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白云山:分公司收到药品注册证书
news flash· 2025-06-06 08:44
Core Viewpoint - Baiyunshan Pharmaceutical has received the drug registration certificate for Tadalafil tablets (2.5mg, 5mg) from the National Medical Products Administration, enhancing its product offerings in the male medication market [1] Summary by Categories Company Developments - Baiyunshan Pharmaceutical's subsidiary, Baiyunshan Pharmaceutical Factory, has invested approximately RMB 2.54 million and RMB 4.30 million in the research and development of Tadalafil tablets (2.5mg and 5mg) respectively [1] Market Impact - The approval of the drug registration certificate is expected to enrich the variety of male medication products offered by Baiyunshan Pharmaceutical, thereby improving its competitiveness in the male medication sector [1]
万亿产业链大洗牌!机遇还是陷阱
格隆汇APP· 2025-06-05 10:49
Core Viewpoint - The article discusses the significant impact of centralized procurement policies on the traditional Chinese medicine (TCM) industry, highlighting the challenges and potential restructuring within the sector as it enters a new era of competition and pricing pressures [1][2][3]. Group 1: Impact of Centralized Procurement - The centralized procurement system has greatly affected the Western medicine industry, and similar pressures are now being felt in the TCM sector as it officially enters the "procurement era" [1][3]. - The scope of centralized procurement for TCM has expanded from 15 provinces to nationwide, with the number of products increasing to 45, indicating a growing impact on the industry [10][9]. - Many selected companies are pricing their products close to cost, leading to expectations of profit declines in the TCM industry by 2025 [11][12]. Group 2: Market Dynamics and Price Trends - Despite the challenges, the price of raw materials for TCM has significantly decreased this year, with the Chinese herbal medicine price index dropping over 20% from its peak [14][13]. - Some companies that won bids in the procurement process are experiencing unexpectedly high profits due to fixed hospital procurement prices, leading to optimistic sales forecasts [17]. - The average price drop for selected products in the latest procurement round was 47.38%, with some products seeing reductions as high as 69.3% [37][38]. Group 3: Industry Restructuring and Future Outlook - The TCM industry is expected to undergo significant restructuring, with a potential reduction in the number of suppliers as centralized procurement becomes more prevalent [23][24]. - The government has issued policies aimed at enhancing the quality and development of the TCM industry, indicating a push towards modernization and improved standards [25]. - The performance of TCM companies has been under pressure, with a reported 4.6% decline in total revenue and an 18.7% drop in net profit for 75 listed TCM companies in 2024 [29][28]. Group 4: Competitive Landscape - The competitive landscape is shifting, with traditional TCM giants facing challenges as their unique product strategies are tested by centralized procurement [33][40]. - Companies that previously opted out of insurance reimbursement to avoid price cuts are now facing increased pressure as more exclusive products enter centralized procurement [34][36]. - The article suggests that only companies with strong R&D capabilities, unique products, and brand advantages will thrive in the increasingly competitive environment [44][42].
神药滞销,谁偷走了中年男人的“快乐”?
商业洞察· 2025-06-04 09:25
Core Viewpoint - The domestic "Viagra" (Sildenafil Citrate) market is facing unprecedented challenges due to intensified competition, changing consumer perceptions, and societal trends, leading to significant declines in sales and profits for major companies in the sector [2][15]. Group 1: Sales Performance - The sales of Sildenafil Citrate, once a leading product, have drastically declined, with major companies like Baiyunshan reporting a 50% increase in inventory, reaching 24.2 million tablets, equivalent to over a quarter's worth of sales [4][6]. - Baiyunshan's revenue decreased by 427 million yuan, a 2.06% year-on-year decline, while net profit also fell, contrasting with a 6.09% growth in the previous year [6]. - Other companies, such as Kelun Pharmaceutical and Tainkang, also reported significant revenue drops of 29.42% and 32.45%, respectively, with inventory surging by 25.41% [6][14]. Group 2: Market Dynamics - The decline in sales is attributed to a surge in competing products, with 91 different formulations of Sildenafil approved for sale in China, leading to a highly competitive market environment [8][9]. - The entry of numerous pharmaceutical companies has intensified price wars, with products like Qilu Pharmaceutical's "Qianwei" being sold at prices significantly lower than original brands, further eroding market share for established products like Jin Ge [10][12]. - The changing health consciousness among consumers is reshaping the market, with alternatives like Tadalafil and Avanafil gaining traction due to their longer-lasting effects and better safety profiles [14]. Group 3: Societal Trends - A decline in sexual activity among younger generations, with only 50% of those born after 1995 reporting weekly sexual activity, is impacting the demand for erectile dysfunction medications [14][15]. - The pharmaceutical industry is transitioning from a "patent protection period" to a "fully competitive era," where traditional market advantages are being challenged by rapid technological advancements and evolving consumer preferences [15].
白云山(600332) - H股公告(董事名单及彼等角色及职能)

2025-06-03 11:30
註: C: 相關董事會委員會主任 M: 相關董事會委員會成員 廣州白雲山醫藥集團股份有限公司 董事會 中國廣州,2025年6月3日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 董事名單及彼等角色及職能 廣州白雲山醫藥集團股份有限公司(「本公司」)董事會(「董事會」)成員如下: 1 (一)執行董事:李小軍先生(董事長)、楊軍先生(副董事長)、程寧女士(副董事長)、程洪進先生、 唐和平先生與黎洪先生;及 (二)獨立非執行董事:陳亞進先生、黃民先生、黃龍德先生與孫寶清女士。 2 董事會已成立四個委員會,下表為各董事會成員所屬委員會的成員資料: 委員會 董事 審核委員會 戰略發展與 投資委員會 提名與薪酬委 員會 預算委員會 楊軍先生 C M 程寧女士 M 黎洪先生 M 陳亞進先生 M M M C 黃民先生 M C M 黃龍德先生 C M 孫寶清女士 M M M ...
白云山(600332) - 广州白云山医药集团股份有限公司2024年年股东大会决议公告

2025-06-03 10:45
证券代码:600332 证券简称:白云山 公告编号:2025-047 广州白云山医药集团股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示: 本次会议是否有否决议案:无 一、 会议召开和出席情况 (一)股东大会召开的时间:2025 年 6 月 3 日 (二)股东大会召开的地点:中国广东省广州市荔湾区沙面北街 45 号广州白云山 医药集团股份有限公司("本公司"或"公司")会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: | 1、出席会议的股东和代理人人数 | 869 | | --- | --- | | 其中:A 股股东人数 | 865 | | 境外上市外资股股东人数(H 股) | 4 | | 2、出席会议的股东所持有表决权的股份总数(股) | 859,526,731 | | 其中:A 股股东持有股份总数 | 837,386,878 | | 境外上市外资股股东持有股份总数(H 股) | 22,139,853 | | 3、出席会议的股东所持有表决权 ...
白云山(600332) - 北京市中伦(广州)律师事务所关于广州白云山医药集团股份有限公司 2024年年度股东大会的法律意见书

2025-06-03 10:45
北京市中伦(广州)律师事务所 关于广州白云山医药集团股份有限公司 2024 年年度股东大会的 2024 年年度股东大会的 法律意见书 致:广州白云山医药集团股份有限公司 法律意见书 二〇二五年六月 北京市中伦(广州)律师事务所 关于广州白云山医药集团股份有限公司 北京市中伦(广州)律师事务所(以下简称"本所")接受广州白云山医药 集团股份有限公司(以下简称"公司")委托,指派刘子丰律师和曾思律师(以 下简称"本所律师")对公司 2024 年年度股东大会(以下简称"本次股东大会") 的合法性进行见证并出具法律意见。 本所及本所律师依据《中华人民共和国证券法》(以下简称"《证券法》")、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则(试行)》等规定及本法律意见书出具日以前已经发生或者存在的事实,严格 履行了法定职责,遵循了勤勉尽责和诚实信用原则,进行了充分的核查验证,保 证本法律意见所认定的事实真实、准确、完整,所发表的结论性意见合法、准确, 不存在虚假记载、误导性陈述或者重大遗漏,并承担相应法律责任。 本法律意见书根据《中华人民共和国公司法》(以下简称"《公司法》")、《证 券法》 ...
白云山(600332) - H股公告(证券变动月报表)

2025-06-03 09:45
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年5月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 廣州白雲山醫藥集團股份有限公司 (「本公司」) 呈交日期: 2025年6月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00874 | 說明 | 香港聯交所上市 H 股 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 219,900,000 RMB | | | 1 RMB | | 219,900,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 219,900,000 RMB | | | 1 RMB | | 219,900,000 | | 2. 股份 ...
神药滞销,谁偷走了中年男人的“快乐”?
凤凰网财经· 2025-05-31 12:01
Group 1 - The domestic "Viagra" (Sildenafil Citrate) is facing severe market stagnation, with companies like Baiyunshan and Kelun Pharmaceutical experiencing declining sales and increasing inventory [1][3][4] - A total of 91 different Sildenafil-based drugs have been approved in China, leading to intense price competition, with products like Qilu's "Qianwei" priced as low as 2.08 yuan per tablet [1][6][9] - A survey from Peking University and Fudan University indicates that only 50% of the post-95 generation engage in sexual activity weekly, contributing to the decline in demand for erectile dysfunction medications [1][13] Group 2 - The market for domestic "Viagra" is undergoing unprecedented challenges due to intensified competition, changing consumer perceptions, and societal trends [3][14] - Baiyunshan reported a significant drop in sales of its "Jin Ge" product, with daily sales decreasing by 36,000 tablets compared to the previous year, leading to a nearly 50% increase in inventory [4][5] - Other companies, such as Kelun Pharmaceutical and Tainkang, have also reported substantial declines in revenue and net profit, with Kelun's revenue dropping by 29.42% year-on-year in Q1 2025 [5][6][14] Group 3 - The surge in competing products has led to a "white-hot" market competition, with Baiyunshan attributing its inventory issues to the increasing number of competitors [6][9] - The aggressive pricing strategies of competitors, such as Qilu's "Qianwei," have significantly impacted the market share of established products like "Jin Ge" and even the original brand Viagra [9][11] - Changing health perceptions among consumers, with a shift towards non-drug methods for improving health, is further reshaping the market landscape [13][14]
白云山(600332) - 广州白云山医药集团股份有限公司关于分公司获得化学原料药上市申请批准通知书的公告

2025-05-29 08:45
证券代码:600332 证券简称:白云山 公告编号:2025-046 广州白云山医药集团股份有限公司 关于分公司获得化学原料药上市申请批准通知书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 包装规格:1kg/袋桶,2kg/袋桶,5kg/袋桶,10kg/袋桶,15kg/袋桶, 20kg/袋桶,25kg/袋桶 通知书编号:2025YS00407 受理号:CYHS2360970 化学原料药注册标准编号:YBY64902025 生产企业:(1)名称:广州白云山医药集团股份有限公司白云山化 学制药厂;(2)地址:广州市白云区同和街同宝路 78 号 申请内容:境内生产化学原料药上市申请 审批结论:根据《中华人民共和国药品管理法》及有关规定,经审查, 本品符合药品注册的有关要求,批准注册。 近日,广州白云山医药集团股份有限公司(以下简称"本公司")分 公司广州白云山医药集团股份有限公司白云山化学制药厂(以下简称"白 云山化学制药厂") 收到国家药品监督管理局签发的甲苯磺酸索拉非尼 《化学原料药上市申请批准通知书》。现将有关情况公告 ...
白云山:分公司获得甲苯磺酸索拉非尼化学原料药上市申请批准
news flash· 2025-05-29 08:20
Core Viewpoint - Baiyunshan (600332) has received approval from the National Medical Products Administration for the marketing application of Tofacitinib Tosylate, which is primarily used for the first-line treatment of advanced liver cancer, advanced kidney cancer, and locally advanced or metastatic thyroid cancer resistant to radioactive iodine therapy [1] Group 1 - Baiyunshan Chemical Pharmaceutical Factory has invested approximately 3.3655 million yuan in the research and development of Tofacitinib Tosylate [1] - The approval will enhance the variety of anti-tumor products offered by Baiyunshan Chemical Pharmaceutical Factory, thereby improving the company's competitiveness in the anti-tumor market [1]