B[China implements medical rehabilitation and nursing capacity expansion and improvement project] October 8th, recently, with the approval of the State Council, the National Health Commission and the National Development and Reform Commission jointly issued the "Implementation Plan for the Medical Rehabilitation and Nursing Capacity Expansion and Improvement Project". The "Plan" focuses on expanding medical rehabilitation nursing resources and improving medical rehabilitation nursing service capabilities, and proposes 13 tasks and measures in 6 parts. It is an important document to guide the construction and development of the medical rehabilitation nursing service system. It is proposed to focus on "capacity expansion, quality improvement, balance and continuity", insist on doing our best, within our capabilities, adapting measures to local conditions, and implement steadily, focusing on the grassroots level to coordinate and increase the supply of medical rehabilitation nursing resources, further improve service capabilities, and effectively enhance the accessibility of rehabilitation nursing services for urban and rural residents. The work goal is that by 2030, significant results will be achieved in the expansion and upgrading of medical rehabilitation and nursing care, and a service system with complete functions, top-down linkage, integration of traditional Chinese and Western medicine, and efficient and accessible service system will be basically established to better meet the health needs of the entire population, in all aspects, and throughout the life cycle. B[Two departments: strive to achieve about 0.48 rehabilitation nursing beds per 1,000 population by 2030] On October 8, the National Health Commission and the National Development and Reform Commission issued the "Implementation Plan for the Expansion and Improvement of Medical Rehabilitation Nursing Capacity." It mentioned that the rehabilitation nursing service network should be improved. Improve the rehabilitation nursing service network with secondary hospitals as the main body, grassroots medical and health institutions as the base, tertiary hospitals as guidance and support, and other medical and health institutions participating together, to provide high-quality physical, cognitive, psychological and other functional rehabilitation nursing services. Optimize the allocation of medical and health resources, encourage the development of rehabilitation hospitals, nursing homes, hospice centers and other institutions, and guide secondary hospitals and primary medical and health institutions to expand their rehabilitation and nursing functions. Support social forces to establish large-scale and chain rehabilitation medical centers and nursing centers to meet personalized service needs. By 2030, we will strive to increase the number of rehabilitation nursing beds per 1,000 people to approximately 0.48, and establish at least one public rehabilitation hospital and nursing home in prefectures and cities with larger populations, higher levels of aging, and greater demand for rehabilitation nursing services. B[CITIC Construction Investment: Looking forward to October, performance has entered the verification period, and overseas liquidity pressure has been marginally eased] On October 5, CITIC Construction Investment Securities Research Report pointed out that the overall adjustment of A-shares in September, the tightening of overseas liquidity and the digestion of the valuations of sectors with higher previous gains, the direction of growth and resources has retreated significantly, and low-level sectors such as real estate, medicine, and banks are relatively dominant. Looking forward to October, overseas liquidity pressure has eased, the market has entered a period of intensive disclosure of third quarter reports, and the importance of fundamental verification has further increased. It is expected that the profit of the technology sector will maintain a high growth rate in the third quarter report, and the profit expectations of some industries such as resource products, pharmaceuticals and non-bank finance will also improve; in terms of high-frequency boom, AI hardware will continue to have a high boom, energy prices will remain strong, and the mid-term supply and demand logic of industrial metals will still be supported. After the adjustment in September, the valuation pressure on some high-prosperity industries has been relieved. In terms of allocation, it is recommended to focus on AI hardware with high performance certainty, industrial metals, coal, oil and gas and basic chemicals supported by supply constraints and improved profits, as well as innovative drugs with good industry trends and securities insurance with low valuations and improved profits. B[Jingyu Medical publishes research data on the world's first approved brain-computer interface dual-target drug addiction treatment DBS system at ISAM] October 2nd, at the 28th International Society of Addiction Medicine (ISAM) Global Conference being held recently, Ning Yihua, Chairman of Jingyu Medical, was one of the recipients. Invited representatives of Chinese companies published the long-term follow-up data of the company's brain-computer interface dual-target drug addiction treatment DBS system Neurestora®: the 6-month compliance rate (non-relapse rate) reached 80%, and the 7-year long-term stable abstinence rate reached 69%. The first batch of patients have been followed for more than 10 years. The product also demonstrates sustained and long-lasting neuroplastic remodeling - 1.5 to 2 years after DBS implantation, most patients can stop stimulation, remove the DBS device from the body, maintain long-term abstinence, and return to normal life. Ning Yihua said long-term follow-up has proven the product’s therapeutic potential for patients with severe addiction.
Note: Jingyu Medical is an enterprise in the field of brain-computer interfaces for the treatment of addiction and mental diseases. In December 2025, the company's Neurestora® was approved by the China Food and Drug Administration for marketing. It is used for relapse prevention and auxiliary treatment of patients with refractory moderate to severe opioid addiction, becoming the world's first brain-computer interface dual-target DBS system approved for the treatment of drug addiction. B[Yunnan: Build an important national medicinal material production and supply base by 2030] On September 30, the Yunnan Provincial People's Government issued the "Yunnan Province's "15th Five-Year Plan" Traditional Chinese Medicine Industry Development Plan". It pointed out that in accordance with the development path of "big industry + big cluster + big variety + big production area + big enterprise", by 2030, the leading role of leading enterprises such as "chain owners" will be fully strengthened, cultivating advantageous and characteristic large varieties with Panax notoginseng as the core, and forming a "one product, one chain" characteristic industrial pattern. The promotion rate of improved varieties of Chinese medicinal materials remains at the forefront in the country, and an important production and supply base of authentic medicinal materials has been established in the country. The influence of brands such as "Top Ten Yunnan Medicines", "Top Ten Health Resources", and "Hometown of Yunnan Medicines" has been significantly enhanced, and Yunnan's right to speak of Chinese medicinal materials has been enhanced. B[National Medical Insurance Administration: The continued procurement of oral medical consumables is expected to be completed within the year] On September 28, Jiemian News learned from the National Medical Insurance Administration’s oral medical consumables centralized purchasing results conference that after the first round of centralized purchasing, the price of a single dental implant dropped from about 15,000 yuan to about 7,000 yuan; nationwide public health insurance The number of dental implant surgery services provided by independent medical institutions has increased from about 210,000 cases in 2022 to 890,000 cases in 2025; a total of 3.47 million sets of implant systems have been actually purchased in the past three years, and the completion rate of the agreed purchase volume has reached 143%. The quality of the selected products is stable, the supply is guaranteed, and the price is reduced without reducing the quality. At present, the continued procurement of oral implant systems and orthodontic medical consumables by the National Alliance has been officially launched. The rules for subsequent procurement will be optimized based on the experience of the first round, such as adjusting the bidding mode to open inquiry and guiding enterprises to make reasonable quotations through multi-dimensional price comparison. As of now, the collection work is in progress. According to statistics, the number of participating companies has increased from 53 to 101, and the number of medical device registration certificates has increased from 269 to 660. Next, medical institutions will be organized to fill in the purchase volume, and this round of continued procurement is expected to be completed before the end of the year. (Interface News reporter Huang Hua) B[Jiangsu: From January to August, the added value of industries above designated size in the province increased by 6.5% year-on-year] On September 22, the Jiangsu Provincial Bureau of Statistics released a brief summary of Jiangsu's economic operation from January to August. From January to August, the added value of industries above designated size in the province increased by 6.5% year-on-year. In August, the added value of industries above designated size increased by 5.7% year-on-year. Among them, the added value of pharmaceutical manufacturing, special equipment manufacturing, automobile manufacturing, computer, communications and other electronic equipment manufacturing increased by 13.8%, 13.0%, 11.1%, and 10.9% respectively. A[Pharmaceutical sector’s rally expands Huaren Pharmaceutical and more than a dozen stocks hit their daily limit】On September 21, the pharmaceutical sector expanded its intraday gains, with innovative drugs and CRO continuing to lead the gains. Huaren Pharmaceutical rose to the daily limit of 20cm, and nearshore protein hit 20 cm hit the daily limit, reaching a record high. Previously, many stocks such as Yiyi Pharmaceutical, Novogene, Tojing Life, Harbin Sanlian, and Baihua Pharmaceuticals hit the daily limit, and Chengdu HitGen, New Ganjiang, Yahong Pharmaceutical, and Wanbang Pharmaceutical rose by more than 10%.
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