消息面上，7月31日，央视新闻在其发布的"国家医保局支持脑机接口等新技术进入临床并收费"报道中 提到，为鼓励药品研发创新，国家医保局制定了"新上市药品首发价格机制"。这是自去年新上市化学药 品首发价格机制征求意见之后，国家医保局首次公开"新上市药品首发价格机制"已在政策层面建立。 展望后市，多家机构对创新药行情仍普遍持相对乐观态度。中信证券认为，我国创新药发展已经取得阶 段性成效，《支持创新药高质量发展的若干措施》有利于进一步完善支持创新药高质量发展。兴业证券 表示，创新药板块景气度可持续，"创新+国际化"创新药产业趋势不变，始终是医药板块的核心方向， 政策支持+全球竞争力持续加强+商业化盈利兑现。(魏昭宇) 中证网讯8月首个交易日，市场早盘冲高回落，主要指数小幅下跌。上证指数午盘跌0.19%。而受医保 局首次确认"新上市药品首发价格机制"政策利好影响，创新药概念持续走强，多股创出历史新高。截至 午间收盘，嘉实"超级ETF"货架上的"医药三剑客"：生物疫苗ETF(562860)、科创医药ETF嘉实(588700) 和恒生医疗ETF嘉实(159557)涨幅均超0.5%，分别达0.80%、0.68%、0.58%。 ...

Market Overview - The market experienced fluctuations with all three major indices closing lower, with the Shanghai Composite Index down 0.03%, Shenzhen Component Index down 0.22%, and ChiNext Index down 0.22 [1] - Sectors such as chemical pharmaceuticals, automotive parts, and oil showed gains, while insurance, steel, and energy metals sectors faced declines [1] Pharmaceutical Industry Insights - The National Healthcare Security Administration announced the initiation of the 11th batch of centralized drug procurement, including 55 products, with results expected to be published between October and November 2025 [1] - Institutions are optimistic about the overall recovery opportunities in the innovative drug sector, particularly following the adjustment of the national medical insurance and commercial health insurance drug directories [2] Automotive Industry Developments - As of July 11, 2025, the proportion of new energy vehicles (NEVs) in China's automotive market reached 10%, with an expected total NEV sales of 16 million units this year, and NEV sales are projected to exceed 50% of total new car sales [2] - Continuous release of new models and sustained consumer demand are expected to keep the automotive market performance strong, with a focus on low-valuation leading companies in the electric and intelligent vehicle sectors [3] Hong Kong Market Outlook - The Hong Kong stock market is anticipated to experience a structural upward trend, with overall valuations remaining relatively low and long-term investment value being high [3] - The ongoing reform of the listing system in Hong Kong is expected to enhance asset quality and liquidity, potentially attracting more southbound capital [3]