【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"， ...

Core Viewpoint - Dongfeng Liuzhou Automobile (DFLZ) is undergoing a significant transformation, focusing on "going global," new energy, and social responsibility, marking a pivotal moment in its 71-year history [2][3]. Group 1: Strategic Initiatives - DFLZ has launched the "Chengfeng Shuangqing (2030) Plan," aiming to invest 20 billion yuan in R&D and related infrastructure by 2030, with a target of selling 300,000 vehicles overseas [5][6]. - The plan emphasizes four major upgrades: technical products, localization, channels, and services, aiming for excellence in each area [5][6]. - DFLZ plans to establish nine smart manufacturing bases in Asia and Africa, optimizing delivery cycles from 12 weeks to 4 weeks [6]. Group 2: Product Development - DFLZ introduced the new energy commercial vehicle brand "Chenglong Yiwei," focusing on technology breakthroughs and a comprehensive ecosystem for various operational scenarios [11][13]. - The Chenglong Yiwei 5, a new heavy-duty electric truck, features a maximum power of 1209 horsepower and a charging efficiency of 95%, with a fast charging capability that allows 10% to 80% charge in just 30 minutes [13]. - The Chenglong Yiwei 2, a pure electric light truck, boasts a range of over 450 kilometers and a low operating cost of less than 0.4 yuan per kilometer [15]. Group 3: Social Responsibility - DFLZ has committed to increasing its annual social responsibility investment by 8%, having already invested 11 million yuan in global public welfare initiatives [6][20]. - The "Wangzi Chenglong" public welfare program has been upgraded to 2.0, expanding its reach to include education, employment, and health support for the children of truck drivers [20][22]. - DFLZ has initiated the "Liuzhou Smart Love Together" public welfare fund, contributing 100 yuan for every vehicle sold to support families in need [22]. Group 4: Industry Context - The Chinese automotive industry is transitioning from a major player to a stronghold in the new energy vehicle sector, supported by national strategies and the Belt and Road Initiative [3]. - DFLZ is addressing three major challenges in the industry: technological hurdles, scenario adaptability, and ecosystem collaboration [9][11].

第一，要高度尊重重当地文化和宗教。张华薇表示，在中东国家，宗教法律与社会规范深度绑定，涉及宗教事务的服务需提前向当地宗教部门申请许可，避 免以 "低价"、"便捷" 等噱头进行商业宣传，需充分尊重当地宗教神秘性与法律的刚性规定； 第二，要充分做好市场准入调研。张华薇表示中东地区的外资准入制度向日益鼓励外商投资演变，比如阿联酋2018年新修订的《外国直接投资法》；部分领 域突破了先前要求本国资本在阿联酋境内设立的公司中所占股份不得低于51%的规定，2019年阿联酋又公布了允许外资100%投资的行业（正面清单）； 2020年《新商业公司法》出台取代了原《外国直接投资法》，允许外资在绝大部分领域拥有在岸公司100%所有权；2021年宣布了对外资进行限制的领域清 单，六个领域包括涉及国际安全与国防、银行、外汇、金融机构与保险、印刷货币、通讯传播、朝觐与副朝觐相关服务业、古兰经诵经机构等为批准制度， 而渔业相关服务业则为禁止行业。 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 ...

Core Insights - Xiaomi's YU7 SUV is positioned as a direct competitor to Tesla's Model Y, with a starting price of 253,500 RMB, only 10,000 RMB cheaper than Model Y [4][16] - The initial demand for YU7 is significant, with over 200,000 pre-orders within three minutes and 240,000 within 18 hours, indicating a strong market entry [4][14] - Tesla is facing challenges in maintaining its market dominance due to increasing competition from Chinese manufacturers like Xiaomi, especially in key markets such as China and Europe [16][17] Company Analysis - Xiaomi's YU7 launch has generated considerable attention, with comparisons to Tesla's Model Y and discussions about its potential impact on Tesla's market share [3][5] - The company aims to deliver 350,000 vehicles this year, with the YU7 being a crucial part of this strategy [8][14] - Xiaomi's future plans include expanding into international markets by 2027, which could further challenge Tesla's position [15][17] Industry Trends - The automotive industry is witnessing a shift with increased competition from Chinese manufacturers, leading to a decline in Tesla's sales in Europe and China [16] - Tesla's sales in Europe dropped by 27.9% in May, highlighting the impact of competition from companies like BYD and SAIC [16] - The introduction of lower-priced models by Tesla, such as the potential Model Y "Youth Edition," is seen as a necessary response to the competitive pressure from Xiaomi and other Chinese automakers [18]

Group 1 - The 2025 East China Manufacturing CIO Salon will be held on July 19, 2025, in Ningbo, focusing on "Going Global & AI" to create a platform for exchange and cooperation among manufacturing pioneers and experts [1][3] - The event aims to address the challenges faced by manufacturing companies in IT infrastructure, data compliance, system integration, and cultural differences while exploring the transformative impact of AI technology on production processes and operational efficiency [3][4] - The salon will feature high-profile guests from renowned manufacturing companies such as BYD, Tianneng Group, Wanxiang Qianchao, and others, sharing their insights on going global, AI applications, and digital transformation [4][5] Group 2 - The agenda will cover a wide range of topics, including practical sharing on digital transformation, considerations for IT in going global, applications of AIGC in manufacturing, and how AI+BI can help reduce costs and increase efficiency [5] - A discussion session for all CIOs will be included to address specific challenges and solutions related to going global and AI in manufacturing [5][6] - The event is organized by leading IT portal D1net, the CIO intelligence platform Xinzongzhi, and the China Enterprise Digitalization Alliance, which aims to support companies undergoing digital transformation [6]

Core Insights - The 2023 China Cross-Border E-commerce White Paper highlights a key trend where independent sellers using a combination of "SEO + social media + influencers" have reduced customer acquisition costs by 18% compared to platform sellers [1] Group 1: Company Overview - Luban Cross-Border Pass, a one-stop overseas marketing service platform under BlueFocus Media, has established a comprehensive empowerment system covering "traffic acquisition - operational conversion - capability growth" [1][13] - The platform has assisted over 50,000 Chinese enterprises in overcoming growth bottlenecks in international markets [1][13] Group 2: Services Offered - The platform offers a "0 service fee + fast account opening" green channel, allowing new customers to complete account verification in as little as 3 working days, which is three times faster than the industry average [2] - Multiple payment methods are supported, including Payoneer, Alipay, WeChat, and PingPong, facilitating transactions in both USD and RMB [2] Group 3: Performance Metrics - A 3C category independent seller utilized the platform's multi-currency real-time recharge feature during the Black Friday promotion, achieving a 15% market share in their niche within the first week of launching a hot-selling product [4] - A home goods brand achieved a 65% increase in CTR and a 32% reduction in customer acquisition costs through targeted Google search ads using a "long-tail keyword + dynamic landing page" strategy [5] Group 4: Media Resource Integration - Luban Cross-Border Pass has integrated resources from major and emerging media, creating a comprehensive traffic matrix that includes social (Meta, TikTok), search (Google, Bing), video (YouTube, BIGO Ads), and niche platforms (Pinterest, Snapchat) [7] - A fast-moving consumer goods brand increased brand exposure by 400% and achieved over 100,000 sales in the first month of a new product launch through a combination strategy involving TikTok, Pinterest, and Taboola [7] Group 5: Training and Support - The platform has developed a three-dimensional training system covering "theoretical learning - practical training - community exchange," offering weekly free live courses on advanced advertising techniques [9] - A specialized "Overseas Advertising Entry Program" is available for novice sellers, providing a 7-day course to teach them the entire process from website monitoring to data optimization [10]

跨境出海丨市场观察 本周看点： -四川"智造"打开新空间：智能机器人、低空飞行器加速出海； -穿越红利周期，中国App如何突围全球增长新格局； -高增长按下暂停键，2025成跨境分水岭。 行业环境 1.四川"智造"打开新空间：智能机器人、低空飞行器加速出海 关键词 ： 智能机器人,低空经济,科技创新,出海合作,一带一路 概要 ： 第二届"一带一路"科技交流大会在成都举行，聚焦四川人工智能与低空经济等新兴产业 的国际合作。协作机器人、水下机器人和无人机等"智造"产品加速出海，与沿线国家深化合 作。天链、潜行科技等企业实现规模化商用，傲势科技海外订单增长显著。同时，四川打造低 空经济发展高地，民航二所展示低空交通管理平台提升安全监管能力，强调电子通讯安全与技 术融合。四川以科技创新推动新兴产业全球化布局，注重安全有序发展。 2.北京大兴国际机场临空经济区跨境电商产业迎来高速增长 带动河北特色产业集 群"品牌出海" 关键词 ： 跨境电商,临空经济区,品牌出海,国际贸易,数字化转型 概要 ： 北京大兴国际机场临空经济区举办跨境电商产业交流会，透露2024年跨境电商进出口 值同比增长超120%，注册企业达14500家。 ...