Core Viewpoint - Chengdu's government has issued a plan to promote high-quality development in county-level new towns, focusing on enhancing the capacity of advanced manufacturing bases and supporting the growth of various industries [1] Group 1: Advanced Manufacturing - The plan emphasizes leveraging spatial advantages to undertake leading projects in advanced manufacturing, particularly in equipment manufacturing, advanced energy, and new materials, targeting areas like Jianyang, Pengzhou, and Jintang [1] - There is a goal to strengthen the manufacturing sector in Qionglai and Chongzhou by enhancing the capabilities of advanced manufacturing [1] Group 2: Traditional Industries Transformation - The initiative aims to utilize digital intelligence and green technology to upgrade traditional industries such as liquor and home furnishings [1] - The focus is on developing niche sectors like power batteries and smart terminals, with an aim to create national-level characteristic industrial clusters for small and medium enterprises [1] Group 3: Industrial Space Expansion - The plan supports the expansion and quality improvement of established enterprises, as well as the redevelopment of inefficient and idle land and buildings [1] - It aims to continuously expand new industrial spaces, particularly in areas like Dujiangyan, Dayi, and Pujiang, to strengthen industries such as pharmaceuticals and green food [1] Group 4: Emerging Industries - The government is promoting the development of emerging industries such as green hydrogen, low-altitude economy, commercial aerospace, and computing power [1] - There is a focus on securing key backup projects for these critical industries [1]

Core Insights - Jiangsu Province's Strategic Emerging Industry Fund (referred to as "Jiangsu Emerging Industry Fund") has officially launched its third batch of industry-specific funds, totaling 15.5 billion yuan [1] - The cumulative number of industry-specific funds established by the Jiangsu Emerging Industry Fund has reached 41, with a total scale of 106.9 billion yuan, marking a significant increase in capital capacity and achieving full coverage across all 13 districts in Jiangsu Province [1][2] - The notable cooperation fund is the 10 billion yuan Chengtong Science and Technology Investment Fund (Jiangsu), initiated by China Chengtong Holdings Group, which aims to deepen cooperation between central and local enterprises and promote the implementation of central enterprise industrial chains in Jiangsu [1] Fund Details - The third batch of industry-specific funds includes 5 funds with a total scale of 15.5 billion yuan, with 2 funds specifically targeting district-level industries in Xuzhou and Zhenjiang, totaling 4 billion yuan [2] - The 3 billion yuan Jiangsu Xuzhou Emerging Industry Special Mother Fund focuses on new energy, integrated circuits, new materials, green environmental protection, and safety emergency industries [2] - The 1 billion yuan Jiangsu Zhenjiang High-end Intelligent Manufacturing Industry Special Mother Fund is initiated by Zhenjiang State-owned Investment Holding Group [2] Investment Focus - The Jiangsu Emerging Industry Fund aims to guide capital towards innovative sources, supporting early and mid-stage technology projects and industrialization in strategic emerging industries such as new materials, advanced manufacturing, new generation information technology, and new energy [1][2] - The Jiangsu Agricultural Reclamation Group has initiated a 1 billion yuan Jiangsu Agricultural Reclamation Modern Biotechnology Industry Investment Fund, focusing on pharmaceuticals, biological agriculture, and specialty new foods [2] - A 500 million yuan Jiangsu New Intelligence Future Industry Angel Investment Fund, initiated by Jiangsu High Investment Group and Suzhou Innovation Investment Group, aims to support high-level talent innovation and entrepreneurship in future industries [3] Performance and Impact - Since its launch in June of last year, the Jiangsu Emerging Industry Fund has effectively supported the growth of strategic emerging industries and future industries in the province, with 36 funds totaling 91.4 billion yuan established and operational [3] - The fund has successfully attracted capital from major state-owned enterprises and leading investment institutions, with a total of 86 investment projects initiated [3]

Group 1 - Chengdu's Wenjiang District hosted an investment promotion conference in Ningbo, focusing on cross-border e-commerce and regional cooperation [1][3] - The conference resulted in multiple agreements, including the establishment of a cross-border e-commerce industrial park and a training base for e-commerce talent [3][4] - Wenjiang District's business bureau formed a long-term cooperation mechanism with the Ningbo Business Development Research Association to enhance resource interaction and information sharing [4] Group 2 - The "Open Chengdu Partner Program" was launched to certify quality enterprises as city partners, aiming to expand international connections through policy integration and resource matching [4] - Over 30 "Wenjiang-made" products were showcased, highlighting strengths in food processing, smart hardware, and cultural creativity, with a focus on the silver economy [4][5] - A pre-conference discussion emphasized Wenjiang's advantages in medical resources and elderly care, showcasing its potential in the silver economy sector [5]

Group 1 - The 2025 Changping Medical Health Financial Investment Innovation Forum was held in Beijing, focusing on the theme "Innovation Leading, Industry and Finance Leap" with nearly 200 participants from various sectors [1] - The establishment of the "Changping Future Venture Capital Alliance (CFIA)" aims to create a seven-in-one innovation ecosystem integrating government, industry, academia, research, finance, services, and applications to support high-quality development of technology-based enterprises [1] - The Changping district has organized over 90 investment and financing roadshow events this year, serving more than 260 companies [1] Group 2 - The "Life Valley Financial Service Station" was officially established to link diverse financial resources such as banks, investment institutions, and securities firms, promoting a cluster effect in financial services [2] - Changping district is focusing on the construction of a science and technology financial demonstration zone, having introduced the first science and technology financial policy in the city and established the first equity fund [2] - The district aims to create a high-efficiency flow of elements and precise supply-demand matching in the science and technology financial ecosystem, striving to build a globally leading Life Valley [2]

Market Overview - A-shares indices collectively strengthened, with the Shanghai Composite Index making another push towards 3500 points, closing up 0.7%, Shenzhen Component up 1.46%, and ChiNext up 2.39% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.4 trillion yuan [1] Sector Performance - The power-related ETFs led the gains, with multiple solar energy ETFs rising over 5% [2] - The recent "anti-involution" discourse in the solar industry has been highlighted, with government meetings emphasizing the need to address low-price competition and promote product quality [2][3] Industry Insights - Pacific Securities noted that the government's stance on "anti-involution" signals a potential acceleration in supply-side capacity clearing and may drive technological breakthroughs in the solar industry, indicating a possible turning point [3] - The solar industry is expected to shift from price wars to technological differentiation, optimizing capacity structure and accelerating technological progress, which will drive equipment demand [3] Pharmaceutical Sector - The pharmaceutical sector is experiencing a pullback, but Huachuang Securities remains optimistic about the industry's growth in 2025, citing low valuations and favorable macroeconomic factors [4] - The focus is shifting from quantity to quality in the domestic innovative drug sector, with an emphasis on products that can deliver profits [4] ETF Activity - The Hong Kong Securities ETF (513090) showed significant trading activity, with a trading volume exceeding 15.7 billion yuan [5] - The turnover rate for the benchmark government bond ETF (511100) reached 415.24%, indicating high trading activity [6] - The Hong Kong Securities ETF is designed for investors with a higher risk tolerance, particularly in times of policy benefits or improved market liquidity [6]

Core Viewpoint - Beijing aims to establish an innovative and application-oriented industrial ecosystem for "Artificial Intelligence + Healthcare" by 2027, leveraging its strengths in AI technology, medical resources, and health data [1] Group 1: Strategic Goals - The plan emphasizes the integration of innovation-driven approaches, focusing on technological breakthroughs and product development to achieve internationally leading innovations [1] - The objective is to produce over 30 core technologies and innovative products for practical application [1] Group 2: Application Focus - The initiative aims to apply AI technology in various stages of innovative drug and medical device development, facilitating a digital transformation in the healthcare industry [1] - The goal includes advancing at least 20 innovative drugs and medical devices into clinical trial phases and implementing AI in no less than 10 application scenarios across healthcare services, wellness services, medical education, health insurance, and public health [1]

Core Viewpoint - China National Pharmaceutical Group Corporation (referred to as "the company" or "China Pharmaceutical") has decided to waive its right of first refusal for the 24% equity stake in Chongqing Medical Health Industry Co., Ltd. (referred to as "Chongqing Medical Health") held by its shareholder Chongqing Yufu Holdings Group Co., Ltd. [1][4] Group 1: Equity Transfer Details - Chongqing Yufu intends to publicly transfer its 24% equity stake in Chongqing Medical Health, with a base price of 2,206.11024 million yuan, to be paid in a lump sum [1][2] - The transfer is being conducted through the Chongqing United Property Rights Exchange, and the final buyer has not yet been determined [2] - Chongqing Medical Health has a registered capital of 1 billion yuan, with a shareholding structure of 49% held by Chongqing Yufu, 24% by China General Technology (Group) Holding Co., Ltd., and 27% by China Pharmaceutical [2] Group 2: Company Strategy and Decision - The company is focusing on an integrated transformation and upgrade strategy, concentrating resources on core business areas such as technology innovation and industrial transformation [2][4] - The decision to waive the right of first refusal is based on a comprehensive assessment of the company's current business structure and future plans, aiming for sustainable high-quality development [2][4] - The waiver of the right of first refusal will not change the company's consolidated financial reporting scope or its shareholding percentage in Chongqing Medical Health, and it will not adversely affect the company's financial and operational status [4]

Group 1 - The Beijing Municipal Science and Technology Commission and Zhongguancun Management Committee announced the application period for the key technology innovation support project for technology-based small and micro enterprises in the Zhongguancun National Independent Innovation Demonstration Zone, which will be open from July 2 to July 31 this year [1] - Eligible applicants must be enterprises in hard technology fields such as new generation information technology, medical health, intelligent manufacturing, new materials, green energy, and energy conservation and environmental protection, registered as national high-tech enterprises or Zhongguancun high-tech enterprises after January 1, 2020 [1] - Enterprises must have fewer than 100 employees and annual revenue below 20 million yuan for the 2024 accounting year, with specific R&D expenditure requirements based on their registration date [1] Group 2 - Applications must be submitted online through the Beijing Science and Technology Plan Comprehensive Management Platform, and offline applications will not be accepted [2] - The Beijing Municipal Science and Technology Commission and Zhongguancun Management Committee emphasized the importance of the authenticity and accuracy of the submitted data and materials, warning against falsification [2] - There will be supervision and inspection of the qualification of funded enterprises before the end of 2025, with the possibility of recovering funds from those that lose their high-tech enterprise status or do not meet support conditions [2]

"10年前，我们也是一家只有十几人的小微企业。" 中关村生命科学园企业、北京诺诚健华医药科技有 限公司如今已成长为一家在香港和上海两地上市的中型创新药企业。诺诚健华企业传播执行总监陆春华 表示，小微企业发展离不开政策支持，医药行业尤为如此。北京出台促进创新医药产业"32条"，对创新 药企发展有巨大帮助，深入园区的政策宣讲有助于将政策红利转变为企业发展动能，帮助更多小微企业 茁壮成长。 民营经济促进法出台，如何助推绿色生物经济高质量发展？首都民营经济政策宣讲服务团成员、华熙生 物董事长兼总裁赵燕结合自身企业发展情况，讲述对政策的理解，也为小微企业用好用足政策提供有益 借鉴。 转自：北京日报客户端 6月27日是联合国设立的"中小微企业日"。当天，"小微，您好"首都民营经济政策宣讲服务团昌平行活 动在中关村生命科学园举行，向医药健康领域的小微企业宣传解读民营经济促进法，推动产业政策在民 营小微企业落地生根。 活动由市工商联、市发展改革委、市经济和信息化局、昌平区政府、微博党委联合主办。近年来，昌平 区打造医药健康、先进能源、先进制造三大千亿级产业集群，为中小微企业提供了广阔发展空间。目前 全区规模以上中小微型企业已 ...

6月26日，在2025北京·昌平生命科学论坛新闻发布会上，北京未来科学城管委会副主任，昌平区政府党 组成员、副区长赵仕伟宣布，2025北京·昌平生命科学论坛将在7月5日—7日在昌平区举办。今年论坛将 采用"1+6+1+N"模式，即1场开幕式及主论坛，6场平行论坛，1场专题展览，多场闭门研讨会、行业招 商推介及投资考察活动。此外，本届论坛首次与全国医药工业信息年会深度融合，"双会融合"积极推动 医药产业创新发展。 首创"双会融合"协同新模式 北京商报记者了解到，北京·昌平生命科学论坛创办于2022年，以"探索生命 共创未来"为永久主题，旨 在搭建全球生命科学领域的高端对话平台，汇聚顶尖科学家、产业领袖，共同探讨前沿科学问题、产业 发展趋势和政策创新路径，为北京市生命科学产业高质量发展注入新动能，为健康中国战略实施贡献昌 平力量。目前，北京·昌平生命科学论坛已成功举办3届，总计开展了平行论坛和配套活动上百场，累计 数万名嘉宾和观众参与，品牌影响力也在不断提升，可以说成为推动医药健康产业高质量发展的重要平 台。 赵仕伟介绍，今年论坛将采用"1+6+1+N"模式，即1场开幕式及主论坛，6场平行论坛，1场专题展览， 多 ...