央视网消息：今年7月，我国再次为创新药发展带来政策"及时雨"——国家医保局、国家卫生健康委联合印发《支持创新药高 质量发展的若干措施》，十六条举措将为创新药发展注入强劲活力。各地也出台多项政策措施，打通创新药从上市到进院的"最后 一公里"，让创新药更快到达患者手中。 北京拓展创新医药支付渠道，除基本医保报销外，还建立了"北京普惠健康保"特药清单动态调整机制，2025年度特药清单药 品已经升级到121种。 北京市医疗保障局医药服务管理处处长 韩波：今年以来，我们共通过绿色通道方式，为51个创新药品实现了在北京市药品阳 光采购平台的快速挂网。目前，北京有100多家三级定点医疗机构已经加入到了国谈药"双通道"试点范围，2024年为创新医药单独 支付了45亿元。 上海交通大学医学院附属仁济医院药学部主任 林厚文：上海市卫健委要求在15 个工作日内完成整个进院流程，国谈药使用费 用不纳入当年医保额度，前三年的最高用量的金额纳入到将来医保基数，就消除很多顾虑，不要太担忧药占比问题。 上海通过一系列政策组合拳打通创新药从上市到进院的"最后一公里"，让创新药更快惠及患者。 总台央视记者 姜美羊：国家医保局7轮目录调整，累计将 ...

（央视财经《经济信息联播》）今年7月，我国再次为创新药发展带来政策"及时雨"——国家医保局、 国家卫生健康委联合印发《支持创新药高质量发展的若干措施》，十六条举措将为创新药发展注入强劲 活力。各地也出台多项政策措施，打通创新药从上市到进院的"最后一公里"，让创新药更快到达患者手 中。 上海通过一系列政策组合拳打通创新药从上市到进院的"最后一公里"，让创新药更快惠及患者。 上海交通大学医学院附属仁济医院药学部主任 林厚文：上海市卫健委要求在15个工作日内完成整个进 院流程，国谈药在临床使用过程中，费用不纳入当年医保额度。前三年最高用量的金额纳入将来医保基 数，消除很多顾虑，不要太担忧药占比问题。 北京拓展创新医药支付渠道，除基本医保报销外，还建立了"北京普惠健康保"特药清单动态调整机制， 2025年度特药清单药品已经升级到121种。 北京市医疗保障局医药服务管理处处长 韩波：今年以来，我们通过绿色通道方式为51个创新药品实现 了在北京市药品阳光采购平台的快速挂网。目前北京有100多家三级定点医疗机构已经加入国谈药"双通 道"试点范围，2024年为创新医药单独支付了45亿元。 国家医保局7轮目录调整，累计将149 ...

Core Viewpoint - The recent policy measures issued by the National Healthcare Security Administration and the National Health Commission aim to support the high-quality development of innovative drugs in China, focusing on various aspects of drug research, access, clinical application, and payment systems [1][12]. Group 1: Policy Impact - The policy includes five specific measures to enhance support for innovative drug development, including increasing research support, integrating innovative drugs into basic medical insurance and commercial health insurance directories, and improving multi-payment capabilities [1]. - The introduction of a commercial health insurance directory for innovative drugs is particularly noteworthy, as it aims to include clinically valuable drugs that exceed basic insurance coverage, thus alleviating financial burdens on patients [15]. Group 2: Market Reaction - Following the policy announcement, the stock of Sipai Health (00314) saw a significant increase, with a peak rise of 49.35% on July 2, reaching a new high of 6.93 HKD, marking a total increase of 105.64% since its low on May 28 [1][5]. - The trading volume of Sipai Health has shown a notable increase, with daily trading volumes frequently exceeding 100 million HKD since late May, indicating strong market interest [2][4]. Group 3: Technical Analysis - Technical indicators suggest that Sipai Health has formed a bullish pattern, successfully breaking through key resistance levels and maintaining a "bullish arrangement" above all important moving averages [6]. - The MACD indicator showed a reversal from a potential bearish signal to a bullish one on July 2, indicating a higher probability of continued price increases [6]. Group 4: Investor Sentiment - Southbound funds have shown a clear interest in Sipai Health, with the holding ratio increasing from 11.57% on May 29 to 14.37% on June 30, reflecting growing demand from mainland investors [7]. - Recent trading data indicates that several institutions have raised their holdings in Sipai Health, with significant purchases from major brokerage firms [10]. Group 5: Competitive Advantage - Sipai Health's unique business model, which integrates medical services management and health insurance, positions it favorably in the market, especially with the new policy measures supporting innovative drugs [15]. - The company's strategic partnerships with various insurance firms and its innovative insurance products provide a competitive edge that is difficult for rivals to replicate in the short term [15].