政策动向 国家医保局："十五五"时期长期护理保险制度将从试点转向全面建制 12月22日，在2025全国长期护理保险高质量发展大会上，国家医保局党组书记、局长章轲在致辞时表 示，经过试点，长期护理保险制度覆盖近3亿人，累计惠及超330万失能群众，基金支出超千亿元。章轲 表示，"十五五"时期，长期护理保险制度将从试点转向全面建制，国家医保局将加快推动具有中国特色 的长期护理保险制度建立，逐步覆盖全民，起步阶段重点保障重度失能人员。制度落地过程中，实行筹 资、待遇、支付等政策标准的规范统一，夯实长期护理保险制度高质量、可持续的发展根基。 21点评：长期护理保险被称为社保"第六险"，此前试点已验证其制度可行性，如今向全面建制推进，将 补齐我国社保体系在长期照护领域的短板，同时也将推动健康服务从疾病治疗向全生命周期健康管理延 伸，通过长期照护的预防、干预和康复等环节，提升全民健康保障水平。 药械审批 资本市场 伟思医疗：拟1.19亿元出售部分固定资产 12月22日，伟思医疗(688580.SH)公告称，公司拟以总价1.19亿元的价格，将持有的位于南京市雨花台区 宁双路19号9幢的房屋及楼宇部分配套固定资产，转让给江苏云 ...

热点聚焦 HOT 1、隔夜，贵金属续创新高。COMEX黄金期货涨2.13%，报4480.6美元/盎司；COMEX白银期货涨 2.37%，报69.09美元/盎司。12月23日4:18，现货铂金升破2100美元/盎司关口，日内大涨6.6%。22日， 白银涨幅超6%，铂和钯两个期货主力合约涨停。过去一周，白银上涨8.27%，白银年内涨超128%；现 货黄金今年累涨近68%。钯金也涨超95%。钨粉单周涨幅在18%左右。 2、隔夜，美股三大指数集体收涨，标普500涨0.64%，纳指涨0.52%，道指涨0.47%。纳斯达克中国金龙 指数收涨0.58%。"恐慌指数"标普500波动率指数（VIX）跌至14.08，为2024年12月13日以来最低水平。 与AI相关的股票提振了整体市场，英伟达、特斯拉收涨超1%，甲骨文涨逾3%，美光科技涨超4%，投 资者正密切关注这些科技股在估值过高的担忧下能否在年底前保持领先地位。 3、隔夜，WTI原油期货结算价收涨2.64%，报58.01美元/桶；布油期货结算价收涨2.65%，报62.07美元/ 桶。美国近日接连在委内瑞拉附近海域扣押油轮，引发了国际市场对委内瑞拉石油供应安全的关注。最 新消 ...

Core Viewpoint - China is committed to expanding high-level opening-up, leveraging its vast market potential to create new opportunities for global economic growth [1] Group 1: Panasonic - Panasonic's business in China accounts for 24.4% of its global operations, contributing 30% to its profits [5] - The company showcased a new rail station platform door solution at the expo, which has been implemented in 53 rail projects across 18 cities [2][3] - Panasonic has established deep collaborations with over 6,000 local suppliers in China, enhancing its supply chain stability and innovation [3] Group 2: Novo Nordisk - Novo Nordisk has introduced 22 innovative drugs and 11 injection devices in China by the end of 2024, focusing on diabetes and obesity treatment [7] - The company emphasizes local production and has partnered with local firms to optimize its supply chain management [6][7] - Novo Nordisk's "China Co-Creation" project aims to synchronize the approval of new drugs in China with global timelines, benefiting local patients [7] Group 3: Honeywell - Honeywell has developed a complete localized value chain in China, with over 95% of its exhibits at the expo being developed by local teams [9][10] - The company has established 10 R&D centers in China, focusing on innovations tailored to local market needs [10] - Honeywell's projects, such as the battery safety sensors for electric vehicles, are not only used domestically but also exported globally [10] Group 4: Schneider Electric - Schneider Electric has built 21 "zero-carbon factories" and 15 national "green factories" in China [11][14] - The company is leveraging AI and other advanced technologies to enhance production efficiency and reduce carbon emissions [12][14] - Schneider Electric views China as a critical hub for global supply chain innovation and sustainability [14]