Core Insights - The article discusses the recent measures introduced by the National Healthcare Security Administration (NHSA) and the National Health Commission (NHC) to support the development of innovative drugs in China, focusing on policy support and pricing guarantees for companies while ensuring accessibility and safety for the public [1][2]. Group 1: Policy Measures - The "Several Measures to Support the High-Quality Development of Innovative Drugs" includes 16 measures across five areas, addressing the entire chain of innovative drug development, approval, hospital use, and multi-channel payment [1]. - The NHSA has made significant progress in the approval of innovative drugs, with the number of Class 1 innovative drugs approved reaching 48 in 2024, over five times the number in 2018, and nearly 40 already in the first half of this year [1]. Group 2: Multi-Payment System - The NHSA is establishing a multi-payment system for innovative drugs, which includes regular adjustments to the medical insurance drug list and the introduction of a commercial health insurance innovative drug list [2][3]. - The commercial health insurance innovative drug list will focus on highly innovative drugs with significant clinical value that exceed the basic medical insurance coverage, enhancing the multi-layered medical security system [2]. Group 3: Market Dynamics - The commercial health insurance market in China has been growing rapidly, with the original insurance premium income for commercial health insurance reaching 977.3 billion yuan in 2024, a year-on-year increase of 8.2% [3]. - The NHSA aims to streamline the application process for innovative drugs to be included in both the medical insurance and commercial health insurance lists, reducing the administrative burden on companies [3][4]. Group 4: Support for Global Expansion - The measures also aim to support the global market development of Chinese innovative drugs, with over 90 overseas licensing transactions completed by Chinese pharmaceutical companies in 2024, totaling over 50 billion USD [6]. - The NHSA will facilitate the entry of domestic drugs into ASEAN countries and support innovative drugs in overseas markets, including the implementation of price confidentiality for certain drugs [6][7].

凤凰网财经讯 6月28-29日，"2025中国企业出海高峰论坛"在深圳举行，本次论坛由凤凰网主 办，雪花超高端系列品牌-醴首席赞助合作，中国企业出海全球化理事会联合主办，以"为开放的世 界"为主题，旨在全球产业链深度重构之际，为中国企业搭建思想碰撞、资源对接、规则对话的高 端平台，系统性破解出海难题，共探生态共赢转型路径。 胡捷观察到，中国企业的"杀手"是第二个中国人，很多中国企业不管在国内还是国外，最后都杀得 片甲不留，大家虽然产能很大但是没有利润。想要解决这一问题，需要企业自律、协同与平衡，因 而需要所有企业家共同去努力。 点击 " 阅读原文 " 了解更多详情 ！ 上海交通大学上海高级金融学院实践教授胡捷出席了论坛，并发表主题为《软实力，高质量出海的 硬道理》的演讲，其中对百年大变局与全球化2.0的背景、关税战及其对企业出海的影响、国际产业 链格局重构下中国企业的应对之策以及软实力建设展开了深入探讨。 在谈到可持续发展时，胡捷表示中国企业要规避行业风险，比如恶性竞争。胡捷提及自己经常问企 业家，"你出海怕这个竞争对手吗？他说我不怕，但是我怕第二个中国人来。" 上海交通大学上海高级金融学院实践教授胡捷 ...

点击 " 阅读原文 " 了解更多详情 ！ 储殷表示，"卷"是市场经济的必然规律，真正想缓解这一现象，需要依赖市场外的制度设计，比如 强制八小时工作制和为加班付费。在他看来，随着90后、00后逐渐成为市场经济主体，中国社会将 不会那么卷，因为70后、80后这两代人普遍很难接受不工作，"不让他上班，他着急"。 他以当年遇到富士康工人堵路抗议"不让加班"为例，他感叹，这代人更愿意为挣钱牺牲健康。储殷 表示，高强度的工作是违反人类生物规律的，随着新一代成为主体，以及经济继续发展壮大，这一 状况将自然缓解，一切需要"留给时间"。 凤凰网财经讯6月28-29日，"2025中国企业出海高峰论坛"在深圳举行，本次论坛由凤凰网主办， 雪花超高端系列品牌-醴首席赞助合作，中国企业出海全球化理事会联合主办，以"为开放的世 界"为主题，旨在全球产业链深度重构之际，为中国企业搭建思想碰撞、资源对接、规则对话的高 端平台，系统性破解出海难题，共探生态共赢转型路径。 在闭幕对话环节，全球化智库(CCG)副主任、苏州大学讲席教授高志凯和盘古智库研究员、演说家 冠军储殷针对企业出海也内卷的现象展开了讨论。 ...

Core Viewpoint - Luckin Coffee has officially opened its first two stores in New York City, marking its entry into the U.S. market after five years of absence from Nasdaq. The company aims to attract a diverse customer base by strategically selecting locations in busy, multicultural areas rather than predominantly Chinese neighborhoods [2][5]. Group 1: Store Opening and Promotions - On June 30, 2025, Luckin Coffee opened its first two stores in New York, located at 755 Broadway and 800 Sixth Avenue, offering a promotional price of $1.99 for orders made through its official app [2]. - Prior to the official opening, Luckin conducted four pop-up events in high-traffic areas of New York City to promote its app and engage with potential customers [3]. Group 2: Marketing Strategy - The pop-up events were designed to encourage app downloads, with incentives such as free coffee and a chance to win a year of free coffee, successfully attracting a large crowd despite the heat [3]. - The company employed a diverse group of volunteers to help engage local consumers, with a significant portion of attendees being Chinese students and workers [4]. Group 3: Location Strategy - Luckin's choice of locations reflects its commitment to penetrating the U.S. market, focusing on areas with stable foot traffic rather than high-rent shopping centers [5][7]. - The two stores are situated in B+ grade locations, balancing cost and customer flow, indicating Luckin's confidence in its brand positioning and operational capabilities [7]. Group 4: Market Context - The U.S. coffee market is substantial, generating nearly $85 billion in revenue in 2023, with Americans consuming approximately 400 million cups of coffee daily [8]. - The competitive landscape in New York is intense, with numerous established coffee brands, including Starbucks, dominating the market [7][8]. Group 5: Challenges and Considerations - Luckin faces challenges in adapting its pricing strategy to the U.S. market, where its original pricing may not be competitive compared to local brands [9][10]. - The company must navigate local regulations, such as the prohibition of cashless businesses in New York, which could impact its app-based ordering model [14].

■ 区域市场格局：全球市场呈现"核心稳量、新兴增量"格局。 美日韩三大传统市场贡献57.27%收入，但增速 分化（韩国增长快，美国停滞）。欧洲以245亿欧元规模成为"第四极"市场。东南亚（庞大用户基数）、中东 （超高付费力，沙特ARPPU达270美元）、拉美（休闲游戏蓝海）构成重要的新兴增量市场。这促使企业分层 布局，头部深耕欧美，中小团队开拓新兴市场。 ■ 发展历程与市场规模： 国产游戏出海经历了四个关键阶段：2012年前端游试水东南亚（如剑侠情缘）； 2012-2018年SLG手游爆发（如列王的纷争）；2018年后进入全品类时代（如原神）；2024年标志性3A大作 （黑神话悟空）引领文化出海新阶段。 2024年，中国自研游戏海外收入达185.57亿美元，占全球市场份额约 11%，展现出强劲增长势头。 ■ 硬件生态与文化偏好： 中国手游占比（73.13%）远高于全球水平（52.25%），导致目前国产游戏出海仍以 移动游戏为主，未来在主机游戏领域或存在深耕机遇。游戏类型偏好深受区域文化影响：美国博彩类领先 （28.9%流水），欧洲偏好SLG（33.7%），日本RPG主导（52%份额）。消除类和策略类凭借普适性 ...

根据海关总署数据，今年前五个月，国内进出口总值17.94万亿，其中出口增长7.2%，进口下降3.8%。 与此同时，5月单月出口增长6.3%，但以美元计价的商品增速环比减缓至4.8%。与此同时，东盟继续跃 升为中国最大的贸易伙伴，外贸占比高达16.8%。 从大航海时代到二次工业革命，美国经济腾飞，到新世纪的全球化分工，每个经济全球化的关键节点， 背后往往伴随着全球物流体系的深层次变革。 "关税博弈下，传统物流通道正在面临着严重的严峻的挑战……由于传统物流通道被美国等一些国家控 制，我国正加速建设新型的，多元化国际物流通道。"近日，中国集装箱行业协会副秘书长郝攀峰在第 五届中国罐式集装箱合作发展暨化工与液态食品物流技术应用大会上表示。 郝攀峰认为，目前中国凭借完整的供应链和中间品的优势，保持着全球供应链的核心地位。而随着国际 经贸结构的深层次变化，东盟成为了中国产业全球分工合作的新落脚点受到大量的关注，中间品贸易的 物流能力，以及全新物流通道的开辟等，也亟需补齐短板。 与东盟产业合作进入第三阶段 郝攀峰指出，目前亚洲发展中国家成为全球直接投资(FDI)的主要流入目的地，占比约达四成。其中中 国、东盟又占到亚洲FD ...

【大河财立方 记者 王鑫】7月1日，创新药板块高开高走。 招商证券表示，中国创新药登上全球竞争舞台，技术创新+市场扩容引领创新药产业趋势行情，持续看好后续催 化与兑现。该券商指出，创新药出海，是供给与需求方相互成就的产业逻辑。截至目前，2025年国内创新药项 目已经完成BD项目数量超过80项，分子形式多样广泛。从MNCs引进交易数量及交易金额情况来看，中国成为 增长最快的国家。国内创新药企从2020～2024年首付款金额从5亿美元增长至41亿美元，也侧面印证了国内药企 的全球竞争力。 国联民生证券认为，创新药或将逐步进入兑现期。2025年预计是国内创新药授权出海的重要年份，自2018 年"4+7"集采以后，国内企业纷纷开始从仿制药向创新药转型，至今7年时间，已经陆续进入兑现期。部分先驱 创新药企业有望陆续实现盈亏平衡，利润端转正。 责编:史健 | 审校:张翼鹏 | 审核:李震 | 监审:古筝 截至收盘，Wind创新药指数上涨3.46%。从个股来看，前沿生物涨停，舒泰神、科兴制药涨逾15%，荣昌生物、 微芯生物涨超10%，华纳药厂、泽璟制药、千红制药等涨幅居前。 | 序号 名称 | | 现价 | 涨跌幅 ▼ | ...

Group 1 - The Middle East, particularly Dubai, is becoming a preferred destination for international brands due to its high GDP and consumer spending power, as well as its young and diverse population [3][4] - The local market values emotional connection and quality over price, which influences consumer behavior and service expectations [3][4] - The rise of internet entertainment forms, such as voice chat and live streaming, is driven by the local climate and limited entertainment options [3] Group 2 - Potential growth sectors in the Middle East include cross-border e-commerce, but profitability can be challenging due to high costs and market saturation in areas like real estate [5] - The food and beverage sector, while popular, faces high operational costs and regulatory challenges, particularly in Saudi Arabia [5] - Less obvious sectors, such as manufacturing, food processing, and medical devices, may present better opportunities for investment [5] Group 3 - The "Middle East boom" is linked to the rise of local tech companies and increased venture capital funding, with $3.6 billion raised in 2022 [8][9] - The region is transitioning from a focus on business model replication to technology and innovation, attracting companies in AI and hard tech [9] - The Saudi Vision 2030 initiative is driving infrastructure development and economic diversification, creating opportunities for Chinese companies in various sectors [11][12] Group 4 - E-commerce growth in the Middle East is fueled by a young population, increased female participation in the workforce, and improved infrastructure [12] - The logistics sector faces unique challenges, such as the need for direct interaction during deliveries and the implementation of standardized addressing systems [13] - Local and cross-border delivery expectations vary, with a growing demand for same-day delivery services [14] Group 5 - Chinese companies have a competitive advantage in the Middle East due to high consumer demand for quality products and services, but they must navigate local regulations and cultural differences [16] - The survival rate of Chinese enterprises in Saudi Arabia has improved significantly, from 38% in 2021 to 67% in 2023, indicating a more supportive ecosystem [10] - Companies must adapt to local employment policies, such as the Saudization requirement, which mandates a certain percentage of local hires [17] Group 6 - Building trust in the Middle East requires cultural understanding and respect for local customs, which can enhance business relationships [18][19] - Long-term relationship building is essential, with an emphasis on personal connections before discussing business [20] - Companies must be cautious of cultural sensitivities and ensure compliance with local laws to avoid operational risks [22][24]

以下文章来源于36氪出海 ，作者施忆 巴西是全球第六大汽车市场，新能源市场增速可观、同时还能够辐射拉美区域，正成为中国新能源汽车的主要出口市场之一。 据巴西电动汽车协会（ABVE）数据，2024年巴西电动汽车销量177360辆，增长达90%；据乘联会数据，2025年1-5月中国新能源汽车出口总量的前三分别 为比利时119678辆、巴西105513辆和墨西哥84862辆。 出海车企中，比亚迪在巴西市场已经领先一个身位，在纯电领域占据优势，插混车型也强势增长。2024年，比亚迪巴西分公司全年共计售出汽车76713辆， 同比增长超300%；今年5月，巴西纯电动汽车（BEV）销量达到了6969辆，其中比亚迪达到5596辆，占所有纯电动汽车销量的80%以上。 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 今年7月，巴西新能源汽车进口关税将迎来再一次上涨。 文 ｜ 施忆 编辑 ｜ Jason 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 5月底，历经约一个月的航行后，搭载7000 ...

商业保险公司将充分参与丙类目录的价格谈判等环节，商保专家对于一款药品能否进入该目录具有重要 决策权 今年以来，丙类目录的谈判和落地进展备受创新药业界关注。 根据国家医保局释放的最新消息：该目录将由国家医保局组织制定，丙类目录与医保目录同时申报，同 步调整，程序基本一致，商业保险公司将充分参与丙类目录的价格谈判等环节，商保专家对于一款药品 能否进入该目录具有重要的决策权。 7月1日，国家医保局和国家卫生健康委联合发布《支持创新药高质量发展的若干措施》（以下简称"若 干措施"），从支持创新药研发、多元支付、临床应用和药品"出海"等方面提出16条具体举措。 若干措施提出，支持创新药进入基本医保药品目录和商业健康保险创新药品目录，增设商业健康保险创 新药品目录（以下简称商保创新药目录）。商保创新药目录重点纳入创新程度高、临床价值大、患者获 益显著且超出基本医保保障范围的创新药，推荐商业健康保险和医疗互助等多层次医疗保障体系参考使 用。 第一财经了解到，这里的商保创新药目录，也即国家医保局曾在今年年初提到的"丙类目录"。 国家医保局医药管理司司长黄心宇在同日举办的新闻发布会上提出，对商保创新药目录实施"三除外支 持"， ...