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7月28日早间新闻精选
news flash· 2025-07-28 00:34
Group 1 - The Chinese government is advocating for the establishment of a World Artificial Intelligence Cooperation Organization, with the headquarters tentatively located in Shanghai [7] - A new action plan titled "Mosu Zhixing" has been released, aiming to establish a leading high-level autonomous driving zone by 2027, creating a competitive smart connected vehicle industry cluster [8] - A new batch of demonstration operation licenses for smart connected vehicles has been issued in Shanghai, with companies like Xiaoma Yixing, Baidu Zhixing, and Saike Intelligent being among the first approved [9] Group 2 - The insurance industry association announced a reduction in the guaranteed interest rates for traditional life insurance products, with rates dropping from 2.5% to 2.0% for ordinary life insurance and from 2% to 1.75% for participating insurance [4] - The China Securities Regulatory Commission (CSRC) is seeking public opinion on revised corporate governance standards, aiming to limit significant adverse impacts from competition among listed companies [11] - The agricultural sector is seeing initiatives to promote agricultural product consumption through nine measures, focusing on optimizing supply, innovating distribution, and activating market demand [13] Group 3 - Alibaba has announced the development progress of its self-developed AI glasses, "Quark AI Glasses," which integrate the Alibaba and Alipay ecosystems [10] - A new financing round for the large model company Jieyue Xingchen is expected to exceed $500 million, potentially becoming the largest financing in the large model industry for 2025 [18] - The bond market is experiencing significant adjustments, with bond funds facing redemption pressures, as nearly 100 billion yuan worth of bonds were sold in a single day [17]
关税摩擦下体外诊断行业震荡,上游原料迎来国产化窗口期
Xin Lang Cai Jing· 2025-04-23 10:04
智通财经编辑 | 谢欣 中美贸易摩擦影响延伸到体外诊断(IVD)行业。 体外诊断作为我国现代医疗体系的核心组成部分,广泛应用于疾病筛查、诊断与疗效监测,在整个医疗 服务链条中扮演着基础但关键的角色。 长期以来,IVD产业链高度依赖全球化分工,是受进出口影响最大的医疗器械细分领域之一。这也是我 国唯一进口额大于出口额的医疗细分领域,其余如医用耗材、康复产品、牙科设备等均实现顺差。 智通财经记者 | 李科文 据药智医械数据,2024年,我国IVD试剂与IVD仪器的进口额分别为416.79亿元和154.08亿元,分别占 医疗器械进口总额的17%和6.28%。 在关税摩擦下,国产IVD行业、尤其是在上游原料上,也迎来了一个发展的窗口期。 国产化已有突破 伯杰医学健康X研究院负责人沙海跟智通财经表示,过去十余年间,我国体外诊断领域的国产化进程取 得了不少实质性突破。在生化诊断、血细胞分析、分子PCR检测、NGS(二代基因测序)和POCT(即 时诊断)这些产品领域,国产替代的比例已达到60%–70%。而随着国家政策的持续鼓励以及产业技术 能力的进一步提升,相关技术已逐步趋近于完全自主。 一位不愿具名的体外诊断从业者向智通 ...