7月25日可能影响股价重要行业新闻一览：

July 25 May affect stock prices important industry news index：

　　国务院督查16省市房地产调控

The state council 16 provinces and cities of supervision real estate regulation

　　党中央、国务院高度重视房地产市场平稳健康发展。针对近期房地产市场出现的新情况、新问题，为进一步推动房地产市场调控政策措施落实，坚决抑制投机投资性需求，巩固房地产市场调控成果，国务院决定从7月下旬开始，派出8个督查组，对16个省（市）贯彻落实国务院房地产市场调控政策措施情况开展专项督查。

The party central committee、The state council attaches great importance to the healthy development of real estate market smoothly。According to recent real estate market appears the new situation、New problems，In order to further promote the real estate market regulation policy measures to carry out，Firmly suppress speculative investment demand，Consolidate the real estate market control results，The state council has decided to start from late July，A DuZhaZu sent 8，16 provinces（city）Implementation of the real estate market regulation policy measures under the state council to launch special superintendent himself。

　　“十二五”利用外资规划发布

“1025”Utilization of foreign capital planning release

　　国家发改委昨日公布的《“十二五”利用外资和境外投资规划》明确，“十二五”期间，我国将有效利用国外贷款，稳定贷款规模，优化投向；统筹境外借款、融资租赁、债券发行等境外融资方式，进一步提高资金使用效益；提升外商投资水平，规模平稳发展，使外资在推动我国产业升级、结构优化、科技创新、区域协调发展等方面发挥更加积极的作用。

The national development and reform commission published yesterday《“1025”Utilization of foreign capital and foreign investment planning》clear，“1025”during，Our country will be effective use of foreign loans，Stable the size of the loan，Optimization to；Overall external borrowing、Financing lease、Bond issue overseas financing way, etc，To further improve the efficiency in the use of funds；Improve the level of foreign investment，Steady development in scale，Foreign capital in promoting our country's industrial upgrading、Structure optimization、Science and technology innovation、Regional harmonious development play more active role。

　　“十二五”年均医疗投入将超4000亿 未来医疗体系将主攻慢性病

“1025”With an average annual medical into super 400 billion future medical system will be main attack chronic diseases

　　北京市卫生局副局长雷海潮昨日在经济学人中国卫生会议上表示，根据最新统计，2011年全国医药卫生费用规模已达到24000亿元，较上年净增4000亿，而医药卫生费用20%的增长速度未来或仍将持续。

The Beijing health bureau, deputy director of the LeiHaiChao yesterday in the economist Chinese health conference on Wednesday，According to the latest statistics，In 2011 the national medical health fee scale already achieved 2.4 trillion yuan，Over 400 billion net，And medical health cost 20% rate of growth in the future or will continue。

　　对于上述维持高速增长的医药卫生费用，人保部医疗保险司司长姚宏表示，近年来居民收入水平的迅速增长带动了社会筹资水平快速提高，是保障医疗体系正常运行的重要原因之一，但经济增长和收入提高长期难以维持此前的高速，未来医疗费用筹资增速或将受到影响。

For the above maintain growth of medical and health costs，The insurer of insurance of medical treatment of company priests YaoHong said，In recent years the rapid growth of the income level of resident contributed to the social funding level increased rapidly，Is to ensure the normal operation of the medical system is an important cause of，But economic growth and income increase long-term hard to keep the previous high speed，The future medical expenses or financing growth will be affected。

　　国务院医改专家咨询委员会委员刘国恩对此表示，过去三年医改，政府曾承诺投入8500亿元进入医疗体系，而根据6月最新的相关官方报告统计显示，实际投入已达12000亿元，未来预计每年医疗政府投入规模仍将保持4000亿以上。

Cure of the state council experts consultative committee LiuGuoEn expressed，Cure of the past three years，The government has promised $850 billion into into the medical system，And, according to the latest official June related report statistics show，The actual investment has already been up to 1.2 trillion yuan，The future to a medical government investment scale will remain above 400 billion。

　　物流园区企业房产税优惠政策正在研究

Logistics park enterprise housing property tax preferential policy is now being studied

　　有关部门正在进行物流园区企业房产税税收优惠政策的研究，包括在计算房产税时，将土地价格从房产原值计算中扣除出去，物流园区企业税收负担有望进一步减轻。

Relevant departments are on logistics park enterprise housing property tax preferential tax policy research，Included in the calculations housing property tax，Will land prices from their homes in the calculation of the original deduct out，Logistics park is expected to further reduce the tax burden on business。

　　“物流园区企业普遍占地较大，但这些企业盈利能力不是很强，普遍感觉到与房地产相关的税收较重，希望国家能给予一定的优惠和扶持政策。”业内人士表示，“有的企业所缴纳的房产税占企业总税赋的比重达到10%以上。”

“Logistics park covers an area larger firms generally，But these enterprise profit ability is not strong，Generally feel and real estate related tax is heavy，Hope that countries can give a favorable and supporting policies。”People in the industry say，“Some enterprise pay in housing property tax enterprises accounted for the proportion of the total taxes to up to 10%。”

　　明胶产能逐步释放 “毒胶囊”后遗症有望缓解

Gelatin productivity gradually released “Poison capsule”Sequela is expected to ease

　　问题胶囊事件爆发3个月以来，正规胶囊厂商坐地起价，而且价格呈现持续上调趋势。不过，证券时报记者近日通过采访了解到，伴随下半年国内明胶规模企业产能的逐步释放，明胶及胶囊涨价的现象有望缓解。

Problem capsule event three months since the outbreak，Regular capsule swapping manufacturers，And the price rise on last trend。but，Securities times recently through the interview to understand，The second half of the domestic gelatin scale enterprise with the productivity of gradually released，Gelatin and capsule prices is expected to ease the phenomenon。

　　有统计机构的报告显示，目前药用明胶原料价格已经上涨20%，合格空心胶囊供不应求。记者了解到，明胶产品这一轮价格上涨，除了与其成本上涨有一定关联外，供需缺口也是明胶相关产品价格上涨的一大重要原因。

The report shows a statistics institutions，At present medical gelatin raw material prices have risen 20%，Qualified hollow capsule in short supply。The reporter understands，This round of price products gelatin，In addition to its rising costs have certain the association，Supply and demand and the gap is also related to the rising price of product of gelatin a big important reasons。

　　伴随着明胶产能的逐步释放，供需缺口的局面将有所改观，这一价格逐级上涨的情况也将得到缓解。根据青海明胶(000606,股吧)的生产计划，2012年将完成鱼皮明胶项目建设并投产。青海明胶在2011年年报中强调：“随着国内明胶行业产能的迅速释放，行业竞争将会趋于白热化，从长期看，骨明胶市场将会进入供需平衡甚至是供大于求的局面；硬胶囊市场竞争相对分散且无序，总体供求平衡，中低档产品供过于求。”

With gelatin production gradually released，Supply and demand situation of the gap will change，The price level to rise will also eased。According to qinghai gelatin(000606,Shares it)Production plan，2012 will complete fish skin gelatin project construction and put into production。Qinghai gelatin in 2011 stressed in annual reports：“With domestic gelatin industry of the rapid release capacity，Competition in the industry will tend to be intensified，In the long run，Bone gelatin market will enter the supply and demand balance and even supply situation；Hard capsule market competition relative disperse and chaotic，Overall balance between supply and demand，Cheap product supply exceeds demand。”

　　而东宝生物(300239,股吧)则表示，在今年6月30日之前产能不会扩大，进入7月份之后，其扩建项目将会陆续投产，产能将逐步提升至6500吨/年。分析人士告诉记者，随着下半年东宝生物以及青海明胶新建产能的释放，供求矛盾将进一步缓解，明胶价格涨幅将是有限的。

The treasure biological(300239,Shares it)Said it，In this year before 30 June won't expand capacity，After the beginning of July，Its expansion projects will have put into production，Production capacity will gradually increase to 6500 tons/year。Analysts told reporters，With the second half of life and treasure the release of the new capacity in qinghai gelatin，Contradictions between the supply and demand will further ease，Gelatin price rise will be limited。

　　铁路装备制造业迎来快速发展期

Railway in the equipment manufacturing industry of rapid development

　　《“十二五”综合交通运输体系规划》明确提出，要基本建成国家快速铁路网，营业里程达到4万公里以上。这仅仅较此前铁道部提出的建设目标减少5000公里，好于市场预期。市场分析人士认为，随着我国铁路行业的快速发展，铁路装备制造行业也将迎来快速发展的阶段。

《“1025”Comprehensive transportation system planning》Clearly put，To build the basic national fast rail network，Reaching 40000 kilometers or more business。This is the only after the construction of the proposed targets to reduce 5000 kilometers，Better than market expectations。Market analysts said，With the rapid development of China railway industry，Railway equipment manufacturing industry also will have rapid development stage。

　　规划提出，到2015年，我国将基本建成国家快速铁路网，营业里程达4万公里以上，运输服务基本覆盖50万以上人口城市；加强煤运通道建设，强化重载货运网，煤炭年运输能力达到30亿吨；建设以西部地区为重点的开发性铁路；全国铁路运输服务基本覆盖大宗货物集散地和20万以上人口城市。

Plans to put forward，By 2015，Our country will have been basically built into national rapid rail network，Business length of 40000 kilometers or more，Transportation service basic covers more than 500000 population city；To strengthen the construction MeiYun channel，Strengthen the heavy duty transportation nets，Coal transportation capacity is 3 billion tons；Construction as the key point of the western region development railway；The national railway transportation services covering basic bulk cargo distributing centre and more than 200000 people city。