩影。 据介绍，为推动制造业数字化、网络化、智能化发展，新津区组建"智改数转"工作专班，拿出一系列措 施，逐个破解企业转型中的堵点难点。在破解"不想转"难题上，新津通过链接中国信通院等智库资源， 先后开展政策解读、研讨交流等活动48次，组织企业家赴多地参加展会博览活动5次，让企业看到转型 的甜头，激发转型意愿。 不久前，新津区出台《成都市新津区大力支持民营经济发展壮大的若干政策（修订）》，更是给企业送 上"大礼包"。 对运用新技术、新装备、新工艺实施智能化改造、数字化转型且项目总投资在100 万元以上的，项目通 过竣工验收后，按总投资的10%给予补助；对获得国家、省、市认定工业互联网试点示范平台的企业， 分别给予200万元、100万元、50万元一次性奖励......真金白银的支持 ...

Core Viewpoint - Dow Chemical announced the closure of three upstream assets in Europe to address structural challenges in the region, which is expected to significantly impact the supply-demand dynamics in the silicone industry [1][2]. Group 1: Company Actions - Dow will close an ethylene cracker in Germany, a chlor-alkali and vinyl plant in Germany, and a siloxane plant in the UK, with the shutdown process expected to start in mid-2026 and complete by the end of 2027, with final dismantling by 2029 [2]. - The closure of the UK plant, which has a capacity of 14.5 million tons, represents 30.5% of Europe's silicone capacity and 3.4% of global capacity [2][3]. Group 2: Industry Impact - The exit of overseas silicone capacity is anticipated to improve the supply-demand balance in the industry, as approximately 75% of DMC capacity is concentrated in China [2]. - From 2015 to 2024, about 290,000 tons of polysiloxane capacity is expected to exit the market, with overseas capacity projected to decrease to 915,000 tons by 2026 [3]. - China's silicone demand is expected to grow at a CAGR of 15.5% from 2021 to 2024, with a potential price increase in 2025 due to improved supply-demand dynamics [3]. Group 3: Export Opportunities - The closure of Dow's UK plant is likely to enhance China's share of silicone exports to Europe, with an estimated annual DMC production of 87,000 tons, which would account for 88% of China's silicone exports to Europe in 2024 [4]. - As of 2024, China's silicone exports to Europe are projected to be around 98,000 tons, representing 18% of total domestic exports [4].

Core Viewpoint - China Postal Savings Bank (Postal Bank) has announced the establishment of a wholly-owned financial asset investment company (AIC), marking a significant step in the layout of state-owned banks in the AIC sector [2][3] Group 1: Establishment of AIC - The Postal Bank plans to invest 10 billion yuan to set up the China Postal Financial Asset Investment Company, which has received board approval and is awaiting regulatory approval [2] - This move completes the AIC layout for all six major state-owned banks, each with a registered capital of over 10 billion yuan [3] Group 2: Strategic Focus - The AIC will focus on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance, aligning with national policy and supporting technological innovation and private enterprises [3][4] - The establishment of the AIC is seen as a way to enhance the Postal Bank's corporate financial services, addressing its current shortfalls in the corporate investment banking sector [3][4] Group 3: Market Opportunities and Challenges - The AIC market is currently at a pivotal opportunity phase, with ongoing demand for corporate debt restructuring and capital market reforms providing new avenues for investment [5] - The Postal Bank must navigate challenges such as high funding costs and long project cycles while seeking to diversify its business model [5][6] Group 4: Future Development and Integration - The AIC is expected to transform commercial banks from traditional credit intermediaries to integrated financial service providers, enhancing their ability to serve the real economy [7] - The integration of AIC with financial technology is anticipated to create new business models, improving operational efficiency and risk management [7][8] Group 5: Policy Alignment and Competitive Edge - The development of green finance and technology finance will be crucial for the AIC, leveraging the Postal Bank's extensive network and customer base to establish a competitive advantage [8] - The success of the AIC will depend on the Postal Bank's strategic execution, risk management capabilities, and the broader economic and regulatory environment [8]