证券代码：837344 证券简称：三元基因 公告编号：2025-052 剂型：喷雾剂 注册分类：治疗用生物制品 规格：25 万 IU（25μg）：5ml/支 北京三元基因药业股份有限公司关于 重组人干扰素 α1b 喷雾剂 获得《药品补充申请批准通知书》的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 近日，北京三元基因药业股份有限公司（以下简称"公司"）收到 国家药品监督管理局核准签发的重组人干扰素 α1b 喷雾剂（25 万 IU （25μg）：5ml/支）《药品补充申请批准通知书》，现将有关情况公告如 下： 一、《药品补充申请批准通知书》主要内容 药品名称：重组人干扰素 α1b 喷雾剂 商品名称：运德素 公司重组人干扰素 α1b 喷雾剂获得《药品补充申请批准通知书》， 将能够进一步增加医生与患者的用药选择，更好地满足临床治疗需求， 巩固并提升公司产品的品牌效应和市场竞争力。 四、风险提示 该药品未来的生产和销售情况受到市场环境和国家政策等因素 的影响，存在不确定性，敬请广大投资者谨慎决策，注意防 ...

Core Viewpoint - San Yuan Gene (837344) experienced a significant increase of 20.76% in its stock price, with a trading volume of 4.83 billion yuan and a turnover rate of 12.67% on the day of reporting [1][2]. Trading Activity - The stock was listed on the exchange due to its daily price fluctuation reaching 20.76%, with institutional investors net buying 5.08 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 119 million yuan, with a buying amount of 50.51 million yuan and a selling amount of 68.29 million yuan, resulting in a net selling of 17.78 million yuan [2]. - Specific trading details show that one institutional seat was involved, with a net buy of 5.08 million yuan after buying 9.27 million yuan and selling 4.20 million yuan [2]. Major Trading Departments - The top buying departments included: - Guojin Securities Shenzhen Branch: 11.12 million yuan buy, 5.77 million yuan sell - Institutional Seat: 9.27 million yuan buy, 4.20 million yuan sell - Guolian Minsheng Securities Beijing Branch: 8.84 million yuan buy, no sell - Guoxin Securities Shenzhen Branch: 8.13 million yuan buy, 6.18 million yuan sell - Dongfang Caifu Securities Lhasa Branch: 6.58 million yuan buy, 3.38 million yuan sell [2]. - The top selling departments included: - Guotai Haitong Securities Shenzhen Branch: no buy, 13.68 million yuan sell - Guoyuan Securities Hefei Branch: no buy, 12.55 million yuan sell - Guotou Securities Chengdu Branch: 0.16 million yuan buy, 8.09 million yuan sell - CITIC Securities Jiangsu Branch: no buy, 7.86 million yuan sell - China Zhongjin Wealth Securities Xiamen Branch: 6.41 million yuan buy, 6.59 million yuan sell [2]. Related ETFs - The Digital Economy ETF tracks the China Securities Digital Economy Theme Index and has seen a 4.37% change over the last five days, with a price-to-earnings ratio of 62.36 times [5]. - The latest share count for the ETF is 970 million, reflecting a decrease of 6 million shares, with a net inflow of 2.35 million yuan in principal funds [5]. Valuation - The valuation percentile for the ETF stands at 85.24% [6].

Core Insights - The company has received approval from the National Medical Products Administration for its recombinant human interferon α1b spray (250,000 IU (25μg): 5ml/bottle) [1] - The approval notification revised the instructions, changing the usage warning from "for external use only, do not ingest, avoid contact with eyes" to "for external use only, strictly follow medical advice, avoid contact with eyes" [1] - The product was first approved for market in 2011 and is used to treat initial or recurrent facial herpes simplex caused by viruses, possessing both antiviral and immune-regulating properties [1] - In 2024, the product was successfully selected in the Jiangxi Provincial Medical Insurance Bureau's announcement of the "Interferon Interprovincial Alliance Centralized Procurement Selection Results," with a procurement period of four years [1]

Core Viewpoint - The biopharmaceutical sector experienced a notable increase of 1.77% on July 29, with San Yuan Gene leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3609.71, up by 0.33%, while the Shenzhen Component Index closed at 11289.41, up by 0.64% [1]. - Key stocks in the biopharmaceutical sector showed significant price increases, with San Yuan Gene rising by 20.76% to a closing price of 34.84, and Nuo Si Lan De increasing by 11.14% to 25.25 [1]. Group 2: Trading Volume and Value - San Yuan Gene had a trading volume of 143,900 shares, resulting in a transaction value of approximately 483 million yuan [1]. - Other notable stocks included Kang Chen Pharmaceutical with a closing price of 60.15, a rise of 7.93%, and a trading volume of 143,600 shares, leading to a transaction value of about 841 million yuan [1]. Group 3: Capital Flow - The biopharmaceutical sector saw a net inflow of 1.341 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.318 billion yuan [2]. - The capital flow data indicates that institutional investors are showing confidence in the sector, while retail investors are withdrawing funds [2][3].

Group 1: Market Performance - The average daily change for the North Exchange (北证) and A-shares (A股) shows significant fluctuations, with a peak of 30% for Tianrun Technology (天润科技) on July 25, 2025[8] - The trading volume for the North Exchange reached a total of 600 billion CNY, with an average turnover rate of 16% as of July 25, 2025[6] - The average price-to-earnings ratio (PE) for companies listed on the North Exchange varies significantly across industries, with some sectors showing a PE as high as 516.07[12] Group 2: Stock Performance - The top-performing stocks on July 25, 2025, include Tianrun Technology with a 30% increase and a market capitalization of 29.19 billion CNY[8] - Conversely, the worst-performing stock, Jikang Technology (基康技术), saw a decline of 12.56% with a market capitalization of 52.76 billion CNY[9] - The average daily change for the North Exchange was notably higher than that of the A-share market, indicating a more volatile trading environment[7] Group 3: Risks and Challenges - The report highlights risks including lower-than-expected policy support, insufficient technological innovation, and increased market competition[13] - Market volatility remains a significant concern, impacting investor sentiment and stock performance across various sectors[13]

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

Group 1 - The core viewpoint of the articles highlights the increasing activity in the innovative drug sector, driven by favorable government policies and the introduction of a commercial health insurance directory for innovative drugs [1][2] - Since 2025, the government has proposed multiple policies to optimize drug procurement and support innovative drugs, indicating a positive policy environment for the pharmaceutical industry [1] - The 11th batch of national drug procurement is underway, with expectations for optimized rules and price reductions, moving away from a focus on minimum pricing to a more quality-controlled approach [1] Group 2 - Ever since the 14th Five-Year Plan, a total of 402 new drugs have been included in the medical insurance directory, with innovative drug spending projected to reach 3.9 times that of 2020 by 2024, reflecting a 40% annual growth rate [2] - The establishment of a commercial health insurance directory for innovative drugs will provide a supplementary payment channel for drugs not included in the national medical insurance directory, with over 100 drugs already submitted for approval [2] - The precise adjustment of medical insurance policies is reshaping the pharmaceutical industry ecosystem, transitioning from price wars to value wars, and clearing out low-quality production capacity to create market space for high-quality enterprises [2]

Group 1 - The A-share biopharmaceutical sector experienced a significant afternoon rally, with notable increases in stock prices [1] - Zhifei Biological surged over 14%, while Watson Bio rose more than 12% [1] - Other companies such as Kangtai Biological, Sanyuan Gene, Bohui Innovation, Baike Biological, and Zhixiang Jintai also saw gains [1]

证券代码：837344 证券简称：三元基因 公告编号：2025-051 北京三元基因药业股份有限公司 公司聘任熊纷女士为证券事务代表，任职期限至第四届董事会任期届满 之日止，自 2025 年 7 月 8 日起生效。该人员持有公司股份 0 股，占公司股 本的 0.00%，不是失信联合惩戒对象。 证券事务代表任命公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、证券事务代表任命的基本情况 北京三元基因药业股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日召开第四届董事会第六次会议，审议通过了《关于聘任公司证券事务 代表的议案》。 （上述人员简历详见附件） 二、合规性说明及影响 （一）人员变动的合规性说明 三、备查文件 （一）与会董事签字确认并加盖董事会印章的公司《第四届董事会第 六次会议决议》。 北京三元基因药业股份有限公司 董事会 2025 年 7 月 9 日 附件: 熊纷女士简历 熊纷女士，1995 年出生，中国国籍，无境外永久居留权，大学本科学 历，取得中级会计职称，持有中国上市公 ...

证券代码：837344 证券简称：三元基因 公告编号：2025-050 北京三元基因药业股份有限公司 第四届董事会第六次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 7 月 8 日 2.会议召开地点：公司会议室 3.会议召开方式：现场+通讯方式 6.会议列席人员：监事会成员、董事会秘书以及公司其他高级管 理人员列席了会议。 7.召开情况合法、合规、合章程性说明： 会议的召开符合《公司法》和《公司章程》等有关规定。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 董事程十庆因公务出差缺席，委托董事程永庆代为表决。 董事杨大军、范保群、钱爱民、邵荣光、胡左浩因工作原因以通 讯方式参与表决。 二、议案审议情况 （一）审议通过《关于聘任公司证券事务代表的议案》 4.发出董事会会议通知的时间和方式：2025 年 6 月 26 日以通讯 方式发出。 5.会议主持人：会议由程永庆董事长主持。 该议案不 ...