两份药品清单，让新药、好药更加触手可及。 聚焦临床急需、医保可负担——进医保的114种药品中，有36个肿瘤用药、12个糖尿病等慢性病用药、 13个抗感染类药品、10个罕见病用药等，29种临床用不上、或有更好替代的药品被调出目录。 一些能够弥补基本医保保障空白的药品进入医保目录，用于治疗三阴性乳腺癌的芦康沙妥珠、胰腺癌用 药伊立替康脂质体、套细胞淋巴瘤用药匹妥布替尼片等"救命药"入围；一年仅需两针就可以有效降低血 脂水平的英克司兰钠、糖尿病用药替尔泊肽等慢性病新药也进了医保。 此次调整中，一款用于治疗KRAS靶点肺癌的新药格外引人关注，这款药有多新？它在2025年5月刚刚 获批。 查询新版医保药品目录，不乏刚获批不久的新药，如流感用药昂拉地韦片、玛舒拉沙韦片等。此次调整 有50种药品为一类创新药，创新药正以更快速度惠及患者。 人力资源社会保障部工伤保险司司长郑玄波介绍，此次调整后，新版国家医保目录内药品总数增至3253 种，其中西药1857种、中成药1396种。 近年来，医保目录持续扩容，但部分救急、救命的创新药在刚上市时价格高昂，基本医保目录难以覆 盖，不少患者依然难以负担。 新华财经广州12月8日电（记者彭 ...

医保支付范围：1.既往至少接受过一次全身化疗的复发或难治的外周T细胞淋巴瘤(PTCL)患者；2.联合 R-CHOP(利妥昔单抗、环磷酰胺、阿霉素、长春新碱和强的松)用于MYC和BCL2表达阳性的既往未经 治疗的弥漫大B细胞淋巴瘤(DLBCL)患者。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 2025年12月7日，根据国家医保局、人力资源社会保障部关于印发《国家基本医疗保险、工伤保险和生 育保险药品目录》（以下简称"《国家医保目录》"）以及《商业健康保险创新药品目录》（2025年）的 通知【医保发〔2025〕33号】。深圳微芯生物科技股份有限公司（以下简称"公司"）产品西达本胺片 （爱谱沙?）纳入《国家医保目录》常规乙类管理。现将相关信息公告如下： 一、产品纳入《国家医保目录》的情况 产品名称：西达本胺片 医保分类：乙类 编号：932 深圳微芯生物科技股份有限公司董事会 2025年12月8日 二、药品相关情况 西达本胺（商品名"爱谱沙?/Epidaza?"）是全球首个亚型选择性组蛋白去乙酰化酶（HDAC）抑制剂， 开创 ...

Core Insights - The 2025 National Medical Insurance Directory and the first Commercial Health Insurance Innovative Drug Directory were announced, marking a significant development in the pharmaceutical industry [1][3][10] - A total of 114 new drugs were added to the National Medical Insurance Directory, including 50 innovative drugs, which is expected to enhance patient access and support sustainable investment in drug development [1][2][3] National Medical Insurance Directory - The 2025 National Medical Insurance Directory includes 114 new drugs, with 50 classified as innovative drugs, such as Tislelizumab and domestic ADC drugs [1][3] - Companies like Kelun-Biotech and Kangnuo have successfully included their innovative drugs in the directory, reflecting strong government support for domestic innovation [3][4] - The total number of drugs in the National Medical Insurance Directory has increased to 3,253, with significant improvements in coverage for critical areas like oncology and chronic diseases [5][6] Commercial Health Insurance Innovative Drug Directory - The newly introduced Commercial Health Insurance Innovative Drug Directory includes five CAR-T cell therapies and several high-cost drugs for rare diseases, enhancing accessibility for patients [1][6][8] - The directory allows innovative drug companies to explore new payment channels outside of traditional medical insurance, potentially increasing patient access to high-value therapies [11][12] - The pricing for drugs in the Commercial Health Insurance Directory is expected to be more flexible, allowing for negotiations between companies and insurers, which could lead to better affordability for patients [8][12] Industry Impact - The introduction of the Commercial Health Insurance Innovative Drug Directory is seen as a milestone for improving drug accessibility and affordability, particularly for high-cost therapies [7][9][12] - The past decade has witnessed significant growth in China's innovative drug sector, with the new directory marking a pivotal moment in the industry's evolution [10][11] - The dual-track payment framework established by the National Medical Insurance and Commercial Health Insurance is expected to foster a more robust ecosystem for drug research and application in China [12]

Core Viewpoint - The company Guangdong Zhongsheng Pharmaceutical Co., Ltd. announced that its innovative drug, Angladiwei Tablets (brand name: Anruiwei), has been included in the National Medical Insurance Directory for 2025, which is expected to enhance market promotion and sales potential for the product [1][2]. Group 1: Product Information - Angladiwei Tablets are the world's first targeted drug for the PB2 subunit of the influenza A virus RNA polymerase, approved for treating adult patients with uncomplicated influenza [2]. - The drug is characterized by rapid action, strong efficacy, and low resistance, providing a cost-effective and accessible treatment option for patients [2]. Group 2: Market Impact - The inclusion of Angladiwei Tablets in the National Medical Insurance Directory is anticipated to positively impact the company's long-term operational development and market presence [2]. - Other core products of the company, including Lai Ru Te Wei Tablets and various other formulations, continue to be listed in the National Medical Insurance Directory, supporting the company's overall product portfolio [1].

证券代码：688321 证券简称：微芯生物 公告编号：2025-082 深圳微芯生物科技股份有限公司 自愿披露关于公司产品纳入国家医保目录的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 2025年12月7日，根据国家医保局、人力资源社会保障部关于印发《国家基本医疗保险、工伤保险和生 育保险药品目录》（以下简称"《国家医保目录》"）以及《商业健康保险创新药品目录》（2025年）的 通知【医保发〔2025〕33号】。深圳微芯生物科技股份有限公司（以下简称"公司"）产品西达本胺片 （爱谱沙?）纳入《国家医保目录》常规乙类管理。现将相关信息公告如下： 医保支付范围：1.既往至少接受过一次全身化疗的复发或难治的外周T细胞淋巴瘤(PTCL)患者；2.联合 R-CHOP(利妥昔单抗、环磷酰胺、阿霉素、长春新碱和强的松)用于MYC和BCL2表达阳性的既往未经 治疗的弥漫大B细胞淋巴瘤(DLBCL)患者。 二、药品相关情况 西达本胺（商品名"爱谱沙?/Epidaza?"）是全球首个亚型选择性组蛋白去乙酰化酶（HDAC）抑制剂， 开创 ...

Core Insights - The release of the "dual directories" marks a significant step in building a multi-tiered medical insurance system and supporting the development of innovative drug industries in China [1] Group 1: Medical Insurance Coverage - The adjusted national medical insurance drug directory now includes a total of 3,253 drugs, comprising 1,857 Western medicines and 1,396 traditional Chinese medicines [2] - The 2025 national medical insurance drug directory includes drugs that fill gaps in basic medical insurance coverage, addressing major diseases such as triple-negative breast cancer, pancreatic cancer, and lung cancer, as well as rare diseases and chronic conditions [2] - Notable companies like Innovent Biologics and Jiangsu Hengrui Medicine have multiple products included in the 2025 national medical insurance drug directory, covering various therapeutic areas [2] Group 2: Commercial Health Insurance - The first edition of the "Commercial Health Insurance Innovative Drug Directory" focuses on high-innovation drugs that provide significant clinical value but are currently too expensive for basic medical insurance coverage [2][3] - A total of 19 drugs have been included in this directory, including cutting-edge treatments for cancer and rare diseases, as well as Alzheimer's disease [3] Group 3: Policy and Capital Resonance - Recent policies have optimized medical insurance spending and structure, increasing support for innovative drugs and medical devices [4] - Over the past seven years, 835 drugs have been newly included in the medical insurance payment scope, with 149 of them being innovative drugs [4] - The introduction of the commercial health insurance innovative drug directory is seen as a crucial measure to address payment challenges and promote the development of truly clinically valuable drugs [4] Group 4: Industry Outlook - The pharmaceutical industry is expected to enter a new phase of policy stabilization, industrial upgrading, and internationalization over the next five years [5] - The convergence of demand, policy, and supply is anticipated to enhance the prosperity of the pharmaceutical sector [5]

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 《建议》提出打造新兴支柱产业，加快 新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展 ，这将催生出数个万亿元级甚至更大规模的市 场； 《建议》还提出前瞻布局 未来产业 ，推动 量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等 成为新的经济增长点。这些 产业蓄势发力，未来10年新增规模相当于再造一个中国高技术产业。 那么， 什么是未来产业，具体包括哪些内容？我们应该关注哪些投资方向？本文内容如下： 一、引言 二、十大投资机会 三、未来产业全景图，包括（一）6大重点方向，（二）10大创新标志性产品。 一、引言 对比十四五规划,部分产业例如新能源汽车已成优势产业 | 专栏2 科技前沿领域政关 | 专栏4 制造业核心意争力提升 | | --- | --- | | | 01 高端新材料 | | 01 新一代人工智能 | 推动高端科士功能材料、高品质特殊钢材、高性能合金、高温合金、高纯稀有金属材料、高性能障资 | | 前沿基础理论突破,专用芯片研发,深度学习框架等开源算法平台构 | ...

Core Insights - The 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog and the first Commercial Health Insurance Innovative Drug Catalog were officially released on December 7, highlighting significant advancements in drug accessibility and innovation support [1][6]. Summary by Sections Basic Medical Insurance Drug Catalog - A total of 114 new drugs were added, with 50 being first-class innovative drugs, achieving an overall success rate of 88%, an increase from 76% in 2024 [3][5]. - The total number of drugs in the National Medical Insurance Drug Catalog has increased to 3,253, including 1,857 Western medicines and 1,396 traditional Chinese medicines, with enhanced coverage for critical areas such as cancer, chronic diseases, mental illnesses, rare diseases, and pediatric medications [3][5]. - The new drug catalog will be implemented starting January 1, 2026, with a six-month transition period for drugs that were not successfully renewed [3][4]. Commercial Health Insurance Innovative Drug Catalog - The Commercial Health Insurance Innovative Drug Catalog includes 19 drugs from 18 innovative pharmaceutical companies, focusing on high clinical value and innovation, particularly in cancer, rare diseases, and chronic conditions [7][9]. - The catalog emphasizes three main characteristics: support for innovation, focus on key therapeutic areas, and a clear distinction between basic medical insurance and commercial insurance coverage [7][9]. - Notable inclusions are five CAR-T products and new treatments for Alzheimer's disease and Gaucher disease, reflecting a trend towards covering high-cost, innovative therapies through commercial insurance [8][9]. Innovation and Market Impact - The inclusion of a significant number of first-class innovative drugs in the basic medical insurance catalog demonstrates the government's commitment to enhancing drug accessibility and encouraging pharmaceutical innovation [6][9]. - The successful negotiation rates and the focus on innovative drugs in both catalogs are expected to stimulate further investment in drug research and development by pharmaceutical companies [6][9].

Group 1 - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security have released the updated National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the Commercial Health Insurance Innovative Drug Catalog for 2025, which includes 114 new drugs, 50 of which are Class 1 innovative drugs [1] - The total number of drugs in the National Medical Insurance Drug Catalog will increase to 3,253, with significant improvements in coverage for key areas such as cancer, chronic diseases, mental health, rare diseases, and pediatric medications [1] - The introduction of the Commercial Health Insurance Innovative Drug Catalog is expected to alleviate payment challenges for high-value innovative drugs, providing an additional payment pathway beyond basic medical insurance [1] Group 2 - Zai Lab is in a rapid product expansion phase, with a rich pipeline of projects, and its clinical development of ZG006 is among the global leaders, potentially becoming the best in its class [2] - Zai Lab's self-developed drug, Jikangxi (sodium gikaxtin), has been included in the National Medical Insurance Drug Catalog following negotiations [2] - Junshi Biosciences has four commercialized products included in the 2025 National Medical Insurance Drug Catalog, with two new indications for Tuoyi (Tremelimumab) successfully added, and Junshida (Ongentys) being included for the first time [2]

来源：市场投研资讯 （来源：富国基金） 目录 Part 1：A股市场分析 Part 2：港股市场分析 Part 3：下周宏观事件关注 Part 1 A股市场分析 国内方面，11月制造业PMI数据仍然在荣枯线之下，但边际改善、产需同步回暖，外需的贡献显著，内生动能不足之下，随着12月重磅会议渐近，稳增长 政策预期有所升温，跨年行情或徐徐展开。11月30日，国家统计局公布11月PMI指数，制造业PMI为49.2%、前值49%，边际改善主因外需修复；非制造业 PMI为49.5%、前值50.1%，主因假期效应消退等影响下服务业季节性回调；综合PMI产出指数为49.7%，前值50.0%，在年内首次进入荣枯平衡线以下。具 体来看，制造业PMI在低基数下呈现"弱改善"特征，结构上生产指数表现弱于新订单，10月末中美经贸磋商达成主要成果共识，带动我国外贸环境有所改 善，11月份，新出口订单指数为47.6%，边际回升1.7个百分点，创下半年以来的最大涨幅。向后看，外部的扰动影响消散后，价格低位运行是经济的薄弱 环节，反映内需有待进一步提振，叠加明年作为"十五五"开局之年，稳增长政策"适时加力"的必要性有所提升。伴随着12月政治 ...