随着新版基本医保药品目录的落地，参保人可以通过国家医保服务平台的"国家医保谈判药品配备机构 名单查询"，查询医保药品在医药机构的配备情况。 据新华社 2026年1月1日起，新版基本医保药品目录已经正式执行。根据国家医保局8日发布的"基本医保目录'上 新'药品定点医药机构销售情况（2026年1月1日至1月6日）"，新增纳入的114种药品中，过半药品已在 医药机构有销售记录。如治疗成人2型糖尿病的替尔泊肽注射液已在1433家医药机构有过销售记录；"半 年一针"的超长效降脂药物英克司兰钠注射液已在400家医药机构有过销售记录。 ...

2026年1月1日起，新版基本医保药品目录已经正式执行。记者1月8日从国家医保局获悉，不少参保群众 已在医药机构买到了目录调整"上新"药品。 根据国家医保局8日发布的"基本医保目录'上新'药品定点医药机构销售情况(2026年1月1日至1月6日)"， 新增纳入的114种药品中，过半药品已在医药机构有销售记录。如治疗成人2型糖尿病的替尔泊肽注射液 已在1433家医药机构有过销售记录；"半年一针"的超长效降脂药物英克司兰钠注射液已在400家医药机 构有过销售记录。 (责任编辑：朱赫) 随着新版基本医保药品目录的落地，参保人可以通过国家医保服务平台的"国家医保谈判药品配备机构 名单查询"，查询医保药品在医药机构的配备情况。 ...

智通财经APP讯，恒瑞医药(01276)发布公告，近日，江苏恒瑞医药股份有限公司(以下简称"公司")子公 司福建盛迪医药有限公司收到国家药品监督管理局(以下简称"国家药监局")核准签发关于HRS9531注射 液、HRS-5817注射液的《药物临床试验批准通知书》，将于近期开展临床试验。 HRS-5817注射液为一款自主研发的 1 类化学药物。临床前数据显示，HRS 5817 可在肥胖动物模型中发 挥减重效果，且安全性良好。经查询，目前国内外尚无同靶点的药物获批上市。截至目前，HRS-5817 注射液累计研发投入约2489万元。 RS9531注射液是以HRS9531为主要活性成分，具有全球自主知识产权的新型靶向胰高血糖素样肽-1 受 体(GLP-1R)和葡萄糖依赖性促胰岛素肽受体(GIPR)的双激动剂，可在体内调节糖脂代谢、抑制食欲和增 强胰岛素敏感性，从而起到改善血糖和减轻体重的效果。目前全球范围内，针对减重适应症，仅有礼来 的同靶点药物替尔泊肽注射液(商品名：ZEPBOUND)于2023年11月在美国获批上市, 并2024年7月在国内 (商品名：穆峰达)获批上市。经查询EvaluatePharma数据库，2 ...

HRS-5817注射液为一款自主研发的 1 类化学药物。临床前数据显示，HRS 5817 可在肥胖动物模型中发 挥减重效果，且安全性良好。经查询，目前国内外尚无同靶点的药物获批上市。截至目前，HRS-5817 注射液累计研发投入约2489万元。 RS9531注射液是以HRS9531为主要活性成分，具有全球自主知识产权的新型靶向胰高血糖素样肽-1 受 体(GLP-1R)和葡萄糖依赖性促胰岛素肽受体(GIPR)的双激动剂，可在体内调节糖脂代谢、抑制食欲和增 强胰岛素敏感性，从而起到改善血糖和减轻体重的效果。目前全球范围内，针对减重适应症，仅有礼来 的同靶点药物替尔泊肽注射液(商品名：ZEPBOUND)于2023年11月在美国获批上市, 并2024年7月在国内 (商品名：穆峰达)获批上市。经查询EvaluatePharma数据库，2024年ZEPBOUND全球销售额合计约为 49.26亿美元。截至目前，HRS9531 相关项目累计研发投入约51,854万元。 智通财经APP讯，恒瑞医药(01276)发布公告，近日，江苏恒瑞医药股份有限公司(以下简称"公司")子公 司福建盛迪医药有限公司收到国家药品监督管理局(以下简 ...

同时，首版商业健康保险创新药品目录也同步开始实施。北京市医保局副局长颜冰说，他们将继续 会同金融监管、卫生健康等部门，持续探索支持商业保险公司拓展覆盖商保创新药目录产品。 颜冰：对于符合条件的商保产品，要给它类似于国谈药的支持政策，进院的时候可以给它绿色挂网 通道，多部门协同做好商保产品的监管工作。 河北、江西等多地医保部门下发通知，明确要求定点医疗机构合理配备、使用目录内药品，积极推 动新版药品目录落地执行。河北医科大学第一医院药品物资部主任刘洪涛透露，他们已经完成了价格调 整。 刘洪涛：新版的药品目录价格，我们把相关药品目录进行系统上的导入，特别是一些肿瘤还有新的 一些机制药品，价格大幅下降，让患者的生命健康更有保障。 除定点医疗机构外，全国还有超过十万家定点零售药店成为患者用药的"双保险"。通过对国谈药物 的"双通道"保障，对于暂时未能进院的部分罕见病药物和创新药物，患者可以在符合条件的定点零售药 店购药，享受医保报销结算。 央广网北京1月3日消息（记者杜希萌 河南台记者冉晓晖 河北台记者魏娜）据中央广播电视总台中 国之声《新闻和报纸摘要》报道，新版《国家基本医疗保险、生育保险和工伤保险药品目录》已经正 ...

每经记者｜王帆 每经编辑｜陈柯名 张喜威 王晓波 标题点睛： 黄金、白银等大幅下挫，截至发稿时，现货黄金跌超200美元，跌幅4.36%，报4334.13美元/盎司；COMEX黄金期货跌4.39%，报4353.4美元/盎司。现货白 银跌9%，报72.145美元/盎司；COMEX白银期货跌7.3%，报71.56美元/盎司。 当地时间12月29日，美国总统特朗普在佛罗里达州海湖庄园与以色列总理内塔尼亚胡开始会晤前透露，他当天早晨与俄罗斯总统普京通电话时，被对方告 知乌克兰无人机袭击了普京一处官邸，"我对此很生气"。特朗普称暂不了解具体情况，俄方说法可能不实、袭击并未发生，他补充说"但普京总统今天早 上告诉我，的确发生了"。若确有其事，"那太糟糕了，并不是好事"。 29日晚，中国军号视频号发布军事演习最新画面，里面出现解放军无人机视角下的台北101大厦。 12月29日，宇树科技公众号宣布全国首店将于12月31日在北京双井开业。 1 隔夜市场 12月29日，外交部发言人林剑主持例行记者会。林剑表示，东部战区新闻发言人已就有关军事演习发布消息。中国人民解放军开展有关军事演习，是 对"台独"分裂势力"以武谋独"的严厉惩戒， ...

2025年12月 L √2025中国绿氢产业大会12月30日在北 2 12月30日收盘起，上期所黄金、白银 涨跌停板幅度调整为15%，同时调整保证 (3)"Physical AI第一股"五一视界12月30 所挂牌上市 4 美国10月S&P/CS20座大城市房价指数 5 美国12月芝加哥PMI数据将公布 1 隔夜市场 美股三大指数均小幅收跌，道指跌0.51%，纳指跌0.5%，标普500指数跌0.35%；大型科技股多数下跌，特斯拉跌超3%，英伟达跌超1%，微软、奈飞、亚马 逊、Meta小幅下跌；英特尔涨超1%，苹果、谷歌小幅上涨；贵金属板块跌幅居前，哈莫尼黄金跌超8%，泛美白银、金罗斯黄金超跌5%。纳斯达克中国金 龙指数跌0.67%，中概股多数下跌，蔚来涨超5%，爱奇艺、百度涨超1%；阿里巴巴跌超2%，名创优品跌近2%，哔哩哔哩跌超1%。 欧洲三大股指收盘涨跌不一，德国DAX指数涨0.05%报24351.12点，法国CAC40指数涨0.1%报8112.02点，英国富时100指数跌0.04%报9866.53点。 国际油价大幅走高，截至发稿时，美油主力合约涨2.01%，报57.87美元/桶；布伦特原油主力合约涨1.9 ...

Market Overview - US stock indices experienced slight declines, with the Dow Jones down 0.51%, Nasdaq down 0.5%, and S&P 500 down 0.35% [4] - European indices showed mixed results, with Germany's DAX up 0.05%, France's CAC40 up 0.1%, and the UK's FTSE 100 down 0.04% [5] - International oil prices rose significantly, with WTI crude oil up 2.01% at $57.87 per barrel and Brent crude up 1.96% at $61.42 per barrel [6] Commodity Prices - Gold and silver prices saw substantial declines, with spot gold down over $200, a drop of 4.36%, at $4,334.13 per ounce, and COMEX gold futures down 4.39% at $4,353.40 per ounce [6] - Spot silver fell 9% to $72.145 per ounce, while COMEX silver futures dropped 7.3% to $71.56 per ounce [6] Corporate Developments - BYD clarified rumors regarding the launch of flying cars, stating there are no such plans [15] - BAIC's new flagship model, the Huajing S, is set to launch in the first half of next year, featuring Huawei's advanced driving solutions [16] - Semiconductor company SMIC plans to acquire a 49% stake in SMIC North for approximately 40.6 billion yuan, aiming to enhance its semiconductor production capabilities [20] - China Eastern Airlines announced that starting January 1, 2026, all domestic wide-body flights will offer free Wi-Fi services [21] - Vanke is expected to deliver approximately 117,000 homes this year, achieving about 70% of the required delivery volume over the past two years [22] Regulatory Changes - The Ministry of Finance and the State Administration of Taxation issued new regulations regarding tax deductions for advertising and promotional expenses, effective from January 1, 2026 [9] - The State Council's Tariff Commission announced adjustments to import tariff rates for 935 items, effective January 1, 2026, to enhance market integration [10] - The People's Bank of China will implement a new digital RMB management framework starting January 1, 2026, allowing wallet balances to earn interest [11]

Core Viewpoint - The new National Medical Insurance Directory and the first Commercial Health Insurance Innovative Drug Directory will be implemented nationwide starting January 1, 2026, providing a dual-track system for basic and innovative drug coverage [1][2]. Group 1: National Medical Insurance Directory - A total of 114 new drugs have been added to the National Medical Insurance Directory, with 111 being new products launched within the last five years, representing 97.3% of the new entries [2]. - Among the new additions, 50 are classified as Class 1 innovative drugs, with an overall success rate of 88%, an increase from 76% in 2024 [2]. - The total number of drugs in the directory has increased to 3,253, including 1,857 Western medicines and 1,396 traditional Chinese medicines [2]. Group 2: Company Announcements - Several listed companies, including Heng Rui Medicine and Fuxing Medicine, announced new drug entries or renewals in the National Medical Insurance Directory [3]. - Heng Rui Medicine reported that 20 products/indications were included in the new directory, with a projected sales revenue of approximately 8.66 billion yuan in 2024 and about 7.55 billion yuan in the first three quarters of 2025 [4]. - Hai Si Ke's two Class 1 innovative drugs were also included, with applications in sedation and pain management [6]. Group 3: Commercial Health Insurance Innovative Drug Directory - The first Commercial Health Insurance Innovative Drug Directory includes 19 new drugs from 18 innovative pharmaceutical companies, with 9 being Class 1 innovative drugs [11]. - Notably, 5 CAR-T products were included, representing over half of the CAR-T products available in China, addressing previous challenges in pricing negotiations [11][12]. - The directory also includes treatments for rare diseases and high-profile conditions such as Alzheimer's disease, enhancing the coverage provided by basic medical insurance [11][13].

Core Viewpoint - The article discusses the significant updates to China's National Medical Insurance Drug List, highlighting the inclusion of innovative drugs, particularly focusing on the GLP-1 receptor agonist, Tirzepatide, for the treatment of type 2 diabetes, which reflects the government's commitment to improving access to innovative therapies [5][7][9]. Summary by Sections National Medical Insurance Drug List Update - On December 7, the National Healthcare Security Administration announced a major update to the National Medical Insurance Drug List, adding 114 new drugs, including 50 innovative drugs [5]. - The success rate for drugs entering the negotiation and bidding process increased to 88%, up from 76% in 2024, indicating a more favorable environment for innovative drug approvals [5]. Inclusion of Tirzepatide - Tirzepatide injection, developed by Eli Lilly, has been officially included in the National Medical Insurance Drug List for adult patients with type 2 diabetes who do not achieve adequate blood sugar control with metformin and/or sulfonylureas [7]. - The new drug list will take effect on January 1, 2026, showcasing the clinical value of Tirzepatide and the government's focus on the accessibility of innovative drugs [7]. Impact on Diabetes Management - China has approximately 148 million adults with type 2 diabetes, with only about 50% achieving target blood sugar levels [9]. - The inclusion of Tirzepatide in the insurance list is expected to significantly enhance treatment access for patients, potentially improving long-term management and health outcomes for diabetes patients [9].