在抢占未来发展制高点的赛道上，一座城市拥抱国际化人才的力度与智慧，将深刻定义其全球坐标。 锚定"世界一流高科技园区"的目标，苏州工业园区坚持开放创新，立足全球视野，积极打造与国际接 轨、更具全球竞争力的人才发展生态，以海纳百川的胸怀，持续吸引国际化高层次人才奔涌而来。 截至2024年底，园区已集聚国际化人才超1.5万人，居苏州全市第一。园区人深谙，只有充分融入全球 人才流动网络，在全球范围内高效配置创新资源，才能让"聚天下英才，筑创新高地"的愿景真正落地。 国际化城市拥抱国际化人才 在苏州工业园区金鸡湖西CBD核心区域，有一个集政务服务、产业资源、金融资本、生活配套于一体 的阳澄数谷国际人才港。项目坐拥黄金地段和便捷交通，聚焦"引、落、创、联、居"五大服务功能，支 撑优秀人才创新创业全发展周期。 阳澄数谷国际人才港于去年底正式启用。与之同期揭牌的还有苏州工业园区国际人才产业融合服务中 心、苏州国际商务合作中心、长三角跨境投资服务中心，共同构成了园区服务国际化人才的"一港三中 心"。专业细致全面的一站式服务，让人才免于"水土不服"的担忧。 一直以来，作为"国际合作的成功范例"，园区始终将人才引进作为人才工作的重 ...

Group 1 - The 2024 China-Africa Private Economy Cooperation Forum was held in Shenzhen, highlighting the city's role in international economic collaboration [2] - The establishment of the Global Drone Export Center in Shenzhen aims to support Chinese drone and AI product companies in accessing international markets [4] - Shenzhen is positioning itself as a global investment hub, with significant foreign investments from companies like Dassault Systems and GE Healthcare [4][5] Group 2 - Shenzhen has implemented 27 typical cases to enhance its international trade environment, focusing on facilitating foreign investment and improving business operations [5] - The city aims to attract over 50 billion yuan in foreign investment in 2025, expanding openness in various sectors including telecommunications and healthcare [6] - Shenzhen's initiatives include the "Qianhai Outbound E-Station" service platform, which consolidates various outbound services for enterprises, enhancing their international operations [8] Group 3 - Shenzhen is developing a high-level international trade hub to facilitate exports and enhance market access for local businesses [9] - The city has launched smart customs declaration features and expanded its international air and sea routes to improve logistics and trade efficiency [9][10] - In 2024, Shenzhen's foreign trade import and export volume reached 4.5 trillion yuan, marking a significant achievement in its trade performance [10]

Core Viewpoint - The "anti-involution" research trend is gaining momentum in the A-share market, with expectations that it may become the main theme for the next market phase, benefiting various sectors such as lithium batteries, photovoltaics, coal, steel, chemicals, energy, and construction materials [2][3][4]. Group 1: Research and Analysis - In the past week, a total of 176 research reports on the "anti-involution" theme were published by institutions, covering multiple industries including strategy, macroeconomics, steel, fossil energy, electrical equipment, building materials, non-ferrous metals, chemicals, and aquaculture [2]. - The "anti-involution" theme has become a focal point in analyst roadshows, with 79 related events held in the past week, indicating a strong institutional interest [2]. - Analysts believe that the current round of "anti-involution" has a higher standing, broader coverage, and stronger synergy, with potential implications for the market's next phase [3]. Group 2: Policy and Market Implications - The Central Financial Committee's recent meeting emphasized the need to promote a unified national market and address issues of low-price competition, which has led to increased attention on "anti-involution" in the capital market [3]. - The "anti-involution" policy is expected to unfold in three stages: policy expectations, price increases, and demand expansion, with a focus on sectors that may experience a turnaround [4]. Group 3: Beneficiary Industries - Key sectors expected to benefit from the "anti-involution" policies include: - Midstream and downstream manufacturing such as lithium batteries, photovoltaics, wind power, passenger vehicles, paper, and medical devices - Service and consumer sectors like food processing, express delivery, and small appliances - Resource materials including steel, cement/glass, consumer building materials, chemical fibers/agricultural chemicals, and energy metals - Real estate-related sectors such as kitchen appliances and home furnishings [5][6]. - The steel industry is highlighted for its potential bottom reversal, with supply-side reforms and improved profitability expected [8]. Group 4: Sector-Specific Insights - The photovoltaic industry is entering a high-quality development phase, with significant stock price increases observed in related sectors [9]. - Analysts suggest that the photovoltaic sector's recovery will depend on effective supply-side reforms and the establishment of a long-term mechanism for eliminating outdated capacity [9]. - Recent downgrades in specific photovoltaic stocks indicate a cautious outlook despite the overall positive sentiment in the sector [10].

值得一提的是，近年来北芯生命持续加大研发投入，搭建了微纳器件、介入导管、高性能医疗硬件及算 法软件四大技术平台，覆盖从核心传感器封装、导管加工到图像分析算法全链条能力，是国内唯一掌握 60MHz高频微型超声换能器与微型MEMS压力传感器完整设计及封装技术的企业。 2025年，公司推出首个国产冠脉功能学一体化解决方案、国产首款外周IVUS导管，并在电生理领域完 成脉冲电场消融（PFA）"single-shot"术式的关键突破，研究成果入选2025年欧洲心脏病学会大会突破 性临床研究专场。截至目前，公司累计申请专利超360项，已获得授权180余项，其中发明专利80余项、 PCT国际专利申请14项。 本报讯 （记者王镜茹）7月18日，上交所上市委将审议深圳北芯生命科技股份有限公司（以下简称"北 芯生命"）科创板IPO申请。据悉，北芯生命成立于2015年，是一家专注于心血管精准介入领域的创新 医疗（002173）器械企业，致力于通过高性能有源介入设备，为冠心病、外周血管疾病、房颤等重大疾 病提供智能化精准介入解决方案。 公司深耕冠脉功能学与影像学两大领域，自主研发突破多项"卡脖子"技术，先后推出中国首个自主研发 获批 ...

Group 1: Market Overview - The FTSE China A50 Index components showed a strong performance in the banking sector, with significant gains across various industries including power, coal, and oil, while the securities and consumer electronics sectors experienced declines [1][6]. Group 2: Sector Performance - The banking sector saw a rise in stock prices, with notable increases in major banks such as China Pacific Insurance and China Ping An, which had market capitalizations of 378.56 billion and 1,053.46 billion respectively [3]. - The power, coal, and oil sectors also performed well, with China Petroleum and China Shenhua Energy showing positive stock movements [4]. - Conversely, the securities sector, including firms like CITIC Securities, faced a decline, with a drop of 0.73% in stock price [4]. - The semiconductor industry had mixed results, with North China Innovation experiencing a decrease of 1.85%, while Cambrian Technology saw an increase of 2.35% [3][4]. Group 3: Notable Companies - Major companies in the liquor industry, such as Kweichow Moutai and Wuliangye, reported market capitalizations of 1,788.34 billion and 483.65 billion respectively, with Kweichow Moutai's stock price showing a slight decline of 0.24% [3]. - In the automotive sector, BYD's stock price increased by 0.31%, while other companies like SAIC Motor faced a decline [4]. - The technology sector, represented by companies like Industrial Fulian and Luxshare Precision, showed a downward trend, with stock prices decreasing by 0.69% and 0.65% respectively [4].

Core Viewpoint - The European Union (EU) is preparing to respond collectively with other countries affected by the new tariffs imposed by the United States, particularly targeting a 30% tariff on products from Mexico and the EU starting August 1, 2025 [1]. Group 1: EU's Response to US Tariffs - The EU is coordinating with Canada and Japan to discuss potential joint actions against the new tariffs [1]. - The EU has a current retaliation list that will impact approximately €210 billion ($245 billion) worth of US goods, along with an additional list worth €720 billion for further measures [2]. - EU Commission President Ursula von der Leyen stated that while the EU has paused countermeasures until August 1, they are preparing further retaliation measures to ensure readiness [1][2]. Group 2: Trade Negotiations Focus - Ongoing negotiations between the EU and the US are centered on unresolved issues, particularly concerning automotive and agricultural tariffs [5]. - The preliminary agreement discussed includes a 10% tariff on most EU exports and a proposed 17% tariff on agricultural products from the EU [5]. - The EU aims to keep agricultural export tariffs below 10% and opposes mechanisms that would allow tariff reductions in exchange for investments, to prevent production shifts [5]. Group 3: Use of Trade Tools - The EU's most powerful trade tool, the Anti-Coercion Instrument (ACI), is not currently being activated, as stated by von der Leyen [3]. - French President Emmanuel Macron emphasized the need for credible countermeasures, including the ACI, if no agreement is reached before August 1 [4].

2025.07. 14 本文字数：2785，阅读时长大约5分钟 作者 | 第一财经 钱童心 今年上半年，我国批准了45个创新医疗器械产品，此外，国家组织外周血管支架类医用耗材集采中 选结果已在全国多省市落地执行。 第一财经记者从多方了解到，外周小血管覆膜支架自集采落地以来出现供应紧张，但相关的国产器械 正在加速研发，填补巨大的市场空白。 进口产品供应不稳定 根据第五批高值医用耗材集中带量采购中选结果，包括雅培、波士顿科学、百多力等跨国企业，以及 归创通桥、心脉医疗等国内企业在内的18家中选，过去数万元的支架集采的中标价格普遍在三四千 元，最低价格仅2000多元，平均降价幅度超过80%。此前采购需求量最大的戈尔在第五批集采中出 局。 戈尔的自膨式覆膜外周血管支架VIABHAN是此前临床上应用的唯一一款覆膜支架，随着戈尔的出 局，近期有天津、武汉等多地医生反映，这款支架目前供应越来越紧张，临床上还没有太合适的替代 品。 一位三甲医院血管外科医生告诉第一财经记者："覆膜支架是血管外科手术中常用的高值耗材，进口 的戈尔外周小血管覆膜支架确实没有了，大血管的还有。国产的大血管覆膜支架可以从一定程度上替 代，但小血管覆膜 ...

Group 1: Credit Bond ETFs and Fund Performance - Credit bond ETFs have seen strong inflows this year, with a total scale nearing 230 billion yuan and a net subscription amount exceeding 160 billion yuan as of July 9 [1] - In June alone, the net subscription amount reached 84 billion yuan, driven by factors such as coupon advantages, activated pledge functions, and trading convenience [1] - Multiple bond funds reported over 100% growth in scale during Q2, attributed to a stable macroeconomic environment and increased investor confidence in fixed-income products [1][2] Group 2: Equity Funds and Market Trends - Several equity funds have disclosed their Q2 reports, revealing that fund managers have increased stock positions and maintained high operational levels [2] - Investment opportunities in sectors such as robotics, fintech, and pharmaceuticals have gained favor among fund managers [2] Group 3: Banking Sector Dividends - As of July 13, 35 out of 42 A-share listed banks have announced their annual dividend distributions for 2024 [2] - The increase in dividend payout ratios is expected to support bank stock prices and enhance the quality of bank operations [2] Group 4: Commodity Prices and Market Outlook - Copper prices have fluctuated between 72,073 yuan/ton and 82,725 yuan/ton in the first half of the year, with expectations of a potential upward trend in the medium to long term [2] - Factors such as macroeconomic support from potential interest rate cuts by the Federal Reserve may bolster copper prices [2] Group 5: Company Developments - Canada Goose's controlling shareholder, Bain Capital, is considering selling part or all of its stake, currently holding 60.5% of multiple voting shares [4] - North Chip Life Technology is set to hold its IPO review on July 18, focusing on innovative medical devices for cardiovascular diseases [5] - Zhixing Technology plans to place 15.495 million new H-shares, expecting to raise approximately 230 million HKD for various development projects [6] - Time Space Technology's shareholder plans to reduce their stake by up to 3% between August 5 and November 4 [7] - ST Yundong anticipates a net loss of 100 million to 150 million yuan for the first half of the year due to declining sales prices [8] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for the first half of the year, reflecting a year-on-year decline of 13.2% to 20% [9]

内容概况：根据海关总署数据显示，2025年1-5月，中国血管支架进口数量为91.40万个，同比下降 38.18%；进口金额为11.54亿元，同比下降18.70%，形成量价同降局面。一是国产高端产品加速替代， 如微创医疗Firesorb®生物可吸收支架技术突破，减少对进口依赖；二是集采政策深化，进口支架中标 价大幅压缩，医疗机构采购策略转向性价比更高的国产产品。同期，中国血管支架出口数量为28.89万 个，同比增长30.09%；出口金额为2.43亿元，同比增长24.03%。随着国产支架技术成熟度提升，如乐普 医疗NeoVas®通过欧盟CE认证，有效打开了国际市场。 相关上市企业：心脉医疗（688016）、乐普医疗（300003）、凯利泰（300326）、赛诺医疗 （688108）、蓝帆医疗（002382） 相关企业：洛阳双瑞精铸钛业有限公司、宝鸡钛业股份有限公司、西部超导材料科技股份有限公司、宝 武特种冶金有限公司、浙江华友钴业股份有限公司、南京寒锐钴业股份有限公司、青海金广镍铬材料有 限公司、万华化学集团股份有限公司、山东东岳高分子材料有限公司、中昊晨光化工研究院有限公司、 华东医药股份有限公司、华北制药股份 ...

Core Viewpoint - The demand for low-frequency therapeutic devices is increasing due to rising health concerns, an aging population, and the growing number of chronic disease patients. The introduction of the "old-for-new" policy and active market research by health authorities further stimulates this demand [1][12]. Industry Overview - Low-frequency therapeutic devices utilize low-frequency electric currents for treatment, primarily affecting the skin and superficial tissues, providing pain relief and muscle relaxation [3][4]. - The market for low-frequency therapeutic devices is expected to grow significantly, with 1,001 purchasing units and 958 winning units in the bidding market for 2024, resulting in 3,359 devices awarded, a year-on-year increase of 198%. The total bid amount reached approximately 98 million yuan, up 100% year-on-year [12][21]. Market Dynamics - The aging population in China is projected to reach 219.69 million by 2024, a 1.35% increase year-on-year, leading to higher demand for health management solutions, including low-frequency therapeutic devices [6][10]. - The number of medical and health institutions in China is expected to grow from 1,007,600 in 2019 to 1,093,600 in 2024, further driving the demand for medical equipment, including low-frequency therapeutic devices [10]. Competitive Landscape - The low-frequency therapeutic device industry features numerous players, including both domestic and international brands. Companies are competing through R&D investment, product optimization, and sales channel expansion [16][17]. - Key players in the industry include Guangzhou Longzhijie Technology Group, Tianjin Tangbang Technology, and Henan Xiangyu Medical Equipment, among others [17][18]. Industry Trends - The growth of the low-frequency therapeutic device industry is driven by the aging population, increasing chronic disease patients, and advancements in medical technology. Future developments will focus on technological innovation and smart solutions, integrating AI algorithms and sensor technologies for personalized treatment [21][23].