China's National Healthcare Security Administration (NHSA) said national-alliance continuation procurement for dental implant systems and orthodontic consumables has formally started. The NHSA said it will refine rules from the first round, shifting the competitive-bidding model to open inquiry and using multi-dimensional price comparisons to guide reasonable corporate offers. Participation has risen to 101 firms from 53 and registered device certificates to 660 from 269. The NHSA will next coll

2026-09-28

China's National Healthcare Security Administration (NHSA) said national-alliance continuation procurement for dental implant systems and orthodontic consumables has formally started. The NHSA said it will refine rules from the first round, shifting the competitive-bidding model to open inquiry and using multi-dimensional price comparisons to guide reasonable corporate offers. Participation has risen to 101 firms from 53 and registered device certificates to 660 from 269. The NHSA will next collect hospital procurement volumes and expects to complete this round of continuation procurement by year-end.

其他消息
2026-09-28

国外 1. 小摩:维持看空美债久期,但看空倾向有所减弱。 2. 小摩:强劲PMI数据与能源因素或是近期债券抛售主因。 3. 高盛:预计未来12个月升至150,资金回流与日银加息支撑汇率。 4. 大摩:预计英国央行11月和明年2月各加息25个基点。 5. 美银:能源价格推高通胀,预计欧洲央行12月将加息25BP。 6. 杰富瑞:通胀与预算赤字或令长端债券持续承压。 7. 阿波罗:柴油价格创纪录上涨,美联储面临更大通胀挑战。 8. 法巴银行:美联储不太可能重演2022-2023年的加息周期。 9. 三菱日联摩根士丹利证券:美联储加息预期升温,日本央行或加快加息步伐。 国内 1. 中信证券:维持年内A股震荡市的判断,三季报前后是年内最后一波进攻窗口。 2. 中信证券:建议港股投资者优先关注电力等防御属性较强且分红稳定的优质行业。 3. 中信证券:高阶智驾加速渗透,产业链持续受益。 4. 中金公司:能源价格上涨或推动中间品出口。 5. 华泰证券:科技股内部优先关注光通信、PCB及部分国产算力龙头。 6. 国金证券:市场趋势性机会仍不明确,结构性应对仍是主要思路。

2026-09-28

Sept 28 - China’s State-owned Assets Supervision and Administration Commission (SASAC) said it will guide central state-owned enterprises to strengthen strategic functions, align more closely with national strategic planning and promote high-quality development during the 15th Five-Year Plan period.