12月15日消息，三大指数集体低开，CPO板块跌幅居前。截至今日开盘，沪指报3865.40，跌0.62%；深成指报13150.43 点，跌0.81%；创指报3157.32点，跌1.16%。 消息面： 2、财政部党组书记、部长蓝佛安12月12日主持召开党组会议，会议指出，明年要保持必要的财政赤字、债务总规模和支 出总量，发行超长期特别国债，持续支持"两重"建设、"两新"工作。 10、近期，磷酸铁锂行业正掀起一波密集的提价浪潮。记者从多家产业链企业获悉，头部厂商已开始向客户发出明确的涨 价通知。 11、智通财经记者从多个渠道人士处获悉，茅台各省区经销商联谊会近日召开会议决定，年内计划外配额停发，明年非标 产品减量。 3、商务部办公厅、中国人民银行办公厅、金融监管总局办公厅发布《关于加强商务和金融协同，更大力度提振消费的通 知》。其中提到，鼓励有条件的地方运用数字人民币智能合约红包提升促消费政策实施质效。合理确定贷款发放比例、期限和 利率，加快推动个人消费贷款业务发展。 4、全国发展和改革工作会议12至13日在北京召开。会议强调，扎扎实实做好明年发展改革重点工作。要多措并举促进投 资止跌回稳，适当增加中央预算内投资 ...

12月14日晚，多只医药股发布利好消息。 九安医疗公告，公司美国子公司四联检、三联检产品获得美国FDA上市前通知，涉及的产品包括甲型流 感、乙型流感、COVID-19及RSV呼吸道合胞病毒四联检测家用试剂盒等。这些产品取得上市前通知 后，均可在美国市场正常销售。 君实生物公告，公司旗下EGFR/HER3双特异性抗体偶联药物用于治疗晚期实体瘤的临床试验申请获得 美国FDA批准。 诺诚健华公告，公司自主研发的BTK抑制剂奥布替尼治疗系统性红斑狼疮IIb期研究达到主要终点并获 批III期注册性临床试验。 一品红公告，芩香清解口服液获批国家中药二级保护品种。此外，公司于2025年12月获瑞典制药巨头 Sobi以9.5亿美元（折合人民币约67.13亿元）首付款及最高5.5亿美元（折合人民币约38.87亿元）付款收 购，该药为新型URAT1抑制剂，具备强效溶解痛风石能力，已获FDA快速通道资格，关键III期临床已 完成入组。 （文章来源：21世纪经济报道） ...

【头条要闻】 多部委开列2026年任务清单 更多增量政策将出台 近日，国家发展改革委、财政部、商务部、中国人民银行、国务院国资委等多个部门密集开展部署，贯 彻落实中央经济工作会议精神，开列2026年重点任务清单。记者获悉，围绕提振消费、推动投资止跌回 稳、培育壮大新动能等，明年将有更多增量政策根据形势变化出台。其中，将加快出台实施首发经济、 赛事经济、电子商务、"人工智能+消费"等领域提振消费的政策；适当增加中央预算内投资规模，靠前 实施具备条件的"十五五"重大项目。与此同时，还要积极稳妥化解重点领域风险。 11条重磅政策！商务部、央行、金融监管总局联合发声：加强商务和金融协同提振消费 12月14日，商务部、中国人民银行、国家金融监管总局联合印发《关于加强商务和金融协同更大力度提 振消费的通知》（下称《通知》），围绕商品消费、服务消费、新型消费、消费场景、消费帮扶等重点 领域，从深化系统协作、加大金融支持、扩大对接合作等方面提出11条政策措施。 《通知》首先明确要深化商务和金融系统协作，推动地方有关部门加强沟通交流和分工协作，鼓励有条 件的地方健全沟通合作机制，强化财政资金、信贷资金与社会资本等合力，细化落实 ...

转自：新华财经 •事关汽车以旧换新、消费贷额度等事项 商务部等三部门：加强商务和金融协同，更大力度提振消费 •中央财办：2025年我国经济总量预计达到140万亿元 明年将根据形势变化出台实施增量政策 •六家国有大行启动2025年中期分红派发 合计金额超2000亿元 分红比例保持在归母净利润30%或以上 •商务部、人民银行、金融监管总局发布《关于加强商务和金融协同更大力度提振消费的通知》，针对深化商务和金融系统协作、加大消费重点领域金融支 持、扩大政金企对接合作三个方面，提出11项具体举措。鼓励有条件的地方运用数字人民币智能合约红包提升促消费政策实施质效，加快推动个人消费贷款 业务发展，适当减免汽车以旧换新过程中提前结清贷款产生的违约金，用好用足服务消费与养老再贷款，积极探索金融支持首发经济、"人工智能+消 费"、"IP+消费"等新业态新模式，鼓励商家、平台发放消费券，提供更多低息、免息分期等优惠。（新华财经） •13日，由中国国际经济交流中心主办的"2025—2026中国经济年会"在北京召开。中央财办分管日常工作的副主任、中央农办主任韩文秀在会上表示，2025 年我国主要经济指标表现好于预期，经济总量预计达到 ...

（原标题：A股利好，一夜之间多家公司密集宣布） 12月14日晚，多只医药股发布利好消息。 九安医疗公告，公司美国子公司四联检、三联检产品获得美国FDA上市前通知，涉及的产品包括甲型流感、乙型流感、COVID-19及RSV呼吸道合 胞病毒四联检测家用试剂盒等。这些产品取得上市前通知后，均可在美国市场正常销售。 2025年被称为"国产流感新药元年"，据头豹研究院预测，2024~2028年中国抗流感用药市场规模有望以年复合增长率20.2%持续增长，预计2028 年，市场规模有望达到269亿元。国内新药今年也在密集上市，冲击着当前的市场竞争格局。（详情） 君实生物公告，公司旗下EGFR/HER3双特异性抗体偶联药物用于治疗晚期实体瘤的临床试验申请获得美国FDA批准。 一品红公告，芩香清解口服液获批国家中药二级保护品种。此外，公司于2025年12月获瑞典制药巨头Sobi以9.5亿美元（折合人民币约67.13亿元） 首付款及最高5.5亿美元（折合人民币约38.87亿元）付款收购，该药为新型URAT1抑制剂，具备强效溶解痛风石能力，已获FDA快速通道资格， 关键III期临床已完成入组。 诺诚健华公告，公司自主研发的BTK抑 ...

Core Insights - Multiple pharmaceutical companies have recently announced positive developments, indicating a potential growth phase in the industry [1][2][4]. Group 1: Company Announcements - Jiuan Medical's U.S. subsidiary received pre-market notification from the FDA for its home testing kits for multiple viruses, including COVID-19, allowing for normal sales in the U.S. market [1]. - Junshi Bioscience's dual-specific antibody drug for treating advanced solid tumors has received FDA approval for clinical trials [1]. - Innovent Biologics announced that its BTK inhibitor, Orelabrutinib, has met primary endpoints in a Phase II study for systemic lupus erythematosus and has been approved for Phase III trials [1]. - Yipinhong's Qinxiang Qingjie oral solution has been approved as a national secondary protected traditional Chinese medicine, and the company is set to receive up to $15 billion (approximately 67.13 billion RMB) from Sobi for a new URAT1 inhibitor [2]. Group 2: Market Trends - The Chinese innovative drug sector is experiencing a significant turnaround after a challenging period from 2021 to 2024, with total external licensing amounts surpassing $100 billion in the first three quarters of 2025 [4]. - Major collaborations between Chinese innovative drug companies and multinational corporations (MNCs) are on the rise, exemplified by significant deals such as the $12 billion partnership between Hengrui Medicine and GSK [4]. - The speed and cost-effectiveness of Chinese drug development are becoming competitive advantages, with drug discovery processes being 2-3 times faster than international counterparts [4]. Group 3: Financial Performance - The innovative drug sector in China reported a total revenue of 48.83 billion RMB in the first three quarters of 2025, reflecting a year-on-year growth of 22% [5]. - The sector achieved its first quarterly profit since its inception, with a net profit of 1.1 billion RMB in the third quarter [5]. Group 4: Investment Landscape - The capital market for Chinese innovative drugs is undergoing a transformation, shifting from a focus on academic backgrounds and preclinical data to a stronger emphasis on tangible product capabilities [6].

Industry News - Moutai's new control policy has led to a significant price increase, with the price of Flying Moutai in Tianjin rising to 1630 yuan per bottle, an increase of over 150 yuan in two days [3] - Three departments have issued a notice to strengthen the collaboration between commerce and finance to boost consumption, emphasizing the need to determine loan issuance ratios, terms, and interest rates based on customer repayment ability and credit status [4] - Multiple listed companies are planning to raise prices for lithium iron phosphate products, indicating a trend of price adjustments in the industry [5] - The automotive market is experiencing a clear differentiation between passenger and commercial vehicles, with passenger vehicle consumption improving and expected to grow by 11% in 2025 due to policy factors [5] - The National Medical Insurance Administration plans to reasonably increase the coverage level of prenatal examination medical expenses by 2026, aiming for "no out-of-pocket" expenses for childbirth within the policy scope [5] Company News - Vanke's "22 Vanke MTN004" holder meeting saw all three extension proposals fail to pass, with a grace period of five working days remaining [7] - Moer Technology announced plans to use no more than 7.5 billion yuan of idle fundraising for cash management, clarifying that this will not affect the implementation of fundraising projects [7] - Chip Origin Technology has terminated the acquisition of a 97% stake in Chip Lai Zhihong [8] - Enjie Co. plans to acquire 100% of Zhongke Hualian's shares, with stock resuming trading [9] - Leisai Intelligent plans to raise no more than 1.144 billion yuan through a private placement [10] - Junshi Biosciences announced that its JS212 clinical trial has received FDA approval for the treatment of advanced malignant solid tumors [12]

12月14日晚间，九安医疗（002432）发布公告，公司于北京时间2025年12月13日获悉，公司美国子公司 iHealth Labs Inc.(简称"iHealth美国")的产品收到了美国食品药品监督管理局(FDA)的上市前通知。 具体来看，iHealth美国的甲型流感、乙型流感、COVID-19及RSV呼吸道合胞病毒四联检测家用试剂 盒；甲型流感、乙型流感、COVID-19及RSV呼吸道合胞病毒四联检测专业用试剂盒收到美国 FDA510(K)上市前通知(简称"四联检试剂盒")。 另外，iHealth美国的甲型流感、乙型流感及COVID-19病毒三联检测家用试剂盒；甲型流感、乙型流感 及COVID-19病毒三联检测专业用试剂盒收到美国FDA510(K)上市前通知(简称"三联检试剂盒")。上述产 品取得上市前通知后，均可在美国市场正常销售。 九安医疗表示，公司的试剂盒类产品作为常规的家用上呼吸道病毒筛查医疗产品，具备较强的消费品属 性，iHealth四联检试剂盒获得美国FDA510(K)上市前通知，进一步拓展了公司试剂盒类产品的可检测病 毒类别，新产品的推出对于满足美国市场上呼吸道病毒筛查多元化需求方面，存在 ...

Core Viewpoint - Multiple pharmaceutical companies have announced positive developments, including FDA approvals and significant clinical trial milestones, indicating a robust growth trajectory in the pharmaceutical sector. Group 1: Company Announcements - Jiuan Medical announced that its U.S. subsidiary received FDA pre-market notifications for its four-in-one and three-in-one home testing kits for influenza and COVID-19, enhancing its product line in the IVD field [1][3]. - Junshi Biosciences reported that its dual-specificity antibody-drug conjugate (JS212) for treating advanced solid tumors received FDA approval for clinical trials [4]. - Innovent Biologics disclosed that its BTK inhibitor, Obutinib, achieved primary endpoints in a Phase II clinical trial for systemic lupus erythematosus and received approval for Phase III trials [4]. - Yipinhong announced that its Qinxing Qingjie oral solution was approved as a national secondary protected traditional Chinese medicine, which will strengthen its market position [5]. Group 2: Market Trends and Insights - The Chinese innovative drug industry is expected to experience rapid growth, with over $92 billion in outbound BD transactions in the first three quarters of 2025, indicating a significant opportunity for Chinese companies in the global market [7]. - The first version of the commercial health insurance innovative drug directory was released, highlighting the competitive landscape and the inclusion of several high-efficacy domestic drugs, which signals a positive trend for innovative drug development [8]. - Analysts suggest that the integration of innovative drugs into both medical insurance and commercial insurance will lead to rapid revenue growth for these products, benefiting patients and companies alike [8].

今日晚间重要公告抢先看——11天7板顺灏股份：太空数据中心面临强烈辐射等因素可能导致项目商业 化进度和效益晚于和低于预期；古鳌科技实控人变更为徐迎辉，股票12月15日复牌；浦东金桥董事长王 颖因工作调动离任。 【重大事项】 11天7板顺灏股份：太空数据中心面临强烈辐射等因素可能导致项目商业化进度和效益晚于和低于预期 顺灏股份发布股票交易异常波动公告称，公司现有业务未与轨道辰光的业务产生协同效应；轨道辰光业 务受宏观经济、行业政策、市场环境变化等因素的影响，亦存在产业化、商业化落地周期较长以及不达 预期的风险。轨道辰光的"天数天算"业务可能在未来5年内才有明确的商业价值，太空数据中心的"地数 天算"业务可能在未来5-10年才逐步具备与地面数据中心进行竞争的优势。太空数据中心面临强烈辐 射、轨道维护困难、碎片危害以及与数据治理和太空交通相关的监管问题等障碍，包括但不限于上述各 类因素均可能导致项目商业化进度和效益晚于和低于预期。 浦东金桥：董事长王颖因工作调动离任 浦东金桥公告，董事长王颖因工作调动，不再担任公司董事、董事长以及董事会战略委员会主任委员、 提名委员会委员职务，另有任用。 嘉泽新能：下属公司拟投资建 ...