其 他 报 告 2025年07月11日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3510 | 0.48 | 1.40 | | 深证成份指数 | 10631 | 0.47 | 1.25 | | 沪深300指数 | 4010 | 0.47 | 1.54 | | 创业板指数 | 2190 | 0.22 | 1.50 | | 上证国债指数 | 226 | -0.02 | 0.16 | | 上证基金指数 | 6949 | 0.06 | 0.16 | 资料来源:同花顺iFinD | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 24028 | 0.57 | -1.52 | | 中国香港国企指数 | 8668 | 0.83 | -1.75 | | 中国台湾加权指数 | 22693 | 0.74 | -0.14 | | 道琼斯指数 | 44458 | 0.49 | 2.30 | | ...

政策动向 7月10日，中国国家药监局显示，亚盛医药自主研发的新型Bcl-2选择性抑制剂利生妥®（通用名：利沙 托克拉；研发代码：APG-2575）获中国国家药品监督管理局（NMPA）附条件批准上市，用于既往经 过至少包含布鲁顿酪氨酸激酶（BTK）抑制剂在内的一种系统治疗的成人慢性淋巴细胞白血病/小淋巴 细胞淋巴瘤（CLL/SLL）患者。 "两保"目录调整方案发布 药械审批 7月10日，国家医保局正式发布《2025年国家基本医疗保险、生育保险和工伤保险药品目录及商业健康 保险创新药品目录调整工作方案》《2025年国家基本医疗保险、生育保险和工伤保险药品目录及商业健 康保险创新药品目录调整申报指南》《谈判药品续约规则》以及《非独家药品竞价规则》。 诺和诺德7.2mg司美格鲁肽上市申请获EMA受理 全国药品经营监管工作会暨"清源"行动推进会召开 7月9日，诺和诺德宣布7.2mg司美格鲁肽的上市申请获得欧洲药品管理局(EMA)受理，用于体重管理。 此次上市申请是基于III期STEP UP研究和III期STEP UP T2D研究的积极结果。 近日，国家药监局在郑州召开全国药品经营监管工作会暨"清源"行动推进会。上半年， ...

1、国办印发！进一步加大稳就业政策支持力度 重要程度：★★★★★ 日前，国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》，从7个方面提出政策举措，着 力稳就业、稳企业、稳市场、稳预期，推动经济高质量发展。 7月9日，北方稀土公告称，预计2025年半年度实现归属于母公司所有者的净利润9亿元至9.6亿元，与上年 同期相比增加8.55亿元至9.15亿元，同比增加1882.54%至2014.71%。 3、国务院副总理丁薛祥：因地制宜发展新质生产力 重要程度：★★★★ 7月7日至9日，中共中央政治局常委、国务院副总理丁薛祥在黑龙江、吉林调研。他表示，，企业发展关 键靠创新，要促进创新要素向企业集聚，鼓励加大研发投入，通过创新驱动实现领先领跑。大力推动科技 成果就地转化，因地制宜发展新质生产力。 4、特朗普就中美关系表态 外交部回应 重要程度：★★★ 7月9日，外交部发言人毛宁主持例行记者会。有记者问：日前，美国总统特朗普就中美关系表态。外交部 如何看待？毛宁表示，关于中美关系，中方一贯按照相互尊重、和平共处、合作共赢的原则看待和处理中 美关系。 《通知》明确，支持企业稳定就业岗位。扩大稳岗扩岗专项贷款支持范围 ...

Group 1: Stock Suspension and Resumption - BlueDai Technology's Zhu Tangfu plans to transfer 18% of the company's shares to Jiangdong Chantuo, leading to the resumption of trading [1] - *ST Yazhen's actual controller's tender offer period has expired, resulting in stock suspension [1] Group 2: Investment Cooperation and Operational Status - Anke Biotechnology has become the exclusive agent for the sales and marketing promotion of follicle-stimulating hormone products in mainland China and Hong Kong, Macau, and Taiwan [2] - Gaoxin Information Technology plans to raise no more than 374 million yuan through a private placement for the expansion of vehicle networking communication products, the Shenzhen R&D and operation center project, and to supplement working capital [2] - Zhongyan Chemical's affiliated company has signed an agreement worth 6.809 billion yuan to acquire mining rights for natural soda ash in the Naimanqi Daqintala area [3] - Jerry Holdings has received a project award letter from Algeria's national oil company for the Hodenus natural gas booster station EPC project, with a total award amount of approximately 850 million USD or 6.126 billion yuan [3] Group 3: Performance Changes - Northern Rare Earth expects a net profit of 900 million to 960 million yuan in the first half of 2025, representing a year-on-year increase of 1882.54% to 2014.71% [4] - Dongfang Precision Engineering anticipates a net profit of 361 million to 426 million yuan in the first half of 2025, with a year-on-year growth of 120% to 160% [4] - Gansu Energy expects a net profit of 800 million to 830 million yuan in the first half of 2025, reflecting a year-on-year increase of 178.95% to 189.41% [5] - Morning Light Biotechnology forecasts a net profit of 202 million to 232 million yuan in the first half of 2025, with a year-on-year growth of 102.33% to 132.38% [6] - Muyuan Foods expects a net profit of 10.5 billion to 11 billion yuan in the first half of 2025, representing a year-on-year increase of 924.60% to 973.39% [6] - Ganli Pharmaceutical anticipates a net profit of 460 million to 500 million yuan in the first half of 2025, with a year-on-year increase of 262.47% to 293.99% [6] - Hongta Securities expects a net profit of 651 million to 696 million yuan in the first half of 2025, reflecting a year-on-year growth of 45% to 55% [7] - Shandong Glass Fiber anticipates a net profit of 8.66 million to 12.99 million yuan in the first half of 2025, recovering from a loss of 97.31 million yuan in the same period last year [7]