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The new version of the medical insurance list adds 11 Chinese patent medicine varieties. Traditional Chinese medicine innovative drugs, classic famous prescriptions, and children's medications receive key support.
In 2024, the national medical insurance catalog was officially released today, with 91 pharmaceuticals newly added to the national medical insurance drug catalog, with an average price reduction of 63%; this time there are 11 new chinese patent medicines added, 10 of which are new drugs approved for marketing last year and this year.
How to adjust the new national medical insurance catalog? Here is the explanation.
1. The success rate is 76%, with an average decline of 63%. This year, the success rate and decline of negotiating/bidding pharmaceuticals are basically equivalent to previous years; 2. This year, the fund calculation will pay more attention to the impact on fund expenditure, while also enhancing the comprehensiveness and scientific nature of the calculation work; 3. This year's catalog adjustment places more emphasis on the actual clinical needs and patients' actual medication, highlighting support for true innovation.
This Thursday marks the start of the "soul negotiation" for medical insurance. Which companies are likely to be selected?
According to the National Medical Insurance Administration, a press conference will be held at 10 a.m. on November 28 at the National Medical Insurance Administration to announce the adjustments to the national medical insurance pharmaceutical catalog for 2024 and answer questions from reporters. This means that the results of the national negotiation for medical insurance centralized purchasing in 2024 will be announced this Thursday.
Daily summary of real estate industry trends (2024-11-26)
According to the Guangdong Provincial Government website, from January to October, Guangdong's real estate development investment was 0.95 trillion yuan, a year-on-year decrease of 17.3%. Among this, investment in commodities residences decreased by 19.1%, while investment in office buildings increased by 0.6%.
View index: Only seven companies have a land acquisition amount of over 20 billion yuan for equity from January to October.
From January to October, the top 50 real estate companies added 40.7856 million square meters of newly acquired land area, a year-on-year decrease of 40.51%.
Daily real estate industry news summary (2024-11-25)
To promote the completion and delivery of housing projects and protect the legitimate rights and interests of homebuyers, China established a urban real estate financing coordination mechanism at the beginning of this year. The Central Political Bureau meeting held in September proposed to increase the intensity of loans for "white list" projects.
Many innovative drugs stocks in Hong Kong suddenly soared!
On the morning of November 25, the hang seng index fell slightly, while the Hong Kong stock market's biomedical sector performed well. Notably, several biomedical companies saw their stock prices rise significantly due to recent news of major collaboration advancements.
Stabilization year! Goldman Sachs: Next year, China's consumer outlook is expected to outperform overall growth, and frontline housing prices may stabilize first.
Goldman Sachs expects that next year the growth rate of real household income will remain at 5% year-on-year, maintaining a stable recovery trend; as more real estate stimulus policies may be introduced in the future, housing prices in some major cities are expected to stabilize starting next year.
Daily summary of real estate industry trends (2024-11-22)
Guangzhou Housing and Urban-Rural Development Bureau and two other departments have issued a notice, canceling the standards for ordinary residences and non-ordinary residences in Guangzhou, which will be implemented from December 1, 2024.
Follow up on Guangzhou! First-tier cities all cancel the standard of ordinary and non-ordinary residential properties, what is the market impact?
① With Guangzhou's official announcement today, all four first-tier cities have now canceled the standards for ordinary residences and non-ordinary residences. ② "For first-tier cities, after canceling the standards for ordinary residences and non-ordinary residences, it can significantly reduce the value-added tax costs in the second-hand housing trade process, lower transaction costs, and promote improving demand."
Daily real estate industry updates summary (2024-11-21)
Christopher Hui, the Secretary for Financial Services and the Treasury of Hong Kong, proposed the second reading of the Stamp Duty (Amendment) Bill 2024 at the Legislative Council meeting. He suggested exempting stamp duty on the purchase and sale of real estate investment trusts to enhance the competitiveness of Hong Kong's property trust funds and support further market development.
The unchanged LPR in November meets market expectations. Industry insiders do not rule out the possibility of further interest rate cuts next year along with the reverse repurchase rate.
① By the end of the year, the economic running is expected to continue its upward trend, with policy interest rates likely to remain stable and LPR quote also expected to stay unchanged. ② There is a high possibility of further reductions in deposit rates in the future, coupled with the issuance of special treasury bonds to support large state-owned commercial banks in replenishing their core tier one capital, which is expected to gradually alleviate the interest spread and operational pressure for commercial banks. It is possible that next year the LPR quote may be accompanied by further interest rate cuts on reverse repurchase agreements.
Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
Daily real estate industry dynamics summary (2024-11-19)
The Beijing Municipal Housing and Urban-Rural Development Commission, the Municipal Finance Bureau, and the Beijing Municipal Taxation Bureau jointly issued the "Notice on Cancelling the Standards for Ordinary Housing" (hereinafter referred to as the "Notice").
Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.
At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.
Changsha's housing provident fund introduces new policies: the minimum down payment ratio for the first and second set of housing is 20%, and the maximum loan amount can be increased to four times.
①Employees' families purchasing their first or second improved self-occupied housing applying for housing provident fund loans, the minimum down payment ratio is uniformly adjusted to 20%; ②The maximum loan amount for high-level talents in categories A, B, C, and D purchasing their first self-occupied housing can be increased to four times the maximum loan amount in Changsha.
The usa offshore wind project is hindered, with industry experts predicting that the usa will complete less than half of its emissions reduction target by 2030.
① The global offshore wind power projects are likely to fail to achieve the previously ambitious goals due to soaring costs, project delays, and insufficient supply chain investment; ② The International Renewable Energy Institutions estimate that the global installed capacity of offshore wind power will fall short of the target by one-third, while other institutions believe that the usa will not be able to achieve half of its emission reduction targets by 2030.
Daily summary of real estate industry trends (2024-11-18)
Mini Program: Daily summary of real estate industry dynamics 1. Shanghai has canceled the standards for ordinary and non-ordinary housing, and the new tax policy for housing transactions will be implemented in December to better meet residents' rigid and improvement housing needs. The city has canceled the standards for ordinary housing and non-ordinary housing, and the notice regarding individual housing transaction tax matters is as follows: 1. For individuals transferring their homes without providing complete and accurate proof of the original value of the property, which makes it impossible to correctly calculate the original value of the property and the taxable amount, individual income tax will be assessed based on regulations, and the taxable amount of individual income tax will be determined at 1% of the transfer income.
Among first-tier cities, shanghai was the first to cancel the standard for regular and non-regular residential properties, and it has comprehensively reduced the cost of housing trade taxes and fees.
① Shanghai is the first of the four first-tier cities to abolish the standards for ordinary and non-ordinary residential properties, and it is expected that the other three first-tier cities will also quickly eliminate the relevant standards. ② The latest policies in Shanghai will reduce personal income tax and housing transaction tax, making transaction costs more reasonable, while better meeting residents' replacement needs; these measures will enhance the confidence of market participants and are beneficial for further stabilizing market expectations.
Daily real estate industry dynamics summary (2024-11-15)
The Ministry of Housing and Urban-Rural Development and the Ministry of Finance recently issued a joint notice, clarifying that the policy support scope for the renovation of urban villages has been expanded from the initial 35 super large and extra large cities to nearly 300 prefecture-level and above cities.