State Administration of Pharmaceutical Products: Accelerate the listing of innovative drugs and drugs urgently needed in clinic.
Lin Yuan, Director of the Department of Pharmacy Administration of the State Drug Administration, said at the regular briefing on the State Council policy held on July 8 that the State Drug Administration has continuously promoted the reform of clinical trial management and optimized the review and approval mechanism, and a number of good new drugs with obvious clinical value and meeting the urgent clinical needs have been approved for listing. By the end of June this year, * * * had approved 766 applications for drug listing and registration, up by 103% year-on-year. Among them, there are 2 innovative drugs1drug, and 39 drugs1drug are included in the priority review. At the same time, on the basis of insisting on not lowering standards and classifying policies, the efficiency of consistency evaluation of generic drug quality and efficacy is also steadily improving.
The central bank issued a heavy voice! Monopoly is not limited to ant group, and the measures taken will be implemented in other payment service entities.
On July 8, at the the State Council policy briefing, Fan Yifei, deputy governor of the People's Bank of China, and Guo Wuping, director of the Consumer Protection Bureau of China Banking and Insurance Regulatory Commission, China, responded to the hot issues of market concern, such as monetary policy, anti-monopoly, digital RMB, and fee reduction and profit reduction. Fan Yifei also said that in the next step, we will continue to promote the better and faster development of the payment market, and at the same time continue to regulate the irregular behavior of the payment market. Some time ago, I interviewed Ant Group and disclosed relevant information. "Monopoly actually exists not only in ants, but also in other institutions. We will also implement the measures taken by Ant Group to other payment service market players. I believe that everyone will see this situation soon. " Fan Yifei said.
For the first time, BlackRock separately evaluated China's stocks and fixed assets.
BlackRock believes that it is time to distinguish China from emerging markets and developed markets, and regard China as an independent growth region and investment destination. China's national debt is attractive, so it is rated as overweight, while China's stock is rated as neutral. In terms of strategic asset allocation, we still maintain the allocation of increased holdings of China's assets to a level higher than its weight in the global benchmark index, especially China's national debt.
Four key points! The key task of deepening medical reform 202 1 is coming.
Li Bin, deputy director of National Health Commission and deputy director of the Secretariat of the the State Council Medical Reform Leading Group, introduced at the press conference of the State Council Office on the 8 th that the key tasks of deepening medical reform in 20021year include further promoting Sanming's medical reform experience and accelerating the linkage reform of medical care, medical insurance and medicine; Promote the balanced distribution of high-quality medical resources and improve the grading diagnosis and treatment system; Adhere to prevention and strengthen the construction of public health system; Coordinate the promotion of relevant key reforms and form a joint effort.
Goldman Sachs: 202 1 the proportion of foreign investors holding a shares is expected to reach a record high.
Liu, chief China equity strategist of Goldman Sachs, said that throughout the market cycle, China stock market is in a growth period dominated by corporate profits. It is estimated that corporate profits will increase by 23% and 15% respectively this year and next, and the index will continue to rise. The macro model predicts that the P/E ratio of China stock will reach 15.8 times by the end of 2002/kloc-0. "202 1, the proportion of foreign capital holding a shares is expected to hit a record high. Since the beginning of this year, the purchase of funds in the north has been strong, which has received continuous attention from the market. However, the allocation of Chinese stocks in overseas Public Offering of Fund is at a historical low. " Liu said to the analysis. He said that in the past two years, the style of overseas investors' allocation of A shares has changed significantly, gradually shifting from passive allocation of A shares to diversified allocation including active allocation and passive allocation.
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The stock index is divided, showing strong and weak Shanghai, paying attention to technology growth stocks.
On Thursday, the main indexes of A shares were mixed, with the Shanghai Composite Index at 3,525.50 points, down 0.79%, the Shenzhen Component Index at14,882.90 points, down 0.38%, and the Growth Enterprise Market Index at 3,432.96 points, up 0.69%. Disk observation: semiconductor, photoresist, national defense and military industry, chips and other sectors were among the top gainers, while coal, beverage, hotel catering, medical beauty and other sectors were among the top losers. On the whole, the plate fell more and rose less, showing the phenomenon of differentiation and speculation. Generally speaking, the stock indexes of the two cities are divided, and the trend of deep strength and weak Shanghai is obvious. Growth enterprise market index hit a new high in the year, and technology stocks became the main driving force. At present, the domestic monetary policy remains stable, and there will be no major changes in the short term, while the economy is still in the general trend of recovery. The characteristics of the overall bull market in the second half are still there, structural opportunities will still be staged in turn, and the operation should not be too radical. It is necessary to reasonably grasp the participation of plate rotation rhythm, and it is suggested to focus on: new energy, semiconductors, nonferrous metals, military industry, etc. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Macro view: the State Council executive meeting: Reduce RRR in due course!
Event: On July 7th, the State Council held an executive meeting, and decided to use RRR and other monetary policy tools in a timely manner to further strengthen financial support for the real economy, especially small and medium-sized enterprises, and promote the steady decline of comprehensive financing costs. ?
Source: china securities journal.
Comments: From the news, it is expected that the specific way of RRR reduction may be more inclined to reduce the deposit reserve ratio of small and medium-sized financial institutions and increase support for the real economy, especially small and micro enterprises. At present, the main consideration of the timing of RRR cut is still the inflation level. If inflation begins to converge and decline in July, then the end of the third quarter is a better time window for RRR to cut interest rates or reduce the deposit reserve ratio in a targeted manner. RRR reduction can release long-term liquidity, help commercial banks better manage assets and liabilities, and support the real economy, especially small and medium-sized enterprises.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Computer industry: HarmonyOS system, solving the ambition of a cow expert, a swan.
Event: HarmonyOS system: distributed OS has outstanding advantages and is heading for a new era of Internet of Everything? Shells? Not exactly. In view of the external query that HarmonyOS system is the "shell" of Android, we start with the evolution and correlation of: 1, the operating system; 2, resource table, code comparison and other angles. The analysis shows that HarmonyOS is not an empty shell of Android, but a brand-new distributed operating system based on open source ecology.
Source: Huaxi Securities Research Report
Comments: Open source HarmonyOS system is expected to open the first year of domestic software ecology. Since the first generation of operating system MSDOS in 1980s, the development history of OS is only 40 years. But with the change of terminal form, the development of OS has experienced three leaps, from fixed desktop terminal to mobile terminal, from closed to open source. The business model has also undergone profound evolution: authorization-selling value-added software-application sharing (both consumers and developers)-other models (such as advertising). We believe that the new scene of OS will inevitably appear in the AIOT era, and HarmonyOS system is expected to lead the domestic software ecology and form a new format of domestic software around the new business model.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The subscription code of Xianheng International is 707056, and the subscription price is 13.65 yuan.
Four. Key stock recommendation
View the full version of early view (customized path by month: discovery-information-information products-information-early view; Single customized path: discovery-gold medal appraisal-early viewing)