Policy breakthrough: out-of-pocket influenza vaccines may now be covered by medical insurance, potentially boosting vaccination willingness and creating a stimulative effect.

① The policy may directly boost vaccination willingness, particularly exerting a positive pull effect among working populations and elderly individuals and children covered under family mutual aid schemes; ② Given the current industry supply-demand dynamics, the prevailing low-price competition in the influenza vaccine market is unlikely to reverse in the short term. However, as vaccine manufacturers continue public education campaigns that raise public awareness and vaccination intent—combined with steadily expanding payment channels for vaccines—the industry’s operating conditions are expected to gradually stabilize.

cls.cn38minutes ago

The release of the medical insurance individual account whitelist may signal a decline in pharmacy-related benefits for 'medical beauty masks'.

On May 19, the Office of the National Healthcare Security Administration and the Office of the Ministry of Finance issued the 'Notice on Further Strengthening the Use of Individual Accounts in the Basic Medical Insurance for Employees at Designated Retail Pharmacies...'

wallstreetcn10:45

Yancheng's Green Power Breakthrough: The Energy Bill Along 582 Kilometers of Coastline | Frontline

"East Data Green Computing," "East Data Marine Computing," "Shanghai-Jiangsu Computing"... Yancheng City has made it clear that it will expand the pilot program of direct green electricity connections, strive for the layout of national computing power cluster infrastructure, and build a green computing hub along the eastern coast. This hub will provide low-cost green electricity computing power to Shanghai and the Yangtze River Delta region, supporting AI training, industrial simulation, and big data analysis.

cls.cn10:21

The ChiNext Index fell by 2%, while the power sector surged against the trend. CPO and computing hardware sectors adjusted, the Hang Seng Tech Index reversed after an initial rise, and the semiconductor sector plummeted.

CPO-related stocks in the A-share market collectively fell, with Liantai Technology dropping over 10%, and Juguang Technology, Lianxun Instruments, Dekeli, Tianfu Communication, Changxin Bochuang, and Taichen Optoelectronics all falling more than 7%. The storage concept stocks in the Hong Kong stock market also experienced a collective decline, with the Southern Two-Times Long SK Hynix plunging over 12%, the Southern Two-Times Long Samsung Electronics falling more than 11%, Montage Technology sliding over 7%, and GigaDevice Semiconductor declining more than 5%.

wallstreetcn10:21

Jiangfeng Electronics' flat panel display target material integration advances further: Master framework agreement signed, Fengke Jingcheng's equity structure emerges | Express Announcement

① The company announced that it has signed the 'Master Framework Agreement' with ULVAC Japan, ULVAC China, and others; ② All parties will promote the integration of the flat panel display target materials business within Jiangfeng Electronics and the ULVAC system; ③ After the capital increase and share expansion of Fengke Jingcheng, its shareholders will include Fengke Xinchuang, Jiangfeng Electronics, ULVAC Japan, and others.

cls.cnMay 18 20:58

Viewed from a 'different light,' this QDII fund ranks first in performance, with its portfolio emphasizing not South Korean chip stocks but rather technology shares from both China and the United States.

①The annual return of Tianhong Global High-End Manufacturing Mixed (QDII) A reached 75.79%, ranking first among actively managed QDIIs; ②Instead of heavily investing in the Korean stock market, which has gained significant attention this year, the fund achieved outstanding returns by focusing on technology stocks from China and the United States; ③The fund has also strategically invested in leading domestic optical module companies such as Zhongji Xuchuang and Xin Yi Sheng.

cls.cnMay 18 20:56